K-8 School Principal Templates

There is a huge number of templates that someone in the K-8 School Principal role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a K-8 School Principal. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Staff Meeting Agenda
2. Parent Newsletter
3. Student Attendance Tracker
4. School Budget Spreadsheet
5. Professional Development Plan
6. School Improvement Plan
7. Field Trip Permission Slip
8. Staff Evaluation Form
9. Parent-Teacher Conference Schedule
10. Curriculum Mapping Template

Reports

Reports are often prepared by a K-8 School Principal to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Student Attendance Report
2. Academic Performance Report
3. Discipline Incidents Report
4. Teacher Evaluation Report
5. Budget Expenditure Report
6. Parent-Teacher Meeting Attendance Report
7. Staff Professional Development Report
8. Enrollment and Demographics Report
9. School Safety and Security Report
10. Special Education Services Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a K-8 School Principal does and how they do it.

1. Staff Meeting Agenda
2. Parent-Teacher Conference Schedule
3. Student Behavior Management Plan
4. School Safety and Emergency Procedures
5. Curriculum Development Timeline
6. Professional Development Plan
7. School Budget Proposal
8. School Improvement Plan
9. Field Trip Permission Slip
10. School Newsletter Template

Presentations

K-8 School Principal presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Staff Meeting Presentation
2. Parent-Teacher Conference Presentation
3. School Board Meeting Presentation
4. Professional Development Workshop Presentation
5. Student Assembly Presentation

Legal Docs

There are several key times when a K-8 School Principal needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Student Code of Conduct
2. Teacher Employment Contract
3. Parental Consent Form
4. Field Trip Permission Slip
5. School Safety Plan

Health & Safety Templates

Health & Safety templates for a K-8 School Principal ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Emergency Evacuation Plan Template
4. Staff Training Attendance Template
5. First Aid Kit Inventory Template

Calendars

Setting up K-8 School Principal calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Academic Year Calendar
2. Staff Meeting Calendar
3. Student Activities Calendar
4. Professional Development Calendar
5. Parent-Teacher Conference Calendar

Invoice Templates

Several types of K-8 School Principal invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Tuition Invoice
2. Staff Payroll Invoice
3. Vendor Payment Invoice
4. Facility Maintenance Invoice
5. School Supplies Invoice

Survey Templates

For a K-8 School Principal to get insights related to the work they do, they need to send out K-8 School Principal surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Parent Satisfaction Survey
2. Teacher Feedback Survey
3. Student Engagement Survey
4. School Climate Survey
5. Professional Development Needs Assessment Survey

Meeting Agendas

Having premade K-8 School Principal meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Staff Meeting
2. Parent-Teacher Conference
3. Curriculum Planning Meeting
4. School Improvement Team Meeting
5. Student Support Team Meeting

Budget Templates

To manage finances well, a K-8 School Principal would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Operating Budget Template
2. Staff Salary Budget Template
3. Classroom Supplies Budget Template
4. Professional Development Budget Template
5. Facilities Maintenance Budget Template

Dashboards

Dashboards are a useful way for a K-8 School Principal to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Student Attendance Dashboard
2. Academic Performance Dashboard
3. Staff Evaluation Dashboard
4. Budget and Finance Dashboard
5. Parent Engagement Dashboard

Proposal Templates

For bidding or requesting work, a K-8 School Principal needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Curriculum Enhancement Proposal
2. Professional Development Workshop Proposal
3. Technology Upgrade Proposal
4. School Facilities Improvement Proposal
5. Community Outreach Program Proposal

Get Your Template Made

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K-8 School Principal Templates