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Kai Whakaruruhau (Advisor) Templates
Contents
Kai Whakaruruhau (Advisor) Templates
There is a huge number of templates that someone in the Kai Whakaruruhau (Advisor) 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 Kai Whakaruruhau (Advisor). 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 Client Progress Report
2. Counseling Session Notes
3. Individual Treatment Plan
4. Group Therapy Schedule
5. Crisis Intervention Plan
6. Referral Form
7. Staff Meeting Agenda
8. Training Workshop Evaluation
9. Budget Spreadsheet
10. Program Evaluation Report
Reports
Reports are often prepared by a Kai Whakaruruhau (Advisor) 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. Monthly Client Progress Report
2. Case Load Summary Report
3. Financial Performance Report
4. Staff Productivity Report
5. Referral Source Analysis Report
6. Client Satisfaction Survey Report
7. Program Evaluation Report
8. Training Needs Assessment Report
9. Risk Assessment Report
10. Monthly Activity 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 Kai Whakaruruhau (Advisor) does and how they do it.
1. Initial Assessment SOP
2. Crisis Intervention SOP
3. Individual Counseling SOP
4. Group Counseling SOP
5. Cultural Sensitivity Training SOP
6. Referral Process SOP
7. Case Management SOP
8. Progress Note Documentation SOP
9. Confidentiality and Privacy SOP
10. Self-Care and Burnout Prevention SOP
Presentations
Kai Whakaruruhau (Advisor) 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 Counseling Report
2. Client Progress Update
3. Workshop Presentation
4. Training Session Overview
5. Counseling Techniques and Strategies
Legal Docs
There are several key times when a Kai Whakaruruhau (Advisor) 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. Client Consent Form
2. Confidentiality Agreement
3. Treatment Plan Template
4. Progress Note Template
5. Release of Information Form
Health & Safety Templates
Health & Safety templates for a Kai Whakaruruhau (Advisor) ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template
Calendars
Setting up Kai Whakaruruhau (Advisor) calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Appointment Calendar
2. Staff Schedule Calendar
3. Client Meeting Calendar
4. Training and Development Calendar
5. Administrative Tasks Calendar
Invoice Templates
Several types of Kai Whakaruruhau (Advisor) invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Counseling Services Invoice
2. Individual Counseling Session Invoice
3. Group Counseling Session Invoice
4. Workshop or Training Invoice
5. Consultation or Supervision Invoice
Survey Templates
For a Kai Whakaruruhau (Advisor) to get insights related to the work they do, they need to send out Kai Whakaruruhau (Advisor) surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Needs Assessment Survey
3. Program Evaluation Survey
4. Mental Health Screening Survey
5. Feedback and Suggestions Survey
Meeting Agendas
Having premade Kai Whakaruruhau (Advisor) 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. Monthly Team Meeting
2. Client Progress Review Meeting
3. Professional Development Meeting
4. Case Conference Meeting
5. Stakeholder Engagement Meeting
Budget Templates
To manage finances well, a Kai Whakaruruhau (Advisor) would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Office Supplies and Equipment Budget
4. Marketing and Advertising Budget
5. Professional Development and Training Budget
Dashboards
Dashboards are a useful way for a Kai Whakaruruhau (Advisor) to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Client Progress Dashboard
2. Appointment and Scheduling Dashboard
3. Financial Performance Dashboard
4. Referral and Outreach Dashboard
5. Staff Productivity Dashboard
Proposal Templates
For bidding or requesting work, a Kai Whakaruruhau (Advisor) 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 Counseling Workshop Proposal
2. Mental Health Awareness Campaign Proposal
3. Youth Counseling Program Proposal
4. Workplace Wellness Program Proposal
5. Community Support Group Proposal
Get Your Template Made
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