Kaiwhakahaere Templates

Kaiwhakahaere Templates

There is a huge number of templates that someone in the Kaiwhakahaere 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 Kaiwhakahaere. 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 Sales Report
2. Budget Forecast
3. Staff Performance Evaluation
4. Project Timeline
5. Meeting Agenda
6. Expense Reimbursement Form
7. Performance Improvement Plan
8. Training Needs Assessment
9. Risk Assessment Matrix
10. Strategic Planning Template

Reports

Reports are often prepared by a Kaiwhakahaere 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. Financial Performance Report
2. Sales and Revenue Report
3. Inventory Management Report
4. Employee Productivity Report
5. Customer Satisfaction Report
6. Marketing Campaign Effectiveness Report
7. Project Progress Report
8. Quality Control Report
9. Risk Assessment Report
10. Competitive Analysis 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 Kaiwhakahaere does and how they do it.

1. Employee Onboarding SOP
2. Performance Evaluation SOP
3. Training and Development SOP
4. Recruitment and Selection SOP
5. Conflict Resolution SOP
6. Budget Planning and Control SOP
7. Project Management SOP
8. Health and Safety SOP
9. Communication and Reporting SOP
10. Continuous Improvement SOP

Presentations

Kaiwhakahaere 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 Performance Review
2. Team Progress Update
3. Strategic Planning Meeting
4. Financial Analysis Report
5. Stakeholder Engagement Presentation

Legal Docs

There are several key times when a Kaiwhakahaere 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Contract Template
4. Privacy Policy Template
5. Code of Conduct Template

Health & Safety Templates

Health & Safety templates for a Kaiwhakahaere 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Kaiwhakahaere calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Staff Meeting Calendar
2. Project Timeline Calendar
3. Training and Development Calendar
4. Performance Evaluation Calendar
5. Leave and Absence Calendar

Invoice Templates

Several types of Kaiwhakahaere invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Sales Invoice
2. Monthly Expense Invoice
3. Monthly Payroll Invoice
4. Monthly Supplier Invoice
5. Monthly Client Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Market Research Survey
4. Training Needs Assessment Survey
5. Performance Evaluation Survey

Meeting Agendas

Having premade Kaiwhakahaere 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 Performance Review
2. Project Status Update
3. Strategic Planning Meeting
4. Staff Training and Development
5. Client Relationship Management Meeting

Budget Templates

To manage finances well, a Kaiwhakahaere would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Projection Budget Template
3. Departmental Budget Template
4. Capital Expenditure Budget Template
5. Cash Flow Budget Template

Dashboards

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

1. Financial Performance Dashboard
2. Sales and Revenue Dashboard
3. Operational Efficiency Dashboard
4. Employee Productivity Dashboard
5. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Kaiwhakahaere 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 Budget Proposal
2. Staff Training and Development Proposal
3. Marketing and Advertising Campaign Proposal
4. Operational Efficiency Improvement Proposal
5. Client Acquisition and Retention Strategy Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Kaiwhakahaere templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.