Kaiwhakahaere Tumu Templates

Kaiwhakahaere Tumu Templates

There is a huge number of templates that someone in the Kaiwhakahaere Tumu 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 Tumu. 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 Budget Template
2. Staff Roster Template
3. Performance Review Template
4. Meeting Agenda Template
5. Project Plan Template
6. Risk Assessment Template
7. Sales Report Template
8. Employee Leave Request Form Template
9. Customer Feedback Survey Template
10. Strategic Plan Template

Reports

Reports are often prepared by a Kaiwhakahaere Tumu 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. Budget Variance Report
4. Employee Productivity Report
5. Customer Satisfaction Report
6. Inventory Management Report
7. Marketing Campaign Effectiveness Report
8. Project Progress 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 Tumu does and how they do it.

1. Employee Onboarding SOP
2. Performance Evaluation SOP
3. Budget Planning SOP
4. Project Management SOP
5. Team Communication SOP
6. Training and Development SOP
7. Conflict Resolution SOP
8. Policy and Procedure Review SOP
9. Stakeholder Engagement SOP
10. Strategic Planning SOP

Presentations

Kaiwhakahaere Tumu 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 Template
2. Strategic Planning Template
3. Project Status Update Template
4. Team Meeting Agenda Template
5. Financial Report Template

Legal Docs

There are several key times when a Kaiwhakahaere Tumu 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 Tumu 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 Tumu calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Planning Calendar
2. Staff Schedule Calendar
3. Project Timeline Calendar
4. Meeting and Event Calendar
5. Financial Reporting Calendar

Invoice Templates

Several types of Kaiwhakahaere Tumu 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 Tumu to get insights related to the work they do, they need to send out Kaiwhakahaere Tumu 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 Tumu 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. Strategic Planning Meeting
3. Project Status Update
4. Staff Training and Development Session
5. Stakeholder Engagement Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Budget Template
3. Project Budget Template
4. Departmental Budget Template
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Kaiwhakahaere Tumu 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 Tumu 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 Strategy Proposal
4. Operational Efficiency Improvement Proposal
5. Performance Evaluation and Incentive 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 Tumu 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.