Laboratory Manager Templates

Laboratory Manager Templates

There is a huge number of templates that someone in the Laboratory Manager 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 Laboratory Manager. 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 Lab Inventory
2. Lab Equipment Maintenance Log
3. Lab Safety Inspection Checklist
4. Lab Supply Order Form
5. Lab Experiment Log
6. Lab Staff Schedule
7. Lab Budget Tracker
8. Lab Meeting Agenda
9. Lab Training Record
10. Lab Incident Report

Reports

Reports are often prepared by a Laboratory Manager 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 Equipment Maintenance Report
2. Inventory Usage Report
3. Quality Control Report
4. Staff Productivity Report
5. Sample Analysis Report
6. Budget Expenditure Report
7. Safety Incident Report
8. Research Project Progress Report
9. Training and Development Report
10. Customer Satisfaction 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 Laboratory Manager does and how they do it.

1. Equipment Maintenance SOP
2. Sample Collection SOP
3. Quality Control SOP
4. Laboratory Safety SOP
5. Data Analysis SOP
6. Inventory Management SOP
7. Calibration SOP
8. Waste Disposal SOP
9. Standard Operating Procedure Review SOP
10. Training and Development SOP

Presentations

Laboratory Manager 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 Lab Performance Report
2. Research Project Update
3. Quality Control Analysis Presentation
4. Training and Development Workshop
5. Scientific Conference Presentation

Legal Docs

There are several key times when a Laboratory Manager 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. Non-Disclosure Agreement (NDA)
2. Material Transfer Agreement (MTA)
3. Intellectual Property Agreement (IPA)
4. Employment Agreement
5. Safety Data Sheet (SDS)

Health & Safety Templates

Health & Safety templates for a Laboratory Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Hazard Identification Template
3. Risk Assessment Template
4. Safety Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

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

1. Monthly Staff Schedule Calendar
2. Equipment Maintenance Calendar
3. Experiment Planning Calendar
4. Inventory Management Calendar
5. Training and Development Calendar

Invoice Templates

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

1. Monthly Equipment Rental Invoice
2. Laboratory Testing Services Invoice
3. Chemicals and Reagents Purchase Invoice
4. Laboratory Supplies Purchase Invoice
5. Staff Training and Development Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Quality Control Survey
4. Research and Development Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Laboratory Manager 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 Staff Meeting
2. Project Progress Meeting
3. Quality Assurance Meeting
4. Budget Review Meeting
5. Equipment Maintenance Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Salary and Benefits Budget Template
3. Equipment and Supplies Budget Template
4. Research and Development Budget Template
5. Training and Professional Development Budget Template

Dashboards

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

1. Monthly Equipment Utilization Dashboard
2. Quality Control Performance Dashboard
3. Inventory Management Dashboard
4. Staff Productivity Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Laboratory Manager 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. Research Funding Proposal
2. Equipment Purchase Proposal
3. Staff Training Proposal
4. Laboratory Expansion Proposal
5. Collaboration 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 Laboratory Manager 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.