Lagger Templates

Lagger Templates

There is a huge number of templates that someone in the Lagger 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 Lagger. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Daily Work Log
2. Material Inventory Spreadsheet
3. Project Cost Estimate Template
4. Safety Inspection Checklist
5. Equipment Maintenance Log
6. Project Progress Report
7. Work Schedule Template
8. Purchase Order Form
9. Quality Control Checklist
10. Project Completion Certificate

Reports

Reports are often prepared by a Lagger 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 Project Progress Report
2. Material Inventory Report
3. Labor Cost Analysis Report
4. Equipment Utilization Report
5. Safety Incident Report
6. Quality Control Inspection Report
7. Financial Performance Report
8. Workforce Productivity Report
9. Project Cost Variance Report
10. Project Schedule Adherence 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 Lagger does and how they do it.

1. Safety SOP
2. Equipment Maintenance SOP
3. Material Handling SOP
4. Insulation Installation SOP
5. Fire Safety SOP
6. Quality Control SOP
7. Waste Management SOP
8. Worksite Cleanup SOP
9. Team Communication SOP
10. Project Completion SOP

Presentations

Lagger 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 Project Progress Report
2. Safety Training Presentation
3. Budget and Cost Analysis Presentation
4. Quality Control and Inspection Report
5. Team Performance Review Presentation

Legal Docs

There are several key times when a Lagger 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 Contract Template
2. Non-Disclosure Agreement Template
3. Subcontractor Agreement Template
4. Safety Policy Template
5. Change Order Template

Health & Safety Templates

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

1. Risk Assessment Template
2. Toolbox Talk Template
3. Incident Report Template
4. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Project Schedule Calendar
2. Equipment Maintenance Calendar
3. Material Delivery Calendar
4. Team Shift Schedule Calendar
5. Safety Training Calendar

Invoice Templates

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

1. Monthly Labor Invoice
2. Materials and Supplies Invoice
3. Equipment Rental Invoice
4. Subcontractor Invoice
5. Mileage and Travel Expenses Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Safety Compliance Survey
3. Project Evaluation Survey
4. Client Feedback Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Lagger 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. Project Kick-off Meeting
2. Weekly Progress Meeting
3. Safety Meeting
4. Supplier Coordination Meeting
5. Project Review Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Project Budget Template
3. Labor Cost Budget Template
4. Material Cost Budget Template
5. Equipment Cost Budget Template

Dashboards

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

1. Project Progress Dashboard
2. Resource Allocation Dashboard
3. Safety Compliance Dashboard
4. Financial Performance Dashboard
5. Equipment Utilization Dashboard

Proposal Templates

For bidding or requesting work, a Lagger 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 insulation proposal
2. Pipe lagging proposal
3. Ductwork insulation proposal
4. Thermal insulation proposal
5. Soundproofing 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 Lagger 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.