Mechanical Drafter Templates

Mechanical Drafter Templates

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

1. Mechanical Drawing Template
2. Bill of Materials Template
3. Engineering Change Order Template
4. Equipment Specification Template
5. Material Requisition Template
6. Inspection Report Template
7. Design Review Template
8. Project Schedule Template
9. Cost Estimation Template
10. Technical Report Template

Reports

Reports are often prepared by a Mechanical Drafter 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. Equipment Utilization Report
4. Design Change Request Report
5. Quality Control Inspection Report
6. Cost Analysis Report
7. Production Schedule Report
8. Engineering Change Order Report
9. Supplier Performance Report
10. Design Review Meeting Minutes 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 Mechanical Drafter does and how they do it.

1. Mechanical Drawing SOP
2. CAD Software SOP
3. Design Review SOP
4. Material Selection SOP
5. Assembly SOP
6. Quality Control SOP
7. Project Management SOP
8. Documentation SOP
9. Safety SOP
10. Maintenance SOP

Presentations

Mechanical Drafter 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. Project Progress Report Template
2. Design Review Presentation Template
3. Engineering Analysis Presentation Template
4. Technical Training Presentation Template
5. Client Proposal Presentation Template

Legal Docs

There are several key times when a Mechanical Drafter 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. Intellectual Property Assignment Agreement
3. Employment Contract
4. Purchase Order Agreement
5. Service Agreement

Health & Safety Templates

Health & Safety templates for a Mechanical Drafter 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. Equipment Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Project Schedule Calendar
2. Meeting and Appointment Calendar
3. Production and Manufacturing Calendar
4. Design and Development Calendar
5. Deadline and Deliverables Calendar

Invoice Templates

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

1. Monthly Engineering Services Invoice
2. Drafting and Design Invoice
3. CAD Services Invoice
4. Mechanical Engineering Invoice
5. Project Management Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Employee Engagement Survey
4. Market Research Survey
5. Design Preference Survey

Meeting Agendas

Having premade Mechanical Drafter 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. Design Review Meeting
3. Progress Update Meeting
4. Coordination Meeting
5. Finalization Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Project Budget Template
4. Savings Goal Template
5. Debt Repayment Template

Dashboards

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

1. Project Progress Dashboard
2. Design Review Dashboard
3. Manufacturing Efficiency Dashboard
4. Quality Control Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Mechanical Drafter 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. Equipment Upgrade Proposal
2. Design Modification Proposal
3. Cost Reduction Proposal
4. New Product Development Proposal
5. Process Improvement 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 Mechanical Drafter 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.