Looking for Mechanical Engineering Draftsperson Templates to download? See the main templates that a Mechanical Engineering Draftsperson would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Mechanical Engineering Draftsperson role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Mechanical Engineering Draftsperson. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Engineering Change Request Form
2. Bill of Materials Template
3. Technical Drawing Template
4. Material Specification Template
5. Design Review Checklist Template
6. Project Schedule Template
7. Cost Estimation Spreadsheet
8. Equipment Maintenance Log Template
9. Quality Control Inspection Checklist Template
10. Engineering Report Template
Reports are often prepared by a Mechanical Engineering Draftsperson 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 Maintenance Report
4. Quality Control Report
5. Cost Analysis Report
6. Design Change Request Report
7. Production Efficiency Report
8. Safety Incident Report
9. Supplier Performance Report
10. Engineering Drawing Revision Report
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 Engineering Draftsperson does and how they do it.
1. Design Review SOP
2. CAD Modeling SOP
3. Drawing Creation SOP
4. Assembly Instructions SOP
5. Material Selection SOP
6. Tolerance Analysis SOP
7. Prototype Testing SOP
8. Documentation Management SOP
9. Quality Control SOP
10. Project Handover SOP
Mechanical Engineering Draftsperson 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. Technical Training Presentation Template
4. Client Meeting Presentation Template
5. Engineering Conference Presentation Template
There are several key times when a Mechanical Engineering Draftsperson 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 Template
2. Intellectual Property Assignment Agreement Template
3. Employment Agreement Template
4. Consulting Agreement Template
5. Service Agreement Template
Health & Safety templates for a Mechanical Engineering Draftsperson 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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template
Setting up Mechanical Engineering Draftsperson calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Project Schedule Calendar
2. Design Review Calendar
3. Production Timeline Calendar
4. Meeting and Conference Calendar
5. Equipment Maintenance Calendar
Several types of Mechanical Engineering Draftsperson invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Engineering Design Invoice
2. Drafting Services Invoice
3. CAD Modeling Invoice
4. Technical Drawing Invoice
5. Project Consultation Invoice
For a Mechanical Engineering Draftsperson to get insights related to the work they do, they need to send out Mechanical Engineering Draftsperson 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. Quality Control Survey
Having premade Mechanical Engineering Draftsperson 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. Supplier Meeting
5. Team Collaboration Meeting
To manage finances well, a Mechanical Engineering Draftsperson 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. Travel and Transportation Budget Template
4. Equipment and Supplies Budget Template
5. Training and Professional Development Budget Template
Dashboards are a useful way for a Mechanical Engineering Draftsperson 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. Quality Control Dashboard
4. Resource Allocation Dashboard
5. Cost Analysis Dashboard
For bidding or requesting work, a Mechanical Engineering Draftsperson 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. Project Expansion Proposal
5. Quality Improvement Proposal
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 Engineering Draftsperson 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.
