Merchant Mariner Templates

Merchant Mariner Templates

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

1. Voyage Plan Template
2. Crew List Template
3. Safety Inspection Checklist Template
4. Maintenance Log Template
5. Fuel Consumption Spreadsheet
6. Cargo Manifest Template
7. Daily Log Template
8. Incident Report Template
9. Navigation Chart Template
10. Budget Spreadsheet

Reports

Reports are often prepared by a Merchant Mariner 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. Vessel Performance Report
2. Cargo Manifest Report
3. Crew Payroll Report
4. Fuel Consumption Report
5. Safety Inspection Report
6. Voyage Log Report
7. Port Call Report
8. Maintenance and Repair Report
9. Weather and Sea Conditions Report
10. Financial Statement 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 Merchant Mariner does and how they do it.

1. Vessel Safety Inspection SOP
2. Navigation and Charting SOP
3. Cargo Loading and Unloading SOP
4. Emergency Response and Evacuation SOP
5. Engine Room Operations SOP
6. Watchkeeping and Bridge Procedures SOP
7. Maintenance and Repair SOP
8. Crew Management and Training SOP
9. Port Operations and Procedures SOP
10. Security and Anti-Piracy Measures SOP

Presentations

Merchant Mariner 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 Report
2. Safety Training Presentation
3. Vessel Maintenance Update
4. Crew Briefing Presentation
5. Port Operations Overview

Legal Docs

There are several key times when a Merchant Mariner 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. Bill of Lading Template
3. Crew List Template
4. Vessel Inspection Checklist Template
5. Accident Report Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Accident/Incident Report Form
3. Safety Meeting Minutes Template
4. Personal Protective Equipment (PPE) Assessment Form
5. Emergency Response Plan Template

Calendars

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

1. Monthly Voyage Schedule Calendar
2. Crew Rotation Calendar
3. Maintenance and Repair Calendar
4. Port Call Calendar
5. Training and Certification Calendar

Invoice Templates

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

1. Freight Invoice – This invoice is used to bill customers for the transportation of goods and cargo.
2. Charter Party Invoice – This invoice is used to bill customers for the rental of a vessel for a specific period of time.
3. Bunker Invoice – This invoice is used to bill customers for the fuel and lubricants used during a voyage.
4. Port Services Invoice – This invoice is used to bill customers for services provided at a port, such as loading and unloading cargo.
5. Crew Wages Invoice – This invoice is used to bill customers for the wages and salaries of the crew members on board the vessel

Survey Templates

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

1. Employee Satisfaction Survey
2. Safety and Security Survey
3. Training and Development Survey
4. Performance Evaluation Survey
5. Customer Satisfaction Survey

Meeting Agendas

Having premade Merchant Mariner 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 Safety Meeting
2. Crew Training Meeting
3. Vessel Maintenance Meeting
4. Port Operations Meeting
5. Emergency Response Drill Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Personal Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Annual Financial Goals Tracker

Dashboards

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

1. Vessel Performance Dashboard
2. Crew Management Dashboard
3. Safety and Compliance Dashboard
4. Voyage Planning Dashboard
5. Financial and Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Merchant Mariner 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 Vessel Maintenance Proposal
2. Crew Training and Certification Proposal
3. Safety and Emergency Preparedness Proposal
4. Fuel Efficiency and Cost Reduction Proposal
5. New Equipment Acquisition 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 Merchant Mariner 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.