Metal Patternmaker Templates

Metal Patternmaker Templates

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

1. Production Schedule
2. Material Inventory
3. Work Order
4. Quality Control Checklist
5. Cost Analysis
6. Equipment Maintenance Log
7. Employee Timesheet
8. Sales Report
9. Customer Order Form
10. Supplier Evaluation Form

Reports

Reports are often prepared by a Metal Patternmaker 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. Production Report
2. Inventory Report
3. Sales Report
4. Quality Control Report
5. Cost Analysis Report
6. Material Usage Report
7. Maintenance Report
8. Shipping Report
9. Employee Performance Report
10. Safety 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 Metal Patternmaker does and how they do it.

1. Pattern Design SOP
2. Pattern Making SOP
3. Pattern Inspection SOP
4. Pattern Repair SOP
5. Pattern Storage SOP
6. Pattern Maintenance SOP
7. Pattern Assembly SOP
8. Pattern Modification SOP
9. Pattern Testing SOP
10. Pattern Documentation SOP

Presentations

Metal Patternmaker 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 Sales Report
2. Production Efficiency Analysis
3. Quality Control Metrics
4. New Product Development Update
5. Cost Analysis and Budget Review

Legal Docs

There are several key times when a Metal Patternmaker 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 Agreement Template
2. Non-Disclosure Agreement Template
3. Purchase Order Template
4. Sales Agreement Template
5. Intellectual Property Assignment Agreement Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Incident Report Form
4. Personal Protective Equipment (PPE) Assessment Form
5. Emergency Evacuation Plan Template

Calendars

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

1. Production Schedule Calendar
2. Maintenance Calendar
3. Quality Control Calendar
4. Inventory Management Calendar
5. Employee Shift Schedule Calendar

Invoice Templates

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

1. Sales Invoice: This invoice is used to bill customers for the sale of metal patterns manufactured during the month.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred for purchasing raw materials and equipment required for metal pattern manufacturing.
3. Service Invoice: This invoice is used to bill customers for any additional services provided, such as pattern design or customization.
4. Expense Invoice: This invoice is used to document and bill customers for any additional expenses incurred during the manufacturing process, such as transportation or packaging costs.
5. Credit Invoice: This invoice is used to issue credits or refunds to customers for any returned or defective metal patterns

Survey Templates

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

1. Employee Satisfaction Survey
2. Product Quality Feedback Survey
3. Customer Satisfaction Survey
4. Production Efficiency Survey
5. Supplier Evaluation Survey

Meeting Agendas

Having premade Metal Patternmaker 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 Production Review Meeting
2. Quality Assurance Meeting
3. New Product Development Meeting
4. Supply Chain Management Meeting
5. Team Performance Evaluation Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Monthly Revenue Budget Template
3. Production Cost Budget Template
4. Labor Cost Budget Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Production Efficiency Dashboard
2. Quality Control Dashboard
3. Inventory Management Dashboard
4. Cost Analysis Dashboard
5. Sales Performance Dashboard

Proposal Templates

For bidding or requesting work, a Metal Patternmaker 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 Production Efficiency Improvement Proposal
2. Cost Reduction Proposal for Raw Materials
3. Equipment Upgrade Proposal for Enhanced Productivity
4. Quality Control Enhancement Proposal
5. Employee Training and Development 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 Metal Patternmaker 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.