Museum Archivist Templates

Museum Archivist Templates

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

1. Accession Register
2. Collection Inventory
3. Loan Agreement
4. Conservation Report
5. Exhibition Checklist
6. Research Request Form
7. Donor Acknowledgement Letter
8. Deaccession Form
9. Exhibition Label Template
10. Annual Report

Reports

Reports are often prepared by a Museum Archivist 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 Acquisition Report
2. Collection Inventory Report
3. Loaned Artifacts Report
4. Conservation Assessment Report
5. Visitor Attendance Report
6. Exhibition Evaluation Report
7. Research Requests Report
8. Digital Archive Usage Report
9. Budget Expenditure Report
10. Donor Contribution 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 Museum Archivist does and how they do it.

1. Acquisition and Donation SOP
2. Cataloging and Classification SOP
3. Preservation and Conservation SOP
4. Accessioning and Deaccessioning SOP
5. Digital Archiving SOP
6. Exhibition and Display SOP
7. Loans and Borrowing SOP
8. Research and Reference SOP
9. Records Management SOP
10. Emergency Preparedness SOP

Presentations

Museum Archivist 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 Collection Highlights
2. Exhibition Proposal
3. Donor Appreciation Report
4. Research Findings Presentation
5. Preservation and Conservation Update

Legal Docs

There are several key times when a Museum Archivist 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. Loan Agreement Template
2. Copyright Release Form Template
3. Deed of Gift Template
4. Non-Disclosure Agreement Template
5. Image Release Form Template

Health & Safety Templates

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

1. Emergency Evacuation Plan Template
2. Hazard Communication Program Template
3. Personal Protective Equipment (PPE) Assessment Template
4. Workplace Violence Prevention Plan Template
5. Injury and Illness Prevention Program Template

Calendars

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

1. Monthly Exhibition Calendar
2. Staff Meeting Calendar
3. Preservation and Conservation Calendar
4. Research and Acquisition Calendar
5. Public Programs and Events Calendar

Invoice Templates

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

1. Monthly Membership Invoice
2. Exhibition Rental Invoice
3. Research Services Invoice
4. Photocopying and Printing Invoice
5. Donations and Grants Invoice

Survey Templates

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

1. Visitor Satisfaction Survey
2. Collection Usage Survey
3. Program Evaluation Survey
4. Digital Resource Feedback Survey
5. Researcher Experience Survey

Meeting Agendas

Having premade Museum Archivist 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 Staff Meeting
2. Collections Committee Meeting
3. Exhibition Planning Meeting
4. Outreach and Education Meeting
5. Budget and Finance Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Monthly Income Budget Template
3. Collections Acquisition Budget Template
4. Exhibition Budget Template
5. Preservation and Conservation Budget Template

Dashboards

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

1. Visitor Engagement Dashboard
2. Collection Management Dashboard
3. Exhibition Performance Dashboard
4. Digital Asset Management Dashboard
5. Funding and Budget Dashboard

Proposal Templates

For bidding or requesting work, a Museum Archivist 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. Acquisition Proposal
2. Preservation Proposal
3. Exhibition Proposal
4. Digitization Proposal
5. Outreach 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 Museum Archivist 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.