Museum Manager Templates

Museum Manager Templates

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

1. Monthly Budget
2. Exhibition Proposal
3. Event Planning Checklist
4. Staff Schedule
5. Visitor Survey
6. Grant Application
7. Marketing Plan
8. Inventory Report
9. Board Meeting Agenda
10. Annual Report

Reports

Reports are often prepared by a Museum Manager 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. Visitor Attendance Report
2. Exhibition Revenue Report
3. Membership Growth Report
4. Education Program Participation Report
5. Donor Contribution Report
6. Facility Maintenance Report
7. Marketing Campaign Effectiveness Report
8. Inventory Management Report
9. Staff Performance 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 Museum Manager does and how they do it.

1. Exhibition Planning SOP
2. Collection Management SOP
3. Visitor Services SOP
4. Education Programs SOP
5. Conservation and Preservation SOP
6. Event Management SOP
7. Marketing and Promotion SOP
8. Facility Maintenance SOP
9. Volunteer Management SOP
10. Financial Management SOP

Presentations

Museum Manager 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 Budget Report
2. Exhibition Proposal
3. Visitor Feedback Analysis
4. Staff Performance Review
5. Strategic Planning Meeting

Legal Docs

There are several key times when a Museum Manager 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. Loan Agreement Template
3. Non-Disclosure Agreement Template
4. Event Rental Agreement Template
5. Intellectual Property License Agreement Template

Health & Safety Templates

Health & Safety templates for a Museum Manager 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. Emergency Evacuation Plan Template
4. Safety Inspection Checklist Template
5. Training Attendance Record Template

Calendars

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

1. Monthly Staff Schedule Calendar
2. Exhibition and Event Calendar
3. Maintenance and Cleaning Calendar
4. Budget and Finance Calendar
5. Marketing and Promotions Calendar

Invoice Templates

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

1. Membership Renewal Invoice
2. Event Rental Invoice
3. Donation Acknowledgement Invoice
4. Exhibition Sponsorship Invoice
5. Gift Shop Sales Invoice

Survey Templates

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

1. Visitor Satisfaction Survey
2. Exhibit Feedback Survey
3. Program Evaluation Survey
4. Membership Satisfaction Survey
5. Event Feedback Survey

Meeting Agendas

Having premade Museum Manager 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. Staff Meeting
2. Budget Review Meeting
3. Exhibition Planning Meeting
4. Marketing Strategy Meeting
5. Board of Directors Meeting

Budget Templates

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

1. Monthly Operating Budget Template
2. Staffing Budget Template
3. Exhibition and Program Budget Template
4. Marketing and Promotion Budget Template
5. Maintenance and Facilities Budget Template

Dashboards

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

1. Visitor Attendance Dashboard
2. Exhibition Performance Dashboard
3. Financial Overview Dashboard
4. Membership Engagement Dashboard
5. Marketing Campaign Dashboard

Proposal Templates

For bidding or requesting work, a Museum Manager 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. Exhibition Proposal
2. Fundraising Proposal
3. Educational Program Proposal
4. Marketing and Promotion Proposal
5. Facility 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 Museum Manager 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.