Nursing Manager Templates

Nursing Manager Templates

There is a huge number of templates that someone in the Nursing 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 Nursing 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 Staff Schedule
2. Performance Evaluation Form
3. Budget Report
4. Patient Care Plan Template
5. Incident Report Form
6. Staff Training Record
7. Inventory Management Spreadsheet
8. Quality Improvement Plan Template
9. Staff Meeting Agenda
10. Patient Satisfaction Survey Template

Reports

Reports are often prepared by a Nursing 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. Monthly Staffing Report
2. Patient Satisfaction Report
3. Quality Improvement Report
4. Budget and Expense Report
5. Admissions and Discharge Report
6. Medication Error Report
7. Infection Control Report
8. Staff Training and Development Report
9. Patient Fall Report
10. Equipment Maintenance 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 Nursing Manager does and how they do it.

1. Employee Orientation SOP
2. Medication Administration SOP
3. Infection Control SOP
4. Patient Assessment SOP
5. Emergency Response SOP
6. Quality Improvement SOP
7. Staffing and Scheduling SOP
8. Patient Discharge SOP
9. Equipment Maintenance SOP
10. Performance Evaluation SOP

Presentations

Nursing 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 Staff Meeting Presentation Template
2. Performance Review Presentation Template
3. Training and Development Presentation Template
4. Quality Improvement Presentation Template
5. Budget and Resource Allocation Presentation Template

Legal Docs

There are several key times when a Nursing 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. Consent Form Template
3. Incident Report Template
4. Performance Evaluation Template
5. Policy and Procedure Template

Health & Safety Templates

Health & Safety templates for a Nursing 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. Safety Inspection Checklist Template
4. Employee Training Record Template
5. Emergency Response Plan Template

Calendars

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

1. Staff Schedule Calendar
2. Patient Appointment Calendar
3. Training and Education Calendar
4. Quality Improvement Calendar
5. Budget and Finance Calendar

Invoice Templates

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

1. Monthly Staffing Invoice
2. Medical Supplies Invoice
3. Equipment Rental Invoice
4. Training and Education Invoice
5. Insurance Claims Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Employee Engagement Survey
3. Quality Improvement Survey
4. Training Needs Assessment Survey
5. Staffing and Workload Survey

Meeting Agendas

Having premade Nursing 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 Performance Review Meeting
2. Team Collaboration Meeting
3. Budget Planning Meeting
4. Quality Improvement Meeting
5. Staff Training and Development Meeting

Budget Templates

To manage finances well, a Nursing 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. Supplies and Equipment Budget Template
4. Training and Development Budget Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Staffing Dashboard
2. Patient Satisfaction Dashboard
3. Quality Metrics Dashboard
4. Financial Performance Dashboard
5. Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Nursing 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. Staffing Proposal: This proposal outlines the staffing needs for the healthcare facility, including the number of nurses required for each shift and the qualifications necessary for each position.

2. Equipment Proposal: This proposal details the equipment needs for the healthcare facility, including medical devices, supplies, and technology necessary to provide quality patient care.

3. Training Proposal: This proposal outlines the training needs for the nursing staff, including continuing education courses, certification programs, and on-the-job training opportunities.

4. Budget Proposal: This proposal details the budget needs for the healthcare facility, including projected expenses for staffing, equipment, and training, as well as potential revenue sources.

5. Quality Improvement Proposal: This proposal outlines strategies for improving the quality of patient care, including measures to reduce medical errors, increase patient satisfaction, and improve overall outcomes

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 Nursing 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.