Ocean Fishing Guide Templates

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

1. Daily Fishing Log
2. Trip Itinerary
3. Safety Checklist
4. Equipment Inventory
5. Client Waiver Form
6. Expense Report
7. Monthly Budget Tracker
8. Marketing Plan
9. Staff Schedule
10. Fish Species Identification Guide

Reports

Reports are often prepared by a Ocean Fishing Guide 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 Catch Report
2. Customer Satisfaction Survey
3. Revenue and Expenses Report
4. Weather Conditions Report
5. Equipment Maintenance Report
6. Safety Incident Report
7. Marketing Campaign Performance Report
8. Fish Population Report
9. Competitor Analysis Report
10. Employee Performance 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 Ocean Fishing Guide does and how they do it.

1. Safety and Emergency Procedures
2. Boat Maintenance Checklist
3. Fishing Equipment Inventory
4. Pre-Trip Checklist
5. Fishing Techniques Guide
6. Customer Service Guidelines
7. Fish Species Identification
8. Weather Monitoring Protocol
9. First Aid and CPR Procedures
10. Cleaning and Sanitization Procedures

Presentations

Ocean Fishing Guide 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 Fishing Report
2. Safety and Emergency Procedures
3. Fishing Techniques and Tips
4. Local Marine Life and Ecosystems
5. Customer Satisfaction and Feedback Analysis

Legal Docs

There are several key times when a Ocean Fishing Guide 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. Liability Waiver Template
2. Fishing Charter Agreement Template
3. Boat Rental Agreement Template
4. Release of Liability Template
5. Safety Guidelines Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Emergency Response Plan Template
3. Personal Protective Equipment (PPE) Assessment Form
4. Hazard Communication Program Template
5. Incident Report Form

Calendars

Setting up Ocean Fishing Guide calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Fishing Season Calendar
2. Tide and Moon Phase Calendar
3. Weather Forecast Calendar
4. Charter Booking Calendar
5. Equipment Maintenance Calendar

Invoice Templates

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

1. Monthly Fishing Charter Invoice
2. Equipment Rental Invoice
3. Bait and Tackle Invoice
4. Accommodation and Meals Invoice
5. Additional Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Fishing Experience Survey
3. Equipment and Gear Survey
4. Safety and Security Survey
5. Trip Planning and Booking Survey

Meeting Agendas

Having premade Ocean Fishing Guide 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. Safety Training Meeting
3. Equipment Maintenance Meeting
4. Customer Feedback Review Meeting
5. Marketing Strategy Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Equipment and Maintenance Budget
3. Marketing and Advertising Budget
4. Staffing and Payroll Budget
5. Travel and Accommodation Budget

Dashboards

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

1. Monthly Catch Analysis Dashboard
2. Weather and Sea Conditions Dashboard
3. Customer Satisfaction Dashboard
4. Equipment Maintenance Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Ocean Fishing Guide 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 Fishing Charter Proposal
2. Deep Sea Fishing Adventure Proposal
3. Family Fishing Trip Proposal
4. Corporate Team Building Fishing Proposal
5. Specialized Fishing Experience 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 Ocean Fishing Guide 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.

Ocean Fishing Guide Templates