Office Manager Templates

Office Manager Templates

There is a huge number of templates that someone in the Office 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 Office 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 Spreadsheet
2. Employee Attendance Tracker
3. Meeting Agenda Template
4. Expense Report Spreadsheet
5. Performance Evaluation Form
6. Purchase Order Template
7. Vacation Request Form
8. Weekly Schedule Template
9. Project Status Report
10. Office Supply Inventory Spreadsheet

Reports

Reports are often prepared by a Office 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. Profit and Loss Statement
2. Accounts Receivable Aging Report
3. Accounts Payable Aging Report
4. Cash Flow Statement
5. Budget vs. Actual Report
6. Sales Report
7. Inventory Report
8. Payroll Report
9. Employee Attendance Report
10. Expense 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 Office Manager does and how they do it.

1. Employee Onboarding SOP
2. Meeting Room Reservation SOP
3. Office Supplies Replenishment SOP
4. Mail Handling SOP
5. Travel Arrangements SOP
6. Expense Reimbursement SOP
7. IT Support Request SOP
8. Document Filing and Organization SOP
9. Office Equipment Maintenance SOP
10. Health and Safety Procedures SOP

Presentations

Office 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 Sales Report Template
2. Staff Meeting Agenda Template
3. Financial Performance Review Template
4. Project Status Update Template
5. Client Presentation Template

Legal Docs

There are several key times when a Office 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. Non-Disclosure Agreement Template
3. Purchase Agreement Template
4. Lease Agreement Template
5. Confidentiality Agreement Template

Health & Safety Templates

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

1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Workplace Inspection Checklist Template
4. First Aid Kit Inventory Template
5. Safety Meeting Agenda Template

Calendars

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

1. Monthly Staff Meeting Calendar
2. Employee Vacation and Time Off Calendar
3. Conference and Training Schedule Calendar
4. Project Deadlines and Milestones Calendar
5. Office Events and Celebrations Calendar

Invoice Templates

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

1. Monthly Office Supplies Invoice
2. Employee Payroll Invoice
3. Client Services Invoice
4. Utility and Rent Invoice
5. Travel and Expense Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Office Supplies and Equipment Survey
4. Meeting and Event Planning Survey
5. Office Communication and Collaboration Survey

Meeting Agendas

Having premade Office 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. Monthly Staff Meeting
2. Departmental Team Meeting
3. Executive Leadership Meeting
4. Project Status Meeting
5. Client Relationship Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Payroll Budget Template
3. Office Supplies Budget Template
4. Travel and Entertainment Budget Template
5. Miscellaneous Expenses Budget Template

Dashboards

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

1. Financial Performance Dashboard
2. Employee Productivity Dashboard
3. Inventory Management Dashboard
4. Sales and Revenue Dashboard
5. Project Tracking Dashboard

Proposal Templates

For bidding or requesting work, a Office 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. Monthly Budget Proposal
2. Office Supplies Proposal
3. Staff Training Proposal
4. Equipment Upgrade Proposal
5. Office Space Renovation 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 Office 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.