Office Messenger Templates

Office Messenger Templates

There is a huge number of templates that someone in the Office Messenger 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 Messenger. 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 Delivery Log
2. Weekly Schedule
3. Expense Report
4. Monthly Inventory Checklist
5. Meeting Minutes
6. Time Sheet
7. Purchase Order
8. Employee Contact List
9. Performance Evaluation Form
10. Monthly Newsletter

Reports

Reports are often prepared by a Office Messenger 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 Expense Report
2. Sales Performance Report
3. Inventory Status Report
4. Customer Satisfaction Report
5. Employee Attendance Report
6. Financial Statement Report
7. Project Progress Report
8. Marketing Campaign Report
9. Supplier Performance Report
10. Office Supply Inventory 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 Messenger does and how they do it.

1. Daily Mail Sorting SOP
2. Package Delivery SOP
3. Office Supply Replenishment SOP
4. Interdepartmental Document Distribution SOP
5. Mailroom Organization SOP
6. Courier Service Coordination SOP
7. Office Equipment Maintenance SOP
8. Confidential Document Handling SOP
9. Office Errands SOP
10. Office Communication Protocol SOP

Presentations

Office Messenger 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. Team Meeting Agenda Template
3. Client Presentation Template
4. Project Status Update Template
5. Training Session Template

Legal Docs

There are several key times when a Office Messenger 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 Messenger 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 Inspection Template
5. Safety Training Attendance Record Template

Calendars

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

1. Monthly Meeting Calendar
2. Employee Vacation Calendar
3. Project Deadline Calendar
4. Office Events Calendar
5. Client Appointment Calendar

Invoice Templates

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

1. Monthly Office Supply Invoice
2. Monthly Courier Service Invoice
3. Monthly Printing and Copying Invoice
4. Monthly Mail and Postage Invoice
5. Monthly Equipment Rental Invoice

Survey Templates

For a Office Messenger to get insights related to the work they do, they need to send out Office Messenger 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 Inventory Survey
4. Meeting Room Reservation Survey
5. Office Maintenance Feedback Survey

Meeting Agendas

Having premade Office Messenger 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. Client Meeting
5. Project Status Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Savings Goal Template
4. Debt Repayment Template
5. Miscellaneous Expenses Template

Dashboards

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

1. Sales Performance Dashboard
2. Financial Overview Dashboard
3. Employee Productivity Dashboard
4. Inventory Management Dashboard
5. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Office Messenger 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 Office Supply Proposal
2. Monthly Cleaning Services Proposal
3. Monthly Equipment Maintenance Proposal
4. Monthly Staff Training Proposal
5. Monthly Office 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 Messenger 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.