Or Tech Templates

Looking for Or Tech Templates to download? See the main templates that a Or Tech would use in their day-to-day work.

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Or Tech Templates

There is a huge number of templates that someone in the Or Tech 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 Or Tech. 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 Sales Report
2. Project Status Update
3. Budget Forecast
4. Employee Performance Review
5. Meeting Agenda
6. Product Roadmap
7. Customer Satisfaction Survey
8. Training Manual
9. Expense Reimbursement Form
10. Weekly Task Tracker

Reports

Reports are often prepared by a Or Tech 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. Sales Report
2. Inventory Report
3. Financial Report
4. Customer Satisfaction Report
5. Production Report
6. Quality Control Report
7. Marketing Report
8. Employee Performance Report
9. Research and Development Report
10. Competitive Analysis 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 Or Tech does and how they do it.

1. Equipment Maintenance SOP
2. Inventory Management SOP
3. Troubleshooting SOP
4. Data Backup and Recovery SOP
5. Network Security SOP
6. Software Installation and Configuration SOP
7. User Access Management SOP
8. Incident Response SOP
9. Documentation and Reporting SOP
10. Training and Development SOP

Presentations

Or Tech 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. Executive Summary Template
2. Sales Performance Template
3. Product Update Template
4. Financial Analysis Template
5. Project Status Template

Legal Docs

There are several key times when a Or Tech 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. Non-Disclosure Agreement (NDA)
2. Employment Contract
3. Service Level Agreement (SLA)
4. Software License Agreement
5. Intellectual Property Assignment Agreement

Health & Safety Templates

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

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Hazard Identification Template
4. Training Attendance Record Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Monthly Project Calendar
2. Team Meeting Calendar
3. Training and Development Calendar
4. Product Release Calendar
5. Maintenance and Support Calendar

Invoice Templates

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

1. Monthly Service Invoice
2. Hardware Sales Invoice
3. Software Licensing Invoice
4. Maintenance and Support Invoice
5. Consultation and Training Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Employee Engagement Survey
5. User Experience Survey

Meeting Agendas

Having premade Or Tech 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 Team Meeting
2. Project Status Update Meeting
3. Client Feedback Meeting
4. Training and Development Meeting
5. Performance Review Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Project Budget Template
4. Departmental Budget Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Website Traffic Dashboard
4. Product Inventory Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Or Tech 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 Sales Proposal
2. Product Development Proposal
3. Marketing Strategy Proposal
4. Client Acquisition Proposal
5. Cost Optimization 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 Or Tech 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.

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