Other Personal Services Worker Templates

Looking for Other Personal Services Worker Templates to download? See the main templates that a Other Personal Services Worker would use in their day-to-day work.

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Other Personal Services Worker Templates

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

1. Client Intake Form
2. Daily Schedule Template
3. Service Agreement Template
4. Invoice Template
5. Expense Tracker Spreadsheet
6. Weekly Time Sheet Template
7. Marketing Plan Template
8. Performance Evaluation Form
9. Inventory Checklist Template
10. Monthly Financial Report Template


Reports are often prepared by a Other Personal Services Worker 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 Sales Report
2. Customer Satisfaction Report
3. Inventory Report
4. Staff Performance Report
5. Appointment Bookings Report
6. Financial Statement Report
7. Marketing Campaign Report
8. Product Usage Report
9. Client Retention Report
10. Training and Development Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Other Personal Services Worker does and how they do it.

1. Client Intake SOP
2. Personal Care Plan SOP
3. Bathing and Grooming SOP
4. Medication Administration SOP
5. Meal Preparation SOP
6. Mobility Assistance SOP
7. Housekeeping SOP
8. Documentation and Reporting SOP
9. Emergency Response SOP
10. Client Discharge SOP


Other Personal Services Worker 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. Client Feedback Presentation Template
3. Staff Training and Development Template
4. Marketing Campaign Analysis Template
5. Monthly Performance Review Template

Legal Docs

There are several key times when a Other Personal Services Worker 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. Client Consent Form Template
3. Liability Waiver Template
4. Confidentiality Agreement Template
5. Service Contract Template

Health & Safety Templates

Health & Safety templates for a Other Personal Services Worker 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. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Evacuation Plan Template


Setting up Other Personal Services Worker calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Appointment Calendar
2. Work Schedule Calendar
3. Client Availability Calendar
4. Marketing Calendar
5. Training Calendar

Invoice Templates

Several types of Other Personal Services Worker invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Hair Styling Services Invoice
2. Facial and Skincare Services Invoice
3. Manicure and Pedicure Services Invoice
4. Massage Therapy Services Invoice
5. Waxing and Hair Removal Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Service Quality Assessment Survey
3. Product Feedback Survey
4. Employee Performance Evaluation Survey
5. Market Research Survey

Meeting Agendas

Having premade Other Personal Services Worker 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. Client Assessment Meeting
3. Training and Development Meeting
4. Performance Review Meeting
5. Team Building Meeting

Budget Templates

To manage finances well, a Other Personal Services Worker would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Personal Care Supplies Budget
3. Marketing and Advertising Budget
4. Equipment and Maintenance Budget
5. Professional Development and Training Budget


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

1. Client Services Dashboard
2. Staff Performance Dashboard
3. Financial Performance Dashboard
4. Inventory Management Dashboard
5. Marketing and Sales Dashboard

Proposal Templates

For bidding or requesting work, a Other Personal Services Worker 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 Marketing Proposal
2. Client Retention Proposal
3. New Service Introduction Proposal
4. Staff Training Proposal
5. Equipment Upgrade 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 Other Personal Services Worker 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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