Outdoor Adventure Leader Templates

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

Need one of these templates? Request for it to be built by one of our experts.

Outdoor Adventure Leader Templates

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

1. Trip Itinerary
2. Equipment Checklist
3. Participant Waiver Form
4. Risk Assessment Template
5. Emergency Contact List
6. Staff Schedule
7. Budget Spreadsheet
8. Activity Log
9. Incident Report Form
10. Evaluation Survey


Reports are often prepared by a Outdoor Adventure Leader 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. Attendance Report
2. Equipment Inventory Report
3. Safety Incident Report
4. Customer Satisfaction Report
5. Financial Performance Report
6. Staff Performance Report
7. Marketing Campaign Report
8. Trip Evaluation Report
9. Maintenance and Repair Report
10. Training Needs Assessment 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 Outdoor Adventure Leader does and how they do it.

1. Safety Guidelines SOP
2. Equipment Inspection SOP
3. Emergency Response SOP
4. Trip Planning SOP
5. Customer Orientation SOP
6. Risk Assessment SOP
7. First Aid Procedures SOP
8. Activity Instruction SOP
9. Environmental Conservation SOP
10. Incident Reporting SOP


Outdoor Adventure Leader 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 Activity Report
2. Safety Training Presentation
3. Team Building Workshop
4. Wilderness Survival Skills
5. Adventure Trip Planning

Legal Docs

There are several key times when a Outdoor Adventure Leader 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. Medical Consent Form Template
3. Equipment Rental Agreement Template
4. Participant Information Form Template
5. Emergency Contact Form Template

Health & Safety Templates

Health & Safety templates for a Outdoor Adventure Leader 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. Emergency Action Plan Template
4. Equipment Inspection Checklist Template
5. Staff Training Record Template


Setting up Outdoor Adventure Leader calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Activity Calendar
2. Staff Schedule Calendar
3. Equipment Maintenance Calendar
4. Training and Certification Calendar
5. Weather Forecast Calendar

Invoice Templates

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

1. Monthly Equipment Rental Invoice
2. Adventure Trip Invoice
3. Guide Services Invoice
4. Outdoor Gear Sales Invoice
5. Training and Certification Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Trip Experience Survey
3. Equipment Feedback Survey
4. Safety and Risk Assessment Survey
5. Program Improvement Survey

Meeting Agendas

Having premade Outdoor Adventure Leader 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 and Training Meeting
3. Trip Planning Meeting
4. Equipment Inventory Meeting
5. Customer Feedback Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Equipment and Gear Budget Template
3. Staff Payroll Budget Template
4. Marketing and Advertising Budget Template
5. Trip and Activity Budget Template


Dashboards are a useful way for a Outdoor Adventure Leader 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. Activity and Trip Analysis Dashboard
4. Equipment Inventory Dashboard
5. Staff Performance Dashboard

Proposal Templates

For bidding or requesting work, a Outdoor Adventure Leader 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 Adventure Trip Proposal
2. Team Building Activity Proposal
3. Wilderness Survival Training Proposal
4. Outdoor Education Program Proposal
5. Adventure Equipment Rental 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 Outdoor Adventure Leader 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.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,