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Parliamentary Librarian Templates
Contents
Parliamentary Librarian Templates
There is a huge number of templates that someone in the Parliamentary Librarian 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 Parliamentary Librarian. 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 Template
2. Staff Schedule Template
3. Meeting Agenda Template
4. Research Report Template
5. Collection Inventory Template
6. Newsletter Template
7. Event Planning Template
8. Committee Meeting Minutes Template
9. Purchase Order Template
10. Annual Report Template
Reports
Reports are often prepared by a Parliamentary Librarian 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 Acquisition Report
2. Circulation Statistics Report
3. Reference Services Report
4. Interlibrary Loan Report
5. Collection Development Report
6. Budget Expenditure Report
7. User Satisfaction Survey Report
8. Staff Training and Development Report
9. Digital Resources Usage Report
10. Special Events and Programs 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 Parliamentary Librarian does and how they do it.
1. Acquisition of Library Materials SOP
2. Cataloging and Classification SOP
3. Circulation and Loaning SOP
4. Reference and Research Services SOP
5. Interlibrary Loan SOP
6. Preservation and Conservation SOP
7. Collection Development SOP
8. Library Instruction and Training SOP
9. Digital Library Management SOP
10. Library Outreach and Promotion SOP
Presentations
Parliamentary Librarian 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 Budget Report
2. Legislative Research Findings
3. Committee Meeting Agenda
4. Annual Library Performance Review
5. Information Literacy Workshop Materials
Legal Docs
There are several key times when a Parliamentary Librarian 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. Copyright License Agreement Template
2. Non-Disclosure Agreement Template
3. Memorandum of Understanding Template
4. Purchase Agreement Template
5. Employment Contract Template
Health & Safety Templates
Health & Safety templates for a Parliamentary Librarian 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 Evacuation Plan Template
4. Workplace Inspection Checklist Template
5. Health and Safety Training Attendance Record Template
Calendars
Setting up Parliamentary Librarian calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Staff Meeting Calendar
2. Program and Event Calendar
3. Acquisition and Cataloging Calendar
4. Reference and Research Calendar
5. Budget and Finance Calendar
Invoice Templates
Several types of Parliamentary Librarian invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Subscription Invoice: This invoice is used to bill clients for their monthly subscription to the library’s services. It includes the subscription fee and any additional charges for services used during the month.
2. Interlibrary Loan Invoice: This invoice is used to bill clients for any interlibrary loans that were requested during the month. It includes the cost of the loan and any additional fees for processing and handling.
3. Research Services Invoice: This invoice is used to bill clients for any research services provided during the month. It includes the hourly rate for the librarian’s time and any additional charges for materials or resources used.
4. Photocopying and Printing Invoice: This invoice is used to bill clients for any photocopying or printing services provided during the month. It includes the cost per page and any additional charges for color printing or special requests.
5. Late Fee Invoice: This invoice is used to bill clients for any late fees incurred during the month. It includes the amount of the fee and
Survey Templates
For a Parliamentary Librarian to get insights related to the work they do, they need to send out Parliamentary Librarian surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patron Satisfaction Survey
2. Collection Evaluation Survey
3. Program and Event Feedback Survey
4. Digital Resources Usage Survey
5. Library Services Assessment Survey
Meeting Agendas
Having premade Parliamentary Librarian 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. Collection Development Meeting
3. Budget Planning Meeting
4. Outreach and Programming Meeting
5. Policy and Procedure Review Meeting
Budget Templates
To manage finances well, a Parliamentary Librarian would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Operating Budget Template
2. Staffing Budget Template
3. Collection Development Budget Template
4. Facilities Maintenance Budget Template
5. Technology and Equipment Budget Template
Dashboards
Dashboards are a useful way for a Parliamentary Librarian to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Budget Dashboard
2. Collection Analysis Dashboard
3. User Engagement Dashboard
4. Resource Utilization Dashboard
5. Performance Metrics Dashboard
Proposal Templates
For bidding or requesting work, a Parliamentary Librarian 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. Collection Development Proposal
3. Technology Upgrade Proposal
4. Staff Training Proposal
5. Outreach Program Proposal
Get Your Template Made
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