Petroleum Engineer Templates

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

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Petroleum Engineer Templates

There is a huge number of templates that someone in the Petroleum Engineer 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 Petroleum Engineer. 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 Production Report
2. Well Test Analysis Spreadsheet
3. Reservoir Simulation Model
4. Drilling Cost Estimate Template
5. Field Development Plan
6. Risk Assessment Matrix
7. Equipment Maintenance Log
8. Environmental Impact Assessment Report
9. Project Progress Tracker
10. Economic Evaluation Spreadsheet


Reports are often prepared by a Petroleum Engineer 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. Production Report
2. Reservoir Performance Report
3. Well Testing Report
4. Drilling Report
5. Cost Analysis Report
6. Environmental Impact Report
7. Safety Compliance Report
8. Equipment Maintenance Report
9. Field Operations Report
10. Reserves Evaluation 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 Petroleum Engineer does and how they do it.

1. Well Drilling SOP
2. Production Optimization SOP
3. Reservoir Management SOP
4. Health, Safety, and Environment SOP
5. Well Testing and Evaluation SOP
6. Equipment Maintenance SOP
7. Data Analysis and Interpretation SOP
8. Risk Assessment and Mitigation SOP
9. Project Planning and Execution SOP
10. Regulatory Compliance SOP


Petroleum Engineer 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 Production Report
2. Reservoir Analysis Presentation
3. Drilling Performance Review
4. Field Development Plan Update
5. Health, Safety, and Environment (HSE) Presentation

Legal Docs

There are several key times when a Petroleum Engineer 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. Service Agreement Template
4. Equipment Lease Agreement Template
5. Environmental Compliance Template

Health & Safety Templates

Health & Safety templates for a Petroleum Engineer 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 Meeting Minutes Template
4. Job Safety Analysis Template
5. Emergency Response Plan Template


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

1. Project Schedule Calendar
2. Rig Deployment Calendar
3. Maintenance and Inspection Calendar
4. Production Forecast Calendar
5. Training and Development Calendar

Invoice Templates

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

1. Monthly Service Invoice
2. Equipment Rental Invoice
3. Travel Expense Invoice
4. Consulting Fee Invoice
5. Project Completion Invoice

Survey Templates

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

1. Monthly Production Survey
2. Equipment Maintenance Survey
3. Safety and Compliance Survey
4. Environmental Impact Survey
5. Employee Satisfaction Survey

Meeting Agendas

Having premade Petroleum Engineer 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 Project Review Meeting
2. Production Optimization Meeting
3. Safety and Risk Assessment Meeting
4. Reservoir Management Meeting
5. Team Collaboration and Planning Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Project Budget Template
4. Travel and Accommodation Budget Template
5. Equipment and Maintenance Budget Template


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

1. Production Dashboard
2. Reservoir Performance Dashboard
3. Drilling Efficiency Dashboard
4. Cost Analysis Dashboard
5. Safety and Environmental Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Petroleum Engineer 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. Exploration and Production Proposal
2. Reservoir Characterization Proposal
3. Drilling and Completion Proposal
4. Field Development Proposal
5. Enhanced Oil Recovery 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 Petroleum Engineer 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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