Plater Templates

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

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Plater Templates

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

1. Production Schedule
2. Material Inventory
3. Quality Control Checklist
4. Work Order
5. Equipment Maintenance Log
6. Cost Analysis Report
7. Employee Timesheet
8. Sales Order
9. Purchase Order
10. Monthly Production Report


Reports are often prepared by a Plater 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 Efficiency Report
2. Quality Control Report
3. Inventory Management Report
4. Material Usage Report
5. Equipment Maintenance Report
6. Cost Analysis Report
7. Workforce Productivity Report
8. Sales and Revenue Report
9. Waste Management Report
10. Safety Compliance 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 Plater does and how they do it.

1. Preparing Plating Solution SOP
2. Cleaning Plating Equipment SOP
3. Inspecting Plating Quality SOP
4. Troubleshooting Plating Issues SOP
5. Handling Hazardous Chemicals SOP
6. Maintaining Plating Equipment SOP
7. Conducting Plating Thickness Tests SOP
8. Recording Plating Data SOP
9. Calibrating Plating Equipment SOP
10. Ensuring Workplace Safety SOP


Plater 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. Production Efficiency Analysis Template
3. Quality Control Metrics Template
4. Inventory Management Dashboard Template
5. Cost Analysis and Budget Template

Legal Docs

There are several key times when a Plater 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. Purchase Agreement Template
4. Supplier Agreement Template
5. Product Liability Waiver Template

Health & Safety Templates

Health & Safety templates for a Plater 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. Toolbox Talk Template
5. Personal Protective Equipment (PPE) Checklist Template


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

1. Production Schedule Calendar
2. Maintenance Calendar
3. Quality Control Calendar
4. Inventory Management Calendar
5. Employee Shift Schedule Calendar

Invoice Templates

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

1. Sales Invoice: This invoice is used to bill customers for the products manufactured and sold by the company.
2. Purchase Invoice: This invoice is used to record and track the purchases made by the company for raw materials and other supplies.
3. Supplier Invoice: This invoice is received from suppliers for the goods or services provided to the manufacturing company.
4. Expense Invoice: This invoice is used to document and track the various expenses incurred by the manufacturing company, such as utilities, rent, or maintenance.
5. Payroll Invoice: This invoice is used to calculate and record the wages and salaries of the employees working in the manufacturing company

Survey Templates

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

1. Employee Satisfaction Survey
2. Product Quality Feedback Survey
3. Customer Satisfaction Survey
4. Safety and Compliance Survey
5. Process Improvement Survey

Meeting Agendas

Having premade Plater 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 Production Review Meeting
2. Quality Assurance Meeting
3. Safety and Compliance Meeting
4. Supply Chain and Inventory Meeting
5. Team Performance Evaluation Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Monthly Revenue Budget Template
3. Production Cost Budget Template
4. Labor Cost Budget Template
5. Capital Expenditure Budget Template


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

1. Production Efficiency Dashboard
2. Quality Control Dashboard
3. Inventory Management Dashboard
4. Cost Analysis Dashboard
5. Machine Maintenance Dashboard

Proposal Templates

For bidding or requesting work, a Plater 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 Cost Reduction Proposal
2. Equipment Upgrade Proposal
3. Process Optimization Proposal
4. Quality Control Enhancement Proposal
5. Employee Training and Development 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 Plater 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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