Poker Dealer Templates

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

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

Poker Dealer Templates

There is a huge number of templates that someone in the Poker Dealer 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 Poker Dealer. 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 Schedule
2. Payroll Spreadsheet
3. Cash Register Reconciliation
4. Player Tracking Sheet
5. Tip Distribution Spreadsheet
6. Incident Report Form
7. Inventory Checklist
8. Tournament Registration Form
9. Performance Evaluation Template
10. Training Manual


Reports are often prepared by a Poker Dealer 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. Daily Cash Report
2. Monthly Revenue Report
3. Player Activity Report
4. Table Occupancy Report
5. Tournament Results Report
6. Customer Complaints Report
7. Inventory Report
8. Employee Attendance Report
9. Security Incident Report
10. Marketing Campaign Performance 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 Poker Dealer does and how they do it.

1. Opening Procedures
2. Cash Handling Procedures
3. Game Setup Procedures
4. Dealing Procedures
5. Player Interaction Procedures
6. Chip Counting Procedures
7. Table Maintenance Procedures
8. Closing Procedures
9. Tournament Procedures
10. Emergency Procedures


Poker Dealer 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 Revenue Analysis
2. Customer Satisfaction Report
3. Training and Development Program
4. Tournament Schedule and Results
5. Promotions and Special Events Update

Legal Docs

There are several key times when a Poker Dealer 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. Incident Report Template
4. Customer Waiver Template
5. Responsible Gaming Policy Template

Health & Safety Templates

Health & Safety templates for a Poker Dealer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. First Aid Kit Checklist Template
3. Fire Safety Inspection Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Workplace Hazard Assessment Template


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

1. Monthly Work Schedule Calendar
2. Tournament Schedule Calendar
3. Special Event Calendar
4. Staff Meeting Calendar
5. Vacation Request Calendar

Invoice Templates

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

1. Monthly Poker Table Rental Invoice
2. Monthly Poker Tournament Entry Fee Invoice
3. Monthly Poker Chip Purchase Invoice
4. Monthly Poker Dealer Service Invoice
5. Monthly Poker Room Rental Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Table Performance Survey
4. Tournament Experience Survey
5. Poker Room Facilities Survey

Meeting Agendas

Having premade Poker Dealer 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. Staff Meeting
2. Training Session
3. Performance Review
4. Schedule Planning
5. Team Building Activity

Budget Templates

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

1. Monthly Income Budget Template
2. Monthly Expense Budget Template
3. Savings and Investment Budget Template
4. Debt Repayment Budget Template
5. Miscellaneous Expenses Budget Template


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

1. Revenue Dashboard
2. Customer Satisfaction Dashboard
3. Attendance Dashboard
4. Inventory Dashboard
5. Performance Dashboard

Proposal Templates

For bidding or requesting work, a Poker Dealer 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 Poker Tournament Proposal
2. Casino Night Event Proposal
3. Poker Training Workshop Proposal
4. VIP Poker Experience Proposal
5. Poker Tournament Sponsorship 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 Poker Dealer 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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