Policy And Planning Manager Templates

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

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Policy And Planning Manager Templates

There is a huge number of templates that someone in the Policy And Planning Manager 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 Policy And Planning Manager. 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 Policy Report
2. Strategic Planning Document
3. Budget Spreadsheet
4. Performance Evaluation Template
5. Stakeholder Analysis Worksheet
6. Risk Assessment Matrix
7. Project Proposal Template
8. Meeting Agenda and Minutes Template
9. Policy Implementation Checklist
10. Policy Review and Revision Template


Reports are often prepared by a Policy And Planning Manager 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 Financial Performance Report
2. Sales and Revenue Analysis Report
3. Budget Variance Report
4. Key Performance Indicators (KPIs) Report
5. Market Research and Analysis Report
6. Project Progress Report
7. Risk Assessment and Mitigation Report
8. Stakeholder Engagement Report
9. Policy Implementation Report
10. Strategic Planning 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 Policy And Planning Manager does and how they do it.

1. Strategic Planning SOP
2. Policy Development SOP
3. Performance Measurement SOP
4. Risk Assessment SOP
5. Stakeholder Engagement SOP
6. Budgeting and Financial Planning SOP
7. Project Management SOP
8. Data Analysis and Reporting SOP
9. Continuous Improvement SOP
10. Compliance and Regulatory SOP


Policy And Planning Manager 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 Performance Review Template
2. Strategic Planning Template
3. Budget Analysis Template
4. Stakeholder Engagement Template
5. Policy Implementation Template

Legal Docs

There are several key times when a Policy And Planning Manager 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. Memorandum of Understanding Template
4. Contract Template
5. Policy and Procedure Template

Health & Safety Templates

Health & Safety templates for a Policy And Planning Manager 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. Emergency Response Plan Template
5. Training Attendance Record Template


Setting up Policy And Planning Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Planning Calendar
2. Project Timeline Calendar
3. Meeting Schedule Calendar
4. Task Tracker Calendar
5. Performance Review Calendar

Invoice Templates

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

1. Monthly Budget Report Invoice
2. Project Funding Request Invoice
3. Stakeholder Meeting Expense Invoice
4. Resource Allocation Invoice
5. Annual Performance Evaluation Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Market Research Survey
4. Training Needs Assessment Survey
5. Performance Evaluation Survey

Meeting Agendas

Having premade Policy And Planning Manager 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 Strategic Planning Meeting
2. Budget Review Meeting
3. Performance Evaluation Meeting
4. Stakeholder Engagement Meeting
5. Project Status Update Meeting

Budget Templates

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

1. Monthly Operating Budget Template
2. Departmental Budget Template
3. Capital Expenditure Budget Template
4. Project Budget Template
5. Cash Flow Budget Template


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

1. Monthly Performance Dashboard
2. Budget and Financial Dashboard
3. Stakeholder Engagement Dashboard
4. Project Management Dashboard
5. Risk and Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Policy And Planning Manager 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. Budget Proposal: This proposal outlines the financial plan for the upcoming month, including projected expenses and revenue.
2. Project Proposal: This proposal details the scope, timeline, and resources needed for a specific project.
3. Policy Proposal: This proposal suggests changes or updates to existing policies and procedures within the organization.
4. Strategic Plan Proposal: This proposal outlines the long-term goals and objectives for the organization and the steps needed to achieve them.
5. Performance Evaluation Proposal: This proposal evaluates the performance of employees and suggests areas for improvement or recognition

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 Policy And Planning Manager 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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