Position Description Manager Templates

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

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Position Description Manager Templates

There is a huge number of templates that someone in the Position Description 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 Position Description 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 Performance Report
2. Employee Evaluation Form
3. Training Needs Assessment
4. Project Status Update
5. Budget Analysis Spreadsheet
6. Meeting Agenda Template
7. Strategic Planning Document
8. Job Description Template
9. Performance Improvement Plan
10. Team Communication Log


Reports are often prepared by a Position Description 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. Sales Performance Report
2. Financial Statement Report
3. Employee Productivity Report
4. Customer Satisfaction Report
5. Inventory Management Report
6. Marketing Campaign Report
7. Project Status Report
8. Competitive Analysis Report
9. Training and Development Report
10. Operational Efficiency 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 Position Description Manager does and how they do it.

1. New Employee Onboarding SOP
2. Performance Evaluation SOP
3. Training and Development SOP
4. Employee Termination SOP
5. Recruitment and Selection SOP
6. Policy and Procedure Development SOP
7. Employee Grievance Handling SOP
8. Employee Benefits Administration SOP
9. Employee Attendance and Leave Management SOP
10. Employee Recognition and Rewards SOP


Position Description 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 Sales Report Template
2. Performance Review Template
3. Project Status Update Template
4. Training and Development Template
5. Strategic Planning Template

Legal Docs

There are several key times when a Position Description 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. Performance Evaluation Template
4. Termination Letter Template
5. Employee Handbook Template

Health & Safety Templates

Health & Safety templates for a Position Description 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template


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

1. Monthly Planning Calendar
2. Team Meeting Calendar
3. Project Timeline Calendar
4. Employee Schedule Calendar
5. Marketing Campaign Calendar

Invoice Templates

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

1. Sales Invoice
2. Purchase Invoice
3. Service Invoice
4. Expense Invoice
5. Credit Memo

Survey Templates

For a Position Description Manager to get insights related to the work they do, they need to send out Position Description 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. Training Needs Assessment Survey
4. Performance Evaluation Survey
5. Market Research Survey

Meeting Agendas

Having premade Position Description 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 Team Meeting
2. Performance Review Meeting
3. Project Status Update Meeting
4. Training and Development Meeting
5. Stakeholder Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Projection Budget Template
3. Departmental Budget Template
4. Capital Expenditure Budget Template
5. Cash Flow Budget Template


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

1. Sales Performance Dashboard
2. Financial Metrics Dashboard
3. Employee Productivity Dashboard
4. Customer Satisfaction Dashboard
5. Project Management Dashboard

Proposal Templates

For bidding or requesting work, a Position Description 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. Monthly Budget Proposal
2. Employee Training Proposal
3. Performance Evaluation Proposal
4. Project Implementation Proposal
5. Strategic Planning 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 Position Description 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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