Potter Templates

Potter Templates

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

1. Sales Order Form
2. Inventory Tracker
3. Production Schedule
4. Expense Report
5. Purchase Order Form
6. Customer Feedback Survey
7. Marketing Plan
8. Pricing Sheet
9. Kiln Firing Log
10. Monthly Sales Report

Reports

Reports are often prepared by a Potter 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 Report
2. Inventory Report
3. Production Report
4. Profit and Loss Report
5. Customer Feedback Report
6. Marketing Campaign Report
7. Supplier Performance Report
8. Cost Analysis Report
9. Exhibition Attendance Report
10. Trend Analysis Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Potter does and how they do it.

1. Clay Preparation SOP
2. Wheel Throwing SOP
3. Handbuilding SOP
4. Glazing SOP
5. Kiln Loading SOP
6. Kiln Firing SOP
7. Surface Decoration SOP
8. Studio Cleanup SOP
9. Inventory Management SOP
10. Packaging and Shipping SOP

Presentations

Potter 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
2. Product Showcase
3. Artist Portfolio
4. Workshop Schedule
5. Exhibition Proposal

Legal Docs

There are several key times when a Potter 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. Purchase Agreement Template
2. Commission Agreement Template
3. Non-Disclosure Agreement Template
4. Licensing Agreement Template
5. Consignment Agreement Template

Health & Safety Templates

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

1. Incident Report Template
2. Hazard Identification Checklist Template
3. Safety Meeting Minutes Template
4. Personal Protective Equipment (PPE) Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Production Calendar
2. Exhibition Calendar
3. Sales Calendar
4. Workshop Calendar
5. Marketing Calendar

Invoice Templates

Several types of Potter 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 sale of pottery items, including details such as item description, quantity, unit price, and total amount.
2. Wholesale Invoice: This invoice is used when selling pottery items in bulk to retailers or other businesses, providing information on the quantity, discounted price, and total amount.
3. Commission Invoice: This invoice is used to bill clients for custom pottery orders, including details on the agreed-upon commission percentage, item description, quantity, unit price, and total commission amount.
4. Rental Invoice: This invoice is used when renting out pottery equipment or studio space, providing information on the rental duration, daily/weekly/monthly rates, and total rental amount.
5. Shipping Invoice: This invoice is used when shipping pottery items to customers, including details on the shipping method, destination address, shipping charges, and total amount

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Artistic Preferences Survey
5. Workshop Evaluation Survey

Meeting Agendas

Having premade Potter 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 Sales Review Meeting
2. Production Planning Meeting
3. Marketing Strategy Meeting
4. Design and Innovation Meeting
5. Team Collaboration Meeting

Budget Templates

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

1. Income and Expense Tracker
2. Material and Supply Budget
3. Studio Rent and Utilities Budget
4. Marketing and Promotion Budget
5. Equipment and Maintenance Budget

Dashboards

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

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Production Efficiency Dashboard
4. Customer Engagement Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Potter 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 Exhibition Proposal
2. Commission Proposal
3. Workshop Proposal
4. Collaboration Proposal
5. Grant 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 Potter 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.