Pr Executive Templates

Pr Executive Templates

There is a huge number of templates that someone in the Pr Executive 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 Pr Executive. 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 PR Report
2. Media Contact List
3. Press Release Template
4. Event Planning Checklist
5. Social Media Content Calendar
6. Crisis Communication Plan
7. Client Meeting Agenda
8. Media Monitoring Report
9. PR Campaign Proposal
10. Monthly Newsletter Template

Reports

Reports are often prepared by a Pr Executive 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. Media Coverage Report
2. Social Media Engagement Report
3. Website Traffic Report
4. Email Marketing Performance Report
5. Advertising Campaign Effectiveness Report
6. Brand Perception Report
7. Competitor Analysis Report
8. Lead Generation Report
9. Event Attendance Report
10. ROI 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 Pr Executive does and how they do it.

1. Media Relations SOP
2. Social Media Management SOP
3. Content Creation SOP
4. Crisis Communication SOP
5. Event Planning SOP
6. Branding and Messaging SOP
7. Stakeholder Engagement SOP
8. Market Research SOP
9. Reporting and Analytics SOP
10. Influencer Outreach SOP

Presentations

Pr Executive 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. Marketing Plan Presentation Template
2. Social Media Analytics Presentation Template
3. Branding Strategy Presentation Template
4. Press Release Presentation Template
5. Event Promotion Presentation Template

Legal Docs

There are several key times when a Pr Executive 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. Non-Disclosure Agreement (NDA)
2. Media Release Form
3. Client Service Agreement
4. Influencer Collaboration Contract
5. Social Media Contest Rules

Health & Safety Templates

Health & Safety templates for a Pr Executive 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. Health and Safety Inspection Checklist Template

Calendars

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

1. Editorial Calendar:
2. Social Media Calendar:
3. Event Calendar:
4. Content Calendar:
5. Campaign Calendar

Invoice Templates

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

1. Client Services Invoice
2. Media Buying Invoice
3. Creative Services Invoice
4. Event Management Invoice
5. Public Relations Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Brand Awareness Survey
3. Market Research Survey
4. Product Feedback Survey
5. Social Media Engagement Survey

Meeting Agendas

Having premade Pr Executive 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. Client Update Meeting
3. Strategy Planning Meeting
4. Campaign Review Meeting
5. Media Relations Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Marketing Campaign Budget Template
3. Employee Salary Budget Template
4. Travel and Entertainment Budget Template
5. Advertising and Promotions Budget Template

Dashboards

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

1. Social Media Performance Dashboard
2. Website Analytics Dashboard
3. Email Marketing Dashboard
4. PR Campaign Dashboard
5. Brand Reputation Dashboard

Proposal Templates

For bidding or requesting work, a Pr Executive 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 Social Media Campaign Proposal
2. Influencer Marketing Strategy Proposal
3. Public Relations Event Proposal
4. Content Marketing Plan Proposal
5. Branding and Positioning 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 Pr Executive 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.