Probation Worker Templates

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

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Probation Worker Templates

There is a huge number of templates that someone in the Probation Worker 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 Probation Worker. 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 Case Summary Report
2. Individualized Service Plan Template
3. Progress Notes Template
4. Risk Assessment Template
5. Court Report Template
6. Pre-Sentence Investigation Report Template
7. Case Closure Summary Template
8. Community Resource Directory Template
9. Case Referral Form Template
10. Supervision Log Template

Reports

Reports are often prepared by a Probation Worker 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 Case Load Report
2. Offender Progress Report
3. Risk Assessment Report
4. Court Appearance Report
5. Violation Report
6. Treatment Compliance Report
7. Community Service Report
8. Employment Verification Report
9. Substance Abuse Testing Report
10. Reentry Plan 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 Probation Worker does and how they do it.

1. Intake Assessment SOP
2. Case Management SOP
3. Home Visit SOP
4. Court Report SOP
5. Substance Abuse Assessment SOP
6. Mental Health Assessment SOP
7. Supervision Meeting SOP
8. Referral Process SOP
9. Progress Monitoring SOP
10. Discharge Planning SOP

Presentations

Probation Worker 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 Progress Report Template
2. Case Review Presentation Template
3. Community Outreach Presentation Template
4. Training and Development Presentation Template
5. Program Evaluation Presentation Template

Legal Docs

There are several key times when a Probation Worker 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. Pre-sentence Investigation Report Template
2. Probation Agreement Template
3. Progress Report Template
4. Violation Report Template
5. Termination of Probation Template

Health & Safety Templates

Health & Safety templates for a Probation Worker 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. Health and Safety Inspection Checklist Template
4. First Aid Log Template
5. Training Attendance Record Template

Calendars

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

1. Monthly Case Review Calendar
2. Court Hearing Calendar
3. Supervision and Check-In Calendar
4. Training and Professional Development Calendar
5. Community Events and Resources Calendar

Invoice Templates

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

1. Monthly Client Services Invoice
2. Travel Expense Invoice
3. Training and Professional Development Invoice
4. Equipment and Supplies Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Program Evaluation Survey
3. Risk Assessment Survey
4. Community Needs Assessment Survey
5. Case Progress Monitoring Survey

Meeting Agendas

Having premade Probation Worker 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 Case Review Meeting
2. Team Collaboration Meeting
3. Individual Supervision Meeting
4. Community Resources Meeting
5. Staff Training Meeting

Budget Templates

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

1. Monthly Income and Expenses Template
2. Personal Budget Template
3. Debt Repayment Plan Template
4. Savings and Investment Tracker Template
5. Monthly Spending Analysis Template

Dashboards

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

1. Case Management Dashboard
2. Client Progress Dashboard
3. Risk Assessment Dashboard
4. Compliance Monitoring Dashboard
5. Resource Allocation Dashboard

Proposal Templates

For bidding or requesting work, a Probation Worker 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 Progress Report Proposal
2. Case Management Proposal
3. Community Outreach Proposal
4. Treatment Plan Proposal
5. Program Evaluation 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 Probation Worker 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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