Product Manager Templates

Product Manager Templates

There is a huge number of templates that someone in the Product 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 Product 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. Product roadmap template
2. Competitive analysis template
3. Market research survey template
4. Sales forecast spreadsheet
5. Product launch checklist template
6. Customer feedback survey template
7. Project status report template
8. Budget planning spreadsheet
9. Product requirements document template
10. Stakeholder communication plan template

Reports

Reports are often prepared by a Product 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. Market Share Analysis Report
3. Customer Satisfaction Survey Report
4. Competitor Analysis Report
5. Product Development Progress Report
6. Inventory Management Report
7. Pricing Analysis Report
8. Marketing Campaign Effectiveness Report
9. Financial Performance Report
10. Product Launch Evaluation 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 Product Manager does and how they do it.

1. Product Development SOP
2. Market Research SOP
3. Competitive Analysis SOP
4. Product Launch SOP
5. Pricing Strategy SOP
6. Sales and Marketing SOP
7. Customer Feedback SOP
8. Product Improvement SOP
9. Inventory Management SOP
10. Performance Analysis SOP

Presentations

Product 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. Product Roadmap Template
3. Competitive Analysis Template
4. Marketing Campaign Performance Template
5. Stakeholder Meeting Presentation Template

Legal Docs

There are several key times when a Product 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. Non-Disclosure Agreement (NDA)
2. Service Level Agreement (SLA)
3. Master Services Agreement (MSA)
4. End User License Agreement (EULA)
5. Terms and Conditions Agreement (T&C)

Health & Safety Templates

Health & Safety templates for a Product 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 Agenda Template
4. Emergency Response Plan Template
5. Workplace Inspection Checklist Template

Calendars

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

1. Monthly Planning Calendar
2. Product Release Calendar
3. Marketing Campaign Calendar
4. Team Meeting Calendar
5. Sales Performance Calendar

Invoice Templates

Several types of Product 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 Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Market Research Survey
3. Product Feedback Survey
4. Competitive Analysis Survey
5. User Experience Survey

Meeting Agendas

Having premade Product 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 Product Strategy Meeting
2. Cross-Functional Team Alignment Meeting
3. Stakeholder Update Meeting
4. Product Roadmap Review Meeting
5. Sprint Planning Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Sales and Revenue Forecast Template
3. Marketing Budget Template
4. Project Budget Template
5. Departmental Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Product Development Dashboard
4. Marketing Campaign Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Product 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 Product Development Proposal
2. Marketing Strategy Proposal
3. Competitive Analysis Proposal
4. Sales Forecasting Proposal
5. Customer Feedback and Improvement 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 Product 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.