Production Machinist Templates

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

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Production Machinist Templates

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

1. Production Schedule
2. Work Order
3. Quality Control Checklist
4. Machine Maintenance Log
5. Inventory Tracking Sheet
6. Production Report
7. Time Sheet
8. Safety Inspection Checklist
9. Material Requisition Form
10. Equipment Calibration Log


Reports are often prepared by a Production Machinist 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. Production Efficiency Report
2. Machine Downtime Report
3. Scrap and Rework Report
4. Production Output Report
5. Quality Control Report
6. Inventory Report
7. Maintenance Report
8. Cost Analysis Report
9. Employee Performance Report
10. Safety Incident 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 Production Machinist does and how they do it.

1. Machine Setup SOP
2. Machine Operation SOP
3. Quality Control SOP
4. Maintenance and Cleaning SOP
5. Material Handling SOP
6. Safety Procedures SOP
7. Troubleshooting SOP
8. Tooling Changeover SOP
9. Production Reporting SOP
10. Shift Handover SOP


Production Machinist 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 Production Report
2. Quality Control Analysis
3. Machine Performance Evaluation
4. Production Efficiency Comparison
5. Cost Analysis and Budget Review

Legal Docs

There are several key times when a Production Machinist 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. Purchase Order Template
4. Equipment Lease Agreement Template
5. Safety Policy Template

Health & Safety Templates

Health & Safety templates for a Production Machinist 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 Inspection Checklist Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Evacuation Plan Template


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

1. Production Schedule Calendar
2. Machine Maintenance Calendar
3. Employee Shift Schedule Calendar
4. Quality Control Calendar
5. Material Inventory Calendar

Invoice Templates

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

1. Monthly Production Invoice
2. Equipment Maintenance Invoice
3. Raw Material Purchase Invoice
4. Tooling and Supplies Invoice
5. Shipping and Logistics Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Product Quality Feedback Survey
3. Safety and Compliance Assessment Survey
4. Process Efficiency Evaluation Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Production Machinist 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 Production Review Meeting
2. Quality Control Meeting
3. Safety and Compliance Meeting
4. Equipment Maintenance Meeting
5. Team Collaboration Meeting

Budget Templates

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

1. Monthly Production Expenses Template
2. Monthly Labor Costs Template
3. Monthly Raw Material Costs Template
4. Monthly Equipment Maintenance Template
5. Monthly Overhead Costs Template


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

1. Production Efficiency Dashboard
2. Quality Control Dashboard
3. Machine Downtime Dashboard
4. Inventory Management Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Production Machinist 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 Production Efficiency Proposal
2. Equipment Maintenance and Upgrades Proposal
3. Cost Reduction and Waste Management Proposal
4. Employee Training and Development Proposal
5. Quality Control and Process 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 Production Machinist 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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