Production Scheduler Templates

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

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Production Scheduler Templates

There is a huge number of templates that someone in the Production Scheduler 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 Scheduler. 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 Template
2. Inventory Management Spreadsheet
3. Purchase Order Template
4. Bill of Materials Template
5. Capacity Planning Spreadsheet
6. Work Order Template
7. Production Report Template
8. Quality Control Checklist Template
9. Shipping Schedule Template
10. Cost Analysis Spreadsheet


Reports are often prepared by a Production Scheduler 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 Schedule Report
2. Inventory Report
3. Capacity Utilization Report
4. Material Requirements Report
5. Work Order Report
6. Production Efficiency Report
7. Quality Control Report
8. Shipping and Receiving Report
9. Cost Analysis Report
10. Production Forecast 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 Scheduler does and how they do it.

1. Production Planning SOP
2. Inventory Management SOP
3. Order Processing SOP
4. Material Procurement SOP
5. Production Scheduling SOP
6. Quality Control SOP
7. Equipment Maintenance SOP
8. Shipping and Logistics SOP
9. Reporting and Analysis SOP
10. Continuous Improvement SOP


Production Scheduler 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. Production Schedule Overview
3. Capacity Utilization Analysis
4. Material Requirements Planning (MRP) Presentation
5. Production Efficiency Metrics

Legal Docs

There are several key times when a Production Scheduler 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. Production Schedule Template
2. Purchase Order Template
3. Bill of Materials Template
4. Work Order Template
5. Quality Control Checklist Template

Health & Safety Templates

Health & Safety templates for a Production Scheduler 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. Equipment Inspection Checklist Template
5. Emergency Evacuation Plan Template


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

1. Production Schedule Calendar
2. Equipment Maintenance Calendar
3. Employee Shift Schedule Calendar
4. Material Inventory Calendar
5. Production Target Calendar

Invoice Templates

Several types of Production Scheduler 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 products they have purchased from the manufacturing company.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred by the manufacturing company for purchasing raw materials and other supplies.
3. Production Invoice: This invoice is used to calculate and bill the cost of production for each product manufactured by the company.
4. Shipping Invoice: This invoice is used to document and charge customers for the shipping and handling costs associated with delivering the products.
5. Service Invoice: This invoice is used to bill customers for any additional services provided by the manufacturing company, such as installation or maintenance

Survey Templates

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

1. Monthly Production Efficiency Survey
2. Employee Satisfaction Survey
3. Customer Feedback Survey
4. Inventory Management Survey
5. Production Planning Survey

Meeting Agendas

Having premade Production Scheduler 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. Production Planning Meeting
2. Inventory Review Meeting
3. Capacity Analysis Meeting
4. Production Performance Review Meeting
5. Supplier Collaboration Meeting

Budget Templates

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

1. Production Cost Budget
2. Labor Budget
3. Material Budget
4. Overhead Budget
5. Sales Budget


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

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

Proposal Templates

For bidding or requesting work, a Production Scheduler 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 Schedule Proposal
2. Equipment Maintenance Proposal
3. Inventory Management Proposal
4. Production Efficiency Improvement Proposal
5. Workforce Optimization 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 Scheduler 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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