Program Director Templates

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

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Program Director Templates

There is a huge number of templates that someone in the Program Director 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 Program Director. 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 Program Report
2. Program Budget Spreadsheet
3. Program Evaluation Template
4. Program Timeline Template
5. Program Meeting Agenda
6. Program Risk Assessment Template
7. Program Stakeholder Communication Plan
8. Program Resource Allocation Spreadsheet
9. Program Performance Dashboard
10. Program Action Plan Template


Reports are often prepared by a Program Director 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 Program Performance Report
2. Budget Variance Report
3. Stakeholder Engagement Report
4. Program Risk Assessment Report
5. Resource Allocation Report
6. Program Milestone Report
7. Program Evaluation Report
8. Program Quality Assurance Report
9. Program Communication Report
10. Program Improvement Recommendations 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 Program Director does and how they do it.

1. Monthly Program Evaluation Report
2. Staff Performance Review Template
3. Budget Planning and Allocation Template
4. Program Development Proposal Template
5. Stakeholder Communication Plan Template
6. Risk Assessment and Mitigation Plan Template
7. Program Timeline and Milestones Template
8. Program Monitoring and Evaluation Plan Template
9. Program Implementation Checklist Template
10. Program Closure and Lessons Learned Template


Program Director 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 Program Performance Review
2. Stakeholder Update and Progress Report
3. Program Budget and Resource Allocation
4. Program Risk Assessment and Mitigation Plan
5. Program Strategy and Roadmap

Legal Docs

There are several key times when a Program Director 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. Service Agreement Template
4. Independent Contractor Agreement Template
5. Memorandum of Understanding Template

Health & Safety Templates

Health & Safety templates for a Program Director 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. Emergency Response Plan Template
5. Training Attendance Record Template


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

1. Monthly Program Schedule
2. Staff Meeting Calendar
3. Training and Development Calendar
4. Project Timeline Calendar
5. Event Planning Calendar

Invoice Templates

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

1. Monthly Program Fee Invoice
2. Vendor Payment Invoice
3. Travel Expense Invoice
4. Equipment Purchase Invoice
5. Consulting Services Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Training Needs Assessment Survey
4. Performance Evaluation Survey
5. Stakeholder Engagement Survey

Meeting Agendas

Having premade Program Director 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. Project Status Update Meeting
3. Stakeholder Meeting
4. Performance Review Meeting
5. Budget Planning Meeting

Budget Templates

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

1. Monthly Operating Budget Template
2. Project Budget Template
3. Staffing Budget Template
4. Capital Expenditure Budget Template
5. Travel and Expense Budget Template


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

1. Program Performance Dashboard
2. Financial Metrics Dashboard
3. Stakeholder Engagement Dashboard
4. Project Status Dashboard
5. Resource Allocation Dashboard

Proposal Templates

For bidding or requesting work, a Program Director 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 Budget Proposal
2. Project Timeline Proposal
3. Resource Allocation Proposal
4. Stakeholder Communication Proposal
5. Performance 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 Program Director 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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