Publisher Templates

Publisher Templates

There is a huge number of templates that someone in the Publisher 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 Publisher. 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 Sales Report
2. Editorial Calendar
3. Advertising Proposal
4. Budget Spreadsheet
5. Content Marketing Plan
6. Social Media Analytics Report
7. Employee Performance Review
8. Production Schedule
9. Client Invoice
10. Marketing Campaign Analysis

Reports

Reports are often prepared by a Publisher 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 Report
2. Advertising Revenue Report
3. Website Traffic Report
4. Social Media Engagement Report
5. Content Performance Report
6. Subscriber Growth Report
7. Cost Analysis Report
8. Market Research Report
9. Competitor Analysis Report
10. Editorial Calendar 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 Publisher does and how they do it.

1. Editorial SOP Template
2. Content Creation SOP Template
3. Proofreading and Editing SOP Template
4. Graphic Design SOP Template
5. Printing and Production SOP Template
6. Marketing and Promotion SOP Template
7. Distribution and Delivery SOP Template
8. Financial Management SOP Template
9. Team Management SOP Template
10. Performance Evaluation SOP Template

Presentations

Publisher 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. Editorial Calendar Template
3. Advertising Campaign Performance Template
4. Audience Engagement Metrics Template
5. Content Performance Analysis Template

Legal Docs

There are several key times when a Publisher 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. Copyright License Agreement Template
4. Freelance Contributor Agreement Template
5. Advertising Agreement Template

Health & Safety Templates

Health & Safety templates for a Publisher 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 Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Editorial Calendar
2. Production Calendar
3. Advertising Calendar
4. Events Calendar
5. Social Media Calendar

Invoice Templates

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

1. Advertising Invoice
2. Subscription Invoice
3. Printing Invoice
4. Design Services Invoice
5. Freelancer Payment Invoice

Survey Templates

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

1. Reader Satisfaction Survey
2. Advertising Effectiveness Survey
3. Content Relevance Survey
4. Subscription Renewal Survey
5. Website User Experience Survey

Meeting Agendas

Having premade Publisher 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. Editorial Meeting
2. Sales and Marketing Meeting
3. Production Meeting
4. Financial Review Meeting
5. Strategy and Planning Meeting

Budget Templates

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

1. Revenue Budget Template
2. Expense Budget Template
3. Marketing Budget Template
4. Production Budget Template
5. Personnel Budget Template

Dashboards

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

1. Revenue Dashboard
2. Audience Engagement Dashboard
3. Content Performance Dashboard
4. Advertising Campaign Dashboard
5. Social Media Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Publisher 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. Advertising Proposal
2. Sponsorship Proposal
3. Content Partnership Proposal
4. Event Collaboration Proposal
5. Digital Marketing 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 Publisher 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.