Retired Templates

Retired Templates

There is a huge number of templates that someone in the Retired 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 Retired. 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 Financial Report
2. Client Meeting Agenda
3. Project Proposal Template
4. Expense Tracker Spreadsheet
5. Timesheet Template
6. Business Plan Outline
7. Marketing Campaign Template
8. Client Satisfaction Survey
9. Competitive Analysis Spreadsheet
10. Monthly Newsletter Template

Reports

Reports are often prepared by a Retired 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. Financial Performance Report
2. Sales and Revenue Report
3. Expense Analysis Report
4. Client Satisfaction Report
5. Project Progress Report
6. Market Research Report
7. Competitor Analysis Report
8. Employee Performance Report
9. Marketing Campaign Report
10. Business Development 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 Retired does and how they do it.

1. Client Onboarding SOP
2. Project Management SOP
3. Research and Analysis SOP
4. Proposal Development SOP
5. Client Communication SOP
6. Data Collection and Organization SOP
7. Report Writing SOP
8. Quality Assurance SOP
9. Marketing and Business Development SOP
10. Financial Management SOP

Presentations

Retired 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. Executive Summary Template
2. Financial Analysis Template
3. Market Research Template
4. Project Management Template
5. Strategic Planning Template

Legal Docs

There are several key times when a Retired 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. Consulting Agreement
3. Independent Contractor Agreement
4. Confidentiality Agreement
5. Service Agreement

Health & Safety Templates

Health & Safety templates for a Retired 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

Calendars

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

1. Monthly Planning Calendar
2. Project Timeline Calendar
3. Meeting Schedule Calendar
4. Travel Itinerary Calendar
5. Financial Budget Calendar

Invoice Templates

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

1. Monthly Consulting Services Invoice
2. Retainer Fee Invoice
3. Expense Reimbursement Invoice
4. Project Completion Invoice
5. Hourly Consulting Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Engagement Survey
3. Market Research Survey
4. Training Needs Assessment Survey
5. Product Feedback Survey

Meeting Agendas

Having premade Retired 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 Strategy Review Meeting
2. Client Progress Update Meeting
3. Team Collaboration Meeting
4. Financial Performance Analysis Meeting
5. Business Development Planning Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Retirement Savings Plan
3. Healthcare and Insurance Budget
4. Travel and Leisure Budget
5. Miscellaneous Expenses Tracker

Dashboards

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

1. Financial Performance Dashboard
2. Sales and Revenue Dashboard
3. Client Satisfaction Dashboard
4. Project Management Dashboard
5. Market Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Retired 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 Marketing Strategy Proposal
2. Financial Analysis and Planning Proposal
3. Organizational Restructuring Proposal
4. Operations Efficiency Improvement Proposal
5. Human Resources Development 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 Retired 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.