Looking for Retirement Village Manager Templates to download? See the main templates that a Retirement Village Manager would use in their day-to-day work.
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Retirement Village Manager Templates
Contents
Retirement Village Manager Templates
There is a huge number of templates that someone in the Retirement Village Manager 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 Retirement Village Manager. 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. Staff Roster
3. Resident Complaint Log
4. Maintenance Request Form
5. Monthly Activity Calendar
6. Resident Satisfaction Survey
7. Vendor Invoice Tracker
8. Emergency Evacuation Plan
9. Resident Welcome Packet
10. Staff Training Schedule
Reports
Reports are often prepared by a Retirement Village Manager 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. Occupancy Report
2. Financial Report
3. Maintenance Report
4. Staffing Report
5. Resident Satisfaction Report
6. Marketing Report
7. Health and Safety Report
8. Budget Variance Report
9. Activities and Events Report
10. Waitlist 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 Retirement Village Manager does and how they do it.
1. Resident Admission SOP
2. Maintenance and Repairs SOP
3. Staff Recruitment and Training SOP
4. Health and Safety SOP
5. Financial Management SOP
6. Resident Activities and Events SOP
7. Complaints and Conflict Resolution SOP
8. Marketing and Promotion SOP
9. Emergency Preparedness SOP
10. Resident Departure and Move-Out SOP
Presentations
Retirement Village Manager 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 Financial Report
2. Resident Satisfaction Survey Results
3. Staff Performance Review
4. Marketing and Advertising Strategy
5. Facility Maintenance and Upgrades Plan
Legal Docs
There are several key times when a Retirement Village Manager 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. Lease Agreement Template
2. Resident Handbook Template
3. Employment Contract Template
4. Vendor Agreement Template
5. Incident Report Template
Health & Safety Templates
Health & Safety templates for a Retirement Village Manager 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. Staff Training Record Template
Calendars
Setting up Retirement Village Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Staff Schedule Calendar
2. Activities and Events Calendar
3. Maintenance and Repairs Calendar
4. Resident Birthdays and Anniversaries Calendar
5. Menu Planning and Dietary Calendar
Invoice Templates
Several types of Retirement Village Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Rent Invoice
2. Utilities Invoice
3. Maintenance and Repairs Invoice
4. Meal Plan Invoice
5. Recreational Activities Invoice
Survey Templates
For a Retirement Village Manager to get insights related to the work they do, they need to send out Retirement Village Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Resident Satisfaction Survey
2. Staff Performance Evaluation Survey
3. Facility Maintenance and Upkeep Survey
4. Community Engagement and Activities Survey
5. Health and Wellness Program Feedback Survey
Meeting Agendas
Having premade Retirement Village Manager 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 Staff Meeting Template
2. Resident Council Meeting Template
3. Board of Directors Meeting Template
4. Health and Safety Committee Meeting Template
5. Marketing and Sales Meeting Template
Budget Templates
To manage finances well, a Retirement Village Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Operating Budget Template
2. Staffing and Payroll Budget Template
3. Maintenance and Repairs Budget Template
4. Marketing and Advertising Budget Template
5. Resident Activities and Events Budget Template
Dashboards
Dashboards are a useful way for a Retirement Village Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Occupancy Dashboard
2. Financial Performance Dashboard
3. Resident Satisfaction Dashboard
4. Staff Productivity Dashboard
5. Maintenance and Repairs Dashboard
Proposal Templates
For bidding or requesting work, a Retirement Village Manager 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. Staff Training Proposal
3. Facility Maintenance Proposal
4. Marketing and Advertising Proposal
5. Resident Activities 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 Retirement Village Manager 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.
