Security Manager Templates

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

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Security Manager Templates

There is a huge number of templates that someone in the Security 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 Security 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. Incident Report Template
2. Security Audit Checklist Template
3. Security Incident Response Plan Template
4. Security Training Plan Template
5. Security Risk Assessment Template
6. Security Incident Investigation Template
7. Security Budget Template
8. Security Equipment Inventory Template
9. Security Staff Schedule Template
10. Security Incident Trend Analysis Template


Reports are often prepared by a Security 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. Incident Report
2. Security Audit Report
3. Access Control Report
4. CCTV Surveillance Report
5. Security Training Report
6. Risk Assessment Report
7. Security Budget Report
8. Key Control Report
9. Security Incident Trend Report
10. Security Staff Performance 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 Security Manager does and how they do it.

1. Incident Response SOP
2. Access Control SOP
3. Emergency Evacuation SOP
4. Security Patrol SOP
5. CCTV Monitoring SOP
6. Alarm System SOP
7. Visitor Management SOP
8. Security Training SOP
9. Risk Assessment SOP
10. Security Audit SOP


Security 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 Security Incident Report
2. Security Training and Awareness Presentation
3. Security Risk Assessment Presentation
4. Security Budget and Resource Allocation Presentation
5. Security Performance Metrics Presentation

Legal Docs

There are several key times when a Security 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. Incident Report Template
2. Employee Incident Investigation Template
3. Security Audit Checklist Template
4. Security Incident Response Plan Template
5. Security Training Plan Template

Health & Safety Templates

Health & Safety templates for a Security 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 Response Plan Template
5. Training Attendance Record Template


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

1. Shift Schedule Calendar
2. Training Calendar
3. Incident Report Calendar
4. Equipment Maintenance Calendar
5. Security Audit Calendar

Invoice Templates

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

1. Monthly Security Services Invoice
2. Security Equipment Purchase Invoice
3. Security Training and Certification Invoice
4. Security Consultation and Risk Assessment Invoice
5. Security Incident Response and Investigation Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Security Training Evaluation Survey
3. Incident Reporting Survey
4. Security Policy Compliance Survey
5. Customer Feedback Survey

Meeting Agendas

Having premade Security 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 Security Briefing
2. Incident Review Meeting
3. Security Training Session
4. Risk Assessment Meeting
5. Security Strategy Planning

Budget Templates

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

1. Monthly Expense Budget Template
2. Payroll Budget Template
3. Equipment and Maintenance Budget Template
4. Training and Development Budget Template
5. Emergency and Contingency Budget Template


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

1. Incident Dashboard
2. Threat Intelligence Dashboard
3. Access Control Dashboard
4. CCTV Surveillance Dashboard
5. Security Audit Dashboard

Proposal Templates

For bidding or requesting work, a Security 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. Security Assessment Proposal
2. Security Training Proposal
3. Security System Upgrade Proposal
4. Security Incident Response Proposal
5. Security Budget 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 Security 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.

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