Sheet Metal Former Templates

Sheet Metal Former Templates

There is a huge number of templates that someone in the Sheet Metal Former 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 Sheet Metal Former. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Production Schedule
2. Material Inventory
3. Quality Control Checklist
4. Work Order
5. Equipment Maintenance Log
6. Employee Time Sheet
7. Sales Order
8. Purchase Order
9. Cost Analysis Report
10. Monthly Sales Report

Reports

Reports are often prepared by a Sheet Metal Former 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. Production Efficiency Report
2. Scrap and Waste Report
3. Inventory Analysis Report
4. Quality Control Report
5. Equipment Maintenance Report
6. Labor Cost Report
7. Sales and Revenue Report
8. Supplier Performance Report
9. Safety Incident Report
10. Employee Attendance 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 Sheet Metal Former does and how they do it.

1. Safety Procedures
2. Machine Setup and Operation
3. Material Handling and Storage
4. Quality Control and Inspection
5. Welding and Joining Techniques
6. Maintenance and Cleaning
7. Troubleshooting and Problem Solving
8. Production Planning and Scheduling
9. Inventory Management
10. Team Collaboration and Communication

Presentations

Sheet Metal Former 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
2. Production Efficiency Analysis
3. Quality Control Metrics
4. Cost Analysis and Budget Review
5. New Product Development Update

Legal Docs

There are several key times when a Sheet Metal Former 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. Purchase Order Template
4. Sales Agreement Template
5. Equipment Lease Agreement Template

Health & Safety Templates

Health & Safety templates for a Sheet Metal Former ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Hazard Identification Template
4. Training Attendance Record Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Production Schedule Calendar
2. Maintenance Calendar
3. Employee Shift Schedule Calendar
4. Quality Control Calendar
5. Inventory Management Calendar

Invoice Templates

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

1. Sales Invoice
2. Purchase Invoice
3. Service Invoice
4. Expense Invoice
5. Credit Memo Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Product Quality Feedback Survey
3. Safety and Compliance Assessment Survey
4. Customer Satisfaction Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Sheet Metal Former 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. Production Planning Meeting
2. Quality Control Meeting
3. Safety Meeting
4. Team Performance Review Meeting
5. Continuous Improvement Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Monthly Income Budget Template
3. Monthly Savings Budget Template
4. Monthly Production Budget Template
5. Monthly Equipment Maintenance Budget Template

Dashboards

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

1. Production Efficiency Dashboard
2. Quality Control Dashboard
3. Inventory Management Dashboard
4. Cost Analysis Dashboard
5. Employee Performance Dashboard

Proposal Templates

For bidding or requesting work, a Sheet Metal Former 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 Cost Reduction Proposal
2. Equipment Upgrade Proposal
3. Process Optimization Proposal
4. Quality Improvement Proposal
5. Safety Enhancement 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 Sheet Metal Former 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.