Shepherd Templates

Shepherd Templates

There is a huge number of templates that someone in the Shepherd 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 Shepherd. 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 Livestock Inventory
2. Grazing Schedule
3. Feed and Medication Expense Tracker
4. Breeding Record
5. Sheep Shearing Log
6. Sales and Purchase Ledger
7. Pasture Rotation Plan
8. Wool Production Report
9. Annual Budget Forecast
10. Weekly Task Checklist

Reports

Reports are often prepared by a Shepherd 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. Monthly Sheep Inventory Report
2. Monthly Feed Consumption Report
3. Monthly Health and Vaccination Report
4. Monthly Breeding and Reproduction Report
5. Monthly Wool Production Report
6. Monthly Pasture and Grazing Report
7. Monthly Sales and Revenue Report
8. Monthly Expenses and Cost Analysis Report
9. Monthly Equipment Maintenance Report
10. Monthly Weather and Climate 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 Shepherd does and how they do it.

1. Sheep Health Check SOP
2. Grazing Rotation SOP
3. Lambing Management SOP
4. Shearing and Wool Handling SOP
5. Fencing and Infrastructure Maintenance SOP
6. Feed and Water Management SOP
7. Pasture Management SOP
8. Breeding and Reproduction SOP
9. Predator Control SOP
10. Record Keeping and Data Management SOP

Presentations

Shepherd 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. Livestock Health and Wellness Update
3. Pasture Management and Grazing Plan
4. Breeding and Reproduction Analysis
5. Financial Performance Review

Legal Docs

There are several key times when a Shepherd 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. Purchase Agreement Template
3. Lease Agreement Template
4. Animal Health and Safety Policy Template
5. Grazing Permit Template

Health & Safety Templates

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

1. Risk Assessment Template
2. Incident Report Template
3. Health and Safety Inspection Checklist Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Response Plan Template

Calendars

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

1. Monthly Sheep Feeding Schedule
2. Breeding and Lambing Calendar
3. Pasture Rotation Planner
4. Shearing and Wool Collection Timetable
5. Vaccination and Health Check Calendar

Invoice Templates

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

1. Monthly Livestock Sales Invoice
2. Monthly Wool Sales Invoice
3. Monthly Feed and Supplies Invoice
4. Monthly Veterinary Services Invoice
5. Monthly Equipment Rental Invoice

Survey Templates

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

1. Livestock Health and Well-being Survey
2. Grazing and Pasture Management Survey
3. Shepherd Training and Development Survey
4. Market Demand and Pricing Survey
5. Customer Satisfaction and Feedback Survey

Meeting Agendas

Having premade Shepherd 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
2. Livestock Health and Safety Meeting
3. Pasture Management Meeting
4. Market Analysis and Sales Meeting
5. Equipment Maintenance and Upgrades Meeting

Budget Templates

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

1. Income Budget Template
2. Expense Budget Template
3. Livestock Feed Budget Template
4. Equipment Maintenance Budget Template
5. Veterinary Care Budget Template

Dashboards

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

1. Livestock Inventory Dashboard
2. Pasture Utilization Dashboard
3. Feed and Nutrition Dashboard
4. Health and Wellness Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Shepherd 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 Livestock Purchase Proposal
2. Grazing Land Lease Proposal
3. Equipment Upgrade Proposal
4. Animal Health and Vaccination Proposal
5. Marketing and Sales Strategy 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 Shepherd 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.