Shift Controller Templates

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

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Shift Controller Templates

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

1. Shift Schedule
2. Daily Operations Report
3. Incident Report
4. Equipment Maintenance Log
5. Inventory Management Spreadsheet
6. Performance Metrics Dashboard
7. Employee Time Sheet
8. Training Attendance Register
9. Shift Handover Checklist
10. Customer Complaint Log

Reports

Reports are often prepared by a Shift Controller 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. Daily Shift Summary Report
2. Inventory Management Report
3. Shipment Tracking Report
4. Equipment Utilization Report
5. Staff Performance Report
6. Customer Satisfaction Report
7. Incident and Accident Report
8. Maintenance and Repair Report
9. Financial Performance Report
10. Compliance and Regulatory 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 Shift Controller does and how they do it.

1. Daily Shift Handover SOP
2. Equipment Inspection SOP
3. Loading and Unloading SOP
4. Inventory Management SOP
5. Safety and Security SOP
6. Shift Scheduling SOP
7. Incident Reporting SOP
8. Communication and Coordination SOP
9. Performance Evaluation SOP
10. Emergency Response SOP

Presentations

Shift Controller 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 Operations Report
2. Performance Metrics Dashboard
3. Shift Schedule and Staffing Plan
4. Incident and Safety Briefing
5. Equipment Utilization and Maintenance Update

Legal Docs

There are several key times when a Shift Controller 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. Shift Schedule Template
2. Incident Report Template
3. Employee Time Sheet Template
4. Equipment Maintenance Log Template
5. Safety Inspection Checklist Template

Health & Safety Templates

Health & Safety templates for a Shift Controller 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. Emergency Evacuation Plan Template
4. Hazard Identification and Risk Assessment Template
5. Safety Meeting Minutes Template

Calendars

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

1. Monthly Shift Schedule Calendar
2. Employee Availability Calendar
3. Delivery Schedule Calendar
4. Equipment Maintenance Calendar
5. Training and Development Calendar

Invoice Templates

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

1. Monthly Shift Schedule Invoice
2. Overtime and Bonus Invoice
3. Equipment Rental Invoice
4. Fuel and Maintenance Invoice
5. Client Billing Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Operational Efficiency Survey
4. Training Needs Assessment Survey
5. Performance Evaluation Survey

Meeting Agendas

Having premade Shift Controller 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. Shift Handover Meeting
2. Operations Review Meeting
3. Performance Evaluation Meeting
4. Safety Briefing Meeting
5. Team Training Meeting

Budget Templates

To manage finances well, a Shift Controller 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. Inventory Budget Template
4. Maintenance and Repair Budget Template
5. Transportation Budget Template

Dashboards

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

1. Daily Operations Dashboard
2. Performance Metrics Dashboard
3. Inventory Management Dashboard
4. Transportation Efficiency Dashboard
5. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Shift Controller 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 Shift Schedule Proposal
2. Staff Training and Development Proposal
3. Equipment Maintenance and Upgrades Proposal
4. Cost Reduction and Efficiency Improvement Proposal
5. Safety and Compliance 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 Shift Controller 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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