Ship Harbor Pilot Templates

Ship Harbor Pilot Templates

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

1. Pilot Daily Log
2. Vessel Movement Schedule
3. Pilot Boarding Request
4. Pilotage Service Invoice
5. Pilot Training Record
6. Vessel Inspection Checklist
7. Pilot Incident Report
8. Pilot Performance Evaluation
9. Pilot Safety Briefing
10. Pilot Monthly Activity Report

Reports

Reports are often prepared by a Ship Harbor Pilot 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 Vessel Traffic Report
2. Port Activity Summary
3. Pilotage Service Utilization Report
4. Safety Incident Report
5. Pilot Training and Certification Report
6. Weather Conditions Report
7. Vessel Delay Analysis
8. Pilot Performance Evaluation Report
9. Port Infrastructure Maintenance Report
10. Pilotage Revenue and Expenditure 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 Ship Harbor Pilot does and how they do it.

1. Vessel Boarding SOP
2. Navigation Procedures SOP
3. Emergency Response SOP
4. Berthing and Unberthing SOP
5. Pilotage Planning SOP
6. Communication Protocols SOP
7. Weather Monitoring SOP
8. Passage Planning SOP
9. Pilot Transfer SOP
10. Pilotage Report SOP

Presentations

Ship Harbor Pilot 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 Performance Report
2. Safety Training Presentation
3. Vessel Traffic Management System Overview
4. Emergency Response Procedures
5. Port Infrastructure and Navigation Updates

Legal Docs

There are several key times when a Ship Harbor Pilot 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. Ship Pilot Agreement Template
2. Liability Waiver Template
3. Vessel Inspection Checklist Template
4. Incident Report Template
5. Pilot Logbook Template

Health & Safety Templates

Health & Safety templates for a Ship Harbor Pilot 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. Risk Assessment Template
4. Safety Meeting Minutes Template
5. Personal Protective Equipment (PPE) Inspection Template

Calendars

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

1. Monthly Pilot Schedule Calendar
2. Vessel Arrival and Departure Calendar
3. Tidal and Weather Conditions Calendar
4. Training and Certification Calendar
5. Maintenance and Inspection Calendar

Invoice Templates

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

1. Monthly Pilotage Fee Invoice
2. Vessel Pilotage Services Invoice
3. Pilotage Charges Invoice
4. Pilotage Fee Statement
5. Harbor Pilot Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Safety and Security Assessment Survey
3. Vessel Performance Evaluation Survey
4. Crew Training and Development Feedback Survey
5. Port Authority Collaboration Survey

Meeting Agendas

Having premade Ship Harbor Pilot 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 Safety Meeting
2. Operational Performance Review
3. Crew Training and Development Session
4. Port Authority Collaboration Meeting
5. Vessel Traffic Management Discussion

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Fuel and Maintenance Budget
3. Crew Salaries and Benefits Template
4. Vessel Maintenance and Repair Budget
5. Port Fees and Navigation Charges Tracker

Dashboards

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

1. Vessel Traffic Dashboard
2. Weather and Sea Conditions Dashboard
3. Port Operations Dashboard
4. Pilotage Performance Dashboard
5. Safety and Incident Dashboard

Proposal Templates

For bidding or requesting work, a Ship Harbor Pilot 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 Safety Improvement Proposal
2. Efficiency Enhancement Proposal
3. Training and Development Proposal
4. Technology Upgrade Proposal
5. Environmental Sustainability 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 Ship Harbor Pilot 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.