Ship’s Engineer Templates

Ship’s Engineer Templates

There is a huge number of templates that someone in the Ship’s Engineer 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’s Engineer. 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 Maintenance Checklist
2. Engine Logbook
3. Fuel Consumption Report
4. Spare Parts Inventory
5. Safety Inspection Checklist
6. Planned Maintenance Schedule
7. Work Order Request Form
8. Vessel Performance Report
9. Crew Training Record
10. Budget and Expense Tracker

Reports

Reports are often prepared by a Ship’s Engineer 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 Fuel Consumption Report
2. Engine Performance Report
3. Maintenance and Repair Report
4. Safety Inspection Report
5. Inventory and Supply Report
6. Vessel Performance Report
7. Emissions and Environmental Compliance Report
8. Crew Training and Certification Report
9. Budget and Cost Analysis Report
10. Voyage Analysis 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’s Engineer does and how they do it.

1. Engine Room Logbook Template
2. Daily Maintenance Checklist Template
3. Emergency Response Plan Template
4. Fuel Consumption Report Template
5. Engine Overhaul Procedure Template
6. Safety Inspection Checklist Template
7. Spare Parts Inventory Template
8. Planned Maintenance Schedule Template
9. Engine Room Cleaning Checklist Template
10. Machinery Failure Report Template

Presentations

Ship’s Engineer 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 and Compliance Update
3. Equipment Maintenance and Repair Summary
4. Fuel Consumption Analysis
5. Budget and Cost Analysis

Legal Docs

There are several key times when a Ship’s Engineer 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. Vessel Inspection Report Template
2. Engine Room Logbook Template
3. Safety Management System Template
4. Crew List Template
5. Maintenance Record Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Incident Report Form
4. Safety Meeting Minutes Template
5. Personal Protective Equipment (PPE) Inspection Checklist

Calendars

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

1. Maintenance Calendar
2. Inspection Calendar
3. Crew Rotation Calendar
4. Vessel Schedule Calendar
5. Safety Drill Calendar

Invoice Templates

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

1. Monthly Maintenance Invoice
2. Spare Parts Invoice
3. Fuel and Lubricants Invoice
4. Repair and Overhaul Invoice
5. Crew Wages and Allowances Invoice

Survey Templates

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

1. Monthly Maintenance Survey
2. Crew Satisfaction Survey
3. Safety and Emergency Preparedness Survey
4. Equipment Performance Survey
5. Environmental Compliance Survey

Meeting Agendas

Having premade Ship’s Engineer 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. Maintenance Planning Meeting
3. Crew Training Meeting
4. Performance Review Meeting
5. Budget and Cost Analysis Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Maintenance and Repair Budget Template
4. Fuel and Energy Budget Template
5. Crew and Personnel Budget Template

Dashboards

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

1. Engine Performance Dashboard
2. Fuel Consumption Dashboard
3. Maintenance and Repair Dashboard
4. Safety and Compliance Dashboard
5. Vessel Operations Dashboard

Proposal Templates

For bidding or requesting work, a Ship’s Engineer 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 Maintenance Proposal
2. Engine Overhaul Proposal
3. Fuel Efficiency Enhancement Proposal
4. Safety Equipment Upgrade Proposal
5. Vessel Performance Optimization 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’s Engineer 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.