Shoemaker Templates

Shoemaker Templates

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

1. Sales Report
2. Production Schedule
3. Inventory Management
4. Purchase Order
5. Expense Tracker
6. Employee Timesheet
7. Quality Control Checklist
8. Customer Feedback Form
9. Marketing Plan
10. Financial Statement

Reports

Reports are often prepared by a Shoemaker 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 Sales Report
2. Production Efficiency Report
3. Inventory Management Report
4. Cost Analysis Report
5. Quality Control Report
6. Employee Performance Report
7. Customer Satisfaction Report
8. Marketing Campaign Report
9. Financial Statement Report
10. Supplier Performance 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 Shoemaker does and how they do it.

1. Inventory Management SOP
2. Quality Control SOP
3. Production Planning SOP
4. Material Procurement SOP
5. Equipment Maintenance SOP
6. Workplace Safety SOP
7. Order Fulfillment SOP
8. Packaging and Shipping SOP
9. Customer Service SOP
10. Employee Training and Development SOP

Presentations

Shoemaker 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. New Product Launch Presentation
4. Quality Control Review
5. Supplier Performance Evaluation

Legal Docs

There are several key times when a Shoemaker 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. Intellectual Property Assignment Agreement Template

Health & Safety Templates

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

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

Calendars

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

1. Production Schedule Calendar
2. Inventory Management Calendar
3. Sales and Marketing Calendar
4. Employee Shift Schedule Calendar
5. Supplier and Delivery Calendar

Invoice Templates

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

1. Sales Invoice: This invoice is used to bill customers for the sale of shoes and related products.
2. Purchase Invoice: This invoice is used to record and track the purchases of raw materials, equipment, and other supplies needed for shoemaking.
3. Supplier Invoice: This invoice is received from suppliers for the goods and services provided to the shoemaking business.
4. Payroll Invoice: This invoice is used to calculate and record the wages and salaries of employees working in the shoemaking manufacturing process.
5. Expense Invoice: This invoice is used to track and record various expenses incurred by the shoemaking business, such as rent, utilities, and marketing costs

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Quality Survey
3. Employee Feedback Survey
4. Market Research Survey
5. Supplier Evaluation Survey

Meeting Agendas

Having premade Shoemaker 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 Production Review Meeting
2. Sales and Marketing Strategy Meeting
3. Quality Control and Improvement Meeting
4. Supply Chain and Inventory Management Meeting
5. Employee Training and Development Meeting

Budget Templates

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

1. Sales Budget Template
2. Production Budget Template
3. Direct Materials Budget Template
4. Direct Labor Budget Template
5. Overhead Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Production Efficiency Dashboard
3. Inventory Management Dashboard
4. Quality Control Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Shoemaker 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 Sales Proposal
2. New Product Development Proposal
3. Supplier Partnership Proposal
4. Marketing and Advertising Proposal
5. Operational Efficiency 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 Shoemaker 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.