Shunter Templates

Shunter Templates

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

1. Daily Shunting Schedule
2. Shunting Incident Report
3. Shunting Equipment Inspection Checklist
4. Shunting Performance Metrics
5. Shunting Safety Training Attendance Sheet
6. Shunting Fuel Consumption Log
7. Shunting Maintenance Log
8. Shunting Cost Analysis
9. Shunting Work Order Request
10. Shunting Employee Schedule

Reports

Reports are often prepared by a Shunter 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 Shunting Activity Report
2. Monthly Shunting Efficiency Report
3. Shunting Incident Report
4. Shunting Equipment Maintenance Report
5. Shunting Fuel Consumption Report
6. Shunting Cost Analysis Report
7. Shunting Productivity Report
8. Shunting Safety Compliance Report
9. Shunting Schedule Adherence Report
10. Shunting Staff 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 Shunter does and how they do it.

1. Pre-shift Inspection SOP
2. Loading and Unloading SOP
3. Yard Organization SOP
4. Equipment Maintenance SOP
5. Safety Procedures SOP
6. Communication Protocol SOP
7. Emergency Response SOP
8. Record-keeping SOP
9. Fueling and Refueling SOP
10. Shift Handover SOP

Presentations

Shunter 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. Equipment Maintenance Update
4. Operational Efficiency Analysis
5. Team Communication and Collaboration

Legal Docs

There are several key times when a Shunter 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. Vehicle Lease Agreement Template
3. Accident Report Template
4. Incident Investigation Report Template
5. Safety Policy Template

Health & Safety Templates

Health & Safety templates for a Shunter 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. Hazard Identification Template
4. Safety Meeting Minutes Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Shift Schedule Calendar
2. Vehicle Maintenance Calendar
3. Delivery Schedule Calendar
4. Employee Attendance Calendar
5. Training and Certification Calendar

Invoice Templates

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

1. Monthly Shunter Services Invoice
2. Fuel and Maintenance Invoice
3. Overtime and Additional Hours Invoice
4. Equipment Rental Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Safety and Compliance Survey
4. Equipment Maintenance Survey
5. Operational Efficiency Survey

Meeting Agendas

Having premade Shunter 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. Safety Meeting Template
2. Operations Meeting Template
3. Maintenance Meeting Template
4. Dispatch Meeting Template
5. Employee Performance Review Meeting Template

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Fuel and Maintenance Budget Template
4. Vehicle Insurance Budget Template
5. Miscellaneous Expenses Budget Template

Dashboards

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

1. Shunter Performance Dashboard
2. Equipment Utilization Dashboard
3. Safety and Compliance Dashboard
4. Maintenance and Repair Dashboard
5. Operational Efficiency Dashboard

Proposal Templates

For bidding or requesting work, a Shunter 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 Equipment Maintenance Proposal
2. Safety Training and Certification Proposal
3. Efficiency Improvement Proposal
4. Cost Reduction Proposal
5. Fleet Expansion 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 Shunter 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.