Shutdown Planner Templates

Shutdown Planner Templates

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

1. Shutdown Schedule
2. Equipment Maintenance Checklist
3. Work Order Request Form
4. Shutdown Budget Tracker
5. Resource Allocation Spreadsheet
6. Shutdown Risk Assessment Template
7. Shutdown Progress Report
8. Shutdown Communication Plan
9. Shutdown Task List
10. Shutdown Lessons Learned Report

Reports

Reports are often prepared by a Shutdown Planner 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. Shutdown Schedule Report
2. Resource Allocation Report
3. Cost Analysis Report
4. Progress Tracking Report
5. Equipment Utilization Report
6. Material Inventory Report
7. Safety Compliance Report
8. Quality Assurance Report
9. Stakeholder Communication Report
10. Lessons Learned 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 Shutdown Planner does and how they do it.

1. Equipment Inspection SOP
2. Work Permit SOP
3. Lockout/Tagout SOP
4. Hazardous Material Handling SOP
5. Confined Space Entry SOP
6. Hot Work SOP
7. Equipment Maintenance SOP
8. Emergency Response SOP
9. Job Hazard Analysis SOP
10. Shutdown Execution SOP

Presentations

Shutdown Planner 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 Shutdown Progress Report
2. Equipment Maintenance Schedule
3. Resource Allocation Plan
4. Risk Assessment and Mitigation Strategy
5. Shutdown Cost Analysis

Legal Docs

There are several key times when a Shutdown Planner 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. Project Closure Checklist
2. Equipment Decommissioning Agreement
3. Employee Termination Letter
4. Contract Termination Notice
5. Final Project Report

Health & Safety Templates

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

1. Job Hazard Analysis Template
2. Safety Inspection Checklist Template
3. Incident Report Template
4. Safety Meeting Agenda Template
5. Emergency Response Plan Template

Calendars

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

1. Project Schedule Calendar
2. Maintenance Calendar
3. Shutdown Execution Calendar
4. Resource Allocation Calendar
5. Equipment Availability Calendar

Invoice Templates

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

1. Monthly Labor Invoice
2. Equipment Rental Invoice
3. Material Purchase Invoice
4. Subcontractor Invoice
5. Travel and Accommodation Invoice

Survey Templates

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

1. Equipment Maintenance Survey
2. Project Progress Survey
3. Safety Compliance Survey
4. Shutdown Efficiency Survey
5. Stakeholder Satisfaction Survey

Meeting Agendas

Having premade Shutdown Planner 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. Pre-Shutdown Planning Meeting
2. Progress Review Meeting
3. Resource Allocation Meeting
4. Risk Assessment Meeting
5. Post-Shutdown Evaluation Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Project Budget Template
3. Equipment Maintenance Budget Template
4. Shutdown Labor Budget Template
5. Material Procurement Budget Template

Dashboards

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

1. Shutdown Progress Dashboard
2. Resource Allocation Dashboard
3. Cost Tracking Dashboard
4. Equipment Maintenance Dashboard
5. Risk Assessment Dashboard

Proposal Templates

For bidding or requesting work, a Shutdown Planner 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. Equipment Maintenance Proposal
2. Project Cost Estimation Proposal
3. Shutdown Schedule Proposal
4. Resource Allocation Proposal
5. Safety and Risk Assessment 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 Shutdown Planner 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.