Specialist Managers Templates

Specialist Managers Templates

There is a huge number of templates that someone in the Specialist Managers 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 Specialist Managers. 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 Sales Report
2. Budget Analysis Spreadsheet
3. Project Status Update
4. Performance Evaluation Template
5. Meeting Agenda
6. Training Plan
7. Risk Assessment Document
8. Marketing Campaign Tracker
9. Employee Schedule Template
10. Business Development Proposal

Reports

Reports are often prepared by a Specialist Managers 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. Sales Performance Report
2. Financial Statement Report
3. Inventory Management Report
4. Employee Productivity Report
5. Customer Satisfaction Report
6. Marketing Campaign Report
7. Project Progress Report
8. Quality Assurance Report
9. Cost Analysis Report
10. Competitive 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 Specialist Managers does and how they do it.

1. Employee Performance Evaluation Template
2. Project Management Template
3. Training and Development Template
4. Budget Planning Template
5. Risk Assessment Template
6. Quality Control Template
7. Team Collaboration Template
8. Strategic Planning Template
9. Performance Improvement Template
10. Communication Plan Template

Presentations

Specialist Managers 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 Review Template
2. Sales and Revenue Analysis Template
3. Project Status Update Template
4. Team Meeting Agenda Template
5. Strategic Planning Presentation Template

Legal Docs

There are several key times when a Specialist Managers 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. Service Agreement Template
4. Vendor Agreement Template
5. Consulting Agreement Template

Health & Safety Templates

Health & Safety templates for a Specialist Managers 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. Emergency Response Plan Template
5. Training Record Template

Calendars

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

1. Monthly Planning Calendar
2. Team Meeting Calendar
3. Project Timeline Calendar
4. Training and Development Calendar
5. Performance Evaluation Calendar

Invoice Templates

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

1. Monthly Management Fee Invoice
2. Project Management Invoice
3. Consulting Services Invoice
4. Training and Development Invoice
5. Performance Evaluation Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Market Research Survey
4. Training Needs Assessment Survey
5. Performance Evaluation Survey

Meeting Agendas

Having premade Specialist Managers 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 Team Performance Review
2. Project Status Update
3. Budget Planning and Review
4. Stakeholder Meeting
5. Strategic Planning Session

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Projection Budget Template
3. Departmental Budget Template
4. Capital Expenditure Budget Template
5. Cash Flow Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Financial Metrics Dashboard
3. Employee Productivity Dashboard
4. Customer Satisfaction Dashboard
5. Project Management Dashboard

Proposal Templates

For bidding or requesting work, a Specialist Managers 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. Project Management Proposal
2. Strategic Planning Proposal
3. Performance Improvement Proposal
4. Change Management Proposal
5. Leadership Development 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 Specialist Managers 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.