Sub-Postmaster Templates

Sub-Postmaster Templates

There is a huge number of templates that someone in the Sub-Postmaster 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 Sub-Postmaster. 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 Cash Report
2. Monthly Sales Summary
3. Staff Rota
4. Stock Inventory
5. Customer Complaint Log
6. Expense Reimbursement Form
7. Weekly Postage Reconciliation
8. Monthly Profit and Loss Statement
9. Employee Performance Evaluation
10. Marketing Campaign Tracker

Reports

Reports are often prepared by a Sub-Postmaster 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 Sales Report
2. Monthly Profit and Loss Statement
3. Inventory Reconciliation Report
4. Cash Flow Statement
5. Customer Satisfaction Survey Results
6. Employee Performance Report
7. Marketing Campaign Effectiveness Report
8. Supplier Performance Report
9. Monthly Expenses Report
10. Mail Delivery 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 Sub-Postmaster does and how they do it.

1. Opening Procedures
2. Cash Handling Procedures
3. Mail Sorting Procedures
4. Customer Service Procedures
5. Inventory Management Procedures
6. Security Procedures
7. Staff Training Procedures
8. End-of-Day Procedures
9. Postal Regulations Procedures
10. Reporting Procedures

Presentations

Sub-Postmaster 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. Staff Performance Review
3. Customer Satisfaction Survey Results
4. Inventory Management Update
5. Promotional Campaign Analysis

Legal Docs

There are several key times when a Sub-Postmaster 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. Lease Agreement Template
4. Purchase Agreement Template
5. Vendor Agreement Template

Health & Safety Templates

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

1. Risk Assessment Template
2. Incident Report Template
3. Fire Safety Checklist Template
4. First Aid Log Template
5. Health and Safety Training Record Template

Calendars

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

1. Monthly Staff Schedule Calendar
2. Delivery Schedule Calendar
3. Postage Rate Update Calendar
4. Holiday Closure Calendar
5. Promotional Campaign Calendar

Invoice Templates

Several types of Sub-Postmaster 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 products or services they have purchased from the retail store.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred by the retail store for purchasing inventory or other goods.
3. Supplier Invoice: This invoice is received from suppliers for the goods or services provided to the retail store.
4. Rental Invoice: This invoice is used to bill the retail store’s landlord for the monthly rental of the premises.
5. Utility Invoice: This invoice is received from utility companies for services such as electricity, water, or gas used by the retail store

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Employee Engagement Survey
4. Market Research Survey
5. Service Improvement Survey

Meeting Agendas

Having premade Sub-Postmaster 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 Staff Meeting
2. Inventory Review Meeting
3. Customer Service Training Meeting
4. Financial Performance Review Meeting
5. Marketing Strategy Planning Meeting

Budget Templates

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

1. Monthly Sales Budget Template
2. Payroll Budget Template
3. Inventory Budget Template
4. Operating Expenses Budget Template
5. Marketing and Advertising Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Customer Satisfaction Dashboard
4. Financial Analysis Dashboard
5. Employee Performance Dashboard

Proposal Templates

For bidding or requesting work, a Sub-Postmaster 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 Marketing Proposal
2. Inventory Management Proposal
3. Staff Training and Development Proposal
4. Customer Service Enhancement Proposal
5. Store Layout and Merchandising 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 Sub-Postmaster 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.