Sub-Postmistress Templates

Sub-Postmistress Templates

There is a huge number of templates that someone in the Sub-Postmistress 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-Postmistress. 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. Cash Reconciliation Spreadsheet
3. Customer Complaint Log
4. Inventory Management Spreadsheet
5. Employee Schedule Template
6. Postage Expense Tracker
7. Mail Delivery Log
8. Postal Service Fee Calculator
9. Monthly Budget Spreadsheet
10. Postal Service Announcement Template

Reports

Reports are often prepared by a Sub-Postmistress 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 Financial Report
2. Sales Report
3. Inventory Report
4. Customer Satisfaction Report
5. Employee Attendance Report
6. Mail Delivery Report
7. Postage Revenue Report
8. Complaints and Resolutions Report
9. Marketing Campaign Report
10. Operational Efficiency 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-Postmistress does and how they do it.

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

Presentations

Sub-Postmistress 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 Financial Report Template
2. Customer Satisfaction Survey Template
3. Staff Performance Review Template
4. Inventory Management Template
5. Postal Service Efficiency Analysis Template

Legal Docs

There are several key times when a Sub-Postmistress 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 Contract Template
2. Non-Disclosure Agreement Template
3. Purchase Agreement Template
4. Lease Agreement Template
5. Privacy Policy Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Accident and Incident Report Form
3. Emergency Evacuation Plan Template
4. First Aid Kit Inspection Checklist
5. Workplace Hazard Assessment Form

Calendars

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

1. Monthly Staff Schedule Calendar
2. Mail Delivery Schedule Calendar
3. Customer Service Calendar
4. Postal Holidays Calendar
5. Financial Reporting Calendar

Invoice Templates

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

1. Monthly Postal Services Invoice
2. Stationery and Office Supplies Invoice
3. Money Order and Postal Banking Invoice
4. Passport and Identity Services Invoice
5. Postal Insurance and Registered Mail Invoice

Survey Templates

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

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

Meeting Agendas

Having premade Sub-Postmistress 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. Budget Review Meeting
3. Customer Service Improvement Meeting
4. Inventory Management Meeting
5. Postal Service Updates Meeting

Budget Templates

To manage finances well, a Sub-Postmistress 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. Savings and Investment Budget Template
4. Debt Repayment Budget Template
5. Annual Budget Planning Template

Dashboards

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

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

Proposal Templates

For bidding or requesting work, a Sub-Postmistress 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 Postal Service Improvement Proposal
2. Customer Satisfaction Enhancement Proposal
3. Cost Reduction and Efficiency Proposal
4. Staff Training and Development Proposal
5. Technology Upgrade and Modernization 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-Postmistress 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.