Summer Associate Templates

Summer Associate Templates

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

1. Weekly progress report
2. Project timeline
3. Meeting agenda
4. Expense report
5. Client presentation
6. Performance evaluation
7. Training schedule
8. Task tracker
9. Team meeting minutes
10. Project status update

Reports

Reports are often prepared by a Summer Associate 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. Customer Satisfaction Report
4. Inventory Management Report
5. Marketing Campaign Report
6. Employee Productivity Report
7. Project Progress Report
8. Competitive Analysis Report
9. Social Media Analytics Report
10. Training and Development 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 Summer Associate does and how they do it.

1. Orientation and Onboarding SOP
2. Project Management SOP
3. Data Analysis SOP
4. Research and Reporting SOP
5. Communication and Collaboration SOP
6. Presentation and Public Speaking SOP
7. Time Management and Prioritization SOP
8. Client Interaction and Relationship Building SOP
9. Professional Development and Learning SOP
10. Final Project and Wrap-up SOP

Presentations

Summer Associate 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 Template
2. Project Progress Update Template
3. Financial Analysis Presentation Template
4. Marketing Campaign Performance Template
5. Competitive Analysis Template

Legal Docs

There are several key times when a Summer Associate 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. Confidentiality Agreement Template
4. Independent Contractor Agreement Template
5. Internship Agreement Template

Health & Safety Templates

Health & Safety templates for a Summer Associate 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. Emergency Evacuation Plan Template
4. Risk Assessment Template
5. Training Attendance Record Template

Calendars

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

1. Monthly Work Schedule Calendar
2. Project Timeline Calendar
3. Meeting and Event Calendar
4. Deadlines and Deliverables Calendar
5. Personal Task and Goal Calendar

Invoice Templates

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

1. Monthly Internship Fee Invoice
2. Travel Expense Reimbursement Invoice
3. Project-based Hourly Rate Invoice
4. Miscellaneous Expense Invoice
5. Final Month’s Compensation Invoice

Survey Templates

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

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

Meeting Agendas

Having premade Summer Associate 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. Weekly Team Meeting
2. Project Status Update Meeting
3. Client Meeting
4. Performance Review Meeting
5. Strategy Planning Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Savings Goal Template
4. Debt Repayment Template
5. Investment Tracking Template

Dashboards

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

1. Sales Performance Dashboard
2. Financial Analysis Dashboard
3. Marketing Campaign Dashboard
4. Customer Satisfaction Dashboard
5. Project Management Dashboard

Proposal Templates

For bidding or requesting work, a Summer Associate 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. Sales Strategy Proposal
3. Social Media Campaign Proposal
4. Product Development Proposal
5. Customer Engagement 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 Summer Associate 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.