Supervisor Templates

Supervisor Templates

There is a huge number of templates that someone in the Supervisor 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 Supervisor. 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. Employee Performance Evaluation
3. Budget Planning Spreadsheet
4. Project Status Update
5. Meeting Agenda
6. Training Manual
7. Performance Improvement Plan
8. Inventory Management Spreadsheet
9. Team Schedule
10. Performance Dashboard

Reports

Reports are often prepared by a Supervisor 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. Employee Productivity Report
3. Financial Performance Report
4. Inventory Management Report
5. Customer Satisfaction Report
6. Quality Control Report
7. Project Progress Report
8. Training and Development Report
9. Safety and Compliance Report
10. Cost 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 Supervisor does and how they do it.

1. Employee Performance Evaluation
2. Training and Development Plan
3. Work Schedule and Shift Rotation
4. Incident Reporting and Investigation
5. Quality Control and Assurance
6. Inventory Management and Replenishment
7. Safety and Emergency Procedures
8. Customer Service Standards
9. Team Meeting Agenda and Minutes
10. Performance Improvement Plan

Presentations

Supervisor 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
2. Team Progress Update
3. Project Status Report
4. Training and Development Overview
5. Budget Analysis and Forecast

Legal Docs

There are several key times when a Supervisor 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. Performance Evaluation Template
4. Incident Report Template
5. Termination Letter Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Meeting Agenda Template
3. Risk Assessment Template
4. Safety Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

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

1. Monthly Staff Schedule Calendar
2. Project Timeline Calendar
3. Meeting and Conference Calendar
4. Training and Development Calendar
5. Performance Evaluation Calendar

Invoice Templates

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

1. Monthly Sales Invoice
2. Monthly Expense Invoice
3. Monthly Payroll Invoice
4. Monthly Vendor Invoice
5. Monthly Client Invoice

Survey Templates

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

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

Meeting Agendas

Having premade Supervisor 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 Template
2. Monthly Performance Review Template
3. Quarterly Strategy Planning Template
4. Annual Budget Review Template
5. Bi-Annual Employee Development Template

Budget Templates

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

1. Monthly Expense Budget Template
2. Revenue Forecast Budget Template
3. Departmental Budget Template
4. Capital Expenditure Budget Template
5. Cash Flow Budget Template

Dashboards

Dashboards are a useful way for a Supervisor 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 Supervisor 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 Budget Proposal
2. Employee Performance Evaluation Proposal
3. Training and Development Proposal
4. Operational Efficiency Improvement Proposal
5. Team Building and Employee 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 Supervisor 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.