Support Architect Templates

Support Architect Templates

There is a huge number of templates that someone in the Support Architect 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 Support Architect. 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. Customer Support Ticket Tracker
3. Project Status Update
4. Service Level Agreement (SLA)
5. Product Feature Comparison
6. Training Schedule
7. Incident Response Plan
8. Knowledge Base Article Template
9. Change Request Form
10. Performance Metrics Dashboard

Reports

Reports are often prepared by a Support Architect 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 Sales Report
2. Customer Satisfaction Report
3. Product Performance Report
4. Service Level Agreement Compliance Report
5. Incident Management Report
6. Change Management Report
7. Resource Utilization Report
8. Project Status Report
9. Training and Development Report
10. Financial 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 Support Architect does and how they do it.

1. Incident Management SOP
2. Change Management SOP
3. Problem Management SOP
4. Service Request Management SOP
5. Knowledge Management SOP
6. Service Level Management SOP
7. Configuration Management SOP
8. Release Management SOP
9. Capacity Management SOP
10. Service Continuity Management SOP

Presentations

Support Architect 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. Customer Satisfaction Analysis
3. Product Development Update
4. Project Status Report
5. Training and Onboarding Presentation

Legal Docs

There are several key times when a Support Architect 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. Non-Disclosure Agreement (NDA)
2. Service Level Agreement (SLA)
3. Software License Agreement
4. Master Services Agreement (MSA)
5. Data Protection Agreement (DPA)

Health & Safety Templates

Health & Safety templates for a Support Architect 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. Health and Safety Training Record Template

Calendars

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

1. Monthly Project Calendar
2. Team Meeting Calendar
3. Client Engagement Calendar
4. Training and Development Calendar
5. Product Release Calendar

Invoice Templates

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

1. Monthly Support Services Invoice
2. Hardware and Software Sales Invoice
3. Training and Consultancy Services Invoice
4. Maintenance and Upgrades Invoice
5. Project Implementation Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Technical Support Survey
4. User Experience Survey
5. Service Improvement Survey

Meeting Agendas

Having premade Support Architect 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 Meeting
2. Project Status Update Meeting
3. Client Feedback Meeting
4. Training and Development Meeting
5. Performance Review Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Project Budget Template
4. Travel and Entertainment Budget Template
5. Departmental Budget Template

Dashboards

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

1. Customer Support Performance Dashboard
2. Ticket Resolution Time Dashboard
3. Customer Satisfaction Dashboard
4. Knowledge Base Utilization Dashboard
5. Support Team Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Support Architect 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 Infrastructure Upgrade Proposal
2. Security Enhancement Proposal
3. Software Integration Proposal
4. Network Optimization Proposal
5. Cloud Migration 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 Support Architect 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.