Surfboard Maker Templates

Surfboard Maker Templates

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

1. Sales Order Template
2. Purchase Order Template
3. Inventory Management Template
4. Production Schedule Template
5. Quality Control Checklist Template
6. Cost Analysis Spreadsheet Template
7. Employee Timesheet Template
8. Marketing Plan Template
9. Financial Statement Template
10. Customer Feedback Form Template

Reports

Reports are often prepared by a Surfboard Maker 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 Report
2. Production Report
3. Inventory Report
4. Quality Control Report
5. Cost Analysis Report
6. Supplier Performance Report
7. Employee Productivity Report
8. Customer Satisfaction Report
9. Marketing Campaign Report
10. Financial Statement 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 Surfboard Maker does and how they do it.

1. Raw Material Inventory Management SOP
2. Surfboard Design and Development SOP
3. Surfboard Shaping and Cutting SOP
4. Glassing and Lamination SOP
5. Fin Installation SOP
6. Sanding and Smoothing SOP
7. Surfboard Painting and Graphics SOP
8. Quality Control and Inspection SOP
9. Packaging and Shipping SOP
10. Equipment Maintenance and Cleaning SOP

Presentations

Surfboard Maker 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. Sales Performance Report
2. Production Efficiency Analysis
3. New Product Launch Presentation
4. Quality Control Review
5. Supplier Evaluation and Selection

Legal Docs

There are several key times when a Surfboard Maker 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. Manufacturing Agreement Template
2. Non-Disclosure Agreement Template
3. Intellectual Property Assignment Agreement Template
4. Product Liability Waiver Template
5. Employment Agreement Template

Health & Safety Templates

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

1. Incident Report Template
2. Hazard Identification Checklist Template
3. Safety Meeting Minutes Template
4. Personal Protective Equipment (PPE) Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Production Calendar
2. Sales and Marketing Calendar
3. Inventory Management Calendar
4. Supplier and Vendor Calendar
5. Maintenance and Equipment Calendar

Invoice Templates

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

1. Sales Invoice
2. Purchase Invoice
3. Proforma Invoice
4. Credit Memo Invoice
5. Shipping Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Quality Survey
3. Market Research Survey
4. Supplier Evaluation Survey
5. Employee Feedback Survey

Meeting Agendas

Having premade Surfboard Maker 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 Production Meeting
2. Sales and Marketing Strategy Meeting
3. Supply Chain and Inventory Management Meeting
4. Quality Control and Product Development Meeting
5. Team Building and Employee Engagement Meeting

Budget Templates

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

1. Sales Budget Template
2. Production Budget Template
3. Materials Budget Template
4. Labor Budget Template
5. Overhead Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Production Efficiency Dashboard
3. Inventory Management Dashboard
4. Quality Control Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Surfboard Maker 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 Sales Proposal
2. New Product Development Proposal
3. Supplier Partnership Proposal
4. Marketing and Advertising Proposal
5. Equipment Upgrade 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 Surfboard Maker 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.