Surfer Templates

Surfer Templates

There is a huge number of templates that someone in the Surfer 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 Surfer. 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 Surf Report
2. Surf Lesson Schedule
3. Surfboard Inventory
4. Surf Competition Registration
5. Surf Event Budget
6. Surf Trip Itinerary
7. Surf Shop Sales Report
8. Surf Camp Registration
9. Surf Safety Guidelines
10. Surf Sponsorship Proposal

Reports

Reports are often prepared by a Surfer 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. Inventory Report
4. Marketing Campaign Performance Report
5. Financial Performance Report
6. Website Traffic Report
7. Social Media Engagement Report
8. Competitor Analysis Report
9. Product Performance Report
10. Surfing Conditions 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 Surfer does and how they do it.

1. Equipment Maintenance SOP
2. Surfboard Repair SOP
3. Safety and Emergency Procedures SOP
4. Surf Lesson Planning SOP
5. Beach Cleanup SOP
6. Surf Competition Preparation SOP
7. Customer Service SOP
8. Surfboard Rental SOP
9. Surf Trip Planning SOP
10. Social Media Management SOP

Presentations

Surfer 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 Report
2. Sponsorship Proposal
3. Surfing Techniques Workshop
4. Surfboard Design Showcase
5. Surfing Event Marketing Plan

Legal Docs

There are several key times when a Surfer 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. Liability Waiver Template
2. Sponsorship Agreement Template
3. Athlete Contract Template
4. Event Release Form Template
5. Intellectual Property Agreement Template

Health & Safety Templates

Health & Safety templates for a Surfer 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 Action Plan Template
4. Risk Assessment Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Surf Competition Calendar
2. Training Schedule Calendar
3. Tide Chart Calendar
4. Weather Forecast Calendar
5. Travel and Event Calendar

Invoice Templates

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

1. Monthly Surfboard Sales Invoice
2. Surf Lesson Invoice
3. Surfboard Rental Invoice
4. Surf Competition Entry Fee Invoice
5. Surfboard Repair Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Brand Awareness Survey
5. Event Experience Survey

Meeting Agendas

Having premade Surfer 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 Performance Review Meeting
2. Marketing Strategy Meeting
3. Product Development Meeting
4. Team Training and Development Meeting
5. Sales and Revenue Forecast Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Surf Equipment Budget
3. Travel and Accommodation Budget
4. Competition and Event Expenses Tracker
5. Marketing and Sponsorship Budget

Dashboards

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

1. Performance Overview Dashboard
2. Sales and Revenue Dashboard
3. Social Media Engagement Dashboard
4. Customer Satisfaction Dashboard
5. Competitor Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Surfer 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. Sponsorship Proposal
2. Event Proposal
3. Training Program Proposal
4. Equipment Proposal
5. Marketing Campaign 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 Surfer 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.