Swatch Maker Templates

Swatch Maker Templates

There is a huge number of templates that someone in the Swatch 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 Swatch 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. Production Schedule
2. Inventory Report
3. Quality Control Checklist
4. Material Requisition Form
5. Work Order Template
6. Cost Analysis Spreadsheet
7. Sales Forecast Template
8. Employee Timesheet
9. Maintenance Log
10. Monthly Performance Report

Reports

Reports are often prepared by a Swatch 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. Production Efficiency Report
2. Quality Control Report
3. Inventory Management Report
4. Cost Analysis Report
5. Sales and Revenue Report
6. Employee Performance Report
7. Equipment Maintenance Report
8. Supplier Performance Report
9. Customer Satisfaction Report
10. Market Trends 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 Swatch Maker does and how they do it.

1. Swatch Production SOP
2. Quality Control SOP
3. Inventory Management SOP
4. Equipment Maintenance SOP
5. Material Handling SOP
6. Packaging and Shipping SOP
7. Workplace Safety SOP
8. Swatch Design SOP
9. Swatch Testing SOP
10. Swatch Documentation SOP

Presentations

Swatch 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. Production Report Template
2. Quality Control Template
3. Sales and Revenue Template
4. Inventory Management Template
5. Employee Performance Template

Legal Docs

There are several key times when a Swatch 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Purchase Order Template
4. Sales Agreement Template
5. Product Liability Waiver Template

Health & Safety Templates

Health & Safety templates for a Swatch 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 Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Production Schedule Calendar
2. Inventory Management Calendar
3. Quality Control Calendar
4. Maintenance and Repair Calendar
5. Shipping and Delivery Calendar

Invoice Templates

Several types of Swatch 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. Production Invoice
4. Shipping Invoice
5. Expense Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Product Quality Feedback Survey
3. Customer Satisfaction Survey
4. Production Efficiency Survey
5. Supplier Evaluation Survey

Meeting Agendas

Having premade Swatch 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. Production Planning Meeting
2. Quality Control Meeting
3. Inventory Management Meeting
4. Sales and Marketing Meeting
5. Team Performance Review Meeting

Budget Templates

To manage finances well, a Swatch 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. Direct Materials Budget Template
4. Direct Labor Budget Template
5. Overhead Budget Template

Dashboards

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

1. Production Efficiency Dashboard
2. Quality Control Dashboard
3. Inventory Management Dashboard
4. Sales and Revenue Dashboard
5. Employee Performance Dashboard

Proposal Templates

For bidding or requesting work, a Swatch 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 Production Proposal
2. Quality Control Improvement Proposal
3. Cost Reduction Proposal
4. New Product Development 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 Swatch 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.