Systems Architect Templates

Systems Architect Templates

There is a huge number of templates that someone in the Systems 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 Systems 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. Project Plan
2. System Requirements Document
3. Technical Design Document
4. Test Plan
5. Change Request Form
6. Risk Assessment Template
7. Meeting Agenda
8. Meeting Minutes
9. Status Report
10. Budget Spreadsheet

Reports

Reports are often prepared by a Systems 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 System Performance Report
2. Network Traffic Analysis Report
3. Security Vulnerability Assessment Report
4. Software Patch Management Report
5. Hardware Inventory Report
6. System Capacity Planning Report
7. Disaster Recovery Readiness Report
8. User Access Control Report
9. System Uptime and Downtime Report
10. IT Budget and Expenditure 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 Systems Architect does and how they do it.

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Presentations

Systems 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. Executive Summary Template
2. Technical Architecture Template
3. Project Status Update Template
4. Budget and Resource Allocation Template
5. Risk Management Template

Legal Docs

There are several key times when a Systems 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 and Privacy Policy

Health & Safety Templates

Health & Safety templates for a Systems 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 Systems Architect calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Calendar
2. Meeting Calendar
3. Release Calendar
4. Maintenance Calendar
5. Training Calendar

Invoice Templates

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

1. Monthly Service Invoice
2. Hardware Purchase Invoice
3. Software License Invoice
4. Maintenance and Support Invoice
5. Consulting Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. User Experience Survey
3. Product Feedback Survey
4. Market Research Survey
5. Employee Engagement Survey

Meeting Agendas

Having premade Systems 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. Project Kickoff Meeting
2. Design Review Meeting
3. Progress Update Meeting
4. Stakeholder Meeting
5. Technical Training Meeting

Budget Templates

To manage finances well, a Systems 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. IT Infrastructure Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Project Management Dashboard
3. IT Infrastructure Dashboard
4. Customer Support Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Systems 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. Project Implementation Proposal
2. System Upgrade Proposal
3. Network Infrastructure Proposal
4. Cloud Migration Proposal
5. Security Enhancement 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 Systems 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.