Systems Manager Templates

Systems Manager Templates

There is a huge number of templates that someone in the Systems Manager 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 Manager. 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 IT Performance Report
2. Project Status Update
3. IT Budget Forecast
4. Incident Report
5. Change Request Form
6. IT Asset Inventory
7. IT Risk Assessment
8. IT Service Level Agreement
9. IT Training Plan
10. IT Audit Checklist

Reports

Reports are often prepared by a Systems Manager 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 Network Performance Report
2. System Availability Report
3. Security Incident Report
4. Software Patching Report
5. Backup and Recovery Report
6. Help Desk Ticket Report
7. Hardware Inventory Report
8. User Access Report
9. System Capacity Report
10. IT Budget 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 Manager does and how they do it.

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Presentations

Systems Manager 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. Project Status Update
3. Budget and Resource Allocation
4. IT Infrastructure Overview
5. Risk Assessment and Mitigation Plan

Legal Docs

There are several key times when a Systems Manager 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. Employment Contract
5. Data Protection Policy

Health & Safety Templates

Health & Safety templates for a Systems Manager 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 Meeting Minutes Template
4. Emergency Response Plan Template
5. Workplace Inspection Checklist Template

Calendars

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

1. Monthly Project Calendar
2. Team Meeting Calendar
3. IT Maintenance Calendar
4. Training and Development Calendar
5. Vendor and Supplier Calendar

Invoice Templates

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

1. Monthly IT Services Invoice
2. Software Licensing Invoice
3. Hardware Procurement Invoice
4. Network Infrastructure Invoice
5. IT Consultancy Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. IT Service Quality Survey
4. Technology Needs Assessment Survey
5. IT Training Evaluation Survey

Meeting Agendas

Having premade Systems Manager 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 Status Meeting
2. Project Planning Meeting
3. IT Infrastructure Review Meeting
4. Vendor Evaluation Meeting
5. IT Budget Review Meeting

Budget Templates

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

1. Monthly Operating Budget Template
2. Employee Salary and Benefits Budget Template
3. IT Infrastructure and Equipment Budget Template
4. Project Budget Template
5. Training and Development Budget Template

Dashboards

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

1. Financial Performance Dashboard
2. Project Management Dashboard
3. IT Infrastructure Dashboard
4. Employee Productivity Dashboard
5. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Systems Manager 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 IT Infrastructure Upgrade Proposal
2. Cybersecurity Enhancement Proposal
3. Software Development Project Proposal
4. IT Training and Development 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 Systems Manager 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.