Tailor Templates

Tailor Templates

There is a huge number of templates that someone in the Tailor 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 Tailor. 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 Sales Report
2. Inventory Management Spreadsheet
3. Production Schedule Template
4. Customer Order Form
5. Fabric and Material Cost Tracker
6. Tailoring Measurement Chart
7. Sewing Pattern Template
8. Tailoring Price List
9. Supplier Contact List
10. Monthly Expense Tracker

Reports

Reports are often prepared by a Tailor 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. Inventory Report
3. Production Report
4. Customer Feedback Report
5. Financial Report
6. Marketing Report
7. Quality Control Report
8. Supplier Performance Report
9. Employee Performance Report
10. Trend Analysis 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 Tailor does and how they do it.

1. Measuring and Fitting SOP
2. Alteration and Repair SOP
3. Pattern Making SOP
4. Sewing Machine Operation SOP
5. Fabric Cutting SOP
6. Garment Assembly SOP
7. Quality Control SOP
8. Inventory Management SOP
9. Customer Service SOP
10. Workplace Safety SOP

Presentations

Tailor 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 Sales Report
2. Trend Forecasting Analysis
3. New Collection Launch
4. Customer Feedback and Satisfaction Survey
5. Supplier Evaluation and Performance Review

Legal Docs

There are several key times when a Tailor 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. Client Contract Template
5. Intellectual Property Assignment Agreement Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Personal Protective Equipment (PPE) Assessment Form
3. Hazard Identification and Risk Assessment (HIRA) Template
4. Emergency Evacuation Plan Template
5. First Aid Incident Report Form

Calendars

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

1. Production Calendar
2. Sales Calendar
3. Marketing Calendar
4. Design Calendar
5. Events Calendar

Invoice Templates

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

1. Monthly Sales Invoice
2. Fabric Purchase Invoice
3. Alteration Service Invoice
4. Wholesale Order Invoice
5. Custom Design Invoice

Survey Templates

For a Tailor to get insights related to the work they do, they need to send out Tailor 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. Trend Analysis Survey
5. Employee Engagement Survey

Meeting Agendas

Having premade Tailor 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 Sales Review Meeting
2. Production Planning Meeting
3. Design and Development Meeting
4. Supplier Evaluation Meeting
5. Team Performance Evaluation Meeting

Budget Templates

To manage finances well, a Tailor 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. Material and Supplies Budget Template
4. Labor Budget Template
5. Overhead Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Production Efficiency Dashboard
4. Customer Satisfaction Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Tailor 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 Collection Launch Proposal
3. Marketing and Advertising Proposal
4. Supplier Negotiation Proposal
5. Staff Training and Development 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 Tailor 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.