Tanner Templates

Tanner Templates

There is a huge number of templates that someone in the Tanner 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 Tanner. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Sales Report
2. Production Schedule
3. Inventory Tracker
4. Purchase Order
5. Expense Report
6. Customer Feedback Form
7. Marketing Plan
8. Quality Control Checklist
9. Employee Timesheet
10. Financial Statement

Reports

Reports are often prepared by a Tanner 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. Inventory Report
3. Production Efficiency Report
4. Quality Control Report
5. Cost Analysis Report
6. Customer Satisfaction Report
7. Marketing Campaign Performance Report
8. Employee Performance Report
9. Financial Statement Report
10. Industry 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 Tanner does and how they do it.

1. Raw Material Inspection SOP
2. Pre-Treatment Process SOP
3. Tanning Process SOP
4. Dyeing and Coloring SOP
5. Finishing and Polishing SOP
6. Quality Control SOP
7. Packaging and Shipping SOP
8. Equipment Maintenance SOP
9. Waste Management SOP
10. Health and Safety SOP

Presentations

Tanner 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. Product Showcase
3. Client Pitch
4. Team Meeting Update
5. Industry Trends Analysis

Legal Docs

There are several key times when a Tanner 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. Intellectual Property Assignment Agreement Template
4. Client Service Agreement Template
5. Purchase Order Template

Health & Safety Templates

Health & Safety templates for a Tanner 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 Meeting Minutes Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Production Calendar
2. Marketing Calendar
3. Sales Calendar
4. Design Calendar
5. Social Media Calendar

Invoice Templates

Several types of Tanner 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. Service Invoice
4. Freelance Invoice
5. Custom Order Invoice

Survey Templates

For a Tanner to get insights related to the work they do, they need to send out Tanner 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 Perception Survey
5. Employee Engagement Survey

Meeting Agendas

Having premade Tanner 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 Production Meeting
2. Creative Brainstorming Session
3. Marketing Strategy Meeting
4. Quality Control Review
5. Team Collaboration Meeting

Budget Templates

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

1. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings Goal Tracker
4. Debt Repayment Plan
5. Annual Budget Forecast

Dashboards

Dashboards are a useful way for a Tanner 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 Tanner 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 Marketing Proposal
2. Product Development Proposal
3. Client Acquisition Proposal
4. Branding and Design Proposal
5. Social Media Strategy 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 Tanner 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.