Technical Assistant Templates

Technical Assistant Templates

There is a huge number of templates that someone in the Technical Assistant 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 Technical Assistant. 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 Report
2. Meeting Agenda
3. Project Plan
4. Expense Report
5. Training Manual
6. Performance Evaluation
7. Inventory Spreadsheet
8. Customer Satisfaction Survey
9. Equipment Maintenance Log
10. Purchase Order Form

Reports

Reports are often prepared by a Technical Assistant 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. Financial Statement
4. Customer Satisfaction Report
5. Production Efficiency Report
6. Quality Control Report
7. Employee Attendance Report
8. Project Progress Report
9. Marketing Campaign Report
10. IT System Performance 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 Technical Assistant does and how they do it.

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Presentations

Technical Assistant 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 Template
2. Project Status Update Template
3. Financial Performance Review Template
4. Team Meeting Agenda Template
5. Training Session Presentation Template

Legal Docs

There are several key times when a Technical Assistant 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. Service Level Agreement Template
4. Purchase Agreement Template
5. Confidentiality Agreement Template

Health & Safety Templates

Health & Safety templates for a Technical Assistant 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 Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Monthly Meeting Calendar
2. Project Deadline Calendar
3. Employee Vacation Calendar
4. Training Schedule Calendar
5. Equipment Maintenance Calendar

Invoice Templates

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

1. Monthly Service Invoice
2. Equipment Rental Invoice
3. Maintenance and Repair Invoice
4. Training and Consultation Invoice
5. Travel and Expense Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Training Needs Assessment Survey
4. IT Helpdesk Satisfaction Survey
5. Administrative Process Improvement Survey

Meeting Agendas

Having premade Technical Assistant 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 Meeting
2. Project Status Update Meeting
3. Departmental Performance Review Meeting
4. Training and Development Meeting
5. Client Feedback and Improvement Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Savings Goal Template
4. Debt Repayment Template
5. Annual Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Financial Metrics Dashboard
3. Customer Satisfaction Dashboard
4. Project Management Dashboard
5. Inventory Management Dashboard

Proposal Templates

For bidding or requesting work, a Technical Assistant 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 Budget Proposal
2. Equipment Upgrade Proposal
3. Training and Development Proposal
4. Process Improvement Proposal
5. IT Infrastructure 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 Technical Assistant 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.