Technical Illustrator Templates

Looking for Technical Illustrator Templates to download? See the main templates that a Technical Illustrator would use in their day-to-day work.

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Technical Illustrator Templates

There is a huge number of templates that someone in the Technical Illustrator 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 Illustrator. 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 Brief Template
2. Concept Sketch Template
3. Technical Drawing Template
4. 3D Model Template
5. Assembly Instructions Template
6. User Manual Template
7. Design Review Template
8. Presentation Template
9. Bill of Materials Template
10. Project Status Report Template

Reports

Reports are often prepared by a Technical Illustrator 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. Project Progress Report
3. Design Quality Assurance Report
4. Customer Satisfaction Report
5. Inventory Management Report
6. Production Efficiency Report
7. Cost Analysis Report
8. Design Trends Report
9. Competitor Analysis Report
10. Resource Allocation 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 Illustrator does and how they do it.

Presentations

Technical Illustrator 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. Project Overview Template
2. Design Concept Template
3. Technical Specifications Template
4. Progress Update Template
5. Final Presentation Template

Legal Docs

There are several key times when a Technical Illustrator 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. Copyright Assignment Agreement
3. Freelance Contract
4. Intellectual Property Release Form
5. Work-for-Hire Agreement

Health & Safety Templates

Health & Safety templates for a Technical Illustrator 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. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Monthly Project Calendar
2. Team Meeting Calendar
3. Deadline Calendar
4. Design Conference Calendar
5. Vacation and Time Off Calendar

Invoice Templates

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

1. Monthly Illustration Services Invoice
2. Graphic Design Project Invoice
3. Logo Design Invoice
4. Website Design Invoice
5. Product Packaging Design Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. User Experience Survey
4. Market Research Survey
5. Design Preference Survey

Meeting Agendas

Having premade Technical Illustrator 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 Kick-off Meeting
2. Design Review Meeting
3. Progress Update Meeting
4. Client Feedback Meeting
5. Team Collaboration Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Savings and Investment Tracker
4. Monthly Bill Payment Schedule
5. Annual Budget Forecast Template

Dashboards

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

1. Project Progress Dashboard
2. Design Approval Dashboard
3. Resource Allocation Dashboard
4. Client Feedback Dashboard
5. Revenue and Expenses Dashboard

Proposal Templates

For bidding or requesting work, a Technical Illustrator 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. “Product Illustration Proposal”
2. “Technical Diagram Proposal”
3. “User Manual Illustration Proposal”
4. “Infographic Design Proposal”
5. “Website Graphics 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 Illustrator 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.

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