Technical Liaison Templates

Technical Liaison Templates

There is a huge number of templates that someone in the Technical Liaison 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 Liaison. 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. Project Status Update
3. Customer Feedback Survey
4. Training Manual
5. Product Specification Sheet
6. Technical Support Ticket Log
7. Meeting Agenda
8. Expense Report
9. Performance Evaluation Form
10. Product Development Roadmap

Reports

Reports are often prepared by a Technical Liaison 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 Performance Report
2. Customer Satisfaction Report
3. Product Development Report
4. Technical Support Report
5. Quality Assurance Report
6. Project Status Report
7. Market Analysis Report
8. Competitor Analysis Report
9. Training and Development Report
10. Financial 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 Liaison does and how they do it.

…

Presentations

Technical Liaison 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 Update Presentation
3. Technical Training Session
4. Client Project Review
5. Industry Trends and Analysis

Legal Docs

There are several key times when a Technical Liaison 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. Master Services Agreement (MSA)
5. Data Protection Agreement (DPA)

Health & Safety Templates

Health & Safety templates for a Technical Liaison 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 Response Plan Template
5. Training Attendance Record Template

Calendars

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

1. Monthly Meeting Calendar
2. Project Timeline Calendar
3. Training Schedule Calendar
4. Product Release Calendar
5. Conference and Event Calendar

Invoice Templates

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

1. Monthly Service Invoice
2. Hardware Sales Invoice
3. Software Licensing Invoice
4. Maintenance and Support Invoice
5. Training and Consultancy Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Technical Support Survey
4. Market Research Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Technical Liaison 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. Client Feedback Meeting
4. Training and Development Meeting
5. Cross-Functional Collaboration Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Revenue Budget Template
3. Project Budget Template
4. Travel and Entertainment Budget Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Product Development Dashboard
4. Project Management Dashboard
5. Technical Support Dashboard

Proposal Templates

For bidding or requesting work, a Technical Liaison 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. Product Development Proposal
3. Client Support Proposal
4. Research and Development Proposal
5. Marketing 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 Technical Liaison 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.