Technical Manager Templates

Technical Manager Templates

There is a huge number of templates that someone in the Technical Manager 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 Manager. 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. Team Performance Evaluation
4. Budget Planning Spreadsheet
5. Meeting Agenda
6. Training Plan
7. Risk Assessment Template
8. Performance Improvement Plan
9. Equipment Maintenance Log
10. Incident Report Form

Reports

Reports are often prepared by a Technical Manager 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. Production Efficiency Report
3. Quality Control Report
4. Inventory Management Report
5. Cost Analysis Report
6. Employee Performance Report
7. Equipment Maintenance Report
8. Project Progress Report
9. Customer Satisfaction 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 Manager does and how they do it.

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Presentations

Technical Manager 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 Performance Review
2. Project Status Update
3. Budget Analysis and Forecast
4. Team Training and Development
5. Stakeholder Meeting Update

Legal Docs

There are several key times when a Technical Manager 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. Vendor Agreement Template
5. Intellectual Property Assignment Agreement Template

Health & Safety Templates

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

1. Incident Report Form
2. Risk Assessment Template
3. Safety Inspection Checklist
4. Emergency Response Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Monthly Team Meeting Calendar
2. Project Deadline Calendar
3. Training and Development Calendar
4. Equipment Maintenance Calendar
5. Performance Evaluation Calendar

Invoice Templates

Several types of Technical Manager 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. Consultation Fee Invoice
5. Training and Development Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Product Development Survey
4. Training Needs Assessment Survey
5. Performance Evaluation Survey

Meeting Agendas

Having premade Technical Manager 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 Performance Review
2. Project Status Update
3. Budget and Resource Allocation Meeting
4. Cross-Functional Collaboration Meeting
5. Stakeholder Engagement and Communication Review

Budget Templates

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

1. Monthly Expense Budget Template
2. Project Budget Template
3. Departmental Budget Template
4. Capital Expenditure Budget Template
5. Annual Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Project Status Dashboard
3. Financial Metrics Dashboard
4. Team Productivity Dashboard
5. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Technical Manager 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. Staff Training Proposal
4. Project Timeline Proposal
5. Cost Reduction 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 Manager 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.