Technical Producer Templates

Technical Producer Templates

There is a huge number of templates that someone in the Technical Producer 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 Producer. 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 Timeline
2. Budget Tracker
3. Meeting Agenda
4. Technical Requirements Document
5. Production Schedule
6. Risk Assessment Matrix
7. Equipment Inventory
8. Post-Production Checklist
9. Performance Metrics Report
10. Client Feedback Survey

Reports

Reports are often prepared by a Technical Producer 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 Assurance Report
4. Inventory Management Report
5. Customer Satisfaction Report
6. Project Progress Report
7. Financial Performance Report
8. Website Traffic Report
9. Social Media Analytics Report
10. Technical Support Ticket 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 Producer does and how they do it.

…

Presentations

Technical Producer 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. Executive Summary Template
2. Project Status Update Template
3. Product Launch Presentation Template
4. Technical Training Template
5. Sales Pitch Template

Legal Docs

There are several key times when a Technical Producer 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. Intellectual Property Assignment Agreement

Health & Safety Templates

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

1. Incident Report Form
2. Hazard Identification Checklist
3. Emergency Response Plan Template
4. Safety Meeting Agenda Template
5. Personal Protective Equipment (PPE) Assessment Form

Calendars

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

1. Production Schedule Calendar
2. Project Timeline Calendar
3. Meeting and Event Calendar
4. Content Release Calendar
5. Resource Allocation Calendar

Invoice Templates

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

1. Monthly Production Invoice
2. Equipment Rental Invoice
3. Post-Production Services Invoice
4. Technical Support Invoice
5. Travel and Accommodation Invoice

Survey Templates

For a Technical Producer to get insights related to the work they do, they need to send out Technical Producer 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. Technical Support Survey

Meeting Agendas

Having premade Technical Producer 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. Team Collaboration Meeting
3. Project Status Update Meeting
4. Client Feedback Meeting
5. Budget Review Meeting

Budget Templates

To manage finances well, a Technical Producer 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. Departmental Budget Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Website Analytics Dashboard
3. Project Management Dashboard
4. Customer Support Dashboard
5. Financial Metrics Dashboard

Proposal Templates

For bidding or requesting work, a Technical Producer 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. Project Management Proposal
2. Budget Proposal
3. Equipment Upgrade Proposal
4. Software Development Proposal
5. Technical Training 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 Producer 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.