Technical Writer Templates

Technical Writer Templates

There is a huge number of templates that someone in the Technical Writer 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 Writer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. User Manual Template
2. Installation Guide Template
3. Troubleshooting Guide Template
4. Release Notes Template
5. API Documentation Template
6. Training Manual Template
7. Style Guide Template
8. Knowledge Base Template
9. Whitepaper Template
10. Project Plan Template

Reports

Reports are often prepared by a Technical Writer 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 Content Analysis Report
2. User Feedback Report
3. Editing and Proofreading Report
4. Website Traffic Report
5. Social Media Engagement Report
6. Keyword Research Report
7. Competitor Analysis Report
8. Content Performance Report
9. SEO Audit Report
10. Project Status 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 Writer does and how they do it.

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Presentations

Technical Writer 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 Progress Report Template
2. User Manual Template
3. Training Presentation Template
4. Product Specification Template
5. Technical Documentation Template

Legal Docs

There are several key times when a Technical Writer 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. Copyright Assignment Agreement
4. Freelance Writer Contract
5. Content License Agreement

Health & Safety Templates

Health & Safety templates for a Technical Writer 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Editorial Calendar
2. Content Calendar
3. Project Calendar
4. Deadlines Calendar
5. Meeting Calendar

Invoice Templates

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

1. Monthly Writing Services Invoice
2. Editing and Proofreading Invoice
3. Content Creation Invoice
4. Technical Writing Invoice
5. Copywriting Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Content Quality Survey
3. Writing Process Feedback Survey
4. Editing and Proofreading Survey
5. Communication and Collaboration Survey

Meeting Agendas

Having premade Technical Writer 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 Kick-off Meeting
3. Stakeholder Update Meeting
4. Content Review Meeting
5. Training and Development Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Budget Planner
3. Savings Goal Tracker
4. Debt Repayment Plan
5. Annual Budget Summary

Dashboards

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

1. Content Performance Dashboard
2. SEO Analytics Dashboard
3. Social Media Engagement Dashboard
4. User Feedback Dashboard
5. Project Management Dashboard

Proposal Templates

For bidding or requesting work, a Technical Writer 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 Proposal for Website Content Development
2. Proposal for Technical Documentation Services
3. Proposal for User Manual Creation
4. Proposal for Software Documentation Services
5. Proposal for Technical Training Material Development

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 Writer 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.