Tool And Die Designer Templates

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

1. Design Specification Template
2. Tooling Cost Estimate Template
3. Bill of Materials Template
4. Tooling Design Review Template
5. Tooling Inspection Report Template
6. Tooling Change Request Template
7. Tooling Maintenance Log Template
8. Tooling Test Plan Template
9. Tooling Validation Report Template
10. Tooling Project Status Report Template

Reports

Reports are often prepared by a Tool And Die Designer 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 Production Report
2. Quality Control Report
3. Inventory Management Report
4. Cost Analysis Report
5. Project Progress Report
6. Equipment Maintenance Report
7. Material Procurement Report
8. Tooling Design Report
9. Customer Satisfaction Report
10. Safety Compliance 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 Tool And Die Designer does and how they do it.

1. Design Review SOP
2. CAD Modeling SOP
3. Tooling Design SOP
4. Material Selection SOP
5. Machining SOP
6. Inspection and Quality Control SOP
7. Assembly SOP
8. Prototype Development SOP
9. Documentation and Reporting SOP
10. Continuous Improvement SOP

Presentations

Tool And Die Designer 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 Progress Report Template
2. Design Review Presentation Template
3. Cost Analysis Presentation Template
4. New Product Introduction Template
5. Quality Control Presentation Template

Legal Docs

There are several key times when a Tool And Die Designer 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
2. Intellectual Property Assignment Agreement
3. Employment Contract
4. Confidentiality Agreement
5. Purchase Order Agreement

Health & Safety Templates

Health & Safety templates for a Tool And Die Designer 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. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Tool And Die Designer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Timeline Calendar
2. Production Schedule Calendar
3. Design Review Calendar
4. Tooling Delivery Calendar
5. Quality Control Calendar

Invoice Templates

Several types of Tool And Die Designer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Design Services Invoice
2. Tooling and Machining Invoice
3. Prototype Development Invoice
4. Engineering Consultation Invoice
5. Project Management Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Employee Engagement Survey
5. Quality Control Survey

Meeting Agendas

Having premade Tool And Die Designer 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. Design Review Meeting
2. Project Planning Meeting
3. Progress Update Meeting
4. Supplier Evaluation Meeting
5. Quality Control Meeting

Budget Templates

To manage finances well, a Tool And Die Designer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Savings and Investment Budget Template
4. Debt Repayment Budget Template
5. Project Budget Template

Dashboards

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

1. Production Efficiency Dashboard
2. Quality Control Dashboard
3. Project Management Dashboard
4. Cost Analysis Dashboard
5. Machine Utilization Dashboard

Proposal Templates

For bidding or requesting work, a Tool And Die Designer 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. Design Proposal for New Tooling Solutions
2. Cost Estimation Proposal for Tool and Die Manufacturing
3. Proposal for Tooling Design Optimization
4. Proposal for Tool and Die Maintenance and Repair Services
5. Proposal for Tooling Process Improvement and Efficiency Enhancement

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 Tool And Die Designer 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.

Tool And Die Designer Templates