Tool And Die Engineer Templates

There is a huge number of templates that someone in the Tool And Die Engineer 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 Engineer. 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 Template
2. Design Specification Template
3. Bill of Materials Template
4. Cost Estimation Template
5. Quality Control Checklist Template
6. Production Schedule Template
7. Equipment Maintenance Log Template
8. Material Inventory Spreadsheet Template
9. Process Flowchart Template
10. Failure Analysis Report Template

Reports

Reports are often prepared by a Tool And Die Engineer 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. Production Efficiency Report
2. Quality Control Report
3. Tooling Cost Analysis Report
4. Equipment Maintenance Report
5. Material Inventory Report
6. Tooling Utilization Report
7. Process Improvement Report
8. Tooling Design Review Report
9. Supplier Performance Report
10. Project Progress 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 Engineer does and how they do it.

1. Tool maintenance and inspection SOP
2. Die design and fabrication SOP
3. CNC machining SOP
4. Quality control and inspection SOP
5. Material selection and procurement SOP
6. Tool and die assembly SOP
7. Troubleshooting and repair SOP
8. Safety procedures and protocols SOP
9. Documentation and record-keeping SOP
10. Continuous improvement and process optimization SOP

Presentations

Tool And Die Engineer 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 Project Update
2. Design Review
3. Quality Control Analysis
4. Cost Analysis and Budget Review
5. New Tooling Proposal

Legal Docs

There are several key times when a Tool And Die Engineer 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. Employment Contract
3. Intellectual Property Assignment Agreement
4. Purchase Order Agreement
5. Liability Waiver Agreement

Health & Safety Templates

Health & Safety templates for a Tool And Die Engineer 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 Engineer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Production Schedule Calendar
2. Project Timeline Calendar
3. Maintenance and Repair Calendar
4. Training and Development Calendar
5. Team Meeting Calendar

Invoice Templates

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

1. Monthly Engineering Services Invoice
2. Tool Design and Development Invoice
3. Prototype Manufacturing Invoice
4. Quality Control and Inspection Invoice
5. Tool Maintenance and Repair Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Quality Survey
3. Employee Feedback Survey
4. Process Improvement Survey
5. Market Research Survey

Meeting Agendas

Having premade Tool And Die Engineer 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. Project Kickoff Meeting
2. Design Review Meeting
3. Progress Update Meeting
4. Problem-Solving Meeting
5. Project Closure Meeting

Budget Templates

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

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

Dashboards

Dashboards are a useful way for a Tool And Die Engineer 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. Machine Utilization Dashboard
4. Cost Analysis Dashboard
5. Project Management Dashboard

Proposal Templates

For bidding or requesting work, a Tool And Die Engineer 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. “Tooling Design Proposal”
2. “Process Improvement Proposal”
3. “Cost Reduction Proposal”
4. “New Equipment Acquisition Proposal”
5. “Quality Control Enhancement 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 Tool And Die Engineer 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 Engineer Templates