Toolmaker Templates

Toolmaker Templates

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

1. Production Schedule
2. Quality Control Checklist
3. Material Inventory Spreadsheet
4. Work Order Template
5. Machine Maintenance Log
6. Cost Analysis Report
7. Tooling Design Template
8. Safety Inspection Checklist
9. Employee Performance Evaluation Form
10. Production Efficiency Dashboard

Reports

Reports are often prepared by a Toolmaker 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. Inventory Management Report
4. Machine Utilization Report
5. Cost Analysis Report
6. Maintenance and Repair Report
7. Workforce Productivity Report
8. Scrap and Waste Report
9. Supplier Performance Report
10. Sales and Revenue 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 Toolmaker does and how they do it.

…

Presentations

Toolmaker 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 Production Report
2. Quality Control Analysis
3. New Tool Design Proposal
4. Cost Analysis and Budget Review
5. Tooling Process Improvement Plan

Legal Docs

There are several key times when a Toolmaker 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. Purchase Order Template
4. Sales Agreement Template
5. Equipment Lease Agreement Template

Health & Safety Templates

Health & Safety templates for a Toolmaker 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. Training Record Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Production Schedule Calendar
2. Maintenance Calendar
3. Training Calendar
4. Quality Control Calendar
5. Inventory Management Calendar

Invoice Templates

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

1. Sales Invoice: This invoice is used to bill customers for the tools manufactured and sold during the month.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred for purchasing raw materials and other supplies needed for tool manufacturing.
3. Service Invoice: This invoice is used to bill customers for any additional services provided, such as tool maintenance or repair.
4. Credit Invoice: This invoice is used to issue credit to customers for returned or faulty tools, ensuring accurate accounting and customer satisfaction.
5. Proforma Invoice: This invoice is used to provide a detailed breakdown of costs and pricing to potential customers before finalizing a sale, helping them make informed decisions

Survey Templates

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

1. Employee Satisfaction Survey
2. Product Quality Feedback Survey
3. Customer Satisfaction Survey
4. Production Efficiency Survey
5. Safety and Compliance Survey

Meeting Agendas

Having premade Toolmaker 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 Review Meeting
2. Quality Control Meeting
3. New Product Development Meeting
4. Safety and Compliance Meeting
5. Team Collaboration Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Monthly Revenue Budget Template
3. Production Cost Budget Template
4. Labor Cost Budget Template
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Toolmaker 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. Inventory Management Dashboard
4. Machine Utilization Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Toolmaker 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 Cost Reduction Proposal
2. New Tooling Equipment Proposal
3. Process Improvement Proposal
4. Quality Control Enhancement Proposal
5. Production Efficiency 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 Toolmaker 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.