Tour Director Templates

Tour Director Templates

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

1. Daily Itinerary Template
2. Tour Participant List Template
3. Hotel Reservation Template
4. Transportation Schedule Template
5. Tour Budget Template
6. Tour Evaluation Template
7. Tour Guide Schedule Template
8. Emergency Contact List Template
9. Tour Menu Template
10. Tour Feedback Template

Reports

Reports are often prepared by a Tour Director 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. Customer Satisfaction Report
3. Tour Attendance Report
4. Revenue Analysis Report
5. Expense Report
6. Tour Feedback Report
7. Marketing Campaign Performance Report
8. Competitor Analysis Report
9. Tour Guide Performance Report
10. Inventory Management 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 Tour Director does and how they do it.

1. Pre-Tour Preparation SOP
2. Tour Itinerary Creation SOP
3. Transportation Arrangements SOP
4. Accommodation Booking SOP
5. Tour Guide Training SOP
6. Guest Registration SOP
7. Safety and Emergency Procedures SOP
8. Tour Activities Coordination SOP
9. Customer Feedback Collection SOP
10. Post-Tour Evaluation and Reporting SOP

Presentations

Tour Director 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 Sales Report Template
2. Customer Satisfaction Survey Template
3. Destination Highlight Template
4. Tour Itinerary Template
5. Training and Development Template

Legal Docs

There are several key times when a Tour Director 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. Liability Waiver Template
2. Tour Agreement Template
3. Emergency Contact Template
4. Medical Release Template
5. Confidentiality Agreement Template

Health & Safety Templates

Health & Safety templates for a Tour Director 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. Emergency Evacuation Plan Template
4. Health and Safety Inspection Checklist Template
5. Training Attendance Record Template

Calendars

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

1. Monthly Tour Schedule
2. Hotel Availability Calendar
3. Transportation Schedule
4. Tour Guide Roster
5. Event Calendar

Invoice Templates

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

1. Monthly Tour Package Invoice
2. Accommodation Invoice
3. Transportation Invoice
4. Meal and Beverage Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Tour Experience Feedback Survey
3. Destination Preference Survey
4. Tour Guide Performance Evaluation Survey
5. Traveler Demographics Survey

Meeting Agendas

Having premade Tour Director 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 Staff Meeting
2. Tour Planning Meeting
3. Customer Feedback Meeting
4. Sales and Marketing Meeting
5. Training and Development Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Transportation Budget Template
3. Accommodation Budget Template
4. Food and Beverage Budget Template
5. Entertainment and Activities Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Financial Performance Dashboard
4. Tour Itinerary Dashboard
5. Employee Performance Dashboard

Proposal Templates

For bidding or requesting work, a Tour Director 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 Tour Package Proposal
2. Special Event Proposal
3. Corporate Retreat Proposal
4. Educational Tour Proposal
5. Customized Tour 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 Tour Director 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.