Tour Leader Templates

Tour Leader Templates

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

1. Monthly Tour Schedule
2. Tour Itinerary Template
3. Expense Report
4. Tour Participant List
5. Tour Evaluation Form
6. Hotel Reservation Template
7. Transportation Schedule
8. Tour Budget Spreadsheet
9. Packing List Template
10. Tour Guide Script

Reports

Reports are often prepared by a Tour Leader 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. Staff Performance Report
10. Tour Itinerary Analysis 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 Leader 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. Health and Safety Guidelines SOP
7. Customer Service SOP
8. Tour Evaluation and Feedback SOP
9. Financial Reporting SOP
10. Crisis Management SOP

Presentations

Tour Leader 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. Team Performance Review Template
5. Travel Itinerary Template

Legal Docs

There are several key times when a Tour Leader 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. Medical Consent Form Template
4. Photo Release Form Template
5. Emergency Contact Form Template

Health & Safety Templates

Health & Safety templates for a Tour Leader 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 Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Monthly Tour Schedule
2. Staff Roster
3. Transportation Calendar
4. Accommodation Availability
5. Activity and Excursion Planner

Invoice Templates

Several types of Tour Leader 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. Additional Services Invoice

Survey Templates

For a Tour Leader to get insights related to the work they do, they need to send out Tour Leader 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 Leader 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. Customer Feedback Review Meeting
3. Sales and Marketing Strategy Meeting
4. Training and Development Session
5. Operational Review Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Projection Budget Template
3. Transportation Budget Template
4. Accommodation Budget Template
5. Food and Beverage Budget Template

Dashboards

Dashboards are a useful way for a Tour Leader 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. Expense Tracking Dashboard
4. Tour Itinerary Dashboard
5. Employee Performance Dashboard

Proposal Templates

For bidding or requesting work, a Tour Leader 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. Group Tour Proposal: This proposal outlines the itinerary, accommodations, and activities for a group tour.
2. Custom Tour Proposal: This proposal is tailored to the specific needs and preferences of a client, including personalized activities and accommodations.
3. Corporate Retreat Proposal: This proposal offers a comprehensive plan for a corporate retreat, including team-building activities and meeting spaces.
4. Adventure Tour Proposal: This proposal highlights adventurous activities such as hiking, kayaking, and zip-lining for thrill-seeking clients.
5. Culinary Tour Proposal: This proposal focuses on food and beverage experiences, including cooking classes, wine tastings, and local cuisine tours

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 Leader 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.