Tourist Guide Templates

Tourist Guide Templates

There is a huge number of templates that someone in the Tourist Guide 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 Tourist Guide. 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. Tourist Feedback Form
4. Expense Report Template
5. Tourist Information Sheet
6. Hotel Reservation Template
7. Transportation Booking Template
8. Tourist Emergency Contact List
9. Tourist Guide Training Manual
10. Tourist Guide Evaluation Form

Reports

Reports are often prepared by a Tourist Guide 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 Tourist Arrival Report
2. Hotel Occupancy Report
3. Revenue Report
4. Tourist Feedback Report
5. Tourist Attractions Visited Report
6. Tourist Guide Performance Report
7. Transportation Utilization Report
8. Tour Packages Sales Report
9. Customer Satisfaction Report
10. Tourist Complaints 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 Tourist Guide does and how they do it.

1. Tour itinerary template
2. Safety guidelines template
3. Emergency procedures template
4. Customer service template
5. Cultural sensitivity template
6. Transportation logistics template
7. Sightseeing checklist template
8. Group management template
9. Tourist attraction information template
10. Feedback and evaluation template

Presentations

Tourist Guide 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. Welcome Presentation
2. City Tour Presentation
3. Historical Sites Presentation
4. Cultural Experience Presentation
5. Adventure Activities Presentation

Legal Docs

There are several key times when a Tourist Guide 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. Tourist Agreement Template
3. Confidentiality Agreement Template
4. Emergency Contact Template
5. Tourist Feedback Form Template

Health & Safety Templates

Health & Safety templates for a Tourist Guide 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. First Aid Kit Checklist Template
5. Health and Safety Training Attendance Template

Calendars

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

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

Invoice Templates

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

1. Tour Package Invoice: This invoice is used to bill clients for pre-arranged tour packages that include transportation, accommodations, and activities.
2. Day Tour Invoice: This invoice is used to bill clients for day tours that include transportation, guide services, and admission fees.
3. Private Tour Invoice: This invoice is used to bill clients for customized private tours that are tailored to their specific interests and preferences.
4. Group Tour Invoice: This invoice is used to bill clients for group tours that are organized for large groups of people, such as school groups or corporate events.
5. Guide Services Invoice: This invoice is used to bill clients for guide services only, such as walking tours or museum tours, without any additional transportation or activities included

Survey Templates

For a Tourist Guide to get insights related to the work they do, they need to send out Tourist Guide 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 Tourist Guide 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. Monthly Training Meeting
3. Monthly Performance Review Meeting
4. Monthly Marketing Strategy Meeting
5. Monthly Customer Feedback Meeting

Budget Templates

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

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

Dashboards

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

1. Monthly Revenue Dashboard
2. Customer Satisfaction Dashboard
3. Tourist Attractions Dashboard
4. Employee Performance Dashboard
5. Marketing Campaign Dashboard

Proposal Templates

For bidding or requesting work, a Tourist Guide 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 Sightseeing Tour Proposal
2. Cultural Heritage Tour Proposal
3. Adventure and Outdoor Activities Tour Proposal
4. Food and Culinary Tour Proposal
5. Customized Private 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 Tourist Guide 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.