Looking for Town Clerk Templates to download? See the main templates that a Town Clerk would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Contents
There is a huge number of templates that someone in the Town Clerk role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Town Clerk. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Meeting Agenda
2. Meeting Minutes
3. Budget Spreadsheet
4. Financial Report
5. Permit Application
6. Business License Application
7. Public Records Request Form
8. Election Ballot Template
9. Town Newsletter Template
10. Town Calendar Template
Reports are often prepared by a Town Clerk 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 Financial Report
2. Tax Collection Report
3. Building Permits Report
4. Marriage Licenses Report
5. Birth Certificates Report
6. Death Certificates Report
7. Voter Registration Report
8. Meeting Minutes Report
9. Public Records Request Report
10. Parking Violations Report
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Town Clerk does and how they do it.
…
Town Clerk 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 Financial Report Template
2. Town Council Meeting Agenda Template
3. Community Events Calendar Template
4. Annual Budget Presentation Template
5. Town Development Plan Template
There are several key times when a Town Clerk 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. Meeting Minutes Template
2. Public Records Request Template
3. Business License Application Template
4. Marriage License Template
5. Zoning Permit Application Template
Health & Safety templates for a Town Clerk ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Safety Meeting Minutes Template
3. Risk Assessment Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template
Setting up Town Clerk calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Meeting Schedule
2. Birth and Death Registration Calendar
3. Election and Voting Schedule
4. Town Events and Festivals Calendar
5. Building Permit and Inspection Calendar
Several types of Town Clerk invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Utility Invoice
2. Payroll Invoice
3. Vendor Invoice
4. Permit Fee Invoice
5. Property Tax Invoice
For a Town Clerk to get insights related to the work they do, they need to send out Town Clerk surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Citizen Satisfaction Survey
2. Community Needs Assessment Survey
3. Town Services Evaluation Survey
4. Public Safety Perception Survey
5. Town Planning and Development Survey
Having premade Town Clerk 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. Town Council Meeting
2. Planning Board Meeting
3. Zoning Board Meeting
4. Board of Selectmen Meeting
5. Finance Committee Meeting
To manage finances well, a Town Clerk would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Payroll Budget Template
3. Capital Expenditure Budget Template
4. Revenue Budget Template
5. Grant Budget Template
Dashboards are a useful way for a Town Clerk to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Dashboard
2. Election Dashboard
3. Permitting Dashboard
4. Public Records Dashboard
5. Meeting Management Dashboard
For bidding or requesting work, a Town Clerk 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 Budget Proposal
2. Community Development Proposal
3. Infrastructure Improvement Proposal
4. Public Safety Enhancement Proposal
5. Environmental Sustainability Proposal
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 Town Clerk 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.