Town Planner Templates

Town Planner Templates

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

1. Development Application Form
2. Site Analysis Template
3. Planning Proposal Template
4. Environmental Impact Assessment Template
5. Development Control Plan Template
6. Heritage Impact Statement Template
7. Traffic Impact Assessment Template
8. Public Consultation Report Template
9. Development Consent Template
10. Final Inspection Checklist Template

Reports

Reports are often prepared by a Town Planner 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. Development Application Report
2. Zoning Compliance Report
3. Environmental Impact Assessment Report
4. Land Use Analysis Report
5. Urban Design Review Report
6. Traffic Impact Study Report
7. Heritage Assessment Report
8. Infrastructure Capacity Report
9. Public Consultation Summary Report
10. Planning Permit Approval 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 Town Planner does and how they do it.

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Presentations

Town Planner 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 Project Update
2. Urban Development Proposal
3. Zoning Regulations Review
4. Community Engagement Plan
5. Environmental Impact Assessment

Legal Docs

There are several key times when a Town Planner 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. Development Application Template
2. Environmental Impact Assessment Template
3. Planning Permit Application Template
4. Heritage Impact Statement Template
5. Land Use Planning Template

Health & Safety Templates

Health & Safety templates for a Town Planner 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 Town Planner calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Planning Calendar
2. Project Timeline Calendar
3. Meeting Schedule Calendar
4. Development Permit Calendar
5. Public Consultation Calendar

Invoice Templates

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

1. Monthly Planning Fee Invoice
2. Development Application Invoice
3. Building Permit Invoice
4. Site Inspection Invoice
5. Consultation Fee Invoice

Survey Templates

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

1. Public Opinion Survey
2. Community Needs Assessment Survey
3. Land Use and Development Survey
4. Transportation and Infrastructure Survey
5. Environmental Impact Survey

Meeting Agendas

Having premade Town Planner 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 Project Review Meeting
2. Stakeholder Consultation Meeting
3. Design Review Meeting
4. Permit Application Meeting
5. Town Council Presentation Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Project Budget Template
3. Staffing Budget Template
4. Travel and Transportation Budget Template
5. Equipment and Supplies Budget Template

Dashboards

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

1. Development Applications Dashboard
2. Land Use and Zoning Dashboard
3. Infrastructure Projects Dashboard
4. Population and Demographics Dashboard
5. Environmental Impact Dashboard

Proposal Templates

For bidding or requesting work, a Town Planner 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. Development Proposal for Residential Complex
2. Zoning Proposal for Commercial District
3. Environmental Impact Assessment Proposal for Industrial Project
4. Heritage Conservation Proposal for Historical Site
5. Transportation Infrastructure Proposal for Urban Expansion

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 Town Planner 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.