Trade Union Official Templates

Trade Union Official Templates

There is a huge number of templates that someone in the Trade Union Official 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 Trade Union Official. 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 Membership Report
2. Grievance Tracking Spreadsheet
3. Meeting Agenda Template
4. Collective Bargaining Agreement Template
5. Financial Report Template
6. Newsletter Template
7. Training Program Evaluation Form
8. Health and Safety Inspection Checklist
9. Membership Survey Template
10. Annual Budget Template

Reports

Reports are often prepared by a Trade Union Official 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. Membership Growth Report
2. Financial Statement Report
3. Grievance and Dispute Resolution Report
4. Collective Bargaining Report
5. Health and Safety Report
6. Training and Development Report
7. Legislative and Policy Update Report
8. Member Engagement Report
9. Organizing and Recruitment Report
10. Communication and Outreach 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 Trade Union Official does and how they do it.

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Presentations

Trade Union Official 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 Membership Report
2. Collective Bargaining Update
3. Health and Safety Presentation
4. Grievance Handling Guidelines
5. Legislative Advocacy Briefing

Legal Docs

There are several key times when a Trade Union Official 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. Collective Bargaining Agreement Template
2. Grievance Form Template
3. Union Membership Application Template
4. Disciplinary Action Notice Template
5. Workplace Health and Safety Inspection Checklist Template

Health & Safety Templates

Health & Safety templates for a Trade Union Official 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. Training Attendance Register Template
5. Health and Safety Meeting Minutes Template

Calendars

Setting up Trade Union Official calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Meeting Calendar
2. Negotiation and Bargaining Calendar
3. Training and Development Calendar
4. Campaign and Action Calendar
5. Membership and Recruitment Calendar

Invoice Templates

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

1. Membership Dues Invoice
2. Event Registration Invoice
3. Training Course Invoice
4. Donations Invoice
5. Union Shop Invoice

Survey Templates

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

1. Member Satisfaction Survey
2. Workplace Safety Survey
3. Collective Bargaining Survey
4. Training and Development Needs Survey
5. Union Communication Effectiveness Survey

Meeting Agendas

Having premade Trade Union Official 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. Executive Committee Meeting
2. Membership Meeting
3. Negotiation Strategy Meeting
4. Grievance Handling Meeting
5. Training and Development Meeting

Budget Templates

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

1. Monthly Income and Expenses Template
2. Membership Dues and Contributions Template
3. Event and Conference Budget Template
4. Advocacy and Campaign Budget Template
5. Training and Education Budget Template

Dashboards

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

1. Membership Overview Dashboard
2. Financial Performance Dashboard
3. Grievance and Dispute Resolution Dashboard
4. Training and Development Dashboard
5. Legislative and Policy Updates Dashboard

Proposal Templates

For bidding or requesting work, a Trade Union Official 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. Collective Bargaining Agreement Proposal
2. Wage Increase Proposal
3. Health and Safety Proposal
4. Work Hours and Overtime Proposal
5. Training and Development 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 Trade Union Official 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.