Trade Union Secretary Templates

Trade Union Secretary Templates

There is a huge number of templates that someone in the Trade Union Secretary 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 Secretary. 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 Meeting Agenda
2. Meeting Minutes
3. Membership Database
4. Financial Report
5. Grievance Form
6. Collective Bargaining Agreement Template
7. Newsletter Template
8. Training Schedule
9. Membership Application Form
10. Annual Budget Template

Reports

Reports are often prepared by a Trade Union Secretary 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 Report
2. Financial Report
3. Grievance Report
4. Attendance Report
5. Training Report
6. Negotiation Report
7. Health and Safety Report
8. Election Report
9. Communication Report
10. Compliance 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 Secretary does and how they do it.

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Presentations

Trade Union Secretary 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
2. Membership Update
3. Grievance Resolution Summary
4. Training and Development Overview
5. Annual General Meeting Presentation

Legal Docs

There are several key times when a Trade Union Secretary 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. Employment Contract Template
2. Grievance Form Template
3. Collective Bargaining Agreement Template
4. Disciplinary Action Form Template
5. Membership Application Template

Health & Safety Templates

Health & Safety templates for a Trade Union Secretary 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 Meeting Minutes Template
4. Workplace Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Monthly Meeting Calendar
2. Negotiation Schedule Calendar
3. Training and Development Calendar
4. Membership Recruitment Calendar
5. Grievance and Dispute Resolution Calendar

Invoice Templates

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

1. Monthly Membership Dues Invoice
2. Event Registration Invoice
3. Training Program Invoice
4. Donations Invoice
5. Advertising and Sponsorship Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Workplace Safety Survey
3. Training Needs Assessment Survey
4. Union Membership Survey
5. Grievance and Conflict Resolution Survey

Meeting Agendas

Having premade Trade Union Secretary 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. General Membership Meeting
3. Negotiation Team Meeting
4. Grievance Committee Meeting
5. Training and Development Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Budget Planner for Office Supplies
3. Travel and Transportation Budget Template
4. Event and Meeting Budget Tracker
5. Membership and Subscription Budget Template

Dashboards

Dashboards are a useful way for a Trade Union Secretary 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. Communication and Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Trade Union Secretary 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. Employee Benefits Proposal
3. Workplace Safety Proposal
4. Training and Development Proposal
5. Grievance Handling 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 Secretary 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.