Looking for Trade Union Senior Official Templates to download? See the main templates that a Trade Union Senior Official would use in their day-to-day work.
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Trade Union Senior Official Templates
Contents
Trade Union Senior Official Templates
There is a huge number of templates that someone in the Trade Union Senior 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 Senior 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 Financial Report
2. Membership Database
3. Meeting Agenda
4. Grievance Form
5. Collective Bargaining Agreement
6. Training Schedule
7. Health and Safety Inspection Checklist
8. Newsletter Template
9. Election Ballot
10. Annual Budget Proposal
Reports
Reports are often prepared by a Trade Union Senior 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 Performance Report
3. Grievance and Dispute Resolution Report
4. Collective Bargaining Report
5. Training and Development Report
6. Health and Safety Compliance Report
7. Political Advocacy Report
8. Member Engagement Report
9. Legislative and Regulatory Updates Report
10. Organizational Effectiveness 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 Senior Official does and how they do it.
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Presentations
Trade Union Senior 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 Performance Review
2. Budget Analysis and Forecasting
3. Employee Engagement and Satisfaction Survey Results
4. Negotiation and Collective Bargaining Updates
5. Industry Trends and Market Analysis
Legal Docs
There are several key times when a Trade Union Senior 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. Disciplinary Action Notice Template
4. Employment Contract Template
5. Union Membership Application Template
Health & Safety Templates
Health & Safety templates for a Trade Union Senior 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 Senior 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. Membership Engagement Calendar
5. Legislative and Policy Calendar
Invoice Templates
Several types of Trade Union Senior Official invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Membership Dues Invoice – This invoice is used to collect monthly or annual membership dues from union members.
2. Event Registration Invoice – This invoice is used to collect fees from members who register for union events, such as conferences or training sessions.
3. Grievance Processing Invoice – This invoice is used to bill employers for the union’s time and resources spent processing grievances on behalf of members.
4. Political Action Committee (PAC) Donation Invoice – This invoice is used to collect donations from members to support the union’s political action committee.
5. Legal Services Invoice – This invoice is used to bill members or employers for legal services provided by the union, such as contract negotiations or arbitration
Survey Templates
For a Trade Union Senior Official to get insights related to the work they do, they need to send out Trade Union Senior Official 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 and Development Feedback Survey
4. Performance Evaluation Survey
5. Union Membership Survey
Meeting Agendas
Having premade Trade Union Senior 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. Monthly Executive Committee Meeting
2. Monthly Staff Meeting
3. Monthly Negotiation Strategy Meeting
4. Monthly Membership Engagement Meeting
5. Monthly Financial Review Meeting
Budget Templates
To manage finances well, a Trade Union Senior Official would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Budget Forecast and Planning Template
3. Savings and Investment Tracker
4. Debt Repayment Plan Template
5. Annual Budget Summary Template
Dashboards
Dashboards are a useful way for a Trade Union Senior Official to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Membership Dashboard
2. Financial Performance Dashboard
3. Grievance and Dispute Resolution Dashboard
4. Training and Development Dashboard
5. Legislative and Policy Compliance Dashboard
Proposal Templates
For bidding or requesting work, a Trade Union Senior 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. Monthly Budget Proposal
2. Employee Benefits Proposal
3. Workplace Safety Proposal
4. Training and Development Proposal
5. Collective Bargaining Agreement Proposal
Get Your Template Made
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