Trading Standards Templates

Looking for Trading Standards Templates to download? See the main templates that a Trading Standards would use in their day-to-day work.

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Trading Standards Templates

There is a huge number of templates that someone in the Trading Standards 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 Trading Standards. 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 Compliance Report
2. Inspection Checklist
3. Complaint Investigation Form
4. Product Recall Notice
5. Warning Letter Template
6. Risk Assessment Template
7. Training Evaluation Form
8. Consumer Complaint Log
9. Market Surveillance Report
10. Regulatory Guidance Document

Reports

Reports are often prepared by a Trading Standards 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. Consumer Complaints Report
2. Product Safety Report
3. Market Surveillance Report
4. Compliance Audit Report
5. Enforcement Actions Report
6. Trade Practices Report
7. Licensing and Registration Report
8. Financial Performance Report
9. Stakeholder Engagement Report
10. Legislative 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 Trading Standards does and how they do it.

Presentations

Trading Standards 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 Compliance Report
2. Consumer Complaint Analysis
3. Industry Trends and Analysis
4. Regulatory Updates and Changes
5. Training and Education Program Overview

Legal Docs

There are several key times when a Trading Standards 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. Complaint Form Template
2. Warning Letter Template
3. Investigation Report Template
4. Legal Notice Template
5. Compliance Checklist Template

Health & Safety Templates

Health & Safety templates for a Trading Standards 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 Record Template
5. Emergency Response Plan Template

Calendars

Setting up Trading Standards calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Compliance Calendar
2. Inspection Schedule
3. Training Calendar
4. Enforcement Calendar
5. Reporting Timeline

Invoice Templates

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

1. Monthly Compliance Invoice
2. Inspection Fee Invoice
3. Licensing Renewal Invoice
4. Training and Certification Invoice
5. Penalty and Fine Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Quality Survey
3. Compliance Assessment Survey
4. Consumer Complaint Survey
5. Industry Feedback Survey

Meeting Agendas

Having premade Trading Standards 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 Compliance Review Meeting
2. Stakeholder Engagement Meeting
3. Enforcement Strategy Planning Meeting
4. Training and Development Meeting
5. Performance Evaluation Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Savings and Investment Budget Template
4. Debt Repayment Budget Template
5. Annual Budget Forecast Template

Dashboards

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

1. Compliance Dashboard
2. Enforcement Dashboard
3. Complaints Dashboard
4. Investigations Dashboard
5. Performance Dashboard

Proposal Templates

For bidding or requesting work, a Trading Standards 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. Compliance Audit Proposal
2. Consumer Protection Proposal
3. Product Safety Proposal
4. Fair Trading Proposal
5. Licensing and Registration 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 Trading Standards 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.