Vocational Adviser Templates

Vocational Adviser Templates

There is a huge number of templates that someone in the Vocational Adviser 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 Vocational Adviser. 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 Client Progress Report
2. Career Assessment Worksheet
3. Job Search Action Plan
4. Resume Template
5. Cover Letter Template
6. Interview Preparation Checklist
7. Skills Inventory Spreadsheet
8. Networking Tracker
9. Workshop Evaluation Form
10. Monthly Performance Metrics Report

Reports

Reports are often prepared by a Vocational Adviser 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. Monthly Career Assessment Report
2. Job Placement Report
3. Vocational Training Evaluation Report
4. Career Development Progress Report
5. Employment Trends Analysis Report
6. Job Market Research Report
7. Skills Assessment Report
8. Job Satisfaction Survey Report
9. Vocational Rehabilitation Progress Report
10. Career Counseling Outcome 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 Vocational Adviser does and how they do it.

1. Initial Assessment SOP
2. Career Exploration SOP
3. Resume Writing SOP
4. Interview Preparation SOP
5. Job Search Strategies SOP
6. Vocational Training Referral SOP
7. Job Placement Assistance SOP
8. Networking and Professional Development SOP
9. Follow-up and Support SOP
10. Program Evaluation SOP

Presentations

Vocational Adviser 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. Career Exploration Template
2. Job Search Strategies Template
3. Resume Writing Template
4. Interview Preparation Template
5. Skill Development Template

Legal Docs

There are several key times when a Vocational Adviser 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. Non-Disclosure Agreement Template
3. Client Consent Form Template
4. Confidentiality Agreement Template
5. Release of Liability Template

Health & Safety Templates

Health & Safety templates for a Vocational Adviser 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 Attendance Record Template

Calendars

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

1. Monthly Work Schedule Calendar
2. Client Appointment Calendar
3. Training and Workshop Calendar
4. Career Fair and Networking Event Calendar
5. Deadlines and Important Dates Calendar

Invoice Templates

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

1. Monthly Counseling Services Invoice
2. Career Assessment Invoice
3. Job Placement Services Invoice
4. Vocational Training Invoice
5. Resume Writing Services Invoice

Survey Templates

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

1. Job Satisfaction Survey
2. Career Development Survey
3. Skills Assessment Survey
4. Work-Life Balance Survey
5. Client Feedback Survey

Meeting Agendas

Having premade Vocational Adviser 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 Team Meeting
2. Individual Client Assessment Meeting
3. Career Development Workshop
4. Employer Networking Meeting
5. Professional Development Training

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Personal Budget Planner
3. Debt Repayment Plan
4. Savings Goal Tracker
5. Financial Forecast Template

Dashboards

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

1. Client Progress Dashboard
2. Job Placement Dashboard
3. Skills Assessment Dashboard
4. Career Exploration Dashboard
5. Employer Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Vocational Adviser 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. Career Development Workshop Proposal
2. Job Placement Program Proposal
3. Vocational Training Partnership Proposal
4. Skills Assessment and Development Proposal
5. Employment Counseling Services 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 Vocational Adviser 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.