Water Broker/Trader Templates

There is a huge number of templates that someone in the Water Broker/Trader 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 Water Broker/Trader. 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 Water Trading Report
2. Water Market Analysis Spreadsheet
3. Client Water Trading Agreement
4. Water Trading Proposal Template
5. Water Trading Risk Assessment
6. Water Trading Contract Template
7. Water Trading Transaction Log
8. Water Trading Price Forecast Spreadsheet
9. Water Trading Compliance Checklist
10. Water Trading Market Research Report

Reports

Reports are often prepared by a Water Broker/Trader 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 Water Supply Report
2. Water Demand Forecast
3. Water Pricing Analysis
4. Water Market Trends Report
5. Water Allocation Summary
6. Water Trading Activity Report
7. Water Rights Ownership Report
8. Water Quality Assessment
9. Water Infrastructure Investment Report
10. Water Risk Assessment

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 Water Broker/Trader does and how they do it.

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Presentations

Water Broker/Trader 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 Market Analysis
2. Client Portfolio Review
3. Investment Opportunities
4. Risk Assessment Report
5. Market Trends and Forecast

Legal Docs

There are several key times when a Water Broker/Trader 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. Purchase Agreement Template
2. Non-Disclosure Agreement Template
3. Contract for Sale of Water Rights Template
4. Water Allocation Agreement Template
5. Water Trading License Application Template

Health & Safety Templates

Health & Safety templates for a Water Broker/Trader 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. Emergency Response Plan Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Water Broker/Trader calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Trading Calendar
2. Market Events Calendar
3. Client Meeting Calendar
4. Regulatory Compliance Calendar
5. Financial Reporting Calendar

Invoice Templates

Several types of Water Broker/Trader invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Invoice: This invoice is used to bill clients for the water brokerage services provided during the month.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred while purchasing water from suppliers.
3. Commission Invoice: This invoice is used to calculate and bill clients for the commission earned on successful water trading transactions.
4. Rental Invoice: This invoice is used to bill clients for the rental of water assets, such as storage tanks or irrigation systems.
5. Miscellaneous Invoice: This invoice is used for any other miscellaneous charges or fees that may arise during the month, such as administrative fees or late payment charges

Survey Templates

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

1. Customer Satisfaction Survey
2. Market Research Survey
3. Risk Assessment Survey
4. Investment Preference Survey
5. Regulatory Compliance Survey

Meeting Agendas

Having premade Water Broker/Trader 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 Sales Review Meeting
2. Market Analysis Meeting
3. Client Relationship Meeting
4. Team Collaboration Meeting
5. Regulatory Compliance Meeting

Budget Templates

To manage finances well, a Water Broker/Trader would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Budget Forecasting Template
3. Debt Repayment Plan
4. Savings Goal Tracker
5. Investment Portfolio Tracker

Dashboards

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

1. Financial Performance Dashboard
2. Market Analysis Dashboard
3. Client Portfolio Dashboard
4. Risk Management Dashboard
5. Regulatory Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Water Broker/Trader 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 Water Supply Proposal
2. Water Demand Forecast Proposal
3. Water Pricing Analysis Proposal
4. Water Trading Strategy Proposal
5. Water Risk Assessment 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 Water Broker/Trader 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.

Water Broker/Trader Templates