Winemaker Templates

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

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Winemaker Templates

There is a huge number of templates that someone in the Winemaker 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 Winemaker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Production Schedule
2. Grape Harvest Report
3. Fermentation Log
4. Cellar Inventory
5. Bottling Plan
6. Wine Tasting Notes
7. Sales Report
8. Cost Analysis
9. Quality Control Checklist
10. Vineyard Maintenance Log


Reports are often prepared by a Winemaker 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. Production Report
2. Sales Report
3. Inventory Report
4. Quality Control Report
5. Cost Analysis Report
6. Grape Harvest Report
7. Wine Aging Report
8. Bottling Report
9. Marketing Report
10. Financial Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Winemaker does and how they do it.

1. Grape Harvesting SOP
2. Fermentation Process SOP
3. Barrel Aging SOP
4. Bottling and Labeling SOP
5. Quality Control SOP
6. Sanitation and Cleaning SOP
7. Vineyard Maintenance SOP
8. Wine Blending SOP
9. Tasting Room Operations SOP
10. Inventory Management SOP


Winemaker 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 Sales Report
2. Wine Tasting Event Promotion
3. Harvest Season Update
4. Winemaking Process Overview
5. Vineyard Tour Presentation

Legal Docs

There are several key times when a Winemaker 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. Employment Contract Template
3. Non-Disclosure Agreement Template
4. Distribution Agreement Template
5. Trademark License Agreement Template

Health & Safety Templates

Health & Safety templates for a Winemaker ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Hazard Identification Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template


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

1. Harvest Calendar
2. Fermentation Schedule
3. Bottling Calendar
4. Tasting Events Calendar
5. Sales and Distribution Calendar

Invoice Templates

Several types of Winemaker 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 customers for the wine they have purchased from the winery. It includes details such as the quantity of wine, price per bottle, and total amount due.

2. Purchase Invoice: This invoice is used to record the purchases made by the winery, such as grape juice, barrels, and other supplies. It includes details such as the supplier name, item description, quantity, and price.

3. Shipping Invoice: This invoice is used to bill customers for the shipping costs associated with their wine orders. It includes details such as the shipping address, shipping method, and total shipping cost.

4. Production Invoice: This invoice is used to track the costs associated with producing the wine, such as labor, equipment, and utilities. It includes details such as the date of production, production costs, and total production cost.

5. Tax Invoice: This invoice is used to bill customers for any applicable taxes, such as sales tax or excise tax

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Quality Survey
3. Market Research Survey
4. Brand Perception Survey
5. Wine Tasting Experience Survey

Meeting Agendas

Having premade Winemaker 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. Production Meeting
2. Sales and Marketing Meeting
3. Quality Control Meeting
4. Harvest Planning Meeting
5. Winemaking Techniques Meeting

Budget Templates

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

1. Sales Budget Template
2. Production Budget Template
3. Raw Material Budget Template
4. Labor Budget Template
5. Overhead Budget Template


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

1. Sales Performance Dashboard
2. Production Efficiency Dashboard
3. Inventory Management Dashboard
4. Quality Control Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Winemaker 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 Wine Production Proposal
2. Vineyard Expansion Proposal
3. Wine Tasting Event Proposal
4. Marketing and Sales Strategy Proposal
5. Equipment Upgrade 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 Winemaker 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.

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