Wood Turner Templates

Wood Turner Templates

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

1. Sales Report
2. Production Schedule
3. Inventory Tracker
4. Purchase Order
5. Expense Report
6. Quality Control Checklist
7. Customer Feedback Form
8. Employee Timesheet
9. Equipment Maintenance Log
10. Monthly Financial Statement

Reports

Reports are often prepared by a Wood Turner 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 Efficiency Report
2. Inventory Analysis Report
3. Sales Performance Report
4. Quality Control Report
5. Cost Analysis Report
6. Equipment Maintenance Report
7. Employee Productivity Report
8. Customer Satisfaction Report
9. Raw Material Consumption Report
10. Profitability Analysis 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 Wood Turner does and how they do it.

1. Safety Procedures
2. Equipment Maintenance
3. Material Inventory Management
4. Quality Control
5. Production Planning
6. Tool Sharpening
7. Finishing Techniques
8. Waste Management
9. Order Fulfillment
10. Workplace Organization

Presentations

Wood Turner 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. Production Efficiency Analysis
3. Quality Control Metrics
4. Inventory Management Overview
5. New Product Development Update

Legal Docs

There are several key times when a Wood Turner 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 Agreement Template
2. Non-Disclosure Agreement Template
3. Purchase Order Template
4. Sales Agreement Template
5. Product Liability Waiver Template

Health & Safety Templates

Health & Safety templates for a Wood Turner 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. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Response Plan Template

Calendars

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

1. Production Schedule Calendar
2. Inventory Management Calendar
3. Sales and Marketing Calendar
4. Maintenance and Repair Calendar
5. Financial Planning Calendar

Invoice Templates

Several types of Wood Turner 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 sale of wood turned products.
2. Purchase Invoice: This invoice is used to record and track the purchases of raw materials and supplies needed for wood turning.
3. Expense Invoice: This invoice is used to document and track various business expenses such as utilities, rent, and equipment maintenance.
4. Commission Invoice: This invoice is used to calculate and bill any commissions earned from selling wood turned products through third-party vendors or agents.
5. Tax Invoice: This invoice is used to comply with tax regulations and report the amount of sales tax collected on wood turned products sold to customers

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Quality Survey
3. Employee Engagement Survey
4. Production Efficiency Survey
5. Market Research Survey

Meeting Agendas

Having premade Wood Turner 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 Production Review Meeting
2. Quality Control Meeting
3. Supply Chain and Inventory Meeting
4. Safety and Compliance Meeting
5. Sales and Marketing Strategy Meeting

Budget Templates

To manage finances well, a Wood Turner 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. Materials Budget Template
4. Labor Budget Template
5. Overhead Budget Template

Dashboards

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

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

Proposal Templates

For bidding or requesting work, a Wood Turner 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 Sales Proposal
2. New Product Development Proposal
3. Equipment Upgrade Proposal
4. Supplier Evaluation Proposal
5. Marketing and Advertising 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 Wood Turner 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.