Document examples
Documents written out in full
Proposals, agreements, invoices, policies and reports, each written the way the trade writes them and laid out on real A4 pages. Nothing is summarised, so you can judge the wording before you use it.
271 examples, page 11 of 12
Subcontractor agreement template that flows the head contract down
A subcontract exists to pass the head contract's obligations down one level and move the money back up on time. This one names the scope by drawing, sets the progress claim dates against the security of payment rules, holds retention and states the insurances, so the trade knows exactly when it is paid and for what.
Sublease agreement template with the head lease consent recorded
Subletting a room goes wrong in two places: the landlord never consented, and nobody wrote down what the occupant is actually renting. This agreement fixes the consent on the first page with a date and an email, then sets out the room, the shared areas and who keeps each one in order.
Succession plan template with critical roles and readiness
A succession plan has to name the roles a business cannot lose, who could step into each and how ready they are, and what will be done to make them ready before the day comes. This five page plan for a second generation engineering firm covers five critical roles, eight candidate ratings, ten development actions, a handover timeline to 2029 and the triggers that bring it forward.
Survey results report template with response rate, question charts and comment themes
A survey results report has to show who answered, what they said question by question, what changed since last time, and what the organisation will do about it. This report on a staff engagement survey with 180 responses gives the response rate by department, ten questions in a table and three charts, coded comment themes with quotes, and five actions.
Sustainability report template with targets, progress charts and data
A sustainability report has to show readers which targets a business set, how far it has come against each, where it is behind, and what it will do next, with the data to back it. This nine page report for a furniture maker tracks eight targets, charts progress, covers timber and suppliers, repair and take back, climate, people and community, and ends with owned priorities.
SWOT analysis template with evidence for every item and an actions table
A SWOT analysis has to sort what a business controls from what it does not, prove each point, and end in decisions rather than a list. This three page SWOT for a regional bookshop puts 16 items in the four box matrix, backs every one with a figure, and turns them into six actions, each pairing an inside factor with an outside one.
Talent release agreement for a video appearance and edits
A talent release is what a production company needs before it can cut an interview into a film. This one covers a single filmed interview for a documentary about night shift work: appearance, voice and name, edited freely, no approval right, perpetual and worldwide, for $250 or a donation to a charity the contributor nominates.
Tax invoice template with GST, terms and a due date
Lantern Creative bills Meridian Property Partners $19,437 for six branding and website lines. Both ABNs are printed, the buyer’s purchase order PO-8842 is quoted, and the due date is 14 days after issue. Everything an accounts payable team checks before paying sits in one block above the table, and the bank details sit under it.
Termination letter template that shows the final pay
A termination letter is read twice, once by the employee in the meeting and once by a lawyer or a tribunal months later, and both need the same facts. This one states the reason and the process in dates, shows the final pay as a table with each component, and says what happens next, so there is nothing to ask afterwards.
Test report template with cases by area, a pass rate chart and open defects
A test report has to tell the people who decide on a release what was tested, what passed, what is still broken and whether the agreed exit criteria are met. This four page report for a payroll module release counts 378 cases by area, charts the pass rate, lists every open defect with a decision, and ends with sign off from QA and the product owner.
Thank you letter to a client after a completed project
A thank you letter that only says thank you is forgettable, and one that only asks for a review is transparent. This one page letter from a landscaper names what was actually built, gives four things to do this summer so the work survives, and only then asks for a review and offers a referral deal worth $650.
Trademark licence agreement with quality control and royalties
A trademark licence lets someone else put your mark on their goods, and the clause that keeps it worth doing is quality control. This one licenses three registered marks from a football club to an apparel maker for three years, at 8 per cent of net wholesale sales with a rising minimum, and approval of every pre production sample in ten business days.
Training evaluation report on reaction, learning and behaviour after a course
A training evaluation report has to show whether a course was worth its cost: whether people turned up and rated it, whether they learned what it taught, and whether they did anything differently afterwards. This four page report on a first aid course for 24 staff measures all three, with attendance, a reaction chart, before and after test results, a four week follow up and five recommendations.
Training plan template with needs table, calendar and cost
A training plan has to show who needs which training and why, who will deliver it, when, what it costs and how anyone will know it changed the work. This five page plan for a 46 person warehouse links a needs analysis to eight courses, a calendar built around peak season, an $18,000 cost table and an evaluation that ends at a measurable result.
Translation services agreement with word rates and turnaround bands
Translation is priced by the word and judged by the deadline, so an agreement that names neither is just a handshake. This one puts five language pairs and two rates in a table, bands the turnaround by word count, and says exactly what a certified translation is before anyone argues about whether the authority will accept it.
Tutoring agreement template with weekly sessions and progress notes
Parents pay for tutoring and then wait months to find out whether it is working. This agreement puts a written progress note every four weeks, prices the whole school year term by term, and carries the tutor's working with children check number so a parent can verify it in a minute.
UK data processing agreement template with sub-processors
A data processing agreement is what a UK controller has to have in writing before a processor touches personal data. This one covers a hosted order management platform for a UK retailer, with the processing annex, a table of five named sub-processors and their transfer safeguards, eight security measures, and a breach notice of 48 hours rather than 72.
Unit plan template with weekly sequence and assessment map
A unit plan has to show how several weeks of lessons build towards a set of outcomes, when and how each outcome is assessed, and what resources and adjustments the teaching team needs. This three page plan for a six week year 9 history unit on the Industrial Revolution does that with five outcomes, a weekly sequence, an assessment map weighted to 100%, a resource list and adjustments for four groups.
Vehicle lease agreement template with a kilometre cap
A vehicle lease agreement sets the weekly rent, the kilometres included and the state the vehicle has to come back in. This one leases a Toyota HiAce from a trades business to a plastering subcontractor for 24 months at $185 a week including GST, with 20,000 km a year.
Vehicle sale agreement template
A dual cab ute is changing hands between two people on the Central Coast for $28,500. No dealer, so no statutory warranty and no guarantee of clear title. What the buyer gets instead is five written warranties, a register certificate number, and a mechanic's report obtained before the balance moves.
Venue hire agreement template with bump in, noise and a bond
Hall hire disputes are almost always about time and noise: the hirer thought the hire started when guests arrived, and the committee thought music stopped at eleven. This agreement prices bump in, the event and bump out as three separate periods, and ties the curfew to the planning permit rather than to a preference.
Videography contract template with shoot days and a delivery table
Video work is quoted in days and judged in files, and the two rarely match up in writing. This contract sets out the crew hours for each shoot day, lists nine deliverables with a length, a format and a date, and answers the two questions clients ask last: who gets the raw footage, and can the music be used in an ad.
Volunteer agreement template that sets the role, the hours and the expenses
A volunteer agreement is not a contract, and the moment it reads like one it starts to look like a job. This two page example for a wildlife rescue names the shifts, the induction, the working with children check and the three expenses that are reimbursed, then says in one clause that there is no wage, no leave and no minimum hours.
Web design contract template with milestones and revision rounds
Website projects rarely fail on design. They stall because the content never arrives and nobody wrote down what happens next. This contract dates every milestone on both sides, deems a stage approved if the client goes quiet, and moves the launch by a day for every day the copy is late.
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