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 8 of 12
Personal development plan template with goals, actions and evidence
A personal development plan has to turn a career aim into a year of specific goals, dated actions, the support needed from an employer and the evidence that will show progress. This two page plan for a junior accountant sets four goals with measures, eight dated actions, five requests for support, an evidence table and monthly and quarterly reviews with a manager.
Personal guarantee template with a cap and a notice of demand
A director asked to guarantee a lease wants to know one number: the most this can cost me. This three page deed answers it in a callout, capping the guarantor at $60,000 including interest and enforcement costs, then sets out the two steps the landlord has to take before a demand can be made at all.
Personal training agreement with session packs and a health screen
Personal training is sold in packs and argued about in cancellations, and the screening step that should come first is usually a form nobody kept. This agreement prices three pack sizes with expiry dates, requires the pre exercise screening before the first session, and says exactly when unused sessions are refunded.
Pest control service agreement with a treatment table and re-entry times
A restaurant does not buy pest control, it buys the record that proves pest control happened. This agreement puts the product and the re-entry time against every pest, keeps the safety data sheets in a site folder, and commits the technician to a seven year service history an auditor can ask for.
Photo licence agreement covering media, territory and duration
A photo licence says which images, for which uses, for how long. Everything else is detail. This one licenses twelve hotel images to the hotel that commissioned them for three years worldwide at $2,400, with a table that marks paid advertising as an extra and resale as not available at any price.
Photography contract template with deliverables you can count
A photography contract is mostly a list of numbers: hours, images, weeks, dollars and the date after which the deposit is gone. This one writes every number down, then handles the three things that go wrong with weddings, a postponement, a sick photographer and an argument over who owns the photos.
Plumbing works contract with a fixture scope table and a compliance certificate
A bathroom job goes over budget in the hour the floor comes up and somebody finds old cast iron drainage. This contract prices every fixture separately, holds a named allowance for what nobody could see, and makes the final payment wait for the compliance certificate.
Post mortem report template with a timeline, five whys and owned actions
A post mortem report has to explain what happened, what it cost, why the system allowed it, and what will stop it happening again, without blaming the person who made the change. This four page blameless review of a 107 minute booking outage gives the impact in four figures, a timed timeline, five whys down to a root cause, and six actions with owners and dates.
Price increase letter template with the old and new price side by side
A price increase letter fails when the customer has to work out what it means for them. This one page example puts every membership type in one table with the old price, the new price and the difference, then names the reader's own membership and tells them it is $4 a fortnight, or $104 over a year.
Pricing sheet
Three plans, priced per seat, where annual billing is ten months for twelve months of service on every tier. Twelve people on Growth is $6,480 a year before tax, and the sheet shows the working rather than a percentage.
Privacy policy template written to the Australian Privacy Principles
A privacy policy is a list of true statements about what a business does with information, and copying a US template produces a list of false ones. This policy is written for an Australian online store to the thirteen privacy principles, with a table of every service that receives customer data and where it is, which is the part most policies skip.
Probation confirmation letter with the confirmed terms in a table
Probation usually ends in silence, which leaves the employee guessing and the employer with no record that the period closed. This letter fixes the end date, restates five terms that now stand unchanged, names one thing the employee did well and sets the next review, all on one page.
Probation extension letter with the measures that decide the outcome
Extending probation is only fair if the employee is told why, what has to be true by the new date, and how it will be measured. This letter gives two reasons, three measures with a target and a check for each, the support that makes them reachable, and the date the decision is made.
Procurement plan template with packages, method and dates
A procurement plan has to decide, before any tender goes out, how each part of a program will be bought, why that method fits its value and the rules, when each contract is needed and who approves it. This five page plan for an $18.6 million Victorian school building program sets eight packages with value and method, a timeline, evaluation weightings, approvals and a probity file.
Product launch plan template with phases, owners and launch day
A product launch plan has to get a product from finished formula to repeat buyers on a fixed date, with every phase owned, every dollar of launch spend placed and launch day scripted hour by hour. This six page plan for a $59 skincare serum does that with four gated phases, an $84,000 channel budget, a launch day run sheet, measures with trigger points and a sustain plan.
Product recall notice template for one batch of a toy
A product recall notice has to let a parent or customer identify the exact product in seconds, understand the hazard, know what to do right now, and know what they will get back. This one page notice from a toy maker recalling 1,860 wooden trucks from batch 2608 does that, and tells them where the batch number is printed.
Proforma invoice
A container of rattan furniture quoted from Melbourne to Singapore, written so the buyer can open a letter of credit and lodge an advance customs entry before anything is loaded.
Progress report template with done, next, blocked and budget burn
A progress report has to tell the person paying, in two minutes, whether the work is on track, what happened, what happens next and what they need to decide. This two page weekly report for a website rebuild at week 6 of 12 does that with a status strip, done and next tables, one blocker with a deadline, budget against time and five dates.
Project charter template with the scope in and out on one page
A charter exists so that a project starts with a sponsor's signature on a page that says what it is and is not. This one fits a system rollout on three pages: a measurable objective, scope in and out as two lists side by side, the team with their authority, a $341,000 budget, five milestones on a timeline and the five risks worth naming on day one.
Project status report template with a RAG status
Month four of the Kingsway Street office fit out. The report opens Amber, nine days behind and 61 per cent complete, with a forecast cost of $2.41M against a $2.35M budget, and the first sentence names the cause: asbestos sheeting found behind walls during demolition. Five pages carry progress by work package, a budget table, a spend chart, five risks and three decisions the sponsor has to make.
Promissory note template
A timber company owes $45,000 to a private lender and needs one page that says so. No conditions precedent, no covenants, no security. Only the maker signs, which is what keeps a note short and what lets the holder pass it on to somebody else.
Promotion letter template with the new title, pay and start date in one table
A promotion letter has to be warm enough to read like good news and precise enough to work as a variation to the contract. This one names the new title and who reports in, puts $78,000 next to the old $66,300, fixes the start date, and lists the duties that move with the job.
Public notice template for a road closure, with the detour drawn
A public notice about works has to tell residents and drivers what is happening, exactly when, how to get around it, and who to call when something goes wrong. This one page notice from a council closing a street for three weeks to replace a stormwater pipe covers all four, with the detour drawn as four steps rather than described.
Puppy sale contract template with a health guarantee and a return term
A puppy contract has two jobs: to record what the buyer is getting on the day, and to say what happens years later when life changes. This one puts the microchip, the source number and the vaccination dates in a table, gives 72 hours for a vet to look, and commits the breeder to take the dog back at any age rather than see it advertised online.
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