250 free essential work templates

Here’s a comprehensive list of 250 essential work templates. All for free from the good folks at Mircosoft Office .

Categories include Administrative, Architecture, Education, Finance, Healthcare, General Work, Human Resources, Legal, Marketing, Operations, Real Estate, Sales, and Travel & Tourism. They are sorted by popularity.

You can download the template of your choice by clicking on the blue, highlighted links.

Administration (26 templates)

Attendance tracking template

Employee orientation presentation

Equipment inventory list

Supplier list (8 1/2 x 14, landscape)

Supply requisition form

Letterhead and matching envelope (Blue design, 4 1/8 x 9 1/2)

Inventory list

Meeting notes (blue mist)

Employee confidentiality agreement

Asset tracking form

Weekly appointment sheet (1-pg.)

Meeting agenda

Informal meeting agenda

Employee information form

Price quote on services to new customer

Inventory management database

New employee orientation checklist

Meeting minutes

Acknowledgment of order

Presentation (Level theme)

Cubicle layout (U.S. units)

Follow-up to customer

Data back-up CD
case inserts

Data back-up CD face labels

Adjustable Meeting Agenda template

Architecture (7)

Customer management list

Billing statement

Service request

Project bid

Statement of work

Kitchen remodel cost calculator

Commercial construction project plan

Consulting (16)

Project overview presentation

Marketing plan presentation

Timeline (U.S. units)

Competitive analysis using SWOT

Statement of work

Project plan

Partner solution value proposition


Consultant employment agreement

Request for proposal process tracker

Sales practice guide proposal

Project management plan

Cross-functional flowchart (landscape, U.S. units)

Project resource plan

Scope statement

Marketing budget plan

Education (23)

Office layout (US units)

Seating Chart

Project-based learning rubric

Parent Bill of Rights presentation

Test template

Invitation to open house

K-3 class rules

Welcome back to school presentation

Classroom newsletter (2-col., 2-pp.)

Electronic gradebook template (middle and high school)

Student peer assessment

Welcome to students and parents

Electronic gradebook template (elementary school)

Classroom expectations

Substitute teacher instructions

Student presentation

Lesson planner

Substitute feedback form

Conference record

Good news report


Reading list

Project-based learning example exercise

Finance (10)

Budget summary report

New prospect summary

Net Present Value Calculator

Employee or independent contractor checklist

5-year financial plan – manufacturing

Five year plan (service industry)

Personal net worth calculator

Customer profitability analysis

Plan versus actual variance report — financial services

Balanced scorecard

General Work (32)

1 on 1 meeting notes

Busy/available door sign

Organization chart

Paper versus electronic organizer quiz


Weekly time sheet by client and project

Brainstorming diagram (U.S. units)

Non-compete covenant

Goal planning form

Business event schedule

Standard “Work for Hire” contract

To do list with time tracking

Weekly team meeting

Biographical notes on speaker

Informal meeting minutes

Employment agency agreement

Absence request form

Company meeting presentation

Create your own work/life vision

Datasheet (closeup)

Performance interview planning checklist

Informal meeting agenda

Flexible work arrangement proposal form

Formal meeting agenda

Meeting sign-in sheet

Healthcare (32)

Charge-capture assessment process flow

Current charge-capture process flow

Doctors presentation planning process

Message processing assessment

Message processing documentation

Medical office flowsheet processes assessment

Medical office flowsheet processes documentation

Health history questionnaire with free-form list

Training budget

Training needs assessment

Inpatient encounter form

Medical poster

Medical poster with graphics

Doctors presentation sample with media

File folder labels for nurses

Index maker dividers for training manual

Nursing data worksheet

Medical office charge-capture assessment form

Nursing scheduling spreadsheet

Nursing scheduling assessment

Optimized nursing scheduling process

Outpatient encounter form

Health history questionnaire

Message processing flowchart

Patient treatment form

Patient yearly physical form

Message issue tracking form

Medical office processes flowchart

Health history questionnaire

Medical office registration form (online)

Yearly physical form

Appointment cards

Human Resources (10)

Automated resume and application processing (ARAP) savings calculator

Recruiting ROI checklist

Performance interview planning checklist

Seminar invitation

Employee of the year award

Headcount and payroll planning

Job description

Training rollout initiative and plan

Training budget

Training needs assessment

Legal (10)

Team diary

Advanced timeline for presentation in court

Employment manual outline

Law firm project plan

Law firm project tracker

Intellectual property analysis

Criminal evidence diagram

Discovery information form

Billable hours tracking form

Crime scenes with shapes

Marketing (10)

Market research information questionnaire

Channel strategy, selection, and management plan

Channel marketing budget

Marketing budget plan

Marketing tactical plan

Project communication plan

Communications planning guide

Direct mail marketing campaign plan

Research facilities checklist

Web site creation strategy

Operations (10)

Milestone summary report

Project overview statement

Project status report

Project roles and responsibilities matrix

Project time performance tracking

Project performance report

Forecasting report

Project scorecard

Project team communication plan

Project report

Real Estate (8)

E-mail checklist

Real estate brochure

Real estate client update

Real estate client tracking report

Real estate client introduction letter

Real estate client communication plan

Just listed postcard (Simple Divider, 1/4 page letter)

Real estate newsletter with articles (Elegant, 2-pp., mailer)

Sales (34)

Negotiation planning checklist

Customer management list

Account briefing package

Contact management database

Customer qualification summary

Sales account adjustment forecast

Sales opportunity review worksheet

Bid/no bid assessment and checklist

Pipeline management: Solution sales worksheet

No bid proposal strategy

Pipeline management: Product sales worksheet

Sales proposal response table

Detailed sales pipeline management

Pipeline management: Strategic sales worksheet

Salespeople PivotTable report

12 month sales forecast

Pipeline management: Streamlined worksheet

Bidder comparison worksheet and process

Customer executive sponsorship profile

Pipeline management: Tactical sales worksheet

Expense report

Expense report (domestic)

Sales practice guide proposal

Sales team member evaluation

Yearly sales plan presentation 2

Yearly sales plan presentation 1

Streamlined sales forecast

Bid/no bid decision process flow

Strategic account business plan

Risk assessment questionnaire

Prospect issues and hot buttons

Customer issues checklist

Sales letter toolbar

Channel sales forecast

Travel & Tourism (9)

Travel itinerary presentation

New travel client preference form

Travel profile

Business trip budget

Business trip itinerary

Travel request form

Travel itinerary

Business travel plan

E-mail newsletter (Stripes design)



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