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Agency Operations Templates

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29 templates

Run the studio side of the agency — timesheets, resourcing, freelancer onboarding and more.

Project Retrospective & Post-Mortem Form

Project Retrospective & Post-Mortem Form

A team retrospective and post-mortem template for reviewing a finished project — what went well, …

IT & Software Access Request Form

IT & Software Access Request Form

An IT and software access request template — request the software, systems, hardware or accounts a …

Purchase Order Request Form

Purchase Order Request Form

A purchase order request template for agencies — raise a PO against a supplier, with the items, …

Capacity & Resourcing Planning Form

Capacity & Resourcing Planning Form

A capacity and resourcing template for agency teams — map workload across the team, spot overbooking …

Performance Review & Appraisal Form

Performance Review & Appraisal Form

A performance review and appraisal template — structure a review of goals, achievements and …

Scope Change & Re-Estimate Request Form

Scope Change & Re-Estimate Request Form

A scope change and re-estimate request template — flag a change to a live job’s scope, capture …

Employee Offboarding & Exit Checklist Form

Employee Offboarding & Exit Checklist Form

An employee offboarding checklist template for agencies — cover handover, access removal and exit …

Business Travel & Accommodation Request Form

Business Travel & Accommodation Request Form

A business travel request template for agencies — what’s needed, where and when, and which client …

Freelancer Invoice & Payment Submission Form

Freelancer Invoice & Payment Submission Form

A freelancer invoice submission template for agencies — let contractors invoice for completed work …

Retainer Utilization & Hours Report Form

Retainer Utilization & Hours Report Form

A retainer utilization and hours report template — log hours worked against a client retainer by …

Client-Rechargeable Expense Claim Form

Client-Rechargeable Expense Claim Form

A client-rechargeable expense claim template — log what you spent on client work, the category, and …

Annual Leave & Holiday Request Form

Annual Leave & Holiday Request Form

An annual leave request template for agency teams — capture the leave type, dates, who’s covering …

Statement of Work (SOW) Agreement Form

Statement of Work (SOW) Agreement Form

A statement of work (SOW) template for agencies — confirm the scope, deliverables, fees and terms of …

New Supplier & Vendor Setup Form

New Supplier & Vendor Setup Form

A new supplier and vendor setup template — capture a supplier’s company, contact, payment and tax …

Studio & Edit Suite Booking Form

Studio & Edit Suite Booking Form

A studio and edit suite booking template — reserve a studio, meeting room or edit suite, with the …

Incident & Near-Miss Report Form

Incident & Near-Miss Report Form

An incident and near-miss report template — capture what happened, where, who was involved and any …

Freelancer Availability & Rate Card Form

Freelancer Availability & Rate Card Form

A freelancer availability and rate card template — let contractors share their discipline, day and …

Production Float & Petty Cash Request Form

Production Float & Petty Cash Request Form

A production float and petty cash request template — request cash for a shoot or event, with the …

Training & Development Request Form

Training & Development Request Form

A training and development request template — ask for a course, conference or certification, with …

Kit & Equipment Loan-Out Form

Kit & Equipment Loan-Out Form

A kit and equipment loan-out template — sign cameras, laptops and gear in and out for a shoot, with …

Resource & Traffic Booking Form

Resource & Traffic Booking Form

A resource and traffic booking template — book people onto a live job or pitch, with the roles, …

Overtime & TOIL Request Form

Overtime & TOIL Request Form

An overtime and TOIL request template — log extra hours worked and request time off in lieu, with …

Freelancer & Contractor Onboarding Form

Freelancer & Contractor Onboarding Form

A freelancer onboarding template for agencies — collect a contractor’s rates, availability, contact …

Client Invoice & Billing Request Form

Client Invoice & Billing Request Form

A client billing request template for agencies — tell finance which client to invoice, for which …

Weekly Timesheet & Billable Hours Form

Weekly Timesheet & Billable Hours Form

A weekly timesheet template for agencies — submit billable and non-billable hours against clients …

Project Kickoff & Job Bag Setup Form

Project Kickoff & Job Bag Setup Form

A project kickoff and job bag setup template — open a new job, capture the brief, budget and team, …

New Starter Onboarding Form

New Starter Onboarding Form

A new starter onboarding template for agencies — gather everything you need to set a new employee …

NDA / Confidentiality Agreement Form

NDA / Confidentiality Agreement Form

A non-disclosure agreement template for agencies — capture the parties, terms and a signature to get …

Job Application Form

Job Application Form

A job application template for agencies — collect a candidate’s details, CV, portfolio and …

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