Templates For Documents That Clients May Request

As VAs we get asked to create documents such as meeting agendas, travel requests, expense claim forms etc.  On this page are some templates VAs have used for their clients.  Below are links to the documents, the actual documents are contained in the Google Drive of the sophie@strictlysavvy.co.nz Chrome bar https://drive.google.com/drive/folders/1DQ5ypygSG9Psgf3vxreNMptCW6k7CQv1 

These are guidelines, you can download them and change to suit what your client wants/needs. 

When you click on a link, you will be taken to the form, but you can only view the document.  If you want to use it, go to File>Download and choose the format you want to download it as. 

Travel Request Form

https://docs.google.com/document/d/1xbp9VDj3eSCP2Vt0qradCW9XLsyS4Kwc/edit 

Expense Claim Form

https://docs.google.com/spreadsheets/d/1wqkhRFHbXuymOSFswxao0r3lswhjelAg/edit#gid=1112181447 

Timesheets

https://drive.google.com/drive/folders/1DQ5ypygSG9Psgf3vxreNMptCW6k7CQv1  

This link will take you to the Google Drive folder where the templates are held, the document itself is a fillable PDF

https://docs.google.com/document/d/1Za4LuOPb-tlWEs1WOrIhsb2eBUf4mAe4/edit 

This link is a word version of the same Timesheet 

Itinerary 

https://docs.google.com/document/d/16twvQIWivtoI-16R018VJedTkdNwu2cY/edit 

Travel Itinerary

https://docs.google.com/document/d/1-E_U33Dw4Te74P2ZRkXiys5TUaHSbNQR/edit 

Meeting Agenda 1

https://docs.google.com/document/d/1Xn32iCpRtfmJqwbTI3v4xE0MfzOiQ7CS/edit 

Meeting Action Points 

https://docs.google.com/document/d/1TDgyCIY87_4sSFB2aAFZROwtykgWe_mc/edit  

Meeting Minutes

docs.google.com/document/d/1xzQbDKVlJNTlAP7Y0x9CuT1ZG1yG5oBA/edit 

Meeting Agenda 2

https://docs.google.com/document/d/1mL2_5MEjmo5IMLMSVpS2NaGYSUcz-F8k/edit

Induction Manual Base Example

https://docs.google.com/document/d/1K9vUxAq0bTwcBCYsYrBJ9HfADBDaiU9-/edit?usp=drive_web&ouid=100831946843785855716&rtpof=true 

When you open this document in Google Docs the font is a bit strange, but when you download it it goes back to normal 

New Employee Information/Emergency Contact Form

 https://docs.google.com/document/d/1RpzD6GQ46j3QZ9KXLbFVWZRRG_bOBn7b/edit