Master Template Catalog

System: 06 Administration
Location: SharePoint > "Templates" Document Library
Access: All Staff (Read Only) - Download a copy to use.

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1. Governance

• Do NOT edit the originals. Always "Save a Copy" or "Download" to your working folder.
• Updates: Only the Ops Manager can update the Master Templates.
• Naming: All templates use the prefix TMPL-[System]-[Name].

2. Sales & Marketing (02 & 03)

Template Name	Format	SharePoint Path	Use Case
TMPL-03-Course-Proposal	Word (.docx)	/Sales/Proposals/	Standard SOW for B2B clients.
TMPL-03-Sales-Deck	PowerPoint (.pptx)	/Sales/Presentations/	Intro sales pitch deck.
TMPL-02-Case-Study	Word (.docx)	/Marketing/Assets/	Customer success story layout.

3. Fulfillment & Content (04 & 05)

Template Name	Format	SharePoint Path	Use Case
TMPL-05-Course-Outline	Word (.docx)	/Content/Planning/	Curriculum design document.
TMPL-05-Video-Script	Word (.docx)	/Content/Scripts/	Teleprompter script format.
TMPL-05-Slide-Deck-Master	PowerPoint (.pptx)	/Content/Assets/	Branded course slide master.
TMPL-04-Kickoff-Agenda	OneNote / Loop	/Fulfillment/Project_Mgmt/	Client onboarding meeting structure.

4. Administration & Management (01 & 06)

Template Name	Format	SharePoint Path	Use Case
TMPL-01-Scorecard	Excel (.xlsx)	/Management/KPIs/	Weekly KPIKPI A measurable value that demonstrates how effectively a company is achieving key business objectives. tracking.
TMPL-01-Meeting-Minutes	Loop Component	[Copy from Loop Library]	Standard meeting notes.
TMPL-06-Incident-Report	Word (.docx)	/Admin/Security/	Reporting data breaches or outages.
TMPL-08-Role-Profile	Word (.docx)	/People/Hiring/	Job description and role card.

5. How to Use "Office Templates"

For frequently used Word/Excel files, we deploy them as Organizational Assets in Microsoft 365.

1. Open Word/Excel/PowerPoint.
2. Go to New > The Tech Deputies (Tab).
3. Select the desired template.
4. This automatically creates a new document based on the template (preventing overwrite errors).