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Forms & Templates: Office Administration

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Saving the time it takes to “invent” appropriate documentation can enhance production and profitability.  With that focus in mind, the Office Administration Forms and Templates provides resources appropriate for general office administration which will serve users in a one-person design firm as well as administrators in medium and large firms.

All of the published sample documents are intended as supportive tools. For the best and most effective use of each document, it is recommended that new forms and policies be reviewed by your legal counsel for compliance with federal and state laws and regulations and modified to suit your organization’s culture, industry, and practices.


Index of Forms


Name of Form



Sample meeting agenda

Company Emergency Plan

Provides outline for components to be included in Company Emergency Plan

Fax Transmittal

Sample format used to document the transmittal of information or documents via facsimile.


Sample memo form to document corporate or project activities, share or release information, or make inquiries.

Minutes of Meeting – Conference Notes

Sample meeting/conference notes form

Sign In/Sign Out Sheet – Visitor Log

Sample format to help ease the tracking of personnel and visitors.

Telephone Conversation Report

Sample format for documenting a conversation for inclusion in a permanent file, either administrative or project-related.


Sample format used to document the transmittal of corporate and project-related documents and information.

Travel Itinerary Form

Sample document to provide travel information for traveler.

Travel Profile Form

Sample form to specify the preferences of traveler.

Travel Request Form

Sample form for use by employee to request travel.

Vehicle Daily Trip Record – Description of Form and Form

Sample document to track daily use of company fleet vehicles, in both corporate and project settings.

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