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Statement Templates

Safety Statement Template

A safety statement is a simple statement that is issued by the company on its safety procedures and stand for its projects, processes and employees.

This statement is issued to any interested party on the security or safety measures undertaken by the company to ensure the safety of its employees, customers and associated business partners or authorities.

The company is held responsible for the safety factor to be implemented correctly and appropriately in the business with a legal binding over the safety measures undertaken with regards to the work equipment, environment and duration.

A safe statement is a site-specific statement that ought to be prepared and approved by the relevant authority before work commences on project that is high risk.

A safe statement must be drawn up by the company management with the assistance of its legal department to ensure compliance to the safety guidelines of the local authorities.

A safe statement template may comprise:

* Company Name & Address

* Project/Process Description

* Project/Process Owner / Coordinator

* Location

* Start and End dates

* Personnel involved

* Tasks involved

* Resources required

* Risks and Hazards

* Safety measures and strategies

* Consequences

* Follow up Measures

* Accountability

A safe statement need not be detailed if it is a general statement of security and safety at the work place. It can be detailed as a presentation to the local safety authority or customer that appoints the company for a project.

Consider the attached sample template for your convenience.

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Statement Templates

Pro-forma Statement Template

Every business, whether big or small, has to make use of a pro-forma statement which is a crucial piece of financial document that reflects the business’ financial state. It displays the financial figures of monies flowing in and out of the business.

A pro-forma statement functions like an income statement that projects the future figures instead of the past year figures for the company. It works like a budget tool for planning the future operations of the company. These kinds of projection allow the company to adjust quickly to the changes impacting the business to lessen the adverse effect.

The pro-forma statement records all the financial information about the company to determine the net income of the company after taking into account the accrued expenses. A pro-forma statement that shows an accurate bottom line figure allows the company to make the right business decisions such as marketing strategies and promotions.

The basic information found in a pro-forma statement includes revenue, cost of sales, operating expenses, net income or loss. Each of these categories registers the details incurred for that period of accountability. Every cent in and out of the company is recorded to showcase the company’s financial performance.

The pro-forma statement template may contain:

* Company Name

* Company Address

* Income Statement Date

* Period ending date for various years’ comparisons / projections

* Revenue

* Cost of Sales

* Operating Expenses

* Net Income / Loss

Consider the attached sample template for your convenience.

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Statement Templates

Net Worth Statement Template

A net worth statement is a record of the bottom line worth of a company or even a person’s belongings. It basically tracks the assets and liabilities of the business or person.

Anything that is of some worth and which can increase in value can be classified under assets where anything that incurs costs or depreciation can be classified as liabilities. There will always be assets and liabilities in a business or on a person.

It is a useful exercise to draw up a net worth statement to identify the items that are of value and those that do not have value but rather incur costs. This will identify clearly some of the items in our business or life that can be cleared out and to bring in more that have value which will increase our asset list.

There is a final column of information at the bottom of the net worth statement where the net worth is computed from the assets and liabilities columns. If this were a formal document which could be generated by auditors or professional accountants, signatories are required to validate the statement.

A net worth statement template may require the following information:

* Business or person’s identification

* Date of statement

* Assets column

* Liquids

* Investment

* Personal Property

* Non-liquid investments

* Total Assets

* Liabilities column

* Current Bills

* Taxes Due

* Loans

* Mortgages

* Total Liabilities

Consider the attached sample template for your convenience.

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Statement Templates

Work Method Statement Template

Every business that undertakes a project or task that involves risks will need to consider a work method statement. This tool allows those involved in the task or project to consider all aspects of the job in identifying the risks and safety issues to ensure a smooth and successful completion of the project.

A work method statement is a risk or hazard identification and assessment document that should be undertaken by all parties involved in the project prior to the commencement of the project and during the project’s work-in-progress.

A work method statement requires every hazard to the project or task to be identified alongside its location and possible time of occurrence. It must be described in detail for easy identification with plausible solution(s) to eradicate its presence.

A work method statement template may comprise:

* Company Name & Address

* Project Description

* Project Owner / Coordinator

* Risk / Hazard identification

* Location & Timeframe identification

* Personnel involved

* Impact & Consequences

* Solutions to Risks and Hazards

* Meetings

* Updates of situation

A work method statement is a very detailed piece of document to ensure complete coverage for safety on any project and the elimination of risks and hazards. Employees and contractors involved in the project are required to meet up regularly to check and confirm the status of the risks identified with a signature sign off to verify their diligent undertaking.

Consider the attached sample template for your convenience.

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Statement Templates

Vision Statement Template

A company is usually directed by its vision and mission statements. These are very crucial to the aims and objectives of the company for continued growth and success.

A vision statement must be carefully thought out before a company adopts it, even for a period of time only. Vision statements may change as the company develops or transforms according to the economy or industry demands.

A vision statement usually has noble objectives that are to be communicated with all its related employees and authorities. Stakeholders of the company are also interested in the vision statement of the company which they are part owners of. The vision statement needs to encompass the application goals, constraints, and critical risks involved which must be communicated to all stakeholders and employees.

A vision statement template may have the following information:

* Company Name & Logo

* Vision Statement Objectives

* Application overview

* Identification of Stakeholders

* Business Goals

* Cost

* Market

* Timing

* Operational Goals

* Quality Goals

* Auditability

* Configurability

* Correctness

* Efficiency

* Extendibility

* Interoperability

* Manageability

* Performance

* Sustainability

* Usability

* Constraints

* Business Rules

* Legal Regulations

* Technology

* Risk management

* Open issues

A vision statement may have context diagrams to display the company objectives in diagrammatic form. The vision statement objectives are stated clearly with the intended audience to participate like management, requirements, architecture, development and independent test teams.

Consider the attached sample template for your convenience.

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Statement Templates

Statement Template

Every company will have transactions performed with another company regularly; hence, there will be a record of those transactions. These transactions will then be compiled in the form of a statement to be submitted to the customer to confirm the transactions.

For example, a credit card company will issue a statement every month to inform its customers of the purchasing transactions done for that month. This statement is to allow the customer to note and confirm the transactions performed before committing to payment for those transactions.

It is a common practice for a statement to be issued regularly by the supplier to the customer to track the transactions made. Nowadays, an electronic copy is available for the customer’s convenience. This helps to reduce the amount of paper needed to print the statement.

With a statement, the customer can proceed with payment for the transactions performed.

A statement template may have the following information:

* Company Name & Logo

* Company Address & Contact

* Customer’s Name & Address

* Customer’s Contact Information

* Statement Number

* Statement Date

* Item

* Transaction details

* Payment

* Balance

* Total

The statement may also include credit terms in various columns depending on payment agreement such as “Current Amount Due”, “30 days”, “60 days” or “90 days.” There may be Payment Slip column to note the payment made by the customer with the relevant information and authorization. The statement may also have reminders.

Consider the attached sample template for your convenience.

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Statement Templates

Safe Work Method Statement Template

Every project that is undertaken in any work environment should emphasize on safety first. Hence, a safe work method statement should be utilized to ensure that the proper safety measures are adopted for any project.

A safe work method statement is a site-specific statement that ought to be prepared and approved by the relevant authority before work commences on project that is high risk.

A safe work method statement must be drawn up by the project owner or coordinator who is well versed with the whole project from start to finish as well as the environment and resources that may impede its success.

A safe work method statement template may comprise:

* Company Name & Address

* Project Description

* Project Owner / Coordinator

* Location of Job

* Start and End dates of project

* Personnel involved

* Tasks involved

* Expected timeframe of completion

* Start and end dates

* Preparation prior to task commencement

* Personnel involved

* Skills and experience of personnel

* Strategies & operational methods

* Risks and Hazards

* Overcoming risks & hazards

* Control measures

* Consequences

* Impact

* Clean up

* Methods

* Effectiveness

* Personnel involved

* Consequence

* Objective

* Duration required

* Meetings

* Minutes prior to project commencement

* Minutes during project in progress

* Minutes after project completion

A safe work method statement is a very detailed piece of document to ensure complete coverage for safety on any project.

Consider the attached sample template for your convenience.

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Statement Templates

Scope Statement Template

Thriving businesses will take on a lot of projects which translate into profit. To do so, the company must have the necessary skills and experience while understanding the task on hand.

It is necessary to identify the scope and the objective of the project before the commencement of the project. A scope statement should be identified by the project owner or coordinator to give a clear view of the project requirements.

A lot of groundwork and preparations must be done to determine the feasibility of the project. The project scope may be changed several times before the final version is acceptable and approved. Risks and challenges, shortcomings and cost are some important factors of consideration of the project to ensure its success.

A scope statement template may take on several pieces of important items such as:

* Project name

* Description of project

* Project Owner

* Project Leader / Manager

* Date of Project

* Purpose / Objective

* Scope version

* Approved by & Date

* Changes & Reasons

* Project Cost

* Project justification, deliverables

* Project risks, limitations & assumptions

* Project Priority

* Overall Comments

If the project is large, it can be broken down into small sub-tasks where each sub-task will require an individual scope statement, especially if the sub-tasks are not totally related. Else, there should be a good link between the sub-tasks and overall project.

Once approved, the project owner/manager must be responsible for the whole project.

Consider the attached sample template for your convenience.

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