Economic Analyst Templates

Economic Analyst Templates

There is a huge number of templates that someone in the Economic Analyst role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Economic Analyst. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Economic Report
2. Financial Statement Analysis
3. Market Research Survey
4. Budget Planning Spreadsheet
5. Investment Portfolio Tracker
6. Cost-Benefit Analysis Template
7. Economic Forecasting Model
8. Risk Assessment Matrix
9. Competitive Analysis Report
10. Financial Performance Dashboard

Reports

Reports are often prepared by a Economic Analyst to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Economic Outlook Report
2. Industry Performance Report
3. Market Trends Analysis Report
4. Financial Statement Analysis Report
5. Consumer Spending Report
6. Inflation Rate Report
7. Employment and Unemployment Report
8. Interest Rate Analysis Report
9. Stock Market Performance Report
10. International Trade Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Economic Analyst does and how they do it.

1. Financial Data Analysis SOP
2. Market Research SOP
3. Economic Forecasting SOP
4. Investment Analysis SOP
5. Risk Assessment SOP
6. Budgeting and Planning SOP
7. Financial Modeling SOP
8. Cost Analysis SOP
9. Performance Evaluation SOP
10. Report Writing SOP

Presentations

Economic Analyst presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Economic Outlook
2. Industry Performance Analysis
3. Market Trends and Forecast
4. Investment Opportunities Assessment
5. Financial Risk Assessment

Legal Docs

There are several key times when a Economic Analyst needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Confidentiality Agreement Template
4. Financial Statement Template
5. Data Sharing Agreement Template

Health & Safety Templates

Health & Safety templates for a Economic Analyst ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template

Calendars

Setting up Economic Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Economic Data Calendar
2. Financial Events Calendar
3. Market Holidays Calendar
4. Economic Indicators Release Calendar
5. Corporate Earnings Calendar

Invoice Templates

Several types of Economic Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Financial Analysis Report
2. Client Billing Invoice
3. Expense Reimbursement Invoice
4. Vendor Payment Invoice
5. Project Consulting Fee Invoice

Survey Templates

For a Economic Analyst to get insights related to the work they do, they need to send out Economic Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Market Research Survey
3. Investment Preferences Survey
4. Economic Outlook Survey
5. Financial Risk Assessment Survey

Meeting Agendas

Having premade Economic Analyst meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Economic Outlook Meeting
2. Financial Performance Review Meeting
3. Market Research and Analysis Meeting
4. Budget Planning and Forecasting Meeting
5. Stakeholder Engagement and Communication Meeting

Budget Templates

To manage finances well, a Economic Analyst would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Budget Variance Analysis Report
3. Cash Flow Projection Template
4. Departmental Budget Allocation Worksheet
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Economic Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Market Trends Dashboard
3. Investment Portfolio Dashboard
4. Risk Assessment Dashboard
5. Economic Outlook Dashboard

Proposal Templates

For bidding or requesting work, a Economic Analyst needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Investment Analysis Proposal
2. Market Research Proposal
3. Financial Forecasting Proposal
4. Risk Management Proposal
5. Cost-Benefit Analysis Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Economic Analyst templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.