Economic Forecaster Templates

There is a huge number of templates that someone in the Economic Forecaster 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 Forecaster. 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 Outlook Report
2. GDP Forecast Spreadsheet
3. Inflation Analysis Document
4. Unemployment Rate Projection Spreadsheet
5. Interest Rate Forecast Report
6. Stock Market Performance Analysis Spreadsheet
7. Consumer Spending Projection Document
8. Trade Balance Analysis Spreadsheet
9. Industry-specific Economic Forecast Report
10. Economic Risk Assessment Document

Reports

Reports are often prepared by a Economic Forecaster 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. Economic Outlook Report
2. GDP Growth Report
3. Inflation Rate Report
4. Unemployment Rate Report
5. Consumer Spending Report
6. Stock Market Performance Report
7. Interest Rate Report
8. Housing Market Report
9. Trade Balance Report
10. Business Confidence 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 Forecaster does and how they do it.

1. Economic Data Collection and Analysis SOP
2. Market Research and Trend Analysis SOP
3. Forecasting Methodology and Model Development SOP
4. Data Visualization and Reporting SOP
5. Risk Assessment and Mitigation SOP
6. Economic Indicator Monitoring and Reporting SOP
7. Scenario Analysis and Sensitivity Testing SOP
8. Economic Outlook and Projection SOP
9. Client Communication and Presentation SOP
10. Team Collaboration and Coordination SOP

Presentations

Economic Forecaster 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. Economic Overview
2. Market Analysis
3. Sector Performance
4. Forecasting Models
5. Risk Assessment

Legal Docs

There are several key times when a Economic Forecaster 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. Economic Forecast Report Template
2. Financial Analysis Template
3. Risk Assessment Template
4. Budget Projection Template
5. Market Research Template

Health & Safety Templates

Health & Safety templates for a Economic Forecaster 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 Forecaster calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Economic Data Release Calendar
2. Market Events Calendar
3. Financial Reporting Calendar
4. Economic Indicator Calendar
5. Economic Forecasting Calendar

Invoice Templates

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

1. Monthly Economic Forecast Report Invoice
2. Client Consultation Invoice
3. Data Analysis and Research Invoice
4. Presentation and Report Preparation Invoice
5. Training and Workshop Invoice

Survey Templates

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

1. Economic Confidence Survey
2. Consumer Spending Survey
3. Business Investment Survey
4. Employment Outlook Survey
5. Interest Rate Expectations Survey

Meeting Agendas

Having premade Economic Forecaster 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. Industry Analysis Meeting
3. Financial Market Trends Meeting
4. Budget Planning Meeting
5. Economic Forecast Review Meeting

Budget Templates

To manage finances well, a Economic Forecaster 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. Savings and Investment Plan
5. Departmental Budget Allocation Template

Dashboards

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

1. Economic Indicators Dashboard
2. Market Performance Dashboard
3. Financial Risk Assessment Dashboard
4. Sector Analysis Dashboard
5. Economic Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a Economic Forecaster 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. Monthly Economic Outlook Proposal
2. Market Analysis and Forecast Proposal
3. Investment Strategy Proposal
4. Risk Assessment and Mitigation Proposal
5. Financial Performance Evaluation 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 Forecaster 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.

Economic Forecaster Templates