Ombudsman Templates

Looking for Ombudsman Templates to download? See the main templates that a Ombudsman would use in their day-to-day work.

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Ombudsman Templates

There is a huge number of templates that someone in the Ombudsman 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 Ombudsman. 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 Case Report
2. Complaint Intake Form
3. Investigation Summary
4. Meeting Minutes
5. Case Closure Letter
6. Quarterly Performance Report
7. Training Evaluation Form
8. Annual Budget Proposal
9. Stakeholder Feedback Survey
10. Policy and Procedure Manual Update


Reports are often prepared by a Ombudsman 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. Case Resolution Report
2. Complaint Analysis Report
3. Stakeholder Feedback Report
4. Trend Analysis Report
5. Compliance Audit Report
6. Performance Metrics Report
7. Annual Report
8. Case Load Report
9. Mediation Outcome Report
10. Policy Review Report


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

1. Complaint Handling SOP
2. Investigation SOP
3. Mediation SOP
4. Case Management SOP
5. Conflict Resolution SOP
6. Data Analysis SOP
7. Reporting SOP
8. Stakeholder Communication SOP
9. Policy Development SOP
10. Training and Development SOP


Ombudsman 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 Case Summary
2. Legal Updates and Regulations
3. Stakeholder Engagement Report
4. Annual Ombudsman Report
5. Training and Development Workshop

Legal Docs

There are several key times when a Ombudsman 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. Complaint Form Template
2. Investigation Report Template
3. Resolution Agreement Template
4. Case Summary Template
5. Annual Report Template

Health & Safety Templates

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

1. Incident Report Form
2. Workplace Inspection Checklist
3. Emergency Response Plan Template
4. Hazard Identification Checklist
5. Personal Protective Equipment (PPE) Assessment Form


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

1. Meeting Calendar
2. Court Calendar
3. Deadlines Calendar
4. Case Review Calendar
5. Training Calendar

Invoice Templates

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

1. Client Retainer Invoice
2. Hourly Billing Invoice
3. Expense Reimbursement Invoice
4. Flat Fee Invoice
5. Monthly Statement Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Case Resolution Survey
3. Legal Services Feedback Survey
4. Ombudsman Performance Evaluation Survey
5. Stakeholder Engagement Survey

Meeting Agendas

Having premade Ombudsman 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 Stakeholder Meeting
2. Case Review Meeting
3. Training and Development Meeting
4. Team Collaboration Meeting
5. Policy and Procedure Review Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Client Billing Budget Template
4. Office Supplies Budget Template
5. Professional Development Budget Template


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

1. Case Resolution Dashboard
2. Client Satisfaction Dashboard
3. Complaint Trends Dashboard
4. Legal Compliance Dashboard
5. Stakeholder Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Ombudsman 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 Legal Policy Proposal
2. Client Dispute Resolution Proposal
3. Legislative Reform Proposal
4. Ethics and Compliance Training Proposal
5. Pro Bono Legal Services 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 Ombudsman 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.

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