Operations Analyst Templates

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

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Operations Analyst Templates

There is a huge number of templates that someone in the Operations 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 Operations 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 Operations Report
2. Sales Analysis Spreadsheet
3. Inventory Management Template
4. Financial Performance Dashboard
5. Production Schedule Spreadsheet
6. Quality Control Checklist
7. Customer Satisfaction Survey Template
8. Project Management Tracker
9. Vendor Performance Evaluation Form
10. Operations Budget Template


Reports are often prepared by a Operations 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 Sales Report
2. Inventory Analysis Report
3. Production Efficiency Report
4. Customer Satisfaction Report
5. Financial Performance Report
6. Quality Control Report
7. Supply Chain Analysis Report
8. Employee Productivity Report
9. Cost Analysis Report
10. Risk Assessment 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 Operations Analyst does and how they do it.

1. Daily Operations Report
2. Inventory Management SOP
3. Quality Control SOP
4. Customer Service SOP
5. Financial Analysis SOP
6. Process Improvement SOP
7. Risk Management SOP
8. Data Analysis SOP
9. Performance Metrics SOP
10. Training and Development SOP


Operations 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 Operations Performance Review
2. Key Performance Indicators Dashboard
3. Operations Efficiency Analysis
4. Process Improvement Recommendations
5. Operations Cost Analysis

Legal Docs

There are several key times when a Operations 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. Service Level Agreement Template
4. Vendor Agreement Template
5. Data Protection Policy Template

Health & Safety Templates

Health & Safety templates for a Operations 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 Response Plan Template
5. Workplace Inspection Checklist Template


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

1. Monthly Operations Calendar
2. Production Schedule Calendar
3. Staffing and Shift Calendar
4. Project Timeline Calendar
5. Maintenance and Equipment Calendar

Invoice Templates

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

1. Sales Invoice
2. Purchase Invoice
3. Service Invoice
4. Expense Invoice
5. Credit Memo

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Engagement Survey
3. Product Feedback Survey
4. Market Research Survey
5. Process Improvement Survey

Meeting Agendas

Having premade Operations 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 Operations Review Meeting
2. Team Performance Evaluation Meeting
3. Project Status Update Meeting
4. Cross-Functional Collaboration Meeting
5. Process Improvement Brainstorming Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Revenue Forecast Budget Template
3. Capital Expenditure Budget Template
4. Departmental Budget Template
5. Variance Analysis Budget Template


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

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Customer Satisfaction Dashboard
4. Supply Chain Efficiency Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Operations 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. Monthly Operations Efficiency Proposal
2. Cost Reduction and Optimization Proposal
3. Process Improvement and Streamlining Proposal
4. Quality Control and Assurance Proposal
5. Resource Allocation and Utilization 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 Operations 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.

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