Organisation Analyst Templates

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

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Organisation Analyst Templates

There is a huge number of templates that someone in the Organisation 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 Organisation 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 Sales Report
2. Financial Performance Analysis
3. Customer Satisfaction Survey
4. Project Status Update
5. Resource Allocation Plan
6. Risk Assessment Matrix
7. Stakeholder Communication Plan
8. Data Analysis Dashboard
9. Process Improvement Proposal
10. Team Performance Evaluation


Reports are often prepared by a Organisation 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. Sales Performance Report
2. Customer Acquisition Report
3. Customer Retention Report
4. Marketing Campaign Effectiveness Report
5. Website Traffic Report
6. Conversion Rate Report
7. Product Performance Report
8. Inventory Management Report
9. Financial Performance Report
10. Competitive Analysis 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 Organisation Analyst does and how they do it.

1. Data Collection SOP
2. Data Cleaning SOP
3. Data Analysis SOP
4. Reporting SOP
5. Dashboard Creation SOP
6. Data Visualization SOP
7. Quality Assurance SOP
8. Process Improvement SOP
9. Stakeholder Communication SOP
10. Project Management SOP


Organisation 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. Executive Summary Report
2. Data Analysis Presentation
3. Performance Metrics Dashboard
4. Market Trends and Insights
5. Project Progress Update

Legal Docs

There are several key times when a Organisation 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. Non-Disclosure Agreement (NDA)
2. Service Level Agreement (SLA)
3. Data Processing Agreement (DPA)
4. Master Services Agreement (MSA)
5. Confidentiality Agreement (CA)

Health & Safety Templates

Health & Safety templates for a Organisation 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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template


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

1. Monthly Project Calendar
2. Team Meeting Calendar
3. Data Analysis Calendar
4. Reporting Calendar
5. Training and Development Calendar

Invoice Templates

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

1. Monthly Sales Invoice
2. Monthly Expense Invoice
3. Monthly Payroll Invoice
4. Monthly Consulting Invoice
5. Monthly Subscription Invoice

Survey Templates

For a Organisation Analyst to get insights related to the work they do, they need to send out Organisation 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. Market Research Survey
4. Product Feedback Survey
5. Data Analysis Survey

Meeting Agendas

Having premade Organisation 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 Performance Review Meeting
2. Stakeholder Alignment Meeting
3. Data Analysis and Insights Meeting
4. Project Planning and Progress Meeting
5. Team Collaboration and Problem-solving Meeting

Budget Templates

To manage finances well, a Organisation 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. Departmental Budget Template
4. Capital Expenditure Budget Template
5. Project Budget Template


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

1. Sales Performance Dashboard
2. Financial Metrics Dashboard
3. Customer Satisfaction Dashboard
4. Marketing Campaign Dashboard
5. Operational Efficiency Dashboard

Proposal Templates

For bidding or requesting work, a Organisation 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 Data Analysis Proposal
2. Process Improvement Proposal
3. Market Research Proposal
4. Performance Evaluation Proposal
5. Cost Optimization 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 Organisation 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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