Organisational Psychologist Templates

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

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Organisational Psychologist Templates

There is a huge number of templates that someone in the Organisational Psychologist 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 Organisational Psychologist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Client Assessment Template
2. Employee Satisfaction Survey Template
3. Training Needs Analysis Template
4. Performance Appraisal Template
5. Job Analysis Template
6. Organizational Culture Assessment Template
7. Leadership Development Plan Template
8. Team Building Workshop Template
9. Change Management Plan Template
10. Succession Planning Template


Reports are often prepared by a Organisational Psychologist 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. Employee Engagement Report
2. Performance Appraisal Report
3. Training Needs Assessment Report
4. Leadership Development Report
5. Job Satisfaction Survey Report
6. Organizational Climate Report
7. Talent Acquisition Report
8. Diversity and Inclusion Report
9. Workforce Planning Report
10. Succession Planning 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 Organisational Psychologist does and how they do it.

1. Employee Performance Evaluation SOP
2. Recruitment and Selection SOP
3. Training and Development SOP
4. Employee Engagement and Satisfaction SOP
5. Organizational Change Management SOP
6. Leadership Development SOP
7. Conflict Resolution and Mediation SOP
8. Workforce Planning and Succession Planning SOP
9. Diversity and Inclusion SOP
10. Employee Wellness and Mental Health SOP


Organisational Psychologist 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 Performance Review Template
2. Employee Engagement Survey Results Template
3. Leadership Development Workshop Template
4. Team Building Activities Template
5. Organizational Change Management Template

Legal Docs

There are several key times when a Organisational Psychologist 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 Contract Template
2. Confidentiality Agreement Template
3. Non-Disclosure Agreement Template
4. Consent Form Template
5. Psychological Assessment Consent Template

Health & Safety Templates

Health & Safety templates for a Organisational Psychologist 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


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

1. Monthly Planning Calendar
2. Team Meeting Calendar
3. Training and Development Calendar
4. Client Appointment Calendar
5. Research and Data Collection Calendar

Invoice Templates

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

1. Client Consultation Invoice
2. Training Workshop Invoice
3. Assessment Report Invoice
4. Employee Development Invoice
5. Research Project Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Leadership Effectiveness Survey
3. Teamwork and Collaboration Survey
4. Work-Life Balance Survey
5. Training and Development Feedback Survey

Meeting Agendas

Having premade Organisational Psychologist 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. Team Performance Review Meeting
2. Leadership Development Workshop
3. Employee Engagement Survey Feedback Session
4. Conflict Resolution and Mediation Meeting
5. Training Needs Assessment Discussion

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Project Budget Template
4. Training and Development Budget Template
5. Marketing and Advertising Budget Template


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

1. Employee Engagement Dashboard
2. Performance Management Dashboard
3. Training and Development Dashboard
4. Talent Acquisition Dashboard
5. Organizational Culture Dashboard

Proposal Templates

For bidding or requesting work, a Organisational Psychologist 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. Employee Engagement Survey Proposal
2. Leadership Development Program Proposal
3. Organizational Culture Assessment Proposal
4. Team Building Workshop Proposal
5. Performance Management System 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 Organisational Psychologist 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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