Organizational Psychologist Templates

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

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Organizational Psychologist Templates

There is a huge number of templates that someone in the Organizational 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 Organizational 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 Organizational 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 Satisfaction Survey Report
2. Performance Appraisal Report
3. Training Needs Assessment Report
4. Organizational Climate Report
5. Leadership Assessment Report
6. Job Analysis Report
7. Employee Engagement Survey Report
8. Team Effectiveness Report
9. Talent Acquisition 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 Organizational 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 Motivation SOP
5. Conflict Resolution and Mediation SOP
6. Organizational Culture Assessment SOP
7. Leadership Development SOP
8. Change Management SOP
9. Work-Life Balance and Well-being SOP
10. Succession Planning SOP


Organizational 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 Activity Template
5. Organizational Change Management Template

Legal Docs

There are several key times when a Organizational 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. Non-Disclosure Agreement Template
3. Confidentiality Agreement Template
4. Consultation Agreement Template
5. Research Consent Form Template

Health & Safety Templates

Health & Safety templates for a Organizational 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 Organizational 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. Research and Data Collection Calendar
5. Client Consultation Calendar

Invoice Templates

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

1. Monthly Consulting Services Invoice
2. Training and Development Invoice
3. Assessment and Evaluation Invoice
4. Research and Analysis Invoice
5. Workshop and Seminar Invoice

Survey Templates

For a Organizational Psychologist to get insights related to the work they do, they need to send out Organizational 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. Organizational Culture Assessment Survey
5. Training and Development Evaluation Survey

Meeting Agendas

Having premade Organizational 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 Results Meeting
4. Conflict Resolution and Mediation Session
5. Training Needs Assessment Discussion

Budget Templates

To manage finances well, a Organizational Psychologist 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. Savings and Investment Budget Template
4. Projected Income and Expense Budget Template
5. Annual Budget Template


Dashboards are a useful way for a Organizational 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 Organizational 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. Change Management Consultation 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 Organizational 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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