Pollster Templates

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

Need one of these templates? Request for it to be built by one of our experts.

Pollster Templates

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

1. Survey Questionnaire Template
2. Data Collection Spreadsheet Template
3. Data Analysis Template
4. Research Proposal Template
5. Research Report Template
6. Focus Group Discussion Guide Template
7. Sampling Plan Template
8. Presentation Template
9. Client Briefing Template
10. Project Timeline Template


Reports are often prepared by a Pollster 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 Public Opinion Survey Report
2. Demographic Analysis Report
3. Political Polling Report
4. Market Research Report
5. Consumer Behavior Analysis Report
6. Social Trends Report
7. Competitor Analysis Report
8. Data Quality Assurance Report
9. Survey Methodology Report
10. Monthly Performance Metrics 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 Pollster does and how they do it.

1. Survey Design SOP
2. Sampling Methodology SOP
3. Data Collection SOP
4. Data Cleaning and Validation SOP
5. Data Analysis SOP
6. Report Writing SOP
7. Quality Control SOP
8. Project Management SOP
9. Ethics and Confidentiality SOP
10. Client Communication SOP


Pollster 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 Poll Results Analysis
2. Market Research Findings
3. Consumer Behavior Trends
4. Competitive Analysis Report
5. Survey Methodology and Sampling Techniques

Legal Docs

There are several key times when a Pollster 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. Confidentiality Agreement Template
2. Survey Participant Consent Form Template
3. Data Protection Policy Template
4. Research Report Template
5. Non-Disclosure Agreement Template

Health & Safety Templates

Health & Safety templates for a Pollster 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. Personal Protective Equipment (PPE) Checklist Template


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

1. Monthly Survey Calendar
2. Data Collection Calendar
3. Analysis and Reporting Calendar
4. Client Meeting Calendar
5. Research Conference Calendar

Invoice Templates

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

1. Client Survey Invoice
2. Data Analysis Invoice
3. Focus Group Invoice
4. Market Research Invoice
5. Opinion Poll Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Market Research Survey
3. Political Opinion Survey
4. Employee Engagement Survey
5. Product Feedback Survey

Meeting Agendas

Having premade Pollster 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 Team Meeting
2. Client Progress Update Meeting
3. Research Findings Presentation Meeting
4. Strategy Planning Meeting
5. Data Analysis and Insights Meeting

Budget Templates

To manage finances well, a Pollster 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. Project Budget Template
4. Travel Expense Budget Template
5. Marketing Budget Template


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

1. Survey Response Dashboard
2. Demographic Analysis Dashboard
3. Trend Analysis Dashboard
4. Polling Results Dashboard
5. Data Visualization Dashboard

Proposal Templates

For bidding or requesting work, a Pollster 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 Opinion Poll Analysis Proposal
2. Market Research Proposal for New Product Launch
3. Public Opinion Survey Proposal for Political Campaign
4. Customer Satisfaction Survey Proposal for Retail Industry
5. Social Media Research Proposal for Brand Perception Analysis

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 Pollster 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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