Social Economist Templates

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

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Social Economist Templates

There is a huge number of templates that someone in the Social Economist 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 Social Economist. 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 Economic Report
2. Economic Forecasting Spreadsheet
3. Cost-Benefit Analysis Template
4. Social Impact Assessment Document
5. Market Research Survey Template
6. Budget Planning Spreadsheet
7. Policy Analysis Document
8. Data Visualization Template
9. Economic Indicator Tracking Spreadsheet
10. Stakeholder Engagement Plan Document


Reports are often prepared by a Social Economist 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. Economic Growth Report
2. Unemployment Rate Report
3. Inflation Rate Report
4. Consumer Price Index Report
5. Gross Domestic Product Report
6. Poverty Rate Report
7. Income Inequality Report
8. Labor Force Participation Rate Report
9. Trade Balance Report
10. Government Spending 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 Social Economist does and how they do it.

1. Data Collection and Analysis SOP
2. Market Research SOP
3. Economic Forecasting SOP
4. Policy Evaluation SOP
5. Cost-Benefit Analysis SOP
6. Socioeconomic Impact Assessment SOP
7. Statistical Modeling SOP
8. Survey Design and Implementation SOP
9. Economic Indicator Monitoring SOP
10. Report Writing and Presentation SOP


Social Economist 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. Economic Trends Analysis
2. Market Research Findings
3. Policy Impact Assessment
4. Income Inequality Analysis
5. Economic Forecasting

Legal Docs

There are several key times when a Social Economist 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. Consulting Services Agreement Template
4. Research Consent Form Template
5. Data Sharing Agreement Template

Health & Safety Templates

Health & Safety templates for a Social Economist 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 Social Economist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Economic Outlook Calendar
2. Research and Analysis Calendar
3. Meeting and Conference Calendar
4. Publication and Report Release Calendar
5. Data Collection and Survey Calendar

Invoice Templates

Several types of Social Economist 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. Research and Analysis Report Invoice
3. Economic Forecasting and Modeling Invoice
4. Policy Evaluation and Impact Assessment Invoice
5. Training and Workshop Services Invoice

Survey Templates

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

1. Consumer Confidence Survey
2. Economic Outlook Survey
3. Income and Expenditure Survey
4. Labor Market Survey
5. Business Sentiment Survey

Meeting Agendas

Having premade Social Economist 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 Economic Outlook Meeting
2. Stakeholder Engagement Meeting
3. Research and Analysis Review Meeting
4. Policy Development Meeting
5. Team Collaboration and Planning Meeting

Budget Templates

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

1. Income and Expense Budget Template
2. Project Budget Template
3. Departmental Budget Template
4. Travel and Conference Budget Template
5. Research and Development Budget Template


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

1. Economic Indicators Dashboard
2. Labor Market Dashboard
3. Inflation and Price Index Dashboard
4. GDP and Economic Growth Dashboard
5. Social Welfare and Poverty Dashboard

Proposal Templates

For bidding or requesting work, a Social Economist 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. Economic Impact Assessment Proposal
2. Policy Evaluation and Recommendation Proposal
3. Market Research and Analysis Proposal
4. Social Welfare Program Evaluation Proposal
5. Cost-Benefit Analysis 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 Social Economist 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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