Trade Economist Templates

Trade Economist Templates

There is a huge number of templates that someone in the Trade 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 Trade 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 Trade Report
2. Economic Forecast Spreadsheet
3. Trade Policy Analysis Template
4. Market Research Report
5. Trade Balance Analysis Spreadsheet
6. Import-Export Data Template
7. Cost-Benefit Analysis Document
8. Trade Agreement Evaluation Spreadsheet
9. Trade Policy Recommendations Report
10. Trade Performance Dashboard

Reports

Reports are often prepared by a Trade 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. Monthly Trade Balance Report
2. Export Volume Report
3. Import Volume Report
4. Trade Policy Analysis Report
5. Market Share Report
6. Trade Flow Analysis Report
7. Tariff Impact Report
8. Trade Performance Report
9. Trade Forecast Report
10. Trade Competitiveness Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Trade Economist does and how they do it.

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Presentations

Trade 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 Outlook Presentation
2. Trade Policy Analysis Presentation
3. Market Research Presentation
4. Trade Agreements Impact Presentation
5. Export-Import Data Analysis Presentation

Legal Docs

There are several key times when a Trade 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. Economic Impact Assessment Template
2. Trade Policy Analysis Template
3. Market Access Template
4. Trade Agreement Evaluation Template
5. Tariff Analysis Template

Health & Safety Templates

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

Calendars

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

1. Monthly Economic Outlook Calendar
2. Trade Policy Events Calendar
3. International Trade Agreements Calendar
4. Economic Data Release Calendar
5. Trade Negotiations and Conferences Calendar

Invoice Templates

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

1. Sales Invoice
2. Purchase Invoice
3. Service Invoice
4. Expense Invoice
5. Tax Invoice

Survey Templates

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

1. Consumer Price Index Survey
2. Business Confidence Survey
3. Trade Balance Survey
4. Employment Outlook Survey
5. Economic Growth Forecast Survey

Meeting Agendas

Having premade Trade 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. Trade Policy Analysis Meeting
3. Market Research and Analysis Meeting
4. International Trade Negotiations Meeting
5. Economic Forecasting and Planning Meeting

Budget Templates

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

1. Income and Expense Budget Template
2. Savings and Investment Budget Template
3. Debt and Loan Repayment Budget Template
4. Household and Personal Expenses Budget Template
5. Business and Professional Expenses Budget Template

Dashboards

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

1. Economic Growth Dashboard
2. Trade Balance Dashboard
3. Inflation Rate Dashboard
4. Exchange Rate Dashboard
5. Industry Performance Dashboard

Proposal Templates

For bidding or requesting work, a Trade 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. Monthly Trade Policy Analysis Proposal
2. Economic Impact Assessment Proposal
3. Market Research and Analysis Proposal
4. Trade Agreement Evaluation Proposal
5. Trade Promotion Strategy 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 Trade 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.