Templates that can support data collection, analysis and reporting abound in many different formats and locations on websites. You can find these on sites that support community, small business and social enterprise developments, and as part of software tools like Google docs, Survey, Form Builder and Database Tools. Here is a small sampling of the range of templates that are out there that could be directly relevant to what you do. Following one link will bring you to many many more. Also check out DV related templates in our Tools and Resources page.
| Template | Description | Where |
| 360-degree Employee Evaluation Template | Collect employee performance feedback from three key groups: supervisors, coworkers, subordinates | Survey Monkey |
| Building a budget (for employment based enterprises) | Identify the extra costs and cost savings involved in running an Employment Social Enterprise. | enterprising non profits |
| Cash flow template | Outline start-up costs, financing, sales forecasts and complete a month-by-month cash flow for two years. | Futurpreneur |
| Charitable Contributions Web Database | Track multiple campaigns and report on the contributions received during each one. | MS Access (built in) |
| Checklist: How effective is your committee? | Review how well your committee knows its role and carries out its responsibilities | Do It Yourself Committee Guide |
| Employee Communitng Survey | Obtain information on a company’s employee commuting behaviours and opinions | Fluid Surveys |
| Employee support program tracking tool | Excel tool that tracks how employees are supported withen a social enterprise | REDF |
| Marketing Campaign Evaluation | Evaluate the success of specific marketing campaigns | BizTree |
| Partnership Tools | Templates that meet a variety of needs when developing or strengthening partnerships. | SE Toolbelt |
| Post Event Survey | Post-event survey to gather feedback regarding speakers, exhibitors, presentations and more. | survey gizmo |
| Sales Funnel Value & Profit Calculator v2 | Instantly calculates profit potential, value per lead, value per customer and more. | Google Docs |
| Volunteer Feedback Form | Get input from the volunteers themselves so that you can improve their experiences and maximize their efforts. | Wufoo Forms Builder |
Note: Inclusion in this table is not an endorsement of these templates. Try coming up with a shortlist of options for the tracking/analysis need that you have, and then select the best one for what you want. Templates that are tied into multiple facets of measurement may be more useful – e.g. survey tools that can enable collection, aggregation and analysis of data and reporting – but these typically are not free.