Freelance Administrative Project Coordinator Templates
There is a huge number of templates that someone in the Freelance Administrative Project Coordinator 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 Freelance Administrative Project Coordinator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Project Timeline Template
2. Meeting Agenda Template
3. Expense Report Template
4. Project Status Report Template
5. Client Communication Log Template
6. Task Tracker Template
7. Project Budget Template
8. Weekly Work Schedule Template
9. Project Risk Assessment Template
10. Project Evaluation Template
Reports
Reports are often prepared by a Freelance Administrative Project Coordinator 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 Project Status Report
2. Financial Report
3. Time and Attendance Report
4. Client Satisfaction Report
5. Task Completion Report
6. Resource Allocation Report
7. Project Risk Assessment Report
8. Project Budget Report
9. Team Performance Report
10. Project Milestone 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 Freelance Administrative Project Coordinator does and how they do it.
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Presentations
Freelance Administrative Project Coordinator 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 Project Status Report
2. Team Meeting Agenda
3. Client Presentation
4. Training Workshop Outline
5. Budget Review and Analysis
Legal Docs
There are several key times when a Freelance Administrative Project Coordinator 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. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Independent Contractor Agreement
4. Confidentiality Agreement
5. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Administrative Project Coordinator 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
Calendars
Setting up Freelance Administrative Project Coordinator calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Client Meeting Calendar
3. Task and Deadline Calendar
4. Team Collaboration Calendar
5. Personal Time and Availability Calendar
Invoice Templates
Several types of Freelance Administrative Project Coordinator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Project Invoice
2. Hourly Billing Invoice
3. Expense Reimbursement Invoice
4. Retainer Invoice
5. Late Payment Reminder Invoice
Survey Templates
For a Freelance Administrative Project Coordinator to get insights related to the work they do, they need to send out Freelance Administrative Project Coordinator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Market Research Survey
4. Event Evaluation Survey
5. Product Feedback Survey
Meeting Agendas
Having premade Freelance Administrative Project Coordinator 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 Update Meeting
3. Project Planning Meeting
4. Performance Review Meeting
5. Budget Review Meeting
Budget Templates
To manage finances well, a Freelance Administrative Project Coordinator would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Client Billing Template
4. Travel and Transportation Budget
5. Office Supplies and Equipment Budget
Dashboards
Dashboards are a useful way for a Freelance Administrative Project Coordinator to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Project Progress Dashboard
2. Financial Performance Dashboard
3. Customer Satisfaction Dashboard
4. Task Management Dashboard
5. Team Productivity Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Administrative Project Coordinator 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 Project Progress Report Proposal
2. New Client Onboarding Proposal
3. Training and Development Proposal
4. Process Improvement Proposal
5. Cost Reduction 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 Freelance Administrative Project Coordinator 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.