Freelance AI Project Manager Templates

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

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Freelance AI Project Manager Templates

There is a huge number of templates that someone in the Freelance AI Project Manager 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 AI Project Manager. 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 Proposal Template
2. Project Scope Template
3. Project Timeline Template
4. Project Budget Template
5. Project Status Report Template
6. Meeting Agenda Template
7. Meeting Minutes Template
8. Risk Assessment Template
9. Resource Allocation Template
10. Project Closure Report Template


Reports are often prepared by a Freelance AI Project Manager 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. Project Status Report
2. Resource Allocation Report
3. Budget Report
4. Risk Assessment Report
5. Task Completion Report
6. Stakeholder Communication Report
7. Quality Assurance Report
8. Performance Metrics Report
9. Project Timeline Report
10. Client Satisfaction 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 Freelance AI Project Manager does and how they do it.

1. Project Initiation SOP
2. Stakeholder Communication SOP
3. Project Planning SOP
4. Risk Management SOP
5. Resource Allocation SOP
6. Quality Assurance SOP
7. Project Execution SOP
8. Change Management SOP
9. Project Monitoring and Control SOP
10. Project Closure SOP


Freelance AI Project Manager 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. Project Overview Template
2. Progress Update Template
3. Budget and Resource Allocation Template
4. Risk Assessment Template
5. Stakeholder Meeting Template

Legal Docs

There are several key times when a Freelance AI Project Manager 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. Statement of Work (SOW)
4. Intellectual Property Assignment Agreement
5. Independent Contractor Agreement

Health & Safety Templates

Health & Safety templates for a Freelance AI Project Manager 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 Response Plan Template
5. Health and Safety Inspection Checklist Template


Setting up Freelance AI Project Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Timeline Calendar
2. Task and Deadline Calendar
3. Meeting and Event Calendar
4. Resource Allocation Calendar
5. Content Creation and Publication Calendar

Invoice Templates

Several types of Freelance AI Project Manager 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. Milestone Payment Invoice
4. Expense Reimbursement Invoice
5. Retainer Invoice

Survey Templates

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

1. Monthly Client Satisfaction Survey
2. Project Progress Survey
3. Team Collaboration Survey
4. Stakeholder Feedback Survey
5. AI Technology Adoption Survey

Meeting Agendas

Having premade Freelance AI Project Manager 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. Project Kickoff Meeting
2. Weekly Progress Meeting
3. Stakeholder Update Meeting
4. Technical Review Meeting
5. Project Closure Meeting

Budget Templates

To manage finances well, a Freelance AI Project Manager 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 Invoicing Template
4. Travel and Accommodation Budget Template
5. Equipment and Software Budget Template


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

1. Project Progress Dashboard
2. Resource Allocation Dashboard
3. Financial Performance Dashboard
4. Stakeholder Engagement Dashboard
5. Risk Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance AI Project Manager 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. Project Scope and Timeline Proposal
2. Budget and Resource Allocation Proposal
3. AI Algorithm Development Proposal
4. Data Collection and Analysis Proposal
5. AI Model Deployment and Testing 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 AI Project Manager 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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