Freelance Animator Templates

Freelance Animator Templates

There is a huge number of templates that someone in the Freelance Animator 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 Animator. 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 Invoice Template
2. Project Proposal Template
3. Timesheet Template
4. Project Timeline Template
5. Budget Spreadsheet Template
6. Client Feedback Form Template
7. Project Brief Template
8. Expense Tracker Template
9. Production Schedule Template
10. Client Contract Template

Reports

Reports are often prepared by a Freelance Animator 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 Revenue Report
2. Project Status Report
3. Client Satisfaction Report
4. Time Tracking Report
5. Expense Report
6. Task Completion Report
7. Resource Utilization Report
8. Project Profitability Report
9. Invoice Report
10. Team Performance 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 Animator does and how they do it.

…

Presentations

Freelance Animator 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 Sales Report Template
2. Customer Satisfaction Survey Template
3. Training Program Overview Template
4. Project Progress Update Template
5. Team Performance Review Template

Legal Docs

There are several key times when a Freelance Animator 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. Invoice Template
4. Copyright Release Form
5. Independent Contractor Agreement

Health & Safety Templates

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

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Deadlines Calendar
4. Invoice and Payment Calendar
5. Marketing and Promotion Calendar

Invoice Templates

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

1. Monthly Animation Services Invoice
2. Additional Animation Revisions Invoice
3. Rush Animation Project Invoice
4. Animation Consultation Invoice
5. Animation Licensing Agreement Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Service Evaluation Survey
4. Market Research Survey
5. User Experience Survey

Meeting Agendas

Having premade Freelance Animator 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 Kick-off Meeting
2. Weekly Progress Meeting
3. Client Feedback Meeting
4. Team Collaboration Meeting
5. Monthly Performance Review Meeting

Budget Templates

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

1. Income and Expenses Template
2. Project Budget Template
3. Monthly Expense Tracker Template
4. Savings and Investment Template
5. Tax Planning Template

Dashboards

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

1. Monthly Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Project Progress Dashboard
4. Financial Overview Dashboard
5. Task Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Animator 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. Animated Explainer Video Proposal
2. Customer Support Training Video Proposal
3. Animated Infographic Proposal
4. Admin Process Animation Proposal
5. Interactive Customer Support 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 Animator 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.