Freelance Architect Templates

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

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Freelance Architect Templates

There is a huge number of templates that someone in the Freelance Architect 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 Architect. 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. Design Brief Template
3. Conceptual Design Template
4. Construction Drawings Template
5. Material Specifications Template
6. Cost Estimation Template
7. Project Schedule Template
8. Meeting Minutes Template
9. Progress Report Template
10. Invoice Template

Reports

Reports are often prepared by a Freelance Architect 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 Progress Report
2. Financial Report
3. Client Satisfaction Report
4. Resource Utilization Report
5. Design Review Report
6. Construction Cost Report
7. Quality Control Report
8. Time Management Report
9. Risk Assessment Report
10. Business Development 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 Architect does and how they do it.

Presentations

Freelance Architect 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. Architectural Design Proposal Template
2. Construction Project Status Report Template
3. Building Permit Application Template
4. Site Analysis and Feasibility Study Template
5. Architectural Presentation Template

Legal Docs

There are several key times when a Freelance Architect 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. Architectural Services Agreement
2. Non-Disclosure Agreement
3. Construction Contract
4. Change Order Form
5. Certificate of Substantial Completion

Health & Safety Templates

Health & Safety templates for a Freelance Architect 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 Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Project Schedule Calendar
2. Client Meeting Calendar
3. Construction Site Visit Calendar
4. Design and Drafting Calendar
5. Deadline and Deliverables Calendar

Invoice Templates

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

1. Monthly Design Fee Invoice
2. Construction Drawings Invoice
3. Project Management Fee Invoice
4. Additional Services Invoice
5. Reimbursable Expenses Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Project Feedback Survey
3. Design Preference Survey
4. Construction Quality Survey
5. Team Collaboration Survey

Meeting Agendas

Having premade Freelance Architect 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. Design Review Meeting
3. Client Presentation Meeting
4. Construction Progress Meeting
5. Project Close-out Meeting

Budget Templates

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

1. Income and Expenses Budget Template
2. Project Budget Template
3. Client Invoicing Template
4. Tax Planning Template
5. Savings and Investment Template

Dashboards

Dashboards are a useful way for a Freelance Architect 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. Resource Allocation Dashboard
4. Client Satisfaction Dashboard
5. Design Quality Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Architect 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. Residential Building Design Proposal
2. Commercial Space Renovation Proposal
3. Landscape Architecture Proposal
4. Interior Design Proposal
5. Sustainable Architecture 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 Architect 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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