Freelance Architectural Home Planner Templates

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

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Freelance Architectural Home Planner Templates

There is a huge number of templates that someone in the Freelance Architectural Home Planner 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 Architectural Home Planner. 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. Site Analysis Template
3. Concept Design Template
4. Floor Plan Template
5. Elevations Template
6. Construction Drawings Template
7. Material Specifications Template
8. Cost Estimate Template
9. Project Schedule Template
10. Client Presentation Template


Reports are often prepared by a Freelance Architectural Home Planner 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. Budget Analysis Report
3. Resource Allocation Report
4. Client Satisfaction Report
5. Design Review Report
6. Construction Cost Estimate Report
7. Material Procurement Report
8. Site Inspection Report
9. Project Schedule Report
10. Quality Control 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 Architectural Home Planner does and how they do it.

1. Initial Client Consultation SOP
2. Site Analysis and Assessment SOP
3. Conceptual Design Development SOP
4. Design Presentation and Review SOP
5. Construction Documentation SOP
6. Material and Finishes Selection SOP
7. Project Management and Coordination SOP
8. Building Code Compliance SOP
9. Quality Control and Assurance SOP
10. Project Closeout and Handover SOP


Freelance Architectural Home Planner 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. Floor Plan Template
3. 3D Rendering Template
4. Construction Timeline Template
5. Budget Analysis Template

Legal Docs

There are several key times when a Freelance Architectural Home Planner 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 Design Agreement
2. Construction Contract
3. Non-Disclosure Agreement
4. Intellectual Property Assignment Agreement
5. Liability Waiver Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Architectural Home Planner ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Incident Report Form
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Form


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

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Construction Schedule Calendar
4. Material Delivery Calendar
5. Design Review Calendar

Invoice Templates

Several types of Freelance Architectural Home Planner 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. Material Procurement Invoice
4. Site Visit and Consultation Invoice
5. Additional Services Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Design Feedback Survey
3. Project Progress Survey
4. Budget and Cost Survey
5. Team Performance Survey

Meeting Agendas

Having premade Freelance Architectural Home Planner 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 Architectural Home Planner 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. Business Expense Tracker
5. Savings and Investment Tracker


Dashboards are a useful way for a Freelance Architectural Home Planner 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 Architectural Home Planner 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 Renovation Proposal
2. New Home Construction Proposal
3. Interior Design Proposal
4. Landscape Design Proposal
5. Commercial Building Renovation 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 Architectural Home Planner 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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