Freelance BIM Implementation Specialist Templates

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

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Freelance BIM Implementation Specialist Templates

There is a huge number of templates that someone in the Freelance BIM Implementation Specialist 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 BIM Implementation Specialist. 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 Schedule Template
2. BIM Execution Plan Template
3. Clash Detection Report Template
4. Model Coordination Meeting Minutes Template
5. BIM Training Plan Template
6. Model Review Checklist Template
7. BIM Project Status Report Template
8. Model Validation Report Template
9. BIM Project Closeout Template
10. BIM Standards and Guidelines Template


Reports are often prepared by a Freelance BIM Implementation Specialist 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. BIM Model Quality Report
3. Clash Detection Report
4. BIM Coordination Meeting Minutes
5. BIM Model Update Report
6. BIM Model Validation Report
7. BIM Model Performance Report
8. BIM Model Compliance Report
9. BIM Model Issue Log
10. BIM Model Change Request 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 BIM Implementation Specialist does and how they do it.

1. BIM Execution Plan Template
2. BIM Project Kickoff Meeting Agenda Template
3. BIM Project Status Report Template
4. BIM Model Review Checklist Template
5. BIM Clash Detection and Coordination Template
6. BIM Quality Control Plan Template
7. BIM Model Delivery Checklist Template
8. BIM Model Maintenance Plan Template
9. BIM Training Plan Template
10. BIM Standards and Guidelines Template


Freelance BIM Implementation Specialist 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 Progress Report Template
2. BIM Training Workshop Template
3. BIM Implementation Strategy Template
4. Client Presentation Template
5. BIM Case Study Template

Legal Docs

There are several key times when a Freelance BIM Implementation Specialist 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. Statement of Work (SOW)
5. Intellectual Property Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Freelance BIM Implementation Specialist 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. Equipment Inspection Checklist Template
5. Emergency Evacuation Plan Template


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

1. Project Schedule Calendar
2. Meeting and Appointment Calendar
3. Task and Deadline Calendar
4. Travel and Event Calendar
5. Personal Time and Leave Calendar

Invoice Templates

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

1. Monthly BIM Implementation Services Invoice
2. Software Training and Support Invoice
3. Project Consultation and Advisory Invoice
4. BIM Modeling and Documentation Invoice
5. Customization and Integration Services Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Project Feedback Survey
3. Team Collaboration Survey
4. Software Training Evaluation Survey
5. Industry Trends and Insights Survey

Meeting Agendas

Having premade Freelance BIM Implementation Specialist 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. Design Review Meeting
4. Coordination Meeting
5. Project Close-out Meeting

Budget Templates

To manage finances well, a Freelance BIM Implementation Specialist 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. Tax Deduction Tracker
5. Savings and Investment Planner


Dashboards are a useful way for a Freelance BIM Implementation Specialist 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. Quality Control Dashboard
4. Financial Performance Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Freelance BIM Implementation Specialist 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. BIM Training Proposal
2. BIM Software Implementation Proposal
3. BIM Project Management Proposal
4. BIM Collaboration Proposal
5. BIM Standards Development Proposal

Get Your Template Made

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