Freelance BIM Trainer Templates

Freelance BIM Trainer Templates

There is a huge number of templates that someone in the Freelance BIM Trainer 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 Trainer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Training Schedule
2. Lesson Plan
3. Training Evaluation Form
4. Training Attendance Sheet
5. Training Feedback Survey
6. Training Certificate
7. Training Materials Checklist
8. Training Expense Report
9. Training Proposal
10. Training Progress Report

Reports

Reports are often prepared by a Freelance BIM Trainer 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 Training Attendance Report
2. Training Evaluation Report
3. Training Needs Assessment Report
4. Training Progress Report
5. Training Effectiveness Report
6. Training ROI Report
7. Training Budget Report
8. Training Resource Utilization Report
9. Training Feedback Report
10. Training Certification 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 BIM Trainer does and how they do it.

1. Introduction to BIM Training
2. BIM Software Installation Guide
3. BIM Basics and Terminology
4. BIM Modeling Techniques
5. BIM Collaboration and Coordination
6. BIM Clash Detection and Resolution
7. BIM Quantity Takeoff and Estimation
8. BIM Visualization and Rendering
9. BIM Project Management
10. BIM Documentation and Reporting

Presentations

Freelance BIM Trainer 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. Introduction to BIM Basics
2. Advanced BIM Techniques
3. BIM Collaboration and Coordination
4. BIM for Structural Engineering
5. BIM for Architectural Design

Legal Docs

There are several key times when a Freelance BIM Trainer 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. Intellectual Property Assignment Agreement
5. Liability Waiver

Health & Safety Templates

Health & Safety templates for a Freelance BIM Trainer 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. Training Attendance Register Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Monthly Training Schedule
2. Project Deadlines Calendar
3. Client Meeting Calendar
4. Personal Task Tracker
5. Professional Development Calendar

Invoice Templates

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

1. Monthly Training Services Invoice
2. Hourly Training Services Invoice
3. Travel Expenses Invoice
4. Equipment Rental Invoice
5. Additional Services Invoice

Survey Templates

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

1. Monthly Training Feedback Survey
2. Client Satisfaction Survey
3. Industry Trends Survey
4. Training Needs Assessment Survey
5. Course Evaluation Survey

Meeting Agendas

Having premade Freelance BIM Trainer 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. Monthly Training Workshop
2. Client Progress Review
3. Team Collaboration Meeting
4. Industry Trends Discussion
5. Project Kick-off Meeting

Budget Templates

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

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

Dashboards

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

1. Project Progress Dashboard
2. Training Attendance Dashboard
3. Revenue and Expenses Dashboard
4. Client Satisfaction Dashboard
5. Training Effectiveness Dashboard

Proposal Templates

For bidding or requesting work, a Freelance BIM Trainer 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. Introduction to BIM Training Proposal
2. Advanced BIM Training Proposal
3. BIM Implementation Proposal
4. BIM Consulting Proposal
5. BIM Workshop 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 BIM Trainer 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.