Freelance Business Analyst Templates

Freelance Business Analyst Templates

There is a huge number of templates that someone in the Freelance Business Analyst 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 Business Analyst. 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 Analysis Report
2. Business Requirements Document
3. Stakeholder Analysis Template
4. Risk Assessment Matrix
5. Project Schedule Template
6. Cost Benefit Analysis Spreadsheet
7. Functional Specification Document
8. User Acceptance Testing Template
9. Change Request Form
10. Project Status Report

Reports

Reports are often prepared by a Freelance Business Analyst 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 Sales Report
2. Project Progress Report
3. Financial Performance Report
4. Cost Analysis Report
5. Market Research Report
6. Competitive Analysis Report
7. Risk Assessment Report
8. Resource Utilization Report
9. Client Satisfaction Report
10. Trend Analysis 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 Business Analyst does and how they do it.

1. Project Initiation SOP
2. Requirements Gathering SOP
3. Data Analysis SOP
4. Stakeholder Communication SOP
5. Risk Assessment SOP
6. Process Mapping SOP
7. Solution Design SOP
8. Testing and Quality Assurance SOP
9. Documentation and Reporting SOP
10. Project Closure SOP

Presentations

Freelance Business Analyst 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 Project Status Report
2. Financial Analysis and Forecasting
3. Market Research and Competitor Analysis
4. Process Improvement and Efficiency Analysis
5. Risk Assessment and Mitigation Strategies

Legal Docs

There are several key times when a Freelance Business Analyst 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. Statement of Work (SOW)
4. Independent Contractor Agreement
5. Intellectual Property Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Business Analyst 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. Safety Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

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

1. Project Timeline Calendar
2. Meeting Schedule Calendar
3. Task Tracker Calendar
4. Client Engagement Calendar
5. Financial Planning Calendar

Invoice Templates

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

1. Engineering Consultation Invoice
2. Architecture Design Invoice
3. Project Management Invoice
4. Technical Writing Invoice
5. Data Analysis Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Employee Engagement Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Freelance Business Analyst 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. Stakeholder Meeting
3. Progress Review Meeting
4. Requirements Gathering Meeting
5. Final Presentation Meeting

Budget Templates

To manage finances well, a Freelance Business Analyst 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 Billing Template
4. Travel and Expense Reimbursement Form
5. Annual Budget Forecast Template

Dashboards

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

1. Financial Performance Dashboard
2. Project Management Dashboard
3. Resource Allocation Dashboard
4. Client Satisfaction Dashboard
5. Risk Assessment Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Business Analyst 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. Project Cost Estimation Proposal
2. Process Improvement Proposal
3. Feasibility Study Proposal
4. Risk Assessment Proposal
5. Market Research 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 Business Analyst 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.