Freelance Business Analyst Templates

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

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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. Monthly HR Metrics Report
2. Training Needs Assessment Template
3. Employee Performance Evaluation Form
4. Training Program Evaluation Survey
5. HR Budget Template
6. Training Calendar Template
7. Job Description Template
8. Employee Satisfaction Survey
9. HR Policies and Procedures Manual
10. Training Attendance Sheet


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 Employee Performance Report
2. Training Needs Assessment Report
3. Recruitment and Hiring Report
4. Employee Satisfaction Survey Report
5. Training Program Evaluation Report
6. HR Metrics and Analytics Report
7. Compensation and Benefits Analysis Report
8. Diversity and Inclusion Report
9. Employee Turnover and Retention Report
10. Compliance and Legal Issues 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 Business Analyst does and how they do it.

1. HR Recruitment Process SOP
2. Employee Onboarding SOP
3. Performance Management SOP
4. Training and Development SOP
5. Employee Offboarding SOP
6. HR Policy and Procedure SOP
7. Compensation and Benefits SOP
8. Employee Engagement SOP
9. HR Data Management SOP
10. HR Compliance SOP


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 HR Metrics Report
2. Training Needs Assessment Presentation
3. Employee Engagement Survey Results
4. Performance Management Review
5. HR Policy and Procedure Updates

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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Independent Contractor Agreement Template
4. Employee Handbook Template
5. Performance Evaluation Template

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. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template


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

1. Monthly Project Calendar
2. Training Schedule Calendar
3. HR Events Calendar
4. Deadlines and Deliverables Calendar
5. Client Meeting 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. Monthly HR Training Invoice
2. HR Consulting Services Invoice
3. Employee Development Workshop Invoice
4. HR Policy Review Invoice
5. Recruitment and Selection Services 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. Employee Satisfaction Survey
2. Training Needs Assessment Survey
3. Performance Evaluation Survey
4. Onboarding Experience Survey
5. Exit Interview 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. Monthly HR Performance Review Meeting
2. Training Needs Assessment Meeting
3. HR Policy and Procedure Update Meeting
4. Employee Engagement and Satisfaction Meeting
5. HR Metrics and Analytics Review 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 Accommodation Budget
5. Professional Development Budget


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. HR Performance Dashboard
2. Training Effectiveness Dashboard
3. Employee Engagement Dashboard
4. Recruitment Metrics Dashboard
5. Learning and Development 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. Monthly Training Needs Assessment Proposal
2. Employee Performance Evaluation Proposal
3. HR Policy and Procedure Review Proposal
4. Leadership Development Program Proposal
5. Employee Engagement Survey 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.

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