Looking for Freelance Career Counselor Templates to download? See the main templates that a Freelance Career Counselor would use in their day-to-day work.
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Freelance Career Counselor Templates
Contents
Freelance Career Counselor Templates
There is a huge number of templates that someone in the Freelance Career Counselor 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 Career Counselor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Client Intake Form
2. Career Assessment Worksheet
3. Resume Template
4. Cover Letter Template
5. Job Application Tracker
6. Interview Preparation Checklist
7. Networking Contact List
8. Career Development Plan
9. Workshop Evaluation Form
10. Monthly Income and Expense Tracker
Reports
Reports are often prepared by a Freelance Career Counselor 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 Career Assessment Report
2. Job Market Analysis Report
3. Career Development Plan Report
4. Resume and Cover Letter Review Report
5. Interview Skills Evaluation Report
6. Skills Gap Analysis Report
7. Job Search Strategy Report
8. Networking Effectiveness Report
9. Client Satisfaction Survey Report
10. Training Needs Assessment 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 Career Counselor does and how they do it.
1. Initial Consultation SOP
2. Resume Writing SOP
3. Cover Letter Writing SOP
4. Interview Preparation SOP
5. Job Search Strategy SOP
6. LinkedIn Profile Optimization SOP
7. Networking Techniques SOP
8. Career Assessment SOP
9. Career Transition SOP
10. Personal Branding SOP
Presentations
Freelance Career Counselor 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 Career Trends Analysis
2. Job Search Strategies for Different Industries
3. Effective Resume Writing Techniques
4. Interview Preparation and Tips
5. Personal Branding for Career Success
Legal Docs
There are several key times when a Freelance Career Counselor 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. Client Service Agreement Template
5. Confidentiality Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Career Counselor 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
Calendars
Setting up Freelance Career Counselor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Work Schedule Calendar
2. Client Appointment Calendar
3. Networking Events Calendar
4. Training and Development Calendar
5. Deadlines and Deliverables Calendar
Invoice Templates
Several types of Freelance Career Counselor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Career Counseling Services Invoice
2. Resume Writing Services Invoice
3. Interview Coaching Services Invoice
4. Job Search Strategy Services Invoice
5. Career Assessment Services Invoice
Survey Templates
For a Freelance Career Counselor to get insights related to the work they do, they need to send out Freelance Career Counselor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Job Satisfaction Survey
2. Employee Engagement Survey
3. Training Needs Assessment Survey
4. Performance Evaluation Survey
5. Career Development Survey
Meeting Agendas
Having premade Freelance Career Counselor 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 Career Development Workshop
2. Job Search Strategy Meeting
3. Resume and Cover Letter Review Session
4. Interview Preparation Consultation
5. Career Coaching and Goal Setting Discussion
Budget Templates
To manage finances well, a Freelance Career Counselor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Savings and Investment Tracker Template
3. Client Billing and Payment Tracker Template
4. Business Expenses Tracker Template
5. Tax Preparation Template
Dashboards
Dashboards are a useful way for a Freelance Career Counselor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Job Placement Dashboard
2. Career Development Dashboard
3. Training Needs Assessment Dashboard
4. Job Market Analysis Dashboard
5. Client Progress Tracking Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Career Counselor 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. Career Development Workshop Proposal
2. Resume Writing Services Proposal
3. Interview Skills Training Proposal
4. Job Search Strategy Proposal
5. Personal Branding 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 Career Counselor 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.
