Freelance Chief Architect Designer Templates

Freelance Chief Architect Designer Templates

There is a huge number of templates that someone in the Freelance Chief Architect Designer 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 Chief Architect Designer. 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 Proposal Template
2. Design Brief Template
3. Conceptual Design Template
4. Construction Drawings Template
5. Material Specifications Template
6. Cost Estimation Template
7. Project Schedule Template
8. Progress Report Template
9. Client Presentation Template
10. Invoice Template

Reports

Reports are often prepared by a Freelance Chief Architect Designer 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 Status Report
2. Budget Report
3. Time Tracking Report
4. Resource Utilization Report
5. Design Review Report
6. Change Request Report
7. Risk Assessment Report
8. Quality Assurance Report
9. Client Satisfaction Report
10. Revenue Forecast 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 Chief Architect Designer does and how they do it.

1. Project Initiation SOP
2. Design Development SOP
3. Construction Documentation SOP
4. Quality Control SOP
5. Client Communication SOP
6. Team Collaboration SOP
7. Site Visit SOP
8. Material Procurement SOP
9. Budget Management SOP
10. Project Closure SOP

Presentations

Freelance Chief Architect Designer 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 Overview Template
2. Design Proposal Template
3. Construction Progress Template
4. Client Presentation Template
5. Final Project Delivery Template

Legal Docs

There are several key times when a Freelance Chief Architect Designer 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. Architectural Design Agreement
2. Non-Disclosure Agreement
3. Intellectual Property Assignment Agreement
4. Construction Contract
5. Change Order Form

Health & Safety Templates

Health & Safety templates for a Freelance Chief Architect Designer 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. Emergency Response Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Freelance Chief Architect Designer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Schedule Calendar
2. Client Meeting Calendar
3. Design Review Calendar
4. Construction Timeline Calendar
5. Deadline Tracker Calendar

Invoice Templates

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

1. Monthly Design Fee Invoice
2. Construction Drawings Invoice
3. Project Management Fee Invoice
4. Consultation and Site Visit Invoice
5. Additional Services Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Project Feedback Survey
3. Design Preference Survey
4. Team Collaboration Survey
5. Industry Trends Survey

Meeting Agendas

Having premade Freelance Chief Architect Designer 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. Design Review Meeting
3. Progress Update Meeting
4. Client Feedback Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Freelance Chief Architect Designer 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. Business Expense Tracker
5. Tax Preparation Template

Dashboards

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

1. Project Progress Dashboard
2. Financial Performance Dashboard
3. Resource Allocation Dashboard
4. Client Satisfaction Dashboard
5. Design Quality Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Chief Architect Designer 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. Preliminary Design Proposal
2. Conceptual Design Proposal
3. Detailed Design Proposal
4. Construction Documentation Proposal
5. Interior Design 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 Chief Architect Designer 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.