Freelance Commercial Architect Templates

Freelance Commercial Architect Templates

There is a huge number of templates that someone in the Freelance Commercial Architect 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 Commercial Architect. 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 Estimate Template
7. Project Schedule Template
8. Meeting Minutes Template
9. Change Order Template
10. Project Closeout Template

Reports

Reports are often prepared by a Freelance Commercial Architect 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 Progress Report
2. Financial Performance Report
3. Resource Allocation Report
4. Client Satisfaction Report
5. Design Review Report
6. Construction Cost Analysis Report
7. Material Procurement Report
8. Project Schedule Report
9. Quality Control Report
10. Risk 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 Commercial Architect does and how they do it.

1. Project Initiation SOP
2. Site Analysis SOP
3. Concept Design SOP
4. Design Development SOP
5. Construction Documentation SOP
6. Permitting and Approvals SOP
7. Bidding and Negotiation SOP
8. Construction Administration SOP
9. Quality Control SOP
10. Project Closeout SOP

Presentations

Freelance Commercial Architect 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 Meeting Template
5. Final Presentation Template

Legal Docs

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

Health & Safety Templates

Health & Safety templates for a Freelance Commercial Architect 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 Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Project Schedule Calendar
2. Client Meeting Calendar
3. Construction Timeline Calendar
4. Design Development Calendar
5. Proposal Submission Calendar

Invoice Templates

Several types of Freelance Commercial Architect 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 Invoice
4. Site Visits Invoice
5. Additional Services Invoice

Survey Templates

For a Freelance Commercial Architect to get insights related to the work they do, they need to send out Freelance Commercial Architect 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. Construction Quality Survey
5. Team Collaboration Survey

Meeting Agendas

Having premade Freelance Commercial Architect 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. Construction Progress Meeting
4. Client Presentation Meeting
5. Project Close-out Meeting

Budget Templates

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

1. Income and Expenses Budget Template
2. Project Budget Template
3. Client Billing Template
4. Travel and Accommodation Budget Template
5. Marketing and Advertising Budget Template

Dashboards

Dashboards are a useful way for a Freelance Commercial Architect 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. Project Pipeline Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Commercial Architect 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. Construction Documentation Proposal
3. Interior Design Proposal
4. Renovation Proposal
5. Feasibility Study 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 Commercial Architect 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.