Freelance Construction Project Leader Templates
There is a huge number of templates that someone in the Freelance Construction Project Leader 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 Construction Project Leader. 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. Project Schedule Template
3. Budget Spreadsheet Template
4. Construction Progress Report Template
5. Change Order Request Template
6. Meeting Minutes Template
7. Risk Assessment Template
8. Subcontractor Agreement Template
9. Material Requisition Template
10. Project Closeout Report Template
Reports
Reports are often prepared by a Freelance Construction Project Leader 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. Budget Analysis Report
3. Resource Allocation Report
4. Risk Assessment Report
5. Quality Control Report
6. Stakeholder Communication Report
7. Schedule Adherence Report
8. Change Order Report
9. Safety Incident Report
10. Client Satisfaction 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 Construction Project Leader does and how they do it.
1. Project Initiation SOP
2. Site Assessment SOP
3. Budgeting and Cost Control SOP
4. Procurement and Material Management SOP
5. Construction Planning and Scheduling SOP
6. Quality Assurance and Control SOP
7. Health and Safety SOP
8. Stakeholder Communication SOP
9. Change Management SOP
10. Project Closure and Handover SOP
Presentations
Freelance Construction Project Leader 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 Progress Report Template
2. Budget Analysis Template
3. Risk Assessment Template
4. Stakeholder Meeting Presentation Template
5. Construction Site Safety Presentation Template
Legal Docs
There are several key times when a Freelance Construction Project Leader 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. Construction Contract Template
2. Change Order Template
3. Subcontractor Agreement Template
4. Request for Information (RFI) Template
5. Notice of Completion Template
Health & Safety Templates
Health & Safety templates for a Freelance Construction Project Leader ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Incident Report Form
4. Toolbox Talk Template
5. Personal Protective Equipment (PPE) Assessment Form
Calendars
Setting up Freelance Construction Project Leader calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Project Schedule Calendar
2. Team Meeting Calendar
3. Material Delivery Calendar
4. Equipment Rental Calendar
5. Client Meeting Calendar
Invoice Templates
Several types of Freelance Construction Project Leader invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Project Invoice
2. Materials and Supplies Invoice
3. Labor and Hours Invoice
4. Equipment Rental Invoice
5. Subcontractor Invoice
Survey Templates
For a Freelance Construction Project Leader to get insights related to the work they do, they need to send out Freelance Construction Project Leader surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Project Progress Survey
2. Client Satisfaction Survey
3. Team Performance Evaluation Survey
4. Supplier Evaluation Survey
5. Risk Assessment Survey
Meeting Agendas
Having premade Freelance Construction Project Leader 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. Weekly Progress Meeting
3. Design Review Meeting
4. Construction Coordination Meeting
5. Project Close-out Meeting
Budget Templates
To manage finances well, a Freelance Construction Project Leader 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. Material Cost Estimation Template
4. Labor Cost Calculation Template
5. Equipment and Tools Budget Template
Dashboards
Dashboards are a useful way for a Freelance Construction Project Leader to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Project Progress Dashboard
2. Budget and Cost Analysis Dashboard
3. Resource Allocation Dashboard
4. Risk Management Dashboard
5. Stakeholder Communication Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Construction Project Leader 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 Construction Project Proposal
2. Budget Proposal for Engineering and Architecture Projects
3. Proposal for Renovation and Remodeling Projects
4. Proposal for Structural Engineering Projects
5. Proposal for Site Development and Landscaping Projects
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 Construction Project Leader 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.