Looking for Freelance Creative Director Templates to download? See the main templates that a Freelance Creative Director would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Freelance Creative Director Templates
Contents
Freelance Creative Director Templates
There is a huge number of templates that someone in the Freelance Creative Director 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 Creative Director. 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. Creative Brief Template
3. Mood Board Template
4. Design Concept Presentation Template
5. Client Feedback Template
6. Project Timeline Template
7. Budget Spreadsheet Template
8. Invoice Template
9. Timesheet Template
10. Project Evaluation Template
Reports
Reports are often prepared by a Freelance Creative Director 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 Project Status Report
2. Client Satisfaction Report
3. Financial Performance Report
4. Resource Allocation Report
5. Creative Team Productivity Report
6. Marketing Campaign Effectiveness Report
7. Competitive Analysis Report
8. Website Analytics Report
9. Social Media Engagement Report
10. Trend Analysis 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 Creative Director does and how they do it.
1. Project Brief Template
2. Creative Brief Template
3. Mood Board Template
4. Concept Presentation Template
5. Design Review Template
6. Client Feedback Template
7. Production Schedule Template
8. Artwork Approval Template
9. Final Delivery Template
10. Project Closure Template
Presentations
Freelance Creative Director 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. Creative Portfolio Showcase
2. Branding and Identity Pitch
3. Website Design Proposal
4. Social Media Campaign Analysis
5. Marketing Strategy Presentation
Legal Docs
There are several key times when a Freelance Creative Director 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. Non-Disclosure Agreement (NDA)
2. Freelance Services Agreement
3. Intellectual Property Assignment Agreement
4. Statement of Work (SOW)
5. Copyright License Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Creative Director 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. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Creative Director calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Editorial Content Calendar
3. Social Media Posting Calendar
4. Client Meeting Calendar
5. Deadlines and Deliverables Calendar
Invoice Templates
Several types of Freelance Creative Director invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Project Invoice: This invoice is used to bill clients for specific design projects completed during the month. It includes details such as project name, hours worked, and any additional expenses incurred.
2. Retainer Invoice: This invoice is used for clients who have agreed to pay a monthly retainer fee for ongoing design services. It includes the agreed-upon monthly fee and any additional expenses incurred.
3. Hourly Invoice: This invoice is used for clients who are billed on an hourly basis for design work. It includes the number of hours worked and the hourly rate.
4. Reimbursement Invoice: This invoice is used to bill clients for any expenses incurred during the month, such as travel expenses or materials purchased for a project.
5. Late Payment Invoice: This invoice is used to remind clients of overdue payments and includes any late fees or interest charges that may apply. It is important to send this invoice promptly to ensure timely payment
Survey Templates
For a Freelance Creative Director to get insights related to the work they do, they need to send out Freelance Creative Director surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Brand Perception Survey
3. Creative Concept Evaluation Survey
4. Design Feedback Survey
5. Market Research Survey
Meeting Agendas
Having premade Freelance Creative Director 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. Creative Team Brainstorming Meeting
2. Client Project Kick-off Meeting
3. Design Review Meeting
4. Progress Update Meeting
5. Project Wrap-up and Evaluation Meeting
Budget Templates
To manage finances well, a Freelance Creative Director would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Project Budget Template
3. Marketing and Advertising Budget Template
4. Equipment and Software Budget Template
5. Professional Development and Training Budget Template
Dashboards
Dashboards are a useful way for a Freelance Creative Director to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Project Overview Dashboard
2. Client Performance Dashboard
3. Financial Metrics Dashboard
4. Team Productivity Dashboard
5. Social Media Engagement Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Creative Director 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. Branding and Identity Proposal
2. Website Design and Development Proposal
3. Social Media Marketing Proposal
4. Print Design and Collateral Proposal
5. Creative Strategy and Consulting 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 Creative Director 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.
