Freelance Data Visualization Expert Templates
There is a huge number of templates that someone in the Freelance Data Visualization Expert 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 Data Visualization Expert. 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. Client Agreement Template
3. Project Timeline Template
4. Data Collection Template
5. Data Analysis Template
6. Visualization Design Template
7. Presentation Template
8. Invoice Template
9. Expense Tracker Template
10. Monthly Report Template
Reports
Reports are often prepared by a Freelance Data Visualization Expert 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 Revenue Report
2. Client Satisfaction Report
3. Project Progress Report
4. Website Traffic Report
5. Social Media Engagement Report
6. Sales Conversion Report
7. Competitor Analysis Report
8. User Behavior Report
9. Email Marketing Performance Report
10. Project Cost 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 Data Visualization Expert does and how they do it.
1. Data Gathering SOP
2. Data Cleaning SOP
3. Data Analysis SOP
4. Visualization Design SOP
5. Dashboard Creation SOP
6. Interactive Visualization SOP
7. Client Presentation SOP
8. Feedback Incorporation SOP
9. Final Visualization Delivery SOP
10. Project Documentation SOP
Presentations
Freelance Data Visualization Expert 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. Infographic Template
2. Bar Chart Template
3. Pie Chart Template
4. Line Graph Template
5. Scatter Plot Template
Legal Docs
There are several key times when a Freelance Data Visualization Expert 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. Service Agreement
3. Invoice Template
4. Copyright Assignment Agreement
5. Independent Contractor Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Data Visualization Expert 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. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Evacuation Plan Template
Calendars
Setting up Freelance Data Visualization Expert calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Client Meeting Calendar
3. Content Creation Calendar
4. Marketing Campaign Calendar
5. Personal Time Management Calendar
Invoice Templates
Several types of Freelance Data Visualization Expert invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Data Visualization Services Invoice
2. Design and Creative Services Invoice
3. Freelance Data Visualization Project Invoice
4. Hourly Data Visualization Services Invoice
5. Data Visualization Consulting Invoice
Survey Templates
For a Freelance Data Visualization Expert to get insights related to the work they do, they need to send out Freelance Data Visualization Expert surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. User Experience Survey
3. Market Research Survey
4. Brand Perception Survey
5. Product Feedback Survey
Meeting Agendas
Having premade Freelance Data Visualization Expert 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. Progress Review Meeting
3. Design Feedback Meeting
4. Data Analysis Meeting
5. Final Presentation Meeting
Budget Templates
To manage finances well, a Freelance Data Visualization Expert would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expenses Template
2. Project Budget Template
3. Monthly Expense Tracker Template
4. Savings and Investment Template
5. Annual Budget Template
Dashboards
Dashboards are a useful way for a Freelance Data Visualization Expert to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Social Media Engagement Dashboard
3. Website Traffic Dashboard
4. Project Management Dashboard
5. Financial Performance Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Data Visualization Expert 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 Data Analysis and Visualization Proposal
2. Interactive Dashboard Design Proposal
3. Infographic Creation and Presentation Proposal
4. Data Storytelling and Visualization Proposal
5. Custom Data Visualization Solution 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 Data Visualization Expert 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.