Freelance Digital Drafter Templates

Freelance Digital Drafter Templates

There is a huge number of templates that someone in the Freelance Digital Drafter 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 Digital Drafter. 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. Concept Sketch Template
4. Floor Plan Template
5. Elevations Template
6. 3D Model Template
7. Construction Drawing Template
8. Material Schedule Template
9. Cost Estimate Template
10. Invoice Template

Reports

Reports are often prepared by a Freelance Digital Drafter 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. Time Tracking Report
3. Revenue and Expenses Report
4. Client Satisfaction Report
5. Design Quality Report
6. Website Traffic Report
7. Social Media Engagement Report
8. Lead Generation Report
9. Competitor Analysis Report
10. Design Trends 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 Digital Drafter does and how they do it.

1. Project Brief Template
2. Design Concept Template
3. Drafting Guidelines Template
4. Revision Request Template
5. Client Feedback Template
6. Final Design Approval Template
7. File Naming Convention Template
8. Design Presentation Template
9. Design Review Template
10. Project Closure Template

Presentations

Freelance Digital Drafter 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. Client Project Progress Report
3. Design Trends and Inspiration
4. Proposal for New Design Project
5. Case Study Analysis and Findings

Legal Docs

There are several key times when a Freelance Digital Drafter 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. Copyright License Agreement
5. Independent Contractor Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Digital Drafter 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 Digital Drafter calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Deadlines Calendar
4. Social Media Content Calendar
5. Personal Time Off Calendar

Invoice Templates

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

1. Monthly Design Services Invoice
2. Hourly Rate Invoice
3. Project Completion Invoice
4. Reimbursement Invoice
5. Retainer Invoice

Survey Templates

For a Freelance Digital Drafter to get insights related to the work they do, they need to send out Freelance Digital Drafter 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. User Experience Survey
5. Market Research Survey

Meeting Agendas

Having premade Freelance Digital Drafter 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 Kickoff Meeting Template
2. Design Review Meeting Template
3. Progress Update Meeting Template
4. Client Feedback Meeting Template
5. Final Presentation Meeting Template

Budget Templates

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

1. Income Budget Template
2. Expense Budget Template
3. Project Budget Template
4. Savings Budget Template
5. Tax Budget Template

Dashboards

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

1. Project Overview Dashboard
2. Client Engagement Dashboard
3. Financial Performance Dashboard
4. Design Progress Dashboard
5. Social Media Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Digital Drafter 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. Website Redesign Proposal
2. Logo Design Proposal
3. Social Media Marketing Proposal
4. Brand Identity Development Proposal
5. Graphic Design Services 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 Digital Drafter 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.