Freelance Drafter Templates

Freelance Drafter Templates

There is a huge number of templates that someone in the Freelance 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 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. Site Survey Template
4. Conceptual Design Template
5. Detailed Design Template
6. Construction Drawings Template
7. Bill of Quantities Template
8. Material Specifications Template
9. Progress Report Template
10. Invoice Template

Reports

Reports are often prepared by a Freelance 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 Progress Report
2. Design Review Report
3. Material Cost Analysis Report
4. Time and Attendance Report
5. Quality Control Report
6. Budget Analysis Report
7. Client Satisfaction Survey Report
8. Equipment Maintenance Report
9. Project Expense Report
10. Revenue and Profitability 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 Drafter does and how they do it.

1. Project Initiation SOP
2. Design Development SOP
3. Drafting and Documentation SOP
4. Quality Control SOP
5. Client Communication SOP
6. Revision and Modification SOP
7. File Management SOP
8. Collaboration and Coordination SOP
9. Presentation and Proposal SOP
10. Project Closure SOP

Presentations

Freelance 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. Project Overview Template
2. Design Proposal Template
3. Construction Progress Template
4. Technical Specifications Template
5. Final Presentation Template

Legal Docs

There are several key times when a Freelance 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. Independent Contractor Agreement
3. Copyright Assignment Agreement
4. Service Agreement
5. Liability Waiver Agreement

Health & Safety Templates

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

1. Project Schedule Calendar
2. Client Meeting Calendar
3. Deadline Calendar
4. Workload Calendar
5. Billing and Invoicing Calendar

Invoice Templates

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

1. Monthly Drafting Services Invoice
2. Design Consultation Invoice
3. CAD Drafting Invoice
4. Blueprint Creation Invoice
5. 3D Modeling Services Invoice

Survey Templates

For a Freelance Drafter to get insights related to the work they do, they need to send out Freelance 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. Quality Assurance Survey
5. Industry Trends Survey

Meeting Agendas

Having premade Freelance 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 Kick-off Meeting
2. Design Review Meeting
3. Progress Update Meeting
4. Client Feedback Meeting
5. Project Closure Meeting

Budget Templates

To manage finances well, a Freelance 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 Drafter 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. Task Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance 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. Preliminary Design Proposal
2. Construction Documentation Proposal
3. 3D Modeling and Rendering Proposal
4. Structural Analysis Proposal
5. Renovation and Retrofitting 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 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.