Looking for Freelance E-Learning Consultant Templates to download? See the main templates that a Freelance E-Learning Consultant would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance E-Learning Consultant role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance E-Learning Consultant. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Training Needs Assessment Template
2. Training Plan Template
3. Training Evaluation Form Template
4. E-Learning Course Development Template
5. E-Learning Module Storyboard Template
6. E-Learning Assessment Template
7. Training Budget Template
8. Training Schedule Template
9. Training Attendance Sheet Template
10. Training Completion Certificate Template
Reports are often prepared by a Freelance E-Learning Consultant 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 Training Needs Assessment Report
2. Learning Management System (LMS) Usage Report
3. Training Program Evaluation Report
4. Employee Training Completion Report
5. Training Budget Analysis Report
6. Training Effectiveness Metrics Report
7. Training ROI (Return on Investment) Report
8. Training Attendance and Participation Report
9. Training Content Development Progress Report
10. Training Compliance and Certification Report
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 E-Learning Consultant does and how they do it.
1. Onboarding Process SOP
2. Training Needs Assessment SOP
3. Curriculum Development SOP
4. Learning Management System (LMS) Administration SOP
5. Instructional Design SOP
6. E-Learning Content Development SOP
7. Quality Assurance and Testing SOP
8. Training Evaluation and Feedback SOP
9. Performance Support SOP
10. Continuous Professional Development SOP
Freelance E-Learning Consultant 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. Introduction to E-Learning
2. Training Needs Assessment
3. Learning Management System Overview
4. Instructional Design Process
5. Evaluation and Feedback in E-Learning
There are several key times when a Freelance E-Learning Consultant 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. Independent Contractor Agreement
4. Intellectual Property Assignment Agreement
5. Confidentiality Agreement
Health & Safety templates for a Freelance E-Learning Consultant 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 Training Attendance Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template
Setting up Freelance E-Learning Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Training Schedule Calendar
3. Client Meeting Calendar
4. Content Development Calendar
5. Marketing and Promotion Calendar
Several types of Freelance E-Learning Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly E-Learning Development Invoice
2. Monthly Training Needs Analysis Invoice
3. Monthly Learning Management System Setup Invoice
4. Monthly E-Learning Content Creation Invoice
5. Monthly Training Evaluation and Reporting Invoice
For a Freelance E-Learning Consultant to get insights related to the work they do, they need to send out Freelance E-Learning Consultant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Satisfaction Survey
2. Training Needs Assessment Survey
3. Performance Evaluation Survey
4. Onboarding Feedback Survey
5. Learning Effectiveness Survey
Having premade Freelance E-Learning Consultant 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. Monthly Project Review Meeting
2. Training Needs Assessment Meeting
3. Content Development Planning Meeting
4. Stakeholder Feedback Meeting
5. Performance Evaluation Meeting
To manage finances well, a Freelance E-Learning Consultant 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. Travel and Accommodation Budget Template
5. Professional Development and Training Budget Template
Dashboards are a useful way for a Freelance E-Learning Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Training Effectiveness Dashboard
2. Learning Management System (LMS) Usage Dashboard
3. Employee Performance Dashboard
4. Training Needs Analysis Dashboard
5. Training ROI (Return on Investment) Dashboard
For bidding or requesting work, a Freelance E-Learning Consultant 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. Training Needs Assessment Proposal
2. E-Learning Course Development Proposal
3. Learning Management System Implementation Proposal
4. Virtual Training Workshop Proposal
5. Performance Evaluation and Improvement Proposal
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