Freelance Editor Templates

Freelance Editor Templates

There is a huge number of templates that someone in the Freelance Editor 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 Editor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Training Schedule
2. Employee Performance Evaluation
3. Training Needs Assessment
4. Employee Handbook
5. Job Description Template
6. Training Evaluation Form
7. Training Budget Spreadsheet
8. Training Attendance Sheet
9. Employee Onboarding Checklist
10. Training Program Proposal

Reports

Reports are often prepared by a Freelance Editor 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. Payroll Report
2. Employee Performance Report
3. Training Needs Assessment Report
4. Employee Satisfaction Survey Report
5. Recruitment Report
6. Time and Attendance Report
7. Benefits Report
8. Compliance Report
9. Succession Planning Report
10. Diversity and Inclusion 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 Editor does and how they do it.

1. Employee Onboarding SOP
2. Performance Evaluation SOP
3. Training Program Development SOP
4. Recruitment Process SOP
5. Employee Handbook SOP
6. Conflict Resolution SOP
7. HR Policy Development SOP
8. Employee Termination SOP
9. Diversity and Inclusion SOP
10. Employee Engagement SOP

Presentations

Freelance Editor 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. Monthly Training Report
2. Employee Performance Review
3. HR Policy Update
4. Onboarding Presentation
5. Diversity and Inclusion Training

Legal Docs

There are several key times when a Freelance Editor 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Independent Contractor Agreement Template
4. Employee Handbook Template
5. Performance Evaluation Template

Health & Safety Templates

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

1. Editorial Calendar: This calendar helps me plan and organize my editing tasks for different HR and training projects each month.
2. Project Calendar: This calendar allows me to track the deadlines and milestones for each specific HR and training project I am working on.
3. Meeting Calendar: This calendar helps me schedule and keep track of all the HR and training meetings I need to attend or facilitate each month.
4. Content Calendar: This calendar helps me plan and schedule the creation and delivery of HR and training content for various platforms.
5. Personal Calendar: This calendar helps me manage my personal commitments and ensure a healthy work-life balance while working as a freelance editor in the HR and training industry

Invoice Templates

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

1. Monthly Editing Services Invoice
2. Training Materials Editing Invoice
3. HR Policy Manual Editing Invoice
4. Employee Handbook Editing Invoice
5. Recruitment Materials Editing Invoice

Survey Templates

For a Freelance Editor to get insights related to the work they do, they need to send out Freelance Editor 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 Experience Survey
5. Diversity and Inclusion Survey

Meeting Agendas

Having premade Freelance Editor 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 Editorial Meeting
2. HR Training Content Review Meeting
3. Client Feedback and Revisions Meeting
4. Team Collaboration and Brainstorming Meeting
5. Performance Evaluation and Goal Setting Meeting

Budget Templates

To manage finances well, a Freelance Editor 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 Entertainment Budget Template
5. Professional Development Budget Template

Dashboards

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

1. Monthly Performance Dashboard
2. Content Creation Dashboard
3. Client Engagement Dashboard
4. Revenue and Expenses Dashboard
5. Project Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Editor 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 Program Proposal
2. Employee Handbook Proposal
3. Leadership Development Proposal
4. Performance Evaluation Proposal
5. Diversity and Inclusion Training 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 Editor 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.