Looking for Freelance Employee Experience Consultant Templates to download? See the main templates that a Freelance Employee Experience 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 Employee Experience 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 Employee Experience 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. Monthly Employee Performance Report
2. Training Needs Assessment Template
3. Employee Satisfaction Survey
4. Onboarding Checklist
5. Training Evaluation Form
6. Employee Handbook Template
7. Performance Improvement Plan
8. Training Schedule Template
9. Exit Interview Questionnaire
10. Employee Development Plan
Reports are often prepared by a Freelance Employee Experience 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. Employee Turnover Report
2. Training Needs Assessment Report
3. Performance Appraisal Report
4. Employee Engagement Survey Report
5. Diversity and Inclusion Report
6. Succession Planning Report
7. Compensation and Benefits Report
8. Recruitment Metrics Report
9. Learning and Development Report
10. HR Analytics 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 Employee Experience Consultant does and how they do it.
1. Employee Onboarding SOP
2. Performance Evaluation SOP
3. Training Needs Assessment SOP
4. Employee Engagement SOP
5. Talent Acquisition SOP
6. Succession Planning SOP
7. Employee Exit Process SOP
8. Diversity and Inclusion SOP
9. HR Policy Development SOP
10. Employee Recognition and Rewards SOP
Freelance Employee Experience 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. Monthly Training Progress Report
2. Employee Engagement Survey Results
3. Leadership Development Workshop Overview
4. Performance Evaluation Summary
5. Onboarding Program Effectiveness Analysis
There are several key times when a Freelance Employee Experience 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Independent Contractor Agreement Template
4. Employee Handbook Template
5. Performance Evaluation Template
Health & Safety templates for a Freelance Employee Experience 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template
Setting up Freelance Employee Experience Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Employee Performance Review Calendar
3. Recruitment and Hiring Calendar
4. Onboarding and Orientation Calendar
5. HR Policy and Compliance Calendar
Several types of Freelance Employee Experience Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Consulting Services Invoice
2. Training Workshop Invoice
3. HR Policy Development Invoice
4. Employee Performance Evaluation Invoice
5. Leadership Development Program Invoice
For a Freelance Employee Experience Consultant to get insights related to the work they do, they need to send out Freelance Employee Experience 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. Onboarding Experience Survey
4. Performance Evaluation Survey
5. Exit Interview Survey
Having premade Freelance Employee Experience 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 Team Performance Review
2. Training Needs Assessment Meeting
3. Employee Engagement Strategy Meeting
4. Leadership Development Workshop
5. HR Policy and Procedure Review Meeting
To manage finances well, a Freelance Employee Experience Consultant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Client Billing Template
4. Travel and Accommodation Budget
5. Professional Development Budget
Dashboards are a useful way for a Freelance Employee Experience Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Employee Engagement Dashboard
2. Training Effectiveness Dashboard
3. Performance Management Dashboard
4. Diversity and Inclusion Dashboard
5. Talent Acquisition Dashboard
For bidding or requesting work, a Freelance Employee Experience 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. Employee Training Program Proposal
2. Performance Evaluation System Proposal
3. Leadership Development Workshop Proposal
4. Diversity and Inclusion Training Proposal
5. Employee Engagement Survey Proposal
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 Employee Experience Consultant 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.
