Freelance Engineering Designer Templates

There is a huge number of templates that someone in the Freelance Engineering Designer 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 Engineering Designer. 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. Engineering Drawing Template
4. Bill of Materials Template
5. Cost Estimation Template
6. Project Schedule Template
7. Technical Report Template
8. Change Order Template
9. Client Invoice Template
10. Timesheet Template

Reports

Reports are often prepared by a Freelance Engineering Designer 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. Cost Analysis Report
4. Material Inventory Report
5. Quality Assurance Report
6. Client Satisfaction Report
7. Time Management Report
8. Resource Allocation Report
9. Revenue and Expense Report
10. Competitor Analysis 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 Engineering Designer does and how they do it.

1. Project Initiation SOP
2. Design Brief SOP
3. Concept Development SOP
4. Design Review SOP
5. Technical Drawing SOP
6. Material Selection SOP
7. Prototype Testing SOP
8. Design Modification SOP
9. Final Design Approval SOP
10. Project Closure SOP

Presentations

Freelance Engineering Designer 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 Progress Report Template
2. Design Proposal Template
3. Technical Presentation Template
4. Client Meeting Template
5. Engineering Conference Template

Legal Docs

There are several key times when a Freelance Engineering Designer 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. Intellectual Property Assignment Agreement
4. Independent Contractor Agreement
5. Statement of Work (SOW)

Health & Safety Templates

Health & Safety templates for a Freelance Engineering Designer 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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Freelance Engineering Designer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Schedule Calendar
2. Client Meeting Calendar
3. Design Review Calendar
4. Deadline Calendar
5. Personal Time Off Calendar

Invoice Templates

Several types of Freelance Engineering Designer 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. Project Management Invoice
3. Drafting and CAD Services Invoice
4. Consultation and Advisory Services Invoice
5. Reimbursement and Expenses Invoice

Survey Templates

For a Freelance Engineering Designer to get insights related to the work they do, they need to send out Freelance Engineering Designer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Employee Engagement Survey
5. Project Evaluation Survey

Meeting Agendas

Having premade Freelance Engineering Designer 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 Engineering Designer 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 Invoicing Template
4. Tax Deduction Tracker
5. Savings and Investment Tracker

Dashboards

Dashboards are a useful way for a Freelance Engineering Designer 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. Design Quality Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Engineering Designer 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. Project Design Proposal
2. Structural Analysis Proposal
3. Mechanical Engineering Proposal
4. Electrical System Design Proposal
5. Architectural Design 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 Engineering Designer 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.

Freelance Engineering Designer Templates