Freelance Freelance Ai Project Manager Templates
There is a huge number of templates that someone in the Freelance Freelance Ai Project Manager 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 Freelance Ai Project Manager. 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. Project Scope Template
3. Project Timeline Template
4. Project Budget Template
5. Project Status Report Template
6. Project Risk Assessment Template
7. Project Meeting Agenda Template
8. Project Meeting Minutes Template
9. Project Change Request Template
10. Project Closure Report Template
Reports
Reports are often prepared by a Freelance Freelance Ai Project Manager 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 Status Report
2. Resource Allocation Report
3. Budget Report
4. Risk Assessment Report
5. Task Completion Report
6. Quality Assurance Report
7. Stakeholder Communication Report
8. Team Performance Report
9. Project Timeline Report
10. Client Satisfaction 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 Freelance Ai Project Manager does and how they do it.
1. Project Initiation SOP
2. Project Planning SOP
3. Risk Management SOP
4. Communication Management SOP
5. Stakeholder Management SOP
6. Quality Assurance SOP
7. Change Management SOP
8. Resource Management SOP
9. Project Monitoring and Control SOP
10. Project Closure SOP
Presentations
Freelance Freelance Ai Project Manager 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 Status Update Template
2. Budget and Resource Allocation Template
3. Risk Management Template
4. Project Timeline Template
5. Stakeholder Communication Template
Legal Docs
There are several key times when a Freelance Freelance Ai Project Manager 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. Statement of Work (SOW)
4. Independent Contractor Agreement
5. Intellectual Property Assignment Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Freelance Ai Project Manager 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. Health and Safety Training Record Template
Calendars
Setting up Freelance Freelance Ai Project Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Team Availability Calendar
3. Client Meeting Calendar
4. Task Deadline Calendar
5. Project Milestone Calendar
Invoice Templates
Several types of Freelance Freelance Ai Project Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Project Invoice
2. Hourly Billing Invoice
3. Milestone Payment Invoice
4. Retainer Invoice
5. Expense Reimbursement Invoice
Survey Templates
For a Freelance Freelance Ai Project Manager to get insights related to the work they do, they need to send out Freelance Freelance Ai Project Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Client Satisfaction Survey
2. Project Progress Survey
3. Team Collaboration Survey
4. Stakeholder Feedback Survey
5. Quality Assurance Survey
Meeting Agendas
Having premade Freelance Freelance Ai Project Manager 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 Kickoff Meeting
2. Weekly Progress Meeting
3. Stakeholder Update Meeting
4. Design Review Meeting
5. Project Closure Meeting
Budget Templates
To manage finances well, a Freelance Freelance Ai Project Manager 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. Savings and Investment Tracker
5. Annual Budget Forecast Template
Dashboards
Dashboards are a useful way for a Freelance Freelance Ai Project Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Project Progress Dashboard
2. Resource Allocation Dashboard
3. Financial Performance Dashboard
4. Client Satisfaction Dashboard
5. Team Productivity Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Freelance Ai Project Manager 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 Scope and Timeline Proposal
2. Cost Estimation and Budget Proposal
3. Technical Requirements and Specifications Proposal
4. Team Structure and Roles Proposal
5. Risk Management and Mitigation 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 Freelance Ai Project Manager 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.