Looking for Freelance Freelance Career Coach Templates to download? See the main templates that a Freelance Freelance Career Coach would use in their day-to-day work.
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Freelance Freelance Career Coach Templates
Contents
Freelance Freelance Career Coach Templates
There is a huge number of templates that someone in the Freelance Freelance Career Coach 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 Career Coach. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Client Intake Form
2. Career Assessment Worksheet
3. Resume Template
4. Cover Letter Template
5. Job Application Tracker
6. Interview Preparation Checklist
7. Networking Tracker
8. Career Development Plan
9. Invoice Template
10. Monthly Income and Expense Tracker
Reports
Reports are often prepared by a Freelance Freelance Career Coach 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 Client Progress Report
2. Job Market Analysis Report
3. Career Assessment Report
4. Resume and Cover Letter Review Report
5. Interview Preparation Report
6. Networking Strategies Report
7. Personal Branding Report
8. LinkedIn Profile Optimization Report
9. Career Development Workshop Evaluation Report
10. Client Satisfaction Survey 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 Career Coach does and how they do it.
1. Client Onboarding SOP
2. Resume Writing SOP
3. Interview Preparation SOP
4. Career Assessment SOP
5. Job Search Strategy SOP
6. LinkedIn Profile Optimization SOP
7. Networking SOP
8. Personal Branding SOP
9. Career Transition SOP
10. Performance Review SOP
Presentations
Freelance Freelance Career Coach 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 Career Development
2. Resume Writing and Job Search Strategies
3. Interview Preparation and Techniques
4. Personal Branding and Networking
5. Career Transition and Goal Setting
Legal Docs
There are several key times when a Freelance Freelance Career Coach 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. Coaching Agreement Template
2. Non-Disclosure Agreement Template
3. Independent Contractor Agreement Template
4. Client Intake Form Template
5. Liability Waiver Template
Health & Safety Templates
Health & Safety templates for a Freelance Freelance Career Coach 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 Freelance Career Coach calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Coaching Schedule
2. Client Appointment Calendar
3. Training Workshop Calendar
4. Networking Events Calendar
5. Personal Development Plan Calendar
Invoice Templates
Several types of Freelance Freelance Career Coach invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Coaching Services Invoice
2. Workshop and Training Invoice
3. Resume Writing Services Invoice
4. Career Assessment and Development Invoice
5. Interview Preparation Services Invoice
Survey Templates
For a Freelance Freelance Career Coach to get insights related to the work they do, they need to send out Freelance Freelance Career Coach 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. Career Development Survey
5. Job Satisfaction Survey
Meeting Agendas
Having premade Freelance Freelance Career Coach 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 Career Development Workshop
2. Performance Review Meeting
3. Job Search Strategy Session
4. Leadership Training Seminar
5. Team Building and Collaboration Workshop
Budget Templates
To manage finances well, a Freelance Freelance Career Coach would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Marketing and Advertising Budget
4. Professional Development and Training Budget
5. Savings and Investment Plan
Dashboards
Dashboards are a useful way for a Freelance Freelance Career Coach to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Performance Metrics Dashboard
2. Client Progress Dashboard
3. Job Market Trends Dashboard
4. Revenue and Expenses Dashboard
5. Training Program Effectiveness Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Freelance Career Coach 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. Career Development Workshop Proposal
2. Leadership Training Program Proposal
3. Resume Writing and Interview Skills Workshop Proposal
4. Employee Performance Evaluation Proposal
5. Team Building and Communication Skills Training Proposal
Get Your Template Made
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