Freelance Freelance Project Manager Templates

Looking for Freelance Freelance Project Manager Templates to download? See the main templates that a Freelance Freelance Project Manager would use in their day-to-day work.

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Freelance Freelance Project Manager Templates

There is a huge number of templates that someone in the Freelance Freelance 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 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 Schedule Template
4. Project Budget Template
5. Project Status Report Template
6. Project Risk Assessment Template
7. Project Communication Plan Template
8. Project Meeting Agenda Template
9. Project Change Request Template
10. Project Closure Report Template

Reports

Reports are often prepared by a Freelance Freelance 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. Time Tracking Report
3. Budget Report
4. Resource Allocation Report
5. Task Completion Report
6. Quality Assurance Report
7. Client Satisfaction Report
8. Revenue Report
9. Expense Report
10. Project Evaluation 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 Project Manager does and how they do it.

1. Project Initiation SOP
2. Client Communication SOP
3. Scope Definition SOP
4. Task Assignment SOP
5. Time Management SOP
6. Quality Assurance SOP
7. Risk Management SOP
8. Project Closure SOP
9. Stakeholder Engagement SOP
10. Performance Evaluation SOP

Presentations

Freelance Freelance 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 Overview Template
2. Progress Report Template
3. Budget Analysis Template
4. Client Feedback Template
5. Project Closure Template

Legal Docs

There are several key times when a Freelance Freelance 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. Freelance Contract
4. Copyright Assignment Agreement
5. Independent Contractor Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Freelance 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template

Calendars

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

1. Monthly Project Calendar
2. Editorial Calendar
3. Client Meeting Calendar
4. Deadlines Calendar
5. Marketing and Promotion Calendar

Invoice Templates

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

1. Monthly Writing Services Invoice
2. Translation Services Invoice
3. Editing and Proofreading Invoice
4. Content Creation Invoice
5. Project Management Services Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Writer Feedback Survey
3. Translation Quality Survey
4. Project Management Effectiveness Survey
5. Time Management Survey

Meeting Agendas

Having premade Freelance Freelance 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 Kick-off Meeting
2. Weekly Progress Meeting
3. Client Feedback Meeting
4. Team Collaboration Meeting
5. Project Closure Meeting

Budget Templates

To manage finances well, a Freelance Freelance 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. Tax Deduction Tracker
5. Savings and Investment Planner

Dashboards

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

1. Project Overview Dashboard
2. Task Progress Dashboard
3. Financial Performance Dashboard
4. Client Satisfaction Dashboard
5. Resource Allocation Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Freelance 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 Proposal for Website Content Writing
2. Proposal for Translation Services for Marketing Materials
3. Proposal for Editing and Proofreading of Academic Papers
4. Proposal for Social Media Content Management
5. Proposal for Copywriting Services for Product Descriptions

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 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.

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