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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Contents
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.
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. Risk Management Template
6. Project Status Report Template
7. Meeting Minutes Template
8. Resource Allocation Template
9. Project Closure Template
10. Invoice Template
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. Resource Allocation Report
3. Budget Report
4. Risk Assessment Report
5. Project Schedule Report
6. Quality Assurance Report
7. Stakeholder Communication Report
8. Procurement Report
9. Change Management Report
10. Lessons Learned 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 Freelance Project Manager does and how they do it.
1. Project Initiation Template
2. Project Planning Template
3. Risk Management Template
4. Communication Plan Template
5. Stakeholder Management Template
6. Quality Assurance Template
7. Change Management Template
8. Project Monitoring Template
9. Project Closure Template
10. Lessons Learned Template
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 Update Template
3. Budget Analysis Template
4. Risk Assessment Template
5. Stakeholder Meeting Template
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. Independent Contractor Agreement
3. Statement of Work (SOW)
4. Change Order Form
5. Project Completion Certificate
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. Equipment Inspection Checklist Template
5. Emergency Response Plan Template
Setting up Freelance Freelance Project Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Project Schedule Calendar
2. Task Assignment Calendar
3. Meeting and Conference Calendar
4. Resource Allocation Calendar
5. Project Milestone Calendar
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 Project Management Fee Invoice
2. Engineering Design Services Invoice
3. Architectural Consultation Invoice
4. Construction Project Invoice
5. Mileage and Travel Expenses Invoice
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. Project Progress Survey
3. Team Performance Survey
4. Stakeholder Feedback Survey
5. Quality Assurance Survey
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. Design Review Meeting
4. Stakeholder Update Meeting
5. Project Closure Meeting
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. Business Expense Tracker
5. Savings and Investment Tracker
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 Progress Dashboard
2. Resource Allocation Dashboard
3. Financial Performance Dashboard
4. Risk Management Dashboard
5. Client Satisfaction Dashboard
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 Scope and Timeline Proposal
2. Cost Estimation and Budget Proposal
3. Resource Allocation and Team Structure Proposal
4. Risk Management and Mitigation Proposal
5. Quality Assurance and Control Proposal
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