Freelance Global HR and Training Consultant Templates
There is a huge number of templates that someone in the Freelance Global HR and Training Consultant 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 Global HR and Training Consultant. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Training Report
2. Employee Performance Evaluation
3. Training Needs Assessment
4. HR Policies and Procedures Manual
5. Employee Onboarding Checklist
6. Training Session Feedback Form
7. Job Description Template
8. Training Budget Spreadsheet
9. Employee Exit Interview Form
10. Training Program Evaluation
Reports
Reports are often prepared by a Freelance Global HR and Training Consultant 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 Employee Performance Report
2. Training Needs Assessment Report
3. Diversity and Inclusion Metrics Report
4. Employee Engagement Survey Report
5. Global HR Compliance Report
6. Training Program Evaluation Report
7. Talent Acquisition Metrics Report
8. Compensation and Benefits Analysis Report
9. Succession Planning Report
10. Global HR Budget 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 Global HR and Training Consultant does and how they do it.
1. Employee Onboarding SOP
2. Performance Management SOP
3. Training Needs Assessment SOP
4. Recruitment and Selection SOP
5. Employee Engagement SOP
6. Succession Planning SOP
7. HR Policy and Procedure SOP
8. Training Program Development SOP
9. Diversity and Inclusion SOP
10. Employee Exit Process SOP
Presentations
Freelance Global HR and Training Consultant 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. Monthly HR Metrics Report
2. Employee Training Progress Update
3. Diversity and Inclusion Workshop Presentation
4. Performance Management Review
5. Global HR Best Practices Seminar
Legal Docs
There are several key times when a Freelance Global HR and Training Consultant 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. Employment Contract Template
2. Non-Disclosure Agreement Template
3. Performance Review Template
4. Training Agreement Template
5. Termination Letter Template
Health & Safety Templates
Health & Safety templates for a Freelance Global HR and Training Consultant ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Risk Assessment Template
2. Incident Report Template
3. Emergency Evacuation Plan Template
4. Health and Safety Training Plan Template
5. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Global HR and Training Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Global HR Meeting Calendar
3. Employee Development Calendar
4. Compliance Training Calendar
5. International Training Schedule
Invoice Templates
Several types of Freelance Global HR and Training Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly HR Consulting Services Invoice
2. Training Workshop Invoice
3. Recruitment Services Invoice
4. Employee Development Program Invoice
5. Global HR Strategy Consulting Invoice
Survey Templates
For a Freelance Global HR and Training Consultant to get insights related to the work they do, they need to send out Freelance Global HR and Training Consultant 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. Diversity and Inclusion Survey
5. Exit Interview Survey
Meeting Agendas
Having premade Freelance Global HR and Training Consultant 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 HR Strategy Meeting
2. Training Needs Assessment Meeting
3. Performance Review Meeting
4. Diversity and Inclusion Workshop
5. Employee Engagement and Retention Meeting
Budget Templates
To manage finances well, a Freelance Global HR and Training Consultant 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. Travel and Accommodation Budget
4. Training Program Budget
5. Marketing and Advertising Budget
Dashboards
Dashboards are a useful way for a Freelance Global HR and Training Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Employee Performance Dashboard
2. Training Needs Assessment Dashboard
3. Recruitment Metrics Dashboard
4. Diversity and Inclusion Dashboard
5. Learning and Development Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Global HR and Training Consultant 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. Monthly Training Needs Assessment Proposal
2. Employee Engagement and Retention Strategy Proposal
3. Leadership Development Program Proposal
4. Diversity and Inclusion Training Proposal
5. Performance Management System Implementation Proposal
Get Your Template Made
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