Freelance HR Process Improvement Consultant Templates
There is a huge number of templates that someone in the Freelance HR Process Improvement 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 HR Process Improvement 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 HR Process Improvement Report
2. Employee Performance Evaluation Template
3. Training Needs Assessment Spreadsheet
4. HR Metrics Dashboard
5. Onboarding Checklist Template
6. Employee Satisfaction Survey Template
7. HR Policy and Procedure Manual
8. Job Description Template
9. Exit Interview Questionnaire
10. Training Evaluation Form
Reports
Reports are often prepared by a Freelance HR Process Improvement 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. Employee Turnover Report
2. Training Needs Assessment Report
3. Performance Appraisal Report
4. Recruitment Metrics Report
5. Employee Satisfaction Survey Report
6. HR Compliance Audit Report
7. Compensation and Benefits Analysis Report
8. Diversity and Inclusion Report
9. HR Analytics Dashboard Report
10. Succession Planning 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 HR Process Improvement Consultant does and how they do it.
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Presentations
Freelance HR Process Improvement 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 Performance Report
2. Training Needs Assessment Presentation
3. Employee Engagement Survey Results
4. HR Process Improvement Recommendations
5. Diversity and Inclusion Training Workshop
Legal Docs
There are several key times when a Freelance HR Process Improvement 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 Agreement Template
2. Non-Disclosure Agreement Template
3. Performance Improvement Plan Template
4. Employee Handbook Template
5. Termination Letter Template
Health & Safety Templates
Health & Safety templates for a Freelance HR Process Improvement Consultant 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 HR Process Improvement Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Employee Training Calendar
3. Recruitment and Hiring Calendar
4. Performance Evaluation Calendar
5. HR Policy Review Calendar
Invoice Templates
Several types of Freelance HR Process Improvement Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly HR Process Improvement Consultation Invoice
2. HR Training Workshop Invoice
3. HR Policy Development Invoice
4. Employee Performance Evaluation Invoice
5. HR Recruitment and Selection Invoice
Survey Templates
For a Freelance HR Process Improvement Consultant to get insights related to the work they do, they need to send out Freelance HR Process Improvement 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. Onboarding Experience Survey
5. Exit Interview Survey
Meeting Agendas
Having premade Freelance HR Process Improvement 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 Process Review Meeting
2. Training Needs Assessment Meeting
3. Performance Evaluation Meeting
4. Employee Engagement Meeting
5. HR Policy and Procedure Update Meeting
Budget Templates
To manage finances well, a Freelance HR Process Improvement 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. Marketing and Advertising Budget
5. Professional Development and Training Budget
Dashboards
Dashboards are a useful way for a Freelance HR Process Improvement Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. HR Metrics Dashboard
2. Employee Engagement Dashboard
3. Recruitment and Onboarding Dashboard
4. Training and Development Dashboard
5. Performance Management Dashboard
Proposal Templates
For bidding or requesting work, a Freelance HR Process Improvement 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 HR Training Proposal
2. Employee Performance Evaluation Proposal
3. Recruitment and Selection Process Enhancement Proposal
4. Employee Engagement and Retention Strategy Proposal
5. HR Policy and Procedure Review 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 HR Process Improvement Consultant 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.