Freelance HR Project Manager Templates

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

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Freelance HR Project Manager Templates

There is a huge number of templates that someone in the Freelance HR 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 HR 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 Plan Template
2. Project Status Report Template
3. Meeting Agenda Template
4. Meeting Minutes Template
5. Training Needs Assessment Template
6. Training Plan Template
7. Employee Performance Evaluation Template
8. Recruitment Tracker Template
9. Onboarding Checklist Template
10. HR Budget Template


Reports are often prepared by a Freelance HR 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. Employee Performance Report
2. Training Needs Assessment Report
3. Recruitment and Hiring Report
4. Employee Satisfaction Survey Report
5. Diversity and Inclusion Report
6. Compensation and Benefits Analysis Report
7. Employee Turnover Report
8. HR Policy Compliance Report
9. Training Effectiveness Report
10. Succession Planning 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 HR Project Manager does and how they do it.


Freelance HR 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. Monthly HR Metrics Report
2. Employee Training Progress Update
3. Recruitment Strategy Presentation
4. Performance Appraisal Results Analysis
5. Diversity and Inclusion Initiatives Overview

Legal Docs

There are several key times when a Freelance HR 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Independent Contractor Agreement Template
4. Employee Handbook Template
5. Performance Evaluation Template

Health & Safety Templates

Health & Safety templates for a Freelance HR 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


Setting up Freelance HR Project Manager 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 Calendar
4. Performance Evaluation Calendar
5. HR Policy Review Calendar

Invoice Templates

Several types of Freelance HR 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. Hourly Consulting Services Invoice
3. Training Workshop Invoice
4. Recruitment Services Invoice
5. HR Policy Development Invoice

Survey Templates

For a Freelance HR Project Manager to get insights related to the work they do, they need to send out Freelance HR Project Manager 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 Feedback Survey
5. Exit Interview Survey

Meeting Agendas

Having premade Freelance HR 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. Monthly Project Status Meeting
2. Team Collaboration Meeting
3. Stakeholder Update Meeting
4. Training Needs Assessment Meeting
5. Performance Review Meeting

Budget Templates

To manage finances well, a Freelance HR 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 Billing Template
4. Travel and Expense Reimbursement Form
5. Annual Budget Forecast Template


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

1. Employee Performance Dashboard
2. Recruitment Metrics Dashboard
3. Training and Development Dashboard
4. Employee Engagement Dashboard
5. HR Budget and Expenses Dashboard

Proposal Templates

For bidding or requesting work, a Freelance HR 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. Training Needs Assessment Proposal
2. Employee Engagement Survey Proposal
3. Performance Management System Proposal
4. Leadership Development Program Proposal
5. Diversity and Inclusion Training 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 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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