Freelance HR Trainer Templates

Freelance HR Trainer Templates

There is a huge number of templates that someone in the Freelance HR Trainer 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 Trainer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Training Needs Assessment Template
2. Training Plan Template
3. Training Evaluation Form Template
4. Training Attendance Sheet Template
5. Training Feedback Survey Template
6. Training Budget Template
7. Training Schedule Template
8. Training Materials Checklist Template
9. Training Certificate Template
10. Training ROI Calculation Template

Reports

Reports are often prepared by a Freelance HR Trainer 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 Training Attendance Report
2. Performance Evaluation Summary Report
3. Training Needs Assessment Report
4. Employee Satisfaction Survey Report
5. Training Program Effectiveness Report
6. Recruitment and Hiring Metrics Report
7. Employee Turnover Analysis Report
8. Training Budget Utilization Report
9. Compliance Training Completion Report
10. Training Evaluation Feedback 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 Trainer does and how they do it.

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Presentations

Freelance HR Trainer 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 Training Report
2. Employee Performance Review
3. Diversity and Inclusion Training
4. Leadership Development Workshop
5. Onboarding and Orientation Program

Legal Docs

There are several key times when a Freelance HR Trainer 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 Evaluation Template
4. Training Needs Assessment Template
5. Employee Handbook Template

Health & Safety Templates

Health & Safety templates for a Freelance HR Trainer 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. Training Attendance Template
4. Safety Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Monthly Training Calendar
2. Employee Attendance Calendar
3. Performance Evaluation Calendar
4. Recruitment and Hiring Calendar
5. HR Compliance Calendar

Invoice Templates

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

1. Monthly Training Services Invoice
2. Consulting Services Invoice
3. Workshop Registration Invoice
4. Travel Expenses Invoice
5. Training Materials Invoice

Survey Templates

For a Freelance HR Trainer to get insights related to the work they do, they need to send out Freelance HR Trainer 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. Diversity and Inclusion Survey

Meeting Agendas

Having premade Freelance HR Trainer 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 Training Needs Assessment Meeting
2. Performance Review Meeting
3. New Employee Orientation Meeting
4. Team Building Workshop Meeting
5. HR Policy and Procedure Update Meeting

Budget Templates

To manage finances well, a Freelance HR Trainer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Client Project Budget Template
3. Marketing and Advertising Budget Template
4. Professional Development and Training Budget Template
5. Savings and Investment Tracker

Dashboards

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

1. Employee Performance Dashboard
2. Training Effectiveness Dashboard
3. Recruitment Metrics Dashboard
4. Employee Engagement Dashboard
5. Learning and Development Dashboard

Proposal Templates

For bidding or requesting work, a Freelance HR Trainer 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. Leadership Development Program Proposal
3. Employee Engagement Survey Proposal
4. Performance Management System 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 Trainer 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.