Freelance Human Resources Development Consultant Templates
There is a huge number of templates that someone in the Freelance Human Resources Development 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 Human Resources Development 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 Needs Assessment Report
2. Employee Performance Evaluation Template
3. Training Program Proposal Template
4. Training Session Feedback Form
5. Employee Satisfaction Survey Template
6. Onboarding Checklist Template
7. Training Budget Template
8. Training Calendar Template
9. Employee Training Plan Template
10. Training Evaluation Report Template
Reports
Reports are often prepared by a Freelance Human Resources Development 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. Diversity and Inclusion Report
5. Succession Planning Report
6. Employee Engagement Survey Report
7. Compensation and Benefits Report
8. Recruitment Metrics Report
9. Learning and Development Report
10. HR Analytics 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 Human Resources Development Consultant does and how they do it.
1. Employee Onboarding SOP
2. Performance Management SOP
3. Training Needs Assessment SOP
4. Talent Acquisition SOP
5. Employee Engagement SOP
6. Succession Planning SOP
7. HR Policy Development SOP
8. Compensation and Benefits SOP
9. Diversity and Inclusion SOP
10. Exit Interview SOP
Presentations
Freelance Human Resources Development 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 Training Progress Report
2. Employee Performance Evaluation
3. Leadership Development Workshop
4. Diversity and Inclusion Training
5. HR Policy and Procedure Review
Legal Docs
There are several key times when a Freelance Human Resources Development 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 Evaluation Template
4. Training Program Agreement Template
5. Independent Contractor Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Human Resources Development 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. Training Evaluation Template
5. Emergency Response Plan Template
Calendars
Setting up Freelance Human Resources Development Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Employee Performance Review Calendar
3. Recruitment and Hiring Calendar
4. Benefits Enrollment Calendar
5. HR Compliance and Legal Deadlines Calendar
Invoice Templates
Several types of Freelance Human Resources Development Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly HR Training Invoice
2. HR Consulting Services Invoice
3. Employee Development Workshop Invoice
4. Recruitment and Selection Services Invoice
5. Performance Management Training Invoice
Survey Templates
For a Freelance Human Resources Development Consultant to get insights related to the work they do, they need to send out Freelance Human Resources Development 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. Leadership Development Feedback Survey
5. Diversity and Inclusion Perception Survey
Meeting Agendas
Having premade Freelance Human Resources Development 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. Employee Engagement Meeting
5. Diversity and Inclusion Workshop
Budget Templates
To manage finances well, a Freelance Human Resources Development 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 Budget
Dashboards
Dashboards are a useful way for a Freelance Human Resources Development 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. Employee Engagement Dashboard
5. HR Budget and Expenses Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Human Resources Development 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. 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
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