Looking for Freelance Independent HR and Training Consultant Templates to download? See the main templates that a Freelance Independent HR and Training Consultant would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Independent HR and Training Consultant role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Independent 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 Schedule
2. Employee Performance Evaluation Form
3. Training Needs Assessment Template
4. HR Policies and Procedures Manual
5. Employee Onboarding Checklist
6. Training Evaluation Survey
7. Job Description Template
8. Employee Exit Interview Form
9. Training Budget Template
10. Employee Training Record Template
Reports are often prepared by a Freelance Independent 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. Employee Performance Report
2. Training Needs Assessment Report
3. Employee Satisfaction Survey Report
4. Training Evaluation Report
5. Recruitment and Selection Report
6. HR Metrics and Analytics Report
7. Diversity and Inclusion Report
8. Employee Turnover Report
9. Compensation and Benefits Report
10. Training Budget 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 Independent 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. HR Policy and Procedure Development SOP
7. Compensation and Benefits Administration SOP
8. Employee Separation and Offboarding SOP
9. Training Program Development SOP
10. HR Metrics and Reporting SOP
Freelance Independent 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 Needs Assessment
3. Performance Review Presentation
4. Diversity and Inclusion Training Workshop
5. Onboarding Orientation Program
There are several key times when a Freelance Independent 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 Improvement Plan Template
4. Harassment Complaint Form Template
5. Training Evaluation Form Template
Health & Safety templates for a Freelance Independent HR and Training 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
Setting up Freelance Independent HR and Training 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. Compliance and Legal Calendar
5. HR Policy and Procedure Review Calendar
Several types of Freelance Independent 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. HR Policy and Procedure Review Invoice
For a Freelance Independent HR and Training Consultant to get insights related to the work they do, they need to send out Freelance Independent 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. Onboarding Feedback Survey
5. Exit Interview Survey
Having premade Freelance Independent 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. Employee Engagement Meeting
5. Diversity and Inclusion Workshop
To manage finances well, a Freelance Independent 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. Marketing and Advertising Budget
5. Professional Development and Training Budget
Dashboards are a useful way for a Freelance Independent 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. Employee Engagement Dashboard
5. Training Evaluation Dashboard
For bidding or requesting work, a Freelance Independent 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. Employee Training and Development Proposal
2. Performance Management System Proposal
3. Recruitment and Selection Process Improvement Proposal
4. Diversity and Inclusion Training Proposal
5. Leadership Development Program Proposal
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