Freelance Instructional Designer Templates

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

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Freelance Instructional Designer Templates

There is a huge number of templates that someone in the Freelance Instructional Designer 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 Instructional Designer. 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 Proposal Template
2. Instructional Design Plan Template
3. Content Outline Template
4. Storyboard Template
5. Assessment Template
6. Evaluation Survey Template
7. Training Needs Analysis Template
8. Project Schedule Template
9. Budget Template
10. Invoice Template

Reports

Reports are often prepared by a Freelance Instructional Designer 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. Monthly Project Status Report
2. Client Feedback Report
3. Time and Expense Report
4. Training Needs Assessment Report
5. Course Evaluation Report
6. Learning Management System (LMS) Usage Report
7. Content Development Progress Report
8. Quality Assurance Report
9. Competitor Analysis Report
10. Revenue and Profitability 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 Instructional Designer does and how they do it.

1. Project Initiation SOP
2. Needs Analysis SOP
3. Content Development SOP
4. Instructional Design SOP
5. Storyboarding SOP
6. Graphic Design SOP
7. Multimedia Integration SOP
8. Quality Assurance SOP
9. Client Review SOP
10. Final Delivery SOP

Presentations

Freelance Instructional Designer 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. Introduction Template
2. Content Overview Template
3. Instructional Design Template
4. Assessment Template
5. Conclusion and Next Steps Template

Legal Docs

There are several key times when a Freelance Instructional Designer 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. Non-Disclosure Agreement (NDA)
2. Independent Contractor Agreement
3. Copyright Assignment Agreement
4. Service Agreement
5. Terms and Conditions Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Instructional Designer 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 Instructional Designer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Content Creation Calendar
3. Client Meeting Calendar
4. Deadlines Calendar
5. Marketing and Promotion Calendar

Invoice Templates

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

1. Monthly Project Invoice
2. Hourly Rate Invoice
3. Mileage and Travel Expenses Invoice
4. Rush Job Invoice
5. Retainer Invoice

Survey Templates

For a Freelance Instructional Designer to get insights related to the work they do, they need to send out Freelance Instructional Designer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Course Evaluation Survey
3. Needs Assessment Survey
4. Content Review Survey
5. Feedback on Instructional Materials Survey

Meeting Agendas

Having premade Freelance Instructional Designer 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. Project Kick-off Meeting
2. Content Review Meeting
3. Stakeholder Feedback Meeting
4. Design and Development Meeting
5. Project Closure Meeting

Budget Templates

To manage finances well, a Freelance Instructional Designer 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 Payment Tracker
4. Tax Deduction Tracker
5. Savings and Investment Tracker

Dashboards

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

1. Project Progress Dashboard
2. Content Creation Dashboard
3. Client Feedback Dashboard
4. Revenue and Expenses Dashboard
5. Time Tracking Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Instructional Designer 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. eLearning Course Proposal
2. Training Program Proposal
3. Instructional Design Consultation Proposal
4. Content Development Proposal
5. Learning Management System 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 Instructional Designer 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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