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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Contents
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.
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. Training Needs Analysis Template
2. Course Outline Template
3. Learning Objectives Template
4. Instructional Design Plan Template
5. Storyboard Template
6. Assessment Template
7. Evaluation Template
8. Participant Feedback Template
9. Project Plan Template
10. Budget Template
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. Training Needs Assessment Report
2. Training Program Evaluation Report
3. Learning Management System Usage Report
4. Training Completion Report
5. Training Effectiveness Report
6. Employee Performance Improvement Report
7. Training Budget Analysis Report
8. Training ROI Report
9. Training Satisfaction Survey Report
10. Training Trends and Best Practices 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 Instructional Designer does and how they do it.
1. New Employee Onboarding SOP
2. Training Needs Assessment SOP
3. Curriculum Development SOP
4. E-Learning Module Creation SOP
5. Training Evaluation and Feedback SOP
6. Performance Management SOP
7. Leadership Development SOP
8. Diversity and Inclusion Training SOP
9. Compliance Training SOP
10. Employee Engagement and Motivation SOP
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 to HR Policies and Procedures
2. Employee Onboarding and Orientation
3. Performance Management and Appraisal
4. Diversity and Inclusion Training
5. Leadership Development and Succession Planning
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. Intellectual Property Assignment Agreement
4. Service Level Agreement (SLA)
5. Confidentiality Agreement
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 Training Attendance Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template
Setting up Freelance Instructional Designer calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Project Timeline Calendar
3. Content Development Calendar
4. Client Meeting Calendar
5. Deadlines and Deliverables Calendar
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 Training Program Invoice
2. Custom e-Learning Course Invoice
3. Workshop Facilitation Invoice
4. Learning Management System Setup Invoice
5. Content Development and Review Invoice
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. Employee Satisfaction Survey
2. Training Needs Assessment Survey
3. Performance Evaluation Survey
4. Onboarding Experience Survey
5. Learning Effectiveness Survey
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. Monthly Project Review Meeting
2. Training Needs Assessment Meeting
3. Content Development Meeting
4. Stakeholder Feedback Meeting
5. Performance Evaluation Meeting
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 Expenses Template
2. Project Budget Template
3. Marketing and Advertising Budget Template
4. Professional Development Budget Template
5. Client Billing and Invoicing Template
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. Training Program Performance Dashboard
2. Employee Engagement Dashboard
3. Learning Management System (LMS) Analytics Dashboard
4. Training Needs Assessment Dashboard
5. Training Evaluation and ROI Dashboard
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. Training Needs Assessment Proposal
2. Curriculum Development Proposal
3. E-Learning Module Proposal
4. Leadership Development Program Proposal
5. Performance Improvement Proposal
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