Freelance IT Assistant Templates

There is a huge number of templates that someone in the Freelance IT Assistant 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 IT Assistant. 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 IT Report
2. Project Plan Template
3. Network Diagram Template
4. IT Budget Spreadsheet
5. Change Request Form
6. Incident Report Template
7. IT Asset Inventory Spreadsheet
8. Service Level Agreement Template
9. IT Training Plan Template
10. IT Risk Assessment Template

Reports

Reports are often prepared by a Freelance IT Assistant 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 IT Performance Report
2. Network Security Report
3. Software Development Progress Report
4. Help Desk Ticket Report
5. Server Performance Report
6. IT Infrastructure Inventory Report
7. Backup and Recovery Report
8. User Access and Permissions Report
9. IT Budget and Expense Report
10. IT Project Status 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 IT Assistant does and how they do it.

1. New User Account Setup SOP
2. Network Troubleshooting SOP
3. Software Installation SOP
4. Data Backup and Recovery SOP
5. Security Patch Management SOP
6. Server Maintenance SOP
7. Email Configuration SOP
8. Remote Access Setup SOP
9. Printer Setup and Maintenance SOP
10. Help Desk Ticket Management SOP

Presentations

Freelance IT Assistant 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 Project Update
2. Client Progress Report
3. IT Training Workshop
4. Technical Support Guide
5. IT Security Audit

Legal Docs

There are several key times when a Freelance IT Assistant 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. Service Level Agreement (SLA)
3. Software License Agreement
4. Independent Contractor Agreement
5. Website Terms and Conditions

Health & Safety Templates

Health & Safety templates for a Freelance IT Assistant 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. Equipment Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Monthly Project Calendar
2. Task Tracker Calendar
3. Meeting Schedule Calendar
4. Deadlines Calendar
5. Personal Time Off Calendar

Invoice Templates

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

1. Monthly IT Support Invoice
2. Website Development Invoice
3. Software Installation Invoice
4. Network Setup and Configuration Invoice
5. Troubleshooting and Maintenance Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Website Usability Survey
3. IT Helpdesk Support Survey
4. Software Development Feedback Survey
5. IT Training Evaluation Survey

Meeting Agendas

Having premade Freelance IT Assistant 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 Team Meeting
2. Project Status Update Meeting
3. Client Feedback Meeting
4. IT Training Session
5. Weekly Task Review Meeting

Budget Templates

To manage finances well, a Freelance IT Assistant 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 Invoicing Template
4. Travel and Expense Reimbursement Template
5. Annual Budget Forecast Template

Dashboards

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

1. Sales Performance Dashboard
2. Website Traffic Dashboard
3. Project Management Dashboard
4. Financial Analysis Dashboard
5. Customer Support Dashboard

Proposal Templates

For bidding or requesting work, a Freelance IT Assistant 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. Project Management Proposal
2. Software Development Proposal
3. Network Infrastructure Proposal
4. IT Security Proposal
5. IT Consultancy 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 IT Assistant 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.

Freelance IT Assistant Templates