Freelance IT Consultant Templates

Freelance IT Consultant Templates

There is a huge number of templates that someone in the Freelance IT 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 IT 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. Project Proposal Template
2. Project Scope Template
3. Project Plan Template
4. Risk Assessment Template
5. Technical Documentation Template
6. Test Plan Template
7. Change Request Template
8. Status Report Template
9. Invoice Template
10. Timesheet Template

Reports

Reports are often prepared by a Freelance IT 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. Monthly Project Status Report
2. Financial Performance Report
3. Resource Allocation Report
4. Risk Assessment Report
5. Quality Assurance Report
6. Client Satisfaction Report
7. Time Tracking Report
8. Bug Tracking Report
9. Software Development Progress Report
10. IT Infrastructure 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 Consultant does and how they do it.

1. Project Initiation SOP
2. Requirements Gathering SOP
3. System Design SOP
4. Development SOP
5. Testing and Quality Assurance SOP
6. Deployment SOP
7. Maintenance and Support SOP
8. Change Management SOP
9. Documentation SOP
10. Client Communication SOP

Presentations

Freelance IT 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. Project Overview Template
2. Technical Analysis Template
3. Progress Report Template
4. Budget and Resource Allocation Template
5. Recommendations and Next Steps Template

Legal Docs

There are several key times when a Freelance IT 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. Non-Disclosure Agreement (NDA)
2. Service Level Agreement (SLA)
3. Master Services Agreement (MSA)
4. Independent Contractor Agreement
5. Software License Agreement

Health & Safety Templates

Health & Safety templates for a Freelance IT 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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Project Calendar
2. Task Calendar
3. Meeting Calendar
4. Deadlines Calendar
5. Personal Calendar

Invoice Templates

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

1. Monthly IT Services Invoice
2. Software Development Invoice
3. Website Design and Development Invoice
4. IT Support and Maintenance Invoice
5. Project Management Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Project Evaluation Survey
3. Technical Support Feedback Survey
4. Software Usability Survey
5. IT Training Needs Assessment Survey

Meeting Agendas

Having premade Freelance IT 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. Project Kickoff Meeting
2. Weekly Status Meeting
3. Client Feedback Meeting
4. Technical Review Meeting
5. Project Closure Meeting

Budget Templates

To manage finances well, a Freelance IT Consultant would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income Budget Template
2. Expense Budget Template
3. Project Budget Template
4. Savings Budget Template
5. Tax Budget Template

Dashboards

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

1. Project Progress Dashboard
2. Financial Performance Dashboard
3. Resource Allocation Dashboard
4. Client Satisfaction Dashboard
5. Risk Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance IT 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. Project Management Proposal
2. Software Development Proposal
3. Network Infrastructure Proposal
4. Cybersecurity Assessment Proposal
5. IT Support and Maintenance 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 Consultant 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.