Freelance IT Solutions Architect Templates

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

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Freelance IT Solutions Architect Templates

There is a huge number of templates that someone in the Freelance IT Solutions Architect 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 Solutions Architect. 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. Requirements Gathering Template
3. Technical Design Document Template
4. Test Plan Template
5. Change Request Template
6. Project Status Report Template
7. Risk Assessment Template
8. Deployment Plan Template
9. User Acceptance Testing Template
10. Lessons Learned Template


Reports are often prepared by a Freelance IT Solutions Architect 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. Project Status Report
2. Resource Allocation Report
3. Budget Analysis Report
4. Risk Assessment Report
5. Quality Assurance Report
6. System Performance Report
7. User Acceptance Testing Report
8. Change Request Report
9. Security Audit Report
10. Stakeholder Communication 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 IT Solutions Architect does and how they do it.

1. Project Initiation SOP Template
2. Requirements Gathering SOP Template
3. Design and Architecture SOP Template
4. Development SOP Template
5. Testing and Quality Assurance SOP Template
6. Deployment and Release SOP Template
7. Change Management SOP Template
8. Incident Management SOP Template
9. Maintenance and Support SOP Template
10. Project Closure SOP Template


Freelance IT Solutions Architect 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. Executive Summary Template
2. Project Status Update Template
3. Technical Solution Proposal Template
4. Client Presentation Template
5. Training and Workshop Template

Legal Docs

There are several key times when a Freelance IT Solutions Architect 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. Software License Agreement
5. Independent Contractor Agreement

Health & Safety Templates

Health & Safety templates for a Freelance IT Solutions Architect 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 Response Plan Template
5. Health and Safety Inspection Checklist Template


Setting up Freelance IT Solutions Architect 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 Solutions Architect 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. Network Infrastructure Invoice
4. IT Consultation Invoice
5. Project Management Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. User Experience Survey
4. Market Research Survey
5. IT Needs Assessment Survey

Meeting Agendas

Having premade Freelance IT Solutions Architect 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. Design Review Meeting
4. Development Sprint Planning Meeting
5. Client Feedback and Review Meeting

Budget Templates

To manage finances well, a Freelance IT Solutions Architect 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. Business Expense Tracker
5. Savings and Investment Tracker


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

1. Project Status Dashboard
2. Resource Allocation Dashboard
3. Financial Performance Dashboard
4. Customer Satisfaction Dashboard
5. IT Infrastructure Health Dashboard

Proposal Templates

For bidding or requesting work, a Freelance IT Solutions Architect 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 Scope and Timeline Proposal
2. Technical Solution Proposal
3. Cost Estimation and Budget Proposal
4. System Integration Proposal
5. Security and Risk Assessment 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 Solutions Architect 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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