Looking for Freelance Lean HR and Training Specialist Templates to download? See the main templates that a Freelance Lean HR and Training Specialist 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 Lean HR and Training Specialist 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 Lean HR and Training Specialist. 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 Training Schedule
2. Employee Performance Evaluation Form
3. Training Needs Assessment Template
4. Onboarding Checklist
5. Employee Handbook Template
6. Training Evaluation Survey
7. Job Description Template
8. Training Budget Spreadsheet
9. Training Attendance Sheet
10. HR Metrics Dashboard
Reports are often prepared by a Freelance Lean HR and Training Specialist 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. Employee Performance Report
2. Training Needs Assessment Report
3. Training Evaluation Report
4. Employee Satisfaction Survey Report
5. Recruitment and Selection Report
6. Employee Turnover Report
7. Training Attendance Report
8. HR Metrics Report
9. Training Budget Report
10. Compliance and Legal 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 Lean HR and Training Specialist does and how they do it.
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Freelance Lean HR and Training Specialist 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 HR Metrics Report
2. Employee Training Progress Update
3. Performance Evaluation Summary
4. Onboarding Process Overview
5. Diversity and Inclusion Training Workshop
There are several key times when a Freelance Lean HR and Training Specialist 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. Employment Contract Template
2. Non-Disclosure Agreement Template
3. Performance Evaluation Template
4. Training Needs Assessment Template
5. Employee Handbook Template
Health & Safety templates for a Freelance Lean HR and Training Specialist 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. Training Attendance Register Template
5. Health and Safety Inspection Checklist Template
Setting up Freelance Lean HR and Training Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Employee Performance Review Calendar
3. Recruitment and Hiring Calendar
4. Employee Onboarding Calendar
5. HR Compliance Calendar
Several types of Freelance Lean HR and Training Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly HR Consulting Services Invoice
2. Training Workshop Invoice
3. Recruitment Services Invoice
4. Employee Development Program Invoice
5. Performance Management Consulting Invoice
For a Freelance Lean HR and Training Specialist to get insights related to the work they do, they need to send out Freelance Lean HR and Training Specialist 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 Feedback Survey
5. Leadership Development Survey
Having premade Freelance Lean HR and Training Specialist 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 HR Team Meeting
2. Training Needs Assessment Meeting
3. Performance Review Meeting
4. Employee Engagement Meeting
5. Leadership Development Meeting
To manage finances well, a Freelance Lean HR and Training Specialist 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. Training Program Budget
4. Marketing and Advertising Budget
5. Professional Development Budget
Dashboards are a useful way for a Freelance Lean HR and Training Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Employee Performance Dashboard
2. Training Needs Assessment Dashboard
3. Recruitment Metrics Dashboard
4. Employee Engagement Dashboard
5. Learning and Development Dashboard
For bidding or requesting work, a Freelance Lean HR and Training Specialist 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. Employee Training and Development Proposal
2. Performance Management System Proposal
3. Diversity and Inclusion Training Proposal
4. Leadership Development Program Proposal
5. Change Management Strategy Proposal
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 Lean HR and Training Specialist 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.
