Freelance Learning And Development Specialist Templates
There is a huge number of templates that someone in the Freelance Learning And Development Specialist 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 Learning And Development 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. Training Needs Assessment Template
2. Training Plan Template
3. Training Evaluation Form Template
4. Training Attendance Sheet Template
5. Training Feedback Survey Template
6. Training Budget Template
7. Training Schedule Template
8. Training Materials Checklist Template
9. Training Completion Certificate Template
10. Training ROI Analysis Template
Reports
Reports are often prepared by a Freelance Learning And Development 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. Training Needs Assessment Report
2. Training Evaluation Report
3. Learning and Development Budget Report
4. Training Attendance Report
5. Training Effectiveness Report
6. Learning and Development ROI Report
7. Employee Performance Improvement Report
8. Training Program Completion Report
9. Learning and Development Trends Report
10. Training Feedback Analysis 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 Learning And Development Specialist does and how they do it.
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Presentations
Freelance Learning And Development 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. Introduction to Training Programs
2. Employee Onboarding and Orientation
3. Leadership Development and Succession Planning
4. Performance Management and Appraisal
5. Diversity and Inclusion Training
Legal Docs
There are several key times when a Freelance Learning And Development 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. Training Program Agreement Template
4. Intellectual Property Assignment Template
5. Independent Contractor Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Learning And Development 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. Training Needs Analysis Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Learning And Development 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. Onboarding and Orientation Calendar
4. Leadership Development Calendar
5. Compliance Training Calendar
Invoice Templates
Several types of Freelance Learning And Development Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Training Services Invoice
2. Consulting Services Invoice
3. Workshop Facilitation Invoice
4. e-Learning Development Invoice
5. Training Materials Invoice
Survey Templates
For a Freelance Learning And Development Specialist to get insights related to the work they do, they need to send out Freelance Learning And Development 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
Meeting Agendas
Having premade Freelance Learning And Development 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 Training Needs Assessment Meeting
2. Learning and Development Strategy Meeting
3. Training Program Design and Development Meeting
4. Training Delivery and Evaluation Meeting
5. Performance Review and Improvement Meeting
Budget Templates
To manage finances well, a Freelance Learning And Development 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. Travel and Accommodation Budget
4. Marketing and Advertising Budget
5. Professional Development Budget
Dashboards
Dashboards are a useful way for a Freelance Learning And Development Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Training Effectiveness Dashboard
2. Learning Management System (LMS) Dashboard
3. Employee Performance Dashboard
4. Training Needs Analysis Dashboard
5. Training Budget and ROI Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Learning And Development 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. Training Needs Assessment Proposal
2. Leadership Development Program Proposal
3. Employee Onboarding Proposal
4. Performance Management System Proposal
5. Diversity and Inclusion Training 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 Learning And Development 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.