Freelance Learning Consultant Templates

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

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Freelance Learning Consultant Templates

There is a huge number of templates that someone in the Freelance Learning 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 Learning 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. Training Needs Assessment Template
2. Training Plan Template
3. Training Evaluation Form Template
4. Training Attendance Sheet Template
5. Training Budget Template
6. Training Proposal Template
7. Training Agenda Template
8. Training Feedback Survey Template
9. Training Materials Checklist Template
10. Training Schedule Template


Reports are often prepared by a Freelance Learning 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. Training Needs Assessment Report
2. Training Evaluation Report
3. Learning and Development Budget Report
4. Training Attendance Report
5. Employee Performance Improvement Report
6. Training Effectiveness Analysis Report
7. Learning Management System Usage Report
8. Training ROI Report
9. Employee Satisfaction Survey Report
10. Training Program Completion 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 Learning Consultant does and how they do it.


Freelance Learning 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. Monthly Training Progress Report
2. Employee Performance Analysis
3. Leadership Development Workshop
4. Diversity and Inclusion Training
5. HR Policy and Procedure Review

Legal Docs

There are several key times when a Freelance Learning 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. Independent Contractor Agreement
3. Service Level Agreement (SLA)
4. Intellectual Property Assignment Agreement
5. Confidentiality Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Learning 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. Training Attendance Register Template
5. Emergency Evacuation Plan Template


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

1. Monthly Training Calendar
2. Employee Development Calendar
3. HR Events Calendar
4. Learning and Development Schedule
5. Training Program Timeline

Invoice Templates

Several types of Freelance Learning Consultant 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. HR Consulting Invoice
3. Workshop Facilitation Invoice
4. Learning Material Development Invoice
5. Virtual Training Invoice

Survey Templates

For a Freelance Learning Consultant to get insights related to the work they do, they need to send out Freelance Learning Consultant 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. Diversity and Inclusion Survey

Meeting Agendas

Having premade Freelance Learning 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. Monthly Training Needs Assessment Meeting
2. Learning Program Development Meeting
3. Progress Review Meeting
4. Client Feedback Meeting
5. Team Collaboration Meeting

Budget Templates

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

1. Monthly Income and Expenses Template
2. Project Budget Template
3. Travel and Accommodation Budget Template
4. Marketing and Advertising Budget Template
5. Professional Development and Training Budget Template


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

1. Learning and Development Dashboard
2. Employee Performance Dashboard
3. Training Effectiveness Dashboard
4. Talent Management Dashboard
5. HR Metrics Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Learning 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. 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 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.

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