Freelance Learning Technology Coordinator Templates
There is a huge number of templates that someone in the Freelance Learning Technology Coordinator 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 Technology Coordinator. 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. Training Needs Assessment
3. Training Evaluation Form
4. Learning Management System Report
5. Training Budget Spreadsheet
6. Training Attendance Sheet
7. Training Materials Checklist
8. Training Feedback Survey
9. Training Proposal Template
10. Training Progress Report
Reports
Reports are often prepared by a Freelance Learning Technology Coordinator 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 Training Attendance Report
2. Learning Management System (LMS) Usage Report
3. Training Needs Assessment Report
4. Training Evaluation Report
5. Employee Performance Report
6. Training Budget Report
7. Training Completion Report
8. Training Effectiveness Report
9. Learning and Development ROI Report
10. Training Compliance 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 Technology Coordinator does and how they do it.
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Presentations
Freelance Learning Technology Coordinator 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 Onboarding Presentation
3. Leadership Development Workshop
4. Performance Evaluation Review
5. HR Policy and Compliance Training
Legal Docs
There are several key times when a Freelance Learning Technology Coordinator 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 Agreement
3. Independent Contractor Agreement
4. Intellectual Property Assignment Agreement
5. Confidentiality Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Learning Technology Coordinator 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
Calendars
Setting up Freelance Learning Technology Coordinator 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 Technology Implementation Calendar
5. Training Evaluation Calendar
Invoice Templates
Several types of Freelance Learning Technology Coordinator 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. Learning Management System (LMS) Subscription Invoice
3. Custom e-Learning Development Invoice
4. Virtual Classroom Training Invoice
5. Learning Technology Consultation Invoice
Survey Templates
For a Freelance Learning Technology Coordinator to get insights related to the work they do, they need to send out Freelance Learning Technology Coordinator 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. Learning Management System Feedback Survey
5. Onboarding Experience Survey
Meeting Agendas
Having premade Freelance Learning Technology Coordinator 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 Team Meeting
2. Project Planning Meeting
3. Training Needs Assessment Meeting
4. Stakeholder Update Meeting
5. Evaluation and Feedback Meeting
Budget Templates
To manage finances well, a Freelance Learning Technology Coordinator 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. Training Materials and Resources Budget
5. Marketing and Advertising Budget
Dashboards
Dashboards are a useful way for a Freelance Learning Technology Coordinator to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Training Attendance Dashboard
2. Learning Management System (LMS) Usage Dashboard
3. Employee Performance Metrics Dashboard
4. Training Program Effectiveness Dashboard
5. Learning Technology Budget Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Learning Technology Coordinator 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. Monthly Training Needs Assessment Proposal
2. Learning Management System Implementation Proposal
3. E-Learning Course Development Proposal
4. Virtual Training Workshop Proposal
5. Employee Performance Evaluation System Proposal
Get Your Template Made
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