Freelance Management Consultant Templates

Freelance Management Consultant Templates

There is a huge number of templates that someone in the Freelance Management 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 Management 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. Monthly Financial Report
2. Client Engagement Proposal
3. Project Plan Template
4. Risk Assessment Matrix
5. Stakeholder Analysis Template
6. SWOT Analysis Template
7. Meeting Agenda Template
8. Action Item Tracker
9. Time Tracking Spreadsheet
10. Client Satisfaction Survey

Reports

Reports are often prepared by a Freelance Management 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. Financial Performance Report
2. Client Satisfaction Survey Report
3. Case Analysis Report
4. Time and Expense Tracking Report
5. Staff Utilization Report
6. Marketing Effectiveness Report
7. Competitor Analysis Report
8. Project Status Report
9. Revenue Forecast Report
10. Risk Assessment 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 Management Consultant does and how they do it.

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Presentations

Freelance Management 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. Executive Summary Template
2. Financial Analysis Template
3. Project Status Update Template
4. Legal Compliance Template
5. Strategic Recommendations Template

Legal Docs

There are several key times when a Freelance Management 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. Consulting Agreement
3. Service Level Agreement (SLA)
4. Independent Contractor Agreement
5. Statement of Work (SOW)

Health & Safety Templates

Health & Safety templates for a Freelance Management 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Court Hearing Calendar
4. Deadlines Calendar
5. Business Development Calendar

Invoice Templates

Several types of Freelance Management Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client A Monthly Invoice
2. Client B Monthly Invoice
3. Client C Monthly Invoice
4. Client D Monthly Invoice
5. Client E Monthly Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Employee Engagement Survey
3. Market Research Survey
4. Training Needs Assessment Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Freelance Management 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 Strategy Review Meeting
2. Client Progress Update Meeting
3. Team Performance Evaluation Meeting
4. Project Planning and Execution Meeting
5. Legal Industry Trends and Insights Meeting

Budget Templates

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

1. Income and Expense Tracker
2. Client Billing Template
3. Project Budget Template
4. Travel and Accommodation Expenses Template
5. Professional Development and Training Budget Template

Dashboards

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

1. Financial Performance Dashboard
2. Client Satisfaction Dashboard
3. Case Management Dashboard
4. Employee Productivity Dashboard
5. Marketing and Business Development Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Management 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. Legal Compliance Assessment Proposal
2. Risk Management Strategy Proposal
3. Organizational Restructuring Proposal
4. Legal Process Optimization Proposal
5. Change Management Implementation 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 Management 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.