Freelance Mechanical Designer Templates

Freelance Mechanical Designer Templates

There is a huge number of templates that someone in the Freelance Mechanical Designer 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 Mechanical Designer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Project Proposal Template
2. Engineering Design Template
3. Bill of Materials Template
4. Technical Drawing Template
5. Cost Estimation Template
6. Project Schedule Template
7. Material Specification Template
8. Equipment Specification Template
9. Quality Control Checklist Template
10. Project Progress Report Template

Reports

Reports are often prepared by a Freelance Mechanical Designer 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. Project Progress Report
2. Design Review Report
3. Material Cost Analysis Report
4. Equipment Utilization Report
5. Quality Control Report
6. Supplier Performance Report
7. Project Budget Report
8. Design Change Request Report
9. Project Schedule Report
10. Client Satisfaction 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 Mechanical Designer does and how they do it.

1. Project Initiation SOP
2. Design Concept Development SOP
3. CAD Modeling SOP
4. Engineering Analysis SOP
5. Prototype Development SOP
6. Design Review SOP
7. Documentation and Reporting SOP
8. Quality Control SOP
9. Client Communication SOP
10. Project Closure SOP

Presentations

Freelance Mechanical Designer 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. Project Progress Report Template
2. Design Review Presentation Template
3. Client Proposal Template
4. Technical Training Template
5. Engineering Conference Presentation Template

Legal Docs

There are several key times when a Freelance Mechanical Designer 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. Intellectual Property Assignment Agreement
4. Service Agreement
5. Statement of Work (SOW)

Health & Safety Templates

Health & Safety templates for a Freelance Mechanical Designer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Risk Assessment Template
2. Incident Report Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Project Schedule Calendar
2. Client Meeting Calendar
3. Design Review Calendar
4. Deadline Calendar
5. Personal Time Off Calendar

Invoice Templates

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

1. Monthly Design Services Invoice
2. Engineering Consultation Invoice
3. Drafting and CAD Services Invoice
4. Project Management Invoice
5. 3D Modeling and Rendering Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Employee Engagement Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Freelance Mechanical Designer 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. Project Kick-off Meeting
2. Design Review Meeting
3. Progress Update Meeting
4. Client Feedback Meeting
5. Project Closure Meeting

Budget Templates

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

1. Income and Expense Tracker
2. Project Budget Template
3. Monthly Expense Tracker
4. Savings and Investment Tracker
5. Annual Budget Planner

Dashboards

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

1. Project Progress Dashboard
2. Financial Performance Dashboard
3. Resource Allocation Dashboard
4. Design Quality Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Mechanical Designer 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. “Mechanical Design Proposal”
2. “Product Development Proposal”
3. “CAD Modeling Proposal”
4. “Prototype Testing Proposal”
5. “Engineering Consultation 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 Mechanical Designer 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.