Freelance Organizational Development Coordinator Templates
There is a huge number of templates that someone in the Freelance Organizational Development 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 Organizational Development 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 Calendar
2. Training Needs Assessment Form
3. Training Evaluation Survey
4. Employee Performance Review Template
5. Organizational Development Plan
6. Employee Satisfaction Survey
7. Training Budget Spreadsheet
8. Training Attendance Sheet
9. Training Materials Checklist
10. Training Feedback Form
Reports
Reports are often prepared by a Freelance Organizational Development 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. Employee Performance Report
2. Training Needs Assessment Report
3. Organizational Climate Survey Report
4. Employee Engagement Survey Report
5. Training Evaluation Report
6. Succession Planning Report
7. Diversity and Inclusion Report
8. Talent Acquisition Report
9. Leadership Development Report
10. Change Management 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 Organizational Development Coordinator does and how they do it.
1. Onboarding SOP Template
2. Performance Management SOP Template
3. Employee Training SOP Template
4. Succession Planning SOP Template
5. Diversity and Inclusion SOP Template
6. Employee Engagement SOP Template
7. Talent Acquisition SOP Template
8. HR Compliance SOP Template
9. Employee Benefits SOP Template
10. Workplace Safety SOP Template
Presentations
Freelance Organizational Development 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 Engagement Survey Results
3. Leadership Development Workshop Overview
4. Performance Evaluation Summary
5. Organizational Change Management Plan
Legal Docs
There are several key times when a Freelance Organizational Development 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Independent Contractor Agreement Template
4. Employee Handbook Template
5. Performance Evaluation Template
Health & Safety Templates
Health & Safety templates for a Freelance Organizational Development 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Organizational Development Coordinator calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Training Schedule Calendar
3. Meeting and Conference Calendar
4. Deadlines and Deliverables Calendar
5. Personal Time and Vacation Calendar
Invoice Templates
Several types of Freelance Organizational Development Coordinator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Consulting Services Invoice
2. Training Workshop Invoice
3. HR Policy Development Invoice
4. Employee Performance Evaluation Invoice
5. Change Management Consulting Invoice
Survey Templates
For a Freelance Organizational Development Coordinator to get insights related to the work they do, they need to send out Freelance Organizational Development 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. Leadership Development Feedback Survey
5. Organizational Culture Assessment Survey
Meeting Agendas
Having premade Freelance Organizational Development 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. Performance Review Meeting
3. Training Needs Assessment Meeting
4. Change Management Meeting
5. Strategic Planning Meeting
Budget Templates
To manage finances well, a Freelance Organizational Development 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. Marketing and Advertising Budget
5. Professional Development Budget
Dashboards
Dashboards are a useful way for a Freelance Organizational Development Coordinator to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Employee Performance Dashboard
2. Training Needs Assessment Dashboard
3. Diversity and Inclusion Dashboard
4. Employee Engagement Dashboard
5. Talent Acquisition Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Organizational Development 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. Training Needs Assessment Proposal
2. Leadership Development Program Proposal
3. Employee Engagement Survey Proposal
4. Change Management Consulting Proposal
5. Performance Management System Proposal
Get Your Template Made
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