Looking for Freelance Performance Coach Templates to download? See the main templates that a Freelance Performance Coach would use in their day-to-day work.
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Freelance Performance Coach Templates
Contents
Freelance Performance Coach Templates
There is a huge number of templates that someone in the Freelance Performance Coach 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 Performance Coach. 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 Coaching Schedule
2. Performance Evaluation Template
3. Training Needs Assessment Form
4. Goal Setting Worksheet
5. Performance Improvement Plan Template
6. Coaching Session Notes
7. Training Feedback Survey
8. Performance Dashboard
9. Coaching Agreement Template
10. Training Program Outline
Reports
Reports are often prepared by a Freelance Performance Coach 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. Training Evaluation Report
4. Employee Satisfaction Survey Report
5. Performance Improvement Plan Report
6. Coaching Session Summary Report
7. Training Attendance Report
8. Performance Metrics Report
9. Succession Planning Report
10. Training ROI 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 Performance Coach does and how they do it.
1. Client Onboarding SOP
2. Goal Setting SOP
3. Performance Assessment SOP
4. Coaching Session Preparation SOP
5. Feedback and Communication SOP
6. Performance Improvement Plan SOP
7. Training Program Development SOP
8. Time Management SOP
9. Conflict Resolution SOP
10. Performance Review SOP
Presentations
Freelance Performance Coach 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 Performance Review Template
2. Employee Training and Development Template
3. Leadership Skills Workshop Template
4. Team Building Activities Template
5. Goal Setting and Action Planning Template
Legal Docs
There are several key times when a Freelance Performance Coach 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 Contract Template
2. Non-Disclosure Agreement Template
3. Independent Contractor Agreement Template
4. Client Agreement Template
5. Liability Waiver Template
Health & Safety Templates
Health & Safety templates for a Freelance Performance Coach 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 Performance Coach calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Coaching Schedule
2. Client Appointment Calendar
3. Training Workshop Calendar
4. Goal Setting and Progress Tracker
5. Marketing and Networking Events Calendar
Invoice Templates
Several types of Freelance Performance Coach invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Coaching Services Invoice
2. Workshop Facilitation Invoice
3. Leadership Development Program Invoice
4. Team Building Session Invoice
5. Performance Evaluation Consultation Invoice
Survey Templates
For a Freelance Performance Coach to get insights related to the work they do, they need to send out Freelance Performance Coach 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. Team Building Effectiveness Survey
Meeting Agendas
Having premade Freelance Performance Coach 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 Performance Review Meeting
2. Team Building Workshop
3. Leadership Development Training
4. Goal Setting and Action Planning Session
5. Conflict Resolution and Mediation Meeting
Budget Templates
To manage finances well, a Freelance Performance Coach would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Business Expenses Tracker
4. Savings and Investment Tracker
5. Annual Budget Planner
Dashboards
Dashboards are a useful way for a Freelance Performance Coach to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Performance Metrics Dashboard
2. Employee Engagement Dashboard
3. Training Effectiveness Dashboard
4. Goal Achievement Dashboard
5. Team Performance Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Performance Coach 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 Performance Improvement Proposal
2. Leadership Development Proposal
3. Team Building Workshop Proposal
4. Employee Engagement Program Proposal
5. Training Needs Assessment 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 Performance Coach 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.
