Freelance Presentation Designer Templates

Freelance Presentation Designer Templates

There is a huge number of templates that someone in the Freelance Presentation 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 Presentation 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. Presentation Template
2. Client Brief Template
3. Project Proposal Template
4. Invoice Template
5. Timesheet Template
6. Design Brief Template
7. Mood Board Template
8. Content Calendar Template
9. Feedback Form Template
10. Project Status Report Template

Reports

Reports are often prepared by a Freelance Presentation 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. Monthly Revenue Report
2. Client Satisfaction Report
3. Project Status Report
4. Time Tracking Report
5. Expenses Report
6. New Business Opportunities Report
7. Design Trends Report
8. Competitor Analysis Report
9. Social Media Engagement Report
10. Website Analytics 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 Presentation Designer does and how they do it.

1. Presentation Design Brief
2. Client Meeting Agenda
3. Presentation Content Outline
4. Slide Layout Template
5. Typography and Color Guidelines
6. Image and Graphic Usage Guidelines
7. Animation and Transition Instructions
8. Presentation Review Checklist
9. Final Presentation Delivery Checklist
10. Client Feedback Form

Presentations

Freelance Presentation 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. Modern Minimalist
2. Creative Showcase
3. Professional Corporate
4. Elegant Portfolio
5. Dynamic Infographics

Legal Docs

There are several key times when a Freelance Presentation 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. Service Agreement
3. Copyright Release Form
4. Independent Contractor Agreement
5. Invoice Template

Health & Safety Templates

Health & Safety templates for a Freelance Presentation Designer 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 Presentation Designer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Content Creation Calendar
4. Deadlines Calendar
5. Personal Time Off Calendar

Invoice Templates

Several types of Freelance Presentation 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. Presentation Design Invoice
3. Graphic Design Invoice
4. Branding and Identity Design Invoice
5. Creative Services Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Presentation Feedback Survey
3. Design Preference Survey
4. Creative Brief Survey
5. Project Evaluation Survey

Meeting Agendas

Having premade Freelance Presentation 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 Kickoff Meeting
2. Design Review Meeting
3. Client Feedback Meeting
4. Progress Update Meeting
5. Final Presentation Meeting

Budget Templates

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

1. Monthly Income and Expenses Template
2. Project Budget Template
3. Client Invoicing Template
4. Savings and Investment Tracker Template
5. Annual Budget Forecast Template

Dashboards

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

1. Sales Performance Dashboard
2. Social Media Analytics Dashboard
3. Project Management Dashboard
4. Financial Performance Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Presentation 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. Monthly Marketing Proposal
2. Branding and Identity Proposal
3. Website Design Proposal
4. Social Media Campaign Proposal
5. Sales Presentation 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 Presentation 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.