Freelance Principal Architect Templates

Freelance Principal Architect Templates

There is a huge number of templates that someone in the Freelance Principal Architect 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 Principal Architect. 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. Scope of Work Template
3. Design Brief Template
4. Conceptual Design Template
5. Construction Drawings Template
6. Bill of Quantities Template
7. Project Schedule Template
8. Meeting Minutes Template
9. Progress Report Template
10. Invoice Template

Reports

Reports are often prepared by a Freelance Principal Architect 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. Financial Performance Report
3. Resource Utilization Report
4. Client Satisfaction Report
5. Design Review Report
6. Risk Assessment Report
7. Quality Control Report
8. Team Performance Report
9. Project Cost Analysis Report
10. Business Development 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 Principal Architect does and how they do it.

1. Project Initiation SOP
2. Design Development SOP
3. Construction Documentation SOP
4. Quality Control SOP
5. Client Communication SOP
6. Site Visit SOP
7. Permitting and Approvals SOP
8. Project Closeout SOP
9. Team Collaboration SOP
10. Budget Management SOP

Presentations

Freelance Principal Architect 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. Architectural Design Proposal Template
2. Project Progress Report Template
3. Construction Site Visit Report Template
4. Budget and Cost Analysis Template
5. Client Presentation Template

Legal Docs

There are several key times when a Freelance Principal Architect 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. Architectural Services Agreement
2. Non-Disclosure Agreement
3. Scope of Work Agreement
4. Construction Contract
5. Intellectual Property Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Principal Architect 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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Freelance Principal Architect 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 and Drafting Calendar
4. Construction and Site Visit Calendar
5. Deadline and Deliverables Calendar

Invoice Templates

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

1. Monthly Design Fee Invoice
2. Construction Drawings Invoice
3. Project Management Invoice
4. Consultation Fee Invoice
5. Reimbursable Expenses Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Project Feedback Survey
3. Team Collaboration Survey
4. Design Preference Survey
5. Industry Trends Survey

Meeting Agendas

Having premade Freelance Principal Architect 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 Presentation Meeting
5. Team Collaboration Meeting

Budget Templates

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

1. Income Budget Template
2. Expense Budget Template
3. Project Budget Template
4. Savings Budget Template
5. Tax Budget Template

Dashboards

Dashboards are a useful way for a Freelance Principal Architect 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. Client Satisfaction Dashboard
5. Team Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Principal Architect 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. Preliminary Design Proposal
2. Construction Documentation Proposal
3. Interior Design Proposal
4. Renovation Proposal
5. Feasibility Study 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 Principal Architect 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.