Freelance Project Coordinator Templates

Looking for Freelance Project Coordinator Templates to download? See the main templates that a Freelance Project Coordinator would use in their day-to-day work.

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Freelance Project Coordinator Templates

There is a huge number of templates that someone in the Freelance Project 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 Project 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. Project Schedule Template
2. Project Budget Template
3. Project Status Report Template
4. Meeting Minutes Template
5. Project Risk Register Template
6. Project Communication Plan Template
7. Project Change Request Template
8. Project Issue Log Template
9. Project Resource Allocation Template
10. Project Closure Report Template

Reports

Reports are often prepared by a Freelance Project 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. Project Status Report
2. Resource Allocation Report
3. Budget Report
4. Time Tracking Report
5. Risk Assessment Report
6. Quality Control Report
7. Stakeholder Communication Report
8. Procurement Report
9. Project Evaluation Report
10. Milestone Achievement 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 Project Coordinator does and how they do it.

Presentations

Freelance Project 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. Project Progress Report Template
2. Budget Analysis Template
3. Stakeholder Meeting Presentation Template
4. Project Proposal Template
5. Risk Assessment Template

Legal Docs

There are several key times when a Freelance Project 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. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Independent Contractor Agreement
4. Statement of Work (SOW)
5. Change Order Form

Health & Safety Templates

Health & Safety templates for a Freelance Project 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. Equipment Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

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

1. Monthly Project Schedule Calendar
2. Team Availability Calendar
3. Client Meeting Calendar
4. Project Milestones Calendar
5. Task Deadline Calendar

Invoice Templates

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

1. Monthly Project Invoice
2. Hourly Billing Invoice
3. Expense Reimbursement Invoice
4. Retainer Invoice
5. Milestone Payment Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Project Progress Survey
3. Team Collaboration Survey
4. Stakeholder Feedback Survey
5. Quality Assurance Survey

Meeting Agendas

Having premade Freelance Project 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. Project Kick-off Meeting
2. Weekly Progress Meeting
3. Design Review Meeting
4. Stakeholder Update Meeting
5. Project Closure Meeting

Budget Templates

To manage finances well, a Freelance Project 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. Client Invoicing Template
4. Travel and Transportation Budget Template
5. Miscellaneous Expenses Tracker

Dashboards

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

1. Project Progress Dashboard
2. Resource Allocation Dashboard
3. Budget Tracking Dashboard
4. Risk Management Dashboard
5. Client Communication Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Project 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. Project Feasibility Study Proposal
2. Design and Engineering Proposal
3. Construction Management Proposal
4. Project Cost Estimation Proposal
5. Project Schedule and Timeline 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 Project Coordinator 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.

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