Freelance Project Manager Templates

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

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Freelance Project Manager Templates

There is a huge number of templates that someone in the Freelance Project Manager 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 Manager. 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. Project Plan Template
3. Project Status Report Template
4. Meeting Agenda Template
5. Meeting Minutes Template
6. Budget Template
7. Resource Allocation Template
8. Risk Assessment Template
9. Stakeholder Communication Plan Template
10. Project Closure Report Template


Reports are often prepared by a Freelance Project Manager 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. Time Tracking Report
4. Budget Report
5. Risk Assessment Report
6. Stakeholder Communication Report
7. Quality Assurance Report
8. Task Completion Report
9. Issue Tracking Report
10. Client Satisfaction Report


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 Manager does and how they do it.


Freelance Project Manager 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 Status Update Template
2. Project Timeline Template
3. Project Budget Template
4. Project Risk Assessment Template
5. Project Performance Metrics Template

Legal Docs

There are several key times when a Freelance Project Manager 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 Manager 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


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

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

Invoice Templates

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

1. Monthly Project Management Fee Invoice
2. Hourly Rate Invoice for Project Consultation
3. Expense Reimbursement Invoice
4. Mileage Reimbursement Invoice
5. Retainer Invoice for Ongoing Project Management Services

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Engagement Survey
3. Product Feedback Survey
4. Market Research Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Freelance Project Manager 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 Project Status Meeting
3. Client Progress Update Meeting
4. Team Collaboration Meeting
5. Project Closure Meeting

Budget Templates

To manage finances well, a Freelance Project Manager 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 Invoices Template
4. Business Expenses Template
5. Savings and Investments Template


Dashboards are a useful way for a Freelance Project Manager 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. Financial Performance Dashboard
4. Customer Satisfaction Dashboard
5. Task Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Project Manager 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 Project Progress Report Proposal
2. Customer Support Training Proposal
3. Admin Process Improvement Proposal
4. Project Budget Proposal
5. New Client Onboarding 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 Manager 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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