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
Contents
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 Charter
2. Project Plan
3. Risk Register
4. Stakeholder Analysis
5. Budget Tracker
6. Status Report
7. Meeting Agenda
8. Meeting Minutes
9. Change Request Form
10. Lessons Learned Report
Reports
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. Financial Performance Report
2. Budget Variance Report
3. Cash Flow Analysis Report
4. Project Status Report
5. Resource Utilization Report
6. Risk Assessment Report
7. Stakeholder Communication Report
8. Project Cost Analysis Report
9. Time and Expense Report
10. Project Milestone 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 Manager does and how they do it.
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Presentations
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. Monthly Financial Performance Report
2. Budget Analysis and Forecasting Presentation
3. Investment Portfolio Review
4. Risk Management and Compliance Update
5. Stakeholder Meeting Presentation
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. Statement of Work (SOW)
4. Independent Contractor Agreement
5. Confidentiality Agreement
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 Response Plan Template
5. Health and Safety Inspection Checklist Template
Calendars
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. Financial Reporting Calendar
3. Budget Planning Calendar
4. Client Meeting Calendar
5. Invoice and Payment 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. Expense Reimbursement Invoice
3. Hourly Rate Invoice
4. Mileage Reimbursement Invoice
5. Retainer Invoice
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. Financial Performance Survey
4. Market Research Survey
5. Risk 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. Budget Review Meeting
4. Stakeholder Update 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 Expense Tracker
2. Project Budget Template
3. Client Invoicing Template
4. Savings and Investment Tracker
5. Annual Budget Forecast Template
Dashboards
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. Financial Performance Dashboard
2. Budget Tracking Dashboard
3. Project Status Dashboard
4. Resource Allocation Dashboard
5. Risk 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 Financial Analysis Proposal
2. Budget Planning and Forecasting Proposal
3. Risk Management and Compliance Proposal
4. Cost Reduction and Efficiency Improvement Proposal
5. Financial Systems Implementation 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.
