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 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 Management Template
9. Stakeholder Communication Template
10. Project Closure Report Template
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. Sales Performance Report
2. Marketing Campaign Analysis Report
3. Project Status Report
4. Budget and Expense Report
5. Customer Satisfaction Report
6. Lead Generation Report
7. Competitor Analysis Report
8. Project Timeline Report
9. Sales Forecast Report
10. ROI Analysis 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. Sales Performance Report
2. Marketing Campaign Analysis
3. Project Timeline and Milestones
4. Client Presentation Deck
5. Team Performance Review
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. Client 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. Workplace 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. Sales and Marketing Campaign Calendar
3. Client Meeting Schedule
4. Content Creation and Publishing Calendar
5. Social Media Posting Schedule
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. Sales Invoice
2. Marketing Invoice
3. Project Management Invoice
4. Freelance Services Invoice
5. Monthly Billing 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. Market Research Survey
3. Product Feedback Survey
4. Brand Perception Survey
5. Sales Performance 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 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 Expense Tracker
2. Project Budget Template
3. Marketing Campaign Budget Template
4. Sales Forecast Template
5. Client Invoicing 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. Sales Performance Dashboard
2. Marketing Campaign Dashboard
3. Lead Generation Dashboard
4. Customer Acquisition Dashboard
5. Project Progress 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. Sales Strategy Proposal
2. Marketing Campaign Proposal
3. Product Launch Proposal
4. Market Research Proposal
5. Branding and Positioning 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.
