Freelance Talent Assessment Consultant Templates

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

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Freelance Talent Assessment Consultant Templates

There is a huge number of templates that someone in the Freelance Talent Assessment Consultant 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 Talent Assessment Consultant. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Candidate Evaluation Template
2. Interview Assessment Template
3. Performance Review Template
4. Training Needs Analysis Template
5. Competency Assessment Template
6. Job Description Template
7. Succession Planning Template
8. Onboarding Checklist Template
9. Employee Satisfaction Survey Template
10. Training Evaluation Template


Reports are often prepared by a Freelance Talent Assessment Consultant 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. Monthly Talent Assessment Summary Report
2. Candidate Evaluation Report
3. Competency Assessment Report
4. Training Needs Analysis Report
5. Performance Appraisal Report
6. Succession Planning Report
7. Employee Engagement Survey Report
8. Diversity and Inclusion Report
9. Talent Acquisition Metrics Report
10. Training Effectiveness 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 Talent Assessment Consultant does and how they do it.

1. Candidate Screening SOP
2. Interviewing SOP
3. Reference Checking SOP
4. Assessment Report Writing SOP
5. Feedback Delivery SOP
6. Onboarding SOP
7. Performance Evaluation SOP
8. Succession Planning SOP
9. Talent Development SOP
10. HR Compliance SOP


Freelance Talent Assessment Consultant 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 Talent Assessment Report
2. Performance Evaluation Presentation
3. Training Needs Analysis Template
4. Leadership Development Workshop Outline
5. Recruitment Strategy Presentation

Legal Docs

There are several key times when a Freelance Talent Assessment Consultant 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Independent Contractor Agreement Template
4. Confidentiality Agreement Template
5. Consulting Services Agreement Template

Health & Safety Templates

Health & Safety templates for a Freelance Talent Assessment Consultant 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. Health and Safety Inspection Checklist Template


Setting up Freelance Talent Assessment Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Training Schedule Calendar
4. Assessment Deadline Calendar
5. Personal Time Off Calendar

Invoice Templates

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

1. Monthly Talent Assessment Report
2. Training Workshop Invoice
3. HR Consulting Services Invoice
4. Assessment Tool Licensing Invoice
5. Talent Assessment Project Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Training Needs Assessment Survey
3. Performance Evaluation Survey
4. Leadership Effectiveness Survey
5. Onboarding Experience Survey

Meeting Agendas

Having premade Freelance Talent Assessment Consultant 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. Monthly Client Progress Review Meeting
2. Team Collaboration and Strategy Meeting
3. Candidate Assessment and Feedback Meeting
4. Training Needs Analysis Meeting
5. Performance Evaluation and Goal Setting Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Client Project Budget Template
3. Marketing and Advertising Budget Template
4. Travel and Accommodation Budget Template
5. Professional Development and Training Budget Template


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

1. Overall Talent Assessment Performance Dashboard
2. Candidate Sourcing and Recruitment Dashboard
3. Employee Engagement and Satisfaction Dashboard
4. Training and Development Effectiveness Dashboard
5. Diversity and Inclusion Metrics Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Talent Assessment Consultant 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 Talent Assessment Report Proposal
2. Employee Training Needs Analysis Proposal
3. Leadership Development Program Proposal
4. Performance Evaluation System Proposal
5. Recruitment and Selection Process Enhancement 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 Talent Assessment Consultant 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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