Freelance Talent Management Advisor Templates
There is a huge number of templates that someone in the Freelance Talent Management Advisor 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 Management Advisor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Talent Acquisition Report
2. Performance Evaluation Template
3. Training Needs Assessment Form
4. Employee Onboarding Checklist
5. Talent Development Plan Template
6. Succession Planning Spreadsheet
7. Compensation and Benefits Analysis Report
8. Employee Engagement Survey Template
9. Exit Interview Questionnaire
10. HR Policy and Procedure Manual
Reports
Reports are often prepared by a Freelance Talent Management Advisor 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 Acquisition Report
2. Performance Evaluation Report
3. Training Needs Assessment Report
4. Employee Engagement Survey Report
5. Diversity and Inclusion Report
6. Succession Planning Report
7. Compensation and Benefits Analysis Report
8. Talent Retention Report
9. Learning and Development Effectiveness Report
10. HR Metrics and Analytics 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 Talent Management Advisor does and how they do it.
1. Onboarding Process SOP
2. Performance Evaluation SOP
3. Employee Training SOP
4. Recruitment and Selection SOP
5. Employee Offboarding SOP
6. Compensation and Benefits SOP
7. Employee Engagement SOP
8. HR Policy and Procedure SOP
9. Talent Acquisition SOP
10. Succession Planning SOP
Presentations
Freelance Talent Management Advisor 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 Acquisition Report
2. Performance Evaluation Presentation
3. Training Needs Assessment Template
4. Employee Engagement Survey Results
5. Succession Planning Strategy Update
Legal Docs
There are several key times when a Freelance Talent Management Advisor 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. Performance Evaluation Template
5. Termination Letter Template
Health & Safety Templates
Health & Safety templates for a Freelance Talent Management Advisor 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
Calendars
Setting up Freelance Talent Management Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Employee Training Calendar
3. Recruitment Calendar
4. Performance Evaluation Calendar
5. HR Policy Review Calendar
Invoice Templates
Several types of Freelance Talent Management Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Talent Acquisition Invoice
2. Training Program Invoice
3. HR Consulting Services Invoice
4. Performance Management Invoice
5. Employee Development Invoice
Survey Templates
For a Freelance Talent Management Advisor to get insights related to the work they do, they need to send out Freelance Talent Management Advisor 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. Exit Interview Survey
5. Diversity and Inclusion Survey
Meeting Agendas
Having premade Freelance Talent Management Advisor 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 Performance Review Meeting
2. Talent Acquisition Strategy Meeting
3. Employee Development and Training Meeting
4. Succession Planning and Career Development Meeting
5. HR Policy and Compliance Meeting
Budget Templates
To manage finances well, a Freelance Talent Management Advisor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Project Budget Planner
4. Marketing and Advertising Budget Tracker
5. Professional Development and Training Budget
Dashboards
Dashboards are a useful way for a Freelance Talent Management Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Performance Metrics Dashboard
2. Employee Engagement Dashboard
3. Training and Development Dashboard
4. Recruitment and Onboarding Dashboard
5. Succession Planning Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Talent Management Advisor 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 Acquisition Proposal
2. Employee Development and Training Proposal
3. Performance Management Enhancement Proposal
4. Diversity and Inclusion Initiative Proposal
5. Succession Planning and Leadership Development 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 Management Advisor 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.