Looking for Freelance Technical Advisor Templates to download? See the main templates that a Freelance Technical Advisor would use in their day-to-day work.
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Freelance Technical Advisor Templates
Contents
Freelance Technical Advisor Templates
There is a huge number of templates that someone in the Freelance Technical 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 Technical 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 Project Report
2. Client Meeting Agenda
3. Technical Proposal Template
4. Project Budget Spreadsheet
5. Engineering Design Template
6. Construction Schedule Spreadsheet
7. Site Inspection Checklist
8. Change Order Request Form
9. Risk Assessment Template
10. Project Closeout Report
Reports
Reports are often prepared by a Freelance Technical 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. Project Status Report
2. Time and Expense Report
3. Revenue and Profit Report
4. Client Satisfaction Report
5. Resource Utilization Report
6. Budget vs Actual Report
7. Risk Assessment Report
8. Change Request Report
9. Quality Assurance Report
10. Performance Evaluation 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 Technical Advisor does and how they do it.
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Presentations
Freelance Technical 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 Project Progress Report
2. Engineering Design Proposal
3. Technical Training Workshop
4. Client Presentation on Structural Analysis
5. Architectural Design Review
Legal Docs
There are several key times when a Freelance Technical 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. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Independent Contractor Agreement
4. Intellectual Property Assignment Agreement
5. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Technical 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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template
Calendars
Setting up Freelance Technical Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Client Meeting Calendar
3. Task and Deadline Calendar
4. Professional Development Calendar
5. Marketing and Networking Calendar
Invoice Templates
Several types of Freelance Technical Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Consulting Services Invoice
2. Engineering Design Invoice
3. Architectural Drafting Invoice
4. Project Management Invoice
5. Technical Support Invoice
Survey Templates
For a Freelance Technical Advisor to get insights related to the work they do, they need to send out Freelance Technical Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey: This survey template is used to gather feedback from clients on the quality of service provided by the technical advisor.
2. Product Feedback Survey: This survey template is used to gather feedback from clients on the technical products recommended by the advisor.
3. Industry Trends Survey: This survey template is used to gather information on the latest trends in the engineering and architecture industry.
4. Competitor Analysis Survey: This survey template is used to gather information on the strengths and weaknesses of competitors in the industry.
5. Training Needs Assessment Survey: This survey template is used to gather information on the training needs of clients in the engineering and architecture industry
Meeting Agendas
Having premade Freelance Technical 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 Project Review Meeting
2. Client Progress Update Meeting
3. Team Collaboration Meeting
4. Technical Training Session
5. Budget and Resource Allocation Meeting
Budget Templates
To manage finances well, a Freelance Technical Advisor 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. Tax Deduction Tracker
5. Savings and Investment Planner
Dashboards
Dashboards are a useful way for a Freelance Technical Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Project Progress Dashboard
2. Financial Performance Dashboard
3. Resource Allocation Dashboard
4. Client Satisfaction Dashboard
5. Risk Management Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Technical 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. Project Feasibility Study Proposal
2. Engineering Design Proposal
3. Construction Management Proposal
4. Sustainability Assessment Proposal
5. Technical Training Proposal
Get Your Template Made
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