Freelance Technical Communication Specialist Templates
There is a huge number of templates that someone in the Freelance Technical Communication Specialist 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 Communication Specialist. 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. Technical Report Template
3. User Manual Template
4. Training Manual Template
5. Engineering Design Template
6. Specification Sheet Template
7. Data Sheet Template
8. Presentation Template
9. Meeting Minutes Template
10. Invoice Template
Reports
Reports are often prepared by a Freelance Technical Communication Specialist 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 Progress Report
2. Technical Documentation Review Report
3. User Manual Feedback Report
4. Engineering Change Request Report
5. Quality Assurance Audit Report
6. Training Material Evaluation Report
7. Customer Support Ticket Analysis Report
8. Website Analytics Report
9. Competitor Analysis Report
10. Monthly Revenue and Expenses 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 Communication Specialist does and how they do it.
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Presentations
Freelance Technical Communication Specialist 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 Update
2. Technical Training Workshop
3. Engineering Design Review
4. Client Proposal Presentation
5. Industry Conference Presentation
Legal Docs
There are several key times when a Freelance Technical Communication Specialist 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. Intellectual Property Assignment Agreement
4. Independent Contractor Agreement
5. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Technical Communication Specialist 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. Safety Inspection Checklist Template
5. Emergency Response Plan Template
Calendars
Setting up Freelance Technical Communication Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Project Schedule Calendar
2. Content Creation Calendar
3. Client Meeting Calendar
4. Publication and Submission Calendar
5. Professional Development Calendar
Invoice Templates
Several types of Freelance Technical Communication Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Engineering Services Invoice
2. Architectural Design Invoice
3. Technical Writing Services Invoice
4. Documentation and Training Invoice
5. Project Management Services Invoice
Survey Templates
For a Freelance Technical Communication Specialist to get insights related to the work they do, they need to send out Freelance Technical Communication Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. User Experience Survey
4. Market Research Survey
5. Training Needs Assessment Survey
Meeting Agendas
Having premade Freelance Technical Communication Specialist 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. Progress Review Meeting
3. Design Review Meeting
4. Stakeholder Meeting
5. Final Presentation Meeting
Budget Templates
To manage finances well, a Freelance Technical Communication Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Project Budget Template
3. Client Invoicing Template
4. Savings and Investment Tracker Template
5. Annual Budget Forecast Template
Dashboards
Dashboards are a useful way for a Freelance Technical Communication Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Project Progress Dashboard
2. Content Creation Dashboard
3. Client Communication Dashboard
4. Performance Metrics Dashboard
5. Financial Overview Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Technical Communication Specialist 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 Proposal for Structural Analysis and Design Services
2. Proposal for Technical Documentation and User Manuals for Engineering Software
3. Proposal for Technical Writing and Editing Services for Engineering Reports
4. Proposal for Technical Illustrations and Diagrams for Architectural Plans
5. Proposal for Technical Training Materials Development for Engineering Teams
Get Your Template Made
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