Looking for Freelance Technical Designer Templates to download? See the main templates that a Freelance Technical Designer would use in their day-to-day work.
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Freelance Technical Designer Templates
Contents
Freelance Technical Designer Templates
There is a huge number of templates that someone in the Freelance Technical Designer 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 Designer. 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. Design Brief Template
3. Technical Drawing Template
4. Bill of Materials Template
5. Cost Estimate Template
6. Project Schedule Template
7. Change Order Request Template
8. Invoice Template
9. Purchase Order Template
10. Meeting Minutes Template
Reports
Reports are often prepared by a Freelance Technical Designer 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. Design Review Report
3. Material Cost Analysis Report
4. Quality Assurance Report
5. Client Feedback Report
6. Budget Analysis Report
7. Resource Allocation Report
8. Risk Assessment Report
9. Time Management Report
10. Project Closure 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 Designer does and how they do it.
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Presentations
Freelance Technical Designer 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. Project Overview Template
2. Design Proposal Template
3. Technical Specifications Template
4. Progress Report Template
5. Final Presentation Template
Legal Docs
There are several key times when a Freelance Technical Designer 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 Designer 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 Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template
Calendars
Setting up Freelance Technical Designer calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Project Schedule Calendar
2. Client Meeting Calendar
3. Design Review Calendar
4. Deadline Calendar
5. Personal Time Off Calendar
Invoice Templates
Several types of Freelance Technical Designer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Design Services Invoice
2. Engineering Consultation Invoice
3. Architectural Drafting Invoice
4. CAD Modeling and Rendering Invoice
5. Project Management Services Invoice
Survey Templates
For a Freelance Technical Designer to get insights related to the work they do, they need to send out Freelance Technical Designer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. User Experience Survey
5. Industry Trends Survey
Meeting Agendas
Having premade Freelance Technical Designer 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. Design Review Meeting
3. Progress Update Meeting
4. Client Feedback Meeting
5. Project Closure Meeting
Budget Templates
To manage finances well, a Freelance Technical Designer 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 Tracker
Dashboards
Dashboards are a useful way for a Freelance Technical Designer 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. Design Quality Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Technical Designer 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. Preliminary Design Proposal
2. Conceptual Design Proposal
3. Detailed Design Proposal
4. Construction Documentation Proposal
5. Design Review Proposal
Get Your Template Made
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