Freelance Trainer Templates

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

Need one of these templates? Request for it to be built by one of our experts.

Freelance Trainer Templates

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

1. Training Needs Assessment Template
2. Training Plan Template
3. Training Evaluation Form Template
4. Training Attendance Sheet Template
5. Training Feedback Survey Template
6. Training Budget Template
7. Training Agenda Template
8. Training Materials Checklist Template
9. Training Certificate Template
10. Training Schedule Template


Reports are often prepared by a Freelance Trainer 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. Training Needs Assessment Report
2. Training Evaluation Report
3. Training Attendance Report
4. Training Cost Analysis Report
5. Training Effectiveness Report
6. Training Feedback Report
7. Training ROI Report
8. Training Program Analysis Report
9. Training Completion Report
10. Training Progress 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 Trainer does and how they do it.

1. New Employee Onboarding SOP
2. Training Needs Assessment SOP
3. Training Program Development SOP
4. Training Delivery SOP
5. Training Evaluation and Feedback SOP
6. Performance Management SOP
7. Employee Development and Career Planning SOP
8. Training Record Management SOP
9. Training Budgeting and Cost Control SOP
10. Training Compliance and Regulatory SOP


Freelance Trainer 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 Training Report
2. Employee Performance Review
3. New Hire Orientation
4. Leadership Development Workshop
5. Diversity and Inclusion Training

Legal Docs

There are several key times when a Freelance Trainer 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 Contract Template
2. Non-Disclosure Agreement Template
3. Training Agreement Template
4. Independent Contractor Agreement Template
5. Intellectual Property Assignment Agreement Template

Health & Safety Templates

Health & Safety templates for a Freelance Trainer 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. Training Evaluation Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template


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

1. Monthly Training Schedule
2. Employee Attendance Calendar
3. Training Evaluation Calendar
4. HR Compliance Calendar
5. Professional Development Calendar

Invoice Templates

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

1. Monthly Training Services Invoice
2. Workshop Attendance Invoice
3. Consulting Services Invoice
4. Training Materials Invoice
5. Travel Expenses Invoice

Survey Templates

For a Freelance Trainer to get insights related to the work they do, they need to send out Freelance Trainer 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. Training Evaluation Survey
4. Performance Feedback Survey
5. Leadership Development Survey

Meeting Agendas

Having premade Freelance Trainer 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 Training Needs Assessment Meeting
2. Training Program Planning Meeting
3. Training Delivery and Evaluation Meeting
4. Client Progress Review Meeting
5. Team Collaboration and Development Meeting

Budget Templates

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

1. Income and Expense Tracker
2. Client Billing Tracker
3. Travel and Accommodation Budget
4. Marketing and Advertising Budget
5. Professional Development Budget


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

1. Training Effectiveness Dashboard
2. Employee Engagement Dashboard
3. Training Needs Analysis Dashboard
4. Learning Management System Dashboard
5. Training ROI Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Trainer 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. Training Needs Assessment Proposal
2. Leadership Development Proposal
3. Diversity and Inclusion Training Proposal
4. Performance Management Proposal
5. Employee Engagement 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 Trainer 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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