Freelance Training And Development Specialist Templates
There is a huge number of templates that someone in the Freelance Training And Development 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 Training And Development 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. 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 Schedule Template
8. Training Materials Template
9. Training Progress Report Template
10. Training Certificate Template
Reports
Reports are often prepared by a Freelance Training And Development 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. Training Needs Assessment Report
2. Training Program 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 Completion Report
9. Training Compliance Report
10. Training Trends Analysis 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 Training And Development Specialist 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 SOP
6. Performance Management SOP
7. Employee Development Planning SOP
8. Training Budget Management SOP
9. Training Record Management SOP
10. Training Compliance SOP
Presentations
Freelance Training And Development 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 Training Progress Report
2. Employee Performance Evaluation
3. New Hire Orientation Presentation
4. Leadership Development Workshop
5. Diversity and Inclusion Training
Legal Docs
There are several key times when a Freelance Training And Development 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Training Program Evaluation Template
4. Independent Contractor Agreement Template
5. Intellectual Property Assignment Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Training And Development 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. Training Evaluation Template
5. Emergency Response Plan Template
Calendars
Setting up Freelance Training And Development Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Employee Performance Review Calendar
3. Onboarding and Orientation Calendar
4. Leadership Development Calendar
5. Compliance Training Calendar
Invoice Templates
Several types of Freelance Training And Development Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Training Workshop Invoice
2. Consulting Services Invoice
3. Curriculum Development Invoice
4. Webinar Hosting Invoice
5. Employee Assessment Invoice
Survey Templates
For a Freelance Training And Development Specialist to get insights related to the work they do, they need to send out Freelance Training And Development Specialist 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. Training Program Evaluation Survey
5. Onboarding Experience Survey
Meeting Agendas
Having premade Freelance Training And Development 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. Monthly Training Needs Assessment Meeting
2. Training Program Planning Meeting
3. Training Delivery and Evaluation Meeting
4. Performance Review and Feedback Meeting
5. Team Collaboration and Development Meeting
Budget Templates
To manage finances well, a Freelance Training And Development Specialist 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. Travel and Accommodation Budget
4. Marketing and Advertising Budget
5. Professional Development Budget
Dashboards
Dashboards are a useful way for a Freelance Training And Development Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Training Program Performance Dashboard
2. Employee Engagement Dashboard
3. Learning Management System (LMS) Dashboard
4. Training Needs Assessment Dashboard
5. Training Evaluation and ROI Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Training And Development 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. Training Needs Assessment Proposal
2. Leadership Development Program Proposal
3. Employee Onboarding Proposal
4. Performance Management System Proposal
5. Diversity and Inclusion Training 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 Training And Development Specialist 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.