Freelance Training Specialist Templates

Looking for Freelance Training Specialist Templates to download? See the main templates that a Freelance Training Specialist 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 Training Specialist Templates

There is a huge number of templates that someone in the Freelance Training 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 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 Materials Checklist Template
7. Training Budget Template
8. Training Schedule Template
9. Training Progress Report Template
10. Training Certificate Template


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

1. New Employee Onboarding SOP
2. Customer Service SOP
3. Data Entry SOP
4. Email Management SOP
5. Meeting Coordination SOP
6. Training Program Development SOP
7. Performance Evaluation SOP
8. Document Management SOP
9. Quality Assurance SOP
10. Troubleshooting and Issue Resolution SOP


Freelance Training 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 Report
2. Customer Service Performance Review
3. Admin Training Workshop
4. Employee Onboarding Presentation
5. Virtual Training Session

Legal Docs

There are several key times when a Freelance Training 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. Independent Contractor Agreement
3. Service Level Agreement (SLA)
4. Intellectual Property Assignment Agreement
5. Confidentiality Agreement

Health & Safety Templates

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


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

1. Monthly Training Schedule Calendar
2. Client Meeting Calendar
3. Task and Project Deadline Calendar
4. Travel and Accommodation Calendar
5. Personal Time and Vacation Calendar

Invoice Templates

Several types of Freelance Training Specialist 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. Travel Expenses Invoice
3. Equipment Rental Invoice
4. Training Materials Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

For a Freelance Training Specialist to get insights related to the work they do, they need to send out Freelance Training Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Monthly Training Needs Assessment Survey
2. Customer Satisfaction Survey
3. Employee Feedback Survey
4. Training Program Evaluation Survey
5. Administrative Support Survey

Meeting Agendas

Having premade Freelance Training 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 Review Meeting
2. Client Feedback Meeting
3. Team Collaboration Meeting
4. Training Needs Assessment Meeting
5. Performance Evaluation Meeting

Budget Templates

To manage finances well, a Freelance Training 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. Travel and Accommodation Budget Template
4. Marketing and Advertising Budget Template
5. Professional Development and Training Budget Template


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

1. Training Performance Dashboard
2. Customer Satisfaction Dashboard
3. Training Attendance Dashboard
4. Training Evaluation Dashboard
5. Training Budget Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Training 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. Monthly Training Needs Assessment Proposal
2. Customer Service Training Proposal
3. Administrative Skills Development Proposal
4. Virtual Training Program Proposal
5. Team Building Workshop 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 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.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,