Freelance Virtual HR And Training Consultant Templates
There is a huge number of templates that someone in the Freelance Virtual HR And Training Consultant 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 Virtual HR And Training Consultant. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly HR Report
2. Training Needs Assessment
3. Employee Performance Evaluation
4. Training Program Proposal
5. Job Description Template
6. Employee Onboarding Checklist
7. Training Evaluation Survey
8. HR Policies and Procedures Manual
9. Training Attendance Sheet
10. Employee Exit Interview Form
Reports
Reports are often prepared by a Freelance Virtual HR And Training Consultant 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. Employee Performance Report
2. Training Needs Assessment Report
3. Recruitment and Hiring Report
4. Employee Satisfaction Survey Report
5. Training Evaluation Report
6. HR Metrics and Analytics Report
7. Employee Turnover Report
8. Compliance and Legal Report
9. Training Budget Report
10. HR Policy and Procedure 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 Virtual HR And Training Consultant does and how they do it.
1. Employee Onboarding SOP
2. Performance Management SOP
3. Training Needs Assessment SOP
4. Recruitment and Selection SOP
5. Employee Engagement SOP
6. HR Policy and Procedure Development SOP
7. Training Program Development SOP
8. Talent Management SOP
9. Employee Exit Process SOP
10. HR Metrics and Reporting SOP
Presentations
Freelance Virtual HR And Training Consultant 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 HR Metrics Report
2. Employee Training Progress Update
3. Performance Evaluation Presentation
4. Diversity and Inclusion Training Workshop
5. HR Policy and Procedure Review
Legal Docs
There are several key times when a Freelance Virtual HR And Training Consultant 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. Performance Evaluation Template
4. Training Needs Assessment Template
5. Employee Handbook Template
Health & Safety Templates
Health & Safety templates for a Freelance Virtual HR And Training Consultant 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 Attendance Register Template
5. Emergency Evacuation Plan Template
Calendars
Setting up Freelance Virtual HR And Training Consultant 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. Recruitment and Hiring Calendar
4. Compliance and Legal Calendar
5. HR Strategy and Planning Calendar
Invoice Templates
Several types of Freelance Virtual HR And Training Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly HR Consulting Services Invoice
2. Training Workshop Invoice
3. Recruitment Services Invoice
4. Employee Onboarding Invoice
5. Performance Management Consulting Invoice
Survey Templates
For a Freelance Virtual HR And Training Consultant to get insights related to the work they do, they need to send out Freelance Virtual HR And Training Consultant 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. Onboarding Feedback Survey
5. Exit Interview Survey
Meeting Agendas
Having premade Freelance Virtual HR And Training Consultant 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 HR Team Meeting
2. Training Needs Assessment Meeting
3. Performance Review Meeting
4. Employee Onboarding Meeting
5. HR Policy and Procedure Review Meeting
Budget Templates
To manage finances well, a Freelance Virtual HR And Training Consultant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Project Budget Template
3. Marketing and Advertising Budget Template
4. Professional Development and Training Budget Template
5. General Business Expenses Budget Template
Dashboards
Dashboards are a useful way for a Freelance Virtual HR And Training Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. HR Metrics Dashboard
2. Employee Engagement Dashboard
3. Training Effectiveness Dashboard
4. Recruitment Performance Dashboard
5. Learning and Development Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Virtual HR And Training Consultant 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. Employee Performance Evaluation Proposal
3. HR Policy and Procedure Development Proposal
4. Leadership Development Program Proposal
5. Employee Engagement Survey 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 Virtual HR And Training Consultant 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.