Freelance Virtual Training Consultant Templates
There is a huge number of templates that someone in the Freelance Virtual 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 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. Training Needs Assessment Template
2. Training Plan Template
3. Training Evaluation Form Template
4. Training Feedback Survey Template
5. Training Agenda Template
6. Training Presentation Template
7. Training Materials Template
8. Training Attendance Sheet Template
9. Training Budget Template
10. Training Schedule Template
Reports
Reports are often prepared by a Freelance Virtual 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. Monthly Training Attendance Report
2. Training Needs Assessment Report
3. Training Evaluation Report
4. Training Budget Report
5. Training Program Effectiveness Report
6. Training Completion Report
7. Training ROI Report
8. Training Feedback Report
9. Training Compliance Report
10. Training Trends 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 Training Consultant 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 Budget Planning SOP
10. Training Compliance and Regulatory SOP
Presentations
Freelance Virtual 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. Introduction and Overview Template
2. Training Needs Assessment Template
3. Training Program Design Template
4. Training Evaluation Template
5. Training Progress Report Template
Legal Docs
There are several key times when a Freelance Virtual 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. 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 Virtual 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. Training Evaluation Template
4. Emergency Response Plan Template
5. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Virtual Training Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Schedule Calendar
2. Client Meeting Schedule Calendar
3. Project Timeline Calendar
4. Personal Task and Deadline Calendar
5. Billing and Invoicing Calendar
Invoice Templates
Several types of Freelance Virtual Training Consultant 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. Hourly Training Consultation Invoice
3. Training Materials and Resources Invoice
4. Travel and Accommodation Expenses Invoice
5. Training Workshop Registration Invoice
Survey Templates
For a Freelance Virtual Training Consultant to get insights related to the work they do, they need to send out Freelance Virtual 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. Training Program Evaluation Survey
5. Onboarding Experience Survey
Meeting Agendas
Having premade Freelance Virtual 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 Training Needs Assessment Meeting
2. Training Program Development Meeting
3. Training Delivery and Evaluation Meeting
4. Client Progress Review Meeting
5. Team Collaboration and Planning Meeting
Budget Templates
To manage finances well, a Freelance Virtual Training Consultant 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. Marketing and Advertising Budget Template
4. Travel and Accommodation Budget Template
5. Professional Development and Training Budget Template
Dashboards
Dashboards are a useful way for a Freelance Virtual Training Consultant 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 Virtual 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. Virtual Training Program Proposal
3. Leadership Development Workshop Proposal
4. Diversity and Inclusion Training Proposal
5. Employee Onboarding and Orientation 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 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.