Security Consultant Templates

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

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

Security Consultant Templates

There is a huge number of templates that someone in the Security 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 Security 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. Security Assessment Report
2. Incident Response Plan
3. Risk Assessment Template
4. Security Policy Template
5. Vulnerability Assessment Report
6. Security Awareness Training Plan
7. Security Incident Report
8. Security Audit Checklist
9. Security Incident Response Log
10. Security Incident Investigation Report


Reports are often prepared by a Security 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 Security Assessment Report
2. Incident Response Report
3. Vulnerability Assessment Report
4. Security Policy Compliance Report
5. Threat Intelligence Report
6. Security Awareness Training Report
7. Network Traffic Analysis Report
8. Physical Security Audit Report
9. Security Incident Trend Analysis Report
10. Risk Assessment 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 Security Consultant does and how they do it.

1. Incident Response SOP
2. Vulnerability Assessment SOP
3. Security Audit SOP
4. Security Policy Review SOP
5. Threat Intelligence SOP
6. Security Awareness Training SOP
7. Penetration Testing SOP
8. Security Incident Reporting SOP
9. Access Control SOP
10. Security Risk Assessment SOP


Security 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 Security Threat Analysis
2. Security Incident Response Plan
3. Security Awareness Training
4. Risk Assessment and Mitigation Strategies
5. Security Audit Findings and Recommendations

Legal Docs

There are several key times when a Security 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. Service Level Agreement (SLA)
3. Master Service Agreement (MSA)
4. Statement of Work (SOW)
5. Data Protection and Privacy Policy

Health & Safety Templates

Health & Safety templates for a Security 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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Training Attendance Record Template


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

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Training and Development Calendar
4. Travel and Conference Calendar
5. Security Audit and Assessment Calendar

Invoice Templates

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

1. Monthly Security Assessment Invoice
2. Security System Installation Invoice
3. Security Training Services Invoice
4. Security Incident Response Invoice
5. Security Consultation and Advisory Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Security Risk Assessment Survey
4. Incident Reporting Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Security 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 Security Review Meeting
2. Incident Response Planning Meeting
3. Security Awareness Training Meeting
4. Risk Assessment and Mitigation Meeting
5. Security Strategy and Planning Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Revenue Budget Template
3. Project Budget Template
4. Travel and Accommodation Budget Template
5. Training and Development Budget Template


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

1. Incident Response Dashboard
2. Threat Intelligence Dashboard
3. Vulnerability Assessment Dashboard
4. Security Operations Dashboard
5. Compliance Monitoring Dashboard

Proposal Templates

For bidding or requesting work, a Security 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. Security Assessment Proposal
2. Network Security Proposal
3. Cybersecurity Training Proposal
4. Security System Implementation Proposal
5. Incident Response Plan 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 Security 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.

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