Description
Built for freelance HR consultants who need to work, not write.
This bundle gives you every document and tracker you need to run a professional HR consulting practice — from the day you sign your first client to the day you deliver your final report. Every file is complete and ready to customise. Nothing is a placeholder.
What’s included
📄 The HR Consultant’s Document Toolkit (PDF)
Five complete, word-for-word client-facing documents — written to HR industry standard and ready to send.
- New Client Welcome Letter — Send on the day your agreement is signed. Sets expectations, documents communication commitments, and positions you as a serious professional from the first interaction.
- HR Audit Executive Summary Template — A structured, table-driven summary that goes at the front of every audit report. Includes an HR maturity rating scale, category scoring table, and recommended next steps format.
- Probation Review Meeting Script — A word-for-word guide for managers conducting probation reviews. Covers confirmation, extension, and termination outcomes, with guidance notes throughout.
- Performance Improvement Plan (PIP) — A fully compliant PIP template built for the South African Labour Relations Act environment. Includes all seven required sections: background, performance gaps, success criteria, support, review schedule, consequences, and signatures.
- LinkedIn Announcement Templates (3 versions) — Three complete, ready-to-post LinkedIn announcements for launching your consulting practice. Professional achievement angle, personal story angle, and client-problem angle. Includes platform timing guidance and recommended hashtags.
📊 Excel Templates (5 files)
- Income Tracker — Track active clients, log invoices, monitor outstanding amounts, and record business expenses. Includes a monthly income summary with profit/loss by month and YTD totals.
- Recruitment Tracker — Manage active vacancies, track candidates through the pipeline, and log placements and fees. Built for consultants placing staff on behalf of clients.
- Performance Review Scoring Tool — Score employees across four weighted categories, auto-generate rating bands and recommended actions, and view results by department. Configurable weightings and outcome lookup table.
- Client Onboarding Tracker — A 40-task, four-phase checklist (Discovery, Design, Delivery, Handover) for managing every client engagement end-to-end. Dashboard with RAG status and progress tracking across multiple clients.
- Employee Onboarding System — A complete onboarding system for your clients to use when hiring new staff. Includes a new hire overview, pre-start checklist, and structured Day 1 schedule.
📘 The Freelance HR Consultant Launch Guide (Word document)
A concise, four-step guide for setting up and launching your freelance HR practice in 30 days. Covers business setup, defining your services, winning your first client, and delivering professionally. Includes a full bundle reference table showing exactly which tool to reach for at each stage of a client engagement.
Who this is for
- HR professionals leaving corporate employment to go independent
- Freelance HR consultants who are currently writing documents from scratch
- HR practitioners building their first client-facing consulting practice
File details
- Format: 1 × PDF, 5 × Excel (.xlsx), 1 × Word (.docx)
- Total files: 7
- Delivery: Instant download after purchase
- Compatibility: Microsoft Excel 2016 and above, Microsoft Word 2016 and above
- Customisation: All placeholder fields are clearly marked in [SQUARE BRACKETS]
