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Instructor Agreement & Assignment Plan – Standalone Course | Word/PDF/Excel
Instructor Agreement & Assignment Plan – Standalone Course | Word/PDF/Excel
- File format
- Word/PDF/Excel
- Document language
- Swedish working documents + English User Guide
- Number of files
- 7
Digital download. No physical product is shipped.
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About this template
Course instructor agreement and assignment plan for standalone courses. Editable Word templates, searchable PDF versions, and an Excel register for Swedish course organizers who hire an independent contractor for a defined course instructor assignment between businesses (B2B). Document course objectives, deliverables, fees, responsibilities, material rights, and written changes.
Important: The template is not an employment contract, consumer agreement, data processing agreement, or basis for government-approved education. F-tax status or a B2B agreement heading alone does not determine whether the relationship is legally independent.
When is a course instructor agreement appropriate?
When a course organizer commissions an independent training provider to plan, deliver, and document standalone, non-formal training. Do not use the product unchanged for employment, public procurement, specially regulated education, or an assignment with unclear classification of employees and contractors.
01. Package contents
Five Swedish working documents, a Swedish user guide, and an English User Guide – each in editable Word and searchable, printable PDF – plus an Excel tool with nine tabs. 7 DOCX + 7 PDF + 1 XLSX = 15 customer files. PDF is not an electronically fillable form.
02. What the files contain
Main agreement, assignment description and course objectives, implementation plan, fee and expense appendix, change agreement with final review, two user guides, and Excel registers for assignments, occasions, time, costs, changes, material rights, and privacy.
File list
| Document | Function | Language and format |
|---|---|---|
| 01 Course Instructor Agreement B2B | Scope of agreement, compensation, rights, confidentiality, termination, and signature | Swedish DOCX/PDF |
| 02 Assignment Description | Course objectives, deliverables, limitations, and material license | Swedish DOCX/PDF |
| 03 Implementation Plan | Course occasions, allocation of responsibilities, and practical review | Swedish DOCX/PDF |
| 04 Fee and Expense Appendix | Selectable compensation models, expenses, and invoicing | Swedish DOCX/PDF |
| 05 Change Agreement | Proposals, mutual approval, and final review | Swedish DOCX/PDF |
| 06 Swedish User Guide | Filling order, legal limitations, and workflow | Swedish DOCX/PDF |
| 07 English User Guide | Explains the use of the Swedish documents | English DOCX/PDF |
| 08 Excel Workbook | Nine register and overview tabs | Swedish XLSX |
Excel tool with nine tabs
Overview, Assignment, Course Occasions, Time Report, Costs, Changes, Materials, Privacy, and Read Me. The workbook summarizes administratively registered hours, hourly fees, and pre-approved costs. It flags negative time entries, and the change status distinguishes proposals from manually registered approval by both parties. An amount in Excel does not mean the invoice is approved, and a registered status does not create a legal agreement.
Practical workflow
- Check parties, permissions, actual independence, and the contractor's tax status.
- Describe objectives and deliverables; define permitted use of the course material.
- Plan time and responsibilities; choose a compensation model and document the cost terms.
- Assess whether personal data is processed on behalf of the client and whether a separate data processing agreement is required.
- Clear options, sign the documents, and use Excel for follow-up.
Legal prerequisites
General contract law issues are covered, among others, by the Contracts Act (1915:218). The right to use course material must be specified according to the Copyright Act (1960:729); payment does not automatically mean an unlimited transfer of rights. Check actual F-tax and FA-tax status according to the Swedish Tax Agency's guidance. When the course instructor processes personal data on behalf of the client as a processor, a separate agreement according to GDPR Article 28 and IMY's guidance may be required.
Frequently Asked Questions
Is this an employment contract?
No. The package is limited to independent assignments between businesses. The actual relationship must be assessed separately.
Can we add a fixed fee?
Yes. The appendix has options for a fixed fee, hourly fee, or per occasion, but only one of them should be selected and established.
Can the client reuse the course material freely?
No, not automatically. The parties need to specify permitted use and consider copyright rules.
Does the agreement replace a data processing agreement?
No. If the relationship involves the course instructor processing personal data on behalf of the client as a processor, separate regulation according to applicable GDPR rules is required.
Are the legal templates translated into English?
No. The five working documents are in Swedish. The English User Guide explains the use but does not mean an English agreement version.
Related
See also the category Business Agreements – Templates for other agreements between businesses.
Swedish law · Product version 1.0 · AI-assisted source control November 2, 2026 · No external legal review claimed. Digital ZIP delivered via Shopify Digital Products only after manual file linking and publication.
