Freelance Creative Design Manager Templates

Looking for Freelance Creative Design Manager Templates to download? See the main templates that a Freelance Creative Design Manager would use in their day-to-day work.

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Freelance Creative Design Manager Templates

There is a huge number of templates that someone in the Freelance Creative Design Manager 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 Creative Design Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Project Proposal Template
2. Creative Brief Template
3. Mood Board Template
4. Design Concept Presentation Template
5. Client Feedback Template
6. Project Timeline Template
7. Budget Spreadsheet Template
8. Invoice Template
9. Timesheet Template
10. Project Evaluation Template

Reports

Reports are often prepared by a Freelance Creative Design Manager 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 Design Project Status Report
2. Client Satisfaction Survey Report
3. Financial Performance Report
4. Time and Resource Utilization Report
5. Creative Team Productivity Report
6. Design Trends Analysis Report
7. Project Profitability Report
8. Marketing Campaign Performance Report
9. Competitor Analysis Report
10. Design Portfolio Review 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 Creative Design Manager does and how they do it.

1. Project Brief Template
2. Creative Brief Template
3. Design Proposal Template
4. Mood Board Template
5. Design Concept Template
6. Design Review Template
7. Design Presentation Template
8. Design Style Guide Template
9. Design Asset Handover Template
10. Project Closure Template

Presentations

Freelance Creative Design Manager 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. Creative Portfolio Showcase
2. Brand Identity Presentation
3. Website Design Proposal
4. Social Media Campaign Overview
5. Marketing Strategy Pitch

Legal Docs

There are several key times when a Freelance Creative Design Manager 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. Freelance Services Agreement
3. Intellectual Property Assignment Agreement
4. Copyright License Agreement
5. Independent Contractor Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Creative Design Manager 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. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Freelance Creative Design Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Content Creation Calendar
3. Client Meeting Calendar
4. Deadlines and Deliverables Calendar
5. Social Media Posting Calendar

Invoice Templates

Several types of Freelance Creative Design Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Design Services Invoice
2. Logo Design Invoice
3. Website Design Invoice
4. Branding and Identity Design Invoice
5. Print Design Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Design Preference Survey
3. Brand Perception Survey
4. Creative Brief Feedback Survey
5. Design Trends Survey

Meeting Agendas

Having premade Freelance Creative Design Manager 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 Team Meeting
2. Client Project Kick-off Meeting
3. Design Review Meeting
4. Creative Brainstorming Session
5. Project Status Update Meeting

Budget Templates

To manage finances well, a Freelance Creative Design Manager 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. Equipment and Software Budget Template
5. Travel and Entertainment Budget Template

Dashboards

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

1. Project Overview Dashboard
2. Client Feedback Dashboard
3. Team Performance Dashboard
4. Financial Metrics Dashboard
5. Design Trends Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Creative Design Manager 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. Website Redesign Proposal
2. Branding and Logo Design Proposal
3. Social Media Marketing Campaign Proposal
4. Print Design and Collateral Proposal
5. Packaging Design 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 Creative Design Manager 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.

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