Looking for Freelance Creative Design Strategist Templates to download? See the main templates that a Freelance Creative Design Strategist would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Creative Design Strategist role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Creative Design Strategist. 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 Form Template
6. Project Timeline Template
7. Budget Spreadsheet Template
8. Invoice Template
9. Timesheet Template
10. Project Evaluation Template
Reports are often prepared by a Freelance Creative Design Strategist 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. Project Status Report
2. Time Tracking Report
3. Revenue Report
4. Expenses Report
5. Profit and Loss Report
6. Client Satisfaction Report
7. Marketing Campaign Report
8. Social Media Analytics Report
9. Website Traffic Report
10. Industry Trends 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 Freelance Creative Design Strategist does and how they do it.
1. Project Brief Template
2. Creative Brief Template
3. Design Proposal Template
4. Mood Board Template
5. Style Guide Template
6. Design Presentation Template
7. Design Review Template
8. Client Feedback Template
9. Design Revision Template
10. Final Design Delivery Template
Freelance Creative Design Strategist 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 Pitch
3. Marketing Campaign Analysis
4. User Experience Design Review
5. Social Media Strategy Presentation
There are several key times when a Freelance Creative Design Strategist 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 Agreement
3. Copyright Assignment Agreement
4. Independent Contractor Agreement
5. Statement of Work (SOW)
Health & Safety templates for a Freelance Creative Design Strategist 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
Setting up Freelance Creative Design Strategist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Content Creation Calendar
3. Social Media Posting Calendar
4. Client Meeting Calendar
5. Deadlines and Deliverables Calendar
Several types of Freelance Creative Design Strategist 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. Branding and Logo Design Invoice
3. Website Design and Development Invoice
4. Social Media Marketing Campaign Invoice
5. Print Design and Production Invoice
For a Freelance Creative Design Strategist to get insights related to the work they do, they need to send out Freelance Creative Design Strategist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Brand Perception Survey
3. User Experience Survey
4. Market Research Survey
5. Design Trends Survey
Having premade Freelance Creative Design Strategist 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. Creative Briefing Meeting Template
2. Design Review Meeting Template
3. Project Status Update Meeting Template
4. Client Feedback Meeting Template
5. Brainstorming Session Meeting Template
To manage finances well, a Freelance Creative Design Strategist 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 are a useful way for a Freelance Creative Design Strategist 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. Social Media Analytics Dashboard
4. Website Performance Dashboard
5. Revenue and Expenses Dashboard
For bidding or requesting work, a Freelance Creative Design Strategist 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. Branding and Identity Proposal
2. Website Design and Development Proposal
3. Social Media Marketing Proposal
4. Print Design and Collateral Proposal
5. Packaging Design Proposal
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 Strategist 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.
