Looking for Freelance Design Intelligence Analyst Templates to download? See the main templates that a Freelance Design Intelligence Analyst 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 Design Intelligence Analyst 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 Design Intelligence Analyst. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Design Trends Report
2. Competitive Analysis Spreadsheet
3. Client Project Proposal Template
4. Design Research Survey Template
5. Design Strategy Presentation Template
6. Design Metrics Dashboard Spreadsheet
7. Design Case Study Template
8. Design Workshop Agenda Template
9. Design Team Meeting Minutes Template
10. Design Project Timeline Spreadsheet
Reports are often prepared by a Freelance Design Intelligence Analyst 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. Design Trends Report
2. Competitor Analysis Report
3. Consumer Insights Report
4. Brand Perception Report
5. Market Share Report
6. Product Performance Report
7. Social Media Engagement Report
8. Website Analytics Report
9. Sales and Revenue Report
10. Client Satisfaction 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 Design Intelligence Analyst does and how they do it.
1. Design Research SOP
2. Competitive Analysis SOP
3. Trend Analysis SOP
4. User Experience Testing SOP
5. Data Visualization SOP
6. Branding Strategy SOP
7. Design Thinking SOP
8. Market Research SOP
9. Creative Brief SOP
10. Presentation Design SOP
Freelance Design Intelligence Analyst 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. Executive Summary Report
2. Market Trends Analysis
3. Competitive Landscape Overview
4. Consumer Insights Presentation
5. Design Strategy Proposal
There are several key times when a Freelance Design Intelligence Analyst 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. Intellectual Property Assignment Agreement
4. Freelance Contract
5. Confidentiality Agreement
Health & Safety templates for a Freelance Design Intelligence Analyst 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 Design Intelligence Analyst 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 Design Intelligence Analyst 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. Creative Consultation Invoice
3. Branding and Logo Design Invoice
4. Website Development Invoice
5. Marketing Collateral Design Invoice
For a Freelance Design Intelligence Analyst to get insights related to the work they do, they need to send out Freelance Design Intelligence Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Brand Perception Survey
5. User Experience Survey
Having premade Freelance Design Intelligence Analyst 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 Design Strategy Meeting
2. Creative Team Collaboration Meeting
3. Client Project Review Meeting
4. Design Trends and Insights Meeting
5. Freelancer Networking and Skill-sharing Meeting
To manage finances well, a Freelance Design Intelligence Analyst 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. Professional Development and Training Budget Template
Dashboards are a useful way for a Freelance Design Intelligence Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Overall Design Performance Dashboard
2. Client Satisfaction Dashboard
3. Project Timeline Dashboard
4. Design Team Efficiency Dashboard
5. Revenue and Expenses Dashboard
For bidding or requesting work, a Freelance Design Intelligence Analyst 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. Monthly Design Trends Analysis Proposal
2. Brand Identity Development Proposal
3. Website Redesign Proposal
4. Social Media Marketing Strategy Proposal
5. User Experience Research and Analysis Proposal
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