Looking for Freelance Design Strategy Director Templates to download? See the main templates that a Freelance Design Strategy Director would use in their day-to-day work.
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Freelance Design Strategy Director Templates
Contents
Freelance Design Strategy Director Templates
There is a huge number of templates that someone in the Freelance Design Strategy Director 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 Design Strategy Director. 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. Design Concept Presentation Template
4. Project Timeline Template
5. Budget Spreadsheet Template
6. Client Agreement Template
7. Design Style Guide Template
8. Project Status Report Template
9. Invoice Template
10. Design Portfolio Template
Reports
Reports are often prepared by a Freelance Design Strategy Director 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 Performance Report
2. Client Satisfaction Report
3. Project Profitability Report
4. Design Trends Analysis Report
5. Competitor Analysis Report
6. Resource Utilization Report
7. Design Team Productivity Report
8. Project Status Report
9. Design Proposal Conversion Report
10. Revenue Forecast 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 Design Strategy Director does and how they do it.
1. Project Brief Template
2. Creative Brief Template
3. Design Proposal Template
4. Design Research Template
5. User Persona Template
6. Design Strategy Template
7. Design Presentation Template
8. Design Review Template
9. Design Feedback Template
10. Design Project Closure Template
Presentations
Freelance Design Strategy Director 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 Template
2. Branding Strategy Template
3. Design Thinking Workshop Template
4. User Experience Research Template
5. Marketing Campaign Pitch Template
Legal Docs
There are several key times when a Freelance Design Strategy Director 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. Copyright License Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Design Strategy Director 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 Design Strategy Director calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Client Meeting Schedule
3. Content Creation Timeline
4. Social Media Posting Schedule
5. Personal Time Management Calendar
Invoice Templates
Several types of Freelance Design Strategy Director invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client A Monthly Invoice
2. Client B Monthly Invoice
3. Client C Monthly Invoice
4. Client D Monthly Invoice
5. Client E Monthly Invoice
Survey Templates
For a Freelance Design Strategy Director to get insights related to the work they do, they need to send out Freelance Design Strategy Director surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. User Experience Survey
3. Brand Perception Survey
4. Market Research Survey
5. Design Trends Survey
Meeting Agendas
Having premade Freelance Design Strategy Director 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 Review Meeting
2. Creative Brainstorming Session
3. Client Project Update Meeting
4. Team Collaboration Meeting
5. Design Trends and Inspiration Discussion
Budget Templates
To manage finances well, a Freelance Design Strategy Director 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. Client Invoicing Template
4. Savings and Investment Tracker Template
5. Annual Budget Forecast Template
Dashboards
Dashboards are a useful way for a Freelance Design Strategy Director to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Project Management Dashboard
3. Client Satisfaction Dashboard
4. Financial Analysis Dashboard
5. Marketing Campaign Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Design Strategy Director 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 Strategy Proposal
2. Branding and Identity Proposal
3. User Experience (UX) Design Proposal
4. Website Design and Development Proposal
5. Marketing and Advertising Campaign 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 Design Strategy Director 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.
