Looking for Freelance Design Visionary Templates to download? See the main templates that a Freelance Design Visionary 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 Visionary 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 Visionary. 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. Invoice Template
4. Time Tracking Spreadsheet
5. Design Contract Template
6. Mood Board Template
7. Design Presentation Template
8. Branding Guidelines Template
9. Social Media Content Calendar Template
10. Design Portfolio Template
Reports are often prepared by a Freelance Design Visionary 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. Sales Report
2. Project Status Report
3. Client Satisfaction Report
4. Financial Report
5. Time Tracking Report
6. Marketing Analytics Report
7. Design Trends Report
8. Competitor Analysis Report
9. Social Media Engagement Report
10. Website Traffic 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 Visionary 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 Revision Template
9. Final Design Approval Template
10. Project Closure Template
Freelance Design Visionary 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. Modern Minimalist
2. Bold and Colorful
3. Elegant and Sophisticated
4. Playful and Whimsical
5. Clean and Professional
There are several key times when a Freelance Design Visionary 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. Client Agreement
Health & Safety templates for a Freelance Design Visionary 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. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Evacuation Plan Template
Setting up Freelance Design Visionary calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Client Meeting Schedule
3. Social Media Content Calendar
4. Design Inspiration Calendar
5. Personal Time Management Calendar
Several types of Freelance Design Visionary 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
For a Freelance Design Visionary to get insights related to the work they do, they need to send out Freelance Design Visionary 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. User Experience Survey
5. Market Research Survey
Having premade Freelance Design Visionary 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 Review Meeting
2. Client Feedback Meeting
3. Team Collaboration Meeting
4. Project Kick-off Meeting
5. Design Strategy Planning Meeting
To manage finances well, a Freelance Design Visionary 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 Design Visionary to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Project Overview Dashboard
2. Financial Performance Dashboard
3. Client Satisfaction Dashboard
4. Team Productivity Dashboard
5. Marketing Analytics Dashboard
For bidding or requesting work, a Freelance Design Visionary 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. Brand Identity Proposal
3. Social Media Marketing Proposal
4. Packaging Design Proposal
5. Print Collateral Proposal
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