Freelance Designer Templates

Freelance Designer Templates

There is a huge number of templates that someone in the Freelance Designer 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 Designer. 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 Template
5. Design Presentation Template
6. Invoice Template
7. Timesheet Template
8. Client Feedback Template
9. Project Timeline Template
10. Design Portfolio Template

Reports

Reports are often prepared by a Freelance Designer 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 and Expenses Report
4. Client Satisfaction Report
5. Design Portfolio Report
6. Marketing and Advertising Report
7. Competitor Analysis Report
8. Social Media Engagement Report
9. Website Analytics Report
10. Sales and Conversion 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 Designer does and how they do it.

1. Project Brief Template
2. Creative Brief Template
3. Design Proposal Template
4. Mood Board Template
5. Wireframe Template
6. Style Guide Template
7. Design Review Template
8. Final Artwork Template
9. Invoice Template
10. Client Feedback Template

Presentations

Freelance Designer 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 Marketing Campaign
5. Product Packaging Design Pitch

Legal Docs

There are several key times when a Freelance Designer 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 Contract
3. Intellectual Property Assignment Agreement
4. Copyright License Agreement
5. Invoice Template

Health & Safety Templates

Health & Safety templates for a Freelance Designer 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

Calendars

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

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Deadlines Calendar
4. Social Media Content Calendar
5. Personal Time Off Calendar

Invoice Templates

Several types of Freelance Designer 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. Print Design Invoice
5. Branding Design Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Design Preference Survey
3. Branding and Identity Survey
4. User Experience Survey
5. Design Trends Survey

Meeting Agendas

Having premade Freelance Designer 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. Project Kickoff Meeting
2. Design Review Meeting
3. Client Feedback Meeting
4. Team Collaboration Meeting
5. Monthly Progress Meeting

Budget Templates

To manage finances well, a Freelance Designer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expenses Template
2. Project Budget Template
3. Marketing and Advertising Budget Template
4. Equipment and Software Budget Template
5. Savings and Investment Budget Template

Dashboards

Dashboards are a useful way for a Freelance Designer 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. Social Media Analytics Dashboard
4. Financial Overview Dashboard
5. Client Feedback Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Designer 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. Logo Design Proposal
2. Website Design Proposal
3. Branding and Identity Proposal
4. Print Design Proposal
5. Social Media Graphics 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 Designer 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.