Freelance User Experience Architect Templates
There is a huge number of templates that someone in the Freelance User Experience Architect 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 User Experience Architect. 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. User Research Plan Template
3. User Persona Template
4. User Journey Map Template
5. Wireframe Template
6. Prototype Template
7. Usability Testing Plan Template
8. Usability Testing Report Template
9. Design Style Guide Template
10. Project Status Report Template
Reports
Reports are often prepared by a Freelance User Experience Architect 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. User Research Report
2. Usability Testing Report
3. Competitive Analysis Report
4. Information Architecture Report
5. Wireframe and Prototype Report
6. User Journey Mapping Report
7. User Persona Report
8. Interaction Design Report
9. User Interface Design Report
10. Usability Evaluation 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 User Experience Architect does and how they do it.
1. User Research SOP
2. Usability Testing SOP
3. Information Architecture SOP
4. Wireframing SOP
5. Prototyping SOP
6. Interaction Design SOP
7. Visual Design SOP
8. User Interface Design SOP
9. User Testing SOP
10. Documentation SOP
Presentations
Freelance User Experience Architect 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. Introduction Template
2. Research Findings Template
3. Wireframes and Prototypes Template
4. Usability Testing Results Template
5. Final Design Presentation Template
Legal Docs
There are several key times when a Freelance User Experience Architect 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. Statement of Work (SOW)
4. Intellectual Property Assignment Agreement
5. Freelance Contract
Health & Safety Templates
Health & Safety templates for a Freelance User Experience Architect 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 User Experience Architect calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Client Meeting Calendar
3. Design and Development Calendar
4. Content Creation Calendar
5. Marketing and Promotion Calendar
Invoice Templates
Several types of Freelance User Experience Architect 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. Website Development Invoice
3. UX Research and Analysis Invoice
4. Wireframing and Prototyping Invoice
5. Usability Testing Invoice
Survey Templates
For a Freelance User Experience Architect to get insights related to the work they do, they need to send out Freelance User Experience Architect surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. User Satisfaction Survey
2. Website Usability Survey
3. Product Feedback Survey
4. User Testing Survey
5. Competitive Analysis Survey
Meeting Agendas
Having premade Freelance User Experience Architect 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. Stakeholder Feedback Meeting
4. User Testing Meeting
5. Project Wrap-up Meeting
Budget Templates
To manage finances well, a Freelance User Experience Architect 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 User Experience Architect to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. User Engagement Dashboard
2. Conversion Rate Dashboard
3. Website Performance Dashboard
4. User Feedback Dashboard
5. A/B Testing Dashboard
Proposal Templates
For bidding or requesting work, a Freelance User Experience Architect 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. Mobile App Development Proposal
3. User Research Proposal
4. Information Architecture Proposal
5. Usability Testing Proposal
Get Your Template Made
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