Freelance User Experience Designer Templates

There is a huge number of templates that someone in the Freelance User Experience 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 User Experience 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. User Research Plan Template
3. User Persona Template
4. Wireframe Template
5. User Flow Template
6. Information Architecture Template
7. Usability Testing Plan Template
8. Style Guide Template
9. Design Presentation Template
10. Project Status Report Template

Reports

Reports are often prepared by a Freelance User Experience 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. User Research Report
2. Usability Testing Report
3. Competitive Analysis Report
4. User Persona Report
5. Information Architecture Report
6. Wireframe Report
7. Prototype Evaluation Report
8. User Journey Report
9. Interaction Design Report
10. Visual Design 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 Designer does and how they do it.

1. User Research SOP
2. Wireframing SOP
3. Prototyping SOP
4. Usability Testing SOP
5. Information Architecture SOP
6. Interaction Design SOP
7. Visual Design SOP
8. User Interface Design SOP
9. User Journey Mapping SOP
10. Design Documentation SOP

Presentations

Freelance User Experience 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. Introduction Template
2. Research Findings Template
3. Wireframes Template
4. Prototype Demo Template
5. Final Design Presentation Template

Legal Docs

There are several key times when a Freelance User Experience 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. Service Agreement
3. Intellectual Property Assignment Agreement
4. Freelance Contract
5. Statement of Work (SOW)

Health & Safety Templates

Health & Safety templates for a Freelance User Experience 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. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Freelance User Experience 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. Design and Development Calendar
4. Content Creation Calendar
5. Marketing and Promotion Calendar

Invoice Templates

Several types of Freelance User Experience 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. Website Development Invoice
3. UX Research and Analysis Invoice
4. Mobile App Design Invoice
5. Branding and Identity Design Invoice

Survey Templates

For a Freelance User Experience Designer to get insights related to the work they do, they need to send out Freelance User Experience Designer 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 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. Stakeholder Feedback Meeting
4. User Testing Meeting
5. Project Wrap-up Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Project Budget Tracker
3. Client Invoice Template
4. Tax Deduction Tracker
5. Savings Goal Tracker

Dashboards

Dashboards are a useful way for a Freelance User Experience Designer 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 Traffic Dashboard
4. User Feedback Dashboard
5. A/B Testing Dashboard

Proposal Templates

For bidding or requesting work, a Freelance User Experience 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. Website Redesign Proposal
2. Mobile App Design Proposal
3. User Research Proposal
4. Usability Testing Proposal
5. Information Architecture Proposal

Get Your Template Made

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Freelance User Experience Designer Templates