Freelance UX Designer Templates

Looking for Freelance UX Designer Templates to download? See the main templates that a Freelance UX Designer would use in their day-to-day work.

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Freelance UX Designer Templates

There is a huge number of templates that someone in the Freelance UX 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 UX 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. Wireframe Template
4. User Persona Template
5. User Journey Map Template
6. Usability Testing Script Template
7. Style Guide Template
8. Design Presentation Template
9. Project Timeline Template
10. Invoice Template

Reports

Reports are often prepared by a Freelance UX 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. Competitive Analysis Report
3. User Persona Report
4. Information Architecture Report
5. Wireframe Report
6. Prototype Testing Report
7. Usability Testing Report
8. Analytics Report
9. Conversion Rate Optimization Report
10. User Feedback 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 UX 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 Experience Evaluation SOP
10. Design Documentation SOP

Presentations

Freelance UX 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. User Research Template
3. Wireframing Template
4. Prototyping Template
5. Usability Testing Template

Legal Docs

There are several key times when a Freelance UX 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. Independent Contractor Agreement
3. Statement of Work (SOW)
4. Intellectual Property Assignment Agreement
5. Service Level Agreement (SLA)

Health & Safety Templates

Health & Safety templates for a Freelance UX 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 UX 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. Personal Task Calendar
5. Design Inspiration Calendar

Invoice Templates

Several types of Freelance UX 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. Graphic Design and Branding Invoice

Survey Templates

For a Freelance UX Designer to get insights related to the work they do, they need to send out Freelance UX 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 Experience Testing Survey
5. Design Preference Survey

Meeting Agendas

Having premade Freelance UX 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. User Testing Meeting
4. Stakeholder Feedback Meeting
5. Project Wrap-up Meeting

Budget Templates

To manage finances well, a Freelance UX Designer 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 UX 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 UX 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 Development Proposal
3. User Research Proposal
4. UI/UX Design Proposal
5. Usability Testing 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 UX 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.

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