Looking for Freelance UX/UI Designer Templates to download? See the main templates that a Freelance UX/UI Designer would use in their day-to-day work.
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Freelance UX/UI Designer Templates
Contents
Freelance UX/UI Designer Templates
There is a huge number of templates that someone in the Freelance UX/UI 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/UI 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. Style Guide Template
7. User Testing Report Template
8. Design Presentation Template
9. Project Time Tracking Spreadsheet
10. Invoice Template
Reports
Reports are often prepared by a Freelance UX/UI 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. User Testing Report
3. Website Analytics Report
4. Conversion Rate Optimization Report
5. A/B Testing Report
6. Customer Satisfaction Survey Report
7. Competitor Analysis Report
8. Design Performance Report
9. Usability Testing Report
10. User Journey Mapping 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/UI Designer does and how they do it.
1. User Research SOP
2. Wireframing SOP
3. Prototyping SOP
4. Usability Testing SOP
5. Visual Design SOP
6. Interaction Design SOP
7. Information Architecture SOP
8. User Persona Development SOP
9. User Journey Mapping SOP
10. Design Handoff SOP
Presentations
Freelance UX/UI 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. Monthly Performance Report
2. User Research Findings
3. Wireframe Presentation
4. UI Design Concepts
5. Usability Testing Results
Legal Docs
There are several key times when a Freelance UX/UI 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. Statement of Work (SOW)
4. Intellectual Property Assignment Agreement
5. Freelance Contract
Health & Safety Templates
Health & Safety templates for a Freelance UX/UI 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. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance UX/UI 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. Task and Deadline Calendar
4. Content Creation Calendar
5. Personal Time and Availability Calendar
Invoice Templates
Several types of Freelance UX/UI 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. Mobile App Design Invoice
4. UX/UI Consulting Invoice
5. Graphic Design Invoice
Survey Templates
For a Freelance UX/UI Designer to get insights related to the work they do, they need to send out Freelance UX/UI Designer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. User Experience Survey
3. Website Usability Survey
4. Product Feedback Survey
5. Customer Support Evaluation Survey
Meeting Agendas
Having premade Freelance UX/UI 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 UX/UI 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/UI 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. Customer Support Dashboard
4. Website Traffic Dashboard
5. A/B Testing Dashboard
Proposal Templates
For bidding or requesting work, a Freelance UX/UI 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. User Interface Enhancement Proposal
Get Your Template Made
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