Visual Designer Templates

Visual Designer Templates

There is a huge number of templates that someone in the Visual 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 Visual 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 Brief Template
2. Mood Board Template
3. Design Proposal Template
4. Client Feedback Template
5. Design Presentation Template
6. Style Guide Template
7. Design Invoice Template
8. Design Schedule Template
9. Design Asset Library Template
10. Design Portfolio Template

Reports

Reports are often prepared by a Visual 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. Monthly Design Performance Report
2. Client Satisfaction Report
3. Project Progress Report
4. Design Team Productivity Report
5. Design Trends Analysis Report
6. Competitor Analysis Report
7. Design Project Budget Report
8. Design Project Timeline Report
9. Design Project Resource Allocation Report
10. Design Project ROI 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 Visual Designer does and how they do it.

1. Design Brief Template
2. Mood Board Template
3. Wireframe Template
4. Style Guide Template
5. Presentation Template
6. User Persona Template
7. Design Review Template
8. Design Feedback Template
9. Design Handoff Template
10. Project Closure Template

Presentations

Visual 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. User Experience Design Review
4. Marketing Campaign Pitch
5. Design Trends and Inspiration Update

Legal Docs

There are several key times when a Visual 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. Service Agreement
5. Copyright License Agreement

Health & Safety Templates

Health & Safety templates for a Visual 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 Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Monthly Design Project Calendar
2. Team Meeting and Collaboration Calendar
3. Client Meeting and Presentation Calendar
4. Content Creation and Publishing Calendar
5. Design Conference and Event Calendar

Invoice Templates

Several types of Visual 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 Visual Designer to get insights related to the work they do, they need to send out Visual 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. Brand Perception Survey
4. Design Preference Survey
5. Market Research Survey

Meeting Agendas

Having premade Visual 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. Design Review Meeting
2. Project Kickoff Meeting
3. Creative Brainstorming Meeting
4. Client Presentation Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Visual 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. Marketing and Advertising Budget Template
4. Equipment and Software Budget Template
5. Travel and Conference Budget Template

Dashboards

Dashboards are a useful way for a Visual Designer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Website Analytics Dashboard
3. Social Media Engagement Dashboard
4. Project Management Dashboard
5. Branding and Marketing Dashboard

Proposal Templates

For bidding or requesting work, a Visual 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. Brand Identity Proposal
3. Social Media Marketing Proposal
4. Print Collateral Design Proposal
5. User Interface Design 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 Visual 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.