Scribd
Upload
12 views

Design Process Cheatsheet

This document provides a template for mapping out a design process in a project management tool like Asana. It includes color coded tasks for both designer and client roles grouped into phases like branding, website design, and final stages. The template aims to help designers stay organized and ensure important steps are not missed.

Uploaded by

celestegiron23
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
12 views

Design Process Cheatsheet

This document provides a template for mapping out a design process in a project management tool like Asana. It includes color coded tasks for both designer and client roles grouped into phases like branding, website design, and final stages. The template aims to help designers stay organized and ensure important steps are not missed.

Uploaded by

celestegiron23
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 5

DESIGN

PROCESS

CHEATSHEET

W W W. N E S H AW O O L E R Y.C O M
Most designers map out their design process in a pretty PDF, thinking they
will refer to it again and again. The problem is that PDF’s usually get forgotten
and just sit gathering dust in a folder on your laptop.

You DO need to map out your design process, but you need to map it out
somewhere you’ll see it again and again.

YOUR HOMEWORK

Map out your design process in a new, blank project in Asana (or another
project management tool you prefer) and name it ‘Project Template’. Every
time you start a new project, you can simply duplicate this template project
so you don’t have to write out your tasks/process again.

Having a template of all the tasks you and your client need to achieve
throughout the project will make sure you never miss anything out.

Below are the tasks you can include in your brand and web design projects.

This is just a basic outline of what your design process should go like. If your
process requires more steps or includes more services or revisions, add
them!

All the tasks below are colour coded so you know which tasks should be
assigned to you and which tasks should be assigned to your client.

COLOUR CODE

Your tasks
Client tasks

W W W. N E S H AW O O L E R Y.C O M
THE STEP-BY-STEP DESIGN PROCESS

Pre-work

Create a Pinterest board and fill it with visual inspiration.


Fill in your design questionnaire.
Upload your website content (copy + photography) to our shared
Google Drive folder.
Schedule a consultation call so we can discuss your homework and you
can ask any last-minute questions you have. [I use Calendly to schedule
client meetings.]

Branding

Create moodboard (This will include the colour palette and aesthetic of
the project.)
Complete 1 moodboard revision.
Create 3 main logo concepts.
Complete ‘main logo- revision 1’.
Complete ‘main logo- revision 2’.
Create brand board with all other brand elements on it (logo variations,
sub marks, fonts, patterns, email signature and any other branding
included in the project.)
Complete ‘brand board- revision 1’.
Complete ‘brand board- revision 2’.
Create social media branding.
Complete ‘social media branding- revision 1’.
Complete ‘social media branding- revision 2’.

Website Design

Create wireframes of each page. [You can use a wireframing tool like

W W W. N E S H AW O O L E R Y.C O M
Wireframe CC.]
Complete 1 revision round for wireframes.
Design the homepage in Photoshop or Illustrator, save and send for
approval. (No need to design all the other pages - you and the client
already know what the layout of these pages will be thanks to your
wireframes. They will simply follow the same design style as the
homepage when it’s time to create the live site.)
Complete 1 revision round for the homepage mockup.
Create the live website, including all other pages.
Complete 1 revision round for the live website.

Things to keep in mind when documenting your web design process:


• Consider limiting the number of web pages you’ll design and create.
• Are you responsible for adding the client’s web copy to their website?
• If so, should you limit how many pages of copy you’ll add or how many
words on each page?
• Are you going to add their blog posts and shop items?
• If so, should you limit the number of blog posts or shop items you’re
responsible for adding?

Final Stages

Final payment due.


Send final files, hand over the website and ask the client to book a
complimentary 30 minute training session. [Brownie points if you give
your client access to a client portal filled with tutorials, resources and
answers to common questions you get after the completion of projects.]
Schedule a 30 minute training session.
Complete the training session and ask for a testimonial during the
session. It’s harder for clients to forget when you ask them face-to-face.

W W W. N E S H AW O O L E R Y.C O M
ARE YOUR DESIGN PROJECTS MESSY & UNORGANIZED?

Sign up for my FREE 6-day course to learn how to use Asana (my favourite
free project management tool) to organize your projects and WOW your
clients!

Click here to learn more & sign up today!

W W W. N E S H AW O O L E R Y.C O M

You might also like