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Design Process Cheatsheet

This document outlines a design process template for mapping out branding and web design projects in Asana or another project management tool. It includes color-coded tasks for the designer and client. The process covers pre-work, branding, website design, and final stages. Tasks include creating inspiration boards, logos, wireframes, website designs, and providing client training. Using a template ensures the full process is followed for each project.

Uploaded by

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

Design Process Cheatsheet

This document outlines a design process template for mapping out branding and web design projects in Asana or another project management tool. It includes color-coded tasks for the designer and client. The process covers pre-work, branding, website design, and final stages. Tasks include creating inspiration boards, logos, wireframes, website designs, and providing client training. Using a template ensures the full process is followed for each project.

Uploaded by

chinssy
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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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
Your client’s 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 (text + photos) to Asana
Schedule a consultation so we can discuss your homework and you can
ask any last-minute questions you have. [I use Acuity Scheduling 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
Invision App.]
Complete 1 revision round for wireframes

W W W. N E S H AW O O L E R Y.C O M
Design the homepage in Photoshop or Illustrator, save and send to the
client 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.

Final Stages

Final payment due


Send final files, hand over the website and ask the client to book a
complimentary 30 minute training session with you so you can teach
them how to use their new brand files and website! [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 30 minute training session
Complete the training session and ask for a testimonial during the
session. It’s harder for client’s to forget when you as them face-to-face.

WANT TO LEARN MORE ABOUT THE DESIGN


PROCESS?

This cheatsheet is from my course, Organize & Automate. In the course, we


dive deep into the design process. You’ll learn how to streamline your client
onboarding and offboarding process, how to use Asana to manage design
projects, how to streamline your workflow in Adobe Illustrator and more!

Enroll here or sign up for a free course preview here.

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

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