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Notion Templates

Purpose: To gather a curated collection of pre-designed, customizable templates tailored for various stages of the UX process. These are designed to streamline your workflow, help organize your projects, and provide a solid and simple structure to your design activities.

What you’ll get from this database:

  • A set of minimal templates for each stage (Strategy, Scope, and Surface) to help guide and document key aspects of your design process.
  • Both blank & filled templates to provide structure and examples on their use.
  • No more guesswork on what to include/exclude from your deliverables.

📝 Strategy Templates

✓ Project Scope Statement

Purpose: To clearly define the project’s objectives, scope, deliverables, stakeholders, and constraints, ensuring alignment among all team members and stakeholders, and guiding the project's direction from initiation to completion.

✓ Proposal Document

Purpose: To provide a detailed approach for presenting a solution to a client, covering the problem, proposed solution, market analysis, scope, pricing, methodology, and expected outcomes for client approval and alignment.

✓ Project Brief

Purpose: To establish a high-level overview of a project’s goals, target audience, stakeholders, and deliverables, serving as a foundational document for guiding the project’s progress and aligning team efforts from the start.

✓ Product Requirements Document (PRD)

Purpose: To define the features, functionalities, and specifications of a product, outlining key elements such as target audience, user stories, and design considerations, ensuring alignment on goals and expectations throughout the product lifecycle.

✓ Stakeholder Interviews: From Scratch

Purpose: To gather initial insights when starting a new product or service development, capturing the vision, goals, and target audience from stakeholders to ensure alignment before design and development.

✓ Stakeholder Interviews: Existing Product

Purpose: To collect insights from stakeholders regarding an existing product or service, identifying pain points, areas for improvement, and user feedback to inform the next steps in product development or optimization.

✓ Competitive Analysis: Descriptive

Purpose: To provide a detailed, descriptive analysis of competitors, capturing essential information about each competitor’s product, key features, and benefits to understand the competitive landscape.

✓ Competitive Analysis: Ranking

Purpose: To evaluate competitors based on specific criteria, allowing for a structured comparison of their performance across various aspects of their products or services.

✓ Competitive Analysis: SWOT

Purpose: To assess competitors using the SWOT (Strengths, Weaknesses, Opportunities, Threats) framework, providing insights into internal and external factors that affect their position.

✓ Survey Questions

Purpose: To define the goals of your survey, draft a short introduction to engage participants, and structure questions clearly to gather actionable insights.

✓ Survey Screening: Interviews

Purpose: To effectively screen participants for user interviews by combining eligibility criteria, goal-setting, and structured questions.

✓ User Interview

Purpose: To structure and plan effectively user interviews to get insights, explore participant behaviors, experiences, and opinions related to a product or service.

✓ Design Criteria Canvas

Purpose: To define clear product requirements by prioritizing features based on necessity and desirability.

📝 Scope Templates

✓ Folders & Tasks

Purpose: To organize tasks and sub-tasks into folders, with a streamlined approach for simple project and personal task management.

✓ Releases & Tasks

Purpose: To manage release-centric products or projects by linking tasks to specific releases in a clear, connected structure.

✓ Sprints, Projects & Tasks

Purpose: To support complex workflows with a template tailored for engineering teams, using time-boxed sprints and project tracking.

✓ SMART Goals

Purpose: To define clear, actionable, and trackable goals using the SMART method — Specific, Measurable, Achievable, Relevant, and Time-bound — to align efforts and measure progress effectively.

📝 Surface Templates

✓ Content strategy

Purpose: To streamline the planning and organization of content across pages or screens, ensuring alignment with objectives and target audience. This template guides content creators in defining key content elements such as main messages, goals, and audience needs, ensuring a cohesive strategy across multiple touchpoints.

✓ Usability Testing: Unmoderated

Purpose: To facilitate unmoderated usability testing by providing a structured approach to gather quantitative insights on a product’s usability. Ideal for testing prototypes or live products with remote participants, especially when time and budget constraints require a quick turnaround without real-time interaction.

✓ Usability Testing: Moderated

Purpose: To support moderated usability testing sessions, where a facilitator guides participants through tasks while observing behaviors and collecting qualitative feedback. Ideal for testing products that require in-depth exploration of user interactions and experiences with real-time observation and follow-up.

✓ Case Study

Purpose: To help create a structured and impactful case study that clearly demonstrates your design process, decisions, and outcomes. This template transforms a chaotic design journey into a cohesive story, highlighting challenges, solutions, research conducted, and results achieved.

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