Resources for freelance designers

Posted on 15th September 2007 by James Young | There are 9 comments so far

There are plenty of things a freelancer needs to do and be aware of when they’re working for themselves that would normally be taken care of by their employer if they were working full time. Hopefully this small list of time tracking, contract, scoping and invoicing sites will prove helpful to those of you who are working for yourselves.

Contract and scope documents

Here is a generic design project I usually use for most clients and it’s always proved adequate for my needs, feel free to download it and use it for your work, just be sure to update the information to reflect your personal details.

Word Document Generic web design contract download

It’s important that you also take the time to outline the scope of the work you’re going to as it’s so easy for “project creep” to become an issue towards the end of the project. I’ve experienced it in the past where clients have tried the “I’ll pay you once you’ve done these last couple of things” line. With a simple project scope document, you can outline what constitutes part of the project and what doesn’t.

 alt= Generic project scope document download

The last document download for this post is a simple but hopefully comprehensive “client requirements” document. This is something that you should be sending to client as early as possible after they’ve made contact with you to get a quote for work. It will help the client firm up many of the things they’re looking for in a site and at the same time will provide you with a lot of information in order to quote both cost and timescales for the project.

 alt= Generic client requirements document download

Project management resources

Don’t forget that once you’ve won the client and secured their signature on the contract, the work is only just beginning for you. They will be expecting that now they’ve taken the time to fill in all the documents above you will have a strong idea of what they want and how long it will take to provide it. Here are a couple of simple resources that will help you stay organised and make your workflow more efficient Rainlendar todo lists and calendar Basecamp HQ – Project collaboration software

Invoicing

I am making only one recommendation for invoicing, I’ve been using it for a year and for freelancers, it’s ideal. You can try blinksale for free, sending up to 3 invoices a month but I highly recommend the value of upgrading your account on this site for those of you who invoice more than 3 times a month. Blinksale – the easiest way to invoice online I hope this small list proves useful, I’ll be adding further resources over time so be sure to come back regularly.

9 people have commented on this entry

just to let you know i read your freelancer focus on the graphic design blog and thought I would take a look at your site and the downloads on this blog item but none of them are working.

Just thought you would like to know

Thanks for letting me know Steve, they’re still in the upload folder for the old blog structure and I’d forgotten to move them. The links are now fixed.

Cheers,

James.

Great set of documents, loads of help. Thanks and keep up the good work,

JP
http://www.digitartsuk.com

[...] is all up to you now. I’ve written another post on this blog which called “useful resources for freelance designers” which has a sample contract and scope document you’re welcome to download and use. Be [...]

[...] Useful resources for freelance designers [...]

David Barrett

19th May 2008

Hi.
First off, great site, Im looking at going freelance and the articles you have about how to start up and the various pit falls are brilliant, just wish I had found your site 6 months ago!!

I am having a bit of trouble downloading the files on this post (Template contracts etc) Im getting a 404 error when I try to download them.

Thanks for letting me know David, I must have forgotten to re-upload these when I switched the site structure around! You should now be able to download these files.

Glad you’re enjoying the site :)

James.

Hi James,
Just saw your post on Linkedin and thought I would check out your sample documents. I am just writing my own and it is great to see some examples from a fellow freelancer. Thank you for posting them.
Bex

For invoicing I really like http://www.freshbooks.com, they are constantly upgrading what I already thought was perfect..very well done!

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