DESIGN TEMPLATE
Design Strategy Template
Design team direction: vision, principles, focus areas, design system status, research roadmap, and team growth.
Use this templateWhat's inside
Field | Details |
|---|---|
Scope | Product / product area / entire org |
Author | Design lead |
Horizon | This year / next 6 months |
Status | Draft |
Last Updated |
Design Vision
What does the ideal user experience look like in 1-2 years? Not a feature list — a description of how it feels to use the product. What will users say about it?
Where We Are Today
What's Working
Design strength to preserve
Pattern or component that users respond well to
Process that helps the team move fast
What's Not Working
UX debt: where the experience is inconsistent or confusing
Process gap: where design is a bottleneck or gets bypassed
Skill gap: what the team can't do well yet
Design Principles
3-5 principles that guide design decisions. These are the tiebreakers when you're stuck between two options. They should be opinionated enough to actually exclude something.
Principle | What It Means | What It Rules Out |
|---|---|---|
e.g., "Fast over fancy" | Prioritize performance and simplicity over visual polish | Heavy animations, large hero images, decorative elements that slow the page |
Focus Areas
The 2-4 themes the design team is investing in this cycle.
Focus Area | Why Now | Key Initiatives | Success Metric |
|---|---|---|---|
e.g., Design system maturity | Inconsistency slows eng and confuses users | Audit components, document patterns, build missing pieces | Eng can ship a standard page without pinging design |
e.g., Onboarding experience | Activation rate is XX% — half of signups never complete setup | Redesign first-run flow, add contextual guidance | Activation rate from XX% to XX% |
Design System
Current state of the design system and where it's headed.
Area | Status | Next Step |
|---|---|---|
Component library | Partial | What's missing, what needs updating |
Tokens (color, spacing, type) | Done | |
Documentation | Needs Work | |
Figma ↔ code sync | Partial |
Research Roadmap
What do we need to learn, and when?
Study | Goal | Method | When | Status |
|---|---|---|---|---|
Research topic | What we want to learn | Interviews / usability test / survey | Planned | |
Planned |
Team & Skills
Skill | Current | Needed | Plan |
|---|---|---|---|
Visual design | |||
UX research | |||
Interaction / prototyping | |||
Accessibility | |||
Content / UX writing |
How Design Works With Other Teams
Collaboration | Current Process | What We Want to Change |
|---|---|---|
Design ↔ Product | How work gets requested and prioritized | |
Design ↔ Engineering | Handoff process, how feedback flows back | |
Design ↔ Research | How research informs design decisions |
What We're NOT Doing
Initiative or request we're deliberately deprioritizing and why
Area we're choosing not to invest in this cycle
Other Design templates
-
Accessibility AuditAccessibility audit: findings by severity, WCAG criteria, and remediation plan. -
Design BriefDesign project kickoff: problem, users, success criteria, constraints, and deliverable timeline. -
Design Critique NotesDesign review notes: feedback with priority, decisions made, and next steps.