💻 B2B SaaS Design Checklist
About this template
The B2B SaaS Design Checklist is your ultimate step-by-step guide for leading design projects across startups and enterprises. Tailored for design leaders, this template is packed with actionable insights, practical tasks, and pro tips to help you and your team deliver exceptional results. From the initial setup to measuring the success of your designs, this playbook streamlines your process, encourages collaboration, and keeps your projects aligned with business goals.
What’s Inside? 📖
1️⃣ Project Setup: Lay the groundwork and set your team up for success.
2️⃣ Research: Gather insights, explore opportunities, and understand your users.
3️⃣ User Journey & Flows: Map out experiences and turn ideas into actionable steps.
4️⃣ Wireframing: Sketch, iterate, and refine your ideas with early testing.
5️⃣ Design Phase: Bring your vision to life with stunning high-fidelity designs.
6️⃣ Review Phase: Validate, critique, and align with stakeholders and teams.
7️⃣ Handover Phase: Share designs, prototypes, and documentation seamlessly.
8️⃣ Support and Measure: Ensure smooth implementation and evaluate success.
Why It’s Perfect for Design Leaders 💡
✔️ Comprehensive Process: Covers every step of the design journey, from planning to post-launch evaluation.
✔️ Actionable Tasks: Provides clear, practical steps to keep your projects organized and aligned with business objectives.
✔️ Flexibility: Designed as a toolkit—adapt it to your team’s unique needs and workflows.
✔️ Pro Tips: Packed with insights and strategies to help you lead effectively, empower your team, and deliver impactful designs.
✔️ Collaboration-Driven: Encourages teamwork and alignment across design, product, and development teams.
How to Use This Template 🛠️
🖱️ Duplicate the Template: Click “Duplicate” to make it your own in Notion.
✏️ Customize for Your Projects: Adapt sections and tasks to fit your team’s needs.
🤝 Collaborate and Share: Use this template to align your team, track progress, and document your success.
💻 Created by Richard Farkas. Follow on Instagram and YouTube @richardfarkasofficial
