Business Design Templates — The Business Side of Design

Mental model

These are the artifacts that leave the team. They are read by people who did not attend the meeting, will not read the Figma, and are deciding whether to fund, approve, or hire.

• Lead with the decision you want. A proposal that opens with your process makes the reader hunt for the ask. Put scope, timeline and price in the first screen.
• Show the problem before the solution. A case study that opens on the final UI reads as a portfolio piece. One that opens on the broken funnel reads as evidence.
• Quantify or say you cannot. "Improved usability" is noise. "Cut checkout abandonment from 71% to 54% over six weeks" is an argument. If you have no number, say what you observed instead of reaching for an adjective.
• Scope is a fence, not a wish. Every proposal names what is excluded. The excluded list prevents more disputes than the included one.