How we handoff designs at Cuddle

Mayank Dhawan
Crux Intelligence
Published in
4 min readOct 20, 2020
Cover image

In the beginning of 2020, we started using Figma as our primary design tool at Cuddle. Sharing designs with developers, or really, anyone outside of the design team has now become effortless.

However, with every passing project, we also started hearing things such as: “Which page has the latest designs? How does the complete flow looks like? Where to find the notes from our last review meeting?”

With great collaboration comes great complexity.
You were right, uncle Ben.

Such conversations surfaced three opportunities:

  • Flows, states and processes should be easy to communicate to facilitate smoother handoffs
  • Setup a file structure for our team to kickstart a new project and make navigating within the file, easy
  • To document decisions and meeting notes with every iteration to reference later on

And that’s what we worked on.

The handoff file

The base structure of this template lays out a format of our project files. Over time, we can now expect to form a predictable flow when working on different projects and navigating between files.

Let’s look at each of the sections.

Cover

We start a new project by duplicating the template. And, the first thing we do is update the cover which provides a quick overview of a project and its status. A cover also makes it easier to find a particular file in your Figma’s project view.

Cover
💡Pro Tip: Make sure to update the project’s status as you progress

Project summary

The project summary page helps provide context about the project. These slides can be useful for someone new to the file or serve as a reminder to someone when they revisit the project after months. Feel free to add or remove slides or line items as required.

Project overview
💡Pro Tip: You can paste links to external documents such as PRD in Figma

Handoff checklist

We got together and reflected on what a successful project handover looks like. During that discussion, we realised that there are a lot of things we do that are common. For example, we reach out to Aayush Jain for product copy. Or we forget to apply the correct colour styles in our designs (well, sometimes).

So, we came up with a checklist as a reminder for the process and steps our designs need to go through before we hand them off. The list of items will be different for different teams.

💡Pro Tip: Prepare a list of all tasks and processes that are important to your team and project

Final designs

We use this section for designs that are ready for implementation. As you can see in our file or the example here:

  • We use separate pages for Desktop web, Android and iOS screens
  • Screens of a workflow have a section heading for easier identification
  • We utilise arrows, pointers and notes to annotate over our designs
Final designs
💡Pro Tip: You can showcase flows through static screens with annotations or prototypes

Reviews

We do peer-review sessions twice a week. The objective is to share our work early in the process and gain feedback.

This has often lead us to gain fresh insights into our projects. Moreover, it is a great way to stay updated with what others are doing.

Typically, we use slides from the project summary section to set the context, followed by the actual screens. We also use notes to record the feedback and the minutes from the session.

💡Pro Tip: Record the decisions as a note after every meeting for future reference

Playground

As the name suggests, it is a place to explore and refine your design iterations. Don’t mind if it gets messy around here. By the way, I am guilty of arranging and aligning my frames here as well. 🤷‍♂️

Archive

We use this section for designs that doesn’t make the cut. Sometimes, it does help to refer to older design explorations at a later time. We typically encounter such a situation when dealing with longer or complex projects.

Final thoughts

We hope this template will help you and your team to communicate your design decisions efficiently and with more confidence. We are continually thinking of new ways to collaborate, document and hand-off designs. And, this is our first step towards it.

🔗 Feel free to use this template for yourself or your team.

We’d also love to hear your thoughts and suggestions. Till then, stay safe and take care.

A shoutout to Femke for her fantastic video, that gave us the idea to add a project summary section.

Want to read more of such articles?

Then do follow Cuddle’s Blog 🙌

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Mayank Dhawan
Crux Intelligence

Principal Designer at Urban Company. Thoughts on design, life, and other silly things.