UX Portfolio Case Study template (plus examples from successful hires)


Your portfolio is the most critical piece of the puzzle when it comes to selling your design skills to recruiters and clients. It’s the single most vital component of any design career move you will ever make.

UX Case Study template

A UX case study is a detailed but summarized presentation of a design project, its goals and objectives, the research methods used, the process to find a solution and the results achieved.

I hope to share with you a UX portfolio Case Study template for making your portfolio simpler and less overwhelming with the aim of getting you a job interview and potentially a higher paying job. I happen to have stumbled upon it through trial and error but it has resulted in me being headhunted for my last three Senior roles in UX at two agencies and a product company.

My portfolio on Behance.net

But first let’s start at the beginning.
 
When I was trying to design my portfolio, I used to spend countless hours digging up relevant work from past projects, downloading a ton of device mockups, and implementing every tactic from articles on portfolios that you can find.

The problem with that was it had been months and I was still not done. Every little inspiration I found, seemed to demand a new version. I also was not getting any interviews for the job I had applied for.

How long should a portfolio case study be? What should I include? I felt stuck and overwhelmed by every single detail.

The worst part was, I was not even sure if what I had was good enough to get an interview, let alone a job.

You know.

That queasy, gut-twisting anxiety in the pit of your stomach won’t go away no matter how much you tweak your portfolio.

By spending time studying other design portfolios of not just every designer but successful hires, I was finally able to come up with a system that covered what recruiters actually wanted to see.

Why the structure of a case study is important

Recruiters spend a short amount of time on each candidate’s portfolio, scanning for information in the case studies that relates to the role’s skills and responsibilities.

Recruiters don’t have time

To stress how each important your case study detail and layout is, let’s look at how two recruiter personas who have different business needs might look at the information provided in a designer’s case study.

Recruiter 1

Peter

CEO
Works at small mobile app company, limited staff.
Results orientated, only has 5 minutes to look through a portfolio.
Looking for a freelancer/part-time designer.

A quick view of a candidate’s case study should answer:
– Is their work relevant to what we do?
– How much work did they do on a project
– Can they work unsupervised? 
– Have they seen a project through to launch?

Recruiter 2

Dan

Creative Director
Looking for a full-time designer
Works for a large agency. 
Leads and supervises the design team.
Process orientated, has time for a detailed case study.

A quick view of a candidate’s case study should answer 
– Is their work relevant to what we do?
– Is this their most recent work and skills level 
– Do they understand what problem they were solving (big-picture thinking)
-Did the solution solve the problem they sort out to address

These two recruiters require different forms of information and detail from your case study. It is up to you to make sure the case studies you create cover what they are looking for in order to land interviews.

Don’t just put a portfolio case study together and hope it will be good enough.

The secret to a portfolio case study that can get you an interview and explode your career opportunities lies in a creation process that is aligned with your audience’s needs.

That’s why I want to share with you this UX Portfolio Case Study template from UX Design Mastery. It is based on over 60 portfolios of successful design hires from Facebook, Amazon, Uber, Twitter, Apple, Google, LinkedIn, Dropbox and the insights of top design recruiters.

How do you write a UX case study

This template is meant to help outline all the text that is going to be in your case study that recruiters/clients are looking for.

This ensures that your case study has a good narrative and understandable structure. This also allows you to plan more effectively what design artifacts you will need in your case study. It’s a system by which you can rapidly roll out multiple case studies without forgetting anything that’s relevant to a recruiter or client.

The UX Portfolio Case Study template has 8 critical sections that recruiters are looking for.

UX Portfolio Case Study template

1. Project Title & Subtitle A headline and subtitle that indicates the name and goal of the project
2. Client/Company/Project typeWho was the project for
3. Project dateWhen did you work on the project
4. Your roleWhat you were responsible for on the project
5. Project Summary/About this ProjectAn overview that summarizes the project, goal and results
6. The challenge What specific problem, user needs, business requirements and/or pain points that the project solves. Were there any technical constraints or business KPIs you had to keep in mind? Who are you users and what are their specific needs
7. SolutionWhat method/process were used to solve specific problem, user needs, business requirements and/or pain points? How did features address the objectives?
8. ResultsProject success metrics, awards, reflections, project next steps and/or lessons learnt

Let’s look at these sections in detail, roughly how long each one should be and share some real life examples from successful hires.


1. Project Title & Subtitle

Length: Project Title (1 line) & Subtitle (1–2 lines)

A short concise headline that couples the name of the brand/application/client and goal of the project. A lot of designers tend to rush the naming of their project but it is crucial in capturing the attention of its reader. It is the first thing a recruiter is going to read to decide whether or not to carry on reading your UX case study. Make sure it is clear, understandable, and does not use technical jargon. The subtitle is optional but a great way to build more context around the Project title.

Abbey Lee, Amazon
Rachel Cheng, Facebook

2. Client/Company/Project type

Length:1 line

Unless stated in the title, this helps build more background to who the project was for. If the project was not a commercial project for a client or brand, this is where you can state that it was a conceptual project, a design challenge, or a practice project.

Mariah Ho, Apple

3. Project date/duration

Length:1 line

When or how long the project was helps the recruiter establish whether this is your most recent work and most importantly, to gauge where your skill level is. Always try to put up work that is recent because it’s an accurate reflection of your skills.

Bre Huang, Uber

4. Your role

Length:1–2 lines

This is a section to state everything you did and were responsible for. Recruiters are looking to accurately assess your skills in the context of the entire project’s execution. Did you work with a team, did you work unsupervised to create the project deliverables. Recruiters can make an informed decision about whether you will need help on the job or hit the ground running.

Pratibha Joshi, Sprinklr

5. Project Summary

Length: 1–2 paragraphs

This is a critical section for any reader who does not have a lot of time to read through the entire case study but wants a brief summary of the project, goals, and results. They may be going through a stack of applications and only have a few minutes to scan over one or two projects in your portfolio. Usually the first two. If nothing stands out or if the work is unclear then they will quickly move on.

Pratibha Joshi, Sprinklr

That covers the introductory part of your case study. Now we get to the body of the case study.

6. The Challenge/Problem

Length: 2–3 paragraphs

This section specifically looks at the problems the project is trying to address. What are the business requirements, user needs, pain points that the project solves? Who are the end-users and core target market? What platforms was the project for and where there any technical constraints or business KPIs you had to keep in mind?

Rachel Cheng, Facebook
Rahul Jain, Google

7. The Solution

Length: As long as needed

This section is going to be the longest as it showcases how the project goals where achieved. Firstly, outline the design process steps and methods followed during the project outlines the layout of this section. Show your overall project steps, why you chose the methods you used. Recruiters want to see all the relevant design artifacts that you produced from sketches to visual mockups to prototypes. Secondly, show how the project evolved through reviews and user feedback. I have put together a table that will hopefully guide your storytelling around each design deliverable. For each one speak on how the work evolved, was iterated on, or revised based on testing and stakeholder input.

DeliverableStorytelling tips
PersonasDescribe what data personas were based on, incorporating real quotes and behaviors to humanize user data
SketchesShare the evolution of ideas through sketches, highlighting how initial concepts addressed specific user needs or problems.
Interview NotesPresent compelling user quotes and stories that reveal underlying needs or pain points, setting the stage for design decisions.
Usability Test ResultsTell the story of a user’s interaction, focusing on challenges faced and how design iterations improved their experience.
WhiteboardsDescribe collaborative sessions, capturing the dynamic process of brainstorming and decision-making that led to design insights.
WireframesExplain how wireframes translated user needs into structured layouts, and how feedback informed subsequent iterations.
UI DesignsDiscuss how visual elements align with user expectations and brand identity, enhancing usability and engagement.
PrototypesShare scenarios where prototypes enabled user testing and feedback, leading to refinements that improved the final product.
Site MapsDescribe how the site map evolved to improve navigation and user flow, addressing specific usability challenges.
User JourneysWalk through a user’s experience step-by-step, highlighting emotions and touchpoints that influenced design decisions.

Here are some examples for showing the overall process:

Slyvia Yu, SimpleLegal
Slyvia Yu, SimpleLegal
Bre Huang, Uber
Lim Zhiyang

8. Results

Length: 1 paragraph

The critical last section concludes the case study by outlining any project success metrics that were achieved, awards that were won. Here are some example results that one commonly finds in a design portfolio and how you can phrase it.

Result TypeExample Impact
Improved Task CompletionTask success rate increased from 65% to 92% after redesign.
Reduced Drop-offCheckout drop-off decreased by 30% after simplifying the form flow.
Increased Engagement40% more users interacted with the feature after UI overhaul.
Faster Task PerformanceAverage time to complete task reduced from 3 min to 1.5 min.
User Satisfaction BoostCSAT score increased from 3.2 to 4.5 post-launch.
Error Reduction70% fewer user input errors after redesigning form validation.
Revenue Uplift15% increase in conversions after improving product detail pages.
Support Load Decrease25% drop in support tickets related to account setup after UX improvements.
Mobile Optimization GainsBounce rate on mobile dropped by 18% after responsive redesign.
Developer Handoff SpeedReduced back-and-forth in dev handoff by 50% using component-based design.

In the case of a project that is not live, reflections and the project’s next steps are sufficient to round up the case study. Try to share any lessons that you learned to demonstrate you are invested in both the project’s life cycle and your career development.

Rachel Cheng, Facebook
Pratibha Joshi, Sprinklr


What you can do next

If you would like to get down to work, download my UX Portfolio Case Study template for free. Its included with the Design Portfolio Layout Guide, which including 20 online case studies and example scripts for each case study section.

DOWNLOAD GUIDE

What to read next

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How to fill in the UX Portfolio Case Study template from scratch and I will use an example UX case study from my portfolio.Read more

UX Case Study Example #2 plus free template

You may be wondering how should you organize a large amount of project information in a case study so that it isn’t overwhelming to recruiters? What information is vital to include in a portfolio case study? Or maybe you are just struggling to bringing together your wireframes, strategies and sections into a clean, attractive narrative…Read more

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