Knowledge Base

This page aims to define how graphic design revisions are conducted with the client and within the team.

This procedure applies to the Project Manager, Graphic Designer, and whoever else may be providing input.

The project should commence once the graphic design contract has been signed and the initial deposit is paid. The Sales Director will book an onboarding meeting with the client and fill out the logo form to get critical details from the client. This will be added to the project in Teamwork.

The Project Manager will book a kick-off with the Sales Director and the Graphic Designer to review the project details. The Sales Director will run the team through the onboarding form and add any pertinent information that came up in communication with the client. 

It would be helpful if the Sales Director brought examples of logos similar in style or dissimilar in style to the meeting to give the Graphic Designer visual cues. 

The key project details should then be captured in the project in Teamwork, including the number of hours of working time allotted, the number of rounds of revisions included, the final expected project files, etc. The Office Admin usually places this in the 'Project Scope' notebook, but the Sales Director should review it for completeness and clarity. 

The Graphic Designer will take the project brief and use it to create the initial draft. For logos, there should be 4 variations of the design; for other types of design, one option should be sufficient. Depending on the size of the project, the Graphic Designer should post their progress in Teamwork to check that they are on the right track.

The Project Manager and Sales Director (usually the ones providing feedback, but please evaluate on a case-by-case basis) will upload their revisions for the Graphic Designer within 24 hours to keep the project moving. Once the first draft has been agreed upon internally, the Project Manager will send it to the client for review.

Once the client responds with their feedback, the Project Manager will place the comments in the project so the Graphic Designer knows they have revisions to complete. Once they do this, they will post the revised version in Teamwork for the Project Manager and Sales Director to review. Once the internal review is complete, the Project Manager will send it to the client. The process repeats until a final graphic design output is agreed upon. 

The Project Manager will be responsible throughout this process for monitoring the hours being used for revisions to ensure the project stays on budget. If necessary, they will reach out to the client to warn them that they are near the end of their allotted hours and offer the option to pay for more time if more revisions are required. 

Once the client has approved the completed design, the graphic designer will upload the final project files to the designated Google Drive folder under the client's company name. Review the project details to ensure that all required file types are included, as well as a brand board or other branding items if necessary. 

The Graphic Designer or Project Manager will add up the total hours and submit to the Office Admin a request to invoice the client (unless the project was to be billed at a project rate, not hourly). The final invoice should be sent out if the project was billed at a project rate. The Office Admin will post in the project once the invoice has been paid.