Introduction:

For many designers, getting the final approval on your work may be one of the more challenging aspects of the project. That's often because there are so many people involved in the process who need to sign off on the final product.

This graphic design approval checklist template provides a shared space for the designer, client, and anyone else to work together throughout the project.

You'll be able to document all the project details and progress in one place and most importantly, it implements automated Approvals tasks throughout the process to allow for your client to be able to quickly and simply approve (or deny) your work as you move forward. 

By utilizing this checklist, you and your client can move through the project making sure you're both on the same page; no more unwanted surprises, and no more time wasted on chasing up drafts and documents edits across multiple platforms.

Having a mutual space for you and your client also means your client's mind will be more at ease throughout the process because they would be aware of the progress every step of the way and this improves client satisfaction overall.

When running this checklist, make sure to assign all the necessary people involved in the project and set deadline dates for different stages of completion for optimal communication and follow through.

Information:

Record project details

Firstly, you should use the form fields below to record basic project information for future reference.

Preparation:

Schedule meeting with client

Use the date field to specify a date with your client in order to discuss the project brief.

Meet with client

You can use the form field below to record any notes or important points from the meeting.

Prepare project design brief

Take time to put together a design brief for your graphic design project.

Once you've put together a document, upload it to the form field below.

Finalize contract

It's very important that the contract is made clear so there isn't any miscommunication when edits and revisions arise in the process.

Use this task to communicate a final draft of the contract with the client, and get their approval.

Upload the contract to this task.

Approval: Contract

Will be submitted for approval:
  • Finalize contract
    Will be submitted

Creating design:

Create multiple moodboard concepts

Using the information you gathered during the initial meeting, create multiple moodboards for your client to choose from.

This should be an opportunity to present different visual styles, color palettes, etc., so make sure to provide options and variety.

Upload a presentation PDF to the field form below documenting your different moodboards for further discussion. 

Approval: Choose one moodboard concept

Will be submitted for approval:
  • Create multiple moodboard concepts
    Will be submitted

Design draft mockups

Now that your client has decided on which visual style to move forward with, create multiple draft mockups to discuss with your client.

Your designs should not be as varied in style are your moodboards were, but there should still be some variations in design for your client to choose from.

Upload a presentation PDF to the field form below documenting your draft mockups for further discussion. 

Schedule meeting with client to discuss mockups

Use the date field to specify a date with your client in order to discuss your draft mockups.

Conduct meeting with client

You can use the form field below to record any notes or important points from the meeting.

Design second draft

Once you have a more clear direction inspired by the initial mockups, you can now move forward with a single design.

Build out the second draft of your design and upload it below.

Approval: Second draft design

Will be submitted for approval:
  • Design second draft
    Will be submitted

Finalize design

Now that your second draft has been approved, you should focus on finalizing your design for the final approval.

Upload it to the form field below once completed.

Approval: Final design

Will be submitted for approval:
  • Finalize design
    Will be submitted

Deliver finished work

Now that you're finished on the design, the only thing left is to deliver the finished files to your client.

It's important to know what format your client prefers to receive the work in. Once you have that figured out, simply email your client with the finished files.

When your client confirms that they've received your work, use the form below to make note of it.

Sources:

Sign up for a FREE account and
search thousands of checklists in our library.

Sign up for a FREE account and search thousands of checklists in our library.