{"id":11034,"date":"2017-05-05T12:51:15","date_gmt":"2017-05-05T12:51:15","guid":{"rendered":"https:\/\/www.process.st\/templates\/graphic-design-process\/"},"modified":"2024-02-28T19:48:54","modified_gmt":"2024-02-28T19:48:54","slug":"graphic-design-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/graphic-design-process\/","title":{"rendered":"Graphic Design Process"},"content":{"rendered":"<section id=\"introduction-to-graphic-design-process\">\n<h2>Introduction to Graphic Design Process<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/m-wWzk2KNi87Dd5J3exDlA.png\" alt=\"Graphic Design Process\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/m-wWzk2KNi87Dd5J3exDlA.png\"> <\/a><figcaption>\n     Graphic Design Process<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>In this Graphic Design Process checklist, we're going to walk through the steps from meeting with a client in the ideation stage to <strong>delivering the images and designs the client requires<\/strong>.<\/p>\n<p>The specific use case in mind when formulating this process was a company which required some visual promotional materials to represent their brand in an upcoming <a href=\"https:\/\/www.process.st\/marketing-automation-software\/\" rel=\"nofollow noopener\" target=\"_blank\">marketing<\/a> push. &nbsp;<\/p>\n<p>However, the checklist could alternatively be used as a UI checklist and could follow on from another design checklist of ours like the <a href=\"https:\/\/www.process.st\/templates\/ux-design-process\" rel=\"nofollow noopener\" target=\"_blank\">UX Design Process<\/a>. &nbsp;<\/p>\n<p>You can edit this template and customize it to suit your specific needs. We'll provide a series of visual resources throughout the checklist to help give you inspiration.&nbsp;<\/p>\n<p><strong>Use the form fields in each task<\/strong> to record your work and store the information gathered. All data entered into the form fields from every time this checklist is run <strong>can be seen in the template overview section.&nbsp;<\/strong><\/p>\n<p><strong>Watch this short video introduction below<\/strong> to get your juices flowing.<\/p>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/WafsA2RqBZA?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    Introduction to Graphic Design: Design Process - JFT<\/div>\n<\/div>\n<\/section>\n<section id=\"record-client-details\">\n<h2>Record client details<\/h2>\n<div class=\"text-content\">\n<p>Use this space to record important contact information for future reference.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Company <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"hold-a-briefing-meeting-with-the-client\">\n<h2>Hold a briefing meeting with the client<\/h2>\n<div class=\"text-content\">\n<p>Your initial <a href=\"https:\/\/www.process.st\/run-a-meeting\/\" rel=\"nofollow noopener\" target=\"_blank\">meeting<\/a> with the client will define the rest of the project.&nbsp;<\/p>\n<p>This is your opportunity to <strong>explore the client's thoughts and expectations<\/strong>. This is also the moment where you need to determine deliverables and project scope.&nbsp;<\/p>\n<p><strong>You can use the subchecklist below<\/strong> to help guide your meeting - asking the right questions about the design and the structure of the project.&nbsp;<\/p>\n<p><strong>Use the form fields beneath<\/strong> to record the notes of this conversation.&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Understand client's expectations<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      See the company's vision<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Ask about the company's goals<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Get them to explain in detail their products or services<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Check if they have existing design materials to maintain consistency with<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Discuss the timeframe<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Establish the review processes<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Clarify the budget<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What does the client expect from the project? - deliverables, aims, etc <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How has the client described the company's vision? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the company's key goals? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the client's products or services? What are their points of differentiation? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What existing design materials do they have? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload design materials here, if applicable <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What ideas does the client have about timeframes? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> If applicable, record a final delivery date here <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What review processes will be in place? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the budget for the project? <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<\/section>\n<section id=\"research-your-clients-ecosystem\">\n<h2>Research your client's ecosystem<\/h2>\n<div class=\"text-content\">\n<p>To understand how your design concepts are going to form, it is important to <strong>understand the client's market and industry.&nbsp;<\/strong><\/p>\n<p><a href=\"https:\/\/www.entrepreneur.com\/article\/43024\" rel=\"nofollow noopener\" target=\"_blank\">This article from Entrepreneur<\/a> provides a detailed breakdown of where you should look when you start your market research.&nbsp;<\/p>\n<p><strong>You can use the subchecklist below<\/strong> to help guide you through this research and understand the research in relation to your client's needs.&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Learn about the competitors<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Establish their point of differentiation<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Research the broader market they operate in<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Define their target audience<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Identify current industry trends<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Investigate future prospects within the industry<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<p><strong>Consider checking out the video below<\/strong> for some thoughts on conducting market research.<\/p>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/aHqoDAGHko4?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    How to do Basic Market Research - Getaheadinbusiness<\/div>\n<\/div>\n<\/section>\n<section id=\"mindmap-the-concept\">\n<h2>Mindmap the concept<\/h2>\n<div class=\"text-content\">\n<p>Mind mapping is a useful technique for concepting and pulling together different ideas.&nbsp;<\/p>\n<p>We can use the mindmap to <strong>identify different approaches and to locate themes<\/strong>. You can review the mind mapping process of The Graphic Design School in <a href=\"https:\/\/www.thegraphicdesignschool.com\/blog\/productivity\/mind-maps-for-graphic-design-ideas-generation-techniques\/\" rel=\"nofollow noopener\" target=\"_blank\">this article here<\/a>. They discuss their process from jotting first ideas to formulating design materials, looking at each step and consideration along the way.<\/p>\n<p><strong>You can use the subchecklist provided<\/strong> to help inspire your mind mapping process.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Pick some appropriate ideas for the typography<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Determine potential color palettes<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Assess the key messages to convey<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Consider how different tagline wordings could impact on the design<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Sketch out symbols and icons<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Prepare variations on each theme<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/v8_H42Z9wxA?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    How to Make a Mind Map - UkBrainTrainer<\/div>\n<\/div>\n<\/section>\n<section id=\"create-initial-mockups\">\n<h2>Create initial mockups<\/h2>\n<div class=\"text-content\">\n<p>Once you've formulated the ideas you're going to explore, draft a series of potential directions the designs could take.&nbsp;<\/p>\n<p>You can do this simply with <strong>sketches which will provide you with concepts to show the client<\/strong> without taking too much time.&nbsp;<\/p>\n<p>Pick a few different versions to provide the client with options.<\/p>\n<p><strong>Use the file upload below<\/strong> to save a copy of these sketches to the checklist. Once this task has been checked, the next task (task #7) is an <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval task<\/a>, meaning the client will review and <strong>approve, reject, or reject<\/strong> the mockups <strong>with comments<\/strong>.<\/p>\n<p>If they reject with comments, use the comments provided to create mockups more in line with their vision.<\/p>\n<p>As you already noted the client's email in task #2, they've been automatically assigned to all approval tasks due to <a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">role assignments<\/a>.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Pick a couple of concepts<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Sketch out the ideas with paper and pen<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload your sketches here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"approval-mockups\">\n<h2>Approval: Mockups<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Create initial mockups<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"create-your-first-draft-designs\">\n<h2>Create your first draft designs<\/h2>\n<div class=\"text-content\">\n<p>Once the client has approved the mockups, you can begin to formalize these ideas and professionalize them in your design software.&nbsp;<\/p>\n<p>These will be your first drafts of the final product and should <strong>give the client an opportunity to pick the final concept.&nbsp;<\/strong><\/p>\n<p><strong>Upload your drafts in the field below <\/strong>before the next <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval task<\/a> (task #9), where the client will approve, reject, or reject the first draft designs with comments<strong>.<\/strong><\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Select your preferred sketches<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Recreate them within your design software<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Create 4 variations of each, changing color and typography<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> First design drafts <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"approval-first-designs\">\n<h2>Approval: First designs<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Create your first draft designs<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"refine-your-work\">\n<h2>Refine your work<\/h2>\n<div class=\"text-content\">\n<p>Now that the client has given you direction for the final product based upon your previous work, you can<strong> refine and finalize<\/strong> the designs.&nbsp;<\/p>\n<p><strong>Use the subchecklist below<\/strong> to guide you through the steps to prepare for delivery.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Create the initial final designs<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Double check for errors including spelling<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Save the files in the format(s) requested by the client<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Consider creating an exhibition PDF for cleaner presentation of multiple images<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"pass-the-final-work-to-the-client\">\n<h2>Pass the final work to the client<\/h2>\n<div class=\"text-content\">\n<p><strong>Pass your completed project to the client for approval.&nbsp;<\/strong><\/p>\n<p>Now that the project has been completed, it's time to pass the final work to the client via the upcoming <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval task<\/a> (task #12).&nbsp;<\/p>\n<p><strong>Use the form fields below<\/strong> to make sure the materials are up to scratch before checking this task off to send the completed project for approval.&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Make any small iterations to the designs if necessary<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Compile all the design files in the ways most convenient for the client<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Completed project <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"approval-completed-project\">\n<h2>Approval: Completed project<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Pass the final work to the client<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"generate-invoice\">\n<h2>Generate invoice<\/h2>\n<div class=\"text-content\">\n<p><strong>Congratulations on a successful design project.<\/strong>&nbsp;<\/p>\n<p>The designer can use the <a href=\"https:\/\/www.process.st\/templates\/creating-an-invoice\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street invoice generator template<\/a> to send their invoice to the client.&nbsp;<\/p>\n<p>This invoice can be<strong> sent automatically from this checklist<\/strong> by clicking to complete the task.&nbsp;<\/p>\n<p>You can use <a href=\"http:\/\/zapier.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> to connect this task in this template to your invoice so that you can automate the sending process.&nbsp;<\/p>\n<p>In Zapier, select \"Make a Zap\" and search for Process Street. It will prompt you to create a trigger - select \"New Task Checked\". It should then prompt you to connect your Process Street account to your Zapier one. You simply follow the link <strong>Settings &amp; API tab of the organization manager&nbsp;<\/strong>on the pop-up.<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ut5rmlIUQEIxRyf3qMxGpA.png\" alt=\"Generate invoice\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ut5rmlIUQEIxRyf3qMxGpA.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>Follow the steps provided by Zapier and it should connect the two accounts together. From here it will let you search for the template you want to run the Zap from, and choose the task you want to hook it up to.<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iS4xlFBGYucw_GEL7d5IPQ.png\" alt=\"Generate invoice\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iS4xlFBGYucw_GEL7d5IPQ.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>After you've selected those options you can test that step and <strong>your trigger should be set.&nbsp;<\/strong><\/p>\n<p>Next, you can create the action to be initiated by your trigger. You can use a third party system like <strong>WebMerge or you can use Zapier's built-in email service<\/strong> to generate HTML emails. Either of these solutions can be used to generate and send your invoice.<\/p>\n<p>To read more about these steps and how to create the invoice <a href=\"https:\/\/www.process.st\/invoice-generator\/\" rel=\"nofollow noopener\" target=\"_blank\">check out this article<\/a>.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/web-design-process\" rel=\"nofollow\">Web Design Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ux-design-process\" rel=\"nofollow\">UX Design Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/brand-identity-design\" rel=\"nofollow\">Brand Identity Design<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/header-design-process\" rel=\"nofollow\">Header Design<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/engineering-design-process\" rel=\"nofollow\">Engineering Design Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/graphic-design-process\" rel=\"nofollow\">Graphic Design Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/logo-design-process\" rel=\"nofollow\">Logo Design Process<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"http:\/\/designers.hubspot.com\/blog\/graphic-designer-design-process-tips\" rel=\"nofollow noopener\" target=\"_blank\">Design Process: Tips from an Expert Graphic Designer<\/a><\/li>\n<li><a href=\"https:\/\/1stwebdesigner.com\/seven-step-design-process\/\" rel=\"nofollow noopener\" target=\"_blank\">The Seven Step Design Process - 1stWebDesigner<\/a><\/li>\n<li><a href=\"https:\/\/concept9.ca\/the-graphic-design-process-in-5-steps\" rel=\"nofollow noopener\" target=\"_blank\">The Graphic Design Process in 5 Steps | concept9<\/a><\/li>\n<li><a href=\"http:\/\/www.davidairey.com\/process\/\" rel=\"nofollow noopener\" target=\"_blank\">Graphic design process \u2014 David Airey<\/a><\/li>\n<li><a href=\"http:\/\/www.creativebloq.com\/design\/perfect-design-process-1131825\" rel=\"nofollow noopener\" target=\"_blank\">How to create the perfect design process | Creative Bloq<\/a>&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to Graphic Design Process Graphic Design Process In this Graphic Design Process checklist, we're going to walk through the steps from meeting with a client in the ideation stage to delivering the images and designs the client requires. The specific use case in mind when formulating this process was a company which required some [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":11035,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"15","template_description":"Run this Graphic Design Process checklist when you start a new project with a client to provide images or designs.","template_id":"iuv4AFD4O5JXMJB1-zVFRg","task_0":"Introduction to Graphic Design Process","task_slug_0":"introduction-to-graphic-design-process","task_1":"Record client details","task_slug_1":"record-client-details","task_2":"Hold a briefing meeting with the client","task_slug_2":"hold-a-briefing-meeting-with-the-client","task_3":"Research your client's ecosystem","task_slug_3":"research-your-clients-ecosystem","task_4":"Mindmap the 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