A guide to effective design project planning

Promising the execs a new product catalog or brochure is one thing, but making that a reality takes more than saying to your designer, “Make it so.” You might as well try to rub a magic lamp.

Designers work on production deadline schedules, so throwing a very nebulous project at them is a very inefficient use of their time and yours.

Initiating a design project requires some serious consideration of what you’d like your end result to be, and providing your designer the tools he or she needs to make your dream a reality. If you’re not sure, then ask your designers what they need before they can start. They’ll be more than happy to tell you.

Outline the scope of the project.

Before you go to your designer, nail down what it is you want. Be thorough. If you’re not clear about what your goal is, then no one else will be either and the end result will suffer or drag on longer than necessary.

Focus on your content.

Don’t worry about how many pages it will be or how it will be laid out. That’s your designer’s job. Feel free to give some examples of other brochures and styles you like, but your main task here is to provide the content that the designer needs to work with. Be as thorough as you can be. Perhaps there might be a few items up in the air, but don’t hold up giving your designer the bulk of a project when there are just a few items lacking. Again, talk to your designer and ask how they would like to receive the information – piecemeal or in significantly large chucks.

Realistic timelines.

Designer’s (for the most part) are “can do” people and love a creative challenge, but repeatedly giving them unrealistic deadlines isn’t a challenge – it’s a reminder that it’s time to post their resume. Perhaps you’ve heard the expression: “Don’t make your problem become my emergency.” No one understands this more than a designer. They know when someone has been sitting on a project and waits until zero hour to turn it over to the design department. If you want a brand new product catalog layout to be mailed out before the first of the new year, then you should be planning the new content from at least six months out.

This can’t be said enough – it behooves you to keep your designers in the loop early on. They are your ally as well as a valuable resource. Let them know you are planning a new project and the approximate time you’d like to have it produced. Many people forget that there is the important step of getting the darn thing printed to consider. How long will that take? Your designer can find out for you so you can both plan a timeline together. They can also help you get some rough printing estimates to help you plan your budget for the project.

Communication.

After you leave the project in the designer’s capable hands you don’t need to check up on them every day to see how things are going. When you have your kick off meeting with your designers you should built in checkpoints along the timeline for deliverables (for both of you). That is the best way to make sure the project moves along according to plan or if adjustments to the timeline need to be made.

Make sure your designer knows that if there are any questions along the way that your door is always open. If your designer is the lone member of the design staff (been there done that!), then you especially owe it to them, and yourself, to keep the lines of communication open.

Feedback.

Once the project is completed and printed (assuming everything went smoothly, right?) pass along any comments about the finished product on to the designer. Sure, the negative comments always make it to them with no detours: “You know, Johnson in purchasing caught a typo on page 11.” “Oh, we forgot to add two items to the accessories page. Make a note of that for next time, will ya?”

The positive comments are just as important to pass along, too: “Nice layout! Customers like the new indexing.” “The cover you designed really blows the doors off of our competition.” “The sale reps love the way you’ve highlighted the product descriptions. Makes their job a lot easier when making the sale.”

In the end, careful planning and thoughtful consideration will reward you with a design project that is completed to everyone’s mutual satisfaction.