Creating an Effective Design Approval Process

Learn what a design approval process is, why it’s important, and some tips for creating and implementing one.

Article Summary

When it comes to creative design, gaining approval for things like websites, PDFs, user interfaces, sales collateral, and advertisements can be a difficult task. Projects often get stuck in production and are never finished due to poor planning and communication.

In many cases, design failures boil down to poor project management. In fact, the failure rate for projects is a whopping 70 percent, which stems from the fact that 42 percent of companies don’t understand the importance of project management. Because of this, it’s critical to have an effective design approval process in place to move projects forward to completion.

Looking to improve the way your team handles design approvals? You’re in the right place. Read on to learn what a design approval process is, why it’s important, and some tips for creating and implementing one.

What Is a Design Approval Process?

A design approval process is a framework for managing design from end to end, from initial planning discussions to final approval and publishing. This is typically a multi-step process, which may require approval and signoffs at various stages. Here’s a general overview of how the process works:

1. Project approval

Before any communication or production begins, project managers typically need to gain approval from internal stakeholders who control budgets and make high-level decisions. For example, a middle manager may approach a marketing director for approval on a PDF or blog post.

2. Planning

After gaining initial project approval, the design process moves into the planning stage. At this point, stakeholders communicate their ideas with content designers, developers, and producers. The production team reviews the request and submits an initial plan or draft for approval, along with an expected completion time.

3. Production

Once the production team gains approval, work commences. Depending on the nature of the project, there may be additional approval steps during the production stage. For example, additional permissions may be necessary for resources like personnel, budget, tools, or ideas.

4. Publishing

At a certain point, stakeholders and producers agree to a final draft or product and approve the item for release. All team members must clearly sign off on the project before it goes live.

5. Monitoring and review

Certain assets like websites or applications may require additional monitoring and changes after moving into production. As such, it’s necessary to have a system in place for team members to efficiently request and approve changes on a rolling basis.

Why Is a Design Approval Process Necessary?

Having a formal design approval process may seem inefficient or counterproductive, especially for small teams who work collaboratively together. But sticking to a process ultimately leads to a more efficient and productive system. Here’s why:

Lower production costs

Design projects can be expensive, especially when paying designers or developers on an hourly basis. A detailed design approval process makes it easier to track time, distribute work, and request changes. This helps keep projects under budget.

Inclusivity

Design projects tend to be more impactful when they feature input from multiple team members. Having a formal design approval process makes everything more inclusive, open, and fair. It’s a great way to encourage teamwork and collaboration and make team members feel like they have a hand in production.

Consistency

Every piece of collateral that a company creates is ultimately an extension of its own brand. Putting items through a rigorous design process ensures that all pieces align with the company’s messaging and style. This reduces risk and results in higher-quality products and services.

Best Practices for Creating a Design Approval Process

Before rushing in and creating a design approval process, there are a few things to keep in mind. After all, the process you implement will ultimately have a big impact on production. For this reason, it’s critical to form a plan that aligns with your team and your unique needs.

Keep the following best practices in mind when forming a design approval process to ensure the best results.

Centralize the process

One of the most important things to do when creating a design approval process is to establish a single source of truth using a platform like Slack. Centralizing operations prevents team members from using multiple channels to request approvals. It also eliminates errors and miscommunications.

Determine responsibilities

In order for a design approval process to work effectively, all team members need to be aware of their roles and responsibilities. There shouldn’t be any question about who has the final say with approvals or which team members should be approached when decisions need to be made. To ensure that’s the case, you should clearly outline approval roles and share them with relevant stakeholders.

Strive for open communication

Creative work can be highly subjective. It can be hard to make final decisions and proceed with confidence. As a result, there should be a system in place that enables teams to explain the creative strategy while also providing a forum for having open conversations about individual projects. It helps to use a platform where team members can chat via text, phone, or video and work together on documents in real-time. This enables teams to tackle challenges and build confidence together, making it easier to understand why certain changes may be necessary.

How to Implement a Design Approval Process

Design approval workflows vary from company to company. But in general, you can use the following steps to chart a course and form one.

1. Choose a platform

The first thing you’ll need to do is choose a platform where team members can share information and communicate as a group. Before selecting a platform, consult with your team and determine how they prefer to communicate and which platforms they may already be using. Once you pick an appropriate platform that everyone is comfortable with, make it official and request that all approval decisions and project-related communications flow through that particular channel.

2. Determine the key players

After you select a platform, document your design approval team. Make a list of all in-house designers, freelancers, and vendors, as well as managers, directors, or executives who may be necessary for providing approvals on specific projects. Then add each team member to the platform you’ve selected so that everyone is on the same page.

3. Create approval workflows

Once your team is aligned and set up on your approval platform, you can focus on creating specific approval workflows. At this stage, you may want to work with technical team members to create and automate an approval hierarchy.

4. Iterate and adjust

Team members, projects, and requirements change over time. To keep up, teams need to make adjustments to workflows and procedures. As such, it’s necessary to revisit your process every few months to ensure it stays up-to-date and in line with your company’s evolving environment.

Wrangle Automates the Design Approval Process in Slack

When it comes to managing approvals, Slack is one of the best tools on the market. It’s easy to use, reliable, and secure. But Slack isn’t perfect, and its main drawback is that it forces team members to sit inside the platform and wait for updates and notifications, which isn’t always practical or realistic.

Wrangle is a purpose-built Slack app that allows teams to manage workflows and ticketing directly in Slack channels. By enhancing Slack with Wrangle, you can automatically route requests to appropriate team members, ensuring that nobody misses important approvals.

We can use Wrangle to quickly create a design approval request. To get started, add Wrangle to your Slack workspace. It’s free for a small team with a limited feature set.

Once you’ve added Wrangle to your Slack, you’ll want to create a workflow. We have several templates for a variety of use cases. You can also create one from scratch. Let’s select “blank” and create a design approval process workflow.