Workflow for Creative and Digital Jobs

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Creative Print Job Workflow

June 27, 2016

Client contacts AM

AM discusses job with client - with Design and/or Copy if a major job

Advises on job requirements AM creates Mac Number and Job Bag Helps define brief

AM sends Client Creative Brief form, Mac Number, and link to Creative Team Job Request

Client Completes Creative Brief form

Client completes Creative Team Job Request Form including Creative Brief Form, Mac Number

Client sends any supporting assets, e.g. images, previous materials, PDFs, documents, etc. to AM directly (e.g. via email)

AM puts supporting assets with Creative Brief Form in Job Bag

Job automatically goes into Creative Team Job Management Trello board New Jobs list

Print quote needed?

AM requests 3 print quotes by email, if job cannot be produced internally

Copy adds AM to Trello card

Printers supply quotes

Does it need copy?

Yes

AM selects printer

No

Design allocate job between design team

Send to Design

Copy move Trello card to Design

Copy send content to Design

Client approves content

AM notify Copy

AM sends content to Client

Is it a ‘big’ job?

Copy team member added to Trello card

Copy produce content to brief

Copy allocate job between Copy Team

No

Design team member added to Trello card

Design team produce material to brief

Design send to AM for Approval with Client

AM sends to Client for approval

Changes needed?

No

AM requests work Order number from Client

AM sends to chosen print supplier

Yes Client requests changes to AM Design move Trello card to With Client for Approval list

Big job?

No

Printers produce materials

Printers send final printed materials direct to Client's preferred destination

Yes

Cop/Design make amendments

Printers supply proofs to copy/design

AM briefs Design

Design make amends to meet brief

Design supply updated version to AM

AM sends Work Order Number and Quotation from Printer to Lisa Nicklin

Lisa Nicklin raises order

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