Field notes / Keep this with your project
From first brief
to final files.
A practical design checklist for agencies, utilities and nonprofits. Print this page using your browser's Print command, or copy the checklist into your project notes.
Before design starts
- Name the audience and one primary action.
- Gather approved copy, source links and current local facts.
- Provide authorized logos, brand rules and image permissions.
- List every size, side, format, channel and language version.
- Identify accessibility needs and how acceptance will be checked.
- Confirm budget, purchasing route, revisions and delivery milestones.
- Name the person who consolidates feedback and the final approver.
When reviewing the proof
- Check names, dates, times, addresses and contact details character by character.
- Open every URL and test any QR code on the final proof.
- Read the piece at its actual size, including small print.
- Check reading order, headings, contrast and image descriptions.
- Fold a paper dummy if the piece will fold.
- Confirm that facts match the current approved source.
- Send one consolidated set of comments tied to a version.
Before publication or printing
- Record approval of the exact final version.
- Confirm dimensions, bleed, folds and color requirements with the printer.
- Check accessible and language versions alongside the primary version.
- Receive the editable files and exports listed in the agreed scope.
- Label final files clearly and separate them from old drafts.
- Record the distribution plan, owner and review or retirement date.
This checklist supports a project review; it is not an accessibility certification, printer specification or substitute for your organization's approval process.