Wednesday, 17 Jul 2024

4 Steps to Building an Effective Creative Approval Workflow

creative approval workflow

Creativity is the company’s most prized asset. As a creative agency, your ability to innovate and deliver unique ideas sets you apart from competitors and adds value to your brand. However, the need for instant approvals can sometimes hinder your creative flow. So, how can you overcome this challenge and keep your creative process flowing smoothly? The answer lies in building a creative approval workflow.

What is a Creative Approval Workflow?

Before we dive into the steps to build a creative approval workflow, let’s clarify what it is. An approval workflow is a pre-established plan of action that a firm follows whenever something needs to be approved, such as budget changes or project affiliations. Similarly, a creative approval process refers to the actions taken to approve ideas for new products and services.

Why is a Creative Approval Workflow Essential?

As a creative organization, you deal with new ideas and client requests regularly. Without a formal structure to handle these challenges, you risk wasting time and resources. A creative approval workflow is crucial because it streamlines your creative processes. It allows you to analyze ideas, filter the best ones, start innovative designs, and incorporate feedback more quickly. Ultimately, it enhances your company’s efficiency, saves time and money, and improves your brand’s creative value.

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Step 1: Define the Idea

In the first step, start by defining the need that your product will fulfill. Create a generalized structure of the product and develop a plan to execute it. Here are some essential steps to include in this phase:

  • Design a creative brief, including the product’s purpose, target customer base, budget, and objectives.
  • Establish contact with all relevant team members.
  • Set specific, measurable, achievable, relevant, and time-bound goals for the project.
  • Create standards to monitor the product’s success.
  • Assign duties to team members.
  • Identify potential obstacles and analyze competitors.
  • Utilize creative tools to speed up your work.
  • Plan and manage your team’s workload while considering client expectations.

Step 2: Brainstorm and Engage the Team in Discussions

To maximize team creativity, engage in brainstorming sessions. Encourage all team members to share their ideas, regardless of how unconventional they may seem. After brainstorming, analyze the ideas and compare them with existing competitor products. This analysis will help you identify the most viable ideas for implementation. Additionally, create a productive team environment that fosters creativity and critical thinking.

Step 3: Review and Approve

Once you have chosen an innovative idea, start designing the product while continuously reviewing and gathering feedback. Show your product to the client and make necessary changes based on their input. Establish a cohesive review system that collects feedback from all team members. Consider using tools like GoVisually to facilitate efficient and interactive feedback.

Step 4: Handover the Project and Add to Portfolio

The final step is to successfully hand over the completed project to the client. Maintain communication with the client to address any concerns or queries they might have. Use software like GoVisually to simplify the handover process. Keep an archive of assets, reviews, and feedback on GoVisually for future reference. Lastly, seek permission from the client to add the project to your agency’s portfolio, as it will attract more clients in the future.

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Frequently Asked Questions

  • How does a creative approval workflow enhance the creative process?
  • What are the benefits of establishing a productive team environment?
  • How can tools like GoVisually improve the feedback and review process?


Building a creative approval workflow is crucial for any creative agency. It allows you to streamline your creative processes, save time and resources, and enhance your brand’s creative value. By following the steps outlined in this article, you can establish an effective creative approval workflow that will support your innovation and drive your agency’s success. So, what are you waiting for? Start implementing your creative ideas and improve your workflow today!

This article is brought to you by Eireview.