{"id":12339,"date":"2023-02-06T12:49:12","date_gmt":"2023-02-06T12:49:12","guid":{"rendered":"http:\/\/143.244.150.201\/?p=12339"},"modified":"2025-01-07T08:29:43","modified_gmt":"2025-01-07T08:29:43","slug":"review-and-approval-process-productivity","status":"publish","type":"post","link":"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/","title":{"rendered":"Maximize review and approval process productivity in 12 steps"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Successful projects require a harmonious flow between the review and approval process. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whether seeking client input on branding guidelines or ensuring the right fonts and colours, approval cycles play a crucial role for all creative teams.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Most organizations have an existing <\/span><a href=\"http:\/\/govisually.com\/blog\/creative-approval-workflow\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">creative approval workflow<\/span><\/a><span style=\"font-weight: 400;\"> in place. However, sometimes this process can be slow and frustrating, leading to missed deadlines, lost business opportunities, and low productivity during work.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To help you determine the most effective approval workflow, we have gathered the tried and tested strategies from the experts&#8217; den.\u00a0<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">So let&#8217;s find out!\u00a0<\/span><\/i><\/p>\n<p>&nbsp;<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_69_1 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-67c5821baebde\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-67c5821baebde\"  aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#What_is_a_creative_review_and_approval_process\" title=\"What is a creative review and approval process?\u00a0\">What is a creative review and approval process?\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#Why_is_it_important_to_make_your_creative_approval_workflow_more_efficient\" title=\"Why is it important to make your creative approval workflow more efficient?\u00a0\u00a0\">Why is it important to make your creative approval workflow more efficient?\u00a0\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#6_signs_of_an_unproductive_creative_approval_workflow\" title=\"6 signs of an unproductive creative approval workflow\u00a0\">6 signs of an unproductive creative approval workflow\u00a0<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#1_Conflicting_feedback\" title=\"1. Conflicting feedback\u00a0\u00a0\u00a0\">1. Conflicting feedback\u00a0\u00a0\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#2_Lack_of_clarity_in_the_approval_chain\" title=\"2. Lack of clarity in the approval chain\u00a0\">2. Lack of clarity in the approval chain\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#3_Misinterpretation_and_miscommunication\" title=\"3. Misinterpretation and miscommunication\u00a0\">3. Misinterpretation and miscommunication\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#4_Never-ending_loop_of_revisions\" title=\"4. Never-ending loop of revisions\u00a0\">4. Never-ending loop of revisions\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#5_Failing_to_meet_deadlines\" title=\"5. Failing to meet deadlines\u00a0\">5. Failing to meet deadlines\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#6_Missing_details_or_resources\" title=\"6. Missing details or resources\u00a0\">6. Missing details or resources\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#12_practices_to_increase_the_efficiency_of_a_creative_review_process\" title=\"12 practices to increase the efficiency of a creative review process\u00a0\">12 practices to increase the efficiency of a creative review process\u00a0<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#1_Leverage_automated_content_approval_tools\" title=\"1. Leverage automated content approval tools\u00a0\">1. Leverage automated content approval tools\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#2_Identify_redundancy_in_the_approval_cycle\" title=\"2. Identify redundancy in the approval cycle\u00a0\">2. Identify redundancy in the approval cycle\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#3_Create_a_compliance_checklist\" title=\"3. Create a compliance checklist\u00a0\">3. Create a compliance checklist\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#4_Use_parallel_reviews_and_real-time_collaboration\" title=\"4. Use parallel reviews and real-time collaboration\u00a0\">4. Use parallel reviews and real-time collaboration\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#5_Align_version_history_and_management\" title=\"5. Align version history and management\u00a0\u00a0\">5. Align version history and management\u00a0\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#6_Assign_deadlines_and_tasks_in_one_place\" title=\"6. Assign deadlines and tasks in one place\u00a0\">6. Assign deadlines and tasks in one place\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#7_Add_reviewers_in_stages\" title=\"7. Add reviewers in stages\u00a0\">7. Add reviewers in stages\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#8_Utilize_annotation_and_visual_comments\" title=\"8. Utilize annotation and visual comments\u00a0\">8. Utilize annotation and visual comments\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#9_Divide_teams_based_on_needs\" title=\"9. Divide teams based on needs\u00a0\u00a0\">9. Divide teams based on needs\u00a0\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#10_Define_client_review_criteria\" title=\"10. Define client review criteria\u00a0\u00a0\">10. Define client review criteria\u00a0\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#11_Track_stakeholder_approval\" title=\"11. Track stakeholder approval\u00a0\">11. Track stakeholder approval\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#12_Make_complex_approvals_review_simple\" title=\"12. Make complex approvals review simple\u00a0\">12. Make complex approvals review simple\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/govisually.com\/blog\/review-and-approval-process-productivity\/#GoVisually_%E2%80%93_the_1_review_and_approval_software_for_creative_teams\" title=\"GoVisually &#8211; the #1 review and approval software for creative teams\u00a0\u00a0\">GoVisually &#8211; the #1 review and approval software for creative teams\u00a0\u00a0<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_is_a_creative_review_and_approval_process\"><\/span><span style=\"font-weight: 400;\">What is a creative review and approval process?\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The creative review and approval work together to leave feedback and finalize creative content. It typically revolves around all the different versions, decisions, and sign-offs involved in delivering a creative project from concept to finished asset.\u00a0<\/span><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-12375 size-large\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/What_is_a_creative_review_and_approval_process__-1024x1024.png\" alt=\"What_is_a_creative_review_and_approval_process__\" width=\"800\" height=\"800\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/What_is_a_creative_review_and_approval_process__-1024x1024.png 1024w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/What_is_a_creative_review_and_approval_process__-300x300.png 300w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/What_is_a_creative_review_and_approval_process__-150x150.png 150w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/What_is_a_creative_review_and_approval_process__-768x768.png 768w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/What_is_a_creative_review_and_approval_process__-1536x1536.png 1536w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/What_is_a_creative_review_and_approval_process__-2048x2048.png 2048w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/What_is_a_creative_review_and_approval_process__-24x24.png 24w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/What_is_a_creative_review_and_approval_process__-48x48.png 48w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/What_is_a_creative_review_and_approval_process__-96x96.png 96w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><i><span style=\"font-weight: 400;\">The process usually goes like this:\u00a0<\/span><\/i><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You submit the first version of your content.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reviewers give you feedback.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You and your team make any changes requested.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You keep submitting different versions until everyone has approved it.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">While it sounds straightforward, many businesses carry out this process through emails or other communication channels. This often leaves them with disorganized and long chains of messages with repetitive, mismatched, or wrong feedback.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_is_it_important_to_make_your_creative_approval_workflow_more_efficient\"><\/span><span style=\"font-weight: 400;\">Why is it important to make your creative approval workflow more efficient?\u00a0\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">To be successful as a creative organization, you need to move as quickly and effectively as possible.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Faster feedback and approval allow you to get things done more quickly. You can align your work with your goals and stay consistent with your collaborators. This is especially true for remote or hybrid teams that work away from the office.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Fine-tuning your approval workflow and implementing the best practices can help reduce communication and collaboration delays. It will also speed up project delivery, improve client satisfaction, encourage better teamwork, and increase your revenue as a collective result.\u00a0<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">But how would you know whether your approval workflow is actually working?<\/span><\/i><\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"6_signs_of_an_unproductive_creative_approval_workflow\"><\/span><span style=\"font-weight: 400;\">6 signs of an unproductive creative approval workflow\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There will be signs. You can tell apart a failing creative review process the same way you can see the impact of a good one. <\/span><\/p>\n<p><em><span style=\"font-weight: 400;\">Some of the most common and easy to mark signs are:<\/span><\/em><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-12376 size-large\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/6_signs_of_an_unproductive_creative_approval_workflow-1024x1024.png\" alt=\"6_signs_of_an_unproductive_creative_approval_workflow\" width=\"800\" height=\"800\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/6_signs_of_an_unproductive_creative_approval_workflow-1024x1024.png 1024w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/6_signs_of_an_unproductive_creative_approval_workflow-300x300.png 300w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/6_signs_of_an_unproductive_creative_approval_workflow-150x150.png 150w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/6_signs_of_an_unproductive_creative_approval_workflow-768x768.png 768w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/6_signs_of_an_unproductive_creative_approval_workflow-1536x1536.png 1536w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/6_signs_of_an_unproductive_creative_approval_workflow-2048x2048.png 2048w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/6_signs_of_an_unproductive_creative_approval_workflow-24x24.png 24w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/6_signs_of_an_unproductive_creative_approval_workflow-48x48.png 48w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/6_signs_of_an_unproductive_creative_approval_workflow-96x96.png 96w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Conflicting_feedback\"><\/span><span style=\"font-weight: 400;\">1. Conflicting feedback\u00a0\u00a0\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Let&#8217;s consider <\/span><a href=\"http:\/\/govisually.com\/blog\/video-review-and-approvals\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">video review and approvals<\/span><\/a><span style=\"font-weight: 400;\"> for a moment. You&#8217;re editing frame-by-frame, but your clients will only review the final product at once. Add sending different versions through scattered emails, and it spells a disaster.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Chances are your clients and even you keep forgetting previous feedback and making the same yet different changes about ten times. If that happens often, it&#8217;s time to rethink your approval workflow.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Lack_of_clarity_in_the_approval_chain\"><\/span><span style=\"font-weight: 400;\">2. Lack of clarity in the approval chain\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Who&#8217;s reviewing what? <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Where do I send this version(12.pdf at? <\/span><\/p>\n<p><span style=\"font-weight: 400;\">How do I find what shade of blue the client asked for?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you or your team encounter similar questions almost daily, your approval chain is a mess. No task management, asset management, or version history is being tracked in a consolidated platform that everyone can access.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Misinterpretation_and_miscommunication\"><\/span><span style=\"font-weight: 400;\">3. Misinterpretation and miscommunication\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This sign becomes more obvious with time. If your in-team or client communication leaves room for doubts, faulty execution of instructions, and missing edits, you need a better review and approval process.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Never-ending_loop_of_revisions\"><\/span><span style=\"font-weight: 400;\">4. Never-ending loop of revisions\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Revisions are inevitable, especially during document review and approval.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, when your team falls into a never-ending loop of revision, frantically making changes, the blame often goes to team ethics or clients. While most of the time, the real culprit is an inefficient approval process.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Failing_to_meet_deadlines\"><\/span><span style=\"font-weight: 400;\">5. Failing to meet deadlines\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">For many creatives, sticking to deadlines can be difficult. An occasional extension doesn&#8217;t hurt anyone, and clients usually agree. But if meeting deadlines become a day-to-day struggle, it might be due to unproductive collaboration within the team and disorganized feedback from stakeholders and managers.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_Missing_details_or_resources\"><\/span><span style=\"font-weight: 400;\">6. Missing details or resources\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">It&#8217;s one of the most overlooked signs. Yet it&#8217;s also the most damaging.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Losing brand assets provided by the client means losing trust. Imagine adding the wrong logo or brand color to your creative project only to realize that much later. Not only will you lose credibility, but you will also spend precious time looking for details, resources, and instructions scrolling back through email chains.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"12_practices_to_increase_the_efficiency_of_a_creative_review_process\"><\/span><span style=\"font-weight: 400;\">12 practices to increase the efficiency of a creative review process\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><i><span style=\"font-weight: 400;\">You have your answer if you already see a few of these signs. Now you know that your approval workflow isn&#8217;t working at all.<\/span><\/i><\/p>\n<p><i><span style=\"font-weight: 400;\">But don&#8217;t worry, we got you covered with the best practices from fellow expert creatives!<\/span><\/i><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-12377 size-large\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/12_practices_to_increase_the_efficiency_of_a_creative_review_process_-1024x1024.png\" alt=\"12_practices_to_increase_the_efficiency_of_a_creative_review_process_\" width=\"800\" height=\"800\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/12_practices_to_increase_the_efficiency_of_a_creative_review_process_-1024x1024.png 1024w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/12_practices_to_increase_the_efficiency_of_a_creative_review_process_-300x300.png 300w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/12_practices_to_increase_the_efficiency_of_a_creative_review_process_-150x150.png 150w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/12_practices_to_increase_the_efficiency_of_a_creative_review_process_-768x768.png 768w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/12_practices_to_increase_the_efficiency_of_a_creative_review_process_-1536x1536.png 1536w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/12_practices_to_increase_the_efficiency_of_a_creative_review_process_-2048x2048.png 2048w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/12_practices_to_increase_the_efficiency_of_a_creative_review_process_-24x24.png 24w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/12_practices_to_increase_the_efficiency_of_a_creative_review_process_-48x48.png 48w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/02\/12_practices_to_increase_the_efficiency_of_a_creative_review_process_-96x96.png 96w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Leverage_automated_content_approval_tools\"><\/span><span style=\"font-weight: 400;\">1. Leverage automated content approval tools\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In the era where technology is taking over businesses and making everything from video to document review and approval easier if you&#8217;re not looking for automation software, you&#8217;re missing out.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A range of leading workflow management software can automate your approval cycles with reminders and deadlines to ensure everything stays in place. If you&#8217;re not already using one, it&#8217;s high time you start doing so!<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Identify_redundancy_in_the_approval_cycle\"><\/span><span style=\"font-weight: 400;\">2. Identify redundancy in the approval cycle\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Some creative teams may overlook the impact of deciding which steps to skip for their workflow stages. Skipping certain stages may help keep a project moving along more quickly.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you&#8217;re trying to create a review and approval process for your content, it&#8217;s important to consider how to structure the stages so that the work is done quickly and without unnecessary steps.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sometimes, a review process may work for one version of the same content but add extra time and steps when repeated for different versions. For example, reviewing blog content and videos on the same content can be entirely different.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Create_a_compliance_checklist\"><\/span><span style=\"font-weight: 400;\">3. Create a compliance checklist\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A compliance management workflow checklist can help ensure that all the necessary information is gathered before a review occurs. It can be used for branding, legal, strategic, or procedural guidelines.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It helps reviewers ensure that all the information is accurate and complete and that the submission is well-organized.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Additionally, a checklist can help identify any areas of concern that may need to be addressed before a review can continue or even begin in detail. Like overlooking a guideline or missing a part of it.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Use_parallel_reviews_and_real-time_collaboration\"><\/span><span style=\"font-weight: 400;\">4. Use parallel reviews and real-time collaboration\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The most time consuming part of a review and approval process is bringing a teammate, client, manager, or stakeholder back into the process.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A parallel review is when you have multiple or all stages in the workflow going on at the same time. So all team members, clients, and stakeholders are reviewing different aspects of a project simultaneously, similar to in-person collaborative reviewing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Real-time collaboration and parallel reviews can be game changers for complex approval reviews. Especially when getting a design or <\/span><a href=\"http:\/\/govisually.com\/blog\/video-reviews-and-approvals-from-remote-teams\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">video review and approvals from remote teams<\/span><\/a><span style=\"font-weight: 400;\">. This is also where a content approval tool becomes crucial since it makes parallel real-time reviews possible digitally.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Align_version_history_and_management\"><\/span><span style=\"font-weight: 400;\">5. Align version history and management\u00a0\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">For your content to be published, it must go through multiple rounds of review and feedback. And, because there are multiple versions of the document, the process can easily become messy. That&#8217;s where review and approval software comes in handy.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In some of the leading tools, all the document versions are organized in the cloud and can be searched for easily, so everyone involved in the review process knows which version is the latest. And, if someone opens an older version of the document by mistake, they&#8217;ll be alerted to that fact.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_Assign_deadlines_and_tasks_in_one_place\"><\/span><span style=\"font-weight: 400;\">6. Assign deadlines and tasks in one place\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Your approval cycle goes beyond simply seeking feedback. Whether it&#8217;s getting the project finished in the first place, having in-team communication to finalize a version, or getting client buy-in later in the process, reviews and approvals apply everywhere in your workflow.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In fact, <\/span><a href=\"https:\/\/filestage.io\/blog\/year-in-review-2021\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">89% of creatives say they&#8217;d prefer a more efficient approval process<\/span><\/a><span style=\"font-weight: 400;\"> that consolidates feedback, deadlines, and tasks in one place.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Utilizing tools that integrate into task management platforms, send out automated deadline alerts, and streamline workflow can help you win more productivity than any other tactic!<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"7_Add_reviewers_in_stages\"><\/span><span style=\"font-weight: 400;\">7. Add reviewers in stages\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Determining different review stages for each project segment ensures that nothing gets overlooked. You can divide crucial milestones into review stages and identify who needs to review what and when.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Remember that adding one reviewer to foresee all stages is necessary during a multi-stage approval process and can greatly impact the outcomes. In most cases, a creative director takes this role to ensure every stage is being completed effectively.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"8_Utilize_annotation_and_visual_comments\"><\/span><span style=\"font-weight: 400;\">8. Utilize annotation and visual comments\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">For creative teams that work on more visual projects rather than document review and approval, tracking feedback and changes in color, copy, style, fonts, and other design features can be difficult.<\/span><\/p>\n<p><iframe title=\"Why Creative Teams Should Prioritize Visual Collaboration\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/TWXApGTgdQs?feature=oembed&#038;enablejsapi=1&#038;origin=https:\/\/govisually.com\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><span style=\"font-weight: 400;\">Again, a visual annotation tool or advanced feedback software will be crucial to redefine your approval process. By adding annotations or visual comments as feedback, you can quickly see which areas need revision and track the progress of your feedback.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Additionally, this feature makes it easy for reviewers to provide feedback on the document rather than emailing or communicating with you separately. This also reduces the chances of conflicting, repetitive, or incomprehensible feedback.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"9_Divide_teams_based_on_needs\"><\/span><span style=\"font-weight: 400;\">9. Divide teams based on needs\u00a0\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">To configure your digital review stages, you must decide how teams should be segmented. This will help you determine which reviewers should belong to which review group and at which stage in the process.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, this shouldn&#8217;t be done by specific roles or expertise. Instead, segment groups based on what they need and what is essential during their part of the creative project.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, if your web designers communicate with copywriters frequently, you may want to put them in the same review group so they can collaborate. If you separate them into different groups will negatively impact how the design and content turn out in the end and make the process less productive.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"10_Define_client_review_criteria\"><\/span><span style=\"font-weight: 400;\">10. Define client review criteria\u00a0\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When clients give feedback on projects, they can sometimes be vague or unspecific. This can lead to disagreements and confusion.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can tackle this by creating an approval cycle with client review criteria in mind, requiring specific, contextual, and actionable feedback. In this way, everyone involved knows what the project is supposed to achieve, and they understand the input of other team members.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This could mean adding client approvals for design choices beforehand or seeking feedback on drafts during the early stages. Visual annotation tools and comments also play an important role in making feedback more specific and actionable.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"11_Track_stakeholder_approval\"><\/span><span style=\"font-weight: 400;\">11. Track stakeholder approval\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">For each review round, you need to track which versions of content have been approved. This will help you see which content is ready to publish and which still needs work.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It will also help you keep stakeholders accountable for the content they approve. You will easily spot which reviewers are delaying the process and what changes they asked for that may lead to extended deadlines.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"12_Make_complex_approvals_review_simple\"><\/span><span style=\"font-weight: 400;\">12. Make complex approvals review simple\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Improving your review and approval process for better productivity isn&#8217;t about making things more complex. Quite the contrary. It&#8217;s about making things as simple as you can while they stay effective.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With all the other tactics outlined above, you might worry about looking for 12 different tools and software that can make things happen as they should. But that will be more counter-productive than anything.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To make things simple, there should be one simple solution. And we have it for you!<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"GoVisually_%E2%80%93_the_1_review_and_approval_software_for_creative_teams\"><\/span><span style=\"font-weight: 400;\">GoVisually &#8211; the #1 review and approval software for creative teams\u00a0\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><a href=\"http:\/\/govisually.com\/online-proofing-software-for-design-teams\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">GoVisually<\/span><\/a><span style=\"font-weight: 400;\"> is an online proofing, workflow management, collaboration, and communication software all in one place, designed specifically to meet the needs of creative teams.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><iframe title=\"GoVisually Demo - How to review designs and videos with clients online\" width=\"800\" height=\"600\" src=\"https:\/\/www.youtube.com\/embed\/pweIlvG7v5g?feature=oembed&#038;enablejsapi=1&#038;origin=https:\/\/govisually.com\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">The platform helps you to collaborate and work more efficiently. You can use it to communicate with all the stakeholders on one platform, review and edit documents in real time, and track your team&#8217;s progress.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It has a straightforward sign-up method and a shareable link to get third-party feedback and approvals. Neither you nor your clients have to be tech-savvy to use it.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With features that accommodate all types of creative teams and cover all stages of approvals, GoVisually is the leading one-stop solution that redefines creative workflows.<\/span><\/p>\n<p><a href=\"https:\/\/app.govisually.com\/register?_ga=2.142855349.1061764252.1675293076-2125354796.1675293076\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Start your free trial<\/span><\/a><span style=\"font-weight: 400;\"> and experience how you can redefine your creative workflow and enhance your team&#8217;s productivity with a single platform!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Successful projects require a harmonious flow between the review and approval process. Whether seeking client input on branding guidelines or ensuring the right fonts and colours, approval cycles play a crucial role for all creative teams. Most organizations have an existing creative approval workflow in place. However, sometimes this process can be slow and frustrating, [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":12374,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[47],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Maximize review and approval process productivity in 12 steps - GoVisually<\/title>\n<meta name=\"description\" content=\"Wondering why your creative workflow is failing to be effective? 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