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How to Navigate the Design Process and Minimize Extra Charges

Although it might seem like a small detail, the way you provide text and artwork to your design firm can make a big difference in how smoothly your project runs. By following a few organizational tips, you can save time, avoid confusion and never see that painful line item on your final bill called “Alteration Charges.”

Style Guidelines
Your organization may have a formal style guide or an informal set of expectations
for your identity and its application. In either case, make sure your design firm knows what these guidelines are. If you have a style guide, include it with the job and be clear about which rules will apply to this project. This is the time to discuss issues such as logo placement, font sizes, hyphenation rules and color restrictions. If you’ve been clear about guidelines at the beginning, you can relax and trust your design team to come back with a solution that is creative and easy to approve.

The Text

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It’s always better to have approved, complete text before the design starts. Replacing text, especially in a long document, is time consuming and costly. Providing text in pieces invites errors and adds management time to your project.

In addition to a digital version of the text file, provide a hard copy for reference. The hard copy will help your design firm better understand the text’s hierarchy and see where elements belong. You also can use the hard copy to write explanatory notes such as “this box goes in the section on grants with the photo of Dr. Brown.”

Be careful about over-formatting your text. It’s more efficient to give your design firm a stripped down text document with written notes about the layout than to try to format it yourself. Using multiple hard returns or tabs in a document, even on charts, creates extra work during the design process. Finally, here’s an old typesetting tip…one space (not two) after periods and colons.

The Photos
Of course we recommend that you work closely with your design firm to select the images appearing in your publication. That old saying, “A picture is worth a thousand words” is a cliché for a reason. Go for the best you can afford. (See our Client Tipsheet on “Buying Illustration and Photography.”) However, if you provide any of the photography for your project, keep these tips in mind:

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Try to send all of the photos with the text at the beginning of the project. Arrange them in order, section by section, as they must appear in the document. Also provide in a separate text document clearly matched to the file name of each photo. Keying in captions from handwritten notes increases the potential for error.

Digital photos must be high-resolution—300 dpi (dots per inch)—and approximately the same size they will be used in the design or larger. Archived photographs that must be digitized should be scanned professionally. Scanning for offset printing requires training. In truth, if you want crisply printed photos that speak to your readers, invest in the best photography you can afford. Poorly exposed or low resolution images can’t be transformed into quality—even with the magic of Photoshop. This is not the place to cut corners to ease a tight budget.

The Sample Layout
One of the first steps in designing a printed piece is the creation of a concepts for your approval.

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Give your design firm as much “real” content as possible to use in the concept development, even if you don't have final text or all photos. Think about every element that will need to be included in the document so that the details can be addressed now. Concepts made up of “dummy” text will probably require significant reworking when you provide the real copy and may add to the cost.

When you’re reviewing and approving the concepts, pay attention to overall layout, type size, color and other big-picture items. But also look carefully at the details. How will each element such as captions, folios, charts or pull quotes be presented in the document? Now is the time to request changes. Increasing the font size by even one point can impact every page.

Edits
Most design contracts specify how much time is included for revisions. Make sure you understand what your contract covers and when additional charges kick in. If your text was approved before your design firm received it, most likely the changes will not cause additional charges. Whether revisions are minor or extensive, you can do much to help this stage of the work stay within contract.

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Return a complete round of corrections to your design firm on a single set of page proofs. If more than one person in your organization has made changes to the document, compile them into one master set. Faxing or emailing a change here and a change there will make your revision charges mushroom.

Mark the changes clearly on printed proofs in a contrasting color. If you can, use standard proofreader markings. Faxed markups are hard to read, and emailed instructions such as, “paragraph 3 on page 12, line 6: delete the period and add ‘to the top.’” are a nightmare to implement!

If you’re adding text more than one or two sentences long, send it as a digital text file, naming it “insert A” and mark on the printed proofs where the insert goes. A little organization will make you quickly rise to the top of your design firm’s “favorite client” list. But more important, you’ll produce beautiful, error-free publications with no budget aftershock.

—Cynthia Fowler, Vice President

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