1. Discovery
Briefing
Coast Funds participants:
Developement Director, Conservation Finance Specialist, and Communications Manager.
Developement Director, Conservation Finance Specialist, and Communications Manager.
Design agency participants:
Project Manager and Lead Designer.
Project Manager and Lead Designer.
- Online meeting with client to know what, why, when, who
- Reference materials/designs for inspiration
- Brand guidelines
Gathered requests
Audience:
First Nation leaders, governments, philantropic foundations, environmental/conservation organizations
First Nation leaders, governments, philantropic foundations, environmental/conservation organizations
Visual preferences:
Big clean photography with credits
Big clean photography with credits
Data Visualization Requirements:
Charts, tables, timelines, and financial portfolios
Charts, tables, timelines, and financial portfolios
Technical aspects:
Print summary report and digital PDF technical report (both 16:9 aspect)
Print summary report and digital PDF technical report (both 16:9 aspect)
Coast Funds Styles Guide - Fonts
Coast Funds Styles Guide - Colours
Coast Funds Styles Guide - Photography
2. Concept
Styles
Design 4 representative pages to determine the style for both reports.
Responsible
Lead Designer
First submission
Approved sytles (third submission)
Based on the feedback, the design now features full bleed images, no rounded corners, bigger logo watermark, icons and Likert scales.
4. Design of print document
Summary Report first (40 pages)
Design full document based on the approved styles.
The Conservation Finance Portfolios were the report's centerpiece. I applied a dashboard design methodology to translate complex, scenario-based technical data into a clear, comparative visual system, enabling users (First Nations leaders) to quickly identify and action critical financial information.
Responsible
Lead Designer
Software
InDesign, Illustrator
5. Design of digital PDF
Technical Report (80 pages)
- Design full document based on the approved styles
- Submit full PDF
- Receive feedback from client as comments on the PDF
Responsible
Lead Designer
Software
InDesign, Illustrator
6. Production & pre-press
Pre-press according to the printer's specs
- CMYK color space
- Bleed and trim
- Pages/spreads
Responsibles
Lead Designer
7. Accessibility for digital PDF
Remediation
Prepare for accessibility WCAG (Web Content Accessibility Guidelines)
Responsibles
Lead Designer
Accessibility Lead