Keep revision feedback connected to the scope decision.
Keep creative revisions separate from requests that change the agreed scope.
How to build your creative review and scope changes
Describe the job
Keep creative revisions separate from requests that change the agreed scope.
Review the first version
Choose how the designer records the Client and how the creative reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
Follow Review CR-049 through the handoffs.
This fictional creative review and scope changes example shows the ordinary handoff and the decision that remains open.
Creative review and scope changes example
- Record
- Review CR-049
- Asset
- Spring banner
Current stage · Creative lead
Record feedback against the asset
A fictional client reviews a campaign banner and asks for a typo fix plus a new format.
Read the full walkthrough
Record feedback against the asset
A fictional client reviews a campaign banner and asks for a typo fix plus a new format.
- Record:
- Review CR-049
- Asset:
- Spring banner
Separate a correction from new scope
The creative lead identifies the typo as a correction and the format as another deliverable.
- Record:
- Review CR-049
- Correction:
- Typo in heading
Record the scope decision
The account manager approves only the correction while the extra format awaits agreement.
- Record:
- Review CR-049
- New scope:
- Additional vertical format
Confirm the version for delivery
The client accepts corrected banner version 3 without approving the new format.
- Record:
- Review CR-049
- Accepted asset:
- Banner version 3
What to include in your creative review and scope changes
Keep the Client in context
Keep Client, deliverable, version, review round, requested revision, scope classification, account owner and sign-off together so the next person can understand the request or record.
When the next step needs a decision
A sample client reviews a campaign banner and asks for a typo fix plus a new format. The creative lead identifies the typo as a correction and the format as another deliverable.
Keep sign-off visible
Record the account owner's scope decision before promising additional work.
Choose what each person needs
Give the designer a working view and the creative reviewer a review view. Keep Client and deliverable attached to the decision as the work moves between them.
Questions about creative review and scope changes
Start with Client, deliverable, version, review round, requested revision, scope classification, account owner and sign-off. Describe who enters the information and who reviews the next step.
Try the workflow with your own process in mind.
Start with your workflow and make it yours.
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