Project preparation guide

A better design project starts with a clearer brief.

Use this guide to gather the right files, define the real deliverables, and make feedback easier to act on. You do not need every answer before reaching out; the checklist helps Pines Design return a more useful next step.

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Brief checklist

Gather what you know now.

Missing items can be confirmed during scoping. Mark what is ready and note what still needs a decision.

  • Business name, audience, and the action the design should support
  • Where the finished work will appear and any required dimensions
  • Best available authorized source files
  • Final or clearly labeled draft copy and source data
  • Approved brand rules, colors, fonts, photography, or vendor templates
  • Required deliverables, versions, and file formats
  • Target date plus any fixed event, launch, print, or presentation deadline
  • One person responsible for consolidated feedback and final approval
  • Known accessibility, software, printer, or platform requirements
  • Budget range or the published-price service you want reviewed
01

The outcome

Start with where the design has to work.

A useful brief begins with the situation, not a list of visual preferences. Name the audience, the decision or action the design should support, and the places the finished work will appear. A logo used on a storefront, invoice, website header, and social avatar has different constraints from a mark that appears only in a presentation.

Describe what is unclear or inconsistent now. Include the materials that create the problem: an old logo file, uneven slides, a collection of unrelated social graphics, or a page that lacks visual hierarchy. This gives the project a practical standard for improvement without relying on broad requests such as “make it pop.”

02

The source material

Bring the best files and the right permissions.

Send the highest-quality authorized source files available. For an existing logo, that may be an SVG, EPS, AI, PDF, or high-resolution transparent PNG. For a presentation, send the editable deck, final reviewed copy, source data, approved imagery, and any theme or font files the project may use.

Confirm that Pines Design may use every supplied logo, font, photograph, illustration, template, and piece of copy for the requested purpose. Flag licensed assets and vendor restrictions before work starts. Missing source files, unlicensed material, or a required redraw can change the scope, price, file quality, or schedule.

03

The content

Separate design work from unresolved content decisions.

Design can make information easier to understand, but it cannot decide which unapproved claim, figure, product name, or legal statement is correct. Mark copy as final, draft, or still under review. Identify the person who can approve factual changes and provide the final version before the agreed production checkpoint.

For presentations and digital graphics, organize content by priority. State what the audience must notice first, what supports that message, and what can move to a note or secondary panel. Clean hierarchy starts with a clear content order.

04

The scope

Define the boundaries before production begins.

List the required deliverables, dimensions, quantities, platforms, file formats, and versions. Include printer specifications, accessibility targets, software compatibility, or vendor templates when they matter. If a project needs both editable working files and ready-to-use exports, state that requirement before approval.

Published-price packages cover the deliverables described on their service pages. A custom scope is appropriate when the work needs more concepts, additional sizes, new content, complex diagrams, broader brand strategy, unusual production support, or a combined set of services. The accepted scope should record the USD price, payment schedule, revision rounds, timing assumptions, and responsibilities.

05

The feedback

Give one clear, consolidated review.

Choose who can approve the work and how comments will be collected. Conflicting notes from several reviewers create avoidable rework. A consolidated review should explain the business reason behind a requested change, identify the exact page or element, and distinguish a required correction from a personal preference.

Compare each review against the accepted objective and scope. New audiences, deliverables, source material, or creative directions may need a scope change before additional work continues. This keeps revision rounds useful and makes approvals easier to document.

06

The handoff

Name the files the next person will need.

Think about who uses the work after approval: an internal team, printer, sign maker, web developer, social media manager, or future designer. Ask that person for specifications early when possible. File format, color mode, dimensions, bleed, safe area, resolution, font handling, and export size can all affect whether a file is ready for its destination.

The final delivery follows the accepted scope and occurs electronically after final approval and any required payment. Download and back up the delivered files. When the service includes usage notes or an organized export set, keep that guidance with the files so future materials start from the approved system.

07

The request

Send enough detail for a useful next step.

Your first message does not need to solve the project. It should identify the business, the design need, the intended use, the available source material, the target date, and any firm technical or budget boundary. Pines Design can then determine whether a published-price package fits or a custom scope is needed.

Do not include account passwords, private access credentials, complete card numbers, card security codes, expiry details, or bank-account information. Online checkout is not active. When the future Stripe-hosted flow is configured and tested, payment details will be entered on Stripe’s page rather than the project request form.

Choose the path

Compare a package or request a custom scope.

Published-price services solve focused needs. A custom quote covers work whose deliverables, complexity, schedule, or revision needs require a project-specific price.

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Bring the design need. Get a clear next step.

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Before custom work begins, you receive the deliverables, price, and revision rounds in writing.