Project Management Update

Admation Blog

Admation introduces approval checklists to help marketing compliance

Posted by Jodie Byass on May 5, 2015

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ChecklistAs marketers, each day you are managing a growing number of creative projects - online, traditional, video and as well as content including, ebooks, whitepapers, and blog articles.

It is not uncommon for each project type to have a different set of requirements that need to be met for approval and marketing compliance.

One of the most common headaches our clients' experience, is staying on top of these requirements throughout the marketing approval process, and ensuring they comply with corporate governance and industry regulations.

Well, the admation product team decided it was time to incorporate a new feature into admation, to assist with this you manage this part of the marketing process. 

So, I am thrilled to introduce you to admation's 'Approval Checklists'. 

What is an Approval Checklists?

An Approval Checklist is a list of actions or questions, stakeholders need to complete or consider throughout the lifecycle of a creative project. A project can not be completed or approved for distribution or broadcast until each of the items on the checklist have been completed.

Checklists are customised for different client or group of stakeholders, ensuring that each one is relevant for the project type. For example, the checklist for a video project would be different to the checklist for a print campaign. 


Who sets up Checklists?

Within admation, templates for each checklist are setup at the account administrator level.  Your admation account contact would assist you with this set up. Depending on the organisation and the industry, different stakeholders will have input into the items and questions included on each checklist, such as legal, marketing, product and brand teams.


How do Checklists help Marketing and Legal teams?

Relevant stakeholders are prompted throughout the marketing approval process to complete the 'Approval Checklist'. This ensures that all of the relevant items are completed before an approval request is sent to the group of stakeholders for feedback or signoff. 

Ultimately, checklists ensure that projects are only sent to certain stakeholders for review or approval at the right time in the process.  This means people are not wasting time and effort reviewing artwork that is not readt for them.  Naturally, this leads to fewer revisions and greater efficiency across your marketing process.  And, we can all agree that this can only be a good thing!! 


Keen to learn more?

If you would like to see how Approval Checklists work within admation, click on the following button to view a short one minute video.


Watch Admation Checklist Video

Topics: Approval Workflow Software, Admation, Online Proofing, Marketing Approval Process