Mike’s initial request was for us to refine some of his internal, executive-level “walking deck” presentations by editing copy and updating the templates. After assessing Mike’s program needs and working on the presentations, we assigned a designated team.
When working on Mike’s documents, we started with a creative director, editor, and designer based on the request to reformat documents. As we dug into the work, we saw a chance to get more strategic than copyediting and creating blank templates. As needed, we called in another designer, but the main changes were to the scope so that we could:
Restructure the information design to accommodate three levels of executive presentation. We revised existing documents, then updated templates for future presentations, arranging the slides in each section from the least to the most detailed so presenters can easily customize the amount of information they include for each level.
Help define common terms (like “tool,” “service,” and “solution”), and identify standard fields for basic team information (like mission statements, goals, and so on), for uniform comparisons, communication, and performance measurement.
Design templates for a uniform look and feel. For these we established a custom iconography to enhance communication. There weren’t enough available design assets to illustrate all the various teams’ activities, so one of our designers created icons to visually represent roles and services. Each one corresponds to a word, like “marketing,” “operations,” or “excellence,” so teams can identify themselves visually by combining the relevant symbols that correspond to their names.
When Mike mentioned a new internal application he was developing, we were thrilled to help him drive adoption and awareness. He wanted to centralize and update existing training materials, and as we dug into this work we suggested that he also make some training videos as a simple, user-friendly learning option. For internal communications, we helped him narrow down which groups and roles should be informed and crafted customized rollout messaging (with more detailed information for potential solution users and shorter, more high-level content for managers and above). Many of these messages had the training videos embedded in them.