Here is a handy tool for tracking creative deliverables. I worked as both Project Manager and UX Architect on two projects over the last 3 months. We had an informal system of verbal check-ins to understand the status of a given item. While this worked just fine for our small team, we had no “big picture” view and ran the risk of missing something that had been requested or promised as we rushed to deliver, refine and evolve.

I believe in using the minimum structure necessary to accomplish our goals. We need a tight knit team with good communication, an in-person, human centered and participatory process. But in order to contribute to our PM toolbox, and as a design challenge, I whipped this up in a couple hours. Feel free to have a look: Creative Team Project Management (Spreadsheet)

status: which items are done vs in-flight?

• in progress: which team member is responsible
• done: the creative team is satisfied
• signed off: the client is satisfied
• needs revision: revisions get a separate tab to track what needs fixing

sprint planning:

use filters to look at one sprint at a time

phases: where are we in the design process?

• Discovery: understand the epics and themes



• Ideation: explore several design solutions and choose the best



• Wireframes: work from low fidelity (whiteboard and sketches) to medium fidelity (wireframes) to final annotations



• Visual Design: present and explore design options, create a style guide, final comps and redlines



• Final Deliverables: package for final hand off



• Forward Thinking: ideas for the future (or stuff that didn’t make the cut for MVP)

integrations: include links to design assets

• InVision: manages design revisions
• Google Drive: final files