A creative review that ends in notes has not ended

A creative review process is judged by whether a round produces a decision. Five stakeholders' notes with no reconciler are a queue, and the round stays open.

Five glass note slivers converge on a rail, where one orange block resolves them

A creative review round is measured by what the creative team can do the morning after, and a round that produced five sets of notes and no decision has produced nothing they can do. Conflicting notes are a decision nobody on the client side was assigned to make, and no amount of clearer communication assigns it.

A round that ends in notes has not ended

The shape a creative director recognises: the work goes out on Monday, and by Thursday there are notes from the marketing director, the brand manager, the product lead, somebody from legal and the founder. Two of them want the headline shorter and one wants it to say more. Legal wants the claim softened and the founder wants it bolder. Nobody has said which of them wins, and the account manager forwards the thread with a line asking the team to take a look.

Nothing in that thread is an instruction. Every note is raw material for a decision that has not been made, and the creative team now has four ways to proceed, all of them bad.

What the team does with an unreconciled threadWhat happens next
Follows the most senior voiceThe others feel unheard and repeat their notes next round, louder
Picks a middle path between the conflictsSatisfies nobody and produces a version none of the five asked for
Asks the account manager which note winsThe account manager asks the client, and the round waits on the answer
Makes the call itself, as the expertGets overruled at the end by the stakeholder whose note was set aside

The last row is the one a creative director reaches for, because a confident one treats reconciling the notes as part of the craft. It is a decision that belongs to the client, made on the client’s behalf without the client’s consent, and it holds only until the person whose note lost sees the result.

So the round has not ended when the notes arrive. It ends when somebody with the authority to do so has turned them into one list, with each line marked as a decision, a question or a preference. Until then the work cannot start, and a schedule that assumes it can is a schedule with the reconciliation missing from it.

A conflict between notes is an unassigned decision

Contradictions in a round come in a few kinds, and each is decided by a different person. Treating them all as noise the creative team should absorb is how the same argument returns three rounds running.

The conflictWho decides itWhat the creative director does with it
Two stakeholders want two different things and both are defensibleThe client’s approver, as a matter of taste and authorityLays out the two options side by side and sends them up
Two stakeholders read the brief differentlyWhoever owns the brief, by amending itQuotes the two readings back and asks which the brief meant
One note asks for something the brief excludesThe brief, applied by the account leadDeclines it with the line of the brief that excludes it
One note arrived after the round closedThe round’s close dateFiles it into the next round and says so

None of those decisions is creative, and none belongs to the creative team. A creative director who sends the options up rather than choosing between them keeps the client’s decisions on the client’s side of the table, where a later reversal cannot be blamed on the agency. The habit that makes this cheap is writing the brief so that it can answer the third row: acceptance criteria for a campaign are the lines a late note gets measured against, and a brief without them turns every exclusion into an argument.

One voice crosses to the creative team

The fix is a role. One person on the client side, usually the approver for the round, receives every stakeholder’s notes, reconciles them, and sends a single list across. The creative team never reads the thread. Where the reconciler cannot decide a line, the line crosses as a question with the options attached, and the creative team answers it with options of its own rather than a guess.

That costs the client latency on every round, and clients resist it, because forwarding the thread is faster. It is faster in the way that skipping a step is faster. The reconciled list arrives with no contradictions in it, each line carrying a decision, and the creative team starts work on it the same morning. The forwarded thread arrives with the contradictions intact, and the time it takes to resolve them is spent by the agency, at the agency’s cost, on the client’s decision.

The close of a round is then the approver’s yes on the reconciled list: the approver reads it, confirms it is the whole of what the client wants changed, and the round closes. A round that closes on a list can be pointed to later. A round that closes on a thread cannot.

Cap the open notes and close the round on a date

A close date and a cap on open notes keep the reconciled list from growing back into a thread. The close date is given when the round opens, after which a note goes into the next round rather than this one. Stakeholders who know the date reply before it. Stakeholders who do not know it reply when they get to it, and the last reply always lands after the work has started.

The cap is on how many notes are open at once. A round in which new notes keep arriving while the last ones are being worked never finishes, for the same reason a board with no WIP limit fills up: new items are admitted whether or not old ones have closed, and nothing in the process stops the count of open items from rising. Each note is an item with a state. It is open, it is being worked, it is done, or it was declined with a reason, and the creative director should be able to see the count of open ones at a glance.

Where the creative under review is a web page, the notes can carry that state themselves. In Notarus, each stakeholder’s note is a card on the board from the moment it is filed, and a glance down the columns gives the creative director the count this section asks for: how many of the round’s notes are still untouched, how many are being worked, and how many are closed, without a thread being re-read to find out.

The reconciler has to be the client’s

A creative director’s authority ends where two of the client’s stakeholders disagree with each other, and no process extends it. The reconciler has to be theirs, and if the client will not name one, there are two honest options: send every conflict back as a question with the round’s clock stopped, or make the choice on the client’s behalf and accept that it may be reversed at the end.

The first option costs schedule. The second costs a round at the worst moment. A creative director who plans for the first, by getting the reconciler named before the first round opens and by pricing the wait into the timeline when the client declines, is running a review process. One who plans for neither is running a thread, and the thread decides.

Common questions

How do you run a creative review round that ends in a decision?

Name one person on the client side whose job is to turn the stakeholders' notes into a single list with a decision on each line, before anything crosses to the creative team. Close the round on a date. Send the creative team the list, never the thread. A round run that way ends with instructions; one run without a reconciler ends with reading material.

What should you do when stakeholders give conflicting creative feedback?

First check both notes describe the same state of the build: two stakeholders who saw a page before and after a change are not in conflict, and naming the version ends it. Two preferences are decided by the approver. Two readings of the brief are decided by whoever owns it. A note the brief excludes is answered by the brief. Each decision belongs to somebody on the client side, and the creative director routes it there.

Who should consolidate feedback before it reaches the creative team?

Somebody on the client side with the authority to decide, usually whoever signs off the round. An account manager can collect and tidy the notes, and cannot resolve two directors who disagree. If the client refuses to name a reconciler, the conflicts go back to the client as questions, and the round waits.

How many stakeholders should review creative work?

As many as the client needs to have seen it, and one who decides. The count of reviewers is rarely the problem. The problem is a round in which every reviewer's note carries equal weight and arrives unreconciled, so the creative team receives a set of contradictions with no way to tell which one wins.

When should a creative review round close?

On the date it was given when it opened, whether or not every stakeholder has replied. A note that arrives after the close goes into the next round rather than reopening this one. A round with no close date is a round in which the last note always arrives after the work has started, which is the most expensive moment for it to arrive.

The Notarus team

The people who build Notarus. We write up the decisions behind the product when the reasoning is worth more than the changelog line.

Keep reading

Reports with the evidence attached.

Start free, one script tag.

<script src="…/widget.js" data-key="pb_pub_…">