I use a ten step process for creating infographics. While this may sound involved, it helps make sure nothing is overlooked. These steps have evolved over time as I have gained experience doing these types of projects. I have found that they both increase efficiency and provide a framework for problem solving and creativity.

The steps aren’t a rigid procedural checklist. Sometimes during a project there will be an exploration or kick-off phase where there is white boarding and goals and research being discussed. That’s OK. The process has to be a dynamic one to be useful.

My 10 Steps

  1. Define Goals – What is the purpose? How will we measure success?
  2. Messaging – What do we need to say? How should we say it? This helps set the tone and theme.
  3. Research – What statistics or information do we have? Is it the right information for the goals?
  4. Refine Content – Identify content gaps, rewrite for infographic format, editing.
  5. Concepting – white board sketches or rough mockups of layout and content
  6. Theme – the tone and look of the piece.
  7. Execution – building the infographic.
  8. Review – Were there any gaps? check for legal, content, and design issues. Does project meet the goals?
  9. Prepress – Verify layout, size, color matching, legal, check for typos.
  10. Publish – Print or publish/share online in different formats.

I go into these steps in detail in my eBook Create Awesome Infographics. It’s currently available in pdf and epub formats through GumRoad. I’ve also made resources from this blog and the book available for free as a way to give back to the community.

I hope you found these ten steps helpful. What kind of design process do you follow?