Infographic Creation Checklist

Brief and Concept Development

    Name the ICP segment and the primary distribution channel — LinkedIn feed, blog hero image, gated PDF, email banner. Channel drives aspect ratio and density. A 1200×630 LinkedIn post and an 800×2000 long-form blog piece are not the same artifact.

    One sentence the reader should walk away with, and one action you want them to take. If you can't fit either on a sticky note, the infographic isn't focused enough yet.

    Every stat needs a primary source, publication date, and URL captured in the brief. Avoid stats older than 3 years unless they're still definitive. Internal data needs analytics-team sign-off before it appears in a public asset.

    Static PNG, animated GIF, scrollytelling SVG, or interactive web embed. Animated and interactive formats trigger a different review path (motion accessibility, JS performance, embed QA).

    Sketch in Figma or on paper. Block out the headline, 3–5 supporting sections, and the CTA. Confirm the reading path before any pixel work starts.

Design and Layout

    Use the published brand palette HEX values and approved typefaces from the DAM (Brandfolder, Frontify, or shared Figma library). No off-brand accent colors — if you need a new color, route through brand before the design pass.

    Match the chart type to the data: bar for comparisons, line for trends, donut sparingly and never for more than 4 segments. Label axes, include units, and avoid 3D effects that distort proportion.

    4.5:1 for normal text, 3:1 for large text and graphical elements. Check with the Figma Stark plugin or WebAIM contrast checker. Brand-palette pairings often fail at small sizes — fix at design time, not in QA.

    LinkedIn (1200×627), Instagram square (1080×1080) and story (1080×1920), X (1600×900), blog hero, email (max 600px wide). Build crops as Figma frames so updates propagate from a single source.

Copy and Editorial

    Headline under 10 words. Each section block under 25 words. Match the brand tone-of-voice guide. Cut adjectives ruthlessly — infographic copy reads on a phone in 4 seconds.

    Open each citation, confirm the number on the page matches the design, and confirm the source's methodology supports the claim being made. Rounding or paraphrasing a stat into something the source doesn't say is the most common way infographics get pulled after publication.

    Editor pass for clarity, voice, capitalization, and number formatting. Confirm product names, trademarks, and the legal entity name match the current brand guidelines.

    Build the CTA URL in the shared link-builder so source / medium / campaign follow team convention. Test the link resolves to a live, indexable page — broken CTA URLs on social posts are a recurring incident.

Review and Approval

    Share via Figma comment links, not Slack DMs. Tag PMM for messaging accuracy, brand for visual standards, and the SME who owns the data. Set a 48-hour comment window with a clear cutoff.

    Document the final decision with reviewer notes. "Approved with revisions" routes back through design; legal-flagged content needs a separate compliance pass before any external use.

    Required when the asset includes comparative claims, customer outcomes, or regulated-industry messaging (health, finance, security). Legal verifies the substantiation file under Lanham Act and FTC standards before external publication.

Export and Publish Prep

    Describe the data and conclusion, not the visual style. "Bar chart showing 62% of buyers research three vendors before booking a demo" beats "colorful bar chart." Required for ADA / WCAG 2.1 AA compliance on public-facing pages.

    PNG or WebP under 200KB for blog and social, SVG for crisp scaling on retina, PDF for gated download. Run through TinyPNG or Squoosh; oversized hero images tank Core Web Vitals LCP scores.

    Tag with campaign, channel, expiration date, and rights-cleared status in Brandfolder, Bynder, or your DAM of record. Without DAM tagging, sales and partner teams pull stale versions for months.

    Notify the blog editor, social manager, and email lead with DAM links, alt text, UTM-tagged URL, and recommended posting copy. Confirm the social scheduler (Sprout, Hootsuite, Later) has the assets queued before close-of-week.

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