Project Scope
Describe objectives, target audience, primary message, format (print/digital/video), and expected deliverables so designers have clear acceptance criteria and can estimate time accurately.
A single, well-structured form reduces rework, clarifies responsibilities, and creates an auditable trail for approvals and copyright ownership while supporting FERPA, accessibility, and budget controls.
Common users include requestors, project managers, school administrators, and creative staff involved in production and approvals.
Signatory roles vary by district; establish an approval matrix with delegated authorities to avoid processing delays.
Describe objectives, target audience, primary message, format (print/digital/video), and expected deliverables so designers have clear acceptance criteria and can estimate time accurately.
List required file types, dimensions, color profile, resolution, copy length, and any ADA/508 accessibility requirements to reduce redesign cycles and ensure compliance.
Provide requested start date, key milestones, review windows, and final delivery deadline so resource planning and priority conflicts can be managed centrally.
Include cost center, purchase order number or budget approval, and any external vendor fees to ensure procurement rules are followed and spend is auditable.
Specify copyright ownership, third-party asset licenses, and distribution scope (internal, public, limited) to avoid later IP or licensing disputes.
Identify required approvers (content, legal, communications, finance) and their role order to enable sequential routing and reduce hold times.
| Field | Configuration |
|---|---|
| Auto-assign approver | Map based on department or cost center. |
| Conditional fields | Show budget fields only if paid work is requested. |
| File upload requirements | Enforce file types and maximum sizes. |
| Signature type | Use typed or eSignature for approvals. |
Choose sharing methods and integrations that match district systems for storage and tracking.
Integrations with common platforms (Microsoft 365, Google Workspace, Box, NetSuite, Salesforce) streamline routing, asset management, and recordkeeping for compliance.
10 business days for standard print or digital assets.
Allow 3–5 business days for initial draft review.
2–4 business days per revision cycle.
Request sign-off at least 48 hours before production.
Begins after final approvals and funding confirmation.
Form completed, files uploaded, and approvers notified.
Designer assigned and kickoff clarifies scope.
Stakeholders request edits until content is finalized.
Approved assets delivered and archived in repository.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |