The design process at Hand-Heart Design Firm (HAND-HEART DESIGN FIRM) has six stages: discovery interview, research and analysis, strategy and concept, design development, validation and final artwork, handover and rollout. Each stage has a defined deliverable and one confirmation point, so our partners always know where the work stands, what comes next and what they need to supply. The number of stages is adjusted to the nature of the project — packaging design has nine stages because it involves physical structural testing, and wayfinding systems have five because they include site supervision — but the skeleton is the same: understand the problem first, then decide the direction, and only then start making.
The process is not there to look professional. It is there so that you get the chance to say “hold on, this direction is wrong” before you spend a lot of money.
What stages does the Hand-Heart design process have?
The general Hand-Heart process has six stages: discovery interview, research and analysis, strategy and concept, design development, validation and final artwork, handover and rollout. At the end of each stage there is one formal confirmation, and only after that does the work move on to the next stage. The reason is practical — a wrong direction should surface while it is still cheap to change, rather than at prototyping or on site.
Many partners come to us saying “I want a new logo”, and by the end of the conversation the real problem turns out to be “our branches don’t look like the same company”.— Hand-Heart Design Firm
- Discovery interview and free consultation
First we work out exactly what problem needs solving. Many partners come to us saying “I want a new logo”, and by the end of the conversation the real problem turns out to be “our branches don’t look like the same company”. If the problem is defined wrongly, everything after it is wasted.
What you prepare Your brand as it stands, the problem you are facing, the expected schedule and budget rangeWhat we deliver A record of the clarified requirements, an initial scope recommendation, a quotation - Information gathering and research analysis
We take stock of the existing brand assets, survey the target audience and analyse competitors. Public-sector and large-company projects also include internal interviews and an all-staff questionnaire — ask only the managers and you get “how it ought to look”; ask the front line and you get “how it actually looks”.
What you prepare Existing material, an internal point of contact, a list of people available for interviewWhat we deliver A research report, a competitor analysis, an inventory of the problems - Strategy development and concept proposal
From the research findings we define the core value and the design direction, usually presenting two or three directions for you to choose from. This stage is about direction, not detail — shades of colour and whether the type should be a little larger or smaller all wait until the next stage.
What you prepare The decision-makers attend the proposal meetingWhat we deliver A strategy briefing, concept direction proposals, confirmation of the direction - Design development and refinement
Following the approved direction, we complete the core design and roll it out into the application system. This stage includes one full round of revisions — revision is part of the process, not an extra request.
What you prepare Feedback gathered into one round, rather than piecemeal changesWhat we deliver The final design, the application system, the revised version - Validation and final artwork
Different services validate different things: packaging needs a physical white model tested for load and drop, wayfinding needs a 1:1 mock-up on site to confirm the reading distance, and an identity has to be checked at sizes as small as a favicon to see whether it is still legible. What works on the drawing does not necessarily work once it is made.
What you prepare Confirming specifications and quantities, taking part in the on-site validationWhat we deliver Prototypes or full-size mock-ups, validation records, final artwork files - Handover, rollout and site supervision
Handing over the files is only the minimum. A complete handover also includes the guidelines, training for the people who will carry it out, and on-site supervision of printing or construction. A project done well has to outlive the next project contact — that is why the guidelines and the training exist.
What you prepare Naming the unit responsible for ongoing maintenanceWhat we deliver The complete files, the guidelines, the training briefing, site supervision and acceptance
Who signs off at each stage, and what a change costs
The table above covers “what you give, what we deliver”. This one covers the other half: who confirms at each gate, what it costs to go back and change something after that confirmation, and when a gate can be skipped. When a project drags, it is usually not because the design is slow. It is because the person who confirms is not in the room, or because a change was not made at the cheap stage and only came up at the expensive one.
| Stage | Who confirms | What is confirmed | Typical duration | Changing after this gate | Can it be skipped? |
|---|---|---|---|---|---|
| Discovery interview | Project contact + the person with budget authority | Problem definition, scope, schedule, quotation | 1–2 weeks | Lowest cost; change it and move on | No |
| Research and analysis | Project contact | Whether the research subjects and the interview list are sufficient | 2–3 weeks | Low; the research can simply be topped up | Can be skipped if research from the past year already exists |
| Strategy and concept | The decision-maker in person, not a delegate | The direction (not shades of colour) | 2–3 weeks | High: every drawing after this is built on it | No |
| Design development | Project contact collates, decision-maker approves | Core design and applications, including one full round of revisions | Identity 6–12 weeks / visual design 3–5 weeks | Medium; going back to the direction means starting over | No |
| Validation and final artwork | Project contact + the unit that will use it | Prototypes, full-size mock-ups, specifications and quantities | 1–3 weeks | High; die-cuts, materials and print runs are already fixed | Can be simplified for purely digital deliverables |
| Handover and rollout | The designated maintenance unit | Guidelines, training, site supervision and acceptance | 2–4 weeks; with supervision, according to the construction period | A change after rollout means training everyone again | No; if there is no maintenance unit we will raise it first |
Three principles run through the whole table. The direction is confirmed by the decision-maker in person — a direction confirmed by a delegate is usually overturned during development. Revisions come in one round — piecemeal changes leave every version incomplete. The later it is, the more it costs — so at every gate we spell out what it will cost to change this later if it is not changed now.
How does the process differ between services?
The six stages are the skeleton; the actual number of stages is adjusted to the nature of the project. The difference comes mainly from whether physical validation is needed and whether the work goes on site:
| Service | Stages | The key step that is added | Detailed process |
|---|---|---|---|
| Corporate identity system (CIS) | 6 | Mind identity and behaviour identity (MI/BI) come before the visual; handover includes rollout and supervision | See the CIS process |
| Rebranding | 6 | A brand audit first, to decide which assets to keep; includes rollout in spaces and stores and launch communication planning | See the rebranding process |
| Packaging design | 9 | Structure before the visual; includes load, impact and drop testing on physical white models, and die-cut dielines | See the packaging process |
| Wayfinding system design | 5 | Circulation analysis and sign positioning; letter heights checked against the legibility-distance formula; site supervision and point-by-point acceptance | See the wayfinding process |
| Visual design | 7 | The first draft is done in black and white to confirm the layout structure; colour comes in only after that is confirmed | See the visual design process |
| ESG sustainability report | 6 | Data stocktaking and chapter structure come first; a highlights edition and an animated edition can be added | See the ESG process |
Why confirm stage by stage instead of doing it all at once?
Confirming stage by stage is not process fussiness. It deals with a very practical problem: every design decision becomes the premise for every decision that follows. The later one is overturned, the more has to be redone with it.
Changing direction at the sketch stage takes a few hours. Changing after prototyping means remaking the die. Changing after installation means taking it down and refitting it. The later it surfaces, the more it costs.
Each stage has a defined deliverable, so there is no black-box period of “three weeks of silence after sending the brief”.
What you supply and what we deliver is written into every stage. At acceptance there is no room for two different accounts.
For some projects, we will suggest you think it over again
The free consultation is not there to close a deal. After talking it through, we may tell you: this may not be the best moment to rebrand — if there is no internal agreement on the direction yet, working on the identity now easily turns into an argument about taste, decided in the end by job title rather than by strategy.
We will also say plainly: how far the current budget will reasonably go, and which items we would advise you not to economise on. Rather than spreading the money evenly over ten items and ending up with ten half-finished ones, you can also consider getting the core identity and the few most-used items right first, and phasing the rest in later.
Saying this may cost us a few projects. But a brand project that was not done well is something you live with for years, and we would rather it did not appear in our portfolio either.
What do you need to prepare before starting?
You do not need everything in place to start. Give us as much of the following four as you have; Hand-Heart can work through the gaps with you during the research stage:
- Your brand as it stands, and the problem: what the situation is now and what you hope to solve. This one matters most; the rest can follow later.
- Existing visual assets: the current logo, standard colours, typefaces, existing guidelines and applied items.
- Use and specifications: the deliverables you expect, quantities, sizes, and the channels you will publish through.
- Schedule and decision process: when you would like it finished, and who has the final say — the decision-maker not attending the proposal is the most common reason a project goes back and forth.
Frequently asked questions
How long does a design project usually take?
It depends on the type and scope of the service. A single piece of graphic design is measured in weeks; projects such as brand identity, packaging design and wayfinding systems, which need research, validation and rollout, are usually measured in months when the scope is large. Hand-Heart sets out the deliverables and schedule for each stage after the discovery interview, and does not add items partway through the process.
How many rounds of revision are included in the process?
Hand-Heart builds revisions into the stages rather than counting them separately: the concept proposal stage confirms the direction, the design development stage includes one full round of revisions, and the validation stage includes the detail adjustments before final artwork. Asking to change direction after the direction has been confirmed is a change of scope, and the schedule and fee are then discussed separately — this is spelled out at the quotation stage.
Can we start before the materials are ready?
Yes. In practice content and design almost always run in parallel: the structure and direction are confirmed first, and the content comes in gradually. The only two things that really have to be settled first are “what problem is being solved” and “who has the final say”. Waiting until every piece of material is ready usually just squeezes the printing or construction schedule at the end.
Why does packaging design have more stages than other services?
Because packaging needs physical validation. The Hand-Heart packaging process has nine stages; the extra ones are structural design, structural testing (building a white model and actually testing load, impact, compression, drop and opening), drawing the die-cut dieline, and prototype sign-off. A structure that works on the drawing does not necessarily hold up once it is built — these stages exist to find the problem before mass production.
Is there any follow-up service after handover?
Yes. Handing over the design is not the end of the project. The sixth Hand-Heart stage covers delivery of the guidelines, training for the people who will carry it out (teaching material or video), and on-site supervision and acceptance of printing and construction. For brand identity projects we also help set up a standing management arrangement and rules for external authorisation, so that the identity is still used correctly after the project contact changes.
Can we commission only some of the stages?
Yes. If the research and strategy have already been done by another party, Hand-Heart can take on only the stages from design development onwards; if only validation or site supervision is needed, that can be taken on separately as well. Going through the full process is usually cheaper, though — picking a project up midway takes extra time to fill in the context of the earlier stages, and that time cost does not disappear.
A written manual is not enough to support every person who has to carry it out; a video is what lets the people doing the work follow along.— How it was done on the National Central Library project: we filmed training videos for the people carrying it out
Want to know how your project should run?
Tell us where your brand stands, the problem you want to solve and the schedule you have in mind, and Hand-Heart will propose a matching stage plan and timeline for the nature of your project. The first conversation is free, and there is no obligation to go ahead afterwards.
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About Hand-Heart: track record, patents and awards
CI/CIS procurement and acceptance guide: six stages, eighteen checkpoints
What sets Hand-Heart apart
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