6 March 2023

How to choose
the right
annual report
design agency

Choosing the right report design agency to create your company’s annual report is an important decision that requires careful research and consideration. From looking at past projects to meeting with different teams and experts, there are a few key steps that you should take before you make your final selection.

If you're looking for advice on how to design an annual report, explore this article to learn more about how to choose the best annual report design agency for your company.

5 steps to help you choose a report design agency

Evaluate experience and reputation

Before deciding on an annual report design agency, spend time evaluating the company’s experience and reputation. Look for agencies that have experience in both financial and creative design, as well as those who can skilfully weave together text and financial information into an effective design. For a holistic view, it pays to read reviews from both previous and current clients to get a better feel for the quality of work they provide.

Do your due diligence on prices and services

Besides evaluating an agency’s experience and reputation, it’s important that you do your due diligence when researching their prices and the services offered. Make sure you understand what type of service package each agency offers and how much they charge for it. It can help to get a few quotes from different companies so that you can compare them side-by-side. Keep in mind that some design agencies may offer additional services, such as report writing, copyediting or conversion of existing designs, which could be beneficial depending on the project scope.

Review the design process provided by the agency

When choosing an annual report design agency, it’s important to review the process they provide and make sure that it suits your company’s needs. Most agencies will put together a tailored proposal for each of their clients, outlining services such as how frequently they’ll attend feedback meetings, their proofreading processes, production timelines, and much more. Ask questions at this point if you are unsure of any element, such as what types of designs they specialise in or the costs involved with printing the annual report. It’s also helpful to examine customer reviews online or check out the agency’s portfolio so you can get a better feel for their style.

Choosing the right design agency to create your company’s annual report is an important decision that requires careful research and consideration

Ask for samples for reference

Before signing a contract, ask for samples of the agency’s work so you can review the quality for yourself. Once you get these in hand, assess them against your own expectations and needs as a company. Establishing a clear vision of what kind of design style you want will help you find an agency that aligns with your goals. If they provide an example that looks like what you’re looking for, then they may be a good fit!

Talk about specific deliverables and timelines upfront

Before you enter into a contract with a new annual report design agency, ask exactly what deliverables they include in the package. Some agencies may only provide basic designs, while others might include more comprehensive services like layout and content proofreading. When discussing timelines, be sure to get in writing what the expected timeline will be for each step of the process so that you can stay on track!


What your agency needs to know

How to choose a design agency

When engaging with your design agency it’s important to:

  • Define processes from the outset – Who will be responsible for creating what content? Who needs to approve certain parts of the report? Clarifying such details will avoid conflicts between stakeholders. Assign a project manager to map all the stakeholders, their roles and responsibilities.
  • Determine delivery and key deadlines – It can be stressful producing a report, especially when printed copies need to be sent out. Establishing key milestones and clear final deadlines is essential. This includes ensuring the mailing schedule allows sufficient delivery time to meet your requirements.

It’s also vital to allow time for the final checking of content, including key numbers before your report goes to print. We recommend that the design is completed three days before it goes to the printer. This allows time for a printed proof and a final scan of the content to ensure all is correct.


In summary…

Your communications and design agency will play a huge role in the success of your report. From getting the look and feel right, to ensuring you meet all deadlines, they’re a vital cog in the report machine. So, it’s vital to have the right partner.

When choosing whom to collaborate with, look for an agency that:

  • Listens rather than lectures
  • Has a team whose personality aligns with your values
  • Understands your vision and brand
  • Has proven capability to deliver both a print and digital version of your report
  • Has the capacity to meet your deadlines
  • Understands your budget and knows how to get the best from it

Download our guide and discover how to design reports that inspire your stakeholders

 

Want to know the secrets of excellent annual report design?

Download our FREE eBook to discover:

✅ How to get the most from your report
✅ How to increase engagement
✅ Our proven design process

DOWNLOAD


JDJ Creative is an experienced annual report design agency

If you’re looking to choose an annual report design agency, then look no further! We’ve been creating report documents for our clients for over a decade. We always take the time to research the client’s industry and collaborate with them to produce a report that fully resonates with their target audience and meets their key objectives.

Whether you’re looking for an annual report, an integrated or standalone sustainability report or a review document, we have the expertise to write, design, and edit your document to industry standards. For an informal chat, get in contact with our design team today at hello@jdjcreative.co.uk or fill in our contact form.

Related Posts

Design

JDJ Creative:
2023 review

Read article

Design

How to make
a sustainability
report XBRL-
compliant

Read article

Data

The Impact
of Visual
Storytelling in
Financial
Marketing

Read article

Design

The Role of
design in
investor
presentations
and pitch
decks

Read article

Design

Why choose
JDJ Creative to
design your
Sustainability
Report?

Read article

Design

What are
brand
guidelines?

Read article

Design

On the rise of
Sustainability
Reporting

Read article

Design

A quick guide
to Exhibition
Stands

Read article

Company News

Reflecting on
a wonderful
relationship

Read article

Design

How to choose
the right
annual report
design agency

Read article

Design

A guide to:
annual report
design

Read article

Design

Will AI replace
graphic
designers?

Read article

Company News

2022:
A Roundup

Read article

Design

Report design
for the future

Read article

Data

Using design
to better
understand data

Read article

Design

How to design
a sustainability
report

Read article

Design

How to present
a sustainability
report

Read article

Design

Five key steps
to sustainability
reporting

Read article

Design

What makes up
a sustainability
report?

Read article

Design

How to measure
sustainability

Read article

Design

Is print
still
relevant?

Read article

Design

Are brochures
still effective?

Read article

Design

What is
sustainability
reporting and
why is it
important?

Read article

Design

What to look for
when proofreading
an annual report
(or other business
document)

Read article

Company News

2021: A year
in design

Read article

Design

How to measure
the impact of
thought
leadership

Read article

Company News

Brands we’ve
worked with who
are changing
the world

Read article

Design

The psychology
of colour in
branding

Read article

Design

Can graphic
designers
do web design?

Read article

Design

Why are brands
going retro with
their logos?

Read article

Design

How to
choose a
brand typeface

Read article

Design

Women in
art &
design

Read article

Design

Promoting
your annual
report for
maximum
engagement

Read article

Design

Annual report
design tips

Read article

Design

The JDJ Creative
annual report
design process

Read article

Design

Should you
publish a digital
or printed
annual report?

Read article

Design

Planning your
annual report

Read article

Design

The ultimate
guide to annual
report design

Read article

Design

Creativity Vs
Automation

Read article

Design

Corporate review
design: Reimagined

Read article

Company News

Radiance
colour book

Read article

Design

Pollen: Preparation,
Collaboration,
Execution

Read article

Design

Making sense:
Touch

Read article

Get in touch

We’re always keen to hear from like-minded people with passion and purpose,
so let’s see if together we can bring your vision to life.