Creative agency glossaryProject Management and Workflow

Agency Process

An agency process is the repeatable sequence of steps a creative agency uses to take a project from brief to delivery, so that the work is consistent without being formulaic.

What is an agency process?

An agency process is the way the work gets made, written down. Brief, discovery, strategy, concept, presentation, approval, production, post, review, delivery, and the handful of checkpoints in between where the client says yes before the next stage spends money. Every agency has one, whether or not it has ever been documented; the difference between a good process and a bad one is whether the people on the project could describe it the same way and whether the client knows what happens next.

The process is not the creativity. It is the container that lets creativity happen on a schedule and a budget, with a client who is informed rather than surprised. The best agency processes are short, visible and slightly flexible: enough structure that a new producer could run a project from the document, enough give that a film and a brand identity do not have to pretend they are the same kind of work.

Why it matters

Why an agency process matters

Clients buy confidence as much as craft. A marketing lead who commissions a campaign is trusting an outside company with a budget, a launch date and their own reputation, and a clear process is what tells them the agency has done this before. Knowing when the concepts arrive, how many rounds of changes are included, what approval unlocks the shoot and when the final files land is what lets a client manage upward and leave the agency alone to work.

Inside the agency, process is what protects the margin and the people. It fixes where scope is agreed, so that changes become change orders rather than free labor. It fixes where approvals happen, so that the shoot is not re-planned after the fact. It makes the hand-offs between strategy, creative and production clean, which is where most mistakes and most overtime come from. And it means lessons from one project survive into the next, because they have somewhere to be written down.

In practice

How an agency process works in practice

  1. 01

    A typical creative agency process runs through a few fixed gates. The brief is received and interrogated, then turned into a scope of work, an estimate and a timeline that the client signs. Discovery and strategy follow: research, interviews, audits, a strategic platform or a creative brief that the client approves. Concepts are developed and presented, usually two or three directions, and one is chosen and refined. Pre-production plans the chosen idea in detail: scripts, boards, casting, locations, design systems, with a final approval before the production budget is committed.

  2. 02

    Production and post happen against that approved plan, with scheduled reviews rather than open-ended feedback, and a defined number of revision rounds. Delivery includes the files, the specifications, the rights and licenses, and a wrap conversation about what was learned. Around this spine sit the tools: project management, time tracking, review platforms and a shared file structure. At a creative agency and production studio the process runs further in one building, because the same team carries the idea through the shoot and the edit, and there is no hand-off to lose it in.

At RIOT

Agency processes at RIOT

Ours is the one described above, shortened by the fact that strategy, creative and production are the same people. A sizzle reel for Coach, a holiday window film for Tiffany & Co. and a season trailer for the Washington Commanders each move through brief, concept, approval, production and post on the same spine, with the gates sized to the job. We built Krova, our production software, because the production end of that process deserved a tool made for it rather than a spreadsheet pretending to be one.

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Watch out

What people get wrong about agency processes

Making it longer to feel safer. A fourteen-stage process with sign-offs at every step slows the work without improving it, and clients learn to route around it. The second mistake is applying one process to every kind of work: a rebrand, a documentary and a social program have different rhythms, and a process that cannot flex breaks on the first one that does not fit. The third is hiding it from the client. A process the client can see is a promise; one they discover only when something goes wrong is an excuse.

Questions

People also ask

What are the stages of a typical agency process?

Brief and scope, discovery and strategy, concept development and presentation, approval, pre-production or design development, production, post-production and revisions, and delivery. Each stage ends with a client decision that unlocks the next, and the number of revision rounds at each stage is agreed up front.

What is the difference between an agency process and a workflow?

The process is the sequence of stages and approvals a project moves through from brief to delivery. The workflow is the operational detail inside it: who does what, in which tools, with which hand-offs. The process is what the client sees; the workflow is how the agency makes it happen.

How many rounds of revisions should an agency process include?

Two or three rounds at each major stage is standard, with the number written into the scope of work. Fewer rounds with clearer feedback beats more rounds with vague notes, and anything beyond the agreed rounds is a change order. The point is to make the client's decisions deliberate rather than endless.

Does a small agency need a documented process?

Yes, and it benefits most. In a large agency the process is enforced by departments; in a small one it lives in the founder's head until it is written down, and the day the founder is on set is the day the project needs it. One page is enough.

Next to it in the glossary

  1. Agency Project ManagementAgency project management is the discipline of moving creative work from brief to delivery on time, on budget and without losing the idea along the way.
  2. Agency SoftwareAgency software is the set of tools an agency runs on to manage clients, projects, people, time, money and the delivery of the work.
  3. Agency Time TrackingAgency time tracking is the practice of recording the hours people spend on each client and project so the agency knows what its work really costs.
  4. Agency WorkflowAn agency workflow is the repeatable sequence of steps a piece of work follows from brief to delivery, including who does what, in what order, and where approvals happen.
  5. Agile MethodologiesAgile methodologies are ways of running work in short, repeated cycles, so that a team ships something usable early, learns from it and adjusts rather than following a fixed plan to the end.
  6. AssigneeAn assignee is the one person named as responsible for a task, so that everyone knows who is doing it and who to ask when it is not done.

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RIOT is a creative agency and production studio in New York. Strategy, brand, film, photography, design and the campaigns that carry them, made by one team. A few lines is enough to start: we read every brief the same day.

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