Creative operations guide — manage impactful creative work.

Woman in modern office with project tools overlaid, including calendar, task updates, and a new marketing campaign request.

Consumers spend nearly 500 minutes daily with digital media, encountering dozens of ads and branded content. How can brands capture their attention?

Standing out requires creativity, but executing creative ideas is often fraught with challenges — such as content bottlenecks, miscommunication, deadlines, budgets, and platform constraints. As a result, great ideas are frequently abandoned.

A smooth creative process is achievable with a creative operations framework — a structured approach with clear plans and tools for every step. Increasingly popular, creative operations help businesses streamline content creation and focus on meaningful work.

In this guide:

What are creative operations?

Creative operations — also known as “creative ops” — bring structure, process, and measurement to creative work. There’s a chance that operations flowing upstream and downstream from your creative team already work smoothly. But there’s also a chance your team spends too much time on administrative tasks, struggles with ad hoc requests, and generally lacks the structure needed to prioritize work based on a real strategy. The purpose of creative ops is to manage the entire creative workflow, starting with all the information coming to the creative team and ending with all the work the creative team produces. Leaders look for ways to optimize each step to produce more high-quality work with the same — or sometimes fewer — resources.

3 elements of the creative operations supply chain.

Think of creative ops as a supply chain. A typical supply chain details the following steps needed to get a product from point A (a company and its producers) to point B (the final buyer):

  1. Process and execution steps
  2. People
  3. Resources

A successful supply chain ensures there’s no delay in production or delivery, resulting in:

  1. Lowered costs.
  2. Boosted profitability.
  3. Customer expectations being met.

By investigating and detailing creative processes in a similar manner from point A (project requestors) to point B (creative work in market), you can start to see where the “potholes” are. It’s all about gaining visibility into what’s not working early on so your company can avoid issues and set realistic expectations further down the road.

The rise of big data, access to more complete customer profiles, and consumer expectations for personalization in marketing have also amped up the demand for creative assets. Creative ops — where creativity meets optimization meets scale — is how that demand can be met.

A large part of creative ops is also making sure teams stick to brand guidelines, stay compliant, and, of course, hit deadlines. After all, much of what a creative team produces gets posted for the world to see. No team member wants to have to explain to the legal department why assets were posted to social media that failed to comply with typical standards or why a deadline was missed for a major product launch. Creative operations ensure corporate and brand standards are met while giving the creative team the freedom they need to create effective work that captures consumers’ attention.

How do creative operations work?

The benefits of deploying a creative operations framework are clear, but getting started is no small task. These three key steps can help you transition from convoluted processes to building a successful creative operations team.

Three-step workflow: 1. Map your creative workflow, 2. Identify problems, 3. Start finding solutions.

Step 1: Map your current creative workflow.

You can’t drive effective change unless you know exactly what you need to adapt. Start by mapping out every detail of your current creative workflow, from start to finish, to gain a comprehensive understanding of your operations.

  • Understand what currently happens. What is your intake process like? Is a creative brief created to kick off meetings with your creative team? How do reviews and revisions work? Determining the answers to these questions is a crucial part of this initial step.
  • Get lots of input. You’re undertaking a wide-scale initiative. Ensure you interview team members from various departments, including stakeholders and executives, to gain a clear understanding of what it currently takes to bring creative projects to completion.
  • Observe and take notes. What you hear from team members may not line up with how they actually work. Attend meetings and observe workflows from a distance to ensure you have an accurate understanding of everyone’s work styles.
  • Document the workflow. Once you have all the details of what happens in each step, write down or illustrate the workflow in a clear, easy-to-follow (and easy-to-change) format.

Step 2: Identify problems.

Now that you have a clearly illustrated workflow, it’s time to start breaking it down and determine what works and what must change.

  • Start with the upstream: Take a hard look at your intake system and process. This is where the entire creative process starts. It can be “make or break,” depending on how you capture requests. There should be a singular place where requesters can input their inquiries in a standardized intake form. The form should detail every single piece of information needed from the requester to get a project kicked off.
  • Review timelines, resources, and deadlines: How often does your creative team miss deadlines? It’s crucial to pinpoint if it’s a resource issue, a technology issue, a communication issue, or perhaps a combination of more than one issue. Determine which steps in the workflow take the longest and why.
  • Review technology gaps: Creatives often have to use multiple tools and legacy platforms to get their work done, and that often means wasted time jumping from window to window and tab to tab. Conduct an audit of every piece of tech that creatives use to build, manage, and deliver their content. Identify where the gaps are and which tools could be dropped to streamline creative efforts.

Step 3: Start finding solutions.

With the root causes of problems in your creative workflows identified, now comes the hardest part: finding solutions. Follow these points to help you take on the work one issue at a time.

  • Document your ideal workflow: Based on all the information at hand, define what your ideal process looks like for creative projects, starting with the end goals. From there, you can work your way backward to determine what needs to happen to reach each step of your ideal process.
  • Find solutions, bit by bit: The problem-solving process takes upfront time, but the end dividends are worth it. As you work your way backward, you’ll find that solving some problems is a bigger undertaking than others, and that’s okay. Take it detail by detail until you arrive at your ideal solution.
  • Enlist software or tools to help: You and your team don’t have to do this alone. Powerful software and tools exist to help you make creative operations a reality. Productivity platforms can help you get visibility into every piece of your operations to increase team output, reduce bottlenecks, and fill technology gaps. Digital asset management software also gives you one place to upload, store, manage, and track your digital assets, which is crucial for delivering campaigns with lots of files involved.
  • Enlist a third party to help: If needed, experienced consultants and agencies also exist to help you work your way toward the right creative ops framework.

Creative operations vs. creative project management.

Perhaps you haven’t heard much about creative operations until now. You may be wondering how creative ops differ from creative project management — an initiative in which you’ve likely already invested roles and resources. Let’s break it down.

Creative operations and creative project management have a lot in common including developing project briefs, creating project plans, maintaining a schedule and cadence, closely monitoring for scope creep, and more.

Project management is a broader practice for keeping projects running smoothly across a creative team. Creative operations exist to fit the needs of a creative team and are designed to help creatives efficiently intake, produce, deliver, and use the best creative work possible.

Creative operations teams are often the owners of projects and key decision makers in creative leadership. They help to implement strategy and standards. Creative teams operate intake and make sure every request aligns with company strategy and brand standards.

Creative operations and project management differences.

Topic
Creative operations
Creative project management
Focus
Creative workflows, strategy, and optimization
Creative project delivery and task management
Scope
End-to-end creative lifecycle
Creative task-specific and deadline-focused
Tools
Creative platforms, DAM tools
Scheduling and resource allocation software
Outcome
High-quality, scalable creative content
Creative projects completed on time and within budget

The benefits of creative operations.

Regardless of the challenges your creative team is currently facing, the right creative framework can help your company realize the operational benefits. From increased efficiency and effective cross-department collaboration to consistent resourcing and project management, creative ops can be beneficial to marketing teams of any size. Here are eight specific benefits:

1. Operational efficiency.

Process inefficiencies are, unfortunately, a large issue in the creative world. Creative ops can help teams move faster by optimizing each person and process, as well as closing technology gaps.

2. Collaboration across the team.

Great work can often be sacrificed due to disparate platforms. By centralizing where you work, you can get everyone on the same page no matter where or when they’re working.

3. Customization.

A seamless operation shouldn’t come at the expense of the creative process. The best part of building a creative ops framework is that every team’s work style can be considered. Creative ops help build dashboards customized to each team member’s preferences within an overarching workflow that solidifies standardization.

4. Accountability.

No more last-minute requests or half-baked intake forms. With a centralized intake process and standardized form, creative teams have all the relevant information needed to kick off a project and hit realistic deadlines.

5. Security.

Compliance is everything, especially in heavily legislated industries like finance and healthcare. Creative operations can provide additional oversight to creative work, ensuring compliance is met if an audit ever comes up. They can also provide structure for following brand standards — so creative teams can focus on producing work that’s high quality and compliant every time.

6. Data-driven decisions.

Creative ops should enhance, not stifle, the creative process. Luckily, reporting functionality and operational data can help your team move from a reactionary stance to an ahead-of-the-curve approach. Data will help you see areas to improve prioritization, quantify resourcing needs, and communicate your team’s value to leadership.

7. Project consistency.

Inconsistencies in workflows can lead to administrative burnout. By leveraging a single creative work platform, you can streamline your intake and assignment process to create consistency and improve speed to market.

8. Forecasting.

A lack of clarity about the future can be detrimental to resource planning. With creative operations, you can access the data needed to accurately forecast how much money, time, and resources will be needed to complete a project. Aligning projects to statements of work has never been easier.

Use cases.

Improve customer experience.

Due to increased media spending and content needs, global insurance company Liberty Mutual’s in-house agency, Copper Giants, received a major uptick in creative development requests. Describing its intake process as a “deli counter” and its collaborative efforts as a “mosh pit,” the agency knew an infrastructure upgrade was non-negotiable to keep up with production demands. Copper Giants developed a creative operations framework to drive its teams toward organizational excellence.

The team members began by outlining three functional requirements: project workflow, prioritization, and operational reporting. Then, they searched for and found an end-to-end platform to help them manage it all.

With the tech and infrastructure upgrade, Copper Giants:

  • Brought teams together in one centralized platform
  • Served up a customized experience for each team member and partner
  • Created transparency and alignment with stakeholders
  • Communicated their team’s value across Liberty Mutual

“Operational data has helped us grow as a team in more ways than one over the years. It helped us quantify resourcing needs when requests were on the rise. It prepared us for the ebbs and flows of work throughout the year, particularly when we had more seasonal work. It highlighted an opportunity area to shift resources when we were allocating our time to less important priorities. But most importantly, it has continuously helped us communicate our value to leadership and showcase our accomplishments to our stakeholders.”

— Michael LaBerge, director of strategic operations, Copper Giant

The creative process optimization ensured that Copper Giant had everything needed to produce effective content at scale. Today, the in-house agency supports personalized products and 80% of Liberty Mutual’s active creative in the market.

Empower remote teams.

Telecommunications giant CenturyLink’s globally based creative team is a prime example of creative work being able to flourish anytime, anywhere. By integrating a system of record for work with its team operations, CenturyLink creatives could create, deliver, and measure their work in one place.

“We found that small projects often require as much time as large projects, so, as part of our creative operations, we aim to combine multiple small projects to create a larger deliverable.”

— Shane LaBounty, former marketing operations leader of brand, creative, and digital, CenturyLink/Lumen Technologies

After months of focusing on planning and standardizing creative work processes, effectively collaborating across the world became even more effective. With creative operations, the CenturyLink creative team was transformed from a request-led, reactive operation to a powerful, planning-led digital force.

Faster results.

Each month, the New Jersey Lottery introduces new games that require an in-store point-of-sale and promotional materials, advertising support, web and social pages, retailer newsletters, and more. Deadlines for completing and delivering the items are tight.

A few years ago, the Northstar New Jersey Lottery Group was tapped to handle the lottery’s sales and marketing. However, the team struggled with tracking projects without a centralized system.

“It was difficult and time-consuming to track everything that went back and forth via email. Requests or comments would occasionally be lost or misfiled, and we would also catch errors too late, which required reprinting. Reprints added time and cost to the job. I realized very quickly that managing projects this way wouldn’t scale.”

— Laura Antos, senior manager of 360 marketing operations, Northstar New Jersey Lottery Group

To improve project communication and management, Northstar deployed end-to-end creative operation tools. Once the tools were adopted widely, the effects were swift and impressive across departments — 360-degree visibility, project turnaround time improved by at least 24 hours, and reporting became 90% faster and more accurate. Today, Northstar teams spend their time coming up with the next big lottery marketing idea instead of searching servers and email folders for files.

Creative request management processes can improve project efficiency.

Use creative briefs to improve project execution.

How many times have you seen it happen? A designer submits a first draft to an internal client after hours of hard work, and the client returns the draft with so many changes that it hardly resembles the project you were asked to deliver? Frustrated creatives, unsatisfied clients, and a lot of rework are all results of poor visibility between client and creative.

Creative briefs are the remedy. Sit down with internal clients before diving into a project and determine each other’s expectations for the work. Make sure you understand the who, what, why, when, and where of the project, then write it down in a creative brief where you, the client, and anyone that ends up working on it can refer to the details of the request. Or make the process even easier with your work management solution by using customizable creative briefs that are built in to the request process that help you gather all the information you need from the start.

This simple best practice kills chaos by offering visibility into the specs of a project right from the beginning. It ensures that creative teams and clients stay on the same page throughout the project, which in turn means less rework, happy creatives, and satisfied clients.

Centralize request management.

When requests come in myriad ways, like personal emails, Google Chat, or sticky notes, you can count on the entire project being one big ambiguous, chaotic mess. The only way to reduce this chaos is to standardize and centralize your intake process.

Designate one way to receive requests, whether with an online form, an email alias, or a work management solution. Then, communicate that method to your team and clients. Both internal clients and the creative team must buy into this method for it to work, which will require some enforcement; if requests continue to come in the hallway or with sticky notes on the desk, kindly but firmly remind clients to submit them through your established process.

When all requests are received, assigned, and tracked from one location, it’s easy to have visibility into what the work is, who is doing it, and when it’s due, bringing clarity to a chaos-prone process.

Hire or designate a traffic or project manager.

Having all requests channeled to one place is a first step to controlling chaos in request management, but then those requests need to be organized and distributed to the team.

Place one person in charge of request “triage.” This team member should be the gatekeeper and should have complete visibility into every request that comes to the team. Then, they can manage priorities and projects with a clear view of all the requests made of the team. If your team lacks the bandwidth to appoint or hire a dedicated traffic manager, the creative director or a senior graphic designer could assume this role as an additional responsibility.

The traffic or project manager in charge of request management can gain visibility into all incoming and outgoing work. That visibility enables the project manager to keep track of workloads, appropriately assign tasks, and ensure that projects are completed according to client expectations.

The roles within a creative operations team.

Creative directors, copywriters, designers, photographers, videographers, and producers are all common creative roles — and all are considered part of creative operations. But there are a few roles specifically focused on creative ops as a unit that ensure process and organization are an integral part of the creative process. Let’s walk through what those roles entail.

Vertical hierarchy chart showing three roles: Creative Operations Director at the top, followed by Creative Operations Manager, then Creative Operations Coordinator.

Creative operations director.

Individuals in this role typically possess 10 or more years of operational experience in a creative setting. As natural planners, they not only know what makes great creative, but they also serve as the business and operating mind for the creative department. These operational spearheads develop systems and improve processes in partnership with inputs from account leads, finance teams, and other stakeholders. Creative op directors lead the charge for establishing creative efficiencies, strategic planning, project management, and, most importantly, creating an environment for creatives to thrive and grow.

Creative operations manager.

Creative operations managers thrive on efficiency and help the operations director drive effective change across creative departments. With typically 5 or more years of experience on their resume, managers in creative operations must be incredibly collaborative and have a deep understanding of brand, marketing, and product design lifecycles. This deep knowledge is leveraged to address common roadblocks, maintain clear cross-department alignment, and keep projects running smoothly. They partner with creative leadership to advance team initiatives and support decision-making for the best possible creative setting.

Creative operations coordinator.

At the coordinator level, people are typically newer to the creative operations unit, but they bring an eagerness for new challenges and a fresh perspective to the organization. Under the direction of the manager and director, the coordinator evaluates and tests current creative processes. Coordinators typically oversee timekeeping for staff and freelancers to ensure accurate reporting. They also help coordinate reporting of daily operations, prepare materials for operations meetings, and maintain the organization of projects, records, and resources. With so much work in data, coordinators must have strong analytical and debugging skills and be able to effectively communicate numbers and ideas with multiple departments.

Getting started with creative operations.

Overhauling your creative workflows and processes can feel overwhelming for companies of any size. But the benefits are worth it. By integrating a system of record with your team operations, creatives can create, deliver, and measure their work in one place. Stakeholders get their requests completed sooner, customers connect on a more personal level with your brand’s work, and your company saves time, money, and resources.

With a work management platform like Adobe Workfront, you can gain visibility into and manage complex workflows and measure everything in your creative operations.

  • Deliver content faster. Workfront connects seamlessly with solutions like Adobe Creative Cloud so creatives can spend more time creating and less time navigating platforms.
  • Communicate team value. Collect operational metrics to extract insights and communicate your team’s value to the company.
  • Reduce project failure. Gain real-time insights into project progress and resource utilization.

See how Workfront and Adobe power creative operations.

https://business.adobe.com/fragments/resources/cards/thank-you-collections/workfront