UI Workflow & Process Guideline
Department
Table of Contents
| Section | |
|---|---|
| 1 | Purpose |
| 2 | Scope |
| 3 | Definitions |
| 4 | Operating Model |
| 5 | Roles & Responsibilities |
| 6 | Step-by-Step Process |
| 7 | Asana Card Templates |
| 8 | UI Workflow Checklist (Creative Use) |
Purpose
This guideline defines how Kiluth’s Creative department executes UI work: design system setup, visual design, design refinement, and handoff to development.
| Outcome |
|---|
| UI work is executed consistently, handoffs are clear, and sign-off proofs are easy to find. Development can start with complete UI design artifacts. |
Scope
This guideline covers the UI workflow from UX handoff through handoff to development:
| Included | |
|---|---|
| 1 | Design system setup (design audit, design system foundation, component library) |
| 2 | Visual design (style exploration, style selection, high-fidelity design, responsive design) |
| 3 | Design refinement (internal review, stakeholder review, design iteration, design sign-off) |
| 4 | Design handoff (design organization, design specs, design handoff to DEV, design QA) |
This guideline does not cover:
| Not included | |
|---|---|
| 1 | UX research and wireframing (see UX Workflow & Process Guideline) |
| 2 | Development execution (see Technology guidelines) |
| 3 | Project planning and task assignment (see Delivery Production & Resource Allocation Guideline) |
Definitions
| Term | Definition |
|---|---|
| Checkpoint | A required completion point before proceeding to the next step |
| Decision point | A branching choice (e.g., iterate vs. proceed) with an explicit recorded outcome |
| Sign-off proof | Evidence that a step is approved (email confirmation or signed document; signed document required for contract-related decisions) |
| Design system | A collection of reusable components, patterns, and guidelines used to maintain visual consistency (per project, not shared) |
| Style exploration | Initial visual direction exploration (mood boards or key screen designs) |
| High-fidelity design | Complete visual design with colors, typography, spacing, and visual details |
| Design specs | Detailed annotations for spacing, colors, typography, and interactions needed for development |
| UI handoff artifacts | Complete set of deliverables needed for development to start (design files, specs, assets, style guide) |
Operating Model
| Operating Model | |
|---|---|
| 1 | Asana is the system of record for work tracking, approvals, and handoffs. |
| 2 | Use checkpoints and decision points: don’t move forward until the previous step is “done”, and branches are explicit. |
| 3 | Handoff order: upstream defines handoff artifacts/exit criteria; downstream defines execution after handoff. |
| Outcome |
|---|
| At any point, we can answer: what’s the current state, who owns it, and what’s needed to move forward. |
Roles & Responsibilities
| Role | Responsibility |
|---|---|
| UI Designer | Executes UI work: design system setup, visual design, refinement, and handoff to development |
| Project Manager (PM) | Creates UI tasks during post-activation estimation (with dependency on UX wireframe approval), tracks progress, coordinates stakeholder reviews |
| Account Executive (AE) | Coordinates client sign-offs, maintains sign-off proof links |
| UX Designer | Provides UX handoff artifacts (wireframes, user flows, interaction specs) |
| Development (DEV) | Receives UI handoff artifacts and executes implementation |
| Stakeholders | Reviews and approves UI deliverables at defined checkpoints |
Step-by-Step Process
Phase 1: Design System Setup
| Step | |
|---|---|
| 1 | Design audit (Checkpoint): Review existing brand guidelines, colors, typography, and components. Document findings. |
| 2 | Design system foundation (Checkpoint): Define or update color palette, typography scale, spacing system, and icon library. Create design system document (per project, not shared). Link in Asana. |
| 3 | Component library (Checkpoint): Create reusable components (buttons, inputs, cards, etc.) with variants and states. Link component library in Asana. |
| Outcome |
|---|
| Design system is established, components are defined, and visual foundation is ready for high-fidelity design. |
Phase 2: Visual Design
| Step | |
|---|---|
| 4 | Style exploration (Checkpoint): Create 2–3 style directions (mood boards or key screens). Present to stakeholders. Link explorations in Asana. |
| 5 | Style selection (Checkpoint): Select direction based on stakeholder feedback. Proceed when stakeholder sign-off proof is linked (Sign-off proof: [Link]). |
| 6 | High-fidelity design (Checkpoint): Design all screens from approved wireframes. Use design system consistently. Link designs in Asana. |
| 7 | Responsive design (Checkpoint): Adapt designs for mobile, tablet, and desktop breakpoints. Link responsive designs in Asana. |
| Outcome |
|---|
| Visual design direction is approved, all screens are designed, and responsive breakpoints are covered. |
Phase 3: Design Refinement
| Step | |
|---|---|
| 8 | Internal review (Checkpoint): Review with Creative team. Check consistency, accessibility, and alignment with brand. Document feedback. |
| 9 | Stakeholder review (Checkpoint): Present designs to stakeholders. Collect feedback and iterate. Link review notes in Asana. |
| 10 | Design iteration (Decision point): Update designs based on feedback. Record decision: major changes? → iterate and re-review / minor changes → proceed to sign-off. |
| 11 | Design sign-off (Checkpoint): Final approval from stakeholders. Proceed when sign-off proof is linked (Sign-off proof: [Link]). |
Decision point: Stakeholder feedback
| Outcome | Action |
|---|---|
| Major changes requested | Iterate designs. Re-run internal review and stakeholder review. |
| Minor changes requested | Make minor updates. Proceed to design sign-off. |
| Approved | Proceed to design sign-off. |
| Outcome |
|---|
| Designs are refined, approved, and ready for handoff to development. |
Phase 4: Design Handoff
| Step | |
|---|---|
| 12 | Design organization (Checkpoint): Organize design files (naming, grouping, annotations). Ensure all screens are included. Link organized files in Asana. |
| 13 | Design specs (Checkpoint): Add annotations for spacing, colors, typography, and interactions. Export assets (icons, images). Link specs and assets in Asana. |
| 14 | Design handoff to DEV (Checkpoint): Deliver complete UI handoff package. Link in Asana. Proceed when development starts. |
| 15 | Design QA (Checkpoint): Review implemented designs against specs. Document issues and provide fixes. Link QA notes in Asana. |
| Outcome |
|---|
| UI handoff artifacts are complete, development can start, and design QA ensures implementation matches design. |
Asana Card Templates
UI Style Exploration Review Request
| Asana Card Template | |
|---|---|
| Title | Review UI style exploration: [Client Name] – [Project Title] |
| Assignee | Stakeholders (PM coordinates) |
| Description | Please review UI style exploration for direction selection: References • Project card: [Link] • UX wireframes: [Link] • UX handoff artifacts: [Link] • Style explorations: [Link] Review focus • Visual direction alignment • Brand consistency • User experience fit Checkpoint Proceed when style direction is selected and stakeholder sign-off proof is linked (Sign-off proof: [Link]). |
UI Design Sign-Off Request
| Asana Card Template | |
|---|---|
| Title | UI design sign-off: [Client Name] – [Project Title] |
| Assignee | Stakeholders (PM coordinates) |
| Description | Please provide final sign-off for UI designs: References • Project card: [Link] • High-fidelity designs: [Link] • Responsive designs: [Link] • Design system: [Link] Sign-off • Sign-off proof: [Link] (stored/linked by AE) • Optional quote (1 line): [Quote] Note: if the design sign-off affects contract-related decisions, use a signed document. |
UI Handoff to DEV
| Asana Card Template | |
|---|---|
| Title | UI handoff to DEV: [Client Name] – [Project Title] |
| Assignee | Development team |
| Description | UI design is complete. Please begin development: UI handoff artifacts • Design files: [Link] • Design specs: [Link] • Assets (icons, images): [Link] • Style guide: [Link] • Design system: [Link] References • Project card: [Link] • UX handoff artifacts: [Link] • Design sign-off proof: [Link] Checkpoint Proceed when development starts. |
UI Workflow Checklist (Creative Use)
Design System Setup
| Checklist | |
|---|---|
| 1 | ☐ Design audit completed; findings documented |
| 2 | ☐ Design system foundation defined (colors, typography, spacing, icons); linked in Asana |
| 3 | ☐ Component library created; linked in Asana |
Visual Design
| Checklist | |
|---|---|
| 1 | ☐ Style exploration completed (2–3 directions); linked in Asana |
| 2 | ☐ Style direction selected; stakeholder sign-off proof linked |
| 3 | ☐ High-fidelity designs created for all screens; linked in Asana |
| 4 | ☐ Responsive designs created (mobile, tablet, desktop); linked in Asana |
Design Refinement
| Checklist | |
|---|---|
| 1 | ☐ Internal review completed; feedback documented |
| 2 | ☐ Stakeholder review completed; review notes linked |
| 3 | ☐ Design iteration decision recorded (major changes iterated or minor changes documented) |
| 4 | ☐ Design sign-off completed; sign-off proof linked |
Design Handoff
| Checklist | |
|---|---|
| 1 | ☐ Design files organized (naming, grouping, annotations); linked in Asana |
| 2 | ☐ Design specs completed (spacing, colors, typography, interactions); linked in Asana |
| 3 | ☐ Assets exported (icons, images); linked in Asana |
| 4 | ☐ UI handoff package complete: design files, specs, assets, style guide |
| 5 | ☐ UI handoff task created and assigned to Development team |
| 6 | ☐ Design QA completed; issues documented and fixes provided |