What this means for your practice
Obtain the appropriate client's approval for the proposed public version through the agreed process. Treat permission for a name, quotation and screenshot as distinct publication questions.
An example to discuss with your team
Compare the final layout with the approved version after design changes. Confirm no unapproved screenshot, name or quotation has been introduced.
What to discuss with your agency
Ask the agency to compare the final design with the authorised draft. Has any new image, identifying detail or quotation appeared during layout? Remove unnecessary confidential material. Approval should cover what readers will see, rather than rely on a vague assumption that the client likes the project.
Put the brief into practice
List every piece of client-specific material proposed for publication, including names, quotations, screenshots, logos and identifying details within images. Use the agreed approval process for the exact public version and intended use rather than assume project participation settles those questions. Give the client or appropriate owner enough context to review the layout and surrounding wording, because a quotation can imply something different when paired with a new headline. Keep unnecessary confidential information out of the draft from the start.
After design changes, compare the final page with what was approved and resolve any new material before release. Record the accepted version and any conditions attached to its use. Ask the agency how future edits will be checked against that record. Clear permission handling supports a maintainable case study and avoids discovering after publication that the design introduced a screenshot or detail nobody had actually reviewed.
How to check the result
Measure case studies awaiting specific publication approvals before release.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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