Government | Visual Identity | Data Visualization | Publication

Transforming Government Financial Reports for Greater Impact

Managing SBA’s Annual Report Project with Poise and Attention to Detail

Account & Project Manager: Jo Zhou / Creative Director: Kat Scott / Art Director: Cameron Maher/ Designer: Gayle Villacruz, Gabriela Venetucci /

Fathom Creative | Case Study

Project Overview

Our team partnered with the U.S. Small Business Administration (SBA) to revamp their Annual Agency Financial Report. The goal was to transform dense and complex financial data into a more engaging and accessible narrative, effectively highlighting the SBA's impact on small businesses across the nation. The challenge was to present intricate financial information in a manner that was both understandable and visually appealing.
The United States Small Business Administration (SBA) is an independent agency of the United States government that provides support to entrepreneurs and small businesses.
Visual Identity | Data Visualization | Publication

My Contribution

Maintain a high level of responsiveness to all client requests, ensuring their needs were addressed promptly and effectively.

Applied lessons learned from previous projects to manage potential risks, creating contingencies for unforeseen issues and keeping the project on track despite challenges.

Meticulously managed the timeline, addressed team member availability issues, and incorporated necessary buffers to accommodate any delays.

Oversaw the coordination with the printer for shipping, ensuring that all deliverables were produced and delivered as scheduled.

“We received many notes of gratitude from our finance team on your quick and accurate work on the financials, thanks so much!”

— Project Manager at SBA

Key Challenge

Situation

Our goal was to introduce a new font and design to enhance the readability of the content and streamline adjustments for the client.

Task

I was responsible for managing the meeting with both the client and our internal team to present and discuss the new design, secure client approval, and ensure all parties were aligned.

Action

I prepared meeting documents based on last year's lessons learned and gathered our team's feedback and requests to share with stakeholders at the meeting, ensuring all parties were aligned.

Result

The client responded positively to the new design, appreciating its enhanced readability and ease of content management.

Key Actions

During the kickoff meeting, I included our team’s feedback regarding the new font and design implementation as a key agenda item, ensuring it was given adequate attention during the meeting.
I facilitated effective communication by involving our Creative Director to explain the benefits and details of the new implementation while ensuring our designer was fully aligned with the proposed changes.
I oversaw the successful implementation of the new design and established a structured follow-up process to gather client feedback, ensuring that any adjustments were made promptly and effectively.

Key Skills

Meeting Management, Agenda Setting, Stakeholder Communication, Team Alignment, Implementation Oversight, Feedback Collection, Prompt Adjustments, Client Satisfaction