Infographics - Unlocking the Potential of Your Infographic: 17 Essentials for Success

17 things to know before you create an infographic

Embarking on an infographic project? Before diving in, it's vital to have a clear vision and strategy in mind. Understanding what you want will not only streamline the design process but also ensure that the final product aligns perfectly with your objectives. Here are ten essential factors to consider when creating an infographic:

Knowing exactly what you want in an infographic before you contact a designer will help you get a quote rather than an estimate, and it will help maximize the efficiency of your project as a whole. Here are 17 things you should know before you start your infographic project.

1. Define Your Goals

Think about the core goals of your infographic. Consider its intent – is it meant to inform, educate, convince, or sell? Identify your target audience, whether they are existing customers, prospects, influencers, stakeholders, or the general public. By clarifying your intentions, you can shape a logical strategy and guide your designer effectively.

2. Know Your Audience

Understanding your audience is crucial for effective communication. Tailor your infographic to resonate with your target audience's preferences, technical expertise, age, gender, and interests.

3. Choose a Story Format

Consider how you want to convey your story. While visuals are at the core of infographics, the narrative structure matters. Decide on a storytelling approach that engages your audience and effectively communicates your message.

4. Establish a Budget

Set a budget and communicate it to your designer. This transparency will help in creating a design style and solution that fits both your needs and financial constraints.

5. Set a Deadline

Setting a deadline allows for better project management and creativity while keeping costs reasonable. Provide your graphic designer with ample notice about your project.

6. Select the Right Delivery Method

Sometimes, infographics can become information-heavy. If you need to present a significant amount of data, consider alternative formats like infographic videos or interactive micro-websites.

7. Envision Your Visual Style

Ensure that the images resonate with your target audience. If you have a specific image style used in your branding, communicate it to the designer, providing them with samples to replicate.

8. Brand Your Infographic

Keep your brand's voice consistent and align the infographic with your identity standards, including font styles, colours, and company logos. Make sure the messaging is in sync with your other marketing materials.

9. Organize Your Data

Think about whether you need graphs, tables, or bulleted points. Provide any relevant spreadsheets or rough graphs to help the designer create an accurate representation of your data.

10. Prepare Reference Materials

Think of your infographic as a collection of individual points, each with details and corresponding images. Type out your key points and arrange them in a logical sequence. You can use tools like PowerPoint or Keynote to create a storyboard. Prior to discussing your project with a designer, share your points and support materials. This proactive approach allows the designer to better understand and address your needs.

11. Visual Elements

Consider the importance of visual elements such as colour schemes, typography, and the use of icons or illustrations to enhance the infographic's appeal.

12. Data Sources

If you're using data in your infographic, mention where you're sourcing the data from, ensuring accuracy and credibility.

13. Storytelling Techniques

Provide insights into storytelling techniques within infographics, like creating a narrative flow, using anecdotes, or employing a problem-solving approach.

14. Interactive Features

If you're creating an interactive infographic, discuss the benefits of interactive features like clickable elements, hover effects, and embedded videos.

15. Distribution Strategy

Mention how you plan to distribute the infographic once it's completed, whether through social media, email marketing, or embedding it on your website.

16. Feedback and Revisions

Collaborate with your designer, and emphasize the importance of feedback and revision cycles to ensure the final product aligns with your vision.

17. Measuring Success

Think about how you'll measure the success of your infographic, whether through analytics, engagement metrics, or the achievement of your intended goals.


By considering these seventeen factors, you'll be well-prepared to embark on your infographic project, ensuring that it serves as a powerful tool for conveying your message, achieving your goals, and leaving a lasting impact.

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