scope
Wayfinding system, TOC + section architecture, page templates, print/PDF output
CLIENT
Lockton (Internal) → later distributed to client (confidential)
scale
Pocket guide (print), plus PDF
Role
Editorial + information design, layout system, production-ready templates
Section 01 // CONTEXT
design CHALLENGE
Ergonomics specialists needed a field-ready reference they could use during live evaluations. The content existed across scattered materials, but not as a consistent system. I consolidated it into a scan-first pocket guide with color-coded wayfinding and repeatable templates that translate posture observations into corrective actions.

The guide needed to work as a pocket reference used on the spot, not read end-to-end.

Specialists needed answers in seconds during live evaluations.

Standardize risk identification and corrective guidance across evaluators.

Maintain clarity across dozens of pages and repeated modules.
Section 02 // PAGE SYSTEM
PAGE SYSTEM + WAYFINDING
A pocket-friendly structure organized by body region, using color-coded navigation and repeatable templates that move from risk → causes → immediate adjustments → equipment → reminders.


Section 03 // APPROACH
Structure-First
Methodology
Designed around field use: quick lookup, minimal cognitive load, and consistent corrective guidance. I built the navigation, hierarchy, and modular templates first, then refined typography and spacing for fast comprehension in real-world conditions.
↓ WHAT I OWNED
01 Information Architecture + Wayfinding
Body-region taxonomy, color system, TOC logic, scan hierarchy.
02 TEMPLATE SYSTEM + PAGE MODULES
Repeatable “risk → causes → immediate adjustments → equipment → reminders” structure.
03 VISUAL COMMUNICATIONS
Annotated imagery and callouts for quick interpretation.
04 PRINT-READY PRODUCTION
Print/PDF-ready layouts and long-document consistency.
Section 04 // DELIVERABLES
WHAT WAS DELIVERED
●
Ergonomics pocket guide for print + PDF reference
●
Color-coded TOC and section architecture by body region
●
Standardized risk pages with thresholds, causes, and callouts
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Quick-action pages with immediate adjustments and equipment guidance
●
Modular system designed to scale across additional sections and updates
Section 05 // RESULTS
IMPACT & OUTCOMES
●
Enabled fast, consistent corrective guidance through pocket-ready, scan-first templates
●
Reduced friction during evaluations by making fixes easy to find and apply immediately
●
Shared beyond internal use as a client-facing resource and reprinted multiple times
●
Packaged complex ergonomics guidance into a field-ready reference tool
CONFIDENTIALITY NOTE
Client-identifying information has been removed or blurred. Pages shown reflect the pocket-guide system, wayfinding framework, and template architecture.

case study 04 / 04
ERGONOMICs Pocket GUIDE
Created at Lockton as an internal ergonomics pocket guide designed to stay within arm’s reach. Built for fast, in-the-moment reference, it uses color-coded wayfinding and scan-first templates to translate posture observations into immediate corrective actions. Later shared as a client-facing resource and reprinted multiple times prior to a corporate-wide rebrand.
INFORMATION ARCHITECTURE • WAYFINDING SYSTEM • PRINT PRODUCTION
FIGURE 01 — COVER + TOC + INTRO: Color-coded table of contents and introduction spread establishing the wayfinding system and scan-first structure used throughout the guide.









