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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.

Think Outside The Box Icon

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

Shape Design Icon

Specialists needed answers in seconds during live evaluations.

Mind Mapping Icon

Standardize risk identification and corrective guidance across evaluators.

Concept Icon

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

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.

Lockton — Ergonomics Pocket Guide: Cover + Table of Contents & Introduction Spread
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.

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