The Vision Keeper Workbook | Turning Ideas Into Action

Project Overview

The Vision Keeper Workbook

Focus: Workbook · Editorial System · Guided Content · Digital Strategy · Conversion Design

Role: Editorial Designer & Content Strategist
Scope: Brand positioning, workbook content strategy, copywriting, digital & physical product design, UX & reader experience

The Vision Keeper Workbook is a 200+ page guided system designed to help users turn ideas and aspirations into focused, achievable goals. The challenge was to create a comprehensive, actionable, and engaging experience that could guide a diverse audience—creatives, early-career professionals, and purpose-driven individuals—through reflection, habit formation, and goal-setting.

The project required the seamless integration of editorial content, prompts, trackers, exercises, and visually engaging layouts to ensure users could both absorb the guidance and take meaningful, actionable steps toward their goals. The workbook also needed to function across print and digital formats while supporting long-term engagement with the brand’s advisory services.

Goals & Challenges

• Encourage users to translate intention into actionable steps

• Develop a step-by-step framework that balances inspiration with actionable exercises

• Design prompts, trackers, and exercises that motivate without overwhelming

• Maintain clarity, rhythm, and consistency across 200+ pages

• Create a modular system adaptable for both physical and digital formats

• Highlight key takeaways without interrupting reflection

• Support habit formation and long-term engagement with the brand

Strategy & Process

The Vision Keeper Workbook was designed as a modular, multi-format system guiding users from vision-setting to execution and reflection. The project combined audience research, editorial design, UX, copywriting, and digital strategy to create a cohesive, actionable experience that supported clarity, habit formation, and long-term engagement.

Audience Research & Personas

• Defined core users: creatives, early-career professionals, and purpose-driven individuals

• Developed personas capturing motivations, goals, and pain points

• Ensured content spoke directly to user needs, providing validation and practical tools

Editorial Structure & Content Strategy

• Organized the workbook into modular sections: Vision → Planning → Action → Reflection

• Designed a progressive sequence guiding users step by step, integrating prompts, trackers, exercises, and reflection spaces

• Made abstract concepts actionable without cognitive overload

Visual & UX Design

• Created layouts emphasizing clarity, focus, and pacing using typography, hierarchy, and whitespace

• Developed functional visual elements including icons, trackers, and cues for reflection and progress

• Ensured seamless experiences across both print and digital formats

Copywriting & Tone

• Wrote motivational, instructive copy with an approachable, inspiring voice

• Crafted microcopy for prompts, headers, trackers, and callouts to guide users through exercises

• Maintained consistency and clarity throughout 200+ pages

Digital Strategy

From Awareness → Engagement → Conversion → Service Connection

The workbook’s impact extends beyond print through digital extensions, guiding readers further into the marketing funnel:

Digital Components

• Website Integration: Pages designed to mirror workbook exercises, offer downloadable resources, and drive engagement while connecting users to design and advising services

• Social and Campaign Assets: Templates and graphics to support lead capture, engagement, and education

• Amazon A+ Content: Narrative-led visuals for product pages that communicate structure, purpose, and outcomes, increasing engagement and purchase confidence

Digital Objectives

• Support discovery of the workbook and its methodology

• Guide users through exploration, adoption, and continued engagement

• Build trust and encourage users to connect for design and advising services

Digital Contributions

• Led digital strategy and execution, integrating the workbook experience into website and campaign assets

• Designed Amazon A+ content to support clarity, emotional alignment, and conversion

• Maintained design consistency across print and digital touchpoints while aligning with the marketing funnel

Strategic Outcome

The Vision Keeper Workbook serves as both a practical guide and a strategic content system. It demonstrates how thoughtful editorial design can translate complex, goal-oriented material into an actionable, engaging, and scalable experience—helping readers gain clarity, maintain focus, and make meaningful progress, while naturally guiding them toward deeper brand engagement and advisory services.

Results & Impact

• Delivered a 200+ page guided system that balances structure with inspiration, helping users move from intention to sustained action

• Supported habit formation and reflective practice through modular, repeatable sections

• Created a cohesive experience across print and digital formats

• Strengthened brand trust and long-term engagement by connecting workbook use to advisory services

• Established a replicable editorial design framework for future workbooks and guides

Key Skills Demonstrated

• Content Strategy & Copywriting (Workbooks, Exercises, Prompts)

• Editorial & UX Design for Print and Digital

• Modular Learning Systems & Habit-Building Experiences

• Visual Communication (Typography, Layout, Icons, Trackers)

• Digital Strategy & Marketing Integration

Key Takeaway

This project demonstrates my ability to combine content strategy, editorial design, and visual storytelling to create a structured, inspiring resource that moves users from ideas to action—while reinforcing brand value, engagement, and long-term connection.