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Join Me for AIGA Seattle's "Design Business for Breakfast"

Whether you’re a freelancer, an in-house designer, or working at an agency or studio, you can never know too much about the business side of design. And in today’s tough economy, you need that business edge even more.

In "Design Business for Breakfast," a three-part series presented by AIGA Seattle, David Sherwin of frog design will host professionals from the Seattle design community—each of whom has deep experience in client service, project management, and design studio management. David and his co-presenters will give you a fresh perspective on professional practices and provide you with tips and tools that you can start using right away.

Each month's event will take place at Il Fornaio, Pacific Place, 600 Pine Street, Seattle.

 

Connect With Your Clients
Wednesday, January 13, 2010 | 7:30 - 9 a.m.
How to develop and sustain strong relationships with clients, whether you manage them directly or work through an account manager. Led by Erica Goldsmith, former Account Director at both Hornall Anderson Design Works and Cole and Weber United, and Executive Producer at Worktank.

Registration
Single Event | includes presentation, light breakfast, and materials
AIGA Members: $25 | Register
Nonmembers: $35 | Register

 

Structure Your Projects and Process
Wednesday, February 10, 2010 | 7:30 - 9 a.m.
Heighten your project management skills and build stable business processes that support your creative work. Led by Fiona Robertson Remley, who has built processes and managed projects at many Seattle agencies and corporations, including Worktank, Big Fish Games, Martini Design, Methodologie, Nordstrom, and Microsoft.

Registration
Structure Your Projects and Processes | includes presentation, light breakfast, and materials
AIGA Members: $25 | Register
Nonmembers: $35 | Register

 

Follow the Green
Wednesday, March 10, 2010 | 7:30 - 9 a.m.
Learn how design businesses make money: follow a designer’s earned income for a project, for a month, and over the course of an entire working year. Aimed at working designers and agency professionals. Led by David Conrad, Partner/Studio Director of Design Commission, an interactive design agency in Pioneer Square.

Registration
Follow the Green | includes presentation, light breakfast, and materials
AIGA Members: $25 | Register
Nonmembers: $35 | Register (link coming soon)

 

Full Breakfast Series | all three events
Connect With Your Clients (1/13)
Structure Your Projects and Process (2/10)
and Follow the Green (3/10)

includes presentation, light breakfast, and materials

AIGA Members: $60 | Register
Nonmembers: $90 | Register

The Long Ow: Fulfilling on the Promise of Human-Centered Design

I spent time over the past three months with IDEO's Human-Centered Design (HCD) toolkit, which is derived from the daily practices used within their firm as well as by design practitioners around the globe. In answering a recent survey they'd sent out to solicit input for a future edition, I couldn't help but observe that the chart below seemed to be missing a few crucial points in the realm of innovation fulfillment. I'm dubbing the chunk I added to IDEO's chart "The Long Ow." The original chart:

My thinking here is meant to extend the empathy we solicit through observation and design—and which makes human-centered design possible—and extend it fully through the process of producing the desired change. We are very good at thinking in deliverables, within process boxes, but the ideal process for HCD is more like a heartbeat. Being a designer can feel painful, but the real pain begins when the planning becomes reality, and the tangled mess of sticky complexity that our clients are struggling with begins to unravel in finite degrees through brute-force effort. We can only ease that pain slightly, and help them bear it as they aim to create a meaningful impact.

Whether you're aiding a governmental task force, a local homeless shelter, an ailing nonprofit, or a corporate client wanting to lessen their negative influence on the world at large, working to effect major positive change across thousands of people—maybe even millions of souls—takes a level of sustained effort that is often buried, implicit, in the root of any design concept. And from researcher to artifact-maker to those people who are tasked through their communities and corporations to effect positive change, it's critical to surface those heavy physical investments and inevitable compromises that are part of any implementation of a human-centered innovation. (Read: Looking to fulfill systemic change, along with the behavioral impacts that cascade down through communities and into people's lives in ways that can't even be comprehended as part of any design exercise.)

We often gloss over is the army it takes—both figuratively and literally—to effect considered change beyond the design process. If we're working within a social context, we also need to be prepared if we have the latitude, culturally, to advise and/or join that army in helping to support the necessary artifacts, observe the progress of systemic change, help to troubleshoot the inevitable compromises that will adjust or dilute your overall understanding of the observed problem(s), and consider how the cycle can begin anew with fresh observations to iterate the initial foray you've attempted.

In the world of commerce, this kind of dialogue is often considered under the umbrella of change management, business transformation, and other domains littered with MBAs. In the nonprofit sector, as well as with initiatives spearheaded by various governmental departments and/or NGOs, these discussions are also often considered outside the range of the humble designer. But as we begin to expend more energy in rejiggering systems and services as opposed to focusing on aesthetics, we will bleed over into these spaces currently occupied by the McKinseys and the USAIDs of the world. And hopefully they will want to solicit our help in a partnership to make our concepts real.

Appetite for Destruction

Hell is not other people. Hell is being surrounded by free candy.

Much as a child is forced to smoke a carton of cigarettes when caught out on the back porch with a Marlboro Light, my avoidance of any and all forms of sweets came from sheer overkill—that is, working in a candy store.

Data, Delight, and User Experience Design

Many thanks to my friend Ric Ewing, who was a co-author of this piece.

Pick a card from the deck that I've fanned out before you. Memorize the card, then place it on top of the deck. I'll let you cut it a few times, before I reveal that it's… the Six of Spades!

What's the secret behind this magic trick? If I told you, then it wouldn't be a trick anymore—and you wouldn't have been delighted in the process.

As a magician, I can't reveal my methods. But as a UX designer, I have an obligation to point out that the trick isn't really magic. "Not even the best magician in the world can produce a rabbit out of a hat if there is not already a rabbit in the hat," says a character in the movie The Red Shoes. UX designers are ever seeking to identify, define, refine, and otherwise clarify what people expect to see and do when they visit a website or use a web application. The best sites fulfill these core user expectations, but the very best sites deliver an extra layer of "magic" that transcends those expectations through how data is surfaced through their site experience.

So how do you make sites that provide this extra bit of magic? Here's a few common-sense notions on the subject.

Overpromise and Underdeliver

If you want to break a client's heart, sell what you don't know how to produce. Bill your client the time necessary to learn the tools you need to make them happy. Wow them with your big thinking and static comps, but be coy about how your ideas can be realized in the appropriate delivery technology.

Review of "Glimmer" in the Designer's Review of Books

The further I’ve progressed in my career as designer, the harder it’s become to share with others exactly what I do.

First, I managed layout at a magazine and bootstrapped a few websites in thrilling Adobe PageMill. Then, within a design studio, I was responsible for creating brands and annual reports—with little to no formal training to the otherwise. Add in a number of years in advertising and marketing, leaven it with a few more of user research and wireframing, and set to “Puree”. When I try to describe to my family what I do nowadays as an interaction designer, the confusion level continues to increase.

Now I don’t need to try and explain anymore. I can just send them a copy of Warren Berger’s extraordinarily well-written book, Glimmer: How Design Can Transform Your Life, Your Business, and Maybe Even the World.

This is the first book about the process of design as it’s practiced at its highest levels in our profession, written by an expert journalist for the layperson, that describes exactly how designers think about and view the world. It is the product of hundreds of interviews with today’s top designers, across all major disciplines of design, cross-referenced with deep reading into the texts that have informed the growth of our profession, then distilled into plain English that anyone can easily understand. Along the way, stories regarding OXO Good Grips, the One Laptop Per Child program, the Truth anti-smoking campaign, Bruce Mau’s Massive Change exhibit, Architecture for Humanity, Proctor & Gamble, TOMS Shoes, and many others are woven through the narrative, illustrating key points regarding design concepts, principles, and sustainability practices with illustrations and sketches. It also includes a good number of everyday people who came to the design profession late in life, after they had their first “glimmer” moment.

Continue reading at The Designer's Review of Books

"Can You Say That in English? Explaining UX Research to Clients" in A List Apart Magazine

The new business meeting was going swimmingly—that is, until the client started asking questions about our design process. Then we unleashed our lexicon of specialized user experience (UX) research terminology.

Why should we do that thing you called...what was it, task analysis? We’d like some of those personas. They’re important, right? What the heck is contextual inquiry?!

As mental models flew about the room, I realized how hard it is for clients to understand the true value of UX research. As much as I’d like to tell my clients to go read The Elements of User Experience and call me back when they’re done, that won’t cut it in a professional services environment. The whole team needs a common language and a philosophy that’s easy to grok.

I created a cheat sheet to help you pitch UX research using plain, client-friendly language that focuses on the business value of each exercise. But, before we get to the cheat sheet, let’s talk about how we can communicate the value of UX research at a much higher level.

Continue reading at AListApart.com

"Better Ideas Faster" Seminar at HOW Conference 2010

I've been asked by the good folks at HOW to participate in the upcoming HOW Conference in Denver, June 6-9, 2010! The seminar I'll be presenting is on the topic of coming up with better design ideas faster. Here's the description:

Have you ever felt stuck when trying to come up with design ideas? Do deadlines cause you to freeze in your tracks? "Better Ideas Faster" is a seminar that will help you learn how to brainstorm better design ideas for print and interactive projects within practically any time frame.

Over the course of this 75-minute seminar, participants will learn how to:

• Approach a design problem with the right ideation questions in order to focus their creative energies
• Use the most appropriate brainstorming methods to coax out tons of ideas
• Learn how to properly ruminate on your newfound ideas and then improve them
• Understand how to generate ideas collaboratively when working on a team

Participants will leave this workshop with handouts detailing a wide variety of brainstorming techniques and methods for reinvigorating their creative process—as well as newfound confidence in their creative abilities!

Along with this seminar, I'll be participating in a panel about creativity. (A topic that you've never heard me talking about on this blog...)

If you'd like more info about the conference, they have an interim site up at http://www.howconference.com, where registration and the full lineup will appear soon.

The Fourth No

One of the risks in creating comprehensive brand experience frameworks, replete with scripted behaviors that employees must follow dutifully down to the letter, is that it can make a mockery of conventional human activities.

Take my shopping visit over lunch to Borders, which is a few blocks closer than Barnes & Noble—a critical decision factor when the rain is pelting down in its characteristic Seattle fashion. Walking through the front door, I paused to peruse the new Eoin Colfer entry into The Hitchhiker's Guide to the Galaxy canon. Scanning through the preface, I was interrupted by a headset-wearing young woman.

"Need any assistance?"

"No, thank you," I demurred, glancing briefly through the tome before wandering deeper into the wilds of Fiction & Literature. As I strolled along the stacks, the book spines flicking past in reverse alphabetical order, I was stopped by another Borders employee.

"Looking for something?"

"No, just browsing, thanks," I said. I didn't want to let her know the title of the book I was seeking—Alain de Botton's The Architecture of Happiness—so I wouldn't be sucked into dialogue regarding cross-listing of books within various departments, opportunities for special orders that may be delivered to the shop, and an infinitude of other actions that could emerge from that simple request for help. She can tell that I am hedging my true intent, as most customers do, and swiftly moves along to Westerns.

I arrived at the B's. They only had copies of de Botton's On Love and How Proust Can Change Your Life. I took the former book from the top shelf and began to read the first chapter.

"Finding what you're looking for?" I turned to see another Borders employee, kindly smiling up at me as my mind froze mid-sentence.

"You bet, no problem," I said. She continued about her business. I continued to read about transatlantic flights, the probabilities inherent in meeting your true love, and a host of other topics. After glancing at a few other volumes on the shelf, I started to walk out—only to be confronted by yet another staffer.

"Need any help?" he said.

What I wanted to say: "I do need help. I need you to seriously rethink what customer service looks like in a bookstore."

Instead what came out was a final, cavernous "No." This was the last word I emitted before leaving.

Phone Knows Best

Can a phone be your trusted best friend? Your personal trainer? Your confidante? Can it cheer you up when you're stressed? Can it know what you're feeling, and why you're feeling it? Can it go away when you just want to sit in the corner and cry?

If we're serious about pushing the utility of mobile devices to their absolute limit, then we will have to create software so sophisticated that it can discern the difference between the perceived intent of user actions and the actual intent contained in our brains and bodies. Computers will need to make us feel like they're reading our minds—not just our words, where our eyeballs are pointing, and where our body is positioned in physical space. And when we behave in a irrational manner (meaning like human beings) these same computers will need to withhold judgment on what does not compute.

We will call these design challenges "HAL 9000 problems," because this leap in technological evolution brings up some very gnarly dilemmas for designers and developers—though not because an AI in a spaceship is preparing to kill us. (Yet.)

YOUser Experience

What DNA does conceptual art share with interaction design? More than any technical profession would care to admit.

"The idea in conceptual art is that the artist causes experiences to happen to himself, and then ruminates on the interaction between the self and the experience; an audience may be permitted to observe, but is not essential," says Roger Ebert, in his recent (and fantastic) blog post "The agony of the body artist."

So if I was to apply Ebert's thinking about conceptual art to the discipline of interaction design, then it would read as follows:

The idea in interaction design is that the designer causes experiences that happen to others, then ruminates on the interaction between the other and his or her experience; a designer may be permitted to observe, but s/he is not essential.

How to Estimate Design Projects: Tips from a Pro

Two words that make a designer's ears bleed: "Over budget."

Estimating is the scariest activity that designers manage for themselves or their studios. We are experts at making intuitive design decisions based on qualitative information—but in the rational world of dollars and cents, that same intuition doesn't always make for a better profit margin. We learn (and forget) this, over and over again. I've heard countless designers say to me, "I haven't done this kind of work before. I don't know what to charge. So I just made a guesstimate, and if I go over budget, I'll just eat the difference."

Sadly, "the difference" is not edible. While designers may hate estimating, it's a business skill that you'll need to develop—that is, if you'd like to make some money.

For professional estimating advice, I emailed Fiona Robertson-Remley, a fantastic project management guru I'd worked with at Worktank Brand Storytellers on a wide range of interactive and traditional marketing programs. This is what she had to share on the subject.

A Hundred to One

When I first moved to Seattle, I freelanced at what was considered to be the meat grinder of the Seattle agency world. My first assignment was to serve as a production artist for a series of pet food ads. I was provided with layouts in QuarkXPress 4.0, consisting of a few dozen black and white portraits of happy Scotties, terriers, and other sedan-sized pups. The traffic person then handed me sheet of paper completely filled with three- to six-word phrases. "These are the headlines for the ads due today," she said, and scooted away.

I spent the next few minutes puzzling over the page. Some of the lines made no sense to me, outlining in scientific terms the benefits of Pet Food Special Formulation A to Crappy Pet Food Type B. Others were clever puns and riffs on animal lingo. The rest of the lines seemed like doggrel, and at the time I didn't really understand why the writer had even included them.

Until that point, I'd never been exposed to the full brain dump of a creative person, and while I could see which lines were pretty good, I was a bit stumped as to which would make the best ads.

The Proper Place for Procrastination

I've been putting off writing about procrastination for some time now. I thought I knew what I wanted to say, but now that the subject has rattled around my brain for so many days, I'm not quite so sure.

This is the curse of being an iterative design thinker—the longer you mull over solutions for a big problem, the more options you end up considering for the result. Possibilities shift and morph in your mind like taffy. Arguments and counter-arguments scrape and spark, misaligned gears in a house-sized machine that keeps chugging along no matter how hard you try to feed it another subject... unless you're dealing with a well-defined problem. Solutions can appear fully formed, like magic. These "rabbit out of the hat" moments seem like the norm in our community, but we are rarely clocked upside the head with a stellar idea, ten feet tall and luminous, just like the sign letting travelers know that you have arrived in Las Vegas.

Gigantic problems must be chipped away, slowly but surely, until the solution emerges from paring away excess. Opportunities come out of nowhere, but the ideas in our mind must be given form before they can be regarded as proper. Otherwise, we're just thinking some more.

The First Law of Design Dynamics

Much like the First Law of Thermodynamics, which expresses the conservation of energy between various states, my imagined First Law of Design Dynamics states: "We are unsolvable problems."

Or, to put it another way: Problems persist, and we are an expression of them.

The problems we face as human beings are wound together so tightly, they only improve or degrade over time against a man-made metric—they do not go away. We create them, we attempt to solve them, and those solutions are expressed through the lens of our humanity.

How to Throw a "Part with Your Art Party"

 

My wife and I were staring into our closet at a big bundle of framed photographs we'd accumulated over the past eight years.

"What are we going to do with all of these?" I said. It was unlikely we'd ever show them again or own a place large enough to accommodate them all. Wouldn't they look better in someone's home? At this point, would it make sense to just give them away?

"Let's throw a 'Part with Your Art Party,'" my wife said. Hence, a plan was hatched.

The Object-Verb Problem in Augmented Reality

I can see into the immediate future. It will consist of millions of people standing around looking at their phones. On their phone screens will be information regarding what they're looking at, and based on what verbs are provided to them, they will either be smiling in delight and pressing the appropriate button overlaid on reality, or cursing in great frustration, wishing doom upon the designers who tried to cram too much functionality into the next great augmented reality application.

While reading a recent article by Luke Wroblewski about the benefits of creating first-person interfaces, I had a realization that one of the most intriguing challenges we're going to have as interactive designers is dealing with verbs when designing first-person interfaces.

Do You Use Ideation Questions?

Don't try to chop down a difficult design problem with one swoop of your mental ax. Instead, chip the problem apart using ideation questions.

In their simplest form, ideation questions are restatements of issues that form the basis of a systemic problem. As an example, it would be difficult to attack the following challenge provided by a client: "We want you to improve the health care system." The problem, as it is currently stated, is much too wicked to approach with a measure of intelligence.

So, you'd start to try and approach that stated problem by breaking it down into questions. First, we'd restate the problem as, "What should we do to improve the heatlh care system?" Answering that question, from at least one angle, might be the broadly stated goal of your effort with your client. At this point, you can start to break that massive question down into a series of ideation questions that surface latent issues. How do people access health care services? Who provides those health care services? What people are not currently served by health care services? And so forth.

From here, the fun really begins. Select a key question out of those that you've written, then start to ideate around a key component of it as a tightly focused question. If we choose "How do people access health care services?" as our starting point, then we generate a series of questions that directly address the root cause of issues within it. "How can signing up for health care become easier?" "How can we more quickly admit people to emergency services?"

You can see how these focused questions speak to the initial challenge posed by the client, but have tangible outcomes. You could spend hours writing and answering questions when using this process, but the trick here is to be very selective in ideating against the questions that are most specific and most intriguing to you. The resulting ideas that emerge from your brainstorm will be more actionable as a result.

This approach may sound like common sense, but there is always a point in the design process where we begin to build our design execution off a set of baseline assumptions. Using ideation questions will force you to face assumptions buried in big, messy problems that we'd like to try and solve, but don't quite know where to begin.

And you can already see where this is helpful when you're working to frame the desired outcome of a client project, before you even begin...

Timeboxing for Creative Professionals

Being creative is a mind game.

No matter how much time you have for ideation, you can always come up with a good idea. It just takes extra time and energy to identify which of those ideas is the best one to pursue, then iterate on it to achieve some polish. This can be accomplished through the use of timeboxing. This is a technique that is regularly used in agile software development, but is also quite adaptable and useful for any creative professional to improve their speed to an idea.

Timeboxing is also excellent for defeating procrastinators. Most designers—myself included—ruminate subconsciously on a possible solution for days on end. This is a luxury of time that isn't feasible if you're working regularly to tight deadlines. And besides, most designers have trouble meeting their deadlines no matter how far off they twinkle in the distance.

So, what is timeboxing? And how can you use it on your next project?

How to Conduct Your First Client Call

The first fifteen minutes of conversation with a new client will often tell the story of your whole business relationship.

Just gauge the difference between these opening ripostes from two potential clients:

"Hello, my name is [REDACTED] and I'd like to see if your firm would be interested in taking part in an RFP for Big Fancy Technology Client's new website redesign."

"Hello, I was passed along your name by our mutual friend Lorrie. She said that you create amazing websites, and since we're looking to overhaul ours, I thought I'd give you a call."

In both cases, the budget and timeframe could be exactly the same. You just don't have any context yet for how the conversation will progress—except in how business and personal relationships are already being cued from their tone and assumptions.

So, how do you conduct your first client discussion to set yourself up for success?