Designing Better Proposal Price Tags

Not long I was talking to a project manager who was writing her first request for proposal, explaining the common wisdom on budget disclosure: “You’ll want to give them a ballpark idea of what your budget is without telling them your actual budget; agencies will sometimes configure the work to take all the money on the table.

But as I, with fresh eyes, watch her go through the proposal process, I do wonder if simply telling the agencies the budget wouldn’t be such a bad idea. Floating this idea on Twitter sparked these replies, mostly from peeps on the agency side:

“I always make them tell me the budget. If they can’t then I don’t send a proposal. That’s my tough love policy. Very few balk. I [tell them] we could propose $1M site, but its best that I know what the constraints are. 99% find it helpful.”

“It would certainly decrease wasted effort.”

“Absolutely! It would eliminate spinning our wheels too. Why waste the time proposing something they can’t afford?”

“I’ve worked at agencies where we lost jobs because we proposed too large a project. This could have solved it.”

“Agree…”

Money is a great constraint for spurring creativity. And if the same budget were disclosed to all agencies, the client can still compare the relative value of each proposal. The only drawback I can think of is if the budget is far out of alignment with the work requested, and if this is the case the client should be working with an expert outside resource to craft the RFP anyway.

(I’ll add this is specific to RFP situations. I still agree with the usual consultative selling advice to not talk about price until the very end of the sales process.)

Designing Lower Legal Fees

So we all know that at the heart of creativity lie constraints. And one constraint I love is money.

I thought of this today as I read about a friend’s company who spent “tens of thousands of dollars” on legal fees just for their domain name. Maybe that was money well spent, but from personal experience I know legal fees are one of those line items that is almost always expensive, difficult to predict, and difficult to control once set in motion. For a start-up, this problem can be turned around into a creativity driver to say, “Here’s how much similar companies say they wished they had spent on legal fees. We’re going to stick to that. Let’s figure out how.

Note that this is different than merely setting a limit on how much to spend. A simple cap could still allow for business-as-usual behavior that doesn’t generate any new solutions: “we did what we usually do until we ran out of money.

A real design approach would involve experimentation.

With prototypes for solving legal problems.

Working with lawyers.

Measuring the costs of iteration and the opportunity costs.

I haven’t heard about anyone doing this yet; it’s one of those ripe areas for true business design innovation.

Social Media as a Product Testing Audience (e.g. for Motrin)

To catch you up, Motrin posted the below ad and people, particularly baby-carrying mothers, were so offended that the makers of Motrin pulled the ad.

Many of the offended people (“Motrin Moms” there were dubbed) were on Twitter, as well as blogs and YouTube. As a result, marketers are starting to get scared of social media, just as social media is taking off as a legitimate communications approach.

But another way of looking at it is, better the Motrin ad underwent a social media firestorm than a mass media firestorm.

Interview With Me Discussing Tangible Futures

Stuart Candy, researcher at the Hawaii Research Center for Futures Studies and research fellow of The Long Now Foundation, asked me a few questions about tangible futures and published the interview on his blog. While I’m more focused on near-term concept design these days, it was helpful for me to reflect on why and how I was originally drawn to the practice…

…So we started to consider this problem through the lens of our design experience, asking, “How can we help managers experience futures and strategy so that it can more substantially be understood, shared, and acted on?” The working definition became: Tangible Futures are the output of applying design-fueled disciplines like visualization, drama, and film to represent futures and strategies.

Finally, The Iraq War Ends

Iraq War Ends

…not really, unfortunately. But that was the headline on a “special edition” of the “New York Times” today. The credibility was in question from the start, as the paper was handed out free at the subway which is never the case with the Times. The production is quite accurate, but a quick glance at the date reveals July 4, 2009.

I love it as a clear example of a tangible future. But the editorial is so far to the left that we’re not really fooled. Only those that already hold these positions will think, “Yes! This is what we could create by July of next year!” So essentially, it’s propaganda. Personally I would have liked to see an editorial stance much closer to reality but with enough difference to be inspirational. (Just for the record, I’m fairly progressive socially, and excited about the results of the elections.)

Of course, we’re talking about the future, so I could be completely wrong about what happens.

A New Service: Future Practice Webinars

We’re pleased as punch to partner with our good friend Lou Rosenfeld at Rosenfeld Media to offer you Future Practice Webinars. Our first two events are Modern Web Form Design with Luke Wroblewski and Using Mental Models for Tactics and Strategy with Indi Young.

When we created them we wanted to accomplish two things:

  1. Provide a forum for advanced practitioners in the field of user experience design to share with us their best thinking on topics that have immediate practical value and to show us where the practice is going in the long-term to help us prepare. Hence the series title, Future Practice
  2. Enable practitioners like yourself to benefit from this education at a lower price than in-person seminars and conferences, without having to travel and emit all that nasty carbon.

For more information and registration, go to the Rosenfeld Media webinar page. For 20% off, use discount code NBSWBNR

Did You Know Brainstorming Is 70 Years Old?

That’s right, Alex Osborn started popularizing brainstorming in the late 1930’s. It’s a classic tool I still use, but I have to wonder if there’s something better.

Brainstorming is simple, and I would bet this simplicity is the key to its popularity. Yet even the basic rules that Osborn set out aren’t very common. Brainstorming is too often reduced to sitting around a conference table discussing a topic rather than storming an objective.

I tried a little experiment with my Business & Design students tonight, introducing them to three different idea generation tools: brainstorming, “yes, and…,” and question the brief. Brainstorming and Yes, and… were slow and stiff. Part of this is probably due to my skill as a facilitator, but I also think these tools require some experience to use proficiently. I liken it to building muscles; it takes some time doing it to see results.

Question the brief, on the other hand, more easily generated plenty of usable ideas, and there were even some explicit comments preferring this method, so that we returned to it. My theory is that it’s simple enough to remember but has just enough structure to produce specific kinds of ideas. That’s a balance I’m going to seek with my other concept design tools.

question.the.brief

See also my concept design page at Smart Experience.

Spontaneous Interaction Design Group Work Styles

There was a New York City IxDA event at Roundarch last night that challenged 10 teams of designers to invent the portable electronic ink magic paper of the future. In addition to the usual functional stuff, fun ideas emerged like using it as a yoga mat, a DDR mat, or modules that could be connected together to make various sizes.

There wasn’t enough time to do a lot of critique of the designs, but it was fascinating to see how each group of 3-4 people self-organized. One group compared their process to speed chess — each person took a short time to iterate on the design and then ‘hit the clock’ passing the baton to the next person. Two groups talked about working together to define the problem and environment, then working independently on separate tasks. One of these groups actually moved apart physically.

The composition of the groups of course was pivotal. One father of a 3-year old was inspired by his son’s toys. A business analyst on another team ensured specific requirements were achieved.

And the methods varied too. Most accepted the advice in the brief to prescribe and describe scenarios, but others just picked a strong theme like “magic” and riffed on this pleasingly, having the device learn your gestures and automatically load images from a camera. It was a great reminder to me that the questions you ask determine the conclusions you reach.

How Can I Be More Strategic?

Designers often ask this question. Sometimes I think the question arises from a genuine desire to be doing something else which is more strategic in nature, and sometimes I think what is being asked is, how can I convince or influence others to do things my way?

The answer might be the same or it might not. I’ve started to keep track of the answers I hear to shed some light here.

  1. Change your title, brand identity, clothing, etc. in order to change perceptions of what you offer.
  2. Charge more money so that only the people who have real strategic influence can afford you.
  3. Bootstrap your way into different work.
  4. Be strategic. In Porter’s definition, strategic is long-term planning. Avail yourself of strategic tools both simple (e.g. roadmaps) and complex (futures analysis and design).
  5. Illustrate the strategic implications of seemingly tactical efforts. If strategic = long-term, show the long-term effects.
  6. Be more thoughtful, for example go beyond providing expertise to providing decision-making frameworks.
  7. Educate yourself. Strategy may be harder than finance, operations, and other business topics. Take the time to learn what strategists really do.
  8. Don’t be strategic in the usual sense. Instead, elevate your craft and expand its boundaries. See the influence and flexibility of a breakout designer like Joshua Davis.

What else have you heard?

Published
Categorized as Strategy

Three Resources for Learning Web Analytics from Marko Hurst

A friend is contracting with a design firm for work that will include web analytics, so I asked my colleague and expert Marko Hurst for resources that would provide a gentle introduction, mostly from a marketing perspective. He recommends:

  1. Web Analytics DemystifiedA bit more technical, but not a tech book geared for someone who wants to learn analytics
  2. Call To ActionGood mix of marketing & analytics
  3. Waiting For Your Cat To BarkMore of a marketing first, then analytics, but a fantastic read that everyone should read regardless. Introduces Persuasion Architecture, very cool stuff.

btw, congratulations to Marko and Lou Rosenfeld who are teaming up to write the Search Analytics book.

Published
Categorized as Writing

New Article on Concept Design Tools

The nice folks at Digital Web Magazine published my new article on Concept Design Tools. It’s already received some nice reviews in the Twitterverse…

For those of you who haven’t seen Victor Lombardi’s new article on concept design tools, it’s a must read…

…it’s brilliant stuff and super accessible. It’s great to see solid thinking around the topic. There isn’t enough of it.

…great article on concept design!!!!

Here’s some reactions from bloggers I keep hearing over and over, confirming why I think this topic is important for digital designers. Steven Clark asks, Where is the breadth of our design?

where is our design process preceding the implementation phase? The moment we receive the brief we’re practically falling over ourselves to push forward, and implementation seems to go on at the same time that we’re figuring out what the product should do. This is as applicable to web solutions as to applications, we jump in boots and all with predetermined assumptions.

And Martin Belam writes

One strong theme that came out of it for me personally though was that, unlike industrial designers, when we make web applications and sites we tend to rush to wireframes and ‘colouring in’ before we have explored multiple potential solutions. Victor’s championing of questioning the brief looked like a good way to try and break out of that vice.

Since writing it I’ve already discovered similar work that’s been done over the past several decades. My approach is different in that the tools are simple and fast enough for any designer to use without having to learn a lot about method, but I will be spending some time with the masters to learn how I can climb onto their shoulders.

selective memory design concept tool

Thoughts on the Euro Information Architecture Summit 2008

I’m just back from the Euro IA Summit held in Amsterdam, September 26-27th. Overall it was a good event with many warm, interesting people in attendance. I was considering attending PICNIC as well but as I heard it was “very corporate… lots of white men with PowerPoint” I spent my time with the city instead. Hearing a speech is slightly better than reading it or watching it online, but only slightly.

The Summit kicked off with a talk from Adam Greenfield called “Why I’m Not an Information Architect and You Shouldn’t Be Either.” Where the community used to be filled with electricity — taking on great new challenges — he lamented it’s now focused on creating wireframes for websites. This doesn’t feel like the field that will create Bruce Sterling’s Spimes. Adam’s focus lately has been Ubicomp, and he talked about how “power and grandeur lie beneath the user interface, in the API” and that “IT has dissolved into behavior” like the swipe of an RFID-enabled train card.

There’s a lot to react to there. I agree the field is not nearly as exciting as it was seven years ago, and this state makes a lot of us that are comfortable with innovation wonder what communities we should mix in and what IA should be (see Matt Milan’s thoughts for another perspective). At the moment I’m trying to pull back and see information architecture as a new but somewhat established field. Invention used to be necessary of everyone, but now it’s only needed from a few. Compare it to an established field like electrical engineering. At the beginning there was a lot invention, but now we know enough to simply do it. Today, some engineers continue to push the envelope with the design of microprocessors while others specify the wiring in the next model of speaker phone. I would expect IA to settle into the same spread.

Ruud Ruissaard of Informaat discussed the current state of content management which can be summarized by satisfaction rates around 37%. He advocated for a more holistic approach to address systems and processes and management. I have to think CMS will go the way of portals, with everyone realizing there’s a lack of flexibility in large installed systems. Instead, let’s move content to the cloud and pull it out with flexible APIs.

Small Project Management Things I Want to Remember to Do For Every Project

  1. Keep status meetings to .5 hour, but do them every week
  2. Establish a natural way for the team to share what everyone is doing — eating together, or tasks we all do together — while protecting personal time to think and work individually
  3. Set up a team mailing list and liberally copy everyone on everything; make it easy to filter
  4. Have one place for everyone to go to see what is the next action
  5. Folders to set up
  6. – 1. Discover
    – 2. Define
    – 3. Design
    – 4. Develop
    – 5. Deploy

    – archive
    – assets
    – financial
    – project management
    — agendas
    — status reports
    — proposals & SOWs

  7. For important meetings, supply each member of the team with
  8. – explicitly stated objectives
    – the agenda
    – a list of attendees and their roles
    – maps and necessary logistics
    – a list of tasks needed to prep for the meeting

Published
Categorized as Process

No-Click is the New Click

I’m bummed I’ll miss Dan Saffer’s talk tonight on Tap is the New Click (though happy I’ll finally get to try Five Points as I take a client out to dinner).

But on that topic, I just came across some examples of interaction design that do away with the click altogether. It’s radical enough to require serious re-learning for most people, but a significant enough time-saver that some of these gestures will inevitably catch on.

http://www.dontclick.it/ is a fantastic experiment in click-less browser-based interaction

And there’s three similar concepts for swipe-based text entry out now:

Swype

Shapewriter

SlideIT

Four New Business and Design Classes at Smart Experience

You need a great design to please your customers, and a great business model to pay for the design, so we’re offering classes on both topics to help user experience practitioners, managers, and entrepreneurs thrive in New York City.

For 10% off any class, enter the code NBS when registering. If you plan to attend with friends or colleagues, contact me for a bigger discount: victor (at) smartexperience.org.