Your First Clients Matter the Most

by Tracey Halvorsen on September 8, 2010

If you watch Derek Siver’s TED talk entitled “How to start a movement”, it becomes clear that the catalyst for a movement is the first fan.

This same theory applies to your clients. Your first clients take a big risk by being your first clients. They are willing to stick their neck out there and trust “x” with you, when nobody else has. I hope you thank them profusely, and celebrate them often. I also hope you do the same for others. When you see a small start up, or a girl or guy with a great idea, or a local movement that someone is trying to get started, be the first fan…or client.

Note: There may come a time when you have to leave your first clients behind, and they may not realize it’s you, not them. You’ve grown too large, changed services or focus, or are simply too busy to help them with their needs. The best way to let a good first client go, is to hand them off to another smaller freelancer or company who you know they can trust to give them the same quality of service that you did.

Remember, pay it forward and do unto others what your first clients did for you.

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Creating a Great Presentation

by Tracey Halvorsen on September 3, 2010

There are lots of good posts out there on how to give a great presentation, but how do you put a good one together? How do you take your audience on a ride with your content even as you are hula-hooping and doing all your other best saleswomany tricks to give it enthusiasm, conviction and clarity? Below is a breakdown of how I took what was sure to be a stinker of a presentation and turned it around.

I was preparing for a huge upcoming presentation, and I mean a big one! This would take our company to the next level, and I really really wanted it – it was fun, big budget, good client kinda juicy project and I wanted it bad. I had my slides, I made sure I covered the big picture elements from our proposal, and I took a look at it all and thought, “This is total shit”. My presentation was going to be boring, slow, labored and I would end up red faced, hands in pockets, sweating and wishing my hour was up within the first 5 minutes.

I could tell because I was bored just looking at it, why the hell would the client feel any different? So, I deleted that presentation and started over. I asked myself the following questions and came up with a presentation that was a million times better. Ask yourself what you would answer to these questions (I’ve included my answers so you can imagine how my slides shaped up) and then try making your next presentation about your answers and less about regurgitating factoids about how many awards you’ve won, how you execute the concept, relevant case studies blah de blah blah blech.

1. What is one of the most creatively inspiring things you ever saw in your life?
- Pictures of the cave paintings at Lascoux, France.

2. Why?
- Because humans have been using imagery to communicate for thousands of years and it’s beautiful to look at. It still tells its story.

3. What freaks you out?
- Outer space.

4. What amazes you?
- Language.

5. What excites you about your job?
- Problem solving.

6. What makes you special?
- I’m funny and use great metaphors to communicate concepts.

7. How do you make the magic happen?
- I mix process, fun, creativity, listening, problem solving and talent into a big bowl.

8. What scares you?
- Failure. But without it I’m doomed.

9. If you could invent a toy, what kind of toy would it be?
- Something that turned music I was listening to into a palette of oil paints and wherever my eyes moved marks would be created. Hey – it’s a dream, ok, not something I really could invent.

10. What is one thing that you are bad at?
- I can’t focus on details, or maybe I can’t stay focused for long enough to deal with the details.

11. What makes you mad at clients?
- When I see horrible sites and stupid marketing and dumbed down ideas catering to the lowest common denominator assuming that they are stupid.

12. What do you provide to your clients?
- Solutions that make them more honest, more organized, more respectful to their audiences, and more likely to succeed.

13. What is something you want everyone to know about you?
- I love dogs.

Now, I realize this is kind of random but trust me – start putting your presentations together from a different mindset, entertain your audience, tell them something they didn’t already know. After all, this work we do is as much about relationships as is it about the work, so let them get to know you – how you think, what your passions are, and let the great work follow.

Oh yeah – I use Keynote to put my presentations together and I love Flickr, Google Images and iStock for finding images to use. Remember, pictures can say a thousand words. Skip the bullet points – say it with pictures on screen and speak your points with your voice.

Got any amazing presentations you’ve given, or tips to get there? Do share. After all, I showed you mine ;)

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Making a Killer Portfolio

by Tracey Halvorsen on August 25, 2010

OK, so you’ve got all your amazing projects completed, your client list reads like a who’s who of desirable business and now it’s time to show off all your talent and hard work. Or, more realistically, you’ve got a few gems, a few that need to be in there because they show you can do certain things, and a few stinkers but for big name clients. And you also probably have some amazing looking work you did for friends, family or school, but it’s the kind of work that really shows what you got.

You may be getting a portfolio together to seek employment (I get lots of those sent to me) or you may be going out after new clients or already running an agency and redoing the website. Regardless we are usually all in the same boat. We are typically working with a mixed bag when it comes to creating a killer portfolio. So how do you do the best marketing with what you got? Here are a few suggestions.

  • Push your best work to the front, and remember less is more. We strive to do that on Fastspot’s home page with our project features.
  • Don’t count on thumbnails alone, many potential clients are looking for similar client “names” in your work – so include the client name along with the pretty looking thumbnail.
  • Make sure you can see it larger, and live (if it’s still living).
  • If you did the work at an agency, say so. Honesty shows you have integrity.
  • Try to look at the portfolio page like you’ve never seen it before and pay attention to where your eye moves. Then ask yourself, did your eye move to the projects you want to emphasize?
  • Don’t just show, but tell. More than pretty pictures, a portfolio should explain exactly what you did, or how you solved a client’s problem. No need to write a book, just provide some written context.
  • Consider adding a client list grouped by industry w/ links to the portfolio – as another way for users to get to your work. Not everyone is a fan of this approach (and it only accounts for about 5% of our traffic vs. the portfolio link which accounts for almost 20%) but I say, give users multiple ways to explore your work.
  • Edit, Edit, Edit! You will only look as good as your weakest portfolio piece.
  • Keep it timely. Don’t include work from 5 years ago, it sends the message that you aren’t doing much new work, or that you still think your older work is the best.
  • Make your portfolio as standards compliant, search engine optimized and user friendly as you claim to be able to deliver for clients. Your portfolio may be the first time a potential client is making judgments on your capabilities and talents. Practice what you preach in other words.
  • Have a personality. I see so many sterile looking portfolios, with mechanical and boring copy. Tell a story when you talk about past projects, share the good and the bad, the successes and even a failure here and there. No need to be an egomaniac or a martyr, just keep it real.
  • Make it as easy to navigate and look at as flipping through a book. After all, it’s a portfolio – its core purpose is to provide a vehicle for potential clients to look at your work and decide if they like what you do.

Here are a few links to portfolios I love browsing through. Got some of your own that you love? Is yours amazing? If so, post some links for us to check out and discuss.

Second Story – they have been impressing and inspiring me for ages. Nothing fancy, just clean, functional organization.
Hello Design – just lovely.
Big Spaceship – great features.
Things That Are Brown
Attik
Organic
Method
R/GA
HUGE

From Curt Kotula -
http://drxlr.com/projects/

From Calea Kevlin -
http://mikemcquade.com
http://www.foundationsix.com/
http://www.sofasurfer.eu/
http://thevisualclick.com/
http://duplos.org/
http://sarawhite.com/

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The Junkformation Age: The Internet Is Making Us Lazy

by Tracey Halvorsen on August 13, 2010

Is the abundance of information available to us thanks to the internet a valuable addition to our lives or is it making us lazy? Are we entering an era where laziness and “buzz worthy” data rules the day, versus critical thinking and scholarly debate? For example, I can sit at my desk, and rather than relying on my own creativity or problem solving skills, a quick search will show me thousands of options of how other people dealt with “x”. I need to know some fact, tidbit, or find an image that conveys my thoughts? A quick trip to Google will offer up a limitless bounty of options to sort through. Why stare at a blank canvas when I can sort through all these existing creations? Surely even if I need to come up with my own idea, one of these options will give me some direction, inspiration or launching pad! (Note – even this blog post was inspired by this very insightful post by Owen Shifflett titled “Consumption: How Inspiration Killed, Then Ate, Creativity.”

I no longer remember any phone numbers, they are all stored in my iPhone. In fact, I don’t need to remember any important bits of information because they are all recorded in my password protected iPhone app so I am never without them. Now that my mind is free of worrying about recalling that information, I also don’t need to worry about spelling. My software auto corrects for me as I type. Brilliant – now I can focus on only my ideas! Even with my ideas, I don’t really have to worry about thinking them out, outlining them, organizing them, finding references, rewriting anything – because it’s all going out at 140 characters or less on my Twitter feed, or being jotted down as notes for short blog posts in Evernote. Half the time it’s a Re-Tweet or Copy / Paste of someone else’s idea.

All this free time for my brain has resulted in a somewhat incessant need to feed it small bits of satisfying yet inconsequential data. I check my Facebook app first thing in the morning and last thing before bed. During television shows (which often have feeds of secondary information rolling across the bottom of the screen) I surf on my iPad, checking Twitter, email and occasionally clicking on a Zappos ad custom served up for me based on my searching tendencies. I’ve downloaded about 50 samples of ebooks, but can’t find the time to read them so I can find out if I want to buy the book.

I find an article interesting and as soon as I begin reading it, a link takes me off to another related article, or I think I need to Tweet this or email it to someone, or I decide I need music to really enjoy this article so I launch Pandora and then need to figure out which station to listen to. Then my email alerts me to a new potential client email (something I definitely should give my uninterrupted attention to). This email is for a website redesign so I instantly launch the current site, and do a search in Twitter for the client name to see if there’s any buzz. As I start to read through the email or the RFP, while scanning the website and the Twitter results, I think about another site I saw recently that was similar to the prospective client’s site so I pull that up in another tab. As I do this I get an instant message from a co-worker about lunch. LUNCH! I’m hungry! I pull up the restaurant’s website to pick something out, and figure this is a good time to check up on funny videos on YouTube.

I’ve noticed recently that I will find myself scanning my application icons (on my computer, iPhone or iPad) searching for another app, site, or feed to serve me something new. News? Check. Friends and family? Check. Weather? Check. Horoscope? Nah I’ll save that for later. Blogs? Sure – but which ones? Email? Check – every five minutes. I feel like a junkie for meaningless information. It’s a never ending stream and as I keep dipping into it to satisfy this craving, I feel my brain getting fat and lazy.

Perhaps my thyroid is out of whack? I should Google that. Ooooh – those symptoms do sound like me. Maybe I have Adult Attention Deficit Disorder? Let me read some recent studies. Wow I didn’t know Madonna had it too. And I didn’t know Madonna was doing another tour – maybe I should get tickets, I wonder how much they are? Darn – they aren’t available yet. Back to me. Maybe I had too much sugar for breakfast? Perhaps I need a vacation? A drink? A new car? Some new music? An evening out for a movie? Ooooh – I have the best app to see what’s playing nearby. And there I go again. You get the point. It reminds me of how I felt when I quit smoking. I would have these little “pings” that would go off, when my body wanted its next dose of nicotine. I suspect I have now become addicted to small doses of somewhat inconsequential or trivial information. These bits of data often make me feel good, like seeing pictures of my family and friends, or laughing at a funny blooper, but they really don’t serve much more than a momentary dose of entertainment or amusement.

So how do we correct this cultural transformation that is affecting so many of us, turning us into a society with limited attention spans and a constant craving for high impact, easily digestible, worthless bits of information? Have we become a society of not only fast food consumers but fast information consumers as well? What happens when we need to sit down and focus? Solve problems never dealt with before? Communicate about challenging issues that require more than 140 characters? What if Lindsay Lohan getting out of jail was not breaking news on CNN?

I don’t have the answers, but I do see the problems, and I see and feel them clearly in myself. I will admit I’m trying to force myself to only focus on one thing at a time, for more than just a few minutes, but it is challenging. I even find having long involved conversations with people less likely than they once were. I am more than concerned about what is happening to me, and to others. And what about children growing up surrounded by it? I remember a time when critical thinking, problem solving, writing skills, debate – it was a very important part of my education process. But what about today’s 15 year old? Do they even know what they are missing?

Now don’t get me wrong, I think the Internet has provided a lot of benefits, heck it’s provided me with a job, and I agree with much of what Clay Shirky sets out to prove in his recent book Cognitive Surplus, that all this time on our hands can be collected and used for good, a worthy example being wikipedia.
But honestly, how long will the integrity of things like wikipedia hold up if we continue to degrade the academic basis and focus of our society with this constant bombardment of distraction and junk?

I fear we will all end up like the fat human blobs portrayed in Wall-E or the people depicted in Idiocracy. How quickly do we forget about disasters like Katrina or corporate crimes like the recent BP spill? Why do we get so bored listening to educated people discuss relevant topics and switch instead to biased one-sided newscasters intent on doing nothing but creating animosity? How easily we have rolled over and accepted a war in Iraq completely based on WMDs and yet, no WMD existed? Were those things so easily to forget about or overlook because it felt so much better and easier to look at this lady falling out of a grape crushing barrel or these people talking about leprechauns? I suppose it’s more fun to laugh than to debate, research or worry.

However, with all these streams turned on full blast with all these opinions, shows, videos, blogs, reports, footage, tweets, commentaries, etc. where does it stop and where does valuable discourse occur? It’s up to us to fight against this barrage of junkformation and keep our minds fit, healthy and happy. I’m starting by trying to read more books vs. blog posts, read scholars vs. pop-academics, have healthy debate with my friends and family and make a concerted effort to “tune out” and “turn off” the junk streams that feed my habit. I am hoping in their absence some original and interesting thoughts, ideas or creations of my own just might emerge – we will see.

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Sell What You Are Already Selling

by Tracey Halvorsen on August 6, 2010

Client calls and says – “So, Yeah – we really want some e-commerce on our site to sell some stuff. I figure we just have to have it, you know, to be up to date. That’s why we want to sell the chotchtkies in the chotchkie store online, cause we’re pretty sure people might buy some of them sometime. Oh wait, so the e-commerce will cost me x and then x every month? Huh, well shucks, guess we are gonna lose money on having a system to make money. Oh well, everyone else is doing it so I suppose we have to as well. Bummer.”

Wrong. Everyone thinks you need to have e-commerce on your site selling “things”, when what you are really able to sell may be much more attractive to your audience. For example, do you sell tickets to events? Let attendees pay online to register. You are probably already used to marketing for events, so now this marketing effort can drive people to your site and increase your revenue. Everyone loves the convenience of online registration, and chances are you will sell more online spots than people who actually shows up – talk about good margins compared to if you just collected payment at the door!

Do you accept donations? For the love of all things e-commerce, let people give you money online, especially on Dec. 31st at 11:00 p.m. Offer packages, give thanks, publish their name in a bold type face, but make sure they can easily send money from their bank to yours!

Leverage what you are already doing to increase your revenue.

How about intellectual property? Yeah – you. Are you writing reports? Collecting data? Publishing internal documents that your members, community or the media would be willing to pay for to have access to? Let them pay online to download this intellectual property. Again, chances are you already have a built in process for marketing this type of “merchandise” internally, just tell a wider audience and let them decide if they want to pay.

My point is that sometimes setting up a store to sell the stuff you think you should sell (stuff that sits on shelves in some kind of store) is actually the hardest stuff to sell online because you don’t have a system in place already for marketing this stuff. Compared to tickets for events, donations, white papers, etc. – these are things you are used to marketing for. Here is where you can actually leverage e-commerce to increase your revenue without taxing your internal structure with more work.

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Confidence or Stupidity?

by Tracey Halvorsen on August 4, 2010

I have noticed recently that in certain situations I am presented with someone who is clearly wrong, but has the kind of confidence normally reserved for brain surgeons. Not only do they exhibit extreme confidence regarding an issue they either know nothing about or are coming at from the wrong direction, but they seem predisposed to criticize and complain from such a lofty perch of righteousness that I am rendered defenseless from pure shock. What is going on?

I have read several bits of news lately, and if you combine them I think you begin to see a problem, and a reason for all this arrogance, criticism and supreme confidence in matters clearly beyond the critic’s mental capacity.

The first bit of insight was a study now being called the Dunning-Kruger effect, where the dumb get confident and the intelligent get doubtful. The introduction to this “effect” via a real life story goes like this:

Daniel Keogh: Pittsburgh, Pennsylvania, 1995. A local man, McArthur Wheeler, walks into two banks in the middle of the day and robs them both at gunpoint. Making away with the cash, he is arrested later that evening. Back at the station police sit him down and show him footage from the banks’ security cameras. Wheeler can’t believe it, the cameras had somehow seen through his disguise. He was seen mumbling to himself, ‘But I wore the juice.’ His was no ordinary disguise; no balaclava, mask or elaborate makeup, just lemon juice, liberally applied to the face. He was certain that the squirt of citrus would render him invisible to security cameras.

This story of supreme overconfidence despite the fact that the perpetrator was clearly incompetent provides a window into an interesting physiological area within which Kruger and Dunning (on behalf of Cornell University) shone their observational flashlights in 1999 resulting in a research paper titled ‘Unskilled and Unaware of it: How difficulties in recognizing one’s own incompetence lead to inflated self-assessment’.

So, point #1. Stupid people believe they are correct, even in the face of obvious information to the contrary.

Bertrand Russell once said, ‘In the modern world the stupid are cocksure while the intelligent are full of doubt.’ From his essay ‘The Triumph of Stupidity’, published in 1933.

Next, I was shocked as I watched the trailer for “Waiting for Superman” to learn that even as American school children trail miserably in Science and Math scores (compared to the 30 or so other industrialized countries), we did score #1 in one trait. What could it be? Art? Creativity? English? Nope. American children scored #1 in “Confidence”. Now at first you might like the sound of that, but step back and think about it. Why are they all so confident even as they trail at the rear of the pack in the other scores? Does this reflect the Dunning-Kruger effect? Point #2 is served.

Lastly, we now have a culture who is expecting to have a voice on any matter of things, from voting on the next pop superstar to posting videos on YouTube if they are pulled over by the police for speeding (shortly before they file a lawsuit). These actions seem to be accompanied by a silent raised middle finger implying “I can publish this, I have a voice, so you better watch out!” Are we dealing with a backlash of Americans who felt disenfranchised and unable to have an effect for too many years? Is the recent wave of social media giving the underserved a megaphone to finally air their grievances? Or are we dealing with declining intelligence levels which promote overconfidence? Point #3 to add to the mix.

Charles Darwin once said, ‘Ignorance more frequently begets confidence than knowledge.’

I have certainly experienced the benefit of having the wherewithal to stop in the midst of a crisis or stressful situation, and ensure I am looking at things from all available perspectives. Rather than rush forward screaming and cursing because something goes against what I believe, I tend to stop and leave the door of self doubt open, if for no other reason than to assure myself I have done my due diligence. Once all angles have been considered, I proceed with my decided upon course. This is the kind of analytical thinking we are (or perhaps were) taught in math, and most definitely in science. Science has control groups for a reason, it provides the counter balance to the test group.

It seems to me we have lost our appreciation for the “control group” and as a society we prefer to act like ignorant children who are supremely overconfident (or spoiled) and would rather throw rocks at everything that doesn’t reflect back the image we expect to see. It’s very easy to do this, you don’t have to open your mind, consider options, contemplate the fact you might be wrong. You just have to start bitching.

The Dunning-Kruger effect article makes this very important point:

At its extreme it lets charming and charismatic yet completely incompetent people to rise to the top and often end up being in charge.

So, how do you deal with this phenomenon when you are presented with it? According to Dunning and Kruger, grabbing these people, shaking them by their shoulders and screaming “idiots” at them won’t do you any good. The only solution is education, as only education can provide tools to greater competence. Unfortunately this paints a grim picture for those of us dealing with people who have long since graduated from the education system (or simply left it). Got any ideas or tips? Do you see this happening or is it just me? Am I completely off base here? Leave me a comment, I’m dying to know what you all think on this one!

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If You’re Confused, Chances Are Everybody Else Is, Too.

by Tracey Halvorsen on July 30, 2010

If you have a new idea—a design, an interface, an app, a product—and you start shopping that whatever it is around, pay close attention to people’s reactions. The reason why we sometimes find user testing a necessary and valuable process is because often we have become too familiar with that on which we are working; we can no longer see it from a first-time user’s perspective. You’ve probably experienced something similar when you just kind of let your hair style go a little too long without a cut or color or you put on 10 lbs before you realize it; you don’t see the changes happening because they occur ever so slightly, day by day, until you hopefully realize it and do something about it.

We don’t want to get to the end of a design or production job and realize we were completely off track.

We constantly have people unfamiliar with a project taking a look. We make sure to ask people who aren’t invested in liking it, those who won’t worry about offending if they say, “Ummm—I don’t get it.”

No one likes opening up a process for that potential “I don’t get it” reaction, but it’s absolutely necessary.

An inevitable part of this process goes something like this:

Creative Director or Project Manager: Hey, you, person who has never seen this before, if you were looking to go to college here what would be the first thing you would want to click on?

Person: This is a college Website?

Creative Director or Project Manager: Houston, we have a problem.

Designer: WTF? WTF? Why are you even asking “person”? They don’t know sh*t about design.

Creative Director or Project Manager: Well, person kind of has a point, if you think about it; it kind of does look like a shopping site.

Designer: It only looks like a shopping site to blind idiots.

Creative Director or Project Manager: Let’s ask person #2.

Person #2: I love the shots of the product. Is this a shopping site?

Designer: I hate you.

Creative Director or Project Manager: Okay! It’s only 11 a.m., but we are scheduling a happy hour for lunch. Let’s go!

Three hours later, the designer has calmed down and repaired his or her bruised ego and, realizing this is a battle not to be won by declaring others blind, is now seeing the missteps and figuring out how to change course.

The lesson here? Don’t ignore anyone’s confusion at that with which you are presenting them. You can avoid the situation altogether by learning to trust your own inner voice. It might be hinting at you earlier in the process. ‘Cause chances are, if you’re confused, everyone else is, too.

Disclaimer: If the photo is of your mother or father, or grandmother or grandfather, or any other relative or friend, no offense intended. I came across it on the interwebs here, and quite simply, I was confused.

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Getting the Right Clients

by Tracey Halvorsen on July 28, 2010

The Right Clients

Getting the right clients is about as important as it gets when you are talking long term success of an agency, and long term happiness of the people at the agency.

For example, we here at Fastspot don’t believe in putting together excessively long and redundant project documentation during our Discovery phase, chock full of boiler plate information describing the purpose of a wireframe. We expect our clients to either know the importance of a wireframe, or be happy with our explanation of its importance in the process.

Why write a 50 page document when you can have a conversation? Well, some clients expect it, and more importantly, some clients’ bosses expect them to deliver these types of things. This is an example of a client we would most likely determine is not right for us, nor us right for them. This is just one small example in a pool of many.

Learning how to sense when a client is a good match or not takes skills much akin to a matchmaker.

There are tiny innuendos and clues which begin from the moment contact is made, and you must pay attention to these clues to end up with a successful match. Hopefully, the client is doing the same, but chances are you are maybe one of only a handful of agencies they have interacted with over the years, whereas YOU have been playing ping pong matchmaker with clients since day one.

Here are a few things I look for when trying to find the right client:

1. Do they understand what they are asking for?

2. Do they acknowledge scope and timelines right up front?

3. Am I dealing with a stakeholder in the project or a gatekeeper?

4. Are they willing to engage with me on a slightly personal level, where I can infer they have contacted Fastspot because they truly want us to be their agency?

5. Are they asking us to do things we clearly don’t do or say we do? (Ex. print work)

6. Are they asking for things in a realistic format and within a realistic timeline?

7. Do they seem nice? I hate working for mean people.

8. Are they looking for an set of deliverables that matches the level of quality, purpose and intention that my team creates?

9. Are they willing to make themselves available to me or my team to get questions answered? (This initial meeting or call can go far in determining if you are a good potential match for each other.)

10. Do they “get it”? And by “get it”, I mean, well – you know, “get it”. The “it” is probably different for every company.

How do you determine if a client is right for you? Have you ever missed a critical clue and ended up in a project that feels like your life is slowly being sucked out of you? If so, do tell!

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Less is Best

by Tracey Halvorsen on July 26, 2010

Gears of War...or Over Complication

If you want, you can make the simplest task the most complicated waste of time imaginable with almost a guaranteed outcome of non-completion. Now why on earth would we choose to do this? Well, there are a few reasons we tend to do this, and hopefully by identifying them early, you can avoid them and keep it simple. Remember, doing less things perfectly is better than doing more things in a half-assed manner.

“If you are never really done with it, you can never be held accountable for things that don’t work.”

1. By over-complicating the task, you avoid having to “hand it off”, where it now becomes something out of your control. (Control freaks – this one was for you.)

2. By continuing to noodle with a task or adding complexity, you can avoid having to ever find out if you did it right or not. This is a typical “fear of failure” behavior.

3. You think if it’s not complicated, it has less value, therefor you will be seen as less impressive or successful. We all know people like this.

4. You presume to know what the client or manager will say in response to your completed task (be it a statement of work, a design change, or an initial presentation), so you start trying to answer all the hypothetical responses before you ever get the dialog started. This is often a symptom of control freaks or insecurity.

5. You over-complicate because you can’t back your mind out of where you are in the task. You can no longer see it from a big picture perspective (or even a different perspective) so you get stuck trying to find solutions which all require a high level of complexity due to the fact that you are so immersed in the task or process. The only way to avoid this is to ensure you are getting team feedback and input at critical stages of your process.

6. You don’t want to say goodbye. Once you finish something, it’s truly up for critique, criticism and additional input. If you are never really done with it, you can never really be held accountable for things that don’t work, and you convince yourself that even though you can’t complete it, one day it will prove valuable to something else. This is the hoarder behavior.

So, do any of these behaviors describe you? Have you found ways to avoid over-complication? How do you help others follow the path of least resistance? I’m sure I missed some, so tell us – how else do we manage to over-complicate what could be simple? And why?

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Why RFPs Don’t Work (for the client OR the agency)

by Tracey Halvorsen on July 21, 2010

If you are getting ready to embark on a large Website project, or any project for that matter, you probably have some companies in mind whose work you admire. You also have probably short-listed these companies because they are experts in their field. These companies know more than you do about this process, and you are admiring of their work because this level of expertise and know-how clearly shows.

So, why on earth would you send them a 50+ page document, asking for time consuming and meaningless tasks to be performed like financial audits, staff resumes, exact response formats following your outline and 10 printed and bound copies making every environmentally conscious member of that company cringe at your insensitivity? Note: I realize the paper copy request may only offend those of us working exclusively in the digital realm.

Why would you force these companies you admire to answer pointless questions which hint at a misguided pretense that you know more about this soon to be embarked upon process than the company you are requesting a proposal from does?

Why wouldn’t you reach out, have a discussion, and then ask that company what the best next steps would be in order to get a proposal?

I don’t presume you should know the first thing about how to develop a successful Website project, after all, that’s why you are sending me the RFP in the first place correct? I am also much too busy to be anything more than annoyed at your RFP if it asks me to jump through multiple hoops and provide meaningless data. Why would you ask me to waste my time and my firm’s time doing counter productive things which will tell you little about us, our process, or what we would create for you, in response to a document which tells me very little about you?

And worst of all, how could you think these canned, dry, worried over and b.s. riddled proposals you might get back will truly help you make an educated decision?

To me – it’s a prime example of waste begetting waste. If you tossed the stupid RFP in the can and just got in touch, you actually might connect with the perfect agency for your needs. Then again, I’ve been called an optimist and told I should never seek employment in the government sector.

Post Rant Note – Yes I do realize some public institutions and organizations are required to follow a strict process to ensure fairness in the procurement process. But my point is that even within that sterile process, it’s pretty easy to let an agency know why you want them to give you a proposal, and make that extra effort to connect. If you don’t, people like me assume you are simply sending us the RFP to fulfill an internal requirement to solicit a certain number of responses, which people like me find quite annoying.

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