One of the kickoff panels for SXSWi this year was run by Paul Boag, Creative Director of Headscape, a web agency based in England. The objective of his panel was not, as many thought, to make the design phase of a project pain free for designers, but to make it an easy, pleasing process for clients.
Boag noted that as designers, we sometimes fall into the trap of being defensive during the design process. He suggested the following collaborative techniques for ensuring a pain free experience for clients, and developers alike.
Six Tips for Pain Free Design Signoff
- Ensure the client understands their role in the project. Starting with the kickoff meeting, reiterate that the client's job is to find problems, not solutions.
- Have a strong methodology and instill confidence in the project by making sure your development process is clearly outlined to the client.
- Include the client often and early so that they feel engaged in the progress and development of the project.
- Educate your client about design decisions. Explain and justify your final decisions so the client will be confident and able to explain changes to other stakeholders or superiors.
- Ask for specific kinds of feedback from the client. Target your questions so that you and the client can finish strong. Focus on the end result: “Will users like this?” “Does this fulfill our original design objectives?”
- Avoid saying “no” during the process. Be open to discussing and negotiating prospective changes.
Over the years we’ve learned to adopt many of the principles Boag discussed. Involving our clients as team members during the design phase has eliminated the element of “surprise” that often comes from designing an entire website internally, then releasing it to the client in one single chunk. We also see it as our duty to keep our clients involved, as a measure of good customer service, allowing team work and “buy in” at important design phases.