Posts Tagged ‘workflow’

Monday, June 7th, 2010

Tips for Preparing for Scope Creep

by Sasha Ayloush

Often deadlines loom over our heads, so the pressure is on to get a project completed. However, if you take the time to determine all aspects of the project at hand, you will inevitably save time and of course money. Brainstorm ideas, devise a plan and determine the desired outcome. Keep in mind every revision costs money!Scope Creep Poster

While this concept is straightforward, unfortunately new ideas, collaborators and goals often change the course and timing of the project. Behind the scenes, we refer to this as scope creep. Scope creep refers to unaccounted-for changes in a project’s original scope. This phenomenon can occur when the scope of a project is not properly defined, documented, or controlled. A few hours here and there – next thing you know, 20 hours have been tacked on.

Here are a few strategies for thoroughly planning and defining a project that solve for some of scope creep’s favorite weak spots:

  • Creative brief: A creative brief is a document used to develop creative deliverables: visual design, copy, advertising, web sites, etc. Make sure the creative brief is completed before the work begins – especially in advance of copy writing or design. Be sure to review it over the phone or in-person with your client to ensure that all questions are addressed. Check out this workshop from the people at Dare for more information on developing a solid creative brief.
  • Role playing: Imagine you are the target audience. What happens next? What information is important? What is left to be desired? Have a colleague that hasn’t worked on the project evaluate it. Make sure that you’re communicating what you intended.
  • Call to action (CTA): Determine what you want the audience to do and how you will measure success. Once the audience has reacted according to your CTA, what happens next? Are statistics and metrics needed? Do you want to capture email addresses for an opt-in?
  • Q&A: As always, don’t be afraid to ask questions during the planning process. The key from an agency perspective is to provide an insightful question that gets your client thinking. Instead of “What color do you like?” say “Blue is calming and red is action-oriented. What emotion do we want to communicate through our color scheme?” The client will take the time to think through the various options instead of going with a gut reaction that might be second-guessed in the next round of revisions.

While scope creep is inevitable for almost every project, there are steps you can integrate into your workflow that will lessen the blow. Expect that the scope will change and make sure you address this with your client. Some clients may want to pay for these changes as they go in the form of a change order, and others may want you to include room for revisions in the original estimate. If you go with the latter, make sure you clearly define the terms of the revisions that are covered in the original contract.

Tuesday, May 25th, 2010

Gmail – a Better Solution than an Email Client?

by Tony Kay

So you have joined the throngs of businesses moving over to IMAP Google Apps or Gmail. Which now begs the question, do you use the Gmail web interface or do you use an email client? I recently experimented with Gmail to determine if it would solve some interface consistency problems I was having with Apple mail (a client solution).

Key highlights of Gmail

  • •  Consistency – Whatever computer I’m on, the status of my email is the same as when I left it. If I have read an email on any computer, it shows up as read the next time I access my email or mobile device. This feature has saved me a tremendous amount of time. Apple mail lacks this level of consistency.
  • •  Grouping of emails with the same subject line – I frequently will go back and forth with a colleague on one subject. In Apple mail (and most other mail clients), each email is a separate line item. In Gmail, all my emails get grouped in a single line item. So when I want to go back in time, I just need to find the subject and the whole email chain is in one place.
  • •  Multiple labels instead of single folders – Apple mail only allows me to put an email in a single folder. Gmail uses labels instead of folders. I can assign multiple labels to an email and then search any combination of labels to only see those emails that I’m really interested in.
  • •  My inbox stays cleaner – Using filters and labels, I can designate select emails to be automatically filed without passing through my inbox. Google’s powerful search capabilities allow me to access multiple labels simultaneously, eliminating my fear of filing emails where I can’t find them. In Apple mail, if I did not remember which folder an email was in, I would not be able to access it.

Multiple Gmail labels and 10 grouped emails in one line.

Like any email solution, Google mail has room for improvement. I would like to see a more user-friendly interface and a more visually differentiated navigation system. In addition, some changes to minimize scrolling would greatly improve the user experience.

No email system can be all things to all people. When it all comes down to it, you need to decide which features are “must haves”. I have found Gmail’s consistency feature to be my “must have,” so I am going to stick with it. If it doesn’t work for you, there are lots of sites that compare email clients. You can start at Wikipedia and go from there.

Monday, July 6th, 2009

Good Communication Skills Can Save Time and Money

by Nicole Tronstad

Last week I attended a 2-day Second Wind seminar on how to improve daily workflow and efficiency within a marketing agency with the hopes of in return providing clients with stronger, more creative campaigns. The seminar provided many great tips and strategies that when implemented can save the agency and most importantly our clients valuable dollars.

One main area of focus of the seminar was to improve overall communications within the agency and with clients.   In analyzing the daily activities and occurrences in the work place,  it is eye opening to see how much time can be lost to unnecessary meetings, constant interruptions, and miscommunications.  By simply streamlining communications both with clients and within our agency we not only save time but more importantly it will allow account executives to be more strategic in campaigns and creative teams to be more innovative with designs, thus producing deliverables that will increase the client’s ROI.

Although cliche, we often forget that communication is a two way street. As a client, you maximize your investment in an agency by providing clear and concise direction. Be sure to clearly think through what you want your marketing campaign to achieve prior to engaging the agency.  Doing this leg work and then communicating it clearly will allow the agency to creatively develop a successful campaign rather then trying to pull something together based on vague direction.  Vague direction usually results in more time and more money in the end. Also, be specific on your feedback to agency.  Saying you don’t like a certain aspect of a design is a start, but what specifically would you like changed? Is the copy? The image? The color scheme?

On the agency’s side, expect your agency to clearly and accurately identify project goals and establish creative direction based on your clear, concise project brief at the beginning stages of a project.  Your account executive should communicate the production expectations and project timeline so that both you and the agency are in accordance with what you want the marketing campaign to achieve.  Additionally, the account executive should be updating you throughout the project as to where the project stands in terms of budget and should submit any change orders for your approval if the project is going beyond the original scope of work.

Actively practicing good communication skills on a daily basis will prove to save agencies and clients time, money, and unnecessary headaches.