I’ve decided to start a short branch off series from Be Free, Lance entitled the “Designer Process.” After sharing some insight into my own process and receiving feedback + more questions, I thought it would be fun to walk through everything, step by step. Every designer has their own way of doing things … and I’ve certainly tailored / changed up some things over the past few years, so each post in this mini series will talk about general steps and some of the ways you can work with a client!
The first thing I like to do with any new project is to get everyone on the same page in terms of strategy and how to best move forward. And in order to do this, I give each and every client a little homework. What this includes is six mini exercises that are fun + simple for the client to fill out before the project really gets going. Each of these worksheets are subtly setup to specifically target different aspects within a business. We go over things like ownership fears, timeline details, goals, dream customers, and aesthetics … all in a creative way. By the time these questions are filled out, I’m left to decode a clear design strategy.
I always tell me clients to answer these questions from their gut, and while it can sometimes feel like information overload, it’s amazing to see just how clear a path the client has outlined, sometimes without even knowing it. As I run through their notes, I’ll write down + highlight words or thoughts that come up more than once. And in no time, complete ideas are formed and the groundwork for design is created.
From there, I create a short summary of what I’ve learned and present it to the client. This serves as a verbal checks and balances for us to make sure we’re on the same page. Usually, it’s kind of like taking a personality test and reading through your results, which is always a fun time!! And if there are any words or phrases that don’t feel quite right, we’ll talk about it and make any necessary changes. That’s the great thing about this first step … it really brings the designer + client together in collaboration and establishes trust.