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Letting Go of Workflow Baggage

Ben Callahan
September 25, 2015

Letting Go of Workflow Baggage

Slides from my September 25th Rustbelt Refresh presentation in Cleveland, Ohio on “Letting Go of Workflow Baggage.”

Ben Callahan

September 25, 2015
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  1. LETTING GO OF

    WORKFLOW BAGGAGE
    2015 RUSTBELT REFRESH
    @BENCALLAHAN

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  2. “The successful candidate for this RFP will provide:”

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  3. “The successful candidate for this RFP will provide:”
    ‣ 3 Design Concepts

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  4. ‣ 3 Design Concepts
    ‣ 3 Pages for Each Concept
    “The successful candidate for this RFP will provide:”

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  5. ‣ 3 Design Concepts
    ‣ 3 Pages for Each Concept
    ‣ 3 Widths for Each Page
    “The successful candidate for this RFP will provide:”

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  6. ‣ 3 Design Concepts
    ‣ 3 Pages for Each Concept
    ‣ 3 Widths for Each Page
    X
    27 Design Files
    “The successful candidate for this RFP will provide:”

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  7. BAGGAGE

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  11. FIGURE IT OUT

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  12. PROCESS THERAPY
    LETTING GO OF WORKFLOW BAGGAGE

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  13. Process from a Client’s Perspective

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  14. Process from a Client’s Perspective
    Research
    Vendors

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  15. Process from a Client’s Perspective
    Research
    Vendors
    Request
    Estimates

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  16. Process from a Client’s Perspective
    Research
    Vendors
    Request
    Estimates
    Negotiate
    Contract

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  17. Process from a Client’s Perspective
    Research
    Vendors
    Request
    Estimates
    Negotiate
    Contract
    Execute
    Project

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  18. Process from a Client’s Perspective
    Research
    Vendors
    Request
    Estimates
    Negotiate
    Contract
    Execute
    Project
    Expectations Set

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  19. Process from a Client’s Perspective
    Research
    Vendors
    Request
    Estimates
    Negotiate
    Contract
    Execute
    Project
    Expectations
    Managed
    Expectations Set

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  20. It starts at the beginning

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  21. Research
    Vendors
    Request
    Estimates
    Negotiate
    Contract

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  22. Research
    Vendors
    Request
    Estimates
    Negotiate
    Contract
    Messaging Money Agreements

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  23. MESSAGING

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  25. Stop telling people what you do

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  26. Stop telling people
    Start telling them why you do it

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  27. IN OTHER WORDS
    Find clients that share your
    beliefs about the web

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  28. What do you believe
    about the Web?

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  29. “I’m not sure about the best way
    to approach the project”

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  30. “But I’m confident we can figure
    it out together”
    “I’m not sure about the best way
    to approach the project”

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  31. IN OTHER WORDS
    We’re better when we work
    with you rather than for you

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  32. MONEY

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  33. Adjust your estimating process
    to reflect your workflow

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  34. COLLABORATION

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  37. ITERATION

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  38. Start Small
    Initial Engagement: $10,000

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  39. Start Small
    Initial Engagement: $10,000
    Continue the Project: $2,000 Credit

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  40. Start Small
    Initial Engagement: $50,000
    Continue the Project: $10,000 Credit

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  41. Start Small
    Initial Engagement: $500
    Continue the Project: $100 Credit

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  42. THE PROJECT

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  43. Process from a Client’s Perspective
    Research
    Vendors
    Request
    Estimates
    Negotiate
    Contract
    Execute
    Project
    Expectations
    Managed
    Expectations Set

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  44. Process from a Client’s Perspective
    Research
    Vendors
    Request
    Estimates
    Negotiate
    Contract
    Execute
    Project
    Expectations
    Managed
    Expectations Set

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  45. Finish
    Start

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  46. Finish
    A common understanding
    of the project goals

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  47. Start
    Stakeholder Interviews

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  48. Start
    Stakeholder Interviews
    Prioritization

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  49. Finish
    Start

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  50. View Slide

  51. A force which tends to slow
    the movement of an object
    through a liquid or gas.
    Drag

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  52. Finish
    Start

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  54. Measure Project Drag

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  55. Measure Project Drag
    Team Size

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  56. Measure Project Drag
    Team Size
    Organizational Variance

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  58. Shape the Project

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  59. No Influence
    High Influence
    Saboteur Advocate

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  60. No Influence
    High Influence
    Saboteur Advocate

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  61. Determine what the influencers value,
    shape the project to show value there.

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  62. Identify non-critical variances,
    close the gap.

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  65. 4 Steps
    1: Agree on the Goals
    2: Measure the Drag
    3: Shape the Project
    4: Repeat

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  66. PEOPLE
    LETTING GO OF WORKFLOW BAGGAGE

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  67. Most projects don’t fail for
    technical reasons.

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  68. They fail for people reasons.
    Most projects don’t fail for
    technical reasons.

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  69. DON’T MAKE IT
    TOO EASY

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  70. https://pbcrolley.wordpress.com/2013/05/01/books-about-flow/

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  71. Skill
    Challenge

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  72. Skill
    Challenge

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  73. Skill
    Challenge

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  74. Skill
    Challenge
    Flow Channel

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  75. Skill
    Challenge
    Flow Channel
    Anxiety

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  76. Skill
    Challenge
    Flow Channel
    Anxiety
    Boredom

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  77. This takes constant monitoring

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  78. Deeply consider your
    client’s role in their project

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  79. The easiest way to
    manage expectations

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  80. The easiest way to
    manage expectations
    is to be the one
    who sets them

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  81. THANK YOU
    @BENCALLAHAN

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  82. ETHAN MARCOTTE
    NOVEMBER 2015
    DAN MALL
    OCTOBER 2015
    buildright.io
    Right in the Midwest!

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