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LETTING GO OF
 WORKFLOW BAGGAGE 2015 RUSTBELT REFRESH @BENCALLAHAN

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“The successful candidate for this RFP will provide:”

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

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

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‣ 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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‣ 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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BAGGAGE

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FIGURE IT OUT

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PROCESS THERAPY LETTING GO OF WORKFLOW BAGGAGE

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Process from a Client’s Perspective

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Process from a Client’s Perspective Research Vendors

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Process from a Client’s Perspective Research Vendors Request Estimates

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

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

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

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

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It starts at the beginning

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Research Vendors Request Estimates Negotiate Contract

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Research Vendors Request Estimates Negotiate Contract Messaging Money Agreements

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MESSAGING

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Stop telling people what you do

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Stop telling people Start telling them why you do it

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

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What do you believe about the Web?

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

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

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MONEY

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Adjust your estimating process to reflect your workflow

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COLLABORATION

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ITERATION

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Start Small Initial Engagement: $10,000

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

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

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

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THE PROJECT

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

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

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Finish Start

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Finish A common understanding of the project goals

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Start Stakeholder Interviews

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Start Stakeholder Interviews Prioritization

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Finish Start

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

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Finish Start

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Measure Project Drag

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Measure Project Drag Team Size

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Measure Project Drag Team Size Organizational Variance

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Shape the Project

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No Influence High Influence Saboteur Advocate

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No Influence High Influence Saboteur Advocate

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

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Identify non-critical variances, close the gap.

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

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PEOPLE LETTING GO OF WORKFLOW BAGGAGE

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Most projects don’t fail for technical reasons.

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

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DON’T MAKE IT TOO EASY

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

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Skill Challenge

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Skill Challenge

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Skill Challenge

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Skill Challenge Flow Channel

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Skill Challenge Flow Channel Anxiety

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Skill Challenge Flow Channel Anxiety Boredom

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This takes constant monitoring

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Deeply consider your client’s role in their project

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The easiest way to manage expectations

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

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THANK YOU @BENCALLAHAN

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

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