Upgrade to Pro — share decks privately, control downloads, hide ads and more …

Running Awesome Discovery Projects

Rob
August 22, 2019

Running Awesome Discovery Projects

The largest risk in any digital project is building the wrong thing. Yet you’re expected to define a project scope and provide an estimate after just a few conversations. Then you have to manage to that budget for the life of the project regardless of what else you learn. This is nuts. One of your most important constraints–budget–is defined when you know the least about the project, the beginning. Running digital projects is hard. When expectations are mismanaged (or forced too early) during initial client conversations, running digital projects is nearly impossible. A few conversations and a quick estimate do not provide what you need to build the right thing.

During this talk, we will discuss how you can implement Awesome Discovery Projects to dive into a project with confidence while removing some of the largest risks. You’ll be armed with a thoughtful, scoped roadmap to provide more accurate estimates and be able to correctly set client expectations for the rest of the engagement.

Rob

August 22, 2019
Tweet

More Decks by Rob

Other Decks in Technology

Transcript

  1. Rob Harr
    RUNNING AWESOME
    DISCOVERY PROJECTS
    @robertharr

    View full-size slide

  2. #DaytonStrong

    View full-size slide

  3. We are hiring!
    https://seesparkbox.com/jobs
    Tangent!

    View full-size slide

  4. Websites are software.

    View full-size slide

  5. Determining scope on software
    projects at the beginning is
    irresponsible and impossible.

    View full-size slide

  6. Reason 1:
    Determining scope on
    software projects upfront is
    impossible because:
    Clients are really bad at describing
    their actual needs.

    View full-size slide

  7. We are bad at estimating work
    because we are optimistic.
    Reason 1:
    Reason 2:
    Determining scope on
    software projects upfront is
    impossible because:
    Clients are really bad at describing
    their actual needs.

    View full-size slide

  8. We are bad at estimating work
    because we are optimistic.
    Reason 1:
    Reason 2:
    Determining scope on
    software projects upfront is
    impossible because:
    Clients are really bad at describing
    their actual needs.
    Business needs change over time.
    Reason 3:

    View full-size slide

  9. Project don’t fail for technical or
    design reasons, they fail because of
    the people involved.

    View full-size slide

  10. I believe the biggest risk for
    software projects is building the
    wrong thing.

    View full-size slide

  11. Running Awesome Discovery Projects
    DISCOVERY PROJECTS

    View full-size slide

  12. What are Discovery Projects?

    View full-size slide

  13. What problems are
    we trying to solve?

    View full-size slide

  14. Committing to a large spend.

    View full-size slide

  15. Finding a the right client.

    View full-size slide

  16. Training our clients how
    to work with us.

    View full-size slide

  17. Reducing Risk.

    View full-size slide

  18. A well defined problem, a set of
    goals, & determining the
    correct first step.
    GO
    AL

    View full-size slide

  19. “We’ll know more about your
    project tomorrow than we do
    today.”

    View full-size slide

  20. Client Happiness =
    A small delta
    between project
    expectations and
    project reality.

    View full-size slide

  21. Managing Client Expectations

    View full-size slide

  22. Setting Client Expectations

    View full-size slide

  23. Research
    Vendors
    Vendor Selection Negotiation Project
    Expectations Set

    View full-size slide

  24. Research
    Vendors
    Vendor Selection Negotiation Project
    Expectations Set
    Expectations
    Managed

    View full-size slide

  25. Selling Discovery Projects

    View full-size slide

  26. “I don’t know enough to estimate
    this right now, I don’t think that
    anyone does.”

    View full-size slide

  27. “There is no commitment to
    continue on with us”

    View full-size slide

  28. Take the risk out of the project.

    View full-size slide

  29. Initial phone call
    and
    gut feel estimate.

    View full-size slide

  30. Estimating Discovery

    View full-size slide

  31. Large Discovery:
    3 - 4 weeks
    $40,000+

    View full-size slide

  32. Medium Discovery:
    2 - 3 weeks
    $25,000

    View full-size slide

  33. Small Discovery:
    1 week
    $10,000 or less

    View full-size slide

  34. Running Awesome Discovery Projects
    RUNNING THE
    PROJECT

    View full-size slide

  35. All projects should be designed
    as human experiences.

    View full-size slide

  36. Prework
    In-person
    Meetings Wrap-up

    View full-size slide

  37. Prework
    In-person
    Meetings
    Client
    Excitement
    Agreement Wrap-up

    View full-size slide

  38. Who to interview?

    View full-size slide

  39. Feeling Heard.

    View full-size slide

  40. Sample Questions

    View full-size slide

  41. Tell us about your role and
    how it ties into the project.
    Exam
    ple

    View full-size slide

  42. What are the primary business
    objectives with the project?
    Exam
    ple

    View full-size slide

  43. Who will measure the
    success of the project?
    Exam
    ple

    View full-size slide

  44. How we will measure the
    success of the project?
    Exam
    ple

    View full-size slide

  45. Almost always the last question:
    (In your opinion) what will keep this
    project from being successful?
    Exam
    ple

    View full-size slide

  46. Content Audit

    View full-size slide

  47. Competitive Analysis

    View full-size slide

  48. User Interviews

    View full-size slide

  49. #2
    In-person Meetings

    View full-size slide

  50. The controller
    &
    anchor

    View full-size slide

  51. Other smart people.

    View full-size slide

  52. This is a giant trust exercise.
    Story

    View full-size slide

  53. Home or away?

    View full-size slide

  54. Designing the Meetings

    View full-size slide

  55. Setting Ground Rules

    View full-size slide

  56. Parking lot!

    View full-size slide

  57. Stick to your schedule.

    View full-size slide

  58. We always start with goals.

    View full-size slide

  59. What makes a good goal?

    View full-size slide

  60. Do not have
    implementation details.

    View full-size slide

  61. Can be measured.

    View full-size slide

  62. “Have an interactive, human
    website that shares relatable stories
    and reaches millennial and gen Z
    candidates.”
    Exam
    ple

    View full-size slide

  63. “Increase how often and deeply
    users engage with our content.”
    Exam
    ple

    View full-size slide

  64. “Increase revenue from new sales
    while maintaining renewals.”
    Exam
    ple

    View full-size slide

  65. Don’t forget to have fun.

    View full-size slide

  66. Our clients are wanting
    to be collaborated with.

    View full-size slide

  67. Embrace the unknown.

    View full-size slide

  68. It is ok to not have all of the
    answers.

    View full-size slide

  69. “That is a great question, let me get
    back to you with an answer.”

    View full-size slide

  70. We always end with
    prioritization and phasing.

    View full-size slide

  71. Other ideas
    http://goodkickoffmeetings.com/

    View full-size slide

  72. Don’t forget to share what the
    process will
    look like after you leave.

    View full-size slide

  73. Prework
    In-person
    Meetings
    Client
    Excitement
    Agreement Wrap-up

    View full-size slide

  74. Prework
    In-person
    Meetings
    Client
    Excitement
    Agreement Wrap-up

    View full-size slide

  75. Deliverables

    View full-size slide

  76. Project Brief

    View full-size slide

  77. Technical Strategy

    View full-size slide

  78. Experience Strategy

    View full-size slide

  79. Collaborative Estimate

    View full-size slide

  80. A well defined problem, a set of
    goals, & determining the
    correct first step.
    GO
    AL

    View full-size slide

  81. Running Awesome Discovery Projects
    CLOSING THE DEAL

    View full-size slide

  82. Prework
    In-person
    Meetings
    Client
    Excitement
    Agreement Wrap-up

    View full-size slide

  83. Keep it simple.

    View full-size slide

  84. Know where you stand.

    View full-size slide

  85. Running Awesome Discovery Projects
    THINGS I THINK I
    HAVE LEARNED.

    View full-size slide

  86. Don’t write code. Don’t create
    wireframes. Don’t design anything.

    View full-size slide

  87. Rob’s two basic rules for
    happiness in business:

    View full-size slide

  88. Life is too short to work with people
    you hate.
    Rob’s two basic rules for
    happiness in business:
    Rule 1:

    View full-size slide

  89. If you ever become annoyed by a
    client, it is only because you’re not
    charging them enough money.
    Life is too short to work with people
    you hate.
    Rob’s two basic rules for
    happiness in business:
    Rule 1:
    Rule 2:

    View full-size slide