Professional Practice

Getting Engaged

June 1, 2015

This article was originally published in Design Pro Journal in December of 2012. It appears here mildly edited.

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I remember once receiving an invitation to a small project from the owner of a well-known and successful digital products company (whose products most web designers and small agencies use today). It was a short email simply asking if I was interesting in throwing in. I replied that I might indeed be interested and asked when we might have a phone chat. I received an email reply that offered some project details and another invitation to decide whether or not I wanted to do the project.

Now, I’m sure that many designers would be quite happy to accept such a pleasant invitation based merely on this threadbare information, especially considering who it was coming from. One might even assume that this person did his homework on us and was sure that I or my studio was a perfect fit for the project. Hrm, but there was the little matter of his not knowing me personally in any capacity and my not knowing him at all in any relevant context. We were, in every meaningful way, strangers. So I replied that I remained interested, if we could but have a brief chat. I never heard from him again. Good riddance. I dodge bullets for a living. Some of them are easy to dodge.

You don’t contractually bind yourself to strangers, not in marriage and not in design projects. You need mutual footing. You need mutual understanding. You need mutual insight. You need an engagement period.

Breaking Up is Easy To Do

You probably hear about it every week if not every day: a spiteful or ragged relationship ends badly. There are bitter arguments, custody battles, legal entanglements …lives and homes broken in the wake of moral incompatibility, poor choices, and lack of sober discrimination. It’s the predictable result of kids getting married too young or impassioned people who barely know each other rushing into marriage. The tale is often similar with designers and their clients after a rushed, ill-considered marriage.

Like most people, most designers have been through a bad relationship or two…with a client. The bad designer-client relationship is likely an inevitable, early-career growing pain and one hard or near impossible to avert. The lessons learned in those bad relationships, however, probably pay positive dividends over time. So despite the damage done a responsible designer can grow out of those trials and gain some benefit from the experience.

The sad thing is that too many designers serialize these bad relationships. Whether due to habitually poor choices, a lack of concern, or simply an inability to find and fix the problem many designers go from one bad hookup to another. Ironically, they also tend to complain about it as if the cause were someone other than themselves.

Designers are not just exponents of product creation, but more specifically exponents of process. Successful design practice is the result of learning to coax, observe, indulge respond to, and profit from process. But too many designers forget this fact when it comes to engaging potential clients. They thoughtlessly and irresponsibly aim for the first product—the signed contract—rather than for the fruit of responsible process that involves a detailed pre-bid engagement period. The inevitable result of such a shallow and ill-considered approach is a relationship based on almost nothing, flimsily built, and eager to crumble under the slightest stress. Meh. Easy come, easy go, right?

Hookin’ Up

Yup, hookin’ up is probably the best term for how most bad designer-client relationships get started. Forget the engagement; let’s get us some instant gratification! The potential client is horny for a designer and, wouldn’t you know it, the designer is horny for some cash. It’s a marriage made in pimp heaven.

I’m no saint. I’ve done it. I could have done it a lot more, but for the occasional fit of rationality and responsibility. In all seriousness, there have been many times a potential client has called and if we weren’t careful we could have made a project commitment within fifteen minutes. It really does happen; sometimes the project details are just that simple. But project details are not the most relevant details in a design project. There are important matters to consider: the people involved, for instance. Maybe it sounds old fashioned, but how about we get to know one another first?

A design project is, first and foremost, a social relationship…you know, between people. It is the people who make or break a project. Not the contract. Not the deadline. The people. In light of this rather important fact, one might want to devote some energy into a productive process to ensure that the people involved are compatible.

Getting Engaged

My wife and I knew each other in high school, but didn’t really connect until we met again years later in another city. We became friends, then good friends, then more than friends and got engaged. We both felt sure about things, but we followed responsibility rather than mere desire and set a nuptial date that would give us a one-year engagement.

In that year we got to know each other. We had the opportunity to learn each others’ values, explore compatibilities and consider each others’ character in good times and hard times. As our marriage date approached, our love had grown strong and was based on mutual respect and understanding rather than merely on the rush of novelty and lust. We’ve now been married for twenty-five years. No, I don’t deserve her, but deserve’s got nothing to do with it. We didn’t deserve each other. We earned each other; in our engagement and every day since.

Our story is not special. Millions of couples follow this advisable tradition; and not because it’s tradition, but because it is advisable. Yes, love and a solid relationship can be found or built in other ways, but an engagement has a purpose. It’s not some quaint affectation left over from a simpler, more naïve time gone by. It is the responsible preparation for the serious and joyful matters to come.

It’s should be no different in your budding relationships with potential clients. Responsibility first, joyful benefit later. This is the rule. Exceptions to the rule court disaster.

Responsible Engagement

Like most things associated with design process, there’s more than one way to skin a cat, but the fundamental basis of good engagement is consequential discussion and interaction.

Have a chat or two, or six

If you’re going to get to know each other, you’ve got to interact, especially in discussion. Face-to-face is certainly best, but Skype or phone can work, too. It’s got to be consequential interaction. That doesn’t mean that it has to be all business. Rather, it must be discussion that reveals dimension, that provides insight, that probes values, that elicits response, that invites questions, that challenges, and that establishes the requirements and boundaries for an actual relationship.

This pre-bid process doesn’t have to drag on forever, but it needs to last as long as is necessary for all parties to be comfortable making a consequential, binding decision…or decline to further pursue the relationship.

As the design pro, it’s your job to ask the right questions, venture the right challenges, exhibit the right qualities, and invite copious response. Even more so, it’s your job to pay attention; to observe and to listen. If you have the luxury to spend time in the same room with your potential client, watch how they interact. Watch their body language, especially with regard to how they interact with others on their team during your pre-bid discussions. In these face-to-face encounters, the words are the least communicative elements in the conversations.

If you don’t have the opportunity during pre-bid discussions to engage face-to-face, it will require a bit more work on your part to find the right information and gain and share adequate insight. But always keep your goals in mind. Some of them will be specific to the project or person in question, but there are a few basic things you’ll need to know about every potential client and project.

Get Some Answers

In your pre-bid engagement, work hard to learn answers to a few vital, fundamental questions:

Do they seem rushed or harried in your conversation(s)?

If they’re rushed now, they’ll be rushed and harried during your project. Evaluate carefully. If they don’t have time for this engagement period, they don’t have time for a project.

Are they primarily interested in your expertise or your technical / comp-generation ability?

If the former, it bodes well for both of you. If the latter, they’re likely to want to dictate efforts and deliverables in a way that ignores your expertise and harms their enterprise. Find out, in as direct a manner as possible, if they’re prepared to trust you. On this, everything depends.

What about personality? Are they personable? Pleasant? Terse? Abrasive?

You’re going to be working with them for a while. Do you like them? Could you trust them? Make sure you’re willing to spend a project interacting with this person. If they’re abrasive, best to call off the engagement.

Challenge the premise of their project in some logical way. How do they respond?

You need to know if they’re open to thoughtful challenge and to new ideas or if they seem to view that as some kind of insubordination. Evaluate carefully.

Express your requirements of your clients and projects. How do they respond?

First, make sure they’re prepared to meet or abide by your requirements. But that’s not all. Observe how they respond to your requirements. Their manner expresses information vital to your relationship. Pay attention.

Is their project something you care about? Agree with? Disagree with?

Before you decide to throw in with a project effort, make sure it’s not just the profit you’re after. For everyone’s sake, make sure the project is something to which you can devote excellence and bring value.

Probe their personal and/or business values. Reveal your own. Is there compatibility between you?

You’re going to be working closely with this person for some time. Make sure you work to discover moral or ethical issues that might create friction or discomfort between you during the project.

Your Day of Bliss

Don’t simply pursue what you think you deserve. Earn your projects. Earn your clients and let them earn your expertise in an engagement period.

If you’ve devoted proper time and responsible effort to the consequential matters of pre-bid engagement you can emerge informed and prepared to make a knowledgeable decision about your relationship. Better yet, so can your potential client. If you both agree that it’s time to take the next step (but not if just one of you thinks so), you can both do so with a pretty good idea of what the future holds.

Unlike a hasty, impassioned hookup, this sort of designer-client marriage is far more likely to survive. It will have a strong foundation, built on the things that ensure success and help those involved weather times of difficulty with resolve and dignity.

Don’t simply follow the tug of novelty and lust. Spend time getting to know your potential clients and let them get to know you. Help them to make decisions that they fully understand, do the same for yourself. And together go and make amazing things, secure in the knowledge that your relationship has a strong foundation built on mutual respect and understanding.