As a UX Pro, I've dealt with clients for 15 years doing user research and product design. Some clients are a dream while others can be sheer nightmares. We all develop strategies to cope and to CYA (Cover Your Apples). In 2014, I became an entrepreneur and "The Client." I discovered a whole new world of Baloney Sandwiches that vendors were trying to feed me. Talking to other Product Owners and CEO's, I discovered some trends when working with designers, consulting firms, agencies, and dev houses. I realized that my consulting practice was guilty of some of these no-no's too. This talk will go over Dos and Don'ts for working with clients. We'll cover things like visibility, process, milestones, work products, and more.
8. • Have weekly live call to talk about the project.
• Write up a weekly status report of status of the project.
• Any verbal of offline conversation or breakout session should be documented
in writing and shared with team.
• Tag team members that need to know about any decisions or explanations
that were done.
• Create a culture of no dumb questions. “The only dumb question is the one
you didn’t ask.”
8
9. • Don’t assume anyone knows or remembers anything.
• Explain process.
• “I’m sure everyone knows this already, but just to make sure that
everyone is on the same page.”
• Recap what has happened prior to this email / meeting.
• “As a quick reminder,”
• Create useful meeting invites.
• Title is something useful: Project Name - What you are doing.
• Include an agenda.
• Include location / conference number / online meeting link.
9
10. • Share your screen during meetings so you can take shared meeting notes.
• Include key info in meeting notes.
• Upload meeting notes to shared space and send out over email.
10
12. • Define the project in detail in a Statement of Work.
• Project Overview
• Primary Goals
• Activities
• Deliverables
• Schedule
• Costs
• Investment
• Payment Terms
• Project Details
• Risks & Dependencies
• Approval Process
• Intellectual Property
• Exclusions / Out of Scope
• Signatures
12
13. • After SOW sign off, create calendar events that match schedule and invite key
team members. Get in everyone’s calendars early!
• At every meeting, update team on progress towards the next milestone.
• If you are going to be late on that milestone, communicate how that will
affect the rest of the schedule.
• Easy to get distracted. Put a calendar event to look at SOW once a month to
make sure you are meeting contractual obligations.
13
15. DO:
• Listen to client and make sure next deliverable reflects that.
• Take notes on all feedback, even if you don’t agree with it.
• For the items you agree with, make the change then mark it as DONE.
• For the items you don’t agree with, put on your UX hat and try to figure out
what the root cause is of the issue they have.
• “Don't ignore feedback that may appear stupid. Be sure to understand the
meaning behind it.”
• If you outright disagree with what client is proposing (Focus group instead of
usability test) because it is wrong for the product / project, it is OK to say “I
am the expert on methods. We should do what I say because ABC and not
what you want to do because XYZ.”
• Use tools / methods (Contrast ratio calculator, GOMS, etc.)
15
17. • Unprofessionalism is one of the biggest complaints clients have about
vendors.
• Sometimes you are hired because you have a skill they don’t have. But
sometimes it is just because they are too busy. They can be very experienced
in your field and have very high expectations.
• Prepare for meetings.
• Do formal research. Don’t base designs and trend findings on your own
personal experience without doing additional research.
• “One vendor suggested inappropriate research practices, such as
combining research with their own medical care.”
17
18. • Create polished deliverables.
• “Don’t make me recreate your deliverables.”
• Word Docs
• Use correct formatting of headers, fonts, spacing, alignment.
• View Navigation Pane / Document Map to see if you formatted the
document correctly.
• When you use a deliverable from another client as a template for your
current client, update the entire document.
• Check every section to make sure it is relevant to my project.
• Do a Find / Replace for client name.
• Use spell-check.
• Include a Table of Contents when you won’t be around later to explain.
18
19. • PowerPoints
• Make sure page title and content is the same size and as in the same
position on all slides.
• OK to use your company branding in footer.
• Use the name of this project in footer.
• Add page numbers.
• Be consistent with punctuation. Always include periods or never include
them.
• View > Outline View to double-check formatting.
• Export PPT as a PDF so I don’t have to go through your animation
transitions. (But double-check with your client. They may want your PPT
to use in another presentation.)
19
20. • Wireframes / Prototypes
• Create clean wireframes.
• Remove old information.
• If I request a change on one page, update that change on all pages.
• Double-check fonts, sizes, alignment.
• Use gray-scale.
• Make sure it is projector friendly. Many screens and projectors have low
contrast ratios and limited resolutions.
• Check for browser issues (doesn’t work in IE8).
20
22. • Practice what we preach. Client work gets bashed in usability testing and we
tell them to get over it.
• You never know what you want until you see what you don’t want.
• Recognition over blue sky. Easier to say no than to describe things perfectly.
• “You can’t read my mind, but if I knew how to describe exactly what I
want, I wouldn’t need to hire you.”
• Practice Active Listening. Face the person giving feedback, look at them
talking and really listen to what they are trying to say.
• Repeat back to the client what they are saying in a different way to make sure
you understand what they want.
• Write down verbatim what is said so you can go back to it later and review
when you are not emotional.
22
24. • In SOW, describe what and how you will do the project.
• Activities – user interviews
• Deliverable – Findings PPT report
• Actually sign the SOW.
• Kick off meeting – go into more detail & give the detailed overview.
• Weekly checkins – Think about “transparent progress reporting.”
• Be specific about when a deliverable is due.
• EX: Friday, July 26 – 5pm PST (especially important if team is across time
zones)
• Make sure everyone is ready for the deliverable.
• EX: UX delivers wireframes that Dev is not ready for. They nod and say yes
but don’t really give feedback yet because they aren’t there yet.
24
25. • Be clear about what is a business day.
• EX: Finishing up testing at 4pm on a Friday does not mean that 4 business
days later is Monday. The first business day after testing is Monday.
• Communicate about delivery delays because of client error / omission once a
week during your weekly meeting. Telling the client every day that they are
delaying the project can be annoying and cause bad feelings for a project
team.
25
27. • If you don’t know the answer to something, tell me you will find out and tell
me when you will tell me the answer.
• Put a calendar invite to give me the update.
• If you still don’t know the answer, keep me in the loop.
• I understand you need to get your story straight on your side of the fence
before getting back to me. Just tell me when to expect your answer.
• OK to give me a preliminary “I think XYZ but let me think on this and I will get
back to you by X.”
• Don’t make me send an email “Are you getting my emails.”
• Don’t procrastinate sending an email you know will make me angry. Take your
medicine and ask for a follow up meeting to discuss.
• In your email signature, add a note that you read email at 9a, 12p, and 5p and
will respond then. If it is an emergency, please call or text.
27
29. DO:
• Provide value. This is why you are being hired.
• Recognize the AHA! Moments where your idea earned your keep.
• Offer unique solutions that match the goal of the client. No cookie cutter
solutions.
• Create the right kind of deliverables.
• “A vendor presented charts, graphs, percentages and participant numbers
for a qualitative study -- completely inappropriate and misleading.”
• Provide data and suggestions I didn’t even think about.
• “One vendor presented UX trends but balanced with 508 requirements.”
29
31. • If you have industry expertise, you are more marketable to me as a client.
• No significant on-boarding and kick off meetings.
• I don’t have the time to train you.
• Start producing deliverables in Week 1.
• User types spreadsheet
• Placeholder personas
• Current workflows
• User stories (epic-level is OK)
• Current metrics
• Glossary
• Initial concept sketches of product
31
32. • Don’t schedule too many meetings.
• “Don't waste time…Don't treat me like an operational company that’s full
of process. Treat me like a growth company. Don't get bogged down by
theory. It's all about results and survival.”
32
34. • Understand the client’s business goals and help meet them. Think beyond
design.
• “When it doubt - it's okay to say ‘I am sorry, I don't understand why we are
doing this. Can you help me understand this process based on your
business?’ Treat your client as your own project.”
• Tie metrics to goals so I can see where we’re at.
• Learn about the company, the customers, the products.
• “This project is a team effort. You may be doing the wireframes / design /
testing / coding, but it is with my ideas.”
34
37. • #1 No-no!
• Do what you say, when you said you were going to do it.
• “Work twice as hard if you are not going to meet your goals.”
• Communicate about delays. Delays result in outsourcing (UXPA is a good
resource) and no sleep. Get it done!!
37
39. • Don’t charge senior rates for junior team members. “
• “Premium pricing before demonstrating competency, let alone excellence.”
• Don’t tell me you’ve done it before if you haven’t.
• If you are going to use a tool (surveymonkey, axure), figure it out on your
own and not while you are having a meeting with the client. It is a bad
thing if the client has to tell you how to format a survey question.
• If I am your guinea pig, tell me and then give me a discount.
• Don’t be so green, that you look unprofessional.
• If you don’t know about a particular software or technology, don’t
discredit it because you just don’t know about it. It comes off as “Lying
about the pros and cons of a particular technology or function to cover
their lack of skill in that technology. So they recommended only those
things they liked or had knowledge in.”
DON’T :
39
40. • Dirty secret of UX is sub-contracting out work. From the client side, this sucks.
• I hire you because I like and trust you. The quality of work for your
subcontractors is usually not up to snuff.
• You cost me extra time and money by being a middle-man.
• I can hire a senior level person myself for the same rate I am paying you
for your markup.
• That person won’t be available for follow-on work so I will have to
onboard someone else.
• Take full responsibility for your vendors to have them deliver under SOW.
• If you have an in-house resource, highlight it. As a client, I will pick you
over a competitor.
DON’T :
40
42. • Don’t go on rants about process or methods unless I ask.
• “Don't be arrogant with non-tech savvy people... teach and inform.”
• Be concise and clear when I ask you questions (as much as you can be).
• Don’t react to my bad attitude. My crazy is not your crazy. I’ve got so much
going on and this is just one spinning plate.
• Language barriers can be gruesome. Figure out the best way to communicate
and put your best native speaker on the phone.
• Don’t make me put you off. You should be the first thing I want to deal with
because it is fun and easy.
42
44. • Project Management is not sexy or fun for a UX person. However, it is
CRITICAL to do for a project.
• Awesome easy tools are out there to organize your project. (Asana, Trello,
JIRA)
44
46. • Fail early and often – yes but only if you’ve talked about it first.
• Create a culture of iteration, but if you blatantly mess up, fix it on your own
dime.
• Some good quotes we use to explain mistakes are OK:
• “Mistakes are the portals of discovery” – James Joyce
• “Failure is simply the opportunity to begin again, this time more
intelligently.” – Henry Ford
46
48. • If you work in an Agile environment, standups and sprint plannings work well
to set expectations and strategy.
• If there are changes, create an addendum to the SOW and have it initialed.
• “I find the best strategy is to find a vendor that you can collaborate well with
even if the vendor charges more. In the long run sticking with a vendor will
yield a higher return than constantly looking for the best deal.”
48
50. • Do what you say you are going to do.
• Add in some freebies.
• “UI Developers had to do a release to fix some bugs and they added some
features for free while they were in the code.”
• Check in with client after your portion of the project is over and give some
feedback. Often this will turn into follow-on work.
• No false promises.
• “Don't say - Yes, we can do that. and then when it's time to do it say ‘Sure,
we will do this but it will be XXX dollars more.’ Don't manipulate, please.”
50
52. • BRDs and specs are dead but sharing information is not.
• “Dare to innovate... but for goodness sake, document what you are
doing.”
• Annotate wires for:
• MVP, V2, V3, etc
• Conditional logic
• Flows stemming from links / buttons that are not designed
• Where to pull data from
• Create workflows for the wires.
• Create swimlane diagrams of epics (multi-channel product).
• Create user stories (include a column for what pages are hit in that story).
• Create journey maps to give that high level view of your customer.
52
54. • Don’t wait until a big milestone to share work product.
• Waste time & money.
• Increases aggravation & frustration.
• Share link to the live wires or visual design so I can see the current state of
wires at all times.
• If client sees something that is not right, they can correct it early.
• Annotate wires (yellow box) with questions or use placeholders for things
you haven’t done yet.
54
56. • If the client is wrong, tell them. This is why you were hired.
• “In general being told, with convincing explanations and alternative
solutions, that my ideas are not the best for my business goals. I love to
learn from savvy and focused vendors who have my business success and
value for money at heart. This is pretty sure fire way to get repeat
business.”
• Push the client to think about new technologies, workflows, designs.
• Clients typically have far superior mental models about their business than
their customers do. Ask “but is that realistic for your customer?”
56
57. VENDOR DO’S:
1. Over-Communicate
2. Follow SOW / instructions
3. Incorporate feedback
4. Deliver high-quality work
5. Take constructive criticism
6. Set clear expectations about
milestones and deliverables.
7. Respond promptly
8. Create original ideas
9. Hit the ground running
10. Say “we”
VENDOR DON’TS:
1. Miss deadlines
2. Exaggerate experience
3. Be a PITA
4. Skip project management
5. Charge client for your mistakes
6. Freak out about scope / SOW changes
7. Over-commit & under deliver
8. Forget the details
9. Keep client in the dark
10. Say yes to everything client says
57
59. Be honest. Be transparent.
Be professional. Do your homework.
Bring me expertise I don't have.
Don’t be this dude.
59
Editor's Notes
Running a remote usability test
This is stupid. The cobbler’s children have no shoes.
We are UX. Fix it.
Put product design skills to use and create a product
Happy to talk about my product later
The point is that I went from a UX person to the CEO
Very different hat you are wearing.
I’m used to battling for UX and being the user advocate.
As a CEO, I have to redline functionality that I know is important. I have to create MVPs and think about versioning. And a lot of stuff.
I work at incubators and accelerator programs so I talk to a lot of other startups
I started noticing vendors doing some shady maneuvers and started asking former clients and colleagues about it.
That’s not acceptable. As a community, we need to do better.
That is how this talk was born.
Sent out a few surveys to different demographics to get more data.
The trends are what we see here.
Every slide has several tips to be better at something or to not do something.
I’d like this to be a very interactive session.
If you have a tip about a topic, stop me and tell me.
I will take notes, add them to my notes and send out a presentation with all of them.
Heard this at other sessions – integrate into the team. No us vs them mentality.
Have weekly live call to talk about the project.
Write up a weekly status report of status of the project.
Any verbal of offline conversation should be documented in writing and shared with team.
Tag team members that need to know about any decisions or explanations that were done.
Don’t assume anyone knows or remembers anything.
Explain process
“I’m sure everyone knows this already, but just to make sure that everyone is on the same page.”
Recap what has happened prior to this email / meeting
“As a quick reminder,”
Create useful meeting invites
Title is something useful: Project Name - What you are doing
Include an agenda
Include location / conference number / online meeting link
Share your screen during meetings so you can take shared meeting notes.
Include key info in meeting notes.
Date
Attendees
Agenda
Notes
Decisions
Action Items (who – what – when)
Upload meeting notes to shared space and send out over email
Define the project in detail in a Statement of Work.
Project Overview
Primary Goals
Activities
Deliverables
Schedule
Costs
Investment
Payment Terms
Project Details
Risks & Dependencies
Approval Process
Intellectual Property
Signatures
After SOW sign off, create calendar events that match schedule and invite key team members. Get in everyone’s calendars early!
At every meeting, update team on progress towards the next milestone.
If you are going to be late on that milestone, communicate how that will affect the rest of the schedule.
Easy to get distracted. Put a calendar event to look at SOW once a month to make sure you are meeting contractual obligations.
Listen to client and make sure next deliverable reflects that.
Take notes on all feedback, even if you don’t agree with it.
For the items you agree with, make the change then mark it as DONE.
For the items you don’t agree with, put on your UX hat and try to figure out what the root cause is of the issue they have.
“Don't ignore feedback that may appear stupid. Be sure to understand the meaning behind it.”
Use tools / methods to see who is right.
Contrast ratio calculator
GOMS analysis
A/B test
Unprofessionalism is one of the biggest complaints clients have about vendors.
Sometimes you are hired because you have a skill they don’t have. But sometimes it is just because they are too busy. They can be very experienced in your field and have very high expectations.
Prepare for meetings.
Do formal research. Don’t base designs and trend findings on your own personal experience without doing additional research.
“One vendor suggested inappropriate research practices, such as combining research with their own medical care.”
Create polished deliverables.
“Don’t make me recreate your deliverables.”
Word Docs
Use correct formatting of headers, fonts, spacing, alignment.
View Navigation Pane / Document Map.
When you use a deliverable from another client as a template for your current client, update the entire document.
Check every section to make sure it is relevant to my project.
Do a Find / Replace for client name.
Use spell-check.
PowerPoints
Make sure page title and content is the same size and as in the same position on all slides.
View Outline View.
Add page numbers.
OK to use your company branding in footer.
Use the name of this project in footer.
Be consistent with punctuation. Always include periods or never include them.
View > Outline View
Export PPT as a PDF so I don’t have to go through your animation transitions.
Wireframes
Create clean wireframes.
Remove old information.
If I request a change on one page, update that change on all pages.
Double-check fonts, sizes, alignment.
Use gray-scale.
Practice what we preach. Client work gets bashed in usability testing and we tell them to get over it.
You never know what you want until you see what you don’t want.
Recognition over blue sky. Easier to say no than to describe things perfectly.
You can’t read my mind, but I knew how to describe exactly what I want, I wouldn’t need to hire you.
In SOW, describe what and how you will do the project.
Activities – user interviews
Deliverable – Findings PPT report
Sign the SOW and get sign off.
Kick off meeting – go into more detail & give the detailed overview
Weekly checkins - “Transparent progress reporting”
If you don’t know the answer to something, tell me you will find out and tell me when you will tell me the answer.
Put a calendar invite to give me the update.
If you still don’t know the answer, keep me in the loop.
I understand you need to get your story straight on your side of the fence before getting back to me. Just tell me when to expect your answer.
OK to give me a preliminary “I think XYZ but let me think on this and I will get back to you by X.”
Don’t make me send an email “Are you getting my emails.”
Don’t procrastinate on email you know will make me angry. Take your medicine and ask for a follow up meeting to discuss.
Provide value. This is why you are being hired.
Recognize the AHA! Moments where your idea earned your keep.
Offer unique solutions that match the goal of the client. No cookie cutter solutions.
Create the right kind of deliverables.
“A vendor presented charts, graphs, percentages and participant numbers for a qualitative study -- completely inappropriate and misleading.”
Provide data and suggestions I didn’t even think about.
“One vendor presented UX trends but balanced with 508 requirements.”
If you have industry expertise, you are more marketable to me as a client.
No significant on-boarding and kick off meetings.
I don’t have the time to train you.
Start producing deliverables in Week 1.
User types spreadsheet
Placeholder personas
Current workflows
User stores (epic)
Current metrics
Don’t schedule too many meetings.
“Don't waste time…Don't treat me like an operational company that’s full of process. Treat me like a growth company. Don't get bogged down by theory. It's all about results and survival.”
Understand the client’s business goals and help meet them. Think beyond design.
“When it doubt - it's okay to say ‘I am sorry, I don't understand why we are doing this. Can you help me understand this process based on your business?’ Treat your client as your own project.”
Tie metrics to goals so I can see where we’re at.
Learn about the company, the customers, the products.
“This project is a team effort. You may be doing the wireframes / design / testing / coding, but it is with my ideas.”
#1 No-no!
Do what you say, when you said you were going to do it.
“Work twice as hard if you are not going to meet your goals.”
Don’t charge senior rates for junior team members. “
“Premium pricing before demonstrating competency, let alone excellence”
Don’t tell me you’ve done it before if you haven’t.
If you are going to use a tool (surveymonkey, axure), figure it out on your own and not while you are having a meeting with the client. It is a bad thing if the client has to tell you how to format a survey question.
If I am your guinea pig, tell me and then give me a discount.
Don’t be so green, that you look unprofessional.
If you don’t know about a particular software or technology, don’t discredit it because you just don’t know about it. It comes off as “Lying about the pros and cons of a particular technology or function to cover their lack of skill in that technology. So recommended only those things they liked or had knowledge in.”
Dirty secret of UX is sub-contracting out work. From the client side, this sucks.
I hire you because I like and trust you. The quality of work for your subcontractors is usually not up to snuff.
You cost me extra time and money by being a middle-man.
I can hire a senior level person myself for the same rate I am paying you for your markup.
That person won’t be available for follow-on work so I will have to onboard someone else.
Take full responsibility for your vendors to have them deliver under SOW.
If you have an in-house resource, highlight it. As a client, I will pick you over a competitor.
Don’t go on rants about process or methods unless I ask.
“Don't be arrogant with non-tech savvy people... teach and inform.”
Be concise and clear when I ask you questions (as much as you can be).
Don’t react to my bad attitude. My crazy is not your crazy. I’ve got so much going on and this is just one spinning plate.
Language barriers can be gruesome. Figure out the best way to communicate and put your best native speaker on the phone.
Don’t make me put you off. You should be the first thing I want to deal with because it is fun and easy.
Project Management is not sexy or fun for a UX person. However, it is CRITICAL to do for a project.
Awesome easy tools are out there to organize your project. (Asana, Trello, JIRA)
Fail early and often – yes but only if you’ve talked about it first.
Create a culture of iteration, but if you blatantly mess up, fix it on your own dime.
“Mistakes are the portals of discovery” – James Joyce
“Failure is simply the opportunity to begin again, this time more intelligently.” – Henry Ford
Do what you say you are going to do.
Add in some freebies.
Developers had to do a release to fix some bugs and they added some features for free while they were in the code.
Check in with client after your portion of the project is over and give some feedback. Often this will turn into follow-on work.
No false promises.
“Don't say - Yes, we can do that. and then when it's time to do it say ‘Sure, we will do this but it will be XXX dollars more.’ Don't manipulate, please.”
BRDs and specs are dead but sharing information is not.
“Dare to innovate... but for goodness sake, document what you are doing.”
Annotate wires
MVP, V2, V3, etc
Conditional logic
Flows stemming from links / buttons that are not designed
Where to pull data from
Create workflows for the wires.
Create swimlane diagrams of epics (multi-channel product).
Create user stories (include a column for what pages are hit in that story).
Create journey maps to give that high level view of your customer.
Don’t wait until a big milestone to share work product.
Waste time & money.
Increases aggravation & frustration.
Share link to the live wires or visual design so I can see the current state of wires at all times.
If client sees something that is not right, they can correct it early.
Annotate wires (yellow box) with questions or use placeholders for things you haven’t done yet.
“Transparent progress reporting.”
If the client is wrong, tell them. This is why you were hired.
“In general being told, with convincing explanations and alternative solutions, that my ideas are not the best for my business goals. I love to learn from savvy and focused vendors who have my business success and value for money at heart. This is pretty sure fire way to get repeat business.”
Push the client to think about new technologies, workflows, designs.
Clients typically have far superior mental models about their business than their customers do. Ask “but is that realistic for your customer?”
Don't make me pay for my own work.
Expect vendors in other countries to assume the statement "all deliverables in English" means all deliverables and project communications in English
Don't sell what isn't your core expertise.
don't pretend you know their business/industry better than they do
Don't deliver shoddy work
Keep up with the latest advances, don't get stuck in a rut.
Pretend to know more than you do. Over charge
the reverse!!
Have weekly live call to talk about the project.
Write up a weekly status report of status of the project.
Any verbal of offline conversation should be documented in writing and shared with team.
Tag team members that need to know about any decisions or explanations that were done.
Don’t assume anyone knows or remembers anything.
Explain process
“I’m sure everyone knows this already, but just to make sure that everyone is on the same page.”
Recap what has happened prior to this email / meeting
“As a quick reminder,”
Create useful meeting invites
Title is something useful: Project Name - What you are doing
Include an agenda
Include location / conference number / online meeting link
Include number of hours for each deliverable
Include a shared timesheet
“transparent progress reporting”
Learn time management skills
Learn time management skills
My marketing vendor creates a strategy document every month and puts in more work if we do not see results. His team has also been very creative with ideas. Developers I have worked with has a detailed scope that gets discussed weekly. If I want to change priorities we discuss, come to an agreement and set new expectations. I have worked with all my vendors for over a year and this benefits all of us because we ultimately learn each their strengths and weaknesses and we learn to work together. I find the best strategy is to find a vendor that you can collaborate well with even if the vendor charges more. In the long run sticking with a vendor will yield a higher return than constantly looking for the best deal.