This month’s NY Tech Meetup was titled Rally for the Future. With almost 700 people in attendance at FIT’s Haft Auditorium, NYTM veered off its typical format of 7 presenters for 5 minutes each. Instead a wide variety of people gave impassioned arguments about how to bring New York to the forefront of the technology revolution. Some were compelling, others were unconvincing, and a couple were just plain strange.
Read my Twitter notes from the event below:
- NYTM is about to begin. Quite a lineup tonight! Can’t wait to see @tonybgoode on stage :)
- But the cell service at FIT still sucks
- Long rant by @heif telling us we don’t all need to be fixated on bringing 20th century problems into the 21st century. Some truth here
- It doesn’t help NY tech’s reputation when @heif constantly talks about how we need a “rebirth.” We aren’t dead. Look around
- Up now is the founder of Sustainable South Bronx. She’s talking about the factors that contribute to growth in at-risk areas.
- Up now is Transportation Alternative. He says we’ve become an urban society. Be healthy, work on sustainable technologies, walk places
- Now up is Ben from SeeClickFix. Report non-emergencies around cities by tagging them on Google Maps. It’s being used globally
- SeeClickFix has an incognito employee at the Department of Transportation who is anonymously using the site to fix problems around NYC
- Two dudes from U Mass Amherst are rallying us to scream FREEDOM and encouraging us fight to protect our freedoms.
- Now up is my dear friend @tonybgoode of @nwc! Wooohooo!
- - @tonybgoode telling us that in 10 years we’re all going to be working wherever we want. Laundromats, parks, daycare centers. Freedom
- Learn how to make the new working world a reality with @tonybgoode at http://bit.ly/nwcfuture conversation continues 2/12 @nwc
- Now up is @clayshirky on how the Twitterverse has gotten bland since it’s gone mainstream. I think I was talking about this last month
- - @clayshirky says that I’m the center of the universe. I knew it!
- Your diet affects your weight but your friends’ diets affect your weight too. Health is a social construct, not personal like we think
- Friend of friend networks may be the wrong scale. Studies show that we are affected by the 3rd circle (friends of friends of friends)
- This 3rd circle is the urban scale, or what @clayshirky likes to call the Serendipity layer. He thinks there’s unexplored value there
- “Narcissism has never been a bad business model.” — @clayshirky
- Mission statement for @NYTM is: “To support the NY tech community for its people and the world.” — Andrew Rasiej
- Andrew Rasiej says NYC is the best city in the world, but we need to do more to prove it. We’re stuck in the 20th century
- Guy from the MTA just up talking about how they”re putting out their data for “licensors” to make use of. Why not free? asks @orian
- Jacqueline of AcumenFund @jnovogratz is up now. She’s focused on using tech to bring dignity, not just wealth, to ppl around the world
- “The answers to the world’s problems aren’t that difficult. They’re fundamental to what it means to be human.” — @jnovogratz
- Now up is @aym The Alliance for Youth Movements. Using tech and social media to fight back against violence
- Editor of Tech Section of Huffington Post is up now talking about the future of media. “Media is put out before it’s thought out.”
- Rachel Stern of Ground Report is up now talking about the “new rules” of the new news economy. Real-time, never-ending cycle
- Citizen journalism in practice: 1st photo of US Airways flight landing on Hudson River was taken & posted to Twitter by non-journalist
- Jay Parkinson, pediatrician, is talking about the future of healthcare. Lots of numbers going up on the screen that I can’t capture
- - @lessin says we can no longer focus on small scope problems. “Real” problems have global scope and expand faster than we can control
- Reverend Billy and Church of Life After Shopping are parading down the aisles! #nytm http://tweetphoto.com/10278364
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Tags:Events·Innovation·New York·Twitter
I just got home from Savannah last night, and I’m already missing everyone terribly. The four days I spent there at IxDA’s Interaction10, their third annual conference, was one of the best conference experiences I’ve ever had (and as you may know, I go to a lot of conferences!).
Not only is Savannah a wonderfully beautiful, slow-paced, historic, elegant town, that on the whole pays extraordinary attention to customer service — the experience of the conference itself was designed to a tee.
This has been the case with the past two Interaction conferences as well, but something was missing last year when it was held in Vancouver. I loved the city, but the conference was held in two hotels, and didn’t have the same flourishes that I have come to expect from the Interaction Design Association (IxDA).
This year, back in Savannah (the inaugural conference was held here), the spirit of the community was at an all-time high. I went into it knowing I would be inspired by the sessions and excited to spend time with old friends, but I never expected that I would meet so many new people (some whom I knew from afar and some I had not yet heard of).
It finally occurred to me that the size of this “community” that I speak of so often is actually infinite. There is no boundary around us. We are always expanding, always moving into new corners, absorbing other practices, and finding people who are just starting to identify themselves. It’s so thrilling to know that we can never possibly all meet each other, that there’s always going to be someone new out there to teach us something we never knew, make us think in ways we haven’t considered, and generally elevate the visibility of our profession to the world.
As usual I captured the moments that meant the most to me via Twitter. I hope you enjoy living vicariously through the notes (or reliving, as the case may be).
See you in Boulder, CO! (I’ve already registered)
Day 0
- “Interaction 10 welcomes you! Welcome to Savannah!” (Don’t get that greeting at every UX conference!) #ixd10 http://tweetphoto.com/10398201
- Only one thing wrong with my beautiful hotel room at the quaint Planters Inn: no desk. That’s ok though cuz I prefer my lap.
- Free wi-fi in the hotel room at Planters Inn on Reynolds Square. Even the Sheraton doesn’t do that
- I somehow missed the memo on the total AWESOMENESS of the #ixd10 venues this year. Sessions being held in a restaurant, a pharmacy, a square
- Bummed that it’s so cold and windy in Savannah today. What’s a good place to go that’s indoors?
- Funny quirk about the elevators at Planters Inn: the two banks operate on two different sets call buttons, so make sure you push both
- At the Jepson Center for the Arts. Yes, that is a giant plastic bag tube that looks like intestines #ixd10 http://tweetphoto.com/10411916
- !!!!! RT @zakiwarfel: Time lapse video of design, sketching and prototyping for #rwtw #ixd10 http://bit.ly/atSOe5
- If you’re at #ixd10 and have a cartoonish avatar, please change it temporarily to your real photo so people can spot you and say hello!
- More !!!! from @russu http://is.gd/7HhDB #rwtw
- Downloading my first ever app to my iPod Touch…the IxDA Interaction10 app of course!
- @livebysatellite @lukanx @erinhawk @morville @dantemurphy @tuvafk @martytdx @robtannen @oyvindstrandbc @monicaferro @vickytnz @adenademonte
- That’s who I had a great dinner with tonight at Ruan Thai! Now we’re off to Moon River for beeeer.
Day 1
- #ixd10 starts now! I’m soo excited to hear what the amazing minds in our community are thinking about. Will surely leave me changed
- I really wish there were power outlets around the theater.
- Nathan Shedroff is giving the opening keynote. Is he not on Twitter?
- Shedroff says the only thing businesses can count on for lasting, organic growth is innovation. It’s the only true path
- “Everything we create is an experience.” But experience is essentially invisible, so it’s difficult for people to understand & value
- #nts Read Pine and Gilmore’s The Experience Economy
- Customers are looking for consistency across touchpoints with a company. Experiences need to be holistic to feel comfortable
- Companies should feel like one person. Customers can grow to know and understand that person over time = increase loyalty
- Designing experiences need to take several things into account. 1) Breadth = product, service, brand, name, environment, price
- 2) Trigger = sight, sound, smell, taste, touch, concepts, symbols. Consider the cultural implications about each of these when design
- I am not on top of my game on this live-Twittering. It’s still too early for me. Follow @bnunnally for amazing running commentary
- You need to understand how your customers prioritize them in order to design the most meaningful experiences
- Shedroff found there are 15 universal meanings: accomplishment, beauty, creation, community, duty, enlightenment, freedom, harmony…
- …justice, oneness, redemption, security, truth, validation and wonder. But everyone prioritizes them differently.
- What are the top 5 means for your organization? Ideally you should be doing research to find this out. And what about for yourself?
- Whoops, some tweets got out of order there
- There needs to be a UX conference at the expert level where speakers talk about concepts we aren’t already thinking about
- This is a good presentation but I feel like it’s for the wrong audience. CEOs & Product VPs need to hear this, we’re already doing it
- What’s the deal with wi-fi in The Olde Pink House ballroom?
- Wi-fi at the restaurant is hidden. Go to “Join Other Network…” and type PinkHouseWiFi it’s an open connection
- The lovely and amazing @bobulate is up now talking about Frames: Notes on Improvisation and Design
- @bobulate reminds us that many of our first experiences with improvisation was playing the game of Telephone as a kid
- Each person is reanalyzing and reinterpreting the phrase that’s passed along the circle. Tension between the creator and the consumer
- “That tension is where co-creation can happen” – @bobulate Signs of all kinds help us to improvise our way through experiences always
- @bobulate asks what if we allow for improvisation in the experiences we design. By putting frames into the design where it can happen
- @bobulate grew up playing instruments with her family. She was attracted to jazz because of its lack of constraints, improvisation
- She finds that jazz & design share many same values. @bobulate telling Miles Davis in converted church story, birth of modal jazz
- @bobulate playing some Chopin while we look at sheet music. This represents a closed system of design…
- Closed system: prior knowledge needed, a right and wrong way of doing things, a system of notation. While jazz is an open system
- Emergent systems of design require no specialized knowledge, judged on deviation from the original, no right or wrong behaviors
- @bobulate is looking at the shift from closed to emergent systems in history to learn from its lessons. This is gonna get real cool
- Attributes of improv patterns that are present across disciplines: 1) Present. 2) Detectable. 3) Responsive. 4) Additive
- Present = involves the audience. Detectable = requires no prior knowledge. Responsive = defines parameters in the moment.
- Lastly, and my favorite: Additive = accepts all offers. Yes, and. Collaboration. “Plussing” is what Pixar calls it
- @iamshimone Stephanie & woman-I-don’t-yet-know at front of room “improvising” by saying what first comes to mind looking at slides
- “Yes, and” exercise an example of “soloing” — the part of our brain responsible for monitoring shuts down and storytelling lights up
- “This brain activity is what we see when a person is dreaming. So as designers, how do we mimic this behavior in our experiences?”
- I’m now at @gregvassallo’s session on what living in the hospital for the year with his son & wife taught him about design consulting
- @gregvassallo & I went to CMU’s MHCI program together, & he’s a wonderful guy. Learn about his son’s story at http://loveforluca.com
- I know this story, but hearing @gregvassallo tell it from the beginning is incredibly moving. It’s giving me chills now
- NOTICE: The events scheduled for the Square today are taking place in the Lucas Theater
- @gregvassallo is talking about the experience of living in the hospital while his infant son was treated for a rare form of leukemia
- They decorated the hotel room, brought in a coffee maker, had all of Luca’s toys, made it their own. And the staff played a big role
- The slew of doctors that helped Luca over the course of the year is incredible, but there were other folks who aided in the process..
- Music and art therapists, clowns, knitting teachers, and more came to help both Luca and his parents get through the experience
- Healthcare related to design consulting = both coordinate large, interdisciplinary teams, explore multi solutions to complex probs
- Both require building consensus and trust, iterate and change course, charge a lot of money
- Don’t feel like you have to have all the answers by yourself. 5) It’s ok to disagree. Not everyone on the team will feel the same way
- 6) Admit to mistakes, and learn from them. Be honest about where you went wrong. What are you going to do better next time?
- 7) It’s ok to say, “I don’t know.” Because when you do know, it will give people a lot more confidence in your answers.
- 8) Treat the patient, not the illness. An illness is like a fully formed design challenge. You might be missing the big picture
- 9) Methodology can only take you so far. (amen) Don’t fetishize the methodological process or you’ll end up obscuring the design prob
- @gregvassallo did an incredible job. Such poignant and relatable lessons. Make sure to check out http://loveforluca.com to learn more
- I’m getting chills listening to the comments & questions from the audience. It seems people were really moved by @gregvassallo’s talk
- Lunch at The Olde Pink House with @rayraydel @cchastain @michelet @lwcavallucci and @nickheise … and many other #ixd10 -ers
- Rain = not awesome
- Fabulous discussion about interaction design education and profession taking place in the Lucas Theater
- From Observing Failures to Provoking Them has *packed* The Olde Pink House. Nicolas Nova talking about failure of automatic devices
- The “individual-blame bias” is when people don’t think they know enough to figure something out. Read sociologist Everett Rogers
- I love this concept of failure as a design technique. By creating failed uses you can identify new ways to invent the future
- Can someone explain how tonight’s festivities have changed? Sounded like what’s already on the schedule.
- Lovely dinner @ 700 Drayton w @russu Nicolle @stellargirl @yoni @annaknoll @stephenanderson @zakiwarfel @judyphilip @megfrisch @uxjam
- It will be disastrous if I don’t meet @willsansbury and @lorenbaxter by Sunday
Day 2
- Oops. Got to the Day 2 opening keynote late, so no live-Twittering for me. I’ll step up my game next session
- Manzini is talking about interaction design as social service design, right? Can we agree now that they’re the same thing?
- Interaction design = changing behavior through the interface of a system = service design /cc: @livlab @mojoguzzi
- I’m really jiving on this talk. I think the world that Manzini is talking about is much closer than we all realize
- I’m at @timoarnall’s Designing for the Web in the World. He’s starting out by talking about RFID tags embedded in all sorts of goods
- @timoarnall is showing some videos on experiments of new, more playful, explorative interactions using RFID-enabled phones
- RFID waves are invisible, but how might we start thinking of it as and working with it as a design material?
- Watching videos so it’s harder to capture the essence of what’s happening. Instead of RFID for simply identification, adding emotion
- Nike is the prototypical RFID product. A shoe that talks to the web, a few years ago would have seemed radical, now it’s common
- Glanceable displays that are physical in the environment, not necessarily a screen, in your peripheral attention that give you data
- Nike data being sent to Twitter creates an immediate satisfaction that validates and encourages your behavior.
- I love how soft spoken @timoarnall is. The audience is hanging on his every word
- There’s a long-term incentive in using an object for a long time, that changes your use of it over time and your relationship to exp
- This is exactly the kind of session I love at a UX conference. Lots of real world examples of the work we could be doing, how and why
- Yay! The super awesome @k is now presenting Augmented Reality: Is It Real? Should We Care? http://bit.ly/12B84N
- Augmented Reality term invented 18 years ago by Tom Caudell at Boeing. It’s mixed-reality (live and not), not virtual reality.
- We already have augmented reality. In football, the first down yellow line is layered on top of the feed, not actually painted :-P
- Check out the RJDJ iPhone app: http://www.youtube.com/watch?v=f1LuxWeo11w http://rjdj.me/ Music beats react to your environment
- @k asks, why if AR has been around for a while are we paying attention to it now? Camera phones more prevalent, better connectivity..
- GPS more prevalent on phones, compasses, etc. The tech has caught up making it more useful and ubiquitous
- LEGO is already using augmented reality in their stores. Check out how hot this is! http://www.youtube.com/watch?v=PGu0N3eL2D0
- TOPPS has 3D live trading cards! http://bit.ly/xrfXe and AKQA did a demo for a USPS virtual box simulator http://bit.ly/PsNBc
- But @k is noticing a lack of design patterns across AR tools. They aren’t consistent and aren’t very usable either
- GPS isn’t totally accurate. iPhone has a disclaimer that says, “The gps on your iPhone can be off as much as 100 meters…”
- But some aspects of tech aren’t there yet. Image recognition, processing on mobile, RFID proliferation. Challenge to getting it right
- When trying to use GPS indoors, iPhone displays a figure 8 to help calibrate. “Makes you feel like you’re trying to cure hiccups” @k
- CScout Japan’s Cosmetic Mirror lets women preview how make-up will look on their face: http://www.youtube.com/watch?v=R5zZ5qZP5Ok
- @k says Nokia is working on optical character recognition for sign translation http://bit.ly/cqLAqy “That’s Star Wars right there”
- Another awesome project is BMW’s training for mechanics using AR http://bit.ly/aj14vi
- Smartphones are increasing rapidly. 42% market share as of Dec 2009. This will help extend the usefulness of AR apps
- Augmented reality contact lenses: http://bit.ly/DrY8Z Google Goggles, visual search app for Android: http://bit.ly/71IO2p
- @k says we’re hardly in the game. US searches for augmented reality not even in the top 10. South Korea, Singapore, Malaysia at top
- Augmented reality is more than just useful, creates immense pleasure for ppl using it. Feels like much more than looking at a screen
- Check out @k’s augmented reality ghost-hunting game for the iPhone http://arghgame.com/
- @k quotes William Gibson “The future is already here; it’s just not evenly distributed” Groans from the audience. But isn’t he right?
- Audience asking about the relationship between AR and remote technology (like ubiquitous tech in the home). @k says they’re different
- Fascinating quote in other session! RT @bnunnally: OH: “Is Twitter the new ‘god’? Something that always tells us we are never alone.”
- Yummy lunch and stimulating conversation with @k @lorenbaxter and @jonny_sf at the back bar of the Olde Pink House
- Damn, I’m late to @livlab’s talk Ceci N’est Pas Une KPI. Live-Twittering starts now!
- Numbers out of context don’t have meaning, but they answer questions and we need to pay more attention to them as designers
- @livlab’s talk title comes from this iconic image which means it’s a representation of a pipe, not an http://tweetphoto.com/10602239
- “We don’t need to define user experience in order to measure it.” — @livlab “You can improve what you can’t understand”
- Numbers help us define where we are, not what we need to do — that’s design research.
- Context sets the frame for what KPIs make sense. Consider your specific objectives and users. Check http://kpilibrary.com for ideas
- KPIs are a measure of how successful we are on delivering on our goals. Whoever owns the KPIs can direct the internal conversation
- @morville’s UX honeycomb helps us move past usability, so our KPIs should reflect that expansiveness as well. Consider all facets
- Adaptive Path’s Linking Elephants: business problem > desired behavior > behavior metric > value metric > financial value
- Still @livlab says that’s not a KPI because it isn’t a direct, concrete measure — though it does help frame the problem space
- KPIs are concrete metrics (quantifiable/measurable), relative (to predefined goals), understood in context and about behaviors
- I love numbers and I love that @livlab talked about numbers and I love @livlab!
- @livlab is likely to be the most significant thoughtleader in the next wave of the field of UX. Her approach to her work is inspiring
- Can’t wait to go home & dig into http://kpilibrary.com. Lends itself so well to cross-section of UX/business consultant I’m becoming
- @livlab is launching into her UX Health Check and I’m realizing this should be its own talk. People are hungry for this analysis!
- I meant workshop! @livlab already has this as a talk. I want guidance on how to do this for one of my clients
- Paola Antonelli says that she is more comfortable with objects than she is with people. They talk to her about their properties
- Check out http://significantobjects.com Seemingly insignificant objects from thrift stores & the like paired w/ writers enhance them
- “This is the Tamagotchi. I hate the Tamagotchi.” — Paola Antonelli Why? Because 2 months after her brother’s died, he died. Woah.
- Objects can take on personalities as we integrate them into our lives. My Roomba has one. http://bit.ly/9qW0ed
- Have you seen Laser Tagging by the Graffiti Research Lab? Using lasers to write on the sides of buildings http://bit.ly/91TFh0
- Wow, such great photos coming across the screen from Paola Antonelli, but I can’t possibly capture them all.
- Paola Antonelli is the senior curator of the Department of Architecture and Design at the MoMA in NYC. http://bit.ly/cum6T0
- All of this is where interaction design becomes art. A really fuzzy line, something interesting for us to explore, understand purpose
- Networks/systems make the devices themselves irrelevant. You can replace your iPhone without caring much. It’s the data that matters
- Paola talking about information designers in a way I havent heard the term used before. I think of info designers as IAs, not artists
- Paola is talking about putting together an exhibition on the @ sign and its evolution in use http://en.wikipedia.org/wiki/At_sign
- I really liked what Paola had to say. It wasn’t revolutionary, but it was a new frame of the subject, succinct, and well illustrated!
- Great Q from the audience: how do you gather this information? She says she uses everyone she has. Emails everyone, travels, etc
- @chrisfahey is blowin’ up! Paola talking about his talk. So bummed I missed it today, man. You must reprise at home…please? :)
- How late does the shuttle run TO the Gulfstream Center tonight? We’ve got a group of 17 at the Olde Pink House ready to head over
- @andrewmaier @petermarch @likehow22 @ixdiego @bnunnally @mkammerer @fritzism @rayraydel @kevinfarner @ambroselittle @dlichaw @erova…
- … @alexislloyd @dantemurphy @elimalone @jonesabi @hilaryue That’s who we had dinner with!
Day 3
- Day 3 is starting now with @cchastain’s Thinking Like a Storyteller. Go Cindy!
- @cchastain showed a series of recent tweets discussing the importance of storytelling in interaction design. Not everyone agrees
- User stories, personas, scenarios, storyboards, comics, brand stories, product stories. They’re a communication tool and a framework
- Most importantly, there are *self-narratives* — the stories users tell themselves as their using a product. How do we optimize it?
- What can we learn from the *discipline* of storytelling that will help us design for more meaningful & engaging product experiences?
- Slow disclosure = a narrative that engages us both cognitively and emotionally, that ultimately leads to a surprise
- If we had better understanding of how stories are crafted, we’d have better understanding of how to craft deeper kinds of engagement
- All stories are, “in their general conception, modes of imitation.” — Aristotle. They’re all representation
- What makes stories different are their: objects, medium, manner. Two manners of storytelling: narrative/telling & dramatic/showing
- Aristotle 8 qualitative elements of drama: plot (events), character (agents), thought (ideas/theme), diction (lang.), song (pattern)
- In interactive products, the user is also an agent or character who can effect the outcome of the narrative — @cchastain
- Every decision a user makes in a system, the system has a response. Those back and forth actions continue through the interaction
- We need to be aware of the narrative flow we’re creating in an interactive product, in order to attend to it and enhance it
- Plot: to understand a film’s story is to grasp what happens & where, when & why it happens. Are we being clear about those elements?
- We need to do a better job gently and purposefully ending our stories in interactive products. Things end much too abruptly now
- The essence of @cchastain’s msg is to be more thoughtful about the stories we want people to tell themselves as they use our products
- I’m at @erova’s UX Show & Tell. A series of ixds are going to shand up and show us their work. I love this! @semanticwill up first
- @semanticwill is clearly illustrating how prototypes can be more useful than wireframes: conditional components
- @emenel showing a mental model he created. It’s not the work behind these that scares me, it’s the production work. Share a template?
- Great tip from @emenel: if you make an HTML prototype and then save it as PDF, it’s a vector file that can be zoomed into w/ no loss
- Check it out! RT @chrisfahey: My “Human Interface” presentation is up on Slideshare, refreshed and up-to-date: http://bit.ly/8lHk10
- @gretared’s talk is amazing. I’m regretting not live-Twittering it now. Really inspiring work. I’ve gotta find a way to do this stuff
- People care a lot about the output, but not at all about the product — @gretared
- Approach your designs from an impressionistic perspective! @gretared
- Being too process driven gets you to a predictable place. Break out of your own flow in order to create the real revolution
- Come get a last-minute brew with @eduardoortiz and me at Moon River
- Back at home after an incredible four days in Savannah at #ixd10. I miss everyone already. Met so many new people and still had more to meet
- If at any point I said I’d send you something, wanted to talk to you about something, or just said “remind me,” please remind me :)
Endless congratulations go to the co-organizers Bill DeRouchey and Jennifer Bove, Samantha Soma, Will Evans, Todd Zaki Warfel, Dave Malouf, Jonathan “Yoni” Knoll, and the endless other volunteers who made this wonderful conference happen. Thank you for your tireless efforts and desire to create a special experience for us.
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UXmatters just published the fourth article in my bimonthly column, Client Matters, where I give UX professionals an honest look at initiating and managing relationships with clients.
The latest article is titled, Ironclad Contracts: Tougher Than a Pinky Swear. In it I expound on how to determine the nuts and bolts of your client contract: the various payment structures and payment schedules to consider; how to handle changes in project scope; how to craft a contract; determining whose contract to use — and at the very end I scare you into reading the fine print by telling you what happened to me when I didn’t.
You’ve passed the seduction phase. You’ve made the client fall in love with you. You’ve determined the terms of your engagement. Now, you need to make things official.
When I used to do freelance on the side, while still employed full time, I never got my clients to sign contracts. I didn’t see the point, and I hated the formality. It felt stuffy, and I thought it would be a turnoff to my clients. Instead, I outlined a loose schedule and process in an email message, told them the dollar amount, then got to work while I waited for the check. If I didn’t get things done on time, it was no big deal, because my clients’ expectations of my commitment were pretty low. If the check came later than I was hoping, that was no big deal either, because I had my salary to rely on. All in all, everything was fine.
But once I quit my job to do consulting full time, all of that easy, breezy stuff had to change. I needed protection. And so did my clients.
I’m going to tell you right now, the legal part of consulting isn’t fun. All of the good will you’ve built up with your prospective clients during the getting-to-know-you phase is going to be tested. It’s entirely possible your budding relationships won’t make it. Sometimes people get touchy about the details, and seeing them all on paper can make people uncomfortable. You’re essentially asking your fiancée for a pre-nup. It’s going to be tough, but trust me, it will be worth it.
Everything you figured out during your scope-definition process lays the groundwork for the terms of your contract: the activities you’ll be conducting, deliverables you’ll be producing, your intended schedule, costs. But there are some crucial elements you and your client still need to agree on: payment structure, payment schedule, overage policy, change request policy, and the dreaded termination agreement.
Read the full article on UXmatters, and stay tuned for future articles in my Client Matters column.
Huge thanks goes to Matt Nish-Lapidus, Justin Davis, Livia Labate, Jared Spool, Kyle Soucy, Katherine Gray, and Josh Evnin, who shared their best advice on contracts in pithy and well-constructed one-liners.
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This post is two months overdue. Somehow I never linked to the third article in Client Matters, my bimonthly column in UXmatters, where I give UX professionals an honest look at initiating and managing relationships with clients.
Published in December 2009, the article is titled, Needs + Resources + Location + Schedule + Budget = Scope. A bit longwinded, I know, but important nonetheless. In the article I discuss all of the considerations that must go into determining the scope of a project before you sign the contract and begin the engagement. My goal is to get people to recognize that they should take the reigns over determining what chunk of work to bite off and why. Don’t let yourself get bullied into taking on something that’s just plain unrealistic!
Now that you’ve convinced a client they want to work with you, it’s up to you to define the terms of your working agreement. Your goal in the contract negotiation process is not to determine the best price, but to most accurately define the scope of your project. This is possibly the most critical factor in the success of your project, and it’s something most consultants completely fail to follow through on.
A Statement of Work (SOW) formally defines the scope of the activities and deliverables for a project. BusinessDictionary.com defines scope as the “chronological division of work to be performed under a contract or subcontract in the completion of a project.”
Some clients have a very specific chunk of work in mind, while others just know they need help. In either scenario, use your expertise to determine the appropriate amount of work to tackle, according to several key variables: needs, resources, location, schedule, and budget.
You must—I repeat, must—get all of these variables nailed down before you sign a contract or start a stitch of work. I will go into the details of contracts in another column, but suffice it to say that making the effort to determine the specifics ahead of time is always worthwhile, to ensure your contract clearly defines and establishes the terms of engagement with your client.
I’ve used the equation in my title quite purposefully: Needs + Resources + Location + Schedule + Budget = Scope. If you reduce any of the variables of your project, you must also reduce the overall project scope—and vice versa. A smaller budget, smaller scope. Fewer resources, smaller scope. Better location, bigger scope. Greater needs, bigger scope. To best understand this synergistic relationship, let’s go through each variable one by one.
Read the full article on UXmatters, and stay tuned for future articles in my Client Matters column.
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