The design
profession is full of happy folks, and understanding why so many designers
enjoy their work is not hard. But not all are so happy.
If you’re not
careful, the joy of getting paid to pursue your passion can be tainted by the
less joyous realities of the professional world.
You see, no matter how skilled you are as a designer, unless you are equally prepared in professional matters, your prospects will be limited and your circumstances compromised. This is true whether you work freelance, for an agency or in-house with a company.
You see, no matter how skilled you are as a designer, unless you are equally prepared in professional matters, your prospects will be limited and your circumstances compromised. This is true whether you work freelance, for an agency or in-house with a company.
Every week I hear
from designers who are struggling to come to terms with these realities.
Unhappy with their current circumstances, they write to ask for advice on
improving their lot. Usually, they either claim not to understand how things
got so bad, or they lay the blame somewhere other than at their own feet. In
every case, however, the sole cause is their poor choices and lack of
professional acumen. It needn’t be so.
Professional Diagnosis and
Solutions
Here, I’ll
paraphrase a few emails I’ve received from designers seeking advice. For each,
I’ll diagnose the situation, explain in no uncertain terms what should have
been done to avoid the situation and suggest a strategy the designer can follow
to improve his or her circumstances.
These
circumstances are not uncommon. Many of you reading this are likely
experiencing similar problems… or may at some point in the future. I hope that
the information, advice and strategies presented here will help you avoid these
and other problems.
1. Getting started as a
freelance designer
Question: “I recently graduated from design school and have started
freelancing, and I’m wondering how you get clients? How do you get your name
out there?”
This person may
just as well have jumped out of an airplane and then asked, “Now, how do I go
about finding a parachute? Oh, and should I land somewhere specific? How
exactly do I do that?” Even so, this lack of foresight is quite common. The
immediate lesson is that you shouldn’t become an independent professional with
little to no professional experience, with no prospects and knowing little to
nothing about the business.
Fresh out of
college or design school, you’re not a professional; you’re a technician (by
definition, the opposite of professional). For the next few years you should be
acquiring the skills, knowledge and understanding required of a design
professional. The place to do this is in the company of peers and under the
wings of mentors: at an agency or in-house with a company. The successive
lessons and builtin support system inherent in these environments are essential
to a designer’s professional development.
The way to “get
your name out there” is to establish a pattern of excellent work and a
reputation for integrity over several years, while you let your agency or
company carry the burden of acquiring clients and running the projects. If you
are any good, in time you will earn the respect of your peers and superiors,
establish a good reputation (spread by word of mouth) and acquire professional
acumen. If in that time you make any effort at all to share your work and
thoughts with the wider design or business community, your name will become
known (through word of mouth and your portfolio or blog), and your reputation
will be built on substance rather than on social marketing’s smoke and mirrors.
This would be the
appropriate time to embark on a freelance career.
As a freelancer,
you’ll be running the whole show. So, you’ve got to be an ace at finances and
budgeting; at speaking with and converting potential clients; at knowing what
to discuss in order to weed out unsuitable potential clients; at preparing all
manner of legal and project-specific documents, writing proposals, project
management, intra-project client communications (and being the confident,
unflinching pro in the face of every client request, question and distasteful
situation); at dealing with dozens of types of unforeseen issues without
hesitation; at maintaining tax information and constantly preparing various tax
and business forms; at marketing, preparing and maintaining your own branding
and identity, with its various elements; and at knowing how to begin and
conclude all kinds of projects confidently. Oh, and you’ll also need a constant
flow of interested potential clients. If you’re not confident and accomplished in
all of these areas, then you’re not ready to be a freelance designer.
Freelancing is
only suited to seasoned professionals. Pursuing a freelance career as your
first step in the profession is almost always a foolish move. Professionalism
is maintained by habit. If your first step is a misstep, you’ve set a poor tone
for the work ahead. Unless you immediately correct your mistakes, the habits
you’ll develop will be clumsy and unprofessional.
2. How to explore what the customer wants
Question: “I’m not very good at the discovery meeting with clients.
I’m never really sure what to ask or how to figure out what sort of design
they’re looking for. My project manager or C.D. usually ends up asking most of
the design questions. What’s the best way to handle this situation?”
This is a common
issue for designers at agencies, especially those with little experience.
Luckily, an agency is a good place to gain experience and competence. But the question
signals a few issues that require attention.
First of all,
design questions are not really appropriate during the discovery process.
Granted, specific
branding constraints may need to be defined and understood, but the design you
will craft will come not from the client’s judgment and understanding of design
but from yours alone. The design will be your articulation of what they need,
based mostly on their business aims, the website’s purpose, their customers’
needs and expectations, the end users’ specifics and so on. In fact, if you ask
no design questions at all, you’re probably on the right track.
Imagine for a
moment that you’re a physician trying to determine the best course of treatment
for your patient. In that situation, you would not ask the patient what he
thinks should be prescribed. Instead you would inquire about his symptoms,
history, environment, physical needs (e.g. is he a pro athlete, or does he
simply need to be able to get around normally?). The answers to these questions
will define the constraints and indicate the appropriate course of action. Your
patient’s opinion on what prescription would be appropriate is likely
irrelevant; he came to you because he lacks the ability to help himself. Go
into the discovery meeting prepared. Before the meeting, learn as much as you
can about the company, its history and its past and current activities. Script
a list of questions—some specific to this client and some appropriate for any
client—to get the ball rolling. These questions will serve as a springboard to
more in-depth discussion, which in turn will flesh out what you need to know.
One more thing:
you’re the design professional and it’s your responsibility to conduct the
project successfully. You (not the PM or CD) should be driving the discovery.
Use your time at the agency to improve your discovery skills, taking on more
responsibility with each successive client. Reflect on each project’s discovery
process, and look for ways to improve the process and your questions. With time
and effort, you should become competent in this essential part of the design
process.
3. Charging comps – what is the usual number?
Question: “Some of my clients expect three or four or even more
comprehensive layouts (comps) from me. That's a lot of work, and I would prefer
to show just a couple. Should I just charge more if they want more comps? How
do some designers get away with just one or two for all of their clients?”
These are
interesting questions, and they beg a couple more:
1. Why
is this designer allowing his clients, who are not designers, to set the number
of design comps?
2. Why
is he letting quantitative preference rather than qualitative necessity frame
his understanding of the issue?
Good design is
not found by picking from a pack of arbitrary options, but is rather the result
of deliberate, contextual choices. Taking a scattershot approach to design is
in no way effective. Your clients may not appreciate this, but you certainly
should! Your responsibility is to ensure that your clients don’t shoot
themselves in the foot.
The only person
who knows how many design options are appropriate is you: the designer who is
engaged in the process. And in almost every case there is one best design
solution. Sometimes another compelling direction is worth considering and
presenting to the client, but this cannot be known until you have fully engaged
in the process, conscious of the parameters specific to that project.
In most cases,
you’ll explore a host of options during the design process. A thorough exploration
will cull a majority of the trials, leaving only the most appropriate and
compelling candidate(s) – one or two. These and only these design options
should be shown to the client. Inferior designs should never be presented, even
to fulfill a request for more options (options for what: mediocrity?).
As a freelance
design professional, or even as an agency designer, your responsibility is to
define how many design options to present in a given situation. If a potential
client insists on a less effective and less professional process, do not agree
to work with that client.
Compromise never
brings excellence and has no place in design or professionalism. If you become
comfortable making this sort of compromise, other compromises will also become
easy for you. Your clients deserve and are paying for more than a compromised
design.
4. Driving the design process in
an agency
Question: “I seldom get to meet my clients before I present design
comps to them. By that point, the projects almost always become a tiresome
series of re-workings of my original ideas. How can I change this?”
One wonders what
these original ideas were based on if the designer has never met the clients.
If so, either 1) this person is at the wrong agency, and/or 2) this person
lacks the professional understanding or the backbone to insist on being the one
to decide how the agency should structure design projects and client-designer
interaction.
Relationships are
built on trust, and trust is born of experience and understanding. Your client
cannot trust someone they have never met and whom they know nothing about. So,
when designs are presented by someone the client has never met, no wonder the
client is a bit reticent and inclined to second-guess the designer’s decisions.
These and the ensuing problems are all a result of the designer’s failings.
Yes, it’s on you. Always.
As the designer
and an aspiring professional, you must insist on driving the design process.
This means that you must be the one to meet with the client in the beginning.
If a project brief is required, you must be the one to create it, based on your
direct conversations with the client and his team.
If your agency
has a process in place that prevents you from fulfilling your responsibilities,
your options are either to change the process or to find a better agency.
Anything less relegates you to an irresponsible practice in an unprofessional
environment. Hopefully, this is not acceptable to you, because it would erode
the habits you are professionally obliged to cultivate.
5. Jugding one's communicational
skills
Question: “I love to design, and I think I’m pretty good at it. But
I’m not comfortable talking to clients. Whenever I’m on the phone or in front
of a client, I get very nervous. I think my nervousness makes me seem less
capable, and I’m pretty sure I lose some of my client’s confidence. What can I
do to correct this? Should someone else do the talking?”
Effective
communication is one of a designer’s most important jobs.
Every communication, whether by email or phone or in person, is an opportunity to demonstrate value and win confidence. And if you don’t demonstrate value, you’ll seldom win confidence. Like in one of the examples above, you may simply not be prepared to be a freelance professional.
Every communication, whether by email or phone or in person, is an opportunity to demonstrate value and win confidence. And if you don’t demonstrate value, you’ll seldom win confidence. Like in one of the examples above, you may simply not be prepared to be a freelance professional.
If you fail in
communicating, no matter how skilled a designer you are, you won’t get the
chance to ply your skills very often, and seldom for the best clients. The best
clients are those who invest complete trust in their designers. That trust must
be earned before any actual designing happens (see item 4).
And no, someone
else should not do the talking. The design professional’s job is to show
confidence when dealing with clients. No one else can communicate your value or
win trust for you. The reason clients distrust those who do not communicate
with confidence is because this trait signals other incompetencies. This may
sound harsh, but it’s a fact: if you’re not confident, it is because you lack
capability (whether professional competence, design skill or perhaps
vocabulary)… and you know it. Address this void, and your confidence will shine
through.
If you lack
confidence in conversation, start to address this deficiency immediately or
find another calling. Otherwise, you may have a bright future as a production
artist somewhere, but not much of one as a design professional. Design
professionals are experts at every aspect of interacting with people.
Confidence aside,
it goes without saying that excellent vocabulary is an important component of
effective communication. People judge you by your words, as well they should.
Knowing this, your professional responsibility is to work on your vocabulary,
just as you work on your design ability: daily.
Beyond Design – Aspects of Professionalism
Skill in design
is only part of what defines a competent professional.
Professionalism is also measured by integrity, preparedness in handling and interacting with clients, and breadth of understanding in the myriad of issues that will confront you in the course of working with others (whether clients, co-workers, employees or others).
Professionalism is also measured by integrity, preparedness in handling and interacting with clients, and breadth of understanding in the myriad of issues that will confront you in the course of working with others (whether clients, co-workers, employees or others).
Professionalism
is also measured by how well you uphold ethical standards in making the
difficult decisions in every area of your work.
Talent and skill
can make you a technician; and a technician is, as we noted, not a
professional. For context, think of traditional professions: lawyers, doctors,
architects. The enormous responsibility they are entrusted with, and their
ability to carry out that responsibility across the scope of their work, makes
these people professionals. Thus, an able professional would not be troubled by
the questions posed in this article. Rather, they would know precisely how to
proceed or how to circumvent these issues. If you have any of these questions,
you may not be prepared to be a design professional.
All of these
situations result from designers believing that being a good designer is good
enough. This profession has little room for those who lack a professional’s integrity
and broad understanding.
Designers who are
willing to compromise and simply accept the faulty decisions that are handed to
them have had their profession stolen from them. These designers have no
business working with clients who pay good money for professional service.
Be better than
this. Your first step to success is to assume your rightful responsibility for
everything that involves you. Dissatisfied with the flawed structure at your
agency? You chose to work there; change your circumstances. Frustrated by your
perpetual lack of prospects and stalled reputation? Sounds like you’ve got
deficiencies to address.
Overwhelmed by
the challenges and complexities inherent in freelancing? You probably started
freelancing without sufficient preparation.
Fix it. You fix it. It’s all on you.
Designers: you
get paid to do what you love. How great is that!? But this fortunate and
enviable situation leads to fulfillment only if you take full ownership of your
profession. Otherwise, you’re carrying a time bomb. When it goes off, your
career will either falter or be blown to smithereens. Don’t let this happen to
you. Educate yourself. Have the courage and integrity to habitually make good
choices so that you enjoy a long and happy career as a design professional.
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