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Everything I Wish
I Knew ...

Daniel Schutzmith
Who Am I?
www.graphicdefine.org
www.choppingblock.com
Everything I Wish I Knew About Running a Design Studio
School of
                                                                                                           VISUAL ARTS



209 East 23 Street, New York, NY 10010-3994 Tel 212.XXX.XXXX Fax 212.XXX.XXXX www.schoolofvisualarts.edu
Presentation Slides
& Worksheets:

http://how.graphicdefine.org
The Top 5
Things I Hear
Top 5 Things I Hear




5. Have a tough time
     finding new projects.
Top 5 Things I Hear




4. Estimating the cost
     of a project too
     high/low.
Top 5 Things I Hear




3. Not following a
     project process.
Top 5 Things I Hear




2. No signed contract
     and/or not sure how
     to make a proposal.
Top 5 Things I Hear




1. Not sure how to plan
     for the future.
5. Have a tough time
   finding new projects.
New Business
New Business


“I wish I'd had more
sales training before
starting my bus.”
- Stephanie Sharp
 Sharp Designs
New Business




   Put a Process
     in Place
New Business

1. Identify Prospects
New Business

1. Identify Prospects
2. Contact Prospects
New Business

1. Identify Prospects
2. Contact Prospects
3. Sales Meeting
New Business

1. Identify Prospects
2. Contact Prospects
3. Sales Meeting
4. Close the Sale
New Business

1. Identify Prospects
2. Contact Prospects
3. Sales Meeting
4. Close the Sale
5. Follow-up
New Business




    Sales = Fear
New Business




         WORKSHEET:
          Anti-Hard
         Sell Success
New Business


     Daylite

                Highrise




               Salesforce.com
New Business




Know Who Your
   Client Is
New Business
New Business




        WORKSHEET:
       Client Wish List
New Business




 New Projects
Are Everywhere
New Business
New Business




   Listen More
  Than You Talk
New Business
New Business




      Know Your
       Product
  ( Hint: It is NOT your style or
  your superior design skills )
New Business
New Business




 Friends Will Tell
  You the Truth
New Business
III. Getting   Clients




   Repeat Clients
       Are
    New Clients
Marketing
Marketing


     Good
   Marketing
   Means Less
  Need for Sales
Marketing




         WORKSHEET:
        Marketing Plan
Marketing




    Over the Top
      is Good
Marketing
Marketing
Marketing




            Have a
            Press Kit
Marketing




        WORKSHEET:
    Press Kit Ingredients
Marketing




 A Press Release
 Compliments a
 Project Launch
Marketing




             WORKSHEET:
            Press Release
               Advice
4. Estimating the cost
   of a project too
   high/low.
Scoping a
 Project
Scoping a Project


“Don't tell a client
‘yes’ when the
answer is really ‘no’.”
- Mike Buzzard, President
 Cuban Council
Scoping a Project




           Scope
Scoping a Project




              Time
Scoping a Project




              Cost
Scoping a Project




        WORKSHEET:
       Quality Triangle
Scoping a Project




          WORKSHEET:
           Project
            Scope
Scoping a Project




           WORKSHEET:
            Project
            Pricing
Scoping a Project




           WORKSHEET:
           Scheduling
Scoping a Project




             Microsoft Project
3. Not following a
   project process.
Project
Management
Project Management




“Plan, plan, plan!”
- Eric Breitbard, SVP
  Schematic
Project Management
Project Management




   Identify Your
     Process
Project Management




            4 D’s
Project Management


1. Discovery
Project Management


1. Discovery
2. Design
Project Management


1. Discovery
2. Design
3. Develop
Project Management


1. Discovery
2. Design
3. Develop
4. Deploy
Project Management


            Microsoft Project




       Studiometry
Managing
 Talent
Managing Talent




  Assign Tasks /
   Objectives
Managing Talent




       Check in
       Regularly
Managing Talent




      Let People
       Screw Up
Managing Talent




  Preach Time
  Management
Managing Talent




  Weekly Status
   Meetings
Managing
the Client
Managing the Client




  Assign Tasks /
   Objectives
Managing the Client




Keep Consistent
Communication
Managing the Client




One Channel of
Communication
Managing the Client




       Be Honest
Managing the Client




 Under Promise,
  Over Deliver
Standardize
 Everything
(its OK to be anal)
Standardize Everything




    Standardize
    File Structure
Standardize Everything
Standardize Everything




      WORKSHEET:
   Ways to Standardize
Standardize Everything




            Retain
            Ideas
Standardize Everything




          WORKSHEET:
           Idea Tools
2. No signed contract
   and/or not sure how
   to make a proposal.
Legal
Mumbo
Jumbo
Legal Mumbo Jumbo


“No matter how close a
friend or client may be,
never sway from your
business practices.”

- Kathryn
 Rural City Creative
Legal Mumbo Jumbo




Don’t Be Scared
 of Contracts
Legal Mumbo Jumbo
Legal Mumbo Jumbo




   Rely on Your
   Legal Team
Legal Mumbo Jumbo
Legal Mumbo Jumbo




Get it in Writing
Legal Mumbo Jumbo
Legal Mumbo Jumbo




        Define
       Payment
       Logistics
Legal Mumbo Jumbo
Proposal
Ingredients
Legal Mumbo Jumbo


“The client is not an
idiot.”
- Jeffrey Zeldman, President
 Happy Cog Studios
Proposal Ingredients

Proposal Ingredients:
• Cover Page
• Contact Information
• Stake Holders
• Scope
• Objectives
Proposal Ingredients

Proposal Ingredients:
• Target Audience
• Deliverables
• Process
• Milestone Schedule
• Payment Schedule
Proposal Ingredients

Proposal Ingredients:
• Fees
• Strategy
• Company History
• Principal Bios
• Case Studies / Awards
Proposal Ingredients




           WORKSHEET:
          Ingredients of
            a Proposal
Proposal Ingredients




           WORKSHEET:
            Project
            Pricing
Tips for
Successful
Proposals
Tips for Successful Proposals




          Get a
        Copywriter
Tips for Successful Proposals




   Use Templates
Tips for Successful Proposals




    Be Organized
Tips for Successful Proposals




              Avoid
              Bullshit
Tips for Successful Proposals




           No Sales
            Lines
Tips for Successful Proposals




           No Spec
            Work
Tips for Successful Proposals




          Focus on
           Process
Tips for Successful Proposals




       Don’t Delay
1. Not sure how to plan
   for the future.
Working on
Your Business
Working on Your Business

“I wish I knew how
important it was to reach
out for help before I was
in over my head.”

- Florence Haridan
 Gathering
Working on Your Business




       Rely on
     Professional
         Help
Working on Your Business




     Understand
     Your Books
Working on Your Business




       Create a
     Blueprint for
       Success
Working on Your Business




         WORKSHEET:
         Business Plan
Working on Your Business




         Invoice
        Regularly
Working on Your Business




         Keep a
        Playbook
V.Working on Your Business
  Planning for the Future



For every project, log
the total hours, players,
profit/loss, things
learned, strengths,
weaknesses, and so on.
Working on Your Business
Working on Your Business




 Decide Where
You Want to Go
Working on Your Business



• write down where you
  want your business to go.
• plan for it in baby steps.
• visualize it happening.
Working on Your Business

“Everything's a work
in progress ... no
matter how well
you're doing.”
- Michael Lebowitz, CEO
 Big Spaceship
Working on Your Business
There is no
such thing as
luck, the future
is what YOU
make it!
Presentation Slides
& Worksheets:

http://how.graphicdefine.org
Everything I Wish I Knew About Running a Design Studio
BONUS:
 When Shit
Hits the Fan
When Shit Hits the Fan




     Stay Focued
When Shit Hits the Fan




    Remain Calm
When Shit Hits the Fan




    Don’t Act Too
      Quickly
When Shit Hits the Fan




          Rely on
         Your Staff
When Shit Hits the Fan




   Don’t Play the
   Blame Game
When Shit Hits the Fan


   Realize that
  Something Will
    Have to be
    Sacrificed
When Shit Hits the Fan




         Make a
        Calculated
         Decision
When Shit Hits the Fan




        Sometimes
       You Need to
      Fire the Client
Everything I Wish I Knew About Running a Design Studio
When Shit Hits the Fan




   If It Smells Like
          Shit...
Everything I Wish I Knew About Running a Design Studio
Presentation Slides
& Worksheets:

http://how.graphicdefine.org

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Everything I Wish I Knew About Running a Design Studio