PROJECT PROBLEM:

The beginning of a project is always filled with questions. The team doing the work needs to understand a lot of components, constraints, and context … fast. The business requesting the work is usually short on time, but has more internal knowledge than they can easily put their finger on. And what of all of that possible information IS ACTUALLY important?? 

No one wants to start out a client/agency dynamic by being interrogated for hours on end or by sitting in a booooring, multi-hour interview. 

How do we create a better project kick-off experience (for both the agency and the client)?

SOLUTION:

I collaborated with folks at Gravitate Design agency to develop a set of active, engaging exercises that can be used to gather critical information (not to mention, make a great, fun first impression.)

Whether sussing out information on products, services, business goals, audience or completion landscapes — we’ve established a toolbox of activities that can be curated, mixed, matched, and customized. We leveraged a wide variety of tools, formats, and methods of thinking. One minute, we might be sorting index cards filled with adjectives. In another, we might be having a discussion around our personas. And later, we might be drawing storyboards. Each workshop adjusted to the needs of the project and client.

And what about the results? Gravitate has been able to gather a larger amount of information for the strategy phases more quickly than ever before, all while building internal momentum as a team and establishing trust (and oftentimes serious levels of excitement) with client partners. 

 

MY ROLE:

UX Design: Defined business goals and understood project pain points from previous project kick-offs; established most common project kick-off needs and created a tool-kit of exercises and activities to draw from; facilitated workshop with a variety of clients over a 6 month timeframe, while iterating and honing in on recommended activities.

Creative Direction: Taught team a new approach to information gathering; mentored Content Strategists, Designers, and Developers on basic workshop facilitation techniques.

 


 
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