The Freelance Dating Game: How to Avoid the Nasty Break-up

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Sunday, August 22, 2010

description

Managing freelance projects is a tricky thing. This session addresses questions like what to charge, scope creep, project selection, staying balanced, and more. We'll discuss tips and techniques that can help you stay on track and not hate yourself later.

Transcript of The Freelance Dating Game: How to Avoid the Nasty Break-up

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Sunday, August 22, 2010

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Welcome2nd Web Design Day!

Sunday, August 22, 2010

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Thank You!Jason, Val, Geoff, and the entire Web Design Day Team

Sunday, August 22, 2010

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http://bingo.joshsagermedia.com

Sunday, August 22, 2010

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ScreenPrints!

Sunday, August 22, 2010

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Good to be back

Sunday, August 22, 2010

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}

P i t t s b u r g h We b D e s i g n D a yJ O S H S A G E R M E D I A

The Story of a Web ProjectProcess and Best P rac t ices

Sunday, August 22, 2010

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Josh [email protected]

Sunday, August 22, 2010

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Educator

http://www.pti.edu

Sunday, August 22, 2010

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FreelanceDesign and Development

Sunday, August 22, 2010

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How to avoid the nasty break-up

Sunday, August 22, 2010

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Advice Part-time Freelancers

Sunday, August 22, 2010

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First DateSunday, August 22, 2010

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What was your first date?

Sunday, August 22, 2010

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For the next 30 secondsintroduce yourself to someone you DON’T KNOW and tell them about your first date.

Sunday, August 22, 2010

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GO!!!

Sunday, August 22, 2010

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Times Up

Sunday, August 22, 2010

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On the Playground

Sunday, August 22, 2010

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First Date Highlights

Lasted one recess

I got mad props from other kids

We held hands

I got a kiss on the cheek

I was unaware the relationship ended

I was totally confused

Sunday, August 22, 2010

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My 1st Freelance Experience

Sunday, August 22, 2010

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Band WebsiteSPLASH PAGE

Sunday, August 22, 2010

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OMG

me, really?WOWthis is gonna be

AWESOME!!!

A Band Website

Sunday, August 22, 2010

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“We can’t afford to pay you…”

Sunday, August 22, 2010

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That’s okay I’m just psyched they thought of me.

Sunday, August 22, 2010

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First Freelance Highlights

Phone calls from the band

Credit on the home page

It could potentially lead to other things

Great exposure, but no money

I was unaware when the project was over

I was totally confused

Sunday, August 22, 2010

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Hmm…This sounds familiar

Sunday, August 22, 2010

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1st Freelance ever

1st Date ever=

Sunday, August 22, 2010

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We can learn a lot from our failed relationships

Sunday, August 22, 2010

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What is a relationship?

Sunday, August 22, 2010

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re·la·tion·ship[ri-ley-shuhn-ship] - noun

a state of connectedness between people

Sunday, August 22, 2010

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5 Stages of a Relationship

Sunday, August 22, 2010

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5 Stages of a Relationship

Romance / Attraction

Reality Sets in / Disappointment

Power Struggle

Commitment

Co-Creation / Stability

http://dating.lovetoknow.com/Five_Stages_in_a_Relationship

http://gcuc.ncf.ca/relate5.html

Sunday, August 22, 2010

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5 Stages of Freelance

Inquiry

OMG What did I just do?

Scope Creep

Project bender / Just have to get through to…

Revisions

Sunday, August 22, 2010

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Why Relationships Fail

Sunday, August 22, 2010

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Why Relationships Fail

Avoidance

Burnout

Compatibility issues

Enthusiasm fades

Just say yes

Poor communication

http://www.singlescafe.net/why-relationships-fail.html

Sunday, August 22, 2010

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Our goal today is to examine these stages and try to solve common problems in client relationships.

Sunday, August 22, 2010

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Before the Romance

Sunday, August 22, 2010

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Meeting New People (clients)

Go to them

They come to you

Sunday, August 22, 2010

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Sit around and wait…

My Courting Process

Sunday, August 22, 2010

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Not very effectivewith clients or the ladies.

Sunday, August 22, 2010

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Potentially the WORST kind of lead generation.

Sunday, August 22, 2010

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The people that CLAIM to be your friends and family.

Sunday, August 22, 2010

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For Example

Sunday, August 22, 2010

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What’s the worst kind of date?

Sunday, August 22, 2010

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The Blind Date

Sunday, August 22, 2010

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Where do the majority of blind dates come from?

Sunday, August 22, 2010

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The people that CLAIM to be your friends and family.

Sunday, August 22, 2010

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Reasons for the Blind Date

They’re really nice

They’ve got a great personality

It’s not like you’re doing anything else

I was just trying to do you a favor

Sunday, August 22, 2010

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Have you ever been thrown at a freelance project like this?

Sunday, August 22, 2010

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Blind Date Clients

I’ve got a buddy with a great idea to make lots of money on the internet

It’s going to be just like Facebook, but different

It’s not like you were doing anything anyway

Your mother-in-law meets a horse farmer in need of a website on the way home from work

Sunday, August 22, 2010

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RED FLAG!

Sunday, August 22, 2010

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Not all BLIND DATE clients are bad

Sunday, August 22, 2010

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but beware

Sunday, August 22, 2010

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My Advice15 Lessons you’ll want to write down

Sunday, August 22, 2010

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Advice #1Just because you can, does not mean you should

Sunday, August 22, 2010

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How do you know?

Sunday, August 22, 2010

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Romance / Attraction Stage

STAGE 1Sunday, August 22, 2010

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Client Consultations are really First DatesIt’s awkward

You’re feeling each other out

You’re not sure who’s paying for dinner

The entire time you’re trying to decide if this is moving on to a second date

Sunday, August 22, 2010

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Don’t Be Charmed Too Easily

Potential is dangerous.

Remember Ryan Leaf? Full of potential, but now bags groceries.

Promises sound great but they don’t always come true.

Your perception is different from theirs. Calibrate expectations through communication, if you can.

Everyone wants to be wanted.Sunday, August 22, 2010

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Advice #2Ask lots of questions

Sunday, August 22, 2010

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Client Questionnaire

Sunday, August 22, 2010

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Most Important QuestionDo I trust them?

Sunday, August 22, 2010

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Warning Signs

Disorganized

Blows off scheduled meetings

Looking for a handout

Aggressive - calls or emails you constantly

Jumps the gun and disregards any of your processes or advice

Sunday, August 22, 2010

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Advice #3Know why you’re doing the project

Sunday, August 22, 2010

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It’s their deadline not yours

Sunday, August 22, 2010

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One date does not mean that you’re married

Sunday, August 22, 2010

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Freelance Isn’t Free

Less time with friends and family

Pulls you away from activities and hobbies

Lose sleep due to late nights

General life stuff is put on hold

Sunday, August 22, 2010

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I’m Taking This Project Because

I believe in the project

It pays well

I like the kind of work

I trust the client

It excites me

It involves new technologies or techniques.

Sunday, August 22, 2010

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Advice #4Be prepared to walk away

Sunday, August 22, 2010

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My quality of life doesn’t hinge on freelance

Sunday, August 22, 2010

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It helps

Sunday, August 22, 2010

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I don’t have to work on every project that comes my way

Sunday, August 22, 2010

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There will be other projects

Sunday, August 22, 2010

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If it’s not a good fit, don’t waffle, pass on it .

Sunday, August 22, 2010

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Project Policy

Consultation meeting.

Analyze what they need, what I can do, and the amount of time it would take.

Is it worth my time, effort, or pulling myself away from other things?

If no, I decline the project.

If yes, I prepare an estimate.

Sunday, August 22, 2010

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Advice #5Don’t take a freelance job because you feel obligated

Sunday, August 22, 2010

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Remember the blind date?

Sunday, August 22, 2010

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Obligation projects are on the fast track to BREAK-UP TOWN

Sunday, August 22, 2010

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Advice #6Know the kinds of projects that best suit you

Sunday, August 22, 2010

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I used to take any project that came my way

Sunday, August 22, 2010

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I didn’t really consider the best projects for my skill sets

and time requirements

Sunday, August 22, 2010

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All I heard was money… I’ll do it.

Sunday, August 22, 2010

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Similar to… A girl wants to

date me, AWESOME!

Sunday, August 22, 2010

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Not Good For

Development for long projects that take 4 - 6 months to complete

Managing large projects

Reinventing your business on the internet

Building a blog site for a business, then writing blogs for them

Projects that promise exposure in lieu of money, goods, or services

Sunday, August 22, 2010

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I’m Great for

Prototyping

Being a code or design hero / ninja

Small projects

Building components, designs or animations

Not managing the entire project

Sunday, August 22, 2010

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Advice #7Your portfolio should be what you want to do, not what you’ve done

Sunday, August 22, 2010

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I totally struggle with this

Sunday, August 22, 2010

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Nobody cares about every project you’ve done, they only

care about the next project you’ll do for them

Sunday, August 22, 2010

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Build a portfolio of work you WANT to do

Sunday, August 22, 2010

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Your portfolio suffers from taking just any project

Sunday, August 22, 2010

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I try to be a little selective about the projects I take on

Sunday, August 22, 2010

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What Matters to Me

Two way street of Trust

Client will deliver when they say they will

Pay on time

Enjoy working with them

Sunday, August 22, 2010

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Create standards for yourself

Sunday, August 22, 2010

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Stick to them!

Sunday, August 22, 2010

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Reality Sets in / Disappointment

STAGE 2Sunday, August 22, 2010

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Reality Sets In: Dating

Hmm, our design tastes aren’t the same.

He chews loudly when he eats.

Really she honestly likes to watch Sex and the City. Honestly?

OMG can you please put the seat down when you’re done!?

Sunday, August 22, 2010

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Reality Sets In: Clients

Hmm, our design tastes aren’t the same.

Be creative and by that I’ll tell you what to do.

10 pounds of content in a 200px text box.

Comic Sans is not a fun font!

Sunday, August 22, 2010

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Advice #8Consider your needs

Sunday, August 22, 2010

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You have needs too!

Sunday, August 22, 2010

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What do you want out of this relationship?

Sunday, August 22, 2010

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What I Want?

To use technologies and techniques I don’t normally get to play with

To work on cool projects

To earn some extra cash

To meet interesting people

To feel like a hero

To be proud of the work

Sunday, August 22, 2010

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Advice #9Work your passions / interests into your projects

Sunday, August 22, 2010

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Exploring new things is fun!

Sunday, August 22, 2010

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Look for opportunities to integrate interesting

technologies and techniques

Sunday, August 22, 2010

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Math-based Interactions

15 minute code

DataViz

Programmatic / generative art

Math-based transitions and interactions

Sunday, August 22, 2010

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Integrating your passions will get you through the rough patches

Sunday, August 22, 2010

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You get what you want, they get comic sans.

Sunday, August 22, 2010

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Or something like that

Sunday, August 22, 2010

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Power Struggle

STAGE 3Sunday, August 22, 2010

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Who’s in Control?It’s a partnership

Sunday, August 22, 2010

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Be UP FRONT About

Availability

Requirements for the project

Delivery dates

Threats for delivering on time

Your costs

Scope creep

What will be delivered

Sunday, August 22, 2010

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Advice #10Communicate everything!

Sunday, August 22, 2010

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“Assumptions are the termites of

relationships”. - Henry Winkler

Sunday, August 22, 2010

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Really? Everything?Any request I get, I restate it

back to the client for confirmation.

Sunday, August 22, 2010

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I’m Busy This WeekI push back about my availability. Sometimes I can’t start a project until a week or two from when I’m discussing the project with a client.

I book projects based on available blocks of time.

Sunday, August 22, 2010

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I used to say, “Sure, I’ll get that by Tuesday,” then pray for a miracle of time to show up.

Sunday, August 22, 2010

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Late for DinnerLet clients know ahead of time if problems occur.

They’re more willing to work with you if they know there’s a problem. Have you ever been really late for dinner

but didn’t say anything? I bet it didn’t go all that well.

Sunday, August 22, 2010

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UpdatesEveryone loves them. Check in every few days and give a

progress report. They’ll love you for it. Even if there is no “real” progress there’s usually something you need to follow up on anyway.

Sunday, August 22, 2010

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Be HonestIt really is the best policy. If you don’t come

through, come clean. You might get a second chance.

Sunday, August 22, 2010

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Stick to your policesIf you have a workflow STICK TO IT. Yes there are

times for flexibility but trust your process and stick to it.

Sunday, August 22, 2010

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That goes double for your estimate

Sunday, August 22, 2010

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Advice #11Know your value

Sunday, August 22, 2010

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How do you know what to charge for a project?

Sunday, August 22, 2010

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Pricing ModelTime + Materials = My Estimate

Sunday, August 22, 2010

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I provide value-based estimates

Sunday, August 22, 2010

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4 Animations = $200

instead of

4 hours of work = $200

Sunday, August 22, 2010

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Be confident in what you’re charging

Sunday, August 22, 2010

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I used to take 20% - 30% off the top of estimates because I was afraid I’d lose the project

Sunday, August 22, 2010

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Please Refer to Prior Advice

#3 Know why you’re doing the project

#4 Be prepared to walk away

Sunday, August 22, 2010

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My PhilosophyToo Expensive? Good! I’m too busy anyway.

Sunday, August 22, 2010

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I get less work, but paid more, and the

clients are much better.

Sunday, August 22, 2010

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Undercut Projects

Projects end poorly

Clients don’t return

Services aren’t valued

Requests get more ridiculous

Work isn’t worth putting in my portfolio

I just want it to be over

Sunday, August 22, 2010

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ConfidenceGirls like it and so do clients

Sunday, August 22, 2010

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Be Confident, Not an Ass-clown

You’ll find clients respect you for sticking to your guns.

People will pay or even overpay for things they need right now.

Eight dollars for a Beer at a Pirates game? Yep, I’ve done that.

Don’t abuse this, be fair and your clients will return.

Sunday, August 22, 2010

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So how do I figure out my estimate?

Sunday, August 22, 2010

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Estimate Considerations

Set-up and admin

Research / development

Additional equipment / materials / assets

Re-factoring and revisions

Delivery

Sunday, August 22, 2010

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All of these things factor into my estimate

Sunday, August 22, 2010

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Sometimes I’m wrong

Sunday, August 22, 2010

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But I track EVERYTHING so I can compare my estimate to what

actually happened.

Sunday, August 22, 2010

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Commitment

STAGE 4Sunday, August 22, 2010

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I’ve got the project!Now I have to come through

Sunday, August 22, 2010

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Do I have time for this?

Sunday, August 22, 2010

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Advice #12Manage your time

Sunday, August 22, 2010

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Time ManagementTake time to learn what works for you

Sunday, August 22, 2010

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My Techniques

Block out time in hours

Running project list

Horizontal to-do lists

Prioritize no more than 5 items at a time

Sunday, August 22, 2010

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Block Out TimeI schedule projects based on availability

Sunday, August 22, 2010

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ListsNo more than5 items in myfocus at a time

Sunday, August 22, 2010

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Horizontal ListsGlobal view of what I need to do

Sunday, August 22, 2010

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Above AllStay balanced. There are other things besides work. I try to

budget 5 - 10 hrs max per week. But I’m also flexible.

Sunday, August 22, 2010

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Advice #13Document EVERYTHING

Sunday, August 22, 2010

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SketchbookCreative weapon of choice

Sunday, August 22, 2010

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What I Track

Client communications

Times

Deliverables

Requests

Discoveries

Errors

Doodles

Sunday, August 22, 2010

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Times

Sunday, August 22, 2010

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ProblemSolve

Sunday, August 22, 2010

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Flow Charting

Sunday, August 22, 2010

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Log Other Ideas

Sunday, August 22, 2010

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It’s totally worth it

Sunday, August 22, 2010

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Scope Creep KillerIt’s the best! Recalling details makes you

sound smart AND can sometimes help you win scope creep battles. Remember, don’t be an Ass-clown.

Sunday, August 22, 2010

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At the end of every project I do a “Lessons Learned”

Sunday, August 22, 2010

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Ask MyselfWould I do this project again?

Sunday, August 22, 2010

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Co-Creation / Stability

STAGE 5Sunday, August 22, 2010

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Advice #14 Be patient with revisions and make

them as quickly as possible

Sunday, August 22, 2010

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Revisions SuckIt’s not that you did something wrong. It just time to

shore-up the details and finish the project strong.

Sunday, August 22, 2010

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GET-R-DONEJust get them done

Sunday, August 22, 2010

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Benefits

You get paid!

It’s over!

It’s not hanging over your head!

Less of a chance of more revisions!

Sunday, August 22, 2010

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Revisions Are Like BunniesThey multiply

Sunday, August 22, 2010

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Revisions are NOT…HEY can do this

entire thing over?

Sunday, August 22, 2010

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You have to manage it

Sunday, August 22, 2010

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Advice #15Don’t listen to me

Sunday, August 22, 2010

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Everybody has to find their own way

Sunday, August 22, 2010

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I learn the most when I get knocked on my ASS

Sunday, August 22, 2010

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And so will you!

Sunday, August 22, 2010

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In Review

Sunday, August 22, 2010

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My Advice

1. Just because you can, doesn’t mean you should

2. Ask lots of questions

3. Know why you’re doing the project

4. Be prepared to walk away

5. Don’t take a freelance job because you feel obligated

Sunday, August 22, 2010

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My Advice

6. Know the kinds of projects that best suit you

7. Your portfolio should be what you want to do not what you’ve done

8. Consider your needs

9. Work your passions / interests into your projects

10. Communicate everything

Sunday, August 22, 2010

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My Advice

11. Know your value

12. Manage your time

13. Document everything

14. Be patient with revisions and make them as quickly as possible

15. Don’t listen to me

Sunday, August 22, 2010

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Questions?Comments, thoughts, or reactions?

Sunday, August 22, 2010

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How’d I [email protected]@gmail.com

Sunday, August 22, 2010

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Thank YouI appreciate your time

Sunday, August 22, 2010