My past experience as a designer, project manager, and studio manager puts me in a unique position to offer the personalized attention of an insider, as well as the invaluable perspective of an outside consultant. My high-profile clients depend upon my firsthand knowledge of the creative profession — and you will, too. Let me help your business grow so you can spend more time doing what you enjoy most, the creative and the marketing side.
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Proposal & Pricing
What does your firm’s future look like and how do you get there from here? This service is for those firms that require an objective viewpoint, industry expertise and insight into trends as they carve a path for their future growth.
Facilitation of leadership meetings and retreats to help principals/partners of creative teams evaluate their current state and envision their future including the people, processes, positioning strategy, and tools they may need to get there. Meeting facilitation can also be provided on a single topic or challenge area.
Expert-led facilitation and consultation during leadership retreats to ensure productive and action-oriented conversations, guided by industry-driven expertise and trend insight. Includes pre- and post-meeting planning, goal-setting, and action-plan development.
Leadership retreats, led by an industry-expert, result in:
- › objective insight
- › increased clarity and direction
- › facilitation of tough-conversations
- › focused problem-solving, and
- › results-driven conversations.
Tired of fighting fires and everyone on your team stepping on each other’s toes? This service is for firms that need to define and clarify the who, what, where, when and how a typical project develops from project initiation through close out.
Off-site facilitation and consultation of a collaborative process mapping workshop with key members of your team (both creatives and management) to help develop more standardized processes for 2-3 representative projects. Together, we will develop a well-thought out process that will define and clarify all project phases, steps and deliverables. We will also evaluate what tools, roles and skills support the process and define individual levels of accountability at every step. This exercise also helps to inform plans for organizational and operational growth and allows us to assess current gaps and future needs in your staffing.
A findings document that summarizes our collective agreement on fully fleshed out and actionable process steps, tools, roles and accountabilities for 2-3 representative projects. To ensure seamless adoption of the new process by all members of your team, the findings are then turned into very clear process maps or infographics that are designed by and distributed to your team. Further consultation can be provided in support of our conclusions including well-defined job descriptions and management strategies.
Improved workflow procedures that:
- › leverage process efficiencies
- › clarify ideal roles and responsibilities
- › identify supporting technology needs and,
- › streamline communication and management strategies.
You are only as good as your staff and processes. This service is for those firms that need to improve their internal staffing structure and management systems in order to be more efficient, grow, or become more profitable.
On-site studio/department visits and confidential one-on-one interviews with all team members.
A written report that identifies and leverages existing strengths and weaknesses and provides customized solutions and recommendations for a proactive, easy-to-implement plan of action. The Staff Management and Process Evaluation prioritizes short- and long-term goals and needs. Often includes development of organizational charts and follow-up consultation to ensure successful adoption and execution.
Optional services include
Revised or new job descriptions, performance evaluation tool, an employee handbook, and an independent contractor agreement.
More efficient, adaptive staffing structures and management procedures that:
- › streamline communications
- › improve workflow systems
- › encourage and nourish creativity, teamwork, and collaboration, and
- › generate greater profitability.
What does your paper trail look like? This service provides an objective analysis of a design firm’s existing communication system. Proposals, marketing materials, contracts, and design/creative briefs are reviewed to ensure a more effective, integrated and professional presentation, positioning, and pricing strategy.
Review and analyze a design firm’s existing documents, including, but not limited to, proposals, cover letters, marketing and promotional materials, contracts, and design/creative briefs.
A written report that provides a detailed evaluation of existing strengths and weaknesses. The Document Audit outlines recommended improvements that relate to information hierarchy, organizational structure, visual presentation, editorial voice and tone, positioning strategy, content, pricing structure, and terms. Includes follow-up consultation to ensure successful adoption and execution.
More effective, succinct, powerful, and distinctive communications that:
- › speak directly to clients’ needs
- › differentiate and position the design firm
- › qualify services and fees, and
- › allow for customization and flexibility.
What do your clients really think about you? A series of confidential interviews with a design firm’s clients produces insightful, honest, and, often surprising feedback that helps a design firm strengthen and enhance its presentation style, positioning strategy, and account management process.
With design firm staff, identify and select clients that represent a broad range of experiences and discuss the history of these relationships to provide the necessary framework for the survey. Recommend and refine a series of 10–15 questions and conduct confidential phone interviews with select clients.
A transcript of client responses organized by question. (Please note that specific clients are not identified to ensure their honest feedback.) A summary of the overarching messages, insights and related recommendations garnered from these interviews is also included.
Invaluable feedback that will help a design firm:
- › understand its clients’ experiences and perceptions
- › identify strengths and weaknesses
- › improve presentation style and account management process and procedures, and
- › re-craft positioning, messaging, and new business development tactics.
It’s like having your very own staff writer. Clear and professional proposals, contracts, and client correspondence are written for you and customized for your clients. These documents effectively communicate your objectives, services, voice, and vision and are crafted to reflect each client’s or project’s unique needs. Pricing consultation is also included in this service.
Creation of personalized proposals, contracts, and client correspondence using available RFP’s, design briefs and background information on project or relationship provided by the design firm.
Effective documents that are customized to reflect each design firm’s unique voice and positioning strategy as well as the needs of each project. This service includes writing concise and effective descriptions of the project’s objectives and parameters as well as the design firm’s scope of work/deliverables and pricing structure.
Clear, professional documents that:
- › speak directly to clients’ needs
- › differentiate and position the design firm
- › win jobs and influences clients, and
- › qualify your firm, services, and fees.
What does your new business and capabilities presentations say about your firm? This service provides an objective analysis of a design firm’s new business pitches and positioning strategy to ensure a more concise, impactful, engaging, and memorable presentation.
Live evaluation of current presentations to pitch new business and capabilities.
Verbal consultation and evaluation of the design firm’s current approach to pitching their firm, including an assessment of the presentation’s overall style, content, pacing and timing as well as the resulting perception and impact (e.g. related to the messages you communicate about your firm). Includes verbal recommendations on best-practice improvement strategies.
In-person recommendations that will help a design firm:
- › leverage best practice presentation styles
- › competitively differentiate themselves
- › improve positioning and messaging, and
- › build stronger relationships and increase win rates.
You’re the boss. As-needed consultation on a range of topics including, but not limited to, effective positioning, marketing, public relations, staff, client, and project management tactics and strategies.
Regular monthly or as-needed consultation, in person, via phone, or virtual meetings.
As your virtual business partner, I will provide verbal consultation as well as develop customized materials such as performance review tools, contractor agreements, employee agreements, qualification criteria, etc.
In-person or phone consultation that provides:
- › access to my expertise and “brain”
- › on-the-spot troubleshooting
- › short- and long-term goal setting, and
- › ongoing guidance to stay on track.
In-house creative teams have their own unique needs. This service is customized for the distinctive challenges of corporate and institutional in-house creative teams to help them improve their organizational and operational effectiveness.
On-site department visits and confidential one-on-one interviews with select staff and even clients/business partners.
Format of final deliverables depends on size of the team and budget. Typical deliverable is a high-level written report summarizing key challenge areas and recommended improvement opportunities. Recommendations may focus on organizational and operational areas such as organizational models, role clarity and job descriptions, performance evaluations, project initiation, creative briefs, action-plans, process improvement, etc. I can also recommend other experts to provide supporting consultation in technology assessments, behavioral assessments, and funding structures.
Customized recommendations that accommodate individual departmental and corporate cultures and industry-specific requirements that results in:
- › action-oriented thinking related to both short and long-term needs
- › optimized organizational structure, workflow and process
- › insight and clarity on individual roles and responsibilities
- › streamlined communications, and
- › improved staff, project, and client management strategies.