My 5S approach to initial project planning and contracting
Just as the saying goes, beauty is in the eye of the beholder then I propose that value is in the mind of the beholder.
Does this situation sound familiar to you? You are a service provider contracted by a Customer to design a piece. You initially agree the basic scope, guess the provisions and timescales required and agree on an estimate or quote. You start off with the new project happily enough and it’s not before long when you feel you’ve done the deed and are proud of your achievement. On presenting the piece to the Customer, they decide they want some things changed. Not only that, they now want to add more things into the mix. So once again, being keen and eager to please you accept the feedback and rework the piece. Only to return back to the Customer who now wants even more things changed and added. Repeat this another several times and before long you’ve now spent five times longer on the project than you originally anticipated and now struggle to get the Customer to accept when you ask to increase the price.
In my experience when this happens it can be very draining and it also impacts your ability to work on other commitments. So why does this happen? I have come to the conclusion that once again it all comes down to a question of Value. The Customer does not recognise the value in the effort put into the design work, they have not been particularly involved other than the odd meeting and email here and there. So from their perspective all they’ve done is made a few comments and as if by magic, some time later you reappear back with what they’ve asked for. The other aspect to recognise is that unlike having the ready made product off-the-shelf to sell where it is much easier to set a standard price since all of the work has already been done, the Customer’s expectation is that it’s your job to produce the product they want with the same set price attitude. And how many of you are experts at predicting the future?
- Designing with Elise Gustilo by Matt Lai
It takes team work to make the dream work
By contrast I’ve recently completed a web design project which was completely refreshing to the above scenario, enough so that I wanted to share with you some ideas and tips which I hope will help you avoid the dreaded above as much as possible. Teaming up with the multi-talented women’s fashion designer and design professional Elise Gustilo, I was greatly impressed with her creative ideas, her technical appreciation of the task at hand and more importantly at her ability to create a complete Vision up-front. The difference? She knew exactly what she wanted her site to do as well, how it would function and exactly how it would look. Thus not only had she the grand vision, she had also been able to break down her vision into smaller manageable realistic chunks. Quite often a blank sheet of canvas can be overwhelming and it is much easier to have such a “jump-off point” such as this to develop from. From Elise’s mind a detailed specification was drawn up and the scope of activities defined to a much greater depth than a typical project would normally be. Any additional work needed could now be easily identified and discussions taken place before any work was carried out. The result was a mutually agreed completion point and both parties happy with the achievement.
5S Formula to Documenting Value
So to apply my Continuous Improvement approach, here is my 5S equivalent formula to getting any project off to the right start!
- Sort – Get your vision up-front! From NLP the term is “end-step” or “evidence procedure”. More traditional business terms include “strategy planning”. Whatever you choose to call it, you want to set the scene as early as possible to avoid the trap of meandering down the wrong path only to find you should have turned way back.
- Straighten – This is the next very important part, the conversion of the Vision into tangible activities so that the project can be managed into smaller chunks and pieced together. This is your initial assessment of what would need to be done to achieve the Vision and from this the scope of work can be defined.
- Sweep – Go through the definitions, details of scope, design expectations, functions and establish that the definitions are understood in the same way by both parties. Also at this stage establish formal channels for communication, reviews and records.
- Standardise – Finalise the contract and formally agree on the documented specification and scope of work. And of course, start working to them!
- Sustain – It’s all about good monitoring and communication. Keep a timesheet to record the activities to monitor actual vs planned resource requirements and keep your Customer updated as much as possible within reason or as contracted. As soon as you doubt range of scope, revisiting all formal documentation and discuss with the Customer. You will be better off having five extra meetings to agree on designs before progressing with function work than finding out at the end that you now need to rework the entire product.
So that’s my 5S approach to project definition in a nut shell. I hope you found this useful and if you have any similar experiences or ideas, please add your comments to this blog.



