This post is the second in a series outlining my design process. The first step, in case you missed it was the process of acquiring a project. The next step in the design process for me usually involves researching. After I’ve been hired, it’s now time to find out what the client really wants and start deciding how to go about doing it.
Where do you even begin? Typically, I begin with the client. There are several methods for gathering information from a new client. The first, and best, is to pick up the phone. It’s so easy to get accustomed to emails for everything. More good can come out of a simple short conversation on the phone.
Be prepared for the phone call. I often do a little planning and write down several questions I’d like to ask. This will ensure that you get the information you need. This will most definitely lead to other questions and discussions that you didn’t anticipate.
The second way to gather info is to create some sort of form. For me, every client that hires me to create a website initially is sent a form. I send this before the phone call. Each site has the same questions to start with. If you’re interested HERE is the form I use as a PDF.
After the client research it’s time to do your own research. Maybe the client gave you some examples. Go check them out. If the client gave you a style, start checking out other similar projects. The local library or bookstore will have numerous books on design. They’re a valuable resource for ideas and inspiration.
Throughout the whole research process make sure to take notes and to sketch! Getting some sort of notepad of journal is a must. (My journal of choice is the Moleskine with grid lines.) Make sure it’s legible and well organized. I’ve even sent these sketches to clients as initial design concepts. It can be a real time saver if you have some sketching skills.
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