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CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

The Design Consultation
The Crucial First Step

Bruce Clary, McPherson College, McPherson, Kansas
CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

A design consultation is a meeting
between the client and designer that
helps determine what the client wants
her website to accomplish and what
she wants it to look like.
CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

First things first… You are a
communication professional—write,
speak, and act like one.
CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

The initial contact

•

Email your client and briefly introduce yourself.
Yes, this should be formal, even if you know
your client well.

•

Provide your cell phone number. Let them
choose how you will communicate.

•

Make scheduling the consultation during the
week of Jan. 13–17 the only business of the
first email. You must be the flexible one!
CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

The follow-up contact

•
•

Confirm the appointment time and place.
Concisely and clearly explain what the client
can do to make your consultation as
productive as possible.
CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

Ask the client to be ready with…

•

Any content that he already has that might be
helpful: logos, graphics, text, photos, print
materials. This content should be digital, if
possible.

•

A vision for the website’s purpose. What does
he want his website to do? What does he want
the website to communicate?

•

Some websites that he likes.
CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

Dynamics of the consultation
The consultation is all about the client and what
she wants, but you are the professional: You are in
charge. Be ready. Be organized. Know what you
need.
CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

Consultation Agenda: Goals

•

What are the client’s goals for the website?
What does she want it to accomplish?

•

What are the most important messages to be
communicated?
CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

Consultation Agenda: Design

•

Does the client have a vision for a certain look
and feel?

•

What personality or character does the client
want the website to communicate?

•

What websites does the client like? Why?
What does like about them?

•

Get three to five key description words or
phrases from the client.
CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

Possible Keywords
•
•
•
•
•
•
•

Energetic
Professional
Warm
Conservative
Modern
Youthful
Confident

•
•
•
•
•
•
•

Serious
Mature
Traditional
Cutting edge
Sophisticated
Elegant
Friendly
CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

Consultation Agenda: Expectations

•

Be willing to generate content, but be realistic
with the client about what you can do.

•

Temper any expectations for technical bells
and whistles. No blogs, for example. Limited
animation.

•

Assure the client that you are going to create
the best website possible within the tight
timeframe of the course.
CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

Consultation Agenda: Audience

•

Discuss the primary audience. How does the
client see that audience affecting the look and
feel of the website?

•

Are there any special accommodations or
features that should be made or included for
the primary audience?
CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION

Don’t leave without…

•
•

As much content as possible

•
•

Design keywords

•

Thanking them for working with you!

A clear understanding of who is responsible for
any additional content

An understanding of how much interaction the
client wants or doesn’t want to the
development phase

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The Design Consultation

  • 1. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION The Design Consultation The Crucial First Step Bruce Clary, McPherson College, McPherson, Kansas
  • 2. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION A design consultation is a meeting between the client and designer that helps determine what the client wants her website to accomplish and what she wants it to look like.
  • 3. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION First things first… You are a communication professional—write, speak, and act like one.
  • 4. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION The initial contact • Email your client and briefly introduce yourself. Yes, this should be formal, even if you know your client well. • Provide your cell phone number. Let them choose how you will communicate. • Make scheduling the consultation during the week of Jan. 13–17 the only business of the first email. You must be the flexible one!
  • 5. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION The follow-up contact • • Confirm the appointment time and place. Concisely and clearly explain what the client can do to make your consultation as productive as possible.
  • 6. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION Ask the client to be ready with… • Any content that he already has that might be helpful: logos, graphics, text, photos, print materials. This content should be digital, if possible. • A vision for the website’s purpose. What does he want his website to do? What does he want the website to communicate? • Some websites that he likes.
  • 7. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION Dynamics of the consultation The consultation is all about the client and what she wants, but you are the professional: You are in charge. Be ready. Be organized. Know what you need.
  • 8. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION Consultation Agenda: Goals • What are the client’s goals for the website? What does she want it to accomplish? • What are the most important messages to be communicated?
  • 9. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION Consultation Agenda: Design • Does the client have a vision for a certain look and feel? • What personality or character does the client want the website to communicate? • What websites does the client like? Why? What does like about them? • Get three to five key description words or phrases from the client.
  • 10. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION Possible Keywords • • • • • • • Energetic Professional Warm Conservative Modern Youthful Confident • • • • • • • Serious Mature Traditional Cutting edge Sophisticated Elegant Friendly
  • 11. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION Consultation Agenda: Expectations • Be willing to generate content, but be realistic with the client about what you can do. • Temper any expectations for technical bells and whistles. No blogs, for example. Limited animation. • Assure the client that you are going to create the best website possible within the tight timeframe of the course.
  • 12. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION Consultation Agenda: Audience • Discuss the primary audience. How does the client see that audience affecting the look and feel of the website? • Are there any special accommodations or features that should be made or included for the primary audience?
  • 13. CM350 WEB DESIGN FOR EFFECTIVE COMMUNICATION Don’t leave without… • • As much content as possible • • Design keywords • Thanking them for working with you! A clear understanding of who is responsible for any additional content An understanding of how much interaction the client wants or doesn’t want to the development phase