Chapter 5
Assembling the Team

Teamwork Basics

With the paperwork in order, the job budgeted and scheduled, and the creative brief in place, it’s time to design. The question is, if it hasn’t already been answered in the planning process, who exactly will be working on this project? Sometimes, this question is moot: For a solo designer or a small firm, the choices are limited. However, larger design firms may have multiple teams who can collaborate and who possess complementary skills—such as writers, web programmers, and photographers—to fulfill a project’s requirements. It’s a good way to boost expertise, but it also opens the door to complications, from financial to temperamental, which may need to be addressed. These are not insurmountable problems; they’re just more details to be managed properly.

All design teams, large or small, require these things for optimum performance:

   Clear goals and objectives

   Unambiguous scope of work

   Well-defined expectations

   Delineated roles and responsibilities

   Relevant information and background for the project

   Sufficient time in which to work

   Appropriate technological tools

   Effective collaboration

   Ongoing communication

   Meaningful recognition and reward system

   Oversight and management support

   Consistent processes, from creative to communication

   Agreed-upon chain of command and functional authority

Team Composition

Typically, a project has a core design team consisting of a creative-focused and a client-focused professional. In many instances, more designers are added—some to take a hands-on creative role and some to provide more of a production or finishing capability. In addition, team members with a particular skill set may be added—for example, an illustrator or a print production manager. When a design firm gets larger, not only does the team expand, but there is also the option of adding administrative management personnel to help run the firm. They work to directly support creative and client service because they provide financial and administrative duties that make projects and the firm run better and more smoothly.

For any design team to work well together, each person needs to recognize that his or her performance affects the entire group in its ability to solve problems, develop creative, and satisfy the client. The more they understand what their contribution is to the project, the more attainable great results can be. When things are fuzzy and undefined, it’s easy to believe it’s someone else’s responsibility to handle a certain task. Poor team performance often is the result of poor communication and an ineffective collaborative environment.

Job Descriptions and Activities

Optimally, a design firm should have personnel in three areas of focus: creative, client service, and operations. Project managers are typically working on a combination of tasks that could fall under any of these categories. Their role may best be diagrammed as the white triangle at the intersection of all three focus areas.

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The Creative Mix

Selecting the right creative people for a team can be challenging. Just because someone has relevant experience and a great portfolio doesn’t ensure a wonderful fit. There are a variety of subjective factors to consider when choosing creative talent:

•  Chemistry: Do you like this person?

•  Style: Does this person fit in with the group?

•  Attitude: Is the person positive or negative, cynical or enthusiastic?

•  Design sensibility: Is it the same or different from ours?

•  Professionalism: Is the person as buttoned up (or as loose) as the rest of the crew?

•  Sense of humor: Does the person have one? (A little humor goes a long way in a stressful situation.)

•  Temperament: Is it even-keeled? Will we have harmony with this person?

•  Speed: Is the person used to a fast-paced or a slower environment? What’s the person’s approach?

Team Work Flow

Besides these personality-related factors, design teams need the right mix of skills and abilities. Design projects move from big-picture concepting to the highly detailed finished piece. This is achieved through a kind of “relay race,” handing the project from content experts to aesthetic experts to technical experts, as the job moves from kickoff to completion (see chart below). Often, the only person constantly participating in the project is the project manager, who is involved in monitoring every aspect.

Every design team needs to be aware of and constantly be working to improve their teamwork, some aspects of which include

•  Reliability

•  Cooperation

•  Knowledge sharing

Teams have obligations to each other and to the project they are working on. Project managers should bridge gaps and facilitate communication and work flow among team members. Project managers are the conduit that helps ease the difficulties of disparate personalities, expertise, and working styles.

Design Team Work Flow

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Project Profile in Assembling the Team:

Objects of Affection designed by Sonnenzimmer / Chicago, Illinois USA

Objects of Affection Poster

Objects of Affection was a show featuring painters Anthony Adcock, Barbara Krol, and Jeff Stevenson, all members of the Chicago Artists Coalition. Each artist’s work included realistically painted elements generally focused on one object—hence the title of the show. It was not easy to come up with a striking image that highlighted the show’s concept, while not casting too big a shadow over the artists’ work. Nick Butcher and Nadine Nakanishi, of Sonnenzimmer, rose to that challenge. “How do you advertise an art show you are not in? Our answer: nature!” says Butcher. “We started this poster with a photocopy of a crinkly greenish-brown leaf, using its shape to prime the paper for the following colors. From there, we used textures and painted elements to fill in the small sections of the leaf, creating a patchwork of color and shape.”

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RIGHT
The hand-screened poster is created on 19 × 25 inch (48.3 × 63.5 cm) acid-free archival paper and screen printed with nine different archival ink colors. The edition is only fifty prints and each one bears the embossed Sonnenzimmer mark. The piece features a subtle interplay of pleasing and balanced colors. The textures of the ink reveal details of the veins in the leaf and in the designs. “We love Nick and Nadine’s work and trusted them with complete artistic license,” explains artist Barbara Krol. “We simply provided them with the basic information and they took it from there.”

Teamwork Responsibilities

Ask a seasoned designer the secret to team management, and he or she will say it is to get the right people doing the right job for the right client’s project. Part of being able to select those people is to have a good creative brief, a well-defined scope of work, and an accurate deliverables list. From that comes a clear picture of what needs to be done. Match the right skill set, temperament, and perhaps most importantly, available talent, and you’ve got the perfect combination. Then it becomes a question of bringing these people into the project and getting to work.

In most design firms, the person obtaining, estimating, and planning the project is not the person who will design and implement it. Hopefully, the lead client service and creative team members have established the parameters and process required to complete the project. Out of this comes an understanding of who should be attached to the project.

Client Selects Team

Some design firms let the client choose the team. For example, the creative director allows the designers to develop concepts for a particular project. Then they do an internal critique and select the strongest ideas, which are presented to the client. The design direction the client approves is worked on by the people who created it. In that way, the client is choosing the team they want to work with. This methodology gives the whole staff a shot at each account. Other firms simply have the creative director make the staffing assignment based on anything from availability to serendipity.

Using Supplemental Staff

Each person on the design team should have a specific role and set of responsibilities. When the team is formed, this information and the assignment should be reviewed and confirmed. If the team member is on staff at the design firm, he or she should have a formal job description. Because of this, each person has a preexisting, broadly defined role or potential role in each project that comes into the firm. However, at the onset of each project, specific duties for each assignment need to be discussed with the worker.

Part of the team-assembly process is planning and then communicating the plan in a manner that everyone can understand. This is further complicated with the addition of team members from outside the firm, particularly if they seem to duplicate the core team’s skills. An example is hiring a designer when there are already several on staff. However, not all designers are created equal: Some provide short bursts of creative energy, while others

Here are some things to consider when making personnel choices:

•  Who has worked with this client before?

•  Who has the relevant experience with a similar kind of project or client?

•  Who would bring a fresh eye to the work?

•  What technology is involved? Who has mastery of the technology required?

•  What are the deliverables and the delivery media?

•  Who needs a challenge, or a break, that this project would provide?

•  How creative does this project need to be? Really experimental or very conservative?

•  Who has the best stylistic and temperamental fit for this?

•  Do we need a full- or part-time person?

•  Who is available for the schedule that has been established?

•  How much time does this project require of each person?

provide a reliable backup needed to see the project through to completion. For this reason, and maybe others, the team is sometimes supplemented with outside personnel.

Firm versus Project Hierarchy

Every design practice is different. Some have little or no hierarchy, with everyone reporting to the firm’s owner; others have multiple layers of seniority and clear-cut divisions between departments.

The structure that is right for the firm in terms of hierarchical rank may not hold true functionally in the day-to-day delivery of a particular design project. A creative director, for example, may be functionally accountable to a project manager well below his or her pay grade. The creative director empowers the project manager to advise him or her and to enforce agreed-upon work flow and project parameters, such as schedule or budget. In other instances, the firm’s strict hierarchical structure applies within the realities of projects as well. This can make a project manager’s job more difficult if a senior staff person refuses to report to him or her.

How the team functions is a matter of taste and efficiency. It is imperative, however, to communicate that structure so that all team members are clear on not only their roles and responsibilities, but others’ as well. It is especially important for each team member to know who will review and approve their work. A firm can have a freewheeling creative collaborative culture, with designers supporting, brainstorming, and critiquing each other’s work, but everyone needs to be clear on who makes the ultimate decisions that impact the design.

Dunkin’ Donuts

Dunkin’ Donuts is an international coffee and baked goods retailer that was founded in 1948 in Quincy, Massachusetts. It serves about 2.7 million customers per day at approximately 8,800 stores in thirty-one countries, including approximately 6,400 Dunkin’ Donuts locations throughout the United States. Dunkin’ Donuts is well known for its advertising, especially in its home region. Wallace Church worked with the brand to create special winter holiday promotional packaging.

Wallace Church used the well-established brand language and visual iconography to create the special winter holiday packaging. Donut boxes and coffee cups—the primary way customers experience the brand—were designed with bright circular graphics following Dunkin’ Donuts’ identity system.

“When in doubt: ‘Think big, go small. Be smart, be simple.’”
—Rob Wallace, managing partner and strategic director, Wallace Church

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Using a RACI Matrix for Design Team Management

One way to visualize and clarify the interdependent responsibilities of the design team is to create a RACI matrix, also sometimes called a responsibility assignment matrix (RAM). The following chart shows the various tasks required, the people involved, and the specific role they play in completion of various tasks. These roles are coded as follows:

R. (Responsible): Who does the work?

A. (Accountable): Who approves the work?

C. (Consulted): Who provides opinions/input about the work?

I. (Informed): Who gets a progress report on the work?

To make a RACI matrix useful, assign only one individual an “A” per task (i.e., hold only one person accountable). Multiple team members can be assigned “R,” “C,” or “I,” however. These charts work well in a project’s early stages as a planning and communication tool for teams.

This RACI matrix indicates roles and responsibilities for some of the tasks in phase 1 of a logo design project.

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Six Characteristics of Successful Design Teams

image    Complementary skills
Team members are well matched but not identical copies of each other. There is a diversity of style, skills, experience, and ideas. A design team composed in this way is energetic, vital, and able to produce intriguing results. A project is enhanced by having a spectrum of design thinkers working together.
image    Empowered individuals
Everyone on the team, no matter how senior or junior, is encouraged to share opinions and ideas and is entrusted to do their job to the best of their ability. Empowered by the client and each other, designers can really flex their creative muscle.
image    Actively involved
Every team member is connected to the process and takes ownership of the design. Everyone feels they are making a real contribution and is passionately results focused.
image    Real unity
Team members respect and trust each other. Facilitated by ongoing communication and lots of listening, the team is open and committed to working as a group. This stems from collaborating often and achieving excellent outcomes.
image    Risk taking
Everyone, both individually and as a group, is willing to take chances, experiment, and push the envelope of what is possible in design. Trying new alternatives leads to innovation.
image    Civilized disagreement
Differences of opinion can lead to new ideas and add spice to the mix. Challenging the status quo and each other’s beliefs can add to the process and enhance results. However, effective teams know when to resolve differences, agree to disagree, suppress unproductive conflict, and move on.

Virtual Teamwork

Not all design teams comprise members of the same firm collocated in the same office. Lots of design teams consist of people across several geographic locations, time zones, and even companies. Technology makes it possible to bring together interesting combinations of talented people. It’s an exciting possibility, but like every other aspect of the design process, virtual teams require management.

In some ways, managing a virtual team is like managing people face to face, but a few things must be adjusted to make it work smoothly:

•  Launching a project with a face-to-face meeting, if possible, is great for setting the proper tone and helping to facilitate a sense of personal connection among team members.

•  Written forms of communication, such as email, can easily be shared and subsequently referred to later if necessary.

•  Use of technology, especially web-based project management software, is a given.

•  Being able to create virtual “war rooms” (i.e., collections of discovery materials held in one location) where people can review visual material and documents is essential.

•  At some point, real-time viewing and discussion of work in progress must be facilitated.

•  Some activities, such as brainstorming, may be better accomplished with shared physical proximity. Distance may slow certain processes, if not completely impede them.

•  Camaraderie in design must be facilitated. Many elusive creative moments come from being in proximity to other creative people. Alternative scenarios need to be provided for this type of interaction to occur in some way.

Technology Tools for Teamwork

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Synchronous means working at the same time, while asynchronous means working at different times. Virtual teams are dispersed, while collocated teams are together in one place. This chart offers some ideas for tools that can help facilitate teams, no matter what their configuration.

•  Verification of information must be pursued. Not everyone understands text-based messages. Voice inflection, as well as nonverbal communication, can often change the meaning of words. Managers need to make sure the team gets the right message.

•  Teams that represent a variety of cultures—based on everything from ethnicity to geography to expertise in allied but different industries—can present a challenge, especially when none of their work time is face to face. Barriers come down when people can interact personally.

•  Shared processes and agreed-upon work methods will bond the group. Having a team code of conduct will diminish misunderstandings and make the team more cohesive.

An asynchronous environment, in which team members and the client are not viewing and discussing the work simultaneously, can lead to lots of misunderstandings. Managing reactions and feedback becomes challenging in that context. Certain meetings, review sessions, and conferences should occur with all team members logging in or calling simultaneously. This is particularly important for initial creative concept presentations. Having the design team and the client participate directly with each other will allow real-time discussion, timely input, and group resolutions.

Tips for Working with Suppliers

Here are a few things to consider the next time you set out to find a collaborator or supplier:

•  Create depth of relationship together.
Sometimes, it makes more sense to put your eggs in fewer baskets. Go deep with certain suppliers and give them a lot of business and you get a loyal collaborator who speaks your language and understands how you like to work. Plus, they may give you discounts.

•  Look for suppliers when you don’t need them.
Get referrals from clients and other designers. Get to know their abilities. Meet them face to face, if possible, to see if there is a rapport.

•  Bid efficiently.
Get organized. Anticipate the information they will need to create their estimates. Don’t bluff if they ask a question you can’t answer. Tell them you don’t know, but you’ll find out for them.

•  Bring them in as early as possible.
Let suppliers help you plan the work so that they can troubleshoot their part of the project. Leveraging their expertise early will make the project go smoother.

•  Treat them courteously.
Treat others the way you would want to be treated. Don’t ask them for an estimate when you do not intend to hire them. Return their phone calls. Say thank you.

•  Understand that they have complementary skills.
They don’t necessarily think like you do. Respect their knowledge and passion for their profession, which although allied to design, may be an entirely different field with its own concerns, processes, and standards. Get clarification if you don’t understand them.

•  Don’t burn bridges.
Suppliers talk to each other and word gets out which designers are impossible to work with or don’t pay their bills. If you encounter an issue with a supplier, be honest. Work through the problems, such as payment plans for unpaid invoices, together.

Useful Questions for Screening Creatives

Whether you are hiring a staff designer or selecting a temporary collaborator for a project, you need to interview this person. Many design firms make hiring decisions based solely on portfolios. A lot of relevant information is contained in a portfolio: Style sensibility, attention to detail, quality, and experience are all obvious. But what else can you uncover about the person behind the work that would help you make an informed choice? Here are some openended questions to ask:

   What was your last project? What did you learn from it? What did you like and dislike about it?

   Describe your work process on a typical project. How do you approach design?

   Which pieces in your portfolio are you most proud of? Why?

   What kinds of clients do you prefer to work with? Why?

   Which clients in your portfolio were like this? Which ones were not?

   What kind of creative direction did you have on this particular project? How do you like to be supervised? What make a good boss?

   What are your professional goals? Where do you see yourself in five years? What do you think are your strong and weak points? What are your plans to improve your deficiencies and enhance your strengths?

   What organizations or activities do you pursue that enrich you as a designer? What professional societies are you a member of and how have they helped your career?

Remember that these questions are meant to aid in discussions that reveal more about the person you are interviewing. However, it is against the law in many countries to discriminate on the basis of gender, age, ethnicity, region, sexual orientation, skin color, or national origin, so steer clear of any conversations that touch on those topics.

Project Profile in Assembling the Team:

Magabala Diary designed by Finn Creative / Kunnamura, Australia

Magabala Diary

Celebrating more than twenty years of publishing about indigenous Australians, Magabala Books, in conjunction with Finn Creative, created a distinctive cross-cultural daily diary showcasing aboriginal and Torres Strait Islander storytellers, writers, and illustrators through exquisite portraits, book excerpts, and artist profiles. Finn Creative is lead by creative director Kevin Finn. Prior to moving to Australia, Irish-born Finn worked in Dublin and New Zealand with top design studios. He then spent seven years as joint creative director at Saatchi Design, Sydney, winning national and international recognition.

BELOW
The cover represents the aboriginal circular calendar in its simplest form: a finger-painted circle in black and white. The aboriginal annual calendar is often represented as a circle based on seasons and what they bring. The connotations of the circular symbol go even deeper, to represent all Australian peoples’ cultures coming together.

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Project Profile in Assembling the Team:

Magabala Diary designed by Finn Creative / Kunnamura, Australia

The Magabala desk diary is both a revenue stream for the company, and a promotional item. “Early in the process, I suggested that we may be able to include a number of other levels to the diary,” says Finn. “For a start, we should look at how indigenous people view the calendar year, and also include dates that have particular significance for indigenous people. Added to this, since Magabala produces books, I felt it would be interesting for users to have access to excerpts to the authors’ works as this would make the diary more engaging (and more valuable) as well as promoting the authors (and, in turn, Magabala Books).”

“One of my goals was to try to make the diary as cross-cultural as possible, as well as perhaps making it a resource to further educate about indigenous culture,” Finn explains. “In addition to this, a key objective is to access people who may not normally see themselves as having an interest in aboriginal culture, simply because the usual portrayal of aboriginality is delivered through painting—dot painting in particular. Creating a diary that on the one hand is smart and sophisticated looking and on the other hand provides a wider look at aboriginal culture through literature, became a critical objective. Above all, the desk diary needed to be practical.”

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Since Magabala Books produces books, the visual direction was based in this truth. All the Magabala Books–related information, including the authors’ backgrounds and excerpts, are delivered as though inside a small book contained in the diary. The diary will be produced each year, so it needs to remain consistent but fresh each year. The book idea will be the constant (almost template) for each diary.

“The Western calendar is linear and very fixed, split into days and months,” notes Finn. “The indigenous calendar is circular, fluid, and flexible, split into seasons that are defined by when flora and fauna appear or disappear and are dictated by weather patterns. Even though the Western calendar is specific (365.25 days to be exact), we still commonly use the phrase ‘the whole year round.’ And even though the Western calendar is linear, once December 31 comes around, the next day starts the process from the beginning again, so it also has a cyclical nature.”

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