Chapter 1
Project Management

What Is Project Management?

A designer can have a great project, for the most amazing client, with a generous budget, and still barely break even. Designers can actually lose money, plus be tearing their hair out in frustration throughout the project because their team is disorganized, or worse, their client is out of control. Their project mismanagement can turn a great opportunity into a nightmare.

Good project management affects

   Creativity

   Quality

   Relationships

   Work flow

   Timelines

   Costs (fees and expenses)

   Profitability

In short, project management affects everyone on a design project. Managing a project consistently and well is critical to the project and to the designer’s bottom line. In the short term, it makes projects more pleasurable and profitable. In the long term, good project management means a robust and rewarding design practice. It’s worth the time and effort to understand project management best practices, use tried-and-true tools, and fully implement some sort of project management program. It will pay for itself in financial terms and in client and design team satisfaction.

A Brief History

Project management has its origins in the multitasking, multiperson, highly schedule-driven construction industry. Early project management theory and practice came out of the building and manufacturing industries until the 1950s when corporations such as DuPont and Lockheed lead the way. In 1969, the Project Management Institute (PMI) was formed. By the 1970s, project management tools and techniques were primarily influenced by the nascent software industry. In 1981, PMI published A Guide to the Project Management Body of Knowledge, often referred to as the PMBOK Guide, which is essentially the bible of project management. Many believe we are stepping into a new era, with design and design process influencing professional project management theory.

In moving from bricks and mortar to bits and bytes, project management has landed more squarely in the realm of the designer. But should you run out and buy the PMBOK Guide to better run your design practice? Probably not. PMI espouses lots of procedures and methods that require so much work that the return on time invested would be very little for most designers. Instead, we should look to the project management procedures that graphic and industrial designers already use, sharpen them with some of the professional project management industry’s methods, and develop our own theories and practices for graphic design project management.

The Constraints That Affect Projects

Traditionally, project management deals primarily with managing three constraints: cost, time, and scope. This is often visualized as a triangle, with some people placing quality at the center of the triangle as a unifying theme that informs the three constraints (see charts at upper right). However, because commercial projects must be delivered on time and within an agreed-upon cost and scope of work, as well as meet the client’s and the designer’s quality expectations, some people illustrate the constraint concept as a diamond, with quality as one of the four points (see charts at right). Regardless of the illustration you use, cost, time, scope, and quality are major mitigating factors that influence and impact all work.

RIGHT
Taking this idea a step further, design project management constraints can be diagrammed as a complex triangle that defines in more detail the terms time, cost, and scope.

Constraints

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Project Management Constraints

Time management is critical. Good time management means working within specific periods for each task and meeting incremental milestones such as presentations and other deadlines within a project schedule.

Cost management includes the overall budget the client has agreed to for design services and outside costs such as printing. Plus designers must marshal their resources appropriately, ensuring that the right people, equipment, and materials are employed to complete the design.

Scope is a bit more complex conceptually, but designers must be mindful of two aspects: the product scope, or the overall quality of the design they are delivering, which should be summarized in the creative brief (see page 31); and the project scope, or the work, measured in specific tasks per phase, that is required to deliver the expected product scope. Designers must always be aware of these issues to keep the project in balance and moving forward.

Design Means Constraints

Each assignment requires a unique, short-term management structure comprised of the designer, the client, and their respective teams who work together during the project. Although designers can affect constraint parameters, most designers can’t control them, and instead work within the parameters the client has set; time constraints, budgets, and at least some of the people required for the project are frequently dictated by the client. Combine that with communication goals, audience needs, and brand infrastructure, which also all affect design, and that’s a lot to manage.

Overview of Project Management

Estimates are never perfect, and creativity is hard to schedule so that it fits into neat little time units. But in business, time equals money. Designers must deliver their creativity in a timely fashion so that they can move on to the next client opportunity. If they don’t, they may end up working at below minimum wage, or even lose money, in spite of decent client budgets and plenty of projects lined up. Without good management, a designer’s business will fail.

What’s the best way to tackle design project management? This book will break down some best practices in detail. These nitty-gritty details of running a business are boring compared to the exciting intellectual and creative challenges that are at the heart of design work. Unfortunately, creative activities typically comprise less than half the time spent on a design project; usually, most time is spent on technical, communication, management, clerical, and billing issues, all in service to the project. The reality is, these activities can make or break a design project and a design firm.

The process work flowchart on pages 10–11 breaks down the phases of work on a typical design project, including the tasks typically completed in the phase. Each task affects the project’s schedule, costs, and scope. Therefore, each task must be defined, resourced, scheduled, and managed.

Common Mistakes in Project Management

Project management can be sabotaged in millions of ways. Here are some of the most common mistakes graphic designers make:

1. Lack of Commitment:

This often occurs because so many firm owners are creative directors. They want to commit to project management, but it cramps their style.

2. Lack of Clarity:

This is usually the result of poorly defined goals and objectives. This causes confusion, lack of clear-cut action, or even mistakes.

3. Poor Communication:

This stems from not obtaining or disseminating information in a timely fashion to the design team and/or the client.

4. Wrong Person:

The project manager doesn’t possess the skills or temperament for the job. So, even if the owner is on board with the concept of project management, he or she has sabotaged the activity by hiring the wrong person to implement it.

5. Disorganization:

Project management is about determining the components of the design project, and that means keeping a lot of details in order. Whether it is personal or companywide, disorganization is fatal to project management.

Design Project Management Cycle

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This diagram describes the steps in the design project management process. Whether it is a large or small assignment, someone must manage each aspect from start to finish.

Project Profile in Project Management

Frolick designed by Asylum / Singapore

Frolick Frozen Yogurt Bar brings the frozen yogurt craze to Singapore. Asylum, a design studio that also operates a retail store, a workshop, and a record label, gave the Frolick brand a politically incorrect attitude. The store frontage is dotted with badges sporting catchy slogans such as “We stay hard longer,” “Size does matter,” and “I like it topless.” These slogans appear as button graphics on everything from serving cups to store interiors. They’re also on buttons that are given as collectibles to fans and customers, who look forward to updated buttons with each new store opening. “We wanted to approach yogurt in a fun, unexpected way,” says Asylum creative director Chris Lee. “The pull factor is tasty yogurt, good design, and a spunky attitude.”

BELOW
Frolick is frosty, preservative-free frozen yogurt that’s low in fat and sugar but high in flavor. The graphics (below, left) express a fun yet cheeky attitude, appealing to a quirkier, unconventional customer than most yogurt brands target, as seen in a series of promotional buttons, (lower left), which also appear on the serving container (below, right).

OPPOSITE
Rolling out a full branding program takes coordination. All the graphics—from environments to gift cards (opposite, above) to promotional booklets such as the Frolick Invaluable Tips on Courtship and Dating and Breakups (opposite, below)—had to be in place the day the first Frolick store opened. The Asylum designers created the identity system and the companion website for their client.

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Asylum Creative Process

According to creative director Chris Lee, here is how work flows though Asylum:

1. Brief is handed to designers

2. Designers start research

3. Designers work on individual concepts

4. 10 groups of 3 will meet and brainstorm

5. First internal review

6. Ideas are short-listed and refined

7. Second internal review

8. Boss will inject a last-minute idea that he saw from a magazine

9. Designers will execute that idea unwillingly

10. Client is presented with the idea

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Cross Disciplinary, Cross Cultural

Asylum is an idea company founded by designer Chris Lee. Since its inception in 1999, the firm has excelled in cross-disciplinary projects that include interactive design, product development, environmental and interior design, packaging, branding, and graphic design. “We draw our inspirations from fashion, design, architecture, culture, flower arrangement, and tai chi,” says Lee. Their perspective is both local and global. “Singapore creativity is increasingly being sought after internationally, as our sensibility and design are highly exportable,” Lee explains. “Coming from a multicultural environment, our work touches upon certain basic human emotions that can communicate across cultures.” Frolick is one of Asylum’s best examples of cross-disciplinary skills.

OPPOSITE AND THIS PAGE
One thing that makes Asylum Singapore unique as a creative consultancy is that it has its own retail store, The Asylum. Their store sells everything from limited-edition sneakers, quirky toys, and handmade designer crafts to international art magazines and music CDs from obscure, experimental indie bands. Having their own store provides creative director Chris Lee and his team with unique insight into retail design. Asylum utilized that knowledge for Frolick. The designers created fun, inviting super graphic wall panels and artwork incorporating the cheeky buttons in massive swirl patterns as seen in the photos.

Project Management Enhances Creativity

When designers attend art school, they focus on creativity and using graphic elements in new and interesting ways to communicate specific messages. Some designers acquire organizational skills by managing their school assignments in ways that help them work more efficiently. Others never learn.

Good work habits are essential for delivering a design that meets the client’s expectations. Orchestrating all aspects of a project well creates a calm confidence that allows designers to do their best work.

Well-managed projects help designers to be more creative by enabling them to

•  Establish better client relationships

•  Ensure less confusion throughout the project

•  Identify clear objectives and deliverables

•  Provide more useful and strategic information

•  Define blocks of time to do the work

•  Assist in creating more enjoyable team interaction

•  Provide the proper budget to accomplish goals

•  Create an outlined and agreed-upon review process

•  Articulate milestones

•  Make better decisions

•  Create a sense of shared and coordinated efforts with the client

•  Boost respect by supporting the perception of professionalism

•  Help mitigate problems while they are small

All of this results in better design by allowing designers to work under the best circumstances to produce their best ideas. It also creates an atmosphere of professional competence that positions designers as true professionals who clients count on time and time again.

Paprika Philosophy

Paprika—headed by cofounders Joanne Lefebvre and Louis Gagnon, along with creative director René Clément—has made its mark in Quebec and internationally. The visually stunning design is due in no small part to the trust and respect they have from their clients “We have a specific approach to what we do—not so much a style, but an approach,” explains Clément. “We don’t want to do what is expected. We like to break the mold.” Paprika works with clients that are willing to take risks and go further. “That’s what we’re good at,” Clément continues. “When clients are happy with that, we have an amazing relationship that lasts a very long time. We do research, of course, but the element we find most essential to our work is instinct. That instinct—the sense that ‘it should feel like this’—usually ends up being the best approach for our clients.”

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Project Profile in Project Management:

Les Allusifs designed by Paprika / Montréal, Canada

Paprika has enjoyed a long-standing working relationship with the small publishing company, Les Allusifs. Paprika created the publisher’s identity and branding, as well as many book covers over the years. The identity features a red circle containing the company name Les Allusifs (which translates to “the Allusives”), a reference to the intellectually and artistically challenging French-language book titles it publishes. As the collection appeals to a range of French-speaking cultures, the simplicity of Les Allusifs’ identity system works as an elegantly simple unifying device. The logo and circle are stark red and black graphic elements that serve as unifying devices. “We created a strong unity, a ‘family tie,’ that holds them together.”

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“Les Allusifs’ identity program has allowed them to distinguish themselves, while keeping an intellectual, artistic focus,” says Paprika cofounder Louis Gagnon.

BELOW
The identity does not intrude. It unifies a collection of eclectic short novels in French from authors of various nationalities from this unique Canadian publishing house.

Traits for Success in Project Management

image Problem Solving:
Be committed to finding solutions, regardless of how complex the situation seems. Don’t procrastinate; start untangling the mess as soon as possible. Keep problems off the project manager’s desk and with the design team, where something can be done to solve the problem and move the project forward.
image Negotiation:
Often, problem solving means compromising, which means some negotiation must occur. Look for the most equitable solution. Be flexible. It’s far better to move forward with a less-than-perfect plan than to not move at all.
image Urgency:
Working in a timely fashion is expected in today’s fast-paced business environment. This means you must employ a sense of urgency in all project management activities. “Keep the ball rolling” is the mantra.
image Focus:
Someone has to sweat all the details—from who should be included in the conference call, to what the correct disclaimer copy is, to where the invoice should be mailed. Focusing on the minutia makes the project flow.
image Agility:
Thinking creatively on your feet and quickly reacting in a professional manner while sidestepping personality clashes are exercises in flexibility. Doing this with speed and grace equals agility. This behavior will serve the project well.
image Decisiveness:
Leadership and management require ongoing decision making. The inability to make correct choices for the team and the project will stymie a job.
image Risk Taking:
At some point in every project, designers will have to act boldly and take a risk. Maybe all the information hasn’t gelled or a leap of faith in the schedule needs to occur—whatever it is, it may require guts but not foolishness.
image Balance:
All projects face constraints—most often related to time, cost, and scope. Project management means continually juggling and balancing these factors.

Project Profile in Project Management:

Illumivision designed by smashLAB / Vancouver, BC, Canada

Illumivision

SmashLAB is an interactive design studio led by partners Eric Shelkie and Eric Karjaluoto. SmashLAB works with its clients to position organizations and develop marketing strategies through the use of technology. This was the case with Illumivision, which designs and manufactures high-powered LED fixtures for architectural lighting and commercial applications. The client’s previous collateral and website were confusing, were costly to create and distribute, and lacked a distinctive personality.

SmashLAB completed its work in three stages. First, the designers created and launched the initial website, which took ten weeks. Thanks to that project’s success, the designers were brought back to create new print materials, which took six weeks. Later, smashLAB aligned the Illumivision brand identity over eight weeks. This phased development required consistent project management to work efficiently over time. Karjaluoto says, “Normally, we start with brand development and craft a website, but an identity was established that dovetailed nicely with the online property.”

High contrast and cinematic, dark backgrounds are brought to life by a broad spectrum of lighting, capturing visitors’ attention on this website. The overall design system works in a variety of online and print materials, blending a luscious visual aesthetic with a certain technical balance that mirrors Illumivision’s products and has resulted in a 225 percent increase in international inquiries and sales since the design was launched.

BELOW
“Prior to our involvement, Illumivision concentrated primarily on hard goods they created, instead of the visual impact their products have,” explains smashLAB creative director Eric Karjaluoto. “As such, we worked to highlight these characteristics as they are seductive.” In this way, the theme of “illumination” informed all of smashLAB’s design decisions.

OPPOSITE
The target audience for the Illumivision website consists primarily of architects and lighting designers, followed by engineers and specifiers, and finally, endusers. Messaging identified the advantages of illumination products, while small photos lend impact and focus the visitor on product benefits.

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Keep It Simple:
Eric Karjaluoto reveals the realities of project management at smashLAB:

Q. Do you have a project management philosophy?

A. If we do, it’s not something we researched and implemented. Our process has evolved out of necessity. Ultimately, we’re mindful that almost every aspect of our work is better when we employ a systemized procedure. Establishing those methods has been a matter of trial and error, and we’ve consistently honed our approach over the years.

Q. Do you have any tips for success?

A. When we started the company, we wanted to lock down as many elements of our process as possible and be aware of every small step of the project. This turned out to be overly restrictive and time consuming. Suddenly, we were spending our days updating Gantt charts and obsessing over details that were really critical.

While it was useful to break down steps and monitor progress, we found that it’s better to look at some of this as a guide rail: helpful for structure, but not the gospel. Meanwhile, you have to find what works best for your particular organization. Some of our best project management tools are simple task lists and Post-it notes. That wouldn’t work in an organization of 500 people, but at our size, it’s pretty sticky.

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