Chapter 3
Planning

Design Planning 101

Planning is the intellectual, psychological, and tactical process of thinking about each task that needs to be accomplished to meet a goal. For most designers, broadly speaking, the goal or plan is completion of a great design on time and on budget that meets or exceeds the client’s expectations.

The creative brief and the designer–client agreement are useful and practical planning frameworks for design. Both include an initial look at the scope of work (SOW) and examine work process methodology. Both could suffice as planning for most designers.

This chapter will discuss design planning in more detail. We’ll see how a designer executes on the creative brief and meets the obligations outlined in the designer–client agreement. We’ll also discuss how to look ahead to the planning horizon and how, with practice and dedication, a design manager can forecast and plan fairly accurately.

Work Breakdown Structures

Okay, you’ve won the client’s business, been awarded a project, and completed some basic documentation. Now it’s time to break down all aspects of the work required and put them into a work breakdown structure (WBS).

A WBS is a dynamic tool used to describe and define a group’s work elements or tasks on a project. The U.S. Department of Defense developed the concept in the 1950s, along with the Program Evaluation and Review Technique (PERT), to create military weaponry, and it has greatly influenced all business and project management theory. The WBS is typically visualized as a branching or tree root diagram that shows a structure’s hierarchy—with a top item that branches down into subitems, and into further detailed sub-subitems below it. The diagram shows how things are connected to each other.

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Here’s how to plan a WBS for a design project: Level 1: State the end goal (typically the project name).

Level 2: List the project’s manageable components or tasks. Further identify the subcomponents or tasks (called a work package by professional project managers) that fall under each level 2 item. Level 3: Show the detailed steps by which each component or task will be created or achieved.

In the WBS list, add only the things that are in the SOW contracted by the client. This is sometimes referred to as the 100% rule: The WBS includes 100 percent of the work defined by the project scope.

WBS: List
In list form, work could look like this. If lists suffice for the team, stop there. You have a useful tool that fully describes the work to be done. However, designers are visual people, and perhaps it makes sense to create a traditional WBS diagram.

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WBS for a Logo Design

This is a WBS diagram for a simple logo project. The WBS could also contain a level 4 that identifies the tasks required to accomplish the major milestones listed in level 3. A WBS can break down the work to the finest detail, or it can provide more of an overview as this chart does. A further refinement would be to add due dates and even assign a person responsible for doing the work. Each person on the project may then wish to create his or her own work breakdown either as a diagram or as a simple to-do list.

WBS versus Other Design Project Management Documents

A WBS is a comprehensive look at the tasks within a design project’s SOW. It is not a

•  Process map (see pages 10–11)

•  Schedule (see pages 68–69)

•  Strategy map (see page 31 for information on the creative brief)

•  Staffing matrix (see page 146)

Scheduling Design

After everyone understands the work to be done, the next aspect of planning to address is scheduling. Sometimes in design, the only two clear dates are the day the client gives approval to start the job and the day they want the work delivered. Some clients might also specify a few key dates in between, but typically the onus is on the designer to develop due dates and milestones for each phase of the project.

Creating a Flexible Framework

Design project managers must understand that scheduling is an ongoing, dynamic activity. It is rare for a design project to follow the initial schedule exactly. Dates slip and slide for several reasons, mostly related to the client (e.g., the client doesn’t provide a vital piece of information required to proceed, fails to sign off on some work, or makes additional changes). If a manager thinks of scheduling as a flexible framework, but is very clear on which deadlines must not be missed, he or she will run a saner project.

To facilitate scheduling, communication between the design team and the client must clearly spell out responsibilities and critical requirements. The client also must understand that any missed deadlines on their part will affect all subsequent due dates and deadlines. It’s pretty much a cardinal rule for a graphic design firm not to miss any deadlines; clients can miss deadlines, but designers cannot. If a deadline issue arises, it is best to alert the client as early as possible that there is a problem and the work will be late. It’s all about managing client expectations and satisfaction.

The diagram below provides an overview of the design scheduling process. It is helpful for a project manager to clearly understand what is required for each phase of work. A big mistake is to tell the design team to begin work without all the elements they need to do the work. This problem is compounded when promises to the client are made regarding due dates, based on that misinformation. A formal scheduling and planning process improves logistics, avoids wasted time, and helps the team stay on track.

Design Project Scheduling Process

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Creating Gantt Charts for Design Projects

Scheduling is challenging due to the ever-changing nature of design. In scheduling projects, consider which tasks and activities must be performed sequentially and which are discrete activities, meaning they do not depend on prior tasks being completed. To help visualize the interdependencies of all the components and tasks in a design project, as well as to map them to a time schedule, designers can create a Gantt chart.

A Gantt chart (see diagram below) is a classic project management tool that shows multiple tasks and timelines in a single document. Typically, time is noted in weeks or days and is placed on the horizontal axis. A list of tasks is placed as the vertical axis. Solid bars indicate where each task falls in the timeline, and its duration.

It is not essential to create a Gantt chart for every design project; a simple list of due dates, followed by an email reminder, may work perfectly for some teams. For others, especially if they are using project management or spreadsheet software, diagrams are easy to make and very useful because they are clear, visual, and efficient.

Reasons for Noncompliance

H. Glen Ballard, Ph.D., cofounder of the Lean Construction Institute, an organization dedicated to project management, and professor at the University of California/Berkeley and Stanford University, notes ten reasons scheduled activities don’t occur as planned.

1. Lack of decision

2. Lack of prerequisites

3. Lack of resources

4. Priority change(s)

5. Insufficient time

6. Late start

7. Conflicting demands

8. Acts of God

9. Project changes

10. Other

Ballard recommends noting the reasons for noncompliance by number in communication documents with clients.

Gantt Chart for Phase 1 of a Logo Design

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This Gantt chart maps out phase 1 of a logo design project. It is an at-a-glance look at the schedule for the major work activities which must be performed in the initial stages of this project. For a look at the WBS diagram for this type of project, turn to page 66.

Scheduling Simple versus Complex Projects

Simple projects, such as creating a promotional flyer for a retail store, tend to happen quickly, have few components, have fewer people involved, and likely have lower stakes. Complex projects, such as creating a website for that same retail store, mean scheduling multiple tasks that are likely done by multiple team members (e.g., the person writing the copy is rarely programming the site) and are vitally important to the basic commercial aspects of the store, so the stakes are high.

Since work on complex projects requires coordination and completion of certain activities before others can begin, it’s a good idea to develop a fine-tuned schedule in which each task, activity, and corresponding deadline is assigned to a specific team member to ensure that the work gets done.

The following are critical components when scheduling large projects:

   Clear tasks and deadlines

   Assignment of responsibility

   Procedures for dealing with changes

   Tracking and reporting process

   Oversight management

   Central Web-based calendar

   Frequent schedule updates

Project Profile in Planning:

FreedomWig 2 designed by Martha Rich

FreedomWig 2

Illustrator Martha Rich decided to create a regularly scheduled self-promotional website called FreedomWig. The site presents one painting per day, which can be purchased directly from the website. “I needed something to keep me busy during down times,” explains Rich. “I tend to be lazy and do better when I have to be accountable to something. Originally, I made a pact with myself to post one painting a day for a year, and then I kept going.” Her paintings feature her own wacky vocabulary of images inspired by everything from vintage women’s magazines to restaurant menus.

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OPPOSITE
FreedomWig has a simple interface that allows viewers to see and enjoy Rich’s paintings. Her work exhibits a kind of charming naiveté coupled with sassy social commentary on the lives of women in general, and Rich’s own personal experience. Her work has appeared in numerous magazines, including McSweeney’s and Nylon, as well as in gallery shows and exhibitions.

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Rich came to illustration after holding various jobs, including fast-food worker and corporate cubicle slave. She took night classes, eventually enrolling in art school, and most recently pursuing her master’s degree in grad school. Her distinctive voice, with its well-earned raw edges, stands out in a world dominated by pleasantly suitable illustration styles.

RIGHT
“The strength of Rich’s visual language results in raw, edgy, and sometimes disturbing images,” says design journalist Matthew Porter. “She communicates a heightened sense of irony, a byproduct of her amusement with life, for better or for worse. In short, Rich’s work is informed by her experiences, but unlike some, she never really imagined her story would inform any art, much less her own.”

Time Management

Strictly speaking, time management is an ongoing activity that all team members must engage in throughout a design project. However, it is an issue to address upfront in the planning of a design project as well. When scoping the work (see page 40) and then creating a thorough WBS (page 66), the project manager knows exactly what will be done and the hierarchical nature of the tasks (if relevant). He or she has also determined approximately how much time it will take to complete the tasks and has committed all of this information into a schedule. This is great in theory, but will it work in reality? This is where time management checks and balances are helpful in staging a job and staying on track with the projected work flow.

Designers Need Time Sheets

The best tool to aid in time management is time sheets, which record in fifteen-minute intervals what a designer is doing during his or her workday. Many designers resist this practice—mostly because it is tedious. Some also believe time sheets are irrelevant if a project has a fixed fee, instead of being billed hourly. That is a short-sighted notion. Time sheets are extremely valuable because they are an essential tool for ensuring profitability and estimating future work.

Time sheets allow design managers to track the team’s progress. By reviewing time sheets on an ongoing basis (daily or at least weekly is most useful), a manager can understand if the amount of time he or she planned for the work is going forward as envisioned. Knowing this earlier rather than later means the manager can

•  Uncover performance flaws in the team and hopefully rectify the situation

•  Question why the work isn’t being done as planned, often uncovering the need for a change order to the client

•  Reduce the time allotted in later phases of work if possible, to make up for increased time consumption in earlier phases

•  Request additional time from the client

Involve the Client

Because any schedule is bound to change, a project manager should notify the client that the schedule may need to undergo alterations. If the client knows this upfront, designers have a much better chance of managing the client’s expectations and heading off trouble and misunderstandings.

Planning and scheduling design is about forecasting. It’s about making educated guesses and watching how these guesses play out in reality. Time management analysis—at the onset and throughout the project—is critical. A great project manager will look at the facts, such as time sheets and the completed work, and extrapolate out toward the final goal. Close observation of how the team is spending their time will allow the project manager to make better scheduling decisions in the future. Plus, a manager may be able to adjust the schedule for the current project by renegotiating with the client.

Scheduling Software

Project management software usually contains a scheduling component. These are often robust, and sometimes too labor intensive for the needs of many design projects. One great aspect of using this software is that it typically is linked to email. This is useful for alerting the manager or team members with built-in warnings about how much time has been used to date. Some designers simply use a web-based shared calendar as their project scheduling device. Others like project status reports that are essentially daily to-do lists emailed to the team. Still others have quick daily face-to-face team meetings to review the previous day’s work and chart the course for that day’s activities. Use whatever level of complexity and detail your team prefers.

Software Shows What Takes Precedence

Nearly every design firm will benefit from someone looking at the firm’s overall work flow and capacity. A manager needs to look at any potentially conflicting due dates and client demands. One of the best ways to facilitate this is to use scheduling software.

The relationship between and among the different activities required to complete a project that must be done in a particular sequence is called a precedence relationship. Software is a good means for tracking and managing these relationships. A map of the tasks that must be completed before the next step is begun can easily be visualized in a Gantt chart (see page 69), which many scheduling software programs create.

Software Helps Contingency Planning

Design managers may wish to build in some extra time to complete a task or phase of work, by indicating on the schedule that the work will take longer than they know it will. This is called contingency planning. Building in time contingency, and then managing to that time frame, will help the team stay on schedule. For example, if an activity is slated to be done on Thursday, ask for the work at the end of the day Wednesday to ensure that the work is completed for Thursday. Allowing some slack in a schedule means a manager has a little bit of a buffer, and understands precisely how much a schedule can slip before it causes real delays and problems for the project.

One caveat: Giving false due dates and then sitting on the work or making arbitrary additional changes to it because you have the time will annoy the design team and undermine your credibility.

Triage and the Design Firm

Since most design firms are small businesses, they must constantly be juggling resources. Often, the same personnel need to work on a variety of projects simultaneously. Design projects are not always in an active state—designers often must stop what they’re doing to wait for client approvals, content from collaborators, or manufacturing from suppliers. Issues and gaps can arise in any schedule that can cause the work at a design firm to come to a halt. It just makes good business sense for the design firm to fill in those gaps with other work.

Coordinating the requirements of several simultaneous projects can be complicated for a design firm. It requires a kind of 3-D thinking: monitoring what is happening, tracking expectations, and anticipating next steps.

So that no client or project suffers, someone has to keep track of all open jobs, much like a triage nurse sorts patients in a hospital emergency room according to urgency. To make triage decisions and juggle project demands, ask yourself

•  What must we absolutely get done?

•  How does the work look after it’s slotted into day-parts (morning, afternoon, evening)?

•  What can slide until the next day?

•  Which jobs now require a change in schedule?

•  Who has to be alerted of this change in schedule?

•  How does this change affect the overall delivery dates for each open job in the firm?

•  Who are we disappointing?

•  What is the financial value of that disappointed client to our firm’s business? Should we be disappointing them—or some other client?

•  What are the repercussions, if any, of a missed deadline?

Design Process: Storytelling through Space

By Jan Lorenc

Our work is typically coordinated with a team of architects, interior designers, landscape architects, content developers, client liaisons and marketing professionals who work both inside and outside the firm. The basis of our team’s creative process is a holistic investigation into the organization or the story in need of communication. This method uncovers the client’s individual story and expresses it in a coherent and attractive manner. Our approach looks at the company or environment and strives to incorporate the richness of its culture and context into the project. Everything from the site plan to the landscape, lighting, building interiors and graphic images down to the micro level is part of the unified and unique narrative.

Multidisciplinary collaboration creates rich visual and program designs by engaging clients’ various constituents—donors, scientists, teachers and other community members—and by developing stakeholder involvement and participation. This helps to make complex stories and subject matter accessible to children, visitors, employees, or donors and cultivates community stakeholders to ensure the longevity of the project.

Our design process is drawing intensive and uses multiple analysis and documentation approaches. This ensures that all project stakeholders are fully engaged and contribute to the unified story. A project may include storyboards, a design element matrix, a planning analysis, and a written narrative. We also focus on integrating dynamic technology into our storytelling. Rich interactive environments are the most effective in telling ongoing, evolving stories. Dynamic media is integrated into nearly every exhibition, with content management being an integral part of the design process.

As individual design specialists add their expertise, the client’s story becomes more refined and developed. Despite the high level of collaboration, the project designer maintains the leading role, making sure that the message is consistently articulated from top to bottom.

Ten Reasons Design Project Schedules Fail

Every design project brings its own unique challenges.

Here are some common reasons why design projects to go off track:

image Creativity means uncertain durations—it doesn’t always happen exactly within a specific time allotment
image Problems on another project demand the team’s attention and everyone must focus on addressing that and not the current project
image Client delays in approval or providing information
image A poorly forecasted or overly optimistic schedule was created by the project manager
image Technological troubles—software conflicts, IT issues, bad file management
image Steeper learning curve than anticipated
image More client and/or designer revisions were required, causing more work and expanding time requirements as well
image Bad creative brief, meaning poorly defined scope of work, incorrect Work Breakdown Structure, resourcing, and scheduling. Essentially, working on the wrong problem in the wrong way and wasting time.
image Unforeseen complexity and degree of difficulty
image Poor communication and team interaction

Details, Details, Details: Asset Management

Planning is a multitiered exercise. Trying to conceive of every possible contingency in a design project is an exercise in futility. It’s best to just review the major issues, forecast as much as possible, and adapt as the project moves from point A to point Z. So many things can go wrong in a design project, and most of them concern missed details—those hundreds of little things that must be factored in, remembered, and utilized to develop great design. Doing the job right means getting those details right.

From the beginning, you must set up a means of communication and sharing creative assets. An asset is any file, physical object, element, or artifact that is created or utilized for a design project. Asset management is not strictly a planning issue, but you must plan a work flow method among designers that supports good collaboration. If you’ve ever seen a design team’s work stopped or delayed because they printed out the wrong version of a file or they must revise finished art because they used the wrong version of the client’s logo, you’ve seen the problems inherent in not managing the details and assets of a job properly. These issues can cost significant time and money.

Good File Hygiene

Because nearly all of the designers’ work product—whether in progress or finished—is digital, creating a basic digital asset management system is fast and relatively easy. However, it takes some time and a lot of commitment to maintain the system on an ongoing basis. Here are the rules for using a bare-bones digital asset management system:

•  Use unique job numbers for each project (see page 51).

•  Set up a folder for each client.

•  Within the client folder, place folders for each unique job number.

•  Within each numbered job folder, create a subfolder called:

•  RESEARCH (all background information)

•  IMAGES (all illustrations, photography, and logos to be used in the work)

•  STUDIES (all work in progress)

•   PRESENTATIONS (all client presentations and PDFs)

•  FINALS (all finished art)

•  COPY (all copy and text to be used in the job)

•  Name each document in all of these files consistently with a date and job number code; for example, 01_02_10_ABC101

If everyone on the design team understands the naming and filing conventions—whether it is the system suggested here or something else—and complies with it, the project’s assets will be easy to find and use. The result is a consistently and properly managed scheme for good file hygiene that will reduce time consumption, improve work flow, cut down on errors, help avoid duplication of effort especially because of lost items, boost collaborative sharing, and promote efficiency, all of which will improve responsiveness, speed up the work, and reduce costs.

A variety of software solutions—web-based and internal network—aid in digital asset management. They involve tagging the files with metadata (e.g., client information, file type, categories, graphic elements, classification, media, designer name, version codes, etc.) and can be expensive and time-consuming to administer. But in large organizations with many users, multiple projects, and, especially, various branches, it is worth the time and effort to implement one of these systems.

Project Profile in Planning:

Garaz designed by Siedemzero / Warsaw, Poland

Garaz

Garaz #3 features skateboard culture–inspired music and video. Siedemzero designed the DVD packaging and promotional collateral, including the movie’s one sheet poster. The graphics are witty, bold, and rough around the edges.

“The fact that I live in Poland obviously has a significant effect on my work. It may seem odd, but I come from a generation that was raised during the time when Poland was a very empty place. All the things people dreamed about practically did not exist. The only thing left was self-initiative.”
—Pawel Piotr Przybl, creative director, Siedemzero

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Benchmarking

Because graphic design is an iterative and collaborative process, logical points, benchmarks, or milestones occur during the course of work and present themselves at the end of phases (see the process chart on pages 10–11 for more information about phases of work).

In business, the word benchmark suggests certain standards being met. In design, it typically is used to mean a phase deadline for completion of a certain amount of work. If we merge the two meanings and look at benchmarking in planning as finishing the work to a particular standard of expectation, benchmarking becomes a holistic tool for monitoring the design process.

Graphic Design Benchmarks

Here are some common design project benchmarks:

•  Kickoff meeting

•  Creative brief

•  Design criteria

•  Design strategy

•  First presentation of design

•  Design refinements

•  Approval of final design

•  Release of finished artwork files

What Impacts Benchmarks?
When looking at how well the design team is meeting their goals and benchmarks, review the following items, as they impact the success of benchmarks:

•  Creative Leadership
Having a clear vision, understanding and providing feedback based on a creative brief, and coaching and mentoring the design team to get the best creative out of them. Typically, this is the creative director’s job, but it also is heavily affected by the client.

•  Rigorous Culture
Having an environment where deadlines are respected, work flow is orderly, and yet creative excellence is also revered. For both business and design, creative excellence is a result of a vigorous culture.

•  Skilled Personnel
Not just having enough people, but the right people, working together on the project. Each person has definite roles and responsibilities. These people must possess creative muscle and know how to use it.

•  Proper Motivation
Having a love for the challenge of solving problems and utilizing talent. There probably are lazy designers in the world, but most designers are intensely motivated to do great work, and they genuinely enjoy the design process. Designers who don’t feel this way probably are in the wrong profession.

Bigger Questions

To assess benchmarks, a manager needs some specific measurable areas of performance to determine how well the project is progressing. This can be as simple as seeing if the project’s interim deadline was completed as scheduled. Don’t just ask: Is it done? Instead, ask: How well is it done? Does it meet our expectations? Will it meet the client’s expectations? It can also be as complex as assessing the job performance of certain designers to see if they are meeting expectations on the project.

So much of design and the design process is subjective. The more objective metrics that can be employed, the more designers can repeat their successes. At the end of the day, however, it comes down to client satisfaction and design effectiveness. Here, too, graphic design is often evaluated on objective criteria. It is worth our efforts as an industry to have a measurable process with clear benchmarks that can be communicated and that can prove design’s value to business. The incremental steps carefully monitored and recorded by a project manager become evidence of a professional measurable methodology that improves the client’s ROI (return on investment).

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