by David Sleight
One of the greatest challenges any designer
faces is articulating the intuitive. Clearly explaining
the hows and whys of the craft—putting words to
things you may take for granted—can be a thorny
business. Now try doing it under pressure, toe to toe
with a steely-eyed boss or client who simply doesn’t
have the time to engage, and you’ve entered another
league entirely.
The good news is that designers already
have what it takes to deliver gracefully under fire. It’s
baked right into the job. Good design is iterative, the
result of removing the unnecessary until only real value
remains. A good presentation, even on the business end
of a firing squad, is no different. All that’s needed
are a few best practices to keep your focus sharp and
the meeting repartee humming.
The buddy system
As the old saw goes, practice makes perfect. And when
it comes to practice, the bargains don’t get much
better than peer review. No risk to life, limb or project
needed. No formal meetings required. Simply turning around
and asking, “What do you think?” is enough
to get the ball rolling.
You don’t have to agree with everything
you hear—that’s the point. Use your colleagues’
questions to get outside your own head, thinking about
the work from other perspectives. Getting beaned by a
fellow designer’s wild-card critique might smart,
but it’s the kindest sort of cruelty there is. Better
you hear it now than in the meeting room.
Try to discuss every criticism rationally.
Explain your decisions. And no, “It just works”
doesn’t fly here. Think more like, “This layout
leads the eye across the most important sections of the
page.” Getting to the heart of the “why”
as succinctly as possible is key.
Remember, just because design can be subjective
doesn’t mean it’s baseless. Somewhere deep
down you’re making decisions while you’re
designing, whether you’re conscious of them or not.
The trick is hauling those decisions up to the surface
where you can throw some light on them.
As you begin to assemble your talking points,
focus on utility as a way to clearly define those decisions
and explain them to your audience. (And don’t forget
that aesthetics can have utility too!) Pick discrete elements
in your design and ask yourself, “What does this
do?” Better yet, “What does this do for the
user?” If you’ve made an earnest effort to
answer these questions and keep finding yourself at a
loss for words, it’s probably time to head back
to the proverbial drawing board.
Gone in 30 seconds
Now that you’ve fielded some constructive input,
it’s time to get acclimated to being under the gun.
Got a clock handy? Good. Now watch that second hand and
keep the following guideline in mind: once you’ve
finished your initial pitch in a tough client meeting
you’ll only have about 30 seconds to answer any
individual question.
No, really.
Harsh? More like realistic. (Actually you
may find 30 seconds is a lot more conversation than you
thought!) Sometimes you’ll be a little over. Other
times under. What it boils down to is there isn’t
a lot of room for going “off message,” as
the wonks like to say.
Here’s where that peer feedback is
truly worth its weight in gold. Chances are, you heard
some of your client’s questions coming out of your
co-workers’ mouths already. By taking the best nuggets
of those earlier conversations and distilling them down
to a few sentences apiece, you’ll be ready to deal
with a hefty chunk of the most common remarks. Again,
think of the clock when planning things out and you’ll
do fine.
If there’s a real gem in your design
that you’re simply bursting to wax poetic about,
you can always have more in reserve, but understand that
extended conversation is typically invite-only. It’s
nothing personal—we’re all busy people. Even
in the rare case when your project is the most important
thing going on in the client’s world, it will never
be the only thing going on. If they’re blessed with
the extraordinary luxury of extra time, they’ll
let you know on their own terms.
The lay of the land
This next bit of advice isn’t revolutionary by any
stretch, but it gets skipped far too often: take the time
to research your audience, even if only a little.
You shouldn’t climb into the cockpit
of a fully armed fighter jet without knowing which buttons
can cause an international incident, and you certainly
shouldn’t walk into an important meeting without
knowing something about your audience. It’s to your
benefit to find out as much as possible about the people
you’re about to share a conference table with. It’s
as much about determining what’s audience appropriate
as it is about preparing for the unforeseen.
The odds are pretty darn good someone other
than you has met with these folks before (approaching
statistical certainty if the client is internal). Try
tapping into institutional memory by starting with a supervisor
or co-worker. Have they ever heard of them? Maybe dealt
with them before? If they haven’t they can probably
point you in the direction of someone who has. If you
happen to be the boss (lucky you!), or an independent
contractor, you’re likely already dealing with a
project manager or company contact who can clue you into
references.
Once you’ve located your source, find
out about things like individual meeting styles, previous
dealings, company history. Just to be clear, don’t
be invasive. There’s no need for grainy surveillance
photos or a Tom Clancy–style dossier. Just enough
to give you a sense of tact.
Now that you know something about the client,
don’t go to extremes trying to anticipate their
every move. Just keep yourself tuned into the broad themes.
Strong reputation for a conservative approach? Might want
to dial back on the dancing logos. Best toga parties in
town? Okay, shoot for a little more panache. This preview
of coming attractions also keeps you from being blindsided
by a client’s infamous hatred of orange logos or
penchant for conducting meetings from the office treadmill.
(Go ahead, laugh—it sounds funny until it actually
happens.) A little insight up front can keep you unflappable
in the face of the otherwise unexpected.
Succinctly
Ultimately, the goal of all this preparation is to make
you a better designer all the time, not just when you’re
being put on the spot. Developing a clear, concise communication
style is probably one of the most important things you’ll
ever do for your career.
Through constant practice and execution,
you’ll become ever more adept at fine-tuning your
approach on the fly, but the fundamental building blocks
will always be there. Find the message, then deliver it
to the audience with clarity and speed.
About the Author
David Sleight is the Deputy Creative Director of BusinessWeek.com,
and writes about design, the web, and anything else that
strikes his fancy at Stuntbox.
When he’s not pushing pixels or punching code he
can be found exploring the wilds of New York.