The following is a guest post by Edward Guttman, Director of User Experience at CodeStreet, LLC and Harvest customer. Ed has been honing his craft as a designer for close to 20 years, and here he shares his thought process behind deciding which projects to take on.
Let’s say your design firm is looking at a healthy sales pipeline and the signs are that you may get more work than you can handle. Everyone should have such problems, right? Should you just hire more people and grab all the work you can? Maybe not. There is a good chance that some of that work isn’t good for your business because it doesn’t align with your goals and your company vision.
Everyone who starts a business does it with some goals in mind and a vision of what kind of company they want to be. Most prospective clients have no idea what these are, so it’s up to you to make sure that you only pursue and take on work that best serves your needs. At my firm, we found that a useful tool was to establish assessment criteria that helped us to filter out work that we didn’t want to take on. These criteria gave us an agreed upon framework for our discussions and allowed us to make decisions efficiently and with confidence. We defined this framework by identifying three key things that an ideal project would provide us: