From the course: Running a Design Business: Selling Design to Clients

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Developing criteria for approval

Developing criteria for approval

From the course: Running a Design Business: Selling Design to Clients

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Developing criteria for approval

- Developing criteria is a step that is often overlooked and is key to the success of a project. Once you've compiled your questions and are satisfied with the answers, you need to present your findings to the client. A check-in gives everyone a chance to correct any errors or understand that things are not exactly what they thought. The presentation needs to include the following, a title slide or a page that lists the client, date, and your name. First, a statement of the assignment presented. If the client doesn't agree with that, everything else may be irrelevant. Second, the findings from your research. This isn't based on the answers you asked, but on empirical data. If you have access to this information, list key points such as number of employees, locations of offices, types of products, annual revenue, and any other fact that clarifies reality. It may seem the client will already know these things, but almost always someone in a meeting will say they had no idea about a…

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