The Project Planning Worksheet has been a popular tool. Re-imagining the Planner as a Coda Doc has transformed it into an even more powerful tool.

 How To Get Where You Want To Go

                             
GPS? 

Yes, but No.

I'm not talking about travel. I'm talking about how you achieve goals, objectives and non-physical stuff like that. We have all had the experience of making a plan or setting a goal that proved hard to implement or achieve. Somewhere in the process, often right at the beginning, obstacles appear. Not tasks, but real ’how am I supposed to do that’ obstacles. I am going to show you why that is a good thing and not the ’killer’ that you might suppose it is.

I have been using this free graphics tool for three years. Canva is a graphic design program that anyone can use. It is drop-dead easy. Check it out here.

Canva has proven itself to be so helpful that I recently started using the Canva For Work version that has a few bells and whistles I like. $12.95 a month saves me at least an hour a month, but you won't need that. Canva is free and really powerful.

When you are looking for work, this may seem counter-productive; but it is a good practice to evaluate every job beforehand. 
Your insurance agent, your attorney, and your marketing advisor will all agree that making sure this project is worth pursuing is a good thing. The insurance agent and the attorney are looking at the potential for trouble that working with this type of client, this particular client or this project type can lead to. 

Your marketing advisor is looking at the big picture of where you want to go and whether this opportunity is a step forward, sideways or backwards. The type of work you do and the people you work for speaks volumes to all your clients and potential clients. Choosing the right projects and the right clients is a key element in developing your niche and reaping the rewards that come from not being a commodity. 

From a purely business perspective, a project is like a new product line. You should evaluate both before jumping on board. For a project a detailed evaluation doesn't need to take much time, especially if you have an established method for doing the evaluation. The attached form came from combining several processes that were recommended to us over the years. 

The thrust of the evaluation is to uncover any concerns you have about the project or client beforehand, and then to develop a plan for addressing those concerns or "passing" on the project.
We found it works best with just two or three people involved: the person who found the opportunity and who knows the most about it, a principal of the firm, and perhaps one other senior person.

Once you go through the process a few times you will find that you want to keep the form handy as a kind of questionnaire to use with potential clients.

I’ve read recently that organizations are starting to recognize that they no longer function like a hierarchy, which comes to us from a military model that is probably 10,000 years old. Instead they recognize that a network is closer to reality. In a network each node (person) is connected to several others. Sometimes there is a client-vendor relationship. I would include boss-employee relationships under client-vendor for the sake of simplicity. Simplicity might be at odds with clarity, though. Other times the relationship is more peer-to-peer or even resource-researcher.

What nodes do you see in a smallish design firm?

• Owner/client (client-vendor)
  
• Principal-in-charge (client-vendor)*
  
• Project architect
  
• Structural engineer
  
• M/E engineer
  
• Civil engineer
  
• Hardware consultant
  
• Bookkeeper
  
• CAD tech
  
• Resources:
  
• AIA Contracts
  
• RS Means cost data
  
• ARCAT specs

* I tried labeling each node above and quickly learned that many of them will have multiple labels. ’Lesson learned’ is that words aren't a very helpful tool in describing networks. Graphics are needed.

It's kind of odd that you can't easily draw a network because there are very few tools that can handle it. CAD is the handiest (lucky for us), but outside the design field what would you use? Lucidchart, mind mapping, drawing tools like the Inkflow app? Because until you draw the network, it's pretty hard to think about it. That’s one reason hierarchies have worked so well - just assign people to roles: soldier, squad leader, platoon leader, company commander, etc. No need to draw it.

Mind mapping doesn't work unless your program allows interconnections - this one (iBlueSky app) doesn't. Fig 1.

Lucidchart works pretty well. Fig 2. A Lucidchart network diagram lets you use shape, color, line types, and arrow heads to convey information about your network. This might be better than CAD. Lucidchart’s toolbox makes it pretty easy to recognize all the subtle relationships in a network. (In Fig 2 I used their ’Flowchart’ shapes with one of the simple themes.)

I tried Inkflow, too, but I didn't see any benefits of drawing the network by hand, even if you can cut and paste easily to re-arrange nodes. Fig 3.

I think we are in for some really big changes when you combine this management concept, the prevalence of contract workers and the move to embrace more telecommuting. Design firms don't seem to be in a leadership position on these changes except maybe contract workers, thanks to the Great Recession. Not being a leader, though, doesn't mean you won't be affected.

I tried for years to sketch our organization; now I see that I wasn't using the right concept/tool to tackle the job.

Here is an article with an interesting comparison.

http://www.digitalinnovation.pwc.com.au/hierarchy-vs-network-business-models/

There are probably thousands of ways to estimate design fees. My method has evolved over 30 years into this approach that I am sharing with you. 

Estimating design fees is part science and part art (OK...it’s math and guessing). The approach that I use is dictated by the size/complexity of the project, who the competition is, and who the client is.

Before we get into the nuts and bolts, let's dispense with 'competition' and 'client' considerations. These two issues affect what you do about the number that you have arrived at as 'the fee'.

Every time I have used this technique for understanding cut and fill, an engineer has told me "You can't do it that way" or even "That doesn't work". And yet I always get useful information that engineering can't provide. Well, it can provide it but there are impediments. First you need an engineer on board. Second you need a proposed topo to give him to work from. And third you have to convince him to do this several times. Of course all this takes a week to get the engineer on board, a day to create and send the proposed topo, and an indeterminate amount of time to get the revisions. I can use this technique to get a 'good-enough' answer in a couple of hours.

Why do I want to know about cut and fill? Basically I want to know because I don't want everyone to get excited about my fabulous site plan only to learn later that earthwork will cost more than the building. So I want to know that my idea will be defendable. Plus I love this site planning stuff.

I can't recall who told me about HootSuite, but it was likely a post on TechCrunch. I used to be an avid reader of their posts. Anyway I tried it, then set it aside, and then picked it up again and, now, I use it constantly - the free account, that is. My blogging process uses HootSuite as an integral part. I work out a concept/outline in Inkflow. Then I use iA Writer to write it up. Cut and paste from Writer into Weebly where I add formatting. Publish the article. Grab the URL and post to Google+. IFTTT sees the RSS update and posts to LinkedIn and Facebook. I go back to Writer and turn out some tweets. Cut and paste the tweets, with URL added, into HootSuite to post them at the selected times. Rinse and repeat. So I use HootSuite almost every day. 

Being able to schedule all the tweets about the new article at one time is a real time-saver and makes my process achievable in one to two work sessions a day. Somewhere along the way I heard about Buffer and ignored it because I had HootSuite. This past week I read a post about the best blogging tools, and Buffer was mentioned. So I checked it out again, thinking "what do they know that I don't". So I signed up for the free account and started kicking the tires.

You know how you keep hearing about change?  And how everything is going to keep changing even faster?

Well, here is the first wave - the Structure Sensor. It is a device that captures the shape of the real world around you. Every architect, designer, sculptor, and contractor on the planet will “need” one of these. I know I do. And at under $400 for the device that mounts on your iPad, you will be seeing these devices everywhere. Maybe you already have. This Kickstarter Project reached its goal in November and should have shipped a lot of them by now.

Here are three links to check it out.

This is the home page for the device’s website.

This link is to the Kickstarter page.

This link is to a short review of the Structure Sensor.

I have confessed to being “distracted” when it comes to Business Development. My favorite tool for overcoming the distracted-ness is a contact management tool developed by 37signals called Highrise.* The thing I like about Highrise is that with the minimum of effort you can track the development of a relationship with a prospect. I blind copy or forward my emails into the prospect’s page, set tasks for making the next contact or the needed follow-up, and add notes from meetings and phone calls. I end up with a chronology of all my interactions. With just a few minutes a day, which works much better for me than once a week, I am able to keep all my efforts moving forward.

The four main features I use in Highrise are Contacts, Tasks, Cases and Deals.

Contacts: individuals or organizations that you want to manage a relationship with

Tasks: TO-DOs related to contacts or other efforts, say, your website. You can get notified by email or SMS when due.

Cases: this is a way to pull together multiple contacts to make it easier to manage the effort to win a potential project where several people are influencers. Perhaps members of a board or building committee...

Deals: once a project is formed, you can use a Deal to track RFPs, interviews, value of the fee, wins and loses.

Check this all out at their website.