Figuring Out What Clients Want - Basic Client Facilitation Workshop

Post on 30-Nov-2014

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Presented March 2013 to the client-facing strategists of ABS-CBN Digital Brand Management. The workshop was for the tech-savvy, assertive, young marketers whose role was to both pitch to Clients and receive project requests. We wanted the team to have an aligned knowledge of asking, probing and clarifying product-related questions with Clients. The short primer talks about facilitation watch-outs and basic questions for product development (objectives, success metrics, target audience).

Transcript of Figuring Out What Clients Want - Basic Client Facilitation Workshop

ANO ANG MENSAHE!!

Helping us figure out

what clients want

...DAHil nakakapagoD

yung laging ganito

SERIOUS STUFF:

EXPECTATIONS?

SERIOUS STUFF:

WHY I THINK IT’S COOL THAT I’M “TEACHING” THIS

clients are people, too.

NOBLE GOAL:HELP THEM UNDERSTAND WHAT THEY WANT.

WE JUST DON’T WANT THIS TO HAPPEN.

1. KNOW THYSELF.THEN FORGET.

2. KNOW WHERE YOU’RE GOING.

3. COLLECT, THEN SELECT.

CHECK YOURSELF.THEN FORGET YOURSELF.

EXERCISE 1

THINK OF YOUR FAVORITE PROJECT :)

what the hell is this? I didn’t understand some of the questionsset of questions - preparing yourself “going to war without a gun”cathartic “hindi lang pala ko ang may problemang ganito”similarities with other people about why they likeshared struggles, shares successnakatulong namakaisip ng follow-up questionseye contactthought it was an AM-Clientlearned about colleaguegarbage in, garbage outpag kinukuwento, enlightenment = marirealize mo yung problems along the way; follow-up questionskung sino ang kausap koyou don’t have to stick with the questionsrelate it to something the person has interest in

1.What is it about the project that you liked? Elaborate.2.How do you feel about the project? Elaborate.3. What don’t you like about the project?4.What events led to the project?5.What are the characteristics of the Clients that led to those events/the project?6. If you were to change something about the situation, so that those events could be avoided, what would it be?7.Who else allowed the situation to happen?

Shutting up

Repeat (Use words they use)

Don’t pretend to know. Even when you do.“What do you mean...”

EXERCISE 2

LOOK AT THE CLIENT REQUEST:WRITE THE INITIAL BRIEF.YOU HAVE 5 MINUTES.

Perspective ng tatlong tao sa website: Role vs. First stage (Ano ang gusto mo)

Bigay-hilig: why was the project neededAM - Client: Alam ko na kasi -hindi, mali eObserver wants to speak up: to be productiveNakakatakot maging Client: once AM starts asking questions - ako yung naiipit, imbes na AM (masyado mo kong pinipiga, ito lang ang gusto ko)Tangina.I need more than 5 minutes: actual Client - Ash isn’tspecifically, Clients’s answerGanun pala yung pressure na meron sa AM: questions na hindi pa rin kaya sagutin ng Clientcome to a point where you both don’t know: how to translate (nahahayaan na lang sila minsan magsalita)Weight is on your shoulders: bakit yung objective doesn’t support your visionNakaka-mindfuck: disprove the need for an app, tapos oo, tapos hindi (zeroing in - when Client doesn’t know what they really want)Paradigm shifts: naiintindihan mo saan sila nanggagaling

no absolute objectivity.

AWARENESS.

DEFENSE MECHANISMScoping

Denial Acting as if something painful doesn’t existRepression Forgetting that something painful happened

Regression Refusing to accept a current experience by reverting to behavior from an earlier development stage

Displacement Taking thoughts and feelings out on another person, object, etc.

Acting Out Releasing pressure through behavior that doesn’t consider personal or social consequences

Projection Attributing thoughts, feelings you don’t like about yourself to another person

Reaction Formation

Converting unwanted thoughts into their opposite; expressing behavior opposite to your feelings

IntellectualizationThinking away distressing or unacceptable situations, experiences or thoughts without emotion or considering emotional consequences

Rationalization Putting behavior or experiences in a different light or offering a different explanation

Sublimation Refocusing or transforming conflicted or unacceptable emotions into productive outlets

KNOWING WHAT TO ASK:WHERE ARE YOU GOING WITH THIS?

Things That Are Brown: “Making Things Hard”

MIX Online: “Discovering Trustworthiness”

A List Apart: “Never Get Involved in a Land War in Asia (or Build a Website for No Reason)”

Boxes and Arrows: Series on “The Stakeholder Interview”

what are you usually

trying to find?

DON’T BELIEVE WHAT THE CLIENT IS SAYING.

AT FACE VALUE.AT THE VERY LEAST: ASK “WHY?”

THE BASICS

what is the product

supposed to do?

who is the

product for?

THE REAL SCORE

what should the project

accomplish for the business?

how will you, personally,

define success for the product?

how would you like to be

involved in the project?

POINTERS.

NOT “DO YOU LIKE...”OPEN-ENDED: WHAT. HOW. WHY.

DON’T BE AFRAID TO LOOK

LIKE YOU DON’T UNDERSTAND.

REPHRASE. TO CLARIFY.

COLLECT AND SELECT.

Keep an open...

IF YOU DON’T HAVE A PIECE OF PAPER, A RECORDER, OR EVERNOTE,

I HOPE YOU HAVE AMAZING MEMORY.

OBJECTIVITY

DIRECTION

OPENNESS

BE AWARE OF YOUR BIASES.

DON’T ASSUME YOU KNOWWHAT THEY MEAN.

THINK: HOW WILL MY TEAM USE THIS INFO?

SERIOUS STUFF:

QUESTIONS?