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ANO ANG MENSAHE!! Helping us figure out what clients want ...DAHil nakakapagoD yung laging ganito

Figuring Out What Clients Want - Basic Client Facilitation Workshop

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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).

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Page 1: Figuring Out What Clients Want - Basic Client Facilitation Workshop

ANO ANG MENSAHE!!

Helping us figure out

what clients want

...DAHil nakakapagoD

yung laging ganito

Page 2: Figuring Out What Clients Want - Basic Client Facilitation Workshop

SERIOUS STUFF:

EXPECTATIONS?

Page 3: Figuring Out What Clients Want - Basic Client Facilitation Workshop

SERIOUS STUFF:

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

Page 4: Figuring Out What Clients Want - Basic Client Facilitation Workshop

clients are people, too.

Page 5: Figuring Out What Clients Want - Basic Client Facilitation Workshop

NOBLE GOAL:HELP THEM UNDERSTAND WHAT THEY WANT.

WE JUST DON’T WANT THIS TO HAPPEN.

Page 6: Figuring Out What Clients Want - Basic Client Facilitation Workshop

1. KNOW THYSELF.THEN FORGET.

2. KNOW WHERE YOU’RE GOING.

3. COLLECT, THEN SELECT.

Page 7: Figuring Out What Clients Want - Basic Client Facilitation Workshop

CHECK YOURSELF.THEN FORGET YOURSELF.

Page 8: Figuring Out What Clients Want - Basic Client Facilitation Workshop

EXERCISE 1

Page 9: Figuring Out What Clients Want - Basic Client Facilitation Workshop

THINK OF YOUR FAVORITE PROJECT :)

Page 10: Figuring Out What Clients Want - Basic Client Facilitation Workshop

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

Page 11: Figuring Out What Clients Want - Basic Client Facilitation Workshop

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?

Page 12: Figuring Out What Clients Want - Basic Client Facilitation Workshop

Shutting up

Repeat (Use words they use)

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

Page 13: Figuring Out What Clients Want - Basic Client Facilitation Workshop

EXERCISE 2

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

Page 15: Figuring Out What Clients Want - Basic Client Facilitation Workshop

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

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no absolute objectivity.

Page 17: Figuring Out What Clients Want - Basic Client Facilitation Workshop

AWARENESS.

Page 18: Figuring Out What Clients Want - Basic Client Facilitation Workshop

DEFENSE MECHANISMScoping

Page 19: Figuring Out What Clients Want - Basic Client Facilitation Workshop

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

Page 20: Figuring Out What Clients Want - Basic Client Facilitation Workshop

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

Page 21: Figuring Out What Clients Want - Basic Client Facilitation Workshop

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”

Page 22: Figuring Out What Clients Want - Basic Client Facilitation Workshop

what are you usually

trying to find?

Page 23: Figuring Out What Clients Want - Basic Client Facilitation Workshop

DON’T BELIEVE WHAT THE CLIENT IS SAYING.

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

Page 24: Figuring Out What Clients Want - Basic Client Facilitation Workshop

THE BASICS

Page 25: Figuring Out What Clients Want - Basic Client Facilitation Workshop

what is the product

supposed to do?

Page 26: Figuring Out What Clients Want - Basic Client Facilitation Workshop

who is the

product for?

Page 27: Figuring Out What Clients Want - Basic Client Facilitation Workshop

THE REAL SCORE

Page 28: Figuring Out What Clients Want - Basic Client Facilitation Workshop

what should the project

accomplish for the business?

Page 29: Figuring Out What Clients Want - Basic Client Facilitation Workshop

how will you, personally,

define success for the product?

Page 30: Figuring Out What Clients Want - Basic Client Facilitation Workshop

how would you like to be

involved in the project?

Page 31: Figuring Out What Clients Want - Basic Client Facilitation Workshop

POINTERS.

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

DON’T BE AFRAID TO LOOK

LIKE YOU DON’T UNDERSTAND.

REPHRASE. TO CLARIFY.

Page 32: Figuring Out What Clients Want - Basic Client Facilitation Workshop

COLLECT AND SELECT.

Page 33: Figuring Out What Clients Want - Basic Client Facilitation Workshop

Keep an open...

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Page 35: Figuring Out What Clients Want - Basic Client Facilitation Workshop

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

I HOPE YOU HAVE AMAZING MEMORY.

Page 36: Figuring Out What Clients Want - Basic Client Facilitation Workshop

OBJECTIVITY

DIRECTION

OPENNESS

BE AWARE OF YOUR BIASES.

DON’T ASSUME YOU KNOWWHAT THEY MEAN.

THINK: HOW WILL MY TEAM USE THIS INFO?

Page 37: Figuring Out What Clients Want - Basic Client Facilitation Workshop

SERIOUS STUFF:

QUESTIONS?