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A CLIENT’S GUIDE
TO DESIGN:
HOW TO
GET THE MOST OUT OF
THE PROCESS
If you represent a corporation, institution, advertising agency, investor or public relations firm, or
you are an individual in need of graphic design, you’ve landed exactly where you need to be.
Welcome.
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A Client’s Guide to Design: How to Get the Most Out of the Process
Getting the most out
of the process 16
Finding the right designer 19 The design brief 27
Budgeting and managing
the process 29
AIGA standards of
professional practice 32
Business expectations for
the professional designer 36
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Unlike so much in today’s busi- ness world, graphic design is not a commodity. It is the highly
indi- vidualized result of people coming together to do something they couldn’t do alone. When
the col- laboration is creative, the results usually are, too. This chapter is about how to get
creative results. Developed by AIGA, the discus- sion that follows will give you realistic, useful
information about the design process–from selecting a design firm to providing a clear
understanding of objectives, eval- uating cost and guiding a project to a desired end. It is a kind
of “best practices” guide based upon the best thinking of many differ- ent designers with very
different specializations and points of view, as well as clients of design who have a long history
of using it suc- cessfully for their companies. The fundamental premise here is that anything
worth doing is worth doing well, but if it’s to be done well, it must first be valued.
The value position
Design—good design—is not cheap. You would be better served to spend your money on some-
thing else if you don’t place a
high value on what it can achieve. There’s a view in Buddhism
that there’s no “good” karma
and no“bad” karma, there’s just karma. The same can’t be said
for design. Karma is a universal condition. Design is a human act (which often affects conditions)
and, therefore, subject to many variables. When the word “design” is used here, it is always in
the context of good design.
A lot of famous people have written many famous books on the im- portance of design and
creativity. The subject matter ranges from using design and creativity to gain a strategic
advantage or make the world a more livable place—and more. Much more. The focus here is on
how to make the process of design work in the business envi- ronment so that the end product
lives up to its potential.
We live in a time of sensory as- sault. Competing for “eyeballs”— which is to say, customers—is
more than just an internet phenomenon. The challenge for companies everywhere is to at- tract
consumers to their products and services and keep them in the face of fickle markets.
The answer to this challenge starts with each company’s people, products and services, but it
doesn’t end there. How companies communicate to their markets and constituencies is
becoming the primary means of differentia- tion today. Never, in fact, has ef- fective
communication been more important in business. And it has increased the pressure within
companies to establish environ- ments and attitudes that support the success of creative
endeavors, internally and externally. More often than not, companies that value design lead the
pack.
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Books designers read:
■ 6 Chapters in Design, Saul Bass
■ AIGA: Professional Practices in
Graphic Design, AIGA
■ Blur: The Speed of Change in the Connected Economy, Stan Davis & Christopher Meyer
■ Bradbury Thompson:
The Art of Graphic Design, Bradbury Thompson
■ The Cluetrain Manifesto:
The End of Business as Usual, Christopher Locke
■ The Death of Distance, Francis Cairncross
■ Jamming: The Art and Discipline of Corporate Creativity, John Kao
■ The Lexus and the Olive Tree, Thomas L. Friedman
■ Looking Closer: Classical Writings on Graphic Design,
ed. Michael Bierut
■ New Rules for the New Economy, Kevin Kelly
■ Orbiting the Giant Hairball: A Corporate Fool’s Guide to Surviving With Grace, Gordon
■ Orbiting the Giant Hairball: A Corporate Fool’s Guide to Surviving With Grace, Gordon
MacKenzie
■ Thoughts on Design, Paul Rand
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Where to look
There are more than 22,000 members of AIGA, and there
are hundreds, if not thousands, of other businesses providing graphic design that aren’t mem-
bers. There are also other graphic design associations with their own memberships. And this is
just the United States. It’s a big community and, as with all businesses, design is increasingly
global. Where do you start?
The membership lists of AIGA and other design organizations are available to the public.
They are a good place to begin, especially if you’re starting from ground zero. You will find the
lists arranged by city and state, so that if ___location is an issue for you, you can define your search
geographically. Start with AIGA’s online membership directory
at www.aiga.org/directory.
The AIGA Design Archives, designarchives.aiga.org,
the largest searchable online archive of curated communication design selections in existence,
represents selections from AIGA design exhibition catalogues dating back to 1924. The goal of
the online archive is to provide access to examples of design excellence from AIGA competitions,
which are central to the history
of the design profession, and to promote discovery. Visitors are able to create lightboxes of
images, annotate them for reference and share them with others.
Design industry publications are another source. They are both numerous and accessible. Not
only do they publish the work
of designers on a regular basis, many also publish design annuals that display what the publica-
tions judge to be the best design in a variety of categories. These publications will not only show
you what designers are capable of producing, but also how compa- nies of all sizes and from
every sector of industry are using design to communicate effectively.
Reviewing them is a fairly easy way to see a lot of work quickly. Doing so may also tell you some-
thing about where your own de- sign comfort zone lies. And while your personal comfort zone
isn’t necessarily the right yardstick for making a selection, knowing it will help you in the
“briefing” process (more on this shortly).
Still another way to find designers is to look around at what other companies are doing; call the
companies whose efforts you admire and ask for their recom- mendations. Companies that are
doing a good job of communicat- ing are companies who care about it, and they’re typically
willing to discuss the subject. Furthermore, if they’re doing good work, it usu- ally means they
are good clients. Find out from them what makes a design client a good client.
Designers themselves are also good sources. Ask them whom they respect within their field.
There’s nothing wrong with getting them to name their competition. While it might make
choosing tougher, when you make the final selection from among designers who are peers, you
usually come out better than when you don’t. (And if the relationship doesn’t work, well, you
have some future contenders you already know something about.)
What to look for
Locating designers to interview is a fairly uncomplicated proposition. What to look for among the
poten- tial candidates—what makes one or the other the right firm for you—
is more complex. It’s not a beauty contest. Seeing work that you like is important and altogether
ap- propriate as a point of departure. But it’s not enough to warrant a marriage proposal.
The nature and technology of what is designed today is changing and expanding, and so is the
discipline of design. As with many businesses and professions today, there’s more to know, and
the knowledge itself has a shrinking shelf life. Some design firms have organized themselves to
do everything, add- ing new capabilities as the demand warrants. Others do related things, such
as corporate identity and annual reports. And still others do one thing—web design, for example.
If you have a retail packaging project, a firm that designs only environmental graphics might not
be your best choice. Why? Well, the reasons have less to do with design than with technical
requirements, vendor knowledge, pricing and scheduling. The designer who knows how paint
and materials hold up in weather or how signage is viewed from a moving vehicle may not know a
thing about seam wraps and how products are treated on retail shelves.
Still, there is no litmus test to say one firm can do the job and the other can’t, or that a firm
without a certain kind of experience can’t learn. In fact, some companies see a real benefit in
hiring a design firm that brings neither prior experience nor preconceptions to their project. If
you’ve identified
a firm you’d like to work with and are comfortable making a leap of faith, you probably should.
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The “discovery” process is where you can make that determination. And the more thorough you
are, the more likely you are to find a firm with whom you can achieve great—who knows, perhaps
even spectacular—results. So ask questions. Lots of them.
What’s the design firm like to work with? What is its culture and how does that match up with
your company’s? How flexible
is it? Does it want lots of direc- tion? Or lots of latitude? And how much of either are you
prepared to give? Who are its clients? And how did it get them? Does it have a thorough
understanding of their businesses? What kind of working relationships does it have with them?
And with its vendors— from writers to photographers, printers, web consultants and fabricators?
Is it a specialist? Or generalist? Does it have the man- power and technical capabilities to do
what you need? How does it arrive at design solutions?
And don’t stop there.
How effective has the design firm’s work been from project to project? Does it even know? And
does it know why? Can the firm demonstrate that it has done what it promised in terms of
budgets and schedules? Are you talking with the people who will do the work for you? Are they
the ones who did the work you liked?
If not, have you seen their work? Does the firm share the credit— good and bad—for its work?
Does it exhibit a good grasp of business and does the condition of the company reflect this? Do
you feel that you will enjoy working with the people you’ve met?
Some of these questions are subjective, intuitive. Most have concrete answers. If, for example, a
firm can’t tell you what its clients were trying to achieve or how it arrived at its solutions,
chances are it doesn’t deal in ideas. If it isn’t adept at running its own business, it probably won’t
be good at running your project. If it talks only about itself, it may not be a good listener.
To get your answers, go first to the design firms you are considering. Then check out external
refer- ences, especially clients—and not just the references provided.
Get comfortable with the honesty of the firms you are talking to. Find out if their experiences and
those of their clients gel. Trust is essential when you are handing over your wallet and your image
to someone else.
If you find yourself wondering whether all of this is really necessary, ask yourself how seriously
you want to compete in the market- place. Because that is exactly what a good designer will help
you do.
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Top 10 questions
1. How does the firm like to work?
2. Who are its clients?
3. How knowledgeable is it about them?
4. How is it viewed by them? By its peers?
5. What is its design process?
6. What kind of design experience does it have?
7. What kind of results has it achieved?
8. Who will work on your project?
9. Does the firm understand the business?
10. Do you like the people you’ve met?
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You wouldn’t ask a law firm or management consultant to provide you with recommendations
prior to hiring them. A design firm, no less than a law firm or manage- ment consultant, has to
know its client thoroughly if it’s to give valid advice. This takes time and commitment from both
sides. Design competitions—even paid ones—just don’t allow for this level of participation.
Comparisons sometimes are made with design competitions held for the purpose of selecting
architects or advertising agencies. Where these analogies fall short is in the initial effort required
versus future potential. Architects and adver- tising agencies typically present design
alternatives in order to win assignments that represent sub- stantial future billings and ongoing
consulting services to the client.
The “product” comes at the end
of a long engagement (in the case of architecture) or is the cumula- tive effect of a long
engagement (as in advertising campaigns). Either way, initial design represents only a small part
of the project’s total value to both client and architect or agency. Not so with graphic design. The
design approach rep- resents the real value offered by the design firm, and the bulk of the work
may well be completed at the front end of a project.
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The design brief
A design brief is a written explanation given by the client to the designer at the outset of a
project. As the client, you are spelling out your objectives and expectations and defining a scope
of work when you issue one. You’re also committing to a concrete expression that can be
revisited as a project moves forward. It’s an honest way to keep everyone honest. If the brief
raises questions, all the better. Questions early are better than questions late.
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Standards of professional practice
A professional designer adheres to principles of integrity that demonstrate respect for the
profession, for colleagues, for clients, for audiences or consumers, and for society as a whole.
profession, for colleagues, for clients, for audiences or consumers, and for society as a whole.
These standards define the expectations of a professional designer and represent the distinction
of an AIGA member in the practice of design.
The designer’s responsibility to clients
A professional designer shall acquaint himself or herself with a client’s business and design stan-
dards and shall act in the client’s best interest within the limits of professional responsibility.
A professional designer shall not work simultaneously on assign- ments that create a conflict of
interest without agreement of the clients or employers concerned, except in specific cases
where it is the convention of a particular trade for a designer to work at the same time for various
competitors.
A professional designer shall treat all work in progress prior to the completion of a project and all
knowledge of a client’s intentions, production methods and business organization as confidential
and shall not divulge such information in any manner whatsoever without the consent of the
client. It is
the designer’s responsibility to ensure that all staff members act accordingly.
A professional designer who ac- cepts instructions from a client or employer that involve
violation of the designer’s ethical stan- dards should be corrected by the designer, or the
designer should refuse the assignment.
The designer’s responsibility to other designers
Designers in pursuit of business opportunities should support fair and open competition.
A professional designer shall
not knowingly accept any pro- fessional assignment on which another designer has been or is
working without notifying the other designer or until he or she is satisfied that any previous ap-
pointments have been properly terminated and that all materials relevant to the continuation of
the project are the clear property of the client.
A professional designer must not attempt, directly or indirectly, to supplant or compete with
another designer by means of unethical inducements.
A professional designer shall be objective and balanced in criticiz- ing another designer’s work
and shall not denigrate the work or reputation of a fellow designer.
A professional designer shall not accept instructions from a client that involve infringement of
another person’s property rights without permission, or consciously act in any manner involving
any such infringement.
A professional designer working in a country other than his or her own shall observe the relevant
Code of Conduct of the national society concerned.
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Fees
A professional designer shall work only for a fee, a royalty, sal- ary or other agreed-upon form of
compensation. A professional designer shall not retain any kickbacks, hidden discounts,
commission, allowances or pay- ment in kind from contractors or suppliers. Clients should be
made aware of markups.
A reasonable handling and administration charge may be added, with the knowledge and
understanding of the client, as a percentage to all reimbursable items, billable to a client, that
pass through the designer’s account.
A professional designer who has a financial interest in any suppliers who may benefit from a
recom- mendation made by the designer in the course of a project will inform the client or
employer
of this fact in advance of the recommendation.
A professional designer who is asked to advise on the selection of designers or the consultants
shall not base such advice in the receipt of payment from the designer
or consultants recommended.
Publicity
Any self-promotion, advertising or publicity must not contain de- liberate misstatements of
compe- tence, experience or professional capabilities. It must be fair both to clients and other
designers.
A professional designer may allow 34
a client to use his or her name for the promotion of work designed or services provided in a
manner that is appropriate to the status
of the profession.
Authorship
A professional designer shall not claim sole credit for a design on which other designers have
collaborated.
When not the sole author of a design, it is incumbent upon a professional designer to clearly
identify his or her specific re- sponsibilities or involvement with the design. Examples of such
work may not be used for publicity, display or portfolio samples with- out clear identification of
precise areas of authorship.
The designer’s responsibility to the public
A professional designer shall avoid projects that will result in harm to the public.
A professional designer shall communicate the truth in all situ- ations and at all times; his or her
work shall not make false claims nor knowingly misinform. A pro- fessional designer shall
represent messages in a clear manner in all forms of communication design and avoid false,
misleading and deceptive promotion. A profes- sional designer shall respect the dignity of all
audiences and shall value individual differences even as they avoid depicting or stereo- typing
people or groups of people
in a negative or dehumanizing way. A professional designer shall strive to be sensitive to cultural
values and beliefs and engages in fair and balanced communication design that fosters and
encourages mutual understanding.
The designer’s responsibility to society and the environment
A professional designer, while en- gaged in the practice or instruction of design, shall not
knowingly do or fail to do anything that consti- tutes a deliberate or reckless disre- gard for the
health and safety of the communities in which he or she lives and practices or the privacy
of the individuals and businesses therein. A professional designer shall take a responsible role in
the visual portrayal of people, the consumption of natural resources, and the protection of
animals and the environment.
A professional designer shall
not knowingly accept instructions from a client or employer that involve infringement of another
person’s or group’s human rights or property rights without permis- sion of such other person or
group, or consciously act in any manner involving any such infringement.
A professional designer shall not knowingly make use of goods or services offered by
manufacturers, suppliers or contractors that are accompanied by an obligation that is
substantively detrimental to the best interests of his or her client, society or the environment.
A professional designer shall refuse to engage in or countenance discrimination on the basis of
race, sex, age, religion, national origin, sexual orientation or disability.
A professional designer shall strive to understand and support the principles of free speech,
freedom of assembly and access to an open marketplace of ideas, and shall act accordingly.
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Business expectations for a professional designer
In today’s information-saturated world, where an organization’s success is determined by the
power of its brand, professional designers become even more important in ensuring that
companies communicate effectively—an imperative with bottom-line impact. Furthermore, a
professional designer’s ability to execute communications projects efficiently and economically
is more critical than ever.
When a client invests in the services of a professional designer, he or she hires an individual who
aspires to the highest level of strategic design, ensuring a higher return on investment. If a
designer meets the following criteria, he or she will demonstrate the integrity and honor of the
professional designer.
Experience and knowledge
A professional designer is quali- fied by education, experience and practice to assist
organizations with strategic communication design. A professional designer has mastered a
broad range of conceptual, formal and techno- logical skills.
A professional designer applies his or her knowledge about physi- cal, cognitive, social and
cultural human factors to communication planning and the creation of an appropriate form that
interprets, informs, instructs or persuades.
Strategic process
A professional designer combines creative criteria with sound problem-solving strategy to create
and implement effective communication design.
A professional designer solves communication problems with effective and impactful information
architecture.
A professional designer becomes acquainted with the necessary elements of a client’s business
and design standards.
A professional designer con- ducts the necessary research and analysis to create sound commu-
nication design with clearly stated goals and objectives.
A professional designer will submit an initial communication strategy to an organization’s
management for approval and meet with a client as often
as necessary to define ongoing processes and strategy.
Compensation and financial practices
A professional designer provides the client with a working agree- ment or estimate for all
projects.
A professional designer will not incur any expenses in excess
of the budget without the client’s advance approval.
A professional designer may apply reasonable handling and administrative charges to reim-
bursable items that pass through the designer’s account with the knowledge and understanding
of the client.
A professional designer does not undertake speculative work or proposals (spec work) in which
a client requests work without providing compensation and without developing a professional
relationship that permits the designer sufficient access to the client to provide a responsible
recommendation.
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Ethical standards
A professional designer does not work on assignments that create potential conflicts of interest
without a client’s prior consent. A professional designer treats all work and knowledge of a
client’s business as confidential.
A professional designer provides realistic design and production schedules for all projects and
will notify the client when unforeseen circumstances may alter those schedules.
A professional designer will clearly outline all intellectual property ownership and usage rights in
a project proposal or estimate.
Clients can expect AIGA members to live up to these business and ethical standards for
professional designers. Through consistently professional work, AIGA members have
documented substantial bottom-line contributions to corpo- rations and organizations. For more
information and case studies about how professional designers have produced excellent
business results, visit www.aiga.org.
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CREDITS
AIGA | the professional association for design 164 Fifth Avenue, New York, NY 10010
212 807 1990 www.aiga.org
PUBLISHER
Richard Grefé, AIGA
EDITORIAL CONTENT
A Client’s Guide to Design:
Joanne Stone and Lana Rigsby
Use of Fonts:
Allan Haley
Contributing editors: Sam Berlow, Matthew Carter, Jonathan Hoefler, Zusana Licko and Frank
Martinez
Use of Illustration:
Brad Holland and Tammy Shannon
Use of Software:
Business Software Alliance
Sales Tax:
Daniel Abraham and Marci Barbey
Guide to Copyright:
Tad Crawford
Use of Photography:
Tad Crawford
Standard Form of Agreement for Design Services:
Jim Faris and Shel Perkins
Disclaimer: Legal information is not legal advice. This publication provides information about the
law designed to help designers safely cope with their own legal needs. But legal information is
not the same as legal advice — the application
of law to an individual’s specific circumstances. Although AIGA goes to great lengths to make
sure our information is accurate and useful, we rec- ommend that you consult a lawyer if you
want professional assurance that our information, and your interpretation of it, is appropriate to
your particular situation.
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PARTIAL IN-KIND PRINTING PARTNER
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DESIGN
Grant Design Collaborative, Atlanta
PHOTOGRAPHY
Jerry Burns, StudioBurns, Atlanta
FONTS
Interstate and Filosofia
COPYRIGHT
© 2009 AIGA
First edition published in 2001.
SPONSORED BY
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