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How can you successfully manage a client's vision for a project?

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As a user experience designer (UED), you may face situations where your client has a different vision for a project than you do. How can you successfully manage this potential conflict and deliver a product that meets both your standards and your client's expectations? In this article, we will share some tips and strategies to help you navigate this challenge and achieve a satisfying outcome for both parties.

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Orpon Chowdhury

UI/UX Design Manager | Specializing in Data-Driven A/B Testing and Driving CRO Strategies for E-commerce | 7+ Years in…

1 Understand the problem

The first step to managing a client's vision is to understand the problem they are trying to solve and the goals they have for the project. You need to conduct thorough research, ask relevant questions, and listen actively to your client's needs, preferences, and constraints. You also need to clarify the scope, timeline, and budget of the project and set realistic expectations from the start. By understanding the problem, you can align your vision with your client's and avoid misunderstandings and miscommunication later on.

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Srishti Maggo

Creative Designer @Nityo Infotech | Helping Female Entrepreneurs Empower Brands through Interactive Website Design & Visual Strategy | Transforming Concepts into Engaging Online Experiences| Public Speaker | Design Coach
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Just talk, talk and talk. Having an idea about a client's vision takes time and effort. Working on collaterals thoroughly and building things can help you understand a client's vision in a better way. Work on delivering more and seeking feedback towards that. After feedback you'll better under about clients' vision and you'll deliver more. Open to understanding the problem and coming up with various ideas to deliver the best for the client. Communicate your ideas well which can hamper the much-needed solution. Establish a habit of accepting NO, work on your ideas and you'll deliver best for your client

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Maria Luiza Marinho

Product Manager | Startup Growth | Agile & Innovation Expert | UX Strategy | Business Design
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A empatia com o cliente é a chave e exige uma boa dose de inteligência emocional. Compreenda profundamente as necessidades dele, comunique-se de forma clara e respeitosa, negocie de forma habilidosa e transparente, e documente toda e qualquer decis?o. Além disso, crie um sistema para avalia??o contínua de resultados durante e após o projeto. Assim, você terá uma rela??o aberta, flexível e centrada no cliente, colhendo frutos duradouros.

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Alejandro Redondo Quintero

???????????????????? ???? ?????????????? ???? ???????????? | Servicios Profesionales | Software Quality Assurance | Monitorización y Testing
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Dejo aquí tres claves para poder entender el problema de un cliente y proponer una solución adecuada: 1. Escucha Activa: Entender las necesidades y expectativas del cliente mediante comunicación empática y preguntas detalladas. 2. Análisis Profundo: Investigar las causas raíz del problema, estudiando el contexto y los desafíos específicos del cliente. 3. Enfoque en el Usuario: Dise?ar soluciones centradas en el usuario final, considerando sus hábitos y preferencias para garantizar la viabilidad y aceptación. Estos pasos aseguran una comprensión completa del problema y el desarrollo de soluciones efectivas y personalizadas.

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Saqib Ali

Senior Consultant @ Systems Limited | 8+ Years Exp on 60+ products | Google, IBM & Atlassian Certified | Product & Project Management | Fintech | Telco | Healtech | UX | UI | Design Strategy | Service Design | CX |
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Imagine a project as a journey, the client's vision the guiding star. Your role? Navigator, translator, and fellow adventurer. Start with a campfire chat, listening intently as the client paints their dreams. Map out the path together, marking milestones and obstacles. Build bridges of prototypes, sketch constellations of wireframes – their vision etched in every step. Along the way, send smoke signals of progress, manage expectations like shifting winds, and stay nimble, ready to veer off-trail for hidden treasures. Keep a log of every detour, each challenge a whispered clue. When the peak is reached, unfold the final tapestry, woven with their feedback.

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2 Communicate your process

The second step to managing a client's vision is to communicate your process clearly and consistently. You need to explain how you approach user experience design, what methods and tools you use, and what deliverables and feedback you expect from your client. You also need to involve your client in the key stages of your process, such as user research, wireframing, prototyping, testing, and iteration. By communicating your process, you can educate your client about the value of user experience design, demonstrate your expertise and professionalism, and build trust and rapport with your client.

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Hanna Hirnyk ????

????????????????: Head of CRM & Marketing Automation Team Lead | E-mail Marketing / Retention Manager
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Tailor your communication to your client's level of understanding, avoiding jargon and technical terms unless they are well-versed in the field. Provide clear timelines and milestones, keeping the client informed about progress and any adjustments to the plan. Create visual aids, such as process flowcharts or timelines, to enhance understanding. Foster a collaborative atmosphere by encouraging questions and feedback throughout the process. This client-centric communication approach not only demystifies the design process but also strengthens the partnership, ensuring that both you and the client are on the same page, leading to a more harmonious and successful collaboration.

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3 Negotiate your solutions

The third step to managing a client's vision is to negotiate your solutions effectively. You need to present your solutions with confidence and evidence, showing how they address the problem and the goals of the project. You also need to listen to your client's feedback and concerns, acknowledge their perspective, and address their objections with respect and empathy. You may need to compromise on some aspects of your solutions, but you should also stand up for your principles and best practices. By negotiating your solutions, you can balance your vision with your client's and reach a mutually beneficial agreement.

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4 Document your decisions

The fourth step to managing a client's vision is to document your decisions thoroughly and transparently. You need to record the rationale and outcomes of your decisions, the feedback and changes that occurred during the process, and the final specifications and requirements of the project. You also need to share your documentation with your client and get their approval and sign-off before moving on to the next phase or delivering the final product. By documenting your decisions, you can ensure accountability and consistency, avoid confusion and disputes, and facilitate future collaboration and maintenance.

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5 Evaluate your results

The fifth step to managing a client's vision is to evaluate your results objectively and constructively. You need to measure the performance and impact of your product, using quantitative and qualitative data, user feedback, and client feedback. You also need to reflect on your process and practice, identifying what went well and what could be improved, and learning from your successes and failures. By evaluating your results, you can demonstrate your value and credibility, celebrate your achievements and growth, and plan for future opportunities and challenges.

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Hanna Hirnyk ????

????????????????: Head of CRM & Marketing Automation Team Lead | E-mail Marketing / Retention Manager
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Involve the client in the evaluation process, ensuring alignment with their expectations and key performance indicators. Utilize data analytics tools and user behavior metrics to objectively assess the success of the implemented solutions. Conduct usability testing to gather valuable insights into user experience and satisfaction. Develop a culture of continuous improvement, where lessons learned from each project inform and enhance subsequent endeavors. This client-centric and introspective evaluation approach not only strengthens your credibility but also positions you as a committed partner dedicated to delivering optimal outcomes and continuous growth.

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6 Manage your relationship

The sixth and final step to managing a client's vision is to manage your relationship professionally and positively. You need to maintain regular and respectful communication with your client, provide updates and support, and express gratitude and appreciation. You also need to ask for testimonials and referrals, seek feedback and reviews, and follow up and follow through on your commitments. By managing your relationship, you can foster loyalty and satisfaction, strengthen your reputation and network, and create lasting partnerships and collaborations.

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Orpon Chowdhury

UI/UX Design Manager | Specializing in Data-Driven A/B Testing and Driving CRO Strategies for E-commerce | 7+ Years in UI/UX
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Be open to adjustments and iterations. A client's vision might evolve as the project progresses, and flexibility in adapting to these changes is key to maintaining their satisfaction.

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Hanna Hirnyk ????

????????????????: Head of CRM & Marketing Automation Team Lead | E-mail Marketing / Retention Manager
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Demonstrate flexibility and adaptability, accommodating reasonable client requests while maintaining project integrity. Celebrate milestones and achievements, emphasizing the positive aspects of the collaboration. Solicit feedback on your performance and actively implement suggestions for improvement. Regularly assess the client's evolving needs and align your services accordingly. This holistic and client-focused relationship management not only ensures the success of the current project but also lays the groundwork for potential future collaborations and referrals, solidifying your position as a trusted and valued partner in realizing your client's vision.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you successfully manage a client's vision for a project?

1

2

3

4

5

6

7

1 Understand the problem

2 Communicate your process

3 Negotiate your solutions

4 Document your decisions

5 Evaluate your results

6 Manage your relationship

7 Here’s what else to consider

User Experience Design

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How can you successfully manage a client's vision for a project?

1

2

3

4

5

6

7

1 Understand the problem

2 Communicate your process

3 Negotiate your solutions

4 Document your decisions

5 Evaluate your results

6 Manage your relationship

7 Here’s what else to consider

User Experience Design

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