Starting a project with a new client is both exciting and daunting, especially in a sector you haven’t much experience of. I’d like to share my client immersion checklist.
Over the years I’ve collected and curated a checklist of information to gather. It’s a mix of places to look and information to ask for. All of which helps to accelerate my understanding of the organisation and how digital and design fit into delivering its strategy.
I use the client immersion checklist as a prompt for what to look for. I can’t think of a project where I’ve ticked everything off the list. It’s a guide to focus your limited time on uncovering and discovering a wide range of stimuli.
What do you look for?
In sharing my approach. I’m interested in yours. What are your go-to sources of information ahead of the project kick-off and discovery period?
If you use the checklist do let me know how you get on and what improvements you’d suggest. You’ll find contact details in the checklist.
The client immersion checklist is free to use and regularly updated.