What Would Lu Do: The All Important, Project Autopsy
Welcome to A Well-Designed Business, it’s time for another riveting episode of “What Would Lu Do?”! LuAnn received a request from a window treatment professional to review the “autopsy” process that LuAnn’s team does at Window Works, so this episode is dedicated to covering the review of a project once it’s completed.
Whether you are a photographer, web developer, architect, or blogger, it is essential for each and every business owner to review their projects for profitability, deficiencies, processes, and client satisfaction.
LuAnn discusses this process mostly from the perspective of a window treatment specialist, so if you are a designer, you have more work to do! But no worries, she’s got you designers covered on that, too! Get comfy, you’ll want to take notes!
- There are 3 main objectives of a post-project “autopsy”. To learn:
- what it is we do well
- what it is we need to improve on and
- what kinds of projects we make money on
- LuAnn details the items that need to be reviewed:
- gross dollar amount of the project
- marketing source
- net cost of goods on the project
- review the completed project with installers, sales reps, and the office admin team
- tag the client in our CRM as ‘market to’, ‘don’t market to’ and ‘request a review’
- review what you learned
- Steps you can add to this process as a design firm include:
- set up debriefs with your key trades especially at the completion of larger size projects
- ask your client how you did, in a personal, meaningful way
- By not examining everything, you sometimes don’t learn everything. You only learn what gets caught, not what could have been avoided.
- Growth and learning and excellence comes from reviewing what you do, how you do it, and who you do it for.
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