Skip to main content
CALL 07 3844 0001
12 June 2014

Ask the BDM

As Zeroseven's Business Development Manager (BDM), I have the privilege of meeting with dozens of potential clients seeking a digital partner for their online projects. Just as the consultations are an opportunity to learn more about our client's organisations to make recommendations, we also evaluate whether we could help that particular client be successful in what they want to achieve. In order to make this evaluation as comprehensive as possible, you may want to do some in-house pre-meeting planning.

So, what can you prepare in order to get the most out of our time together?

Here's My Project Essentials Checklist:

The Brief
Larger organisations will usually have a project brief written outlining their objectives for the work they are seeking advice on; including items that are 'must haves', and elements which would be 'nice to have'.

The brief is simply a formal list of instructions to give to an agency regarding a potential job or task. Writing a brief can be a useful step for any organisation to go through, to prepare their business requirements and clarify their needs. Areas you might want to document are:

  • Project name
  • Key contacts
  • Deadlines
  • Background/origins of the project idea
  • Objectives and goals
  • Budget
  • Target Audience
  • Possible approach or considerations
  • Evaluation and measurement
  • Deliverables
  • Next steps you are seeking from the agency
  • Technical Documentation

If the solution you seek involves third party systems, it is useful to investigate these prior to meeting. Confirming whether your system has an API (application programming interface) available to the public, or locating examples of other successful integrations will allow you and your digital partner to understand what options are available to achieve your goals. Understanding your current system's strengths and limitations can allow you to have more constructive conversations with myself and a Solution Architect.

Budget and Commercial Arrangements

Unfortunately, every project has a budget. It would be wonderful to have infinite resources for a project, but that is never the case.

As a BDM, I want to work within your budget to achieve the most cost effective outcomes. Some clients feel that budget should remain a secret during the selection process, and I understand that motive; however, I am motivated to work with you and will tailor project deliverables to not exceed budgetary constraints. If I know what you'd like to spend, I'll do my best to meet as many objectives as possible within the budget and advice realistically what is achievable within those contraints.

A Sense Of Humour

Sometimes it can feel like your project is overly complex, frustrating and daunting, but it's important to remember: we aren't building rockets to the moon (even though some days it may feel like it). I personally find it helpful to have a few laughs with our clients and make a point to enjoy the lighter moments. Selecting a new digial project is an exciting time, and you  should have a fun in the process.

Ready To Go!

If you have ticked all the above boxes in preparation for your consultation, I look forward to having a detailed conversation about moving your digital project forward. You'll definetely get the most out of our time together and be able to move quickly to the next steps.


Elizabeth
AUTHOR

Elizabeth

Director of Client Services
Elizabeth's articles

Team Zeroseven competing again

Winter Warmer


Like what you see?

GET IN TOUCH