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    Carla Foote Email: carlacfoote (at) gmail (dot) com
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The Funnel Approach

Several years ago I was mentoring a colleague in project planning and she expressed her frustration at getting a project from the concept stage to the final stage. At each point in the process, there were too many changes to incorporate, so it felt like the project was going in circles rather than moving toward completion. I introduced her to my funnel approach to communication projects.

At the beginning of a communications project, all ideas are welcome, the wide part of the funnel collects all the ideas and input from a broad cross-section of the organization. This is a great way to start a project. However, as the project progresses, the input and review process must become narrower, or the project will never be completed. This can be especially challenging in an organization that has a collaborative culture.

Start by identifying the steps in the input process, so that people can see where their input is welcome. Then detail who will review the project at each checkpoint. Have the review input narrow until the final check. Sometimes just seeing the process and checkpoints on the schedule will give those “extra” collaborators confidence that there is a quality process in place. However, at times the project manager may have to develop a thick skin and keep pushing through, because continuing to open a project to new input throughout the process may mean the project is stuck in an endless cycle of revisions.

If you find that the funnel approach is not working in your organization, even when the review cycle is shared and input is solicited, then it is possible that there are other dynamics at work, such as lack of clarity on the purpose of the project or territorial disputes over decision-making authority.

 

Final Proof Checklist

Even for a small project, such as a postcard, the difference between good and great is in the details. Last month I received a postcard promotion from a small arts organization in my town. They had gone to the expense of buying a mailing list, and I was a good potential customer as I do buy tickets to theater and music events. The postcard was promoting two different productions. However, in the 30 seconds that I scanned the postcard, I noticed a glaring error. The dates for the production were different each side of the postcard. I could infer what the correct dates might be, but without going to their website, it wasn’t clear when each performance would be taking place.

You only have a few seconds to engage a customer on a direct mail piece, so every piece of information has to be accurate and focused. The sad result is that all the money they spent on the right mailing list, nice graphic design, glossy printing and postage was wasted by not taking an extra 10 minutes for a detail check on the final proof. Rather than dumping the postcard in the recycle bin, I saved it, thinking that perhaps for their next project, I will offer editorial services in lieu of the ticket price.

Here’s what to look for on a final proof detail check:

  • phone number – actually dial the number to see if it is correct
  • website – actually type in the URL to see if it goes to an active page
  • dates – recheck them against an independent calendar to make sure they are accurate and that they represent the correct day of the week
  • any other detail identifiers – take the time to recheck accuracy

The few minutes that you spend on a final proof detail check can make the difference between a customer who engages and a frustrated or confused customer. Details matter.

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