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Archive for September, 2008

The best ad plans of marketers and men…

Monday, September 29th, 2008 by John Brian

Inspired by a post on Occum’s Razor, I recently applied for and received access to Google’s new Ad Planner (it took about a week for my application to be processed, so if you’re intrigued, don’t delay – apply right now. It’s okay – I can wait…). Test driving the tool, I found three things:

  1. It’sGoogle Ad Planner immensely cool for a marketer, voter targeting guru, or demographics aficionado
  2. It’s yet another example of how awesome Google is for giving us tools like this for free
  3. It will make some privacy advocates likely go bonkers, as happened with some other Google innovations

Here’s the reader’s digest version: the Ad Planner leverages Google’s gigantic barrel o’ data to help users understand what sites people browse, based on a variety of demographic information and their other online behavior. It then helps you to build a list of sites to run advertising on, and even provides the ability to export your target list in MediaVisor (so that’s where that DoubleClick acquisition went).

The long version, as always, is a lot more complicated – the tool is very powerful, and not just for advertisers. Follow me below the fold to learn more…

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Senate 2.0

Thursday, September 25th, 2008 by John Brian

According to Roll Call (subscription req’d), the Senate recently revised their rules to allow Members to make use of YouTube, Flickr, Twitter, and other free web applications on their sites, as long as they otherwise comply with franking rules:

Senators can now legally post YouTube videos on their Web sites, thanks to a long-awaited update to the chamber’s rules.

Until now, any Senator who embedded a YouTube video or linked to a Flickr album was in violation of outdated rules that required them to keep within the senate.gov domain. Some posted such links anyway, and few were reprimanded.

But last week, the Senate Rules and Administration Committee voted to allow Senators to use third-party sites.

This is pretty much indisputably a good thing. Not only does it allow Senators to bring their websites into the 21st century, but many of these tools foster interactions between citizens and their representatives in Washington. In addition, Congress’s ability to use technology is directly related to their ability to understand and regulate it wisely.

No movement yet on the House side, but hopefully we’ll see some changes there with the next Congress once they see how effectively their Senate colleagues make use of user-generated content tools.

In the meantime, I’d like to suggest that Senators celebrate their new freedom by embedding this video on their homepages:

Grating Expectations

Wednesday, September 24th, 2008 by John Brian

The other day I received Best Buy’s monthly coupon pack, which I once looked forward to as a way to justify to myself that I should go buy some DVDs or music (as it’s clearly intended to do). ButScale credit: http://www.flickr.com/photos/captkodak/272746539/ over the last few months, the coupons’ focus has been less of the “triple points on anything” or “10% off these categories that you actual use” and more of “save a few bucks on our outrageously priced memory cards for people who’ve never heard of Newegg” or “save 10% on appliances and car stereos that cost more than your home and car.”

This naturally annoyed me, since I have pretty much no use for these coupons, and I realized that the offers started changing right around the time that I began using my reward zone card and gave them my preferences. Now, since Best Buy knows what I’ll already go buy without help, they’re using the coupon packs as a way to upsell me into other areas of the store.

As irked as I was at Best Buy (and right when the previous seasons of House and Heroes are out on DVD!), I realized that this is the same thing that we do as email marketers with so many of our constituents: bring them in on the promise of something they want (“Sign up to help the environment!”) in order to bring them to somewhere we want (“Become a monthly donor”). So much of the time, we’re pulling the same tricks as retail outlets, but then we’re shocked, shocked! when unsubscribe rates go up, open rates go down, and people hesitate before giving us their email addresses.

Tips on how we can mitigate this, and why it’s still somewhat inevitable, below the fold…

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With Venn Diagrams and Pie Charts for All

Wednesday, September 24th, 2008 by Marissa

Google keeps churning out the freebies, and we keep having fun with them. Take a look at Google Charts, a fast and easy way to visual charts on your Web site. No Photoshop necessary. In just a few minutes, I was able to create this visual, showing how many blog posts I’ve written in recent months:

As with all things Google, the possibilities are endless. You can put together variations of pie charts, Venn diagrams, bar graphs, maps, and meters. You can have an endless supply of colors. You can label and define your axes. There are dozens of variables.

To make a Google Chart, take you take the base URL http://chart.apis.google.com/chart and add variables to the end of it. These variables tell Google what the look of the chart will be.

So this URL:

http://chart.apis.google.com/chart?chs=225×125&cht=gom&chd=t:70&chl=Donation Goals

will show you a “Goole-o-meter” graph that is 225 pixels wide by 125 pixels tall, that shows 70% completion, with the label “Donation Goals”.

You could have quite a bit of fun with this one. I’d like to try creating script-based calculators to allow the user to input numbers to instantly create a new graph.

In what ways will you use (or have you used) Google Charts?

Can You Find Me Now? Web Usability Audits

Tuesday, September 23rd, 2008 by Elizabeth
  • Are you regularly disappointed with the results of your online campaigns?
  • Does your organization keep missing your Web traffic and engagement goals?
  • Are users consistently bailing out of key transactions before completing them?
  • Did you have to hire an extra staff person to deal with all the calls and emails from constituents who can’t find things on your Web site?
  • Is your site a victim of “suburban sprawl,” as additional elements keep getting bolted onto a navigational structure that was never designed to support them?
  • Are you thinking about a complete redesign but don’t know where to start?

If you answered “yes” to one or more of these questions, it might be time to consider doing a Web site usability audit.

In an ideal world, usability testing should follow on the heels of the design process as part of any site launch, but in the excitement of the new design and the rush to get the site up and running, it’s often overlooked.  Even if your organization performed thorough usability testing at launch, you need to take a critical look at your site from the perspective of how it works as opposed to how it looks periodically to guarantee it’s still working as it should.  The more vital your Web site is to your organization’s business goals, the more frequently you need to do this (Amazon.com, for instance, does significant usability testing every single day).

I recently had the opportunity to talk with two of Beaconfire’s usability experts, functional analysts Amy Knox and Brad Lehman, to learn a little more about the usability testing process.

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Can Design Change the World?

Tuesday, September 23rd, 2008 by Eve

What if you could do something remarkable for others to shake up the cycle of your usual work routine, re-invigorate your creativity, while at the same time using your powers for good, would you?

Oh, and staying up all night to do it. Did I mention that?

The CreateAthon is a volunteer 24-hour marathon that provides high quality print and web design work for small local non profits, pro bono. Nationwide, in over 42 different local studios, this effort has benefited 1,008 nonprofit organizations with 2,143 projects valued at $8.4 million.

At 7:30am last Friday September 19th, a groggy but excited gang of 7 designers arrived at Basis Branding’s studio in Falls Church, VA ( the CreateAthon location in the DC metro area), set up our macbooks, reviewed the projects we’d been assigned, and started downing the first of many, many cups of coffee. During 90 minute discovery sessions with our new clients, we did what we usually do when we start a new project: defined scope, set deadlines and expectations, exchanged contact information and critical organization design assets, and planned the steps we would take to achieve our client’s goals. However, when we asked them “Will you be available for final approval around 2am?”, it became clear that we weren’t in Kansas anymore.

We worked tirelessly through the day and night, struggling with CSS cross-browser issues, blown deadlines, scope creep, creative blockages — all the things one usually encounters on a design project, only on a highly compressed time line without a second to spare. There was something electric in the air — an energy that made us push harder to solve every design challenge we came across, without settling for anything less than our best. By 5am on Saturday morning, the work was complete – be it brochure, web site, poster, marketing campaign, postcard – and the designers were giddy with exhaustion and ready to fall over. But like Christmas morning, we knew our clients had something wonderful to wake up to, and the pride and satisfaction of a job well done made every sleepless hour worthwhile.

This marked my 5th CreateAthon and I can honestly say this yearly event is one of the most intense, profound, challenging, exhausting and utterly soul-satisfying experiences in my professional life. Why? Because for brief period of time I am not only reminded why I love what I do for a living, but that with the right process, skill set and desire to change the world, if only a small corner of it, even the impossible is possible in 24 hours.

It’s a bird! It’s a plane! It’s…Prostate Pete!?

Monday, September 22nd, 2008 by Shiloh

Up Where?

Did you know September is Prostate Cancer Awareness Month? In light of the occasion, the Prevent Cancer Foundation tapped Beaconfire to assist them in developing an online marketing campaign for the month. Soon after, Prostate Pete was born.

Pete is a friendly, helpful organ who leverages the power of internet marketing to provide education, help broach difficult conversations about health, and encourage regular exams. His ads – running across several blogs, news sites and health networks – lead users to a lighthearted quiz on prostate health and an e-card where they can forward Pete to friends and loved ones.

We’re excited to be working with the Prevent Cancer Foundation, an organization that has been working to fund cancer research and educate the public about ways to reduce cancer risk for over 20 years.

So, if you’re a little intrigued, go ahead and take the quiz. I promise it won’t hurt a bit!

Beaconfire Survey: New Browsers

Monday, September 22nd, 2008 by Beaconfire Bloggers

Periodically, we do a survey of Beaconfire staff to get impressions on a variety of non-profit technology issues. All opinions expressed here are solely those of their authors. With Firefox 3 and Google Chrome just out, and IE8 and Safari 4 on the way, we asked our staff: What feature do you want most in your browser?

Michael, Principal Consultant: What I want? A mobile browser for the palm phone that works like the iPhone or better.

Miro, Software Engineer: I’ve said it many times before and I’ll say it again: the browser cores need to support many more objects natively. This includes tabbing/panels (in-page versions, not tabbing the way it exists to switch between documents), trees, native dragging and dropping between web elements, contextual menus, just to name a few. Make them fully supported, cross-browser compatible from day one.

The web developers are wasting too much time writing javascript and performing magic hacks to get the browsers to behave more like the desktop applications. Instead, raise the browser capability: do it rapidly, across the board, and soon.

Erika, Operations Manager: I want stability and compatibility.  It seems to me that every time there’s a new browser something gets lost or something changes so drastically that Web sites which aren’t even really that old don’t work anymore.  Or the new browser isn’t compatible with all of the other browsers and suddenly you find yourself having to do a lot of extra work to make sure your site works in yet another browser.

With our nonprofit clients, this means more money spent just trying to get the site to work.  Everyone has to draw the line somewhere, and that often means leaving out a certain percentage of the population because you can’t afford to make your site work with the browser they’ve chosen to use.  Choice is a great thing, as is innovation.  But if someone gets frustrated enough with your new browser because none of the web sites they go to will work, they’ll go back to what they were using before.

Tim, Functional Consultant: Everything I want a browser to do,  Firefox (with addons) does.   The Web Developer Toolbar and Firebug are indispensible and add functionality to the browser that makes coding HTML much easier.  I like the lean speed of Chrome, especially how it works with Google online applications, but I see it more as a window into those applications than as a general purpose browser since it can’t to a 10th of what Firefox can.  If IE eventually includes the ability to easily install addons like Firefox does, it would be a toss-up as to which I’d prefer.

Mark, Functional Consultant: Feature-wise, I want tools that make browsing quicker and easier like mouse gesturing, tabbing, quick bookmarking, built in searching and lookups against sites I’ve been to. I also want developer analysis tools so I can look at and test changes to the underlying code, and get extended error information when problems occur. Firefox 3 is meeting these features for me.

From a design standpoint, I want a quick, secure and light core that doesn’t crash, or gives me ways to mitigate crashing. And one that lets me bolt on just the features I want and need. I feel like Chrome is that quick, secure and light core (so far) but doesn’t yet have the additional features available.

John Brian, Marketing Consultant: As much as I’d like to say stability, given the frequency with which Netvibes crashes my browser, in the end, the most important feature for me is compatibility with most websites. I’d rather not have to have IE open to work in a CMS, then open Firefox to read Digg, and keep opening different browsers for different purposes. This is why I never use Opera: the strict HTML reading seems designed to break things, rather than make them work.

Beyond that, I like a browser that gives me plenty of ability to customize features – Firefox and Internet Explorer are good about this, and Chrome has made some promises in this direction as well.

Inventor of the World Wide Web Launches International Foundation

Friday, September 19th, 2008 by Amy Knox

It seems like good news has been a little hard to come by recently so I was particularly happy this morning when I learned that Sir Tim Berners-Lee, the true inventor of the Web, has announced the creation of The World Wide Web Foundation

The Web Foundation will focus its programs around research, technology and social development, with a particular emphasis on global collaboration and outreach to underserved populations.  Currently, only about 20 percent of people access the Web. 

The Knight Foundation has provided a $5 million dollar grant to get the Web Foundation started on its path of connecting humanity via technology. 

Clutter We Can Believe In

Wednesday, September 17th, 2008 by John Brian

I visited Barack Obama’s website yesterday looking to find his “Blueprint for Change” to convince an undecided voter (yes, they really do exist!) to vote for him. I guess I haven’t been on his site much in the last few months, though, because the clean, crisp design I remember seems to have been replaced by a Christmas tree that’s staggering from the weight of too many departmental ornaments. Not only has the homepage height been slowly increasing, with inclusion of more widgets along the righthand side, but top of the homepage has been crowded with so many calls to action, some are literally on top of each other.

Here’s a screenshot of his homepage above the fold a few months back (via nowitis):

 oldsite_small

And here’s a screenshot of the same from today:

 newsite_small

Notice the difference? Analysis of how the space is used, and lessons for your nonprofit, below the fold…

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Setting Tech Policies That Make Sense in a Web 2.0 World

Wednesday, September 17th, 2008 by Elizabeth

On Tuesday, September 9, I had the opportunity to speak to the Potomac Employers Roundtable. A group of about 30 people, largely senior HR and Administration professionals from a wide range of organizations (PR consultancies, HR consultancies, nonprofits, and for profits) gathered in the board room of Williams & Mullen bright and early to discuss the role web 2.0 technologies can play in our organizations, and what implications they might have for office policy.

I opened the session by sharing the stories of some of my recent experiences around this topic and then talking about what differentiates Web 1.0 from Web 2.0 (short version: collaboration!), and some of the things Web 2.0 allows users to do:

  • Build their own sophisticated web content quickly and easily
  • Pull the information they want to themselves in the way they want it
  • Enjoy a more dynamic, collaborative online experience

We then had a spirited conversation about various Web 2.0 technologies – blogs, microblogs (aka Twitter), wikis, RSS, and SocNets (aka Facebook and LinkedIn) – with attendees weighing in with their own experiences, personal and professional, using them.

The focus then turned to the topic of the day: policy setting.  Check out the information presented about HR policy and Web 2.0 at Thanks for Playing.

Dispatches from the Browser Wars

Tuesday, September 16th, 2008 by John Brian

As the next step in their march to world domination, Google jumped into the browser wars recently with the release of Chrome. I downloaded Chrome to try it out – frequent readers may recall that I’m an IE loyalist, primarily due to its status as the de facto standard for browsers, but Google has been able to dethrone the kings of other software realms, so I was interested to see what their considerable coding muscle could provide in the browser space.

During chromethe installation process, I was intrigued by the not-quite-ubiquitous usage stats checkbox. Tip of the hat to Google for leaving it unchecked as a default, but a big ol’ wag of my finger at them for the one critical word missing in this sentence:

Optional: Help make Google Chrome better by automatically sending usage statistics and crash reports to Google.

Can you spot the missing word? Anonymous. Traditionally, these sorts of error reports and usage stats are sent without any sort of identifying information, as a way for programmers to see how their creation behaves in the wild. Google, on the other hand, has made their browser into (potentially) another arm of their total information awareness machine. And while I trust that they don’t intend to use this data for evil (not only is it in their corporate motto, but to do so would ensure Google’s destruction – we only give them access to all of our data with the understand that they won’t abuse it. Betraying that trust would mean the end for Google), I’m still a little wary of helping them fill in the gaps that Analytics, AdWords, Gmail and search don’t cover about me [Update 9.16.08: the German Government is apparently telling citizens not to use Chrome, for privacy reasons. h/t Valleywag].

Read about my impressions of the browser post-install below the fold…

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Is Flyout Navigation Really The Best Way To Confuse Users?

Tuesday, September 16th, 2008 by Tim

I’m the guy here at Beaconfire that, more often than not, codes the HTML pages that turn your elegant, professional, or enticing new site design into dynamic, active, enticing Web pages. It’s what happens between the designer working in Photoshop, and our crack development team building the site in whatever CMS you’ve decided to go with.

I love coding pages. Each design brings with it new challenges and figuring out how to bring the collaboration between the client and design team to glorious click-able life is always fun for me. As Web design continues to become more mature and sophisticated and the technologies available to us become more dynamic and interactive, this job just gets more and more interesting.

Bread for the World flyout menu

Lately, most sites that we’ve designed, built, or both, have called for some sort of “flyout” navigation (American Legacy, Bronx Zoo, Bread for the World, AFSCME). An aside: some people call this kind of navigation “dropdowns,” but I feel that suggests that a click might be involved (as in dropdowns in online forms), whereas the the word “flyout” more specifically describes something that appears when you simply move your mouse over an object. So for the purposes of this post, I will now dispense with the quotes around the word and just refer to flyouts.

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Google Maps: Seek and Hide

Friday, September 12th, 2008 by Alan Gallauresi

Everybody loves a good Google Map mash-up. For those of our clients who already have geographically tagged data, an interactive map provides an intuitive way to visualize the scope of their work and at the same invites their audience to interactively play while learning more about their organization. And of course it has that Web 2.0 cachet that buzzes in the ears of CTOs. Sometimes the result is “neat” but fairly unexciting – more of an excuse to use display data that happens to have city, state and zip with it than a meaningful experience for the user.

Share Our Strength\'s Great American Dine Out MapUnder the best of circumstances, the map is useful to the end-user and compels them to dive in and play around, while at the same time delivering relevant information. On a recent project, Beaconfire worked with Share Our Strength to develop a Google Map for their Great American Dine Out campaign. It’s a fantastic program that has participating restaurants giving a portion of their proceeds to end childhood hunger during the week of September 21st to 28th. Diners give to charity simply by eating out at participating restaurants – all you need is your appetite and a way to find the restaurants in your neighborhood. Which, of course, is where the map comes in. I’m lucky enough to live in an area with plenty of options to choose from – if you’re in the neighborhood that week, there’s a good chance you’ll see me over at Dino eating too many appetizers and drinking artisanal gin (anything for a good cause!).

But back to the map – as useful and hopefully well designed as I like to think it is – it’s not all that different from other mash-ups. At times it might seem as if you could just swap out the data with something else and get the exact same effect. The sidebar information might change, the markers might be transformed into smiley faces or KOA rest stops, but the behavior would be the same. In fact, Google MyMaps is based on this concept – no matter what data you have, the map works the same way. You might even start to think of Google Maps as a straightforward and predetermined set of interactions. But in the wild, Google Maps often act very differently from each other, and both usability engineers and developers have tough choices to make when they create the code behind it – what to show, and more importantly, what NOT to show.

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Diagnose content entry errors…with css?

Wednesday, September 10th, 2008 by Marissa

Ah, the frenzy of a site launch. You’re templates are in. The CMS is ready. And so now it’s a race to enter your content. You’re copying and pasting left and right. You’re putting in your links. Entering place holder content where you need it. You’re jamming away in the WYSIWYG editor. Everything moves at a breakneck pace.

And some things get forgotten.

Perhaps there’s a placeholder link that was never replaced. Maybe one of your content editors didn’t realize the importance of alt tags in your images. And the WYSIWYG editor added empty paragraph tags with reckless abandon.

CSS to the rescue.

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It’s All About Engagement

Tuesday, September 9th, 2008 by Elizabeth

I wrote an article for the September 2008 issue of ASAE & the Center for Association Leadership’s Membership Developments enewsletter titled “Thanks to You: Increase Member Engagement With Volunteer Recognition Programs.”

“We all know that our organizations couldn’t function without a cadre of dedicated volunteers. These [volunteers] support our work in a variety of ways with their own time, expertise, and resources (financial and otherwise). We can only hope that the returns they receive, whether self-interested or other-directed, justify their investments.”

Check out the rest of the article, which includes specific tips for volunteer recognition, at the ASAE Web site.  Comments, additions, and suggestions highly encouraged!

Quick and Easy Timelines with Circavie

Tuesday, September 9th, 2008 by Marissa

Over a year ago AOL launched Circavie for creating interactive timelines.

With your AOL Instant Messenger (AIM) account, you can log into Circavie and start creating timelines by uploading photos or directing Circavie to the URL of your photos and/or YouTube videos. Add your own commentary, and you are ready to go. You can embed your timeline on your Web site, just as you would a YouTube movie.
Check out this history of Beaconfire, which took less than a half an hour to create:

As a free product, Circavie does have its limitations. If you embed your timelines on your Web site, you will have Circavie branding on them. And there is very little available in the way of customizing the look of your timeline – just a few color choices. Circavie also does not yet offer any integration with other photo sites, such as Flickr (though perhaps someone could invent a handy Flickr API applicaitons to fix that). So if your timeline needs are very complex, you may need a more robust tool. But for getting a basic timeline up in no time, Circavie is an excellent tool.

New Intranet for Feeding America

Monday, September 8th, 2008 by Lynn

Beaconfire designed a new intranet for Feeding America, formerly America’s Second Harvest. HungerNet Home Page

Feeding America is the nation’s largest charitable hunger-relief organization. They are a network of more than 200 member food banks and food-rescue organizations, serving all 50 states, the District of Columbia, and Puerto Rico.

The new Intranet, named HungerNet, launched at their annual network conference in May to rave reviews.

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PicLens Gets a Name Change and a Hack

Friday, September 5th, 2008 by Alan Gallauresi

A few weeks back, a colleague sent around a message with the subject line of “So do you like awesome plugins?” referring to an app called PicLens by Cooliris that transforms website images into a 3D wall. I skipped over it. I’m not morally against awesome plugins, but I already have enough problems with my open browsers leaking memory and crashing to desktop to want to throw some other junk on top of at my work machine. And 3D in the browser still reminds me of terrible virtual reality tech of the 90s like VRML. But then folks kept bringing up PicLens – my officemate kept talking about how amazingly fast it was, and when I would go to talk with fellow employees at their desks I would notice the little PicLens icon in the upper right corner of their browser. Eventually I installed it and found that:

  1. It is bafflingly fast
  2. It becomes great way to view sites with big photo galleries
  3. It doesn’t work on ¾ of the sites I want to use it on

The reason behind number 3 is that PicLens relies on a technology called Media RSS, an open standard originally created by Yahoo!. It’s a simple and effective way of delivering image, video and audio content with descriptive text and small thumbnail versions to applications or readers that know what to do with it. Several large media sites like Google Image Search and Flickr already employ Media RSS, and therefore work automatically with PicLens. But, up until now, developers who wanted to deliver Media RSS had to construct their own feed in order to enable PicLens on their site.

Recently, however, the company Cooliris changed the name of their product from PicLens to Cooliris (another chance for me to use the adjective “bafflingly”), and at the same time added a “Quick and Simple” method for site developers to interactively create a Media RSS through the Cooliris site.

That’s great, but as a user I still have to rely on other sites to get up to speed before I can use Pic… uhhh, Cooliris, on their site. So here’s a hack utilizing Yahoo! Pipes that lets you enable Cooliris on just about any site, after the jump.

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I’ve looked at RFPs from both sides now…part 2

Friday, September 5th, 2008 by Elizabeth

Clients aren’t the only ones who could use some advice to make the Request for Proposal (RFP) process go more smoothly. Over the years, I’ve seen plenty of good, bad, and ugly in vendor responses, too. To that end…

RFP Dos & Don’ts – For the (Potential) Vendor

  • DO proofread! I’m not going to discount your proposal because of one or two typos. But one or two typos per page or serious grammatical problems lead me to question your attention to detail, your competence, and frankly, your intelligence. Even small shops usually have at least one person who’s a good editor. Have her give all your proposals a once over before they go out the door. If you’re the one in a hundred shop that doesn’t have anyone on staff who can copy edit, hire somebody.
  • DO call me. The RFP process is kind of like dating. Signing the contract is kind of like getting married. I’d like to get to know you better before I make that commitment.
  • DO be accessible. Let me know whether you like email, land line, or cell contact, and then when I do contact you, take my call. Answer my email. Call me back. I know you’re busy – I’m busy too. But don’t make me call out the FBI to find you if I have a question. However…
  • DON’T hound me. If I tell you I’ll be letting all the vendors know one way or the other on Friday, don’t call me Monday, Tuesday, Wednesday, and Thursday “just to check in and see if you have any questions.” Just don’t.
  • DO respect my process. Assuming I’ve read part one of this two part series, I probably wrote a pretty good RFP that includes information about the timeline and decision criteria. Subverting the process by going around me to my boss or my staff is a BIG no-no. If I say the proposal deadline is Friday at 5 pm EDT, have it to me by Friday at 5 pm EDT. And if that’s going to be a problem, don’t wait until Friday at 4:53 pm EDT to ask for an extension.
  • DON’T talk about what your competitors do or don’t do. Nine times out of ten, you’re wrong. Even that one time that you’re right, it’s petty and doesn’t reflect well on you or your firm. When I’m reading your proposal or talking to you, I care about what you can and can’t do. I’ll worry about your competitors if and when I talk to them.
  • DON’T send me the LONGEST possible proposal. DO send the SHORTEST possible proposal that answers my questions and addresses my needs. I’m probably reading 4-6 (or more) of these things. If they’re each 50 pages, that’s 200-300 pages. I’m not even going to remember who’s who by the end! Edit, edit, edit!
  • DO skip the boilerplate marketing fluff. I’ve seen it. Everybody says they’ve got the greatest widget since sliced widgets were invented. It just pads up your presentation and wastes trees and my time.
  • DO have good references in the market. Sure, I’m going to call your reference list (aka, Your Carefully Chosen Group of Only Your Most Blissfully Happy Clients), but if I know what I’m doing, I’m also going to ask around. Three glowing references don’t help you if the 10 other clients I find through my network all hate you. Remember: as long as your price is in the ballpark and I’m confident you can do the work, I’m buying based on relationship, personality, and reputation. Make sure yours is sterling.
  • DO make sure I can open your files. Lots of us have switched to Word 2007. But not everyone. And, as usual, Microsoft changed the file structure so that Word 2003 chokes on Word 2007. You know what doesn’t cause problems? PDF. And if you send over your proposal and don’t receive an acknowledgment that I got it, drop me an email without attachments or give me a quick call to make sure I got it. I asked for your proposal. I want to get it. If it’s stuck in my spam filter, I want to know. It’s OK to check.

What’s the common theme? Relationship. We’re about to enter into a relationship. You don’t start a dating relationship by refusing to talk to the other party, withholding information, and putting them through a lot of silly, unnecessary tests (and if you do, odds are you’re single), and you don’t want to start a vendor relationship that way, either.

But don’t just take my word for it:

Edited September 5, 2008 at 12:10 pm to add:  There’s a debate on this same topic going on right now at ASAE & the Center for Association Leadership’s Acronym blog.  Check it out!