Ask Nubby #25: Managing Multiple Projects & Staying Organized

ask nubby advice nubby twiglet

ask nubby advice nubby twiglet

To be honest, there is no easy way to manage multiple projects that are overlapping. It doesn’t matter who you are; keeping up with four to six projects at a time is a challenge.

During a normal week, I may be working on up to six different jobs with my personal clients and they can range from logo design and corporate identities to blog layouts. At the same time, I am often booked at an agency and may working on catalog layouts, ad concepts or trend forecasting. On top of that, I try to stay current with emails and send out quotes for upwards of ten freelance inquiries. Besides these tasks, there’s always blog updates and of course, invoicing clients for work that’s been completed.

Days seem to fly by faster every year now that I’ve finished school. Enjoy the time that you have left. In a way, it’s carefree in comparison with the real world of tight deadlines and long days at agencies. As a student, you still have the chance to experiment and to try out new ideas with very little backlash. Use these moments to your advantage. There’s something to be learned from each project, even through the mistakes that you make. The mistakes are especially good in a way because chances are that you won’t make the same one twice.

With regards to your question above, there are a few tricks that I use to stay organized when managing multiple projects:

Keep a planner or schedule in front of you. This is super basic, but if you don’t have a visual reminder of what needs to be done, it’s easy to ignore or even forget about it (and waste your time surfing the web). I make daily to-do lists in my Moleskine planner and if something doesn’t get done, I carry it over to the next until it’s completed. I also keep a big list pinned above my desk with all of my current clients. As a freelancer, you are 100% accountable for getting client work completed on time. We all run into delays and it’s always a good idea to fire off a quick email to clients if you’re running behind to let them know.

Collect research & store it in a centralized location. When a project pops up, it’s best to be prepared to quickly gather inspiration.

ask nubby advice nubby twiglet

For years, I’ve collected and uploaded every single image that I find inspiring into a private folder on Flickr that now boasts over 4,000 items. Whether I am at home, traveling or sitting at an agency, the second I get briefed, I can easily log in and start pulling together visuals. Because everything I find inspiring is stored online, I never have to lug around an external hard drive.

Always do a round of research. You can save yourself a lot of time and energy upfront if you engage in some initial research and pinpoint the direction your client would like to take. Even if they’ve described what they think they are looking for, visuals can help to solidify that direction.

ask nubby advice nubby twiglet

I always build out a presentation deck of research images before moving into the design process to make sure that my client and I are on the same page. Breaking up pages by category is extremely helpful. For instance, if I’m working on a logo design, I might include pages with titles such as Serif, Sans Serif, Script (above), etc.

Use cover pages. Whenever an agency I’ve worked at sends out a fresh round of work, they usually use a cover page and I do so with my clients as well. Why is this important? When you’re doing multiple rounds of work, sometimes at a very rapid pace, it’s easy for both you and the client to forget what’s being referenced.

ask nubby advice nubby twiglet

ask nubby advice nubby twiglet

They may say they like ‘logo #1′ but if you’re on your third round of work, which are they referring to? If a specific date is being referenced, how do you know when the work was completed? If you include a cover sheet with the client’s name, the date, the round of work and a brief job description attached to the work you send out, it will make your life so much easier when you have to quickly dig back through your archives.

Working on multiple projects has an upside. Having multiple projects going at once is potentially good; it has the ability to greatly diversify your portfolio. At one point, I was doing a logo for a metal band, another for an agriculture company, a full identity for a photographer and working on a 100+ page catalog at an agency. I learned something valuable from each of these jobs, often concurrently. Project diversity not only keeps you from getting bored but also helps you push your boundaries as a designer and makes you more rounded.

Stagger projects whenever possible. Juggling four to six projects at once can be stressful. So, if the opportunity arises, be upfront with clients or even your school about taking on more work. Ask for a few extra days off before beginning. Negotiate a start date that allows you enough time to do research and begin a new project without compromising other clients’ work. Of course, this is what would happen in a perfect scenario. But, it never hurts to ask!

In Closing. Practice makes perfect. As your skill set and experience improve, so will your turnaround times. Once you have basic templates, invoices, email form letters, pricing and other necessities all in place, taking on more work becomes much, much easier. This all takes time and patience to set up and there is no rush. Becoming a designer isn’t an overnight progression and we are each on our own paths. Though basic planning helps, we each have to develop our own systems of organization that best work for us.

Designers, do you have any tips and tricks that help you stay organized?





24 Responses to Ask Nubby #25: Managing Multiple Projects & Staying Organized

  1. Andrea says:

    Fabulous advice as always, thank you. Loved the idea of setting up a private flickr account for inspiration pieces. I have all these folders of inspiration on my hard drive and have been trying to figure out the best way to organize it.

    Andrea

  2. ghostmeat says:

    Great post. I keep a tumblr instead of a private flickr and its lovely scanning through images when I need a quick spark of inspiration.

    I’m doing something similar to the cover page which is just handing over artwork in a templated sort of page with a date, reference # to what version it is, logo, contact info ect.

    The “presentation deck” is a great idea tho. I usually ask the client to get together some images they’ve seen of the direction they would like to go but soooo often they don’t.

  3. thegirltyler says:

    I can’t wait to reread this when I get home tonight – this is fantastic advice with perfect time, since my freelance business has started picking up. I definitely like the cover page concept and will plan to start using one as part of my “get organized” efforts.
    Something that I do to help myself stay organized with projects is to color code things that I am currently working on – in my planner and files on my computer. It makes it easy to see where things are at a glance. Also, I’m a huge fan of folder for everything (digital and actual) – even folders inside folders, it really helps to keep me straight : )

  4. Brittanny says:

    You’re a genius. I collect so many photos that just sit in folders on my computer and never thought of uploading them to Flickr. That makes it so much easier for me to organize and catalog all my inspiration photos. Thanks!

  5. Nubby says:

    Kiersten: I always send rounds of work out as multi-page PDFs and find that the cover sheet is a nice way to tie everything together.

    thegirltyler: I totally need to take your color coding advice! Always forget to do that.

    Kaz: Glad you liked it and thanks for reading.

    Brittany: I too have folders on every computer too…but I make an effort to keep a folder on every desktop I use called ‘inspiration’ and upload everything in it every few weeks!

  6. Pingback: Parker+Muse » Blog Archive » Clicks of the Week

  7. Pingback: Managing Multiple projects « MHCCIM: IM260/291 Fall 2009

  8. Tamia says:

    I’m not a designer, but I can see where a lot of these tips would work for anyone working with multiple clients. I’m especially intrigued by the idea of producing a cover letter for various iterations of each project. Hmmm…

    Thanks for the great tips!

    ~Tamia

  9. Pingback: Tiny Tines » Bon weekend!

  10. L says:

    awesome post, so much useful information here. i love the idea of the cover sheet, that’s something i hadn’t seen before.

  11. julia says:

    Gantts chart helped me millions of times, especially when working on multiple projects, but also with one, relatively small. just draw it, print on a big sheet and stick above your desk, or maybe put on a desktop in your computer?
    i try to have few copies in different sizes. one on the wall, and smaller sticked to a back cover in my planner.
    as i’m not a really organized person i have to take even more cate to keep everything in place and manage it succesfully:)

    good luck!

    (here you can find the info about gantt’s chart: http://en.wikipedia.org/wiki/Gantt_chart)

  12. Pingback: Rock 'n Roll Bride · Thursday Treats – 11th Feb 2010

  13. Pingback: Keep and Stay Organized

  14. plazz1 says:

    Crocodile 13 U.S. dollars a T shirt, want to buy then please go to this site:www.fullstores.com

    Hands you want to practice? Coach handbag $ 33, would like to purchase please visit:www.fullstores.com

    You want to buy nice jewelry? Login this site: http://www.fullstores.com

  15. Lucas says:

    Thanks for writing this.
    I’ve been struggling with keeping track of design and production projects, and this was really helpful.
    Also I love the idea of the Flickr inspiration folder.

    Cheers.
    L.

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

Please note: Any comments deemed inappropriate (spam, off-topic, rude language) will be removed.