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by midnightmonster 4039 days ago
Suppose I call a plumber over to fix my sink, and I say, "Hey, I've also started building a guest house out back--I'd like the interior plumbing run and the whole building connected to the city water. Can you get started on that, too?"

The plumber could say:

A) Let me schedule a time to come back and look at that and give you an estimate.

B) We just do repairs, not new construction. [Let me give you the card of my friend who does that kind of work.]

C) We're completely booked for new construction right now. I don't expect to have availability for that sort of thing until September.

What no plumber will ever say, though, is (D) "Uh, sure...I'll get started on that as soon as I finish this sink, and I guess the $150 for the sink should pretty much cover that."

If you said (D), what you are doing is simply a terrible idea that will not serve you or your client well. But you don't have to keep doing it! You just need to have a conversation where you say, "I gave you an estimate for X. We are now doing YZA. I apologize for not having this conversation earlier--when we switched from X to Y, or when we added Z. But now that we've also added A, I realize belatedly that we need to restructure this project."

Apologize politely and sincerely but not excessively for your actual mistakes--you didn't manage the project and client expectations well. Don't apologize for doing your job well, or for insisting--even belatedly--on the project conditions necessary to do your job well.

If you haven't said something ridiculous like (D), and your compensation and timeline (and compensation timeline) have adjusted appropriately with the project scope, then...well, you may have just bitten off more than you can chew on this project.

That's ok. It happens. Same kind of conversation: "This project has become too big for me to manage while moonlighting. <polite apologies> Can we break the project into phases, or can I help you find someone able to complete a project of this size in a timely fashion?" The client may be disappointed. They may be angry. But the longer you try to be superman and just somehow get it all done because it HAS to be done, the worse the situation gets for you and them. And odds are the client will actually value clear communication and plausible plan-making, even belatedly.

1 comments

Agreed. If you are going to be a healthy (to yourself) consultant, you have to learn the art of saying no.

I used to be very paranoid about saying no. I actually recall the first time I did. I was running very low on sleep, and had been for some time. I needed a breather, but I just couldn't risk losing my reputation for always-being-there-and-always-getting-it-done.

After I (politely, but firmly) said no for the first time. It was a breath of fresh air. No one criticized me, or stopped hiring me. In fact, I think a few people close to me started working with me more, probably because I was getting more sleep.

So, don't be afraid to say no. It takes some practice, but you'll get used to it.

Yeah, I agree with this too. Especially when first starting out, I think it's important to only allow two of the following (and ideally only one).

(a) Fixed Bid (b) Fixed Scope (c) Fixed Deadline

You're going to continue to find that clients almost never know the full scope they want upfront, and once you've got a contract in place they'll always try to get more done without paying more.

For me, the most stress-free way to do this is by doing it as an hourly rate, with a ceiling on the number of hours before you need to ask for authorization to do further work.

I know some people say to price on the value to the customer, and do fixed prices per week, and so on. I personally find this hard to do because it's so difficult to accurately gauge upfront how much work a project will be.

Usually I explain it to clients like this, depending on the situation:

- If we make the project fixed scope, we will have to deal with renegotiating everything if they find they want just a bit more. The overhead involved in $1k-5k projects is just not worth doing the project at all at that point. Plus they'll have to develop a very specific scope ahead of time, instead of just letting me start work that can cause delays of months.

- If the project is fixed bid, I'll have to make the price based on the worst case scenario rather than the median, and they'll almost certainly end up paying more than just paying me hourly.

Also, it's better to say no to scope creep and at least deliver something to the client on time that fits the description than to say yes to more and deliver late and not with quality