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The ReImagining of SOFII

Sunday, November 22nd, 2009

It was very early this year when I saw a tweet go out from Kimberley MacKenzie about SOFII.

I, like many others knew about SOFII. I was a registered user and once in a while would check it out if I had some time to kill. I LOVED the idea behind SOFII.
To have a online, living and breathing museum of fundraising that I could access anytime – FOR FREE! – was almost too good to be true. And in a way it was.

I found it largely unusable. [EDIT: To clarify this statement, I found that due to varying navigation and overload of links and images, SOFII, for me, was hard to use as a tool.]

Kimberley described SOFII to me as “a fundraising conference every day“.

SOFII founder Ken Burnett describes it as: “…an archive, a historical record, a repository of wisdom, tips and insights and also hopefully a stimulus to new innovation too. It’s much more than just a stimulus to new ideas though, important though that function is.

SOFII is a great idea in theory but in practice, was it working?

Ken Burnett acknowledged it might be working, but it could work far better. A redesign and overhaul was on the table for 2009 and I knew I wanted to be a part of that.

Full disclosure – I knew to have my name attached to a project as important as SOFII would be fantastic. To be able to work closely with Ken to help redefine and re-imagine a site like SOFII would be a great communications and design challenge and, I hoped, would expose the work my firm is doing to fundraisers from all around the world.

I offered up the skills and experiences of my partner Mark Haak and I to Ken, and hoped they would let us help.

I knew that the most important thing, the make it or break it moment of the new SOFII would have little to do with design and more to do with its functionality.

The content on SOFII is, in a word, phenomenal. The problem is how to find it. There are so many links and graphics on every page it is difficult to know where to go to find what you want.
Screen shot 2009-11-22 at 12.09.32 PM
The current site also has a search function but it still requires a bit of work to find what you might be looking for.
Screen shot 2009-11-22 at 12.08.49 PM
So we knew from the “get go” we had to make the site functional, clean up the navigation and design and build in stronger search functionality.

The other thing I wanted to do is give SOFII a new logo that hopefully better represented the spirit behind the site.

I remember an early conversation with Ken. It was important that he knew we were both on the same page about what we wanted from the site, and to make sure he fully understood how we were approaching this redesign.

A philosophy,that obviously wasn’t ours, but we preach to our clients all the time is: WE put the donors at the center of everything we do – which means – we make sure whatever we are designing or writing or asking for is appropriate to that audience, will make sense to them, and puts their needs ahead of everyone else’s.

As I explained to Ken – we were approaching this rebuild in a VERY user-centered way. It needed to work for the user.

So starting with form of the site we broke it downtown into, what we felt were the most important elements of the site and presented this wireframe to Ken and Carolina Herrera.
sofii2-1
sofii2-2
We knew that most people were coming to the site to look at the exhibits and maybe catch up on the latest news.The search functionality was front and center – it had to be. We wanted people to find the things they might be looking for from anywhere they were on the site.
sofiisearch
Trying to organize the exhibits in a way that might be obvious or intuitive to the user was largely one the biggest communication challenges. Especially as we started looking at how exhibits were classified. But ultimately, upon the relaunch and testing by users like you, we will know if we succeeded or not.

My brain was also working on the logo.

I remember I was sitting in a session by Kimberley MacKenzie at Fundraising Day in Toronto this past spring, where she was presenting a session about SOFII. And while listening to her talk and the feedback from the audience (about 95% of whom had never heard of SOFII), my brain kept repeating one statement.

Inspiration leads to innovation.

Of course, it says that there on the SOFII main page:
Screen shot 2009-11-22 at 12.43.34 PM
But to me, the inspiration needs to come first right?

I doodled a couple ideas at the conference which I later mocked up and sent to Ken to consider.
sofiivb
Print
After circulating to some of his SOFII ambassadors, the feedback was that the light bulb just wasn’t cutting it.

The logo needed to say inspiration and without going into a long drawn out ramble about the process we came up with a few more solutions.
Print
Which lead to the selection of the final logo.
Print
So once we had our wireframe approved we moved onto the design. Again, our desire was to keep the site functional and to hopefully make sense to the user as to where they need to go to find the things they might need.
sofii design3
sofii design3-ins
Ken really pushed us to make sure the images on the exhibit pages could be displayed as big as possible so we revised the layout of those pages.
Screen shot 2009-11-22 at 12.56.39 PM
Screen shot 2009-11-22 at 12.57.14 PM
Upon approval, it was time to move onto programming and migration. This whole site rebuild would not have been possible without the incredibly hard work and dedication of our programmer Dean Reeds from Open Web Group.

As we often do, as we started migrating the content from the existing site into the new site, Dean made many video tutorials of the “how-to’s” so he could train Carolina on how to insert new exhibits and articles moving forward, and fortunately due to Dean’s hard work, that process is as simple as creating a word document.

Here are a few more screen caps of the site:
Site map:
Screen shot 2009-11-22 at 1.02.53 PM
Create exhibit:
Screen shot 2009-11-22 at 1.03.41 PM
Articles:
Screen shot 2009-11-22 at 1.05.19 PM
So what’s next?

SOFII has been on a bit of a fundraising drive because there are costs associated to running a site like this. And if you have a moment take a look at this video and then contact Kimberley if you would be able to give something to keep a resource as important as SOFII up and running and moving forward.

We are hoping to relaunch just in time for the new year. I was speaking to Sean Triner this past week about a selecting a few of the current users to act as beta testers to find any cracks that might still exist when it goes live and after the testing is complete, and we’ve made our final tweaks we will be releasing SOFII 2.0 out to you and the world.

A site like SOFII has a lot of potential for growth, and we have some ideas already for version 3.0 which will continue to make it a one of a kind and massively important resource for any fundraiser in the world.

Obviously, if you haven’t already, go to sofii.org and register as a user. Then send it to 10 people you know in our sector and ask them to join.

The success of this site will always require the support of its users. Users like you.

Thanks for your help and support.

Does design matter?

Monday, August 31st, 2009

I’ve been reading with great interest for the past few days about all the brouhaha surrounding IKEA. In case you missed it, you can read it all here. But allow me to nutshell.

IKEA, famed makers of cheap Swedish furniture change font on their catalogue from Futura to Verdana. Thousands of designers moan everywhere. IKEA basically tells them to shut the hell up and stop being such babies because most “normal” people, aka non-designers could give a rat’s butt about what font they use.

Hm.

So who cares right? I’ve argued this point before – no one really cares what size your logo is, what font you use, that you are rebranding your business (did I mention I am doing that?) or that you have a brand new website.

Do you know what your donors, clients, customers care about? How are you better for me today then yesterday. How are you better, cheaper, faster, more relevant than before?

Hm.

So the designers – why are “we” getting all worked up in a sweat? Because we like to think stuff like fonts matter. Futura is sleek and elegant – Verdana is 100% PC ugliness… no class, no nothing. How could a worldwide company like IKEA who obviously see the importance of clean, elegant and – sometimes cheap – design, not see why so many would be up in arms.

So – the question remains – does design matter?

I say yes, of course it does. But it only matters SO much. And it matters when it is relevant and appropriate.

Case in point. Direct Mail: Designers HATE direct mail. Especially for charities. Why? We know that more often than not, boring, white #10’s with a logo and maybe a return address work. We know that courier will still whup some serious butt when in a letter. We often know that using two colours over four is just as good. I remember being chastised at a gathering of “art directors” when I mentioned I designed direct mail for charities. Like I was lesser of designer than they were.

It’s HARD to be this good -if I may… By understanding the rules of what makes the medium of direct mail successful makes me a good designer. And it makes the design I do matter. It makes the pack do better. But it only plays part of the role as we know.

Design matters – but only when it’s done with your audience in mind. And how many designers can say they design with the end user in mind? I hope you can.

Blue Beauty

Monday, August 10th, 2009

About two months ago, I advertised that fact I was giving away four free hours of studio and design time to any charity, anywhere that needed it. To say I was overwhelmed with the response would be an understatement.
At one point I had it in my head that we had, in Canada, over 60,000 registered charities and nfp’s. But according to Imagine Canada, we have over 161,000… that’s incredible. We all know about the big ones of course, they act big, they spend big, and well, they are big. BUT, using the 80/20 rule we can assume that the majority of those 161,000 charities are small. They are run by volunteers, they have no budgets, and are being run by people just trying to do the best they can.
I’m not pretending to be some sort of charitable Robin Hood, as striking as I would look in a leotard, but I take great satisfaction that I work with some of the best agencies and fundraising consultants in the world, and every time I work with a new client, especially the small ones, I can bring all the knowledge and resources I have to the discussion. If they want it.
Mark and I have discussed many a time, that we would love to be able to donate all of our time, resources and knowledge to charities anywhere for free – basically operate as a nfp design studio – but we need to make a living somehow right?
So – anyhow, back to Blue Beauty.
bluebeautylogo3001_2
As I went through all of the emails that I received, one was from a woman named Candy Silvasy from Cincinnati.
Spa4Diabetes is partnered with the United Nations’ Int’l Diabetes Federation, we raise money and awareness for the global diabetes epidemic. Our BlueBeauty initiative seeks to encourage recognition, prevention and self care as the pink ribbon does for breast cancer.
Candy needed some help coming up with a professional identity for the Blue Beauty initiative.
The problem for me is that it is impossible to design a logo in the course of four hours. I’ve discussed my process before here and here. But I liked the challenge, the cause and Candy had a real passion for what she was doing.
After reviewing her answers to my questionnaire that I use for new logo design projects, I sat down and got to work.
Two key things that stood out to me were Blue Beauty’s target market and demographics. She was targeting spas, beauty manufactures, upscale hotels and women who would generally partake in Blue Beauty spa treatments or buy the products. Age range of 18-35, upper middle class.
Candy explained: “BlueBeauty has taken off so rapidly that companies, including beauty manufacturers, are contacting us to participate. We need a high impact, recognizable logo for BlueBeauty that will motivate companies to create and customers to buy BlueBeauty branded goods. I want it to be the young, fresh, modern look of diabetes. Someone told me recently, that diabetes is not a glamorous disease – the pink ribbon, the Red Dress campaign of the American Heart Assn. have done that for their causes. Though no disease is glamorous – I want this logo to put our BlueBeauty Initiative on the map as the way that diabetes stays top of women’s minds and gets them excited to do something about stopping it.
So the challenge was clear.
Doing some research was in order.
Candy was right. Breast Cancer has the pink ribbon, Heart and Stroke has their heart, Lung Association has their cross… what does diabetes have? What sort of visual clichés did that section of the sector use to represent themselves.
Well the colour blue kept coming up (which was going to work well considering the name) and the circle also kept popping up. I also discovered that the International Diabetes Federation has started a global campaign to come up with a symbol for diabetes.
HUMAN CIRCLE FOR  DIABETES
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diabetes-blue-circle
So that was settled. I knew I couldn’t ignore it for the sake of being different. As a logo designer I have acknowledged that fact that visual clichés are clichés for a reason. It would be stupid to ignore it. The challenge is always using the cliché in a new, original way.
But there was second piece to this. Giving the logo a upscale spa look.
We’ve all seen those before.
crown-spa-logo
mock-3_08_2
spa_massage_masthead
I had the colour blue. I had the circle. I had striking type. I had water.
Now what? Well as usual for me, I started with the type.
There were two faces that stood out pretty quickly. One was called Sparrowhawk and the other was called BauderieScript. They had the qualities I was looking for. Soft and feminine shapes, uniqueness, upscale but not perfect.
type
Ordinarily I would present two to three ideas, all in black. But in this case, Candy and I knew that we would always have to use the colour blue, so using these two faces I presented Candy with two concepts:
picture-16
The first one I wanted to keep keep that idea, or cliché of calming water, as well, the roundness of the characters worked to the round circle of diabetes. It was striking and upscale.
The second one, I really wanted to do the blue circle but – not the blue circle. The type was great because it was imperfect. It had flow, it was natural… and I wanted it to feel like it was part of a pool of water.
Candy decided pretty quickly that she really liked option number two and I went ahead and finalized the art direction and cleaned up the concept to work in a number different formats.
bluebeautyFINAL
John created the logo for our non-profit’s main initiative. What impressed me so much, was John’s thorough and enthusiastic interest in what we’re doing. His research and creativity meshed to produce the ideal logo that’s not only aesthetically beautiful, but also on target with helping Spa4Diabetes reach it’s goals. Thanks so much John and we look forward to working with you in the future!

Epiphany!

Monday, November 17th, 2008

Last year, I was approached by Cheryl Breukelman and Simon Geoghegan of CBA Coaching to help them rebrand their coaching company. As I’ve blogged before, I had already been working with Simon to help me redefine and express what Idea Design does, more clearly.

I approached good friend and colleague Dan Banko to assist me in this exercise. Dan has a lot more experience in rebranding exercises and him and I like to work together whenever we get the chance.

We had a number of meetings with Cheryl and Simon to determine what they wanted out of this rebrand.

Ultimately, Dan and I came up with a list of about 30 potenial names for their new company which we shortlisted down to 4.

Cheryl and Simon picked “Epiphany!” out of the shortlist, which worked on many different levels. In a coaching experience, there are many aha! moments. Moments of clarity, of surprise, of inspiration.

As we started to move forward on designing the logo and collateral materials, I wanted every piece to capture that “aha” moment.

As I’ve mentioned before, I like to start with the type. If I can find a typeface that is expressive and works with the name, then in some ways I am already half way there.

In the case of epiphany, I need I wanted something bold and strong with an element of playfulness…

After I take a look at the name set in a number of faces that may or may not work, certain fonts really start to call out to me which I highlight to use as I move to the next stage.

I often sit down brainstorm/sketch visual ideas that are coming to me as well as other words that may lead to or be part of the final logo. Just like the font selection, every element that is part of the logo should express something.

We came back and presented four logo concepts to the clients. I present the logos in black so we don’t get distracted by colours. Like I say, if we can make it work in black, then adding a colour will be easy.

Simon and Cheryl laboured over the decision somewhat but came back with their selection. It was time to add some colour, which I knew would also keep in line with the original idea that every element and design touch should say “aha!”.

As I added colour to the logo and worked on the materials, I could feel it all coming together.

I applaud Cheryl and Simon for trusting in my abilities and letting me provide some solutions that were a little out of the ordinary. But as I showed them a mock up of their business cards, letterhead and envelope and explained how everytime they met someone and passed their card along, they would have the opportunity to tell their story. And watch as they go – “aha!”.

“Working with Idea Design was the best decision we made when deciding to rebrand. John took us through a thorough process that helped translate our work, vision and values into a new identity that we love!” – Simon Geoghegan

Reach for the Rainbow

Monday, November 10th, 2008

Laurie Pringle is a woman on a mission. Recently she was hired as Director of Development at Reach for the Rainbow and she has come aboard committed to making a difference within the organization and to their donors. And she asked me to help design their newsletter.

We started by establishing a word count so my colleague Sonya MacDonald (one of the top fundraising writers in Canada) could start to work on the copy. A word count is helpful to the writer and editor as it tells them how much copy they can fit on one page. I usually work with a 50/50 ratio. No more than half the page should be filled with copy, the other half is reserved for images, pull quotes and white space. Having any more copy than that will make the piece look very copy heavy – unless that’s what you are going for of course.

We settled on calling the newsletter: Inside the Rainbow. We felt that the newsletter would be giving donors a look at the going-ons and inside scoop on how donations are being used and making a difference.

I usually begin the design process by setting up my grid which helps to ensure that any element I have on the page will line up with any other element.

In the case of “Inside the Rainbow” I went with a seven column grid. I tend to use an uneven number because although using a even number will always allow me to keep things balanced, an uneven number means a little more design work to balance off elements – but the result is a visually interesting piece. Notice how everything plays off the grid.

Next comes the masthead. The masthead, for me, sets the tone of the piece and therefore I always work on it first. I wanted to it to have some visual impact, be bold and a little fun too. I also wanted to avoid over-doing the whole rainbow thing.

The font I selected is called Bau. Bau is a nice selection because of it’s tiny imperfections and little kicks, like in the “a”.

I tracked in in very tight (decreased the amount of space between each letter) so each character melted into one other – now they belonged and supported each other.

For the body copy I wanted to stay with a typeface that would be appropriate to the audience and selected Adobe Garamond, one of my favourites for body copy.

Once I have the copy typeset and masthead in place, I can start to design by adding images, colours and little touches that bring a newsletter to life.

As I was finishing the first draft I still felt it was missing something – an extra element of child-like fun. As I was preparing dinner the one evening I looked over at my daughters as they happily made a massive mess with paint and their hands. I think I knew what I wanted to add.

What a great way to end each article.

Laurie was a great client to work for and we both look forward to rolling up our sleeves as we get to work on the next project.

“Recently John designed a newsletter for Reach for the Rainbow and the entire organization is overjoyed with the look, feel and effect. With precious little guidance from our overburdened team, John designed a bright, crisp, enticing and effective newsletter that we are proud to send to our constituents. John’s design clearly portrays our organizations’ values with simple, but impactful elegance.

I look forward to enlisting John’s expertise on many future projects. The children and youth who rely upon Reach for the Rainbow’s services will enjoy a happier holiday season as a result of his excellent work.” – Laurie Pringle

Thanks Laurie!

Person Laurie Pringle
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Should the envelope be plain or should it be BOLD?

Monday, July 7th, 2008

I was reading “The Direct Mail Envelope Quandry” at Direct Creative and if I had a nickel for every time I’ve had this argument with someone… Well, I’d probably have a whole lot of nickles.

The problem I have is that it seems all charities want to (or can only afford to) mail are white #10 envelopes – and ‘lets slap some sort of tagline on it’.

I know I’ve said it before – be appropriate. If you have something inside that will be of some use to your donor, tell them, unless it’s something lumpy – then you don’t need to – they’ll open it any way.

Nothing says “I’m junk mail” more than a #10 with a boring tagline on it.

If you can only mail out a #10 – do something interesting with it. Use a different colour stock, use a first class stamp, use a label, make it closed faced, use some handwriting on it, use 2 windows, don’t (gasp) put anything on it… Some of these ideas will work better in prospecting than with your house file or vicea-versa…

As they say over and over – test it. And then test something else.

I don’t know if the envelope should be plain or if it should be bold, but as I’ve said before, if everyone else is letting their donors eat vanilla – send them chocolate.

Speaking of chocolate, I received this envelope the other day – talk about standing out. I had no idea what the American Power Conversion was but I was definitely going to open this thing.

And I promise this will be the last post about #10’s I do for a while!

Next week:

I have a special mid week blog planned. I was invited to be a part of a special Post2Post Book Tour hosted by Idea Sandbox. I will be interviewing the authour of “Jack’s Notebook”, Gregg Fraley.

The tour will be as follows:

Site: Education Innovation by Rob Jacobs – Monday, July 14

The Naked Idea by John Lepp (that’s me!) Tuesday, July 15

Marketing Fresh Peel by Chris Wilson Wednesday, July 16

Innoblog Thursday, July 17

The Brand Chef by Andrew Clark Friday, July 18

Hope you will join me for that.