In this episode of Idea Work, I explore the preparation phase of a design thinking project, the often-overlooked stage that sets everything up for success. Learn how to run your first team meeting, set expectations, prepare for client conversations, and use tools to keep everyone aligned. We’ll also look at the value of reverse briefs and why client engagement is part of your product. Whether you’re leading a project or joining one, these tips will help you start strong.
Resources mentioned
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Timestamps
0:02 – Introduction
Welcome to Idea Work. What the show covers and who it’s for.
0:39 – Episode aim
What to do before starting a design thinking project. Why strong setup matters for any complex project.
1:28 – Case study setup
Hypothetical brief: a small design team helps a university improve international students’ access to on‑campus health services.
2:37 – Team foundations
Roles, responsibilities, communication norms, and when to seek external support. Setting expectations early to avoid problems later.
4:33 – Tools and platforms
Choosing collaboration and project tools (e.g. digital whiteboards, comms, and task managers) so the team can work smoothly.
5:20 – Preparing for the client meeting
Do background research on the organisation and problem space. Map stakeholders. Arrive with thoughtful questions rather than a sales pitch.
9:00 – Scoping and expectations
Clarify deliverables, feedback points, timelines and budget. Manage expectations, especially if outcomes are exploratory.
13:08 – Reverse brief and approval
Turn the discussion into a clear plan with scope, responsibilities and schedule. Share for sign‑off.
14:01 – Client engagement is part of the product
Professional, transparent process builds trust and referrals. From approval to action and next steps.
17:07–17:14 – Wrap up and sign off
Invitation for comments, subscribe reminder, and thanks to listeners.
Michael Walter is an educator, writer, academic, founder, improviser, and musician. He explores the interse
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