Blog

  • I am a creative.

    I am a creative.

    I am a creative. What I do is alchemy. It is a mystery. I do not so much do it, as let it be done through me.

    I am a creative. Not all creative people like this label. Not all see themselves this way. Some creative people see science in what they do. That is their truth, and I respect it. Maybe I even envy them, a little. But my process is different—my being is different.

    Apologizing and qualifying in advance is a distraction. That’s what my brain does to sabotage me. I set it aside for now. I can come back later to apologize and qualify. After I’ve said what I came to say. Which is hard enough. 

    Except when it is easy and flows like a river of wine.

    Sometimes it does come that way. Sometimes what I need to create comes in an instant. I have learned not to say it at that moment, because if you admit that sometimes the idea just comes and it is the best idea and you know it is the best idea, they think you don’t work hard enough.

    Sometimes I work and work and work until the idea comes. Sometimes it comes instantly and I don’t tell anyone for three days. Sometimes I’m so excited by the idea that came instantly that I blurt it out, can’t help myself. Like a boy who found a prize in his Cracker Jacks. Sometimes I get away with this. Sometimes other people agree: yes, that is the best idea. Most times they don’t and I regret having  given way to enthusiasm. 

    Enthusiasm is best saved for the meeting where it will make a difference. Not the casual get-together that precedes that meeting by two other meetings. Nobody knows why we have all these meetings. We keep saying we’re doing away with them, but then just finding other ways to have them. Sometimes they are even good. But other times they are a distraction from the actual work. The proportion between when meetings are useful, and when they are a pitiful distraction, varies, depending on what you do and where you do it. And who you are and how you do it. Again I digress. I am a creative. That is the theme.

    Sometimes many hours of hard and patient work produce something that is barely serviceable. Sometimes I have to accept that and move on to the next project.

    Don’t ask about process. I am a creative.

    I am a creative. I don’t control my dreams. And I don’t control my best ideas.

    I can hammer away, surround myself with facts or images, and sometimes that works. I can go for a walk, and sometimes that works. I can be making dinner and there’s a Eureka having nothing to do with sizzling oil and bubbling pots. Often I know what to do the instant I wake up. And then, almost as often, as I become conscious and part of the world again, the idea that would have saved me turns to vanishing dust in a mindless wind of oblivion. For creativity, I believe, comes from that other world. The one we enter in dreams, and perhaps, before birth and after death. But that’s for poets to wonder, and I am not a poet. I am a creative. And it’s for theologians to mass armies about in their creative world that they insist is real. But that is another digression. And a depressing one. Maybe on a much more important topic than whether I am a creative or not. But still a digression from what I came here to say.

    Sometimes the process is avoidance. And agony. You know the cliché about the tortured artist? It’s true, even when the artist (and let’s put that noun in quotes) is trying to write a soft drink jingle, a callback in a tired sitcom, a budget request.

    Some people who hate being called creative may be closeted creatives, but that’s between them and their gods. No offense meant. Your truth is true, too. But mine is for me. 

    Creatives recognize creatives.

    Creatives recognize creatives like queers recognize queers, like real rappers recognize real rappers, like cons know cons. Creatives feel massive respect for creatives. We love, honor, emulate, and practically deify the great ones. To deify any human is, of course, a tragic mistake. We have been warned. We know better. We know people are just people. They squabble, they are lonely, they regret their most important decisions, they are poor and hungry, they can be cruel, they can be just as stupid as we can, because, like us, they are clay. But. But. But they make this amazing thing. They birth something that did not exist before them, and could not exist without them. They are the mothers of ideas. And I suppose, since it’s just lying there, I have to add that they are the mothers of invention. Ba dum bum! OK, that’s done. Continue.

    Creatives belittle our own small achievements, because we compare them to those of the great ones. Beautiful animation! Well, I’m no Miyazaki. Now THAT is greatness. That is greatness straight from the mind of God. This half-starved little thing that I made? It more or less fell off the back of the turnip truck. And the turnips weren’t even fresh.

    Creatives knows that, at best, they are Salieri. Even the creatives who are Mozart believe that. 

    I am a creative. I haven’t worked in advertising in 30 years, but in my nightmares, it’s my former creative directors who judge me. And they are right to do so. I am too lazy, too facile, and when it really counts, my mind goes blank. There is no pill for creative dysfunction.

    I am a creative. Every deadline I make is an adventure that makes Indiana Jones look like a pensioner snoring in a deck chair. The longer I remain a creative, the faster I am when I do my work and the longer I brood and walk in circles and stare blankly before I do that work. 

    I am still 10 times faster than people who are not creative, or people who have only been creative a short while, or people who have only been professionally creative a short while. It’s just that, before I work 10 times as fast as they do, I spend twice as long as they do putting the work off. I am that confident in my ability to do a great job when I put my mind to it. I am that addicted to the adrenaline rush of postponement. I am still that afraid of the jump.

    I am not an artist.

    I am a creative. Not an artist. Though I dreamed, as a lad, of someday being that. Some of us belittle our gifts and dislike ourselves because we are not Michelangelos and Warhols. That is narcissism—but at least we aren’t in politics.

    I am a creative. Though I believe in reason and science, I decide by intuition and impulse. And live with what follows—the catastrophes as well as the triumphs. 

    I am a creative. Every word I’ve said here will annoy other creatives, who see things differently. Ask two creatives a question, get three opinions. Our disagreement, our passion about it, and our commitment to our own truth are, at least to me, the proofs that we are creatives, no matter how we may feel about it.

    I am a creative. I lament my lack of taste in the areas about which I know very little, which is to say almost all areas of human knowledge. And I trust my taste above all other things in the areas closest to my heart, or perhaps, more accurately, to my obsessions. Without my obsessions, I would probably have to spend my time looking life in the eye, and almost none of us can do that for long. Not honestly. Not really. Because much in life, if you really look at it, is unbearable.

    I am a creative. I believe, as a parent believes, that when I am gone, some small good part of me will carry on in the mind of at least one other person.

    Working saves me from worrying about work.

    I am a creative. I live in dread of my small gift suddenly going away.

    I am a creative. I am too busy making the next thing to spend too much time deeply considering that almost nothing I make will come anywhere near the greatness I comically aspire to.

    I am a creative. I believe in the ultimate mystery of process. I believe in it so much, I am even fool enough to publish an essay I dictated into a tiny machine and didn’t take time to review or revise. I won’t do this often, I promise. But I did it just now, because, as afraid as I might be of your seeing through my pitiful gestures toward the beautiful, I was even more afraid of forgetting what I came to say. 

    There. I think I’ve said it. 

  • Opportunities for AI in Accessibility

    Opportunities for AI in Accessibility

    I was completely moved by Joe Dolson’s current article on the crossroads of AI and convenience, both in terms of the suspicion he has regarding AI in general and how many people have been using it. In fact, I’m very skeptical of AI myself, despite my role at Microsoft as an accessibility technology strategist who helps manage the AI for Accessibility award program. AI can be used in quite creative, inclusive, and accessible ways, as well as in harmful, exclusive, and harmful ways, like with any tool. Additionally, there are a lot of uses in the subpar center as well.

    I’d like you to consider this a “yes … and” piece to complement Joe’s post. I’m just trying to contradict what he’s saying, but I’m just trying to give some context to initiatives and opportunities where AI can make a difference for people with disability. To be clear, I want to take some time to speak about what’s possible in hope that we’ll get there one day. There are, and we’ve needed to address them, like, yesterday.

    Other text

    Joe’s article spends a lot of time examining how computer vision versions can create other words. He raises a lot of legitimate points regarding the state of the world right now. And while computer-vision concepts continue to improve in the quality and complexity of information in their information, their benefits aren’t wonderful. He argues to be accurate that the state of image research is currently very poor, especially for some image types, in large part due to the absence of contextual contexts in which to look at images ( as a result of having separate “foundation” models for words analysis and image analysis ). Today’s models aren’t trained to distinguish between images that are contextually relevant ( should probably have descriptions ) and those that are purely decorative ( couldn’t possibly need a description ) either. Nonetheless, I still think there’s possible in this area.

    As Joe points out, human-in-the-loop editing of ctrl text should definitely be a factor. And if AI can intervene and provide a starting point for alt text, even if the rapid reads,” What is this BS?” That’s not correct at all … Let me try to offer a starting point— I think that’s a win.

    If we can specifically station a design to examine image usage in context, it might help us more quickly determine which images are likely to be elegant and which ones are likely to need a description. That will help clarify which situations require image descriptions, and it will increase authors ‘ effectiveness in making their sites more visible.

    While complex images—like graphs and charts—are challenging to describe in any sort of succinct way ( even for humans ), the image example shared in the GPT4 announcement points to an interesting opportunity as well. Let’s say you came across a map that was simply the name of the table and the type of visualization it was: Pie table comparing smartphone use to have phone use among US households making under$ 30, 000 annually. ( That would be a pretty bad alt text for a chart because it frequently leaves many unanswered questions about the data, but let’s just assume that was the description in place. ) If your website knew that that picture was a pie chart ( because an onboard model concluded this ), imagine a world where people could ask questions like these about the creative:

    • Do more people use smartphones or other types of smartphones?
    • How many more?
    • Is there a group of people that don’t fall into either of these buckets?
    • What number is that?

    For a moment, the chance to learn more about images and data in this way could be revolutionary for people who are blind and low vision as well as for those with various forms of color blindness, cognitive disabilities, and other issues. Putting aside the realities of large language model ( LLM) hallucinations. It could also be useful in educational contexts to help people who can see these charts, as is, to understand the data in the charts.

    What if you could ask your browser to make a complicated chart simpler? What if you demanded that the line graph be isolated into just one line? What if you could ask your browser to transpose the colors of the different lines to work better for form of color blindness you have? What if you could ask it to switch colors for patterns? That seems like a possibility given the chat-based interfaces and our current ability to manipulate images in the AI tools of today.

    Now imagine a purpose-built model that could extract the information from that chart and convert it to another format. Perhaps it could convert that pie chart (or, better yet, a series of pie charts ) into more usable ( and useful ) formats, like spreadsheets, for instance. That would be incredible!

    Matching algorithms

    When Safiya Umoja Noble chose to put her book Algorithms of Oppression, she hit the nail on the head. Although her book focused on the ways that search engines can foster racism, I believe it to be equally accurate to say that all computer models have the potential to amplify conflict, bias, and intolerance. Whether it’s Twitter always showing you the latest tweet from a bored billionaire, YouTube sending us into a Q-hole, or Instagram warping our ideas of what natural bodies look like, we know that poorly authored and maintained algorithms are incredibly harmful. Many of these are the result of a lack of diversity in the people who create and build them. However, when these platforms are built with inclusive features in mind, there is real potential for algorithm development to help people with disabilities.

    Take Mentra, for example. They serve as a network of people with disabilities. They match job seekers with potential employers using an algorithm based on more than 75 data points. On the job-seeker side of things, it considers each candidate’s strengths, their necessary and preferred workplace accommodations, environmental sensitivities, and so on. On the employer side, it takes into account each work environment, communication strategies for each job, and other factors. Mentra made the decision to change the script when it came to traditional employment websites because it was run by neurodivergent people. They use their algorithm to propose available candidates to companies, who can then connect with job seekers that they are interested in, reducing the emotional and physical labor on the job-seeker side of things.

    More people with disabilities can be used to create algorithms, which can lessen the likelihood that they will harm their communities. That’s why diverse teams are so crucial.

    Imagine that a social media company’s recommendation engine was tuned to analyze who you’re following and if it was tuned to prioritize follow recommendations for people who talked about similar things but who were different in some key ways from your existing sphere of influence. For instance, if you were to follow a group of non-disabled white male academics who talk about AI, it might be advisable to follow those who are disabled, aren’t white, or aren’t men who also talk about AI. If you followed its recommendations, you might learn more about what’s happening in the AI field. These same systems should also use their understanding of biases about particular communities—including, for instance, the disability community—to make sure that they aren’t recommending any of their users follow accounts that perpetuate biases against (or, worse, spewing hate toward ) those groups.

    Other ways that AI can assist people with disabilities

    I’m sure I could go on and on about using AI to assist people with disabilities, but I’m going to make this last section into a bit of a lightning round if I weren’t trying to put this together in between other tasks. In no particular order:

      preservation of voice You might have heard about the voice-preserve offerings from Microsoft, Acapela, or others, or have seen the VALL-E paper or Apple’s Global Accessibility Awareness Day announcement. It’s possible to train an AI model to replicate your voice, which can be a tremendous boon for people who have ALS ( Lou Gehrig’s disease ) or motor-neuron disease or other medical conditions that can lead to an inability to talk. This technology can also be used to create audio deepfakes, so we need to approach it responsibly, but the technology has truly transformative potential.
    • voice recognition Researchers like those in the Speech Accessibility Project are paying people with disabilities for their help in collecting recordings of people with atypical speech. As I type, they are currently hiring people with Parkinson’s and related conditions, and they intend to expand this list as the project develops. More people with disabilities will be able to use voice assistants, dictation software, and voice-response services, as well as to use only their voices to control computers and other devices, according to this research.
    • Text transformation. The most recent generation of LLMs is capable of altering already-existing text without giving off hallucinations. This is incredibly empowering for those who have cognitive disabilities and who may benefit from text summaries or simplified versions, or even text that has been prepared for bionic reading.

    The importance of diverse teams and data

    We must acknowledge that our differences matter. The intersections of the identities we exist in have an impact on our lived experiences. These lived experiences—with all their complexities ( and joys and pain ) —are valuable inputs to the software, services, and societies that we shape. Our differences must be reflected in the data we use to develop new models, and those who provide that valuable information must be compensated for doing so. Inclusive data sets produce stronger models that promote more justifiable outcomes.

    Want a model that doesn’t demean or patronize or objectify people with disabilities? Make sure that the training data includes information about disabilities written by people with a range of disabilities.

    Want a model that uses ableist language without using it? You may be able to use existing data sets to build a filter that can intercept and remediate ableist language before it reaches readers. Despite this, AI models won’t soon replace human copy editors when it comes to sensitivity reading.

    Want a copilot for coding that provides recommendations that are accessible after the jump? Train it on code that you know to be accessible.


    I have no doubts about how dangerous AI can and will be for people today, tomorrow, and for the rest of the world. However, I think we should also acknowledge this and make thoughtful, thoughtful, and intentional changes to our approaches to AI that will also reduce harm over time with an emphasis on accessibility ( and, in general, inclusion ). Today, tomorrow, and well into the future.


    Many thanks to Kartik Sawhney for supporting the development of this article, Ashley Bischoff for providing me with invaluable editorial support, and of course, Joe Dolson for the prompt.

  • The Wax and the Wane of the Web

    The Wax and the Wane of the Web

    When you begin to believe you have all figured out, everyone does change, in my experience. Simply as you start to get the hang of injections, diapers, and ordinary sleep, it’s time for solid foods, potty training, and nighttime sleep. When those are determined, school and occasional sleeps are in order. The cycle goes on and on.

    The same holds true for those of us who are currently employed in design and development. Having worked on the web for about three years at this point, I’ve seen the typical wax and wane of concepts, strategies, and systems. Every day we as developers and designers re-enter the familiar pattern, a brand-new systems or idea emerges to shake things up and completely alter the world.

    How we got below

    I built my first website in the mid-’90s. Design and development on the web back then was a free-for-all, with few established norms. For any layout aside from a single column, we used table elements, often with empty cells containing a single pixel spacer GIF to add empty space. We styled text with numerous font tags, nesting the tags every time we wanted to vary the font style. And we had only three or four typefaces to choose from: Arial, Courier, or Times New Roman. When Verdana and Georgia came out in 1996, we rejoiced because our options had nearly doubled. The only safe colors to choose from were the 216 “web safe” colors known to work across platforms. The few interactive elements (like contact forms, guest books, and counters) were mostly powered by CGI scripts (predominantly written in Perl at the time). Achieving any kind of unique look involved a pile of hacks all the way down. Interaction was often limited to specific pages in a site.

    online standards were born.

    At the turn of the century, a new cycle started. Crufty code littered with table layouts and font tags waned, and a push for web standards waxed. Newer technologies like CSS got more widespread adoption by browsers makers, developers, and designers. This shift toward standards didn’t happen accidentally or overnight. It took active engagement between the W3C and browser vendors and heavy evangelism from folks like the Web Standards Project to build standards. A List Apart and books like Designing with Web Standards by Jeffrey Zeldman played key roles in teaching developers and designers why standards are important, how to implement them, and how to sell them to their organizations. And approaches like progressive enhancement introduced the idea that content should be available for all browsers—with additional enhancements available for more advanced browsers. Meanwhile, sites like the CSS Zen Garden showcased just how powerful and versatile CSS can be when combined with a solid semantic HTML structure.

    Server-side language like PHP, Java, and.NET took Perl as the primary back-end computers, and the cgi-bin was tossed in the garbage bin. With these improved server-side software, the first period of internet programs started with content-management techniques (especially those used in blogs like Blogger, Grey Matter, Movable Type, and WordPress ) In the mid-2000s, AJAX opened gates for sequential interaction between the front end and back close. Websites now no longer needed to refresh their pages ‘ content. A grain of Script frameworks like Prototype, YUI, and ruby arose to aid developers develop more credible client-side interaction across browsers that had wildly varying levels of standards support. Techniques like image replacement enable skilled designers and developers to display fonts of their choosing. And technologies like Flash made it possible to add animations, games, and even more interactivity.

    The industry was reenergized by these new tools, standards, and methods in many ways. Web design flourished as designers and developers explored more diverse styles and layouts. However, we still relied on numerous hacks. Early CSS was a huge improvement over table-based layouts when it came to basic layout and text styling, but its limitations at the time meant that designers and developers still relied heavily on images for complex shapes ( such as rounded or angled corners ) and tiled backgrounds for the appearance of full-length columns (among other hacks ). All kinds of nested floats or absolute positioning ( or both ) were necessary for complicated layouts. Flash and image replacement for custom fonts was a great start toward varying the typefaces from the big five, but both hacks introduced accessibility and performance problems. Additionally, JavaScript libraries made it simple for anyone to add a dash of interaction to pages, even at the expense of double or even quadrupling the download size of basic websites.

    The web as software platform

    The front-end and back-end symbiosis continued to improve, leading to the development of the modern web application. Between expanded server-side programming languages ( which kept growing to include Ruby, Python, Go, and others ) and newer front-end tools like React, Vue, and Angular, we could build fully capable software on the web. Along with these tools, there were additional options, such as shared package libraries, build automation, and collaborative version control. What was once primarily an environment for linked documents became a realm of infinite possibilities.

    Mobile devices also increased in their capabilities, and they gave us access to internet in our pockets at the same time. Mobile apps and responsive design opened up opportunities for new interactions anywhere and any time.

    This fusion of potent mobile devices and potent development tools contributed to the growth of social media and other centralized tools for user interaction and consumption. As it became easier and more common to connect with others directly on Twitter, Facebook, and even Slack, the desire for hosted personal sites waned. Social media made connections on a global scale, with both positive and negative outcomes.

    Want a much more extensive history of how we got here, with some other takes on ways that we can improve? ” Of Time and the Web” was written by Jeremy Keith. Or check out the” Web Design History Timeline” at the Web Design Museum. Additionally, Neal Agarwal takes a fascinating tour of” Internet Artifacts.”

    Where we are now

    It seems like we’ve been at a new significant inflection point over the past couple of years. As social-media platforms fracture and wane, there’s been a growing interest in owning our own content again. There are many different ways to create a website, from the tried-and-true classic of hosting plain HTML files to static site generators to content management systems of all varieties. The fracturing of social media also comes with a cost: we lose crucial infrastructure for discovery and connection. Webmentions, RSS, ActivityPub, and other IndieWeb tools can be useful in this regard, but they’re still largely underdeveloped and difficult to use for the less geeky. We can build amazing personal websites and add to them regularly, but without discovery and connection, it can sometimes feel like we may as well be shouting into the void.

    Browser support for CSS, JavaScript, and other web components has increased, particularly with initiatives like Interop. New technologies gain support across the board in a fraction of the time that they used to. I frequently find out about a new feature and check its browser support only to discover that its coverage is already over 80 %. Nowadays, the barrier to using newer techniques often isn’t browser support but simply the limits of how quickly designers and developers can learn what’s available and how to adopt it.

    With a few commands and a few lines of code, we can currently prototype almost any concept. All the tools that we now have available make it easier than ever to start something new. However, the upfront cost these frameworks may save in initial delivery eventually comes down as the maintenance and upgrading they become a part of our technical debt.

    If we rely on third-party frameworks, adopting new standards can sometimes take longer since we may have to wait for those frameworks to adopt those standards. These frameworks, which once made it easier to adopt new techniques sooner, have since evolved into obstacles. These same frameworks often come with performance costs too, forcing users to wait for scripts to load before they can read or interact with pages. And when scripts fail ( whether due to poor code, network issues, or other environmental factors ), users frequently have no choice but to use blank or broken pages.

    Where do we go from here?

    Hacks of today help to shape standards for tomorrow. And there’s nothing inherently wrong with embracing hacks —for now—to move the present forward. Problems only arise when we refuse to acknowledge that they are hacks or when we refuse to take their place. So what can we do to create the future we want for the web?

    Build for the long haul. Optimize for performance, for accessibility, and for the user. weigh the costs associated with those user-friendly tools. They may make your job a little easier today, but how do they affect everything else? What is the price to the users? To future developers? to the adoption of standards? Sometimes the convenience may be worth it. It’s occasionally just a hack that you’ve gotten used to. And sometimes it’s holding you back from even better options.

    Start with standards. Standards continue to evolve over time, but browsers have done a remarkably good job of continuing to support older standards. The same isn’t always the case with third-party frameworks. Sites built with even the hackiest of HTML from the’ 90s still work just fine today. The same can’t always be said of websites created with frameworks even after a few years.

    Design with care. Consider the effects of each choice, whether your craft is code, pixels, or processes. The convenience of many a modern tool comes at the cost of not always understanding the underlying decisions that have led to its design and not always considering the impact that those decisions can have. Use the time saved by modern tools to think more carefully and make decisions with care rather than rushing to “move fast and break things”

    Always be learning. If you’re constantly learning, you’re also developing. Sometimes it may be hard to pinpoint what’s worth learning and what’s just today’s hack. Even if you were to concentrate solely on learning standards, you might end up focusing on something that won’t matter next year. ( Remember XHTML? ) However, ongoing learning opens up new connections in your brain, and the techniques you learn in one day may be used to guide different experiments in the future.

    Play, experiment, and be weird! The ultimate experiment is this web that we’ve created. It’s the single largest human endeavor in history, and yet each of us can create our own pocket within it. Be brave and try something new. Build a playground for ideas. In your own bizarre science lab, conduct absurd experiments. Start your own small business. There is no better place for being more creative, risk-taking, and expressing our creativity.

    Share and amplify. As you play, experiment, and learn, share what has worked for you. Write on your own website, post on whichever social media site you prefer, or shout it from a TikTok. Write something for A List Apart! But take the time to amplify others too: find new voices, learn from them, and share what they’ve taught you.

    Go ahead and create a masterpiece.

    As designers and developers for the web ( and beyond ), we’re responsible for building the future every day, whether that may take the shape of personal websites, social media tools used by billions, or anything in between. Let’s incorporate our values into the products we produce, and let’s improve the world for everyone. Create that thing that only you are uniquely qualified to make. Then, share it, improve it, re-create it, or create something new. Learn. Make. Share. grow. Rinse and repeat. Everything will change whenever you believe you’ve mastered the web.

  • To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    Picture this. You’ve joined a squad at your company that’s designing new product features with an emphasis on automation or AI. Or your company has just implemented a personalization engine. Either way, you’re designing with data. Now what? When it comes to designing for personalization, there are many cautionary tales, no overnight successes, and few guides for the perplexed. 

    Between the fantasy of getting it right and the fear of it going wrong—like when we encounter “persofails” in the vein of a company repeatedly imploring everyday consumers to buy additional toilet seats—the personalization gap is real. It’s an especially confounding place to be a digital professional without a map, a compass, or a plan.

    For those of you venturing into personalization, there’s no Lonely Planet and few tour guides because effective personalization is so specific to each organization’s talent, technology, and market position. 

    But you can ensure that your team has packed its bags sensibly.

    There’s a DIY formula to increase your chances for success. At minimum, you’ll defuse your boss’s irrational exuberance. Before the party you’ll need to effectively prepare.

    We call it prepersonalization.

    Behind the music

    Consider Spotify’s DJ feature, which debuted this past year.

    We’re used to seeing the polished final result of a personalization feature. Before the year-end award, the making-of backstory, or the behind-the-scenes victory lap, a personalized feature had to be conceived, budgeted, and prioritized. Before any personalization feature goes live in your product or service, it lives amid a backlog of worthy ideas for expressing customer experiences more dynamically.

    So how do you know where to place your personalization bets? How do you design consistent interactions that won’t trip up users or—worse—breed mistrust? We’ve found that for many budgeted programs to justify their ongoing investments, they first needed one or more workshops to convene key stakeholders and internal customers of the technology. Make yours count.

    ​From Big Tech to fledgling startups, we’ve seen the same evolution up close with our clients. In our experiences with working on small and large personalization efforts, a program’s ultimate track record—and its ability to weather tough questions, work steadily toward shared answers, and organize its design and technology efforts—turns on how effectively these prepersonalization activities play out.

    Time and again, we’ve seen effective workshops separate future success stories from unsuccessful efforts, saving countless time, resources, and collective well-being in the process.

    A personalization practice involves a multiyear effort of testing and feature development. It’s not a switch-flip moment in your tech stack. It’s best managed as a backlog that often evolves through three steps: 

    1. customer experience optimization (CXO, also known as A/B testing or experimentation)
    2. always-on automations (whether rules-based or machine-generated)
    3. mature features or standalone product development (such as Spotify’s DJ experience)

    This is why we created our progressive personalization framework and why we’re field-testing an accompanying deck of cards: we believe that there’s a base grammar, a set of “nouns and verbs” that your organization can use to design experiences that are customized, personalized, or automated. You won’t need these cards. But we strongly recommend that you create something similar, whether that might be digital or physical.

    Set your kitchen timer

    How long does it take to cook up a prepersonalization workshop? The surrounding assessment activities that we recommend including can (and often do) span weeks. For the core workshop, we recommend aiming for two to three days. Here’s a summary of our broader approach along with details on the essential first-day activities.

    The full arc of the wider workshop is threefold:

    1. Kickstart: This sets the terms of engagement as you focus on the opportunity as well as the readiness and drive of your team and your leadership. .
    2. Plan your work: This is the heart of the card-based workshop activities where you specify a plan of attack and the scope of work.
    3. Work your plan: This phase is all about creating a competitive environment for team participants to individually pitch their own pilots that each contain a proof-of-concept project, its business case, and its operating model.

    Give yourself at least a day, split into two large time blocks, to power through a concentrated version of those first two phases.

    Kickstart: Whet your appetite

    We call the first lesson the “landscape of connected experience.” It explores the personalization possibilities in your organization. A connected experience, in our parlance, is any UX requiring the orchestration of multiple systems of record on the backend. This could be a content-management system combined with a marketing-automation platform. It could be a digital-asset manager combined with a customer-data platform.

    Spark conversation by naming consumer examples and business-to-business examples of connected experience interactions that you admire, find familiar, or even dislike. This should cover a representative range of personalization patterns, including automated app-based interactions (such as onboarding sequences or wizards), notifications, and recommenders. We have a catalog of these in the cards. Here’s a list of 142 different interactions to jog your thinking.

    This is all about setting the table. What are the possible paths for the practice in your organization? If you want a broader view, here’s a long-form primer and a strategic framework.

    Assess each example that you discuss for its complexity and the level of effort that you estimate that it would take for your team to deliver that feature (or something similar). In our cards, we divide connected experiences into five levels: functions, features, experiences, complete products, and portfolios. Size your own build here. This will help to focus the conversation on the merits of ongoing investment as well as the gap between what you deliver today and what you want to deliver in the future.

    Next, have your team plot each idea on the following 2×2 grid, which lays out the four enduring arguments for a personalized experience. This is critical because it emphasizes how personalization can not only help your external customers but also affect your own ways of working. It’s also a reminder (which is why we used the word argument earlier) of the broader effort beyond these tactical interventions.

    Each team member should vote on where they see your product or service putting its emphasis. Naturally, you can’t prioritize all of them. The intention here is to flesh out how different departments may view their own upsides to the effort, which can vary from one to the next. Documenting your desired outcomes lets you know how the team internally aligns across representatives from different departments or functional areas.

    The third and final kickstart activity is about naming your personalization gap. Is your customer journey well documented? Will data and privacy compliance be too big of a challenge? Do you have content metadata needs that you have to address? (We’re pretty sure that you do: it’s just a matter of recognizing the relative size of that need and its remedy.) In our cards, we’ve noted a number of program risks, including common team dispositions. Our Detractor card, for example, lists six stakeholder behaviors that hinder progress.

    Effectively collaborating and managing expectations is critical to your success. Consider the potential barriers to your future progress. Press the participants to name specific steps to overcome or mitigate those barriers in your organization. As studies have shown, personalization efforts face many common barriers.

    At this point, you’ve hopefully discussed sample interactions, emphasized a key area of benefit, and flagged key gaps? Good—you’re ready to continue.

    Hit that test kitchen

    Next, let’s look at what you’ll need to bring your personalization recipes to life. Personalization engines, which are robust software suites for automating and expressing dynamic content, can intimidate new customers. Their capabilities are sweeping and powerful, and they present broad options for how your organization can conduct its activities. This presents the question: Where do you begin when you’re configuring a connected experience?

    What’s important here is to avoid treating the installed software like it were a dream kitchen from some fantasy remodeling project (as one of our client executives memorably put it). These software engines are more like test kitchens where your team can begin devising, tasting, and refining the snacks and meals that will become a part of your personalization program’s regularly evolving menu.

    The ultimate menu of the prioritized backlog will come together over the course of the workshop. And creating “dishes” is the way that you’ll have individual team stakeholders construct personalized interactions that serve their needs or the needs of others.

    The dishes will come from recipes, and those recipes have set ingredients.

    Verify your ingredients

    Like a good product manager, you’ll make sure—andyou’ll validate with the right stakeholders present—that you have all the ingredients on hand to cook up your desired interaction (or that you can work out what needs to be added to your pantry). These ingredients include the audience that you’re targeting, content and design elements, the context for the interaction, and your measure for how it’ll come together. 

    This isn’t just about discovering requirements. Documenting your personalizations as a series of if-then statements lets the team: 

    1. compare findings toward a unified approach for developing features, not unlike when artists paint with the same palette; 
    2. specify a consistent set of interactions that users find uniform or familiar; 
    3. and develop parity across performance measurements and key performance indicators too. 

    This helps you streamline your designs and your technical efforts while you deliver a shared palette of core motifs of your personalized or automated experience.

    Compose your recipe

    What ingredients are important to you? Think of a who-what-when-why construct

    • Who are your key audience segments or groups?
    • What kind of content will you give them, in what design elements, and under what circumstances?
    • And for which business and user benefits?

    We first developed these cards and card categories five years ago. We regularly play-test their fit with conference audiences and clients. And we still encounter new possibilities. But they all follow an underlying who-what-when-why logic.

    Here are three examples for a subscription-based reading app, which you can generally follow along with right to left in the cards in the accompanying photo below. 

    1. Nurture personalization: When a guest or an unknown visitor interacts with  a product title, a banner or alert bar appears that makes it easier for them to encounter a related title they may want to read, saving them time.
    2. Welcome automation: When there’s a newly registered user, an email is generated to call out the breadth of the content catalog and to make them a happier subscriber.
    3. Winback automation: Before their subscription lapses or after a recent failed renewal, a user is sent an email that gives them a promotional offer to suggest that they reconsider renewing or to remind them to renew.

    A useful preworkshop activity may be to think through a first draft of what these cards might be for your organization, although we’ve also found that this process sometimes flows best through cocreating the recipes themselves. Start with a set of blank cards, and begin labeling and grouping them through the design process, eventually distilling them to a refined subset of highly useful candidate cards.

    You can think of the later stages of the workshop as moving from recipes toward a cookbook in focus—like a more nuanced customer-journey mapping. Individual “cooks” will pitch their recipes to the team, using a common jobs-to-be-done format so that measurability and results are baked in, and from there, the resulting collection will be prioritized for finished design and delivery to production.

    Better kitchens require better architecture

    Simplifying a customer experience is a complicated effort for those who are inside delivering it. Beware anyone who says otherwise. With that being said,  “Complicated problems can be hard to solve, but they are addressable with rules and recipes.”

    When personalization becomes a laugh line, it’s because a team is overfitting: they aren’t designing with their best data. Like a sparse pantry, every organization has metadata debt to go along with its technical debt, and this creates a drag on personalization effectiveness. Your AI’s output quality, for example, is indeed limited by your IA. Spotify’s poster-child prowess today was unfathomable before they acquired a seemingly modest metadata startup that now powers its underlying information architecture.

    You can definitely stand the heat…

    Personalization technology opens a doorway into a confounding ocean of possible designs. Only a disciplined and highly collaborative approach will bring about the necessary focus and intention to succeed. So banish the dream kitchen. Instead, hit the test kitchen to save time, preserve job satisfaction and security, and safely dispense with the fanciful ideas that originate upstairs of the doers in your organization. There are meals to serve and mouths to feed.

    This workshop framework gives you a fighting shot at lasting success as well as sound beginnings. Wiring up your information layer isn’t an overnight affair. But if you use the same cookbook and shared recipes, you’ll have solid footing for success. We designed these activities to make your organization’s needs concrete and clear, long before the hazards pile up.

    While there are associated costs toward investing in this kind of technology and product design, your ability to size up and confront your unique situation and your digital capabilities is time well spent. Don’t squander it. The proof, as they say, is in the pudding.

  • User Research Is Storytelling

    User Research Is Storytelling

    Ever since I was a boy, I’ve been fascinated with movies. I loved the characters and the excitement—but most of all the stories. I wanted to be an actor. And I believed that I’d get to do the things that Indiana Jones did and go on exciting adventures. I even dreamed up ideas for movies that my friends and I could make and star in. But they never went any further. I did, however, end up working in user experience (UX). Now, I realize that there’s an element of theater to UX—I hadn’t really considered it before, but user research is storytelling. And to get the most out of user research, you need to tell a good story where you bring stakeholders—the product team and decision makers—along and get them interested in learning more.

    Think of your favorite movie. More than likely it follows a three-act structure that’s commonly seen in storytelling: the setup, the conflict, and the resolution. The first act shows what exists today, and it helps you get to know the characters and the challenges and problems that they face. Act two introduces the conflict, where the action is. Here, problems grow or get worse. And the third and final act is the resolution. This is where the issues are resolved and the characters learn and change. I believe that this structure is also a great way to think about user research, and I think that it can be especially helpful in explaining user research to others.

    Use storytelling as a structure to do research

    It’s sad to say, but many have come to see research as being expendable. If budgets or timelines are tight, research tends to be one of the first things to go. Instead of investing in research, some product managers rely on designers or—worse—their own opinion to make the “right” choices for users based on their experience or accepted best practices. That may get teams some of the way, but that approach can so easily miss out on solving users’ real problems. To remain user-centered, this is something we should avoid. User research elevates design. It keeps it on track, pointing to problems and opportunities. Being aware of the issues with your product and reacting to them can help you stay ahead of your competitors.

    In the three-act structure, each act corresponds to a part of the process, and each part is critical to telling the whole story. Let’s look at the different acts and how they align with user research.

    Act one: setup

    The setup is all about understanding the background, and that’s where foundational research comes in. Foundational research (also called generative, discovery, or initial research) helps you understand users and identify their problems. You’re learning about what exists today, the challenges users have, and how the challenges affect them—just like in the movies. To do foundational research, you can conduct contextual inquiries or diary studies (or both!), which can help you start to identify problems as well as opportunities. It doesn’t need to be a huge investment in time or money.

    Erika Hall writes about minimum viable ethnography, which can be as simple as spending 15 minutes with a user and asking them one thing: “‘Walk me through your day yesterday.’ That’s it. Present that one request. Shut up and listen to them for 15 minutes. Do your damndest to keep yourself and your interests out of it. Bam, you’re doing ethnography.” According to Hall, [This] will probably prove quite illuminating. In the highly unlikely case that you didn’t learn anything new or useful, carry on with enhanced confidence in your direction.”  

    This makes total sense to me. And I love that this makes user research so accessible. You don’t need to prepare a lot of documentation; you can just recruit participants and do it! This can yield a wealth of information about your users, and it’ll help you better understand them and what’s going on in their lives. That’s really what act one is all about: understanding where users are coming from. 

    Jared Spool talks about the importance of foundational research and how it should form the bulk of your research. If you can draw from any additional user data that you can get your hands on, such as surveys or analytics, that can supplement what you’ve heard in the foundational studies or even point to areas that need further investigation. Together, all this data paints a clearer picture of the state of things and all its shortcomings. And that’s the beginning of a compelling story. It’s the point in the plot where you realize that the main characters—or the users in this case—are facing challenges that they need to overcome. Like in the movies, this is where you start to build empathy for the characters and root for them to succeed. And hopefully stakeholders are now doing the same. Their sympathy may be with their business, which could be losing money because users can’t complete certain tasks. Or maybe they do empathize with users’ struggles. Either way, act one is your initial hook to get the stakeholders interested and invested.

    Once stakeholders begin to understand the value of foundational research, that can open doors to more opportunities that involve users in the decision-making process. And that can guide product teams toward being more user-centered. This benefits everyone—users, the product, and stakeholders. It’s like winning an Oscar in movie terms—it often leads to your product being well received and successful. And this can be an incentive for stakeholders to repeat this process with other products. Storytelling is the key to this process, and knowing how to tell a good story is the only way to get stakeholders to really care about doing more research. 

    This brings us to act two, where you iteratively evaluate a design or concept to see whether it addresses the issues.

    Act two: conflict

    Act two is all about digging deeper into the problems that you identified in act one. This usually involves directional research, such as usability tests, where you assess a potential solution (such as a design) to see whether it addresses the issues that you found. The issues could include unmet needs or problems with a flow or process that’s tripping users up. Like act two in a movie, more issues will crop up along the way. It’s here that you learn more about the characters as they grow and develop through this act. 

    Usability tests should typically include around five participants according to Jakob Nielsen, who found that that number of users can usually identify most of the problems: “As you add more and more users, you learn less and less because you will keep seeing the same things again and again… After the fifth user, you are wasting your time by observing the same findings repeatedly but not learning much new.” 

    There are parallels with storytelling here too; if you try to tell a story with too many characters, the plot may get lost. Having fewer participants means that each user’s struggles will be more memorable and easier to relay to other stakeholders when talking about the research. This can help convey the issues that need to be addressed while also highlighting the value of doing the research in the first place.

    Researchers have run usability tests in person for decades, but you can also conduct usability tests remotely using tools like Microsoft Teams, Zoom, or other teleconferencing software. This approach has become increasingly popular since the beginning of the pandemic, and it works well. You can think of in-person usability tests like going to a play and remote sessions as more like watching a movie. There are advantages and disadvantages to each. In-person usability research is a much richer experience. Stakeholders can experience the sessions with other stakeholders. You also get real-time reactions—including surprise, agreement, disagreement, and discussions about what they’re seeing. Much like going to a play, where audiences get to take in the stage, the costumes, the lighting, and the actors’ interactions, in-person research lets you see users up close, including their body language, how they interact with the moderator, and how the scene is set up.

    If in-person usability testing is like watching a play—staged and controlled—then conducting usability testing in the field is like immersive theater where any two sessions might be very different from one another. You can take usability testing into the field by creating a replica of the space where users interact with the product and then conduct your research there. Or you can go out to meet users at their location to do your research. With either option, you get to see how things work in context, things come up that wouldn’t have in a lab environment—and conversion can shift in entirely different directions. As researchers, you have less control over how these sessions go, but this can sometimes help you understand users even better. Meeting users where they are can provide clues to the external forces that could be affecting how they use your product. In-person usability tests provide another level of detail that’s often missing from remote usability tests. 

    That’s not to say that the “movies”—remote sessions—aren’t a good option. Remote sessions can reach a wider audience. They allow a lot more stakeholders to be involved in the research and to see what’s going on. And they open the doors to a much wider geographical pool of users. But with any remote session there is the potential of time wasted if participants can’t log in or get their microphone working. 

    The benefit of usability testing, whether remote or in person, is that you get to see real users interact with the designs in real time, and you can ask them questions to understand their thought processes and grasp of the solution. This can help you not only identify problems but also glean why they’re problems in the first place. Furthermore, you can test hypotheses and gauge whether your thinking is correct. By the end of the sessions, you’ll have a much clearer picture of how usable the designs are and whether they work for their intended purposes. Act two is the heart of the story—where the excitement is—but there can be surprises too. This is equally true of usability tests. Often, participants will say unexpected things, which change the way that you look at things—and these twists in the story can move things in new directions. 

    Unfortunately, user research is sometimes seen as expendable. And too often usability testing is the only research process that some stakeholders think that they ever need. In fact, if the designs that you’re evaluating in the usability test aren’t grounded in a solid understanding of your users (foundational research), there’s not much to be gained by doing usability testing in the first place. That’s because you’re narrowing the focus of what you’re getting feedback on, without understanding the users’ needs. As a result, there’s no way of knowing whether the designs might solve a problem that users have. It’s only feedback on a particular design in the context of a usability test.  

    On the other hand, if you only do foundational research, while you might have set out to solve the right problem, you won’t know whether the thing that you’re building will actually solve that. This illustrates the importance of doing both foundational and directional research. 

    In act two, stakeholders will—hopefully—get to watch the story unfold in the user sessions, which creates the conflict and tension in the current design by surfacing their highs and lows. And in turn, this can help motivate stakeholders to address the issues that come up.

    Act three: resolution

    While the first two acts are about understanding the background and the tensions that can propel stakeholders into action, the third part is about resolving the problems from the first two acts. While it’s important to have an audience for the first two acts, it’s crucial that they stick around for the final act. That means the whole product team, including developers, UX practitioners, business analysts, delivery managers, product managers, and any other stakeholders that have a say in the next steps. It allows the whole team to hear users’ feedback together, ask questions, and discuss what’s possible within the project’s constraints. And it lets the UX research and design teams clarify, suggest alternatives, or give more context behind their decisions. So you can get everyone on the same page and get agreement on the way forward.

    This act is mostly told in voiceover with some audience participation. The researcher is the narrator, who paints a picture of the issues and what the future of the product could look like given the things that the team has learned. They give the stakeholders their recommendations and their guidance on creating this vision.

    Nancy Duarte in the Harvard Business Review offers an approach to structuring presentations that follow a persuasive story. “The most effective presenters use the same techniques as great storytellers: By reminding people of the status quo and then revealing the path to a better way, they set up a conflict that needs to be resolved,” writes Duarte. “That tension helps them persuade the audience to adopt a new mindset or behave differently.”

    This type of structure aligns well with research results, and particularly results from usability tests. It provides evidence for “what is”—the problems that you’ve identified. And “what could be”—your recommendations on how to address them. And so on and so forth.

    You can reinforce your recommendations with examples of things that competitors are doing that could address these issues or with examples where competitors are gaining an edge. Or they can be visual, like quick mockups of how a new design could look that solves a problem. These can help generate conversation and momentum. And this continues until the end of the session when you’ve wrapped everything up in the conclusion by summarizing the main issues and suggesting a way forward. This is the part where you reiterate the main themes or problems and what they mean for the product—the denouement of the story. This stage gives stakeholders the next steps and hopefully the momentum to take those steps!

    While we are nearly at the end of this story, let’s reflect on the idea that user research is storytelling. All the elements of a good story are there in the three-act structure of user research: 

    • Act one: You meet the protagonists (the users) and the antagonists (the problems affecting users). This is the beginning of the plot. In act one, researchers might use methods including contextual inquiry, ethnography, diary studies, surveys, and analytics. The output of these methods can include personas, empathy maps, user journeys, and analytics dashboards.
    • Act two: Next, there’s character development. There’s conflict and tension as the protagonists encounter problems and challenges, which they must overcome. In act two, researchers might use methods including usability testing, competitive benchmarking, and heuristics evaluation. The output of these can include usability findings reports, UX strategy documents, usability guidelines, and best practices.
    • Act three: The protagonists triumph and you see what a better future looks like. In act three, researchers may use methods including presentation decks, storytelling, and digital media. The output of these can be: presentation decks, video clips, audio clips, and pictures. 

    The researcher has multiple roles: they’re the storyteller, the director, and the producer. The participants have a small role, but they are significant characters (in the research). And the stakeholders are the audience. But the most important thing is to get the story right and to use storytelling to tell users’ stories through research. By the end, the stakeholders should walk away with a purpose and an eagerness to resolve the product’s ills. 

    So the next time that you’re planning research with clients or you’re speaking to stakeholders about research that you’ve done, think about how you can weave in some storytelling. Ultimately, user research is a win-win for everyone, and you just need to get stakeholders interested in how the story ends.

  • SEO Tactics That Actually Work in 2025

    SEO Tactics That Actually Work in 2025

    SEO Tactics That Actually Work in 2025 written by Jarret Redding read more at Duct Tape Marketing

    The Duct Tape Marketing Podcast with Prasanna Dhungel In this episode of the Duct Tape Marketing Podcast, I interviewed Prasanna Dhungel, co-founder and managing partner at Grow By Data. With decades of experience spanning marketing, tech, and SaaS, Prasanna brings sharp insights into the rapidly evolving landscape of search engine optimization—especially as AI transforms how […]

    Choosing the Right Marketing Practice Growth Program: A Clear Guide to Types, Fit, and Costs written by John Jantsch read more at Duct Tape Marketing

    As a marketing agency owner or fractional CMO, you know the importance of staying ahead – not just in tactics, but in how you run and grow your marketing business.

    You might be considering a marketing certification for consultants or a fractional CMO training program to sharpen your skills, differentiate your services, and build recurring revenue

    But with so many “courses,” “certifications,” and “accelerators” out there, it’s easy to feel overwhelmed. How do you know which program is right for your goals, and what kind of investment makes sense? In this article, we’ll answer those questions with the transparency you deserve. 

    The key is finding a marketing agency training program that aligns with your business goals. Whether you’re looking for a quick credential or a comprehensive system to transform your agency, this guide will break down your options in a clear, skimmable way. 

    We’ll break down the types of programs available, who they’re best for, and typical cost ranges so you can make an informed choice. Consider this a no-nonsense guide to help you find the best fit for your needs.

    In a rush? Below you’ll find a handy comparison of marketing leadership certification types, by format, support, and price. 

    TL;DR: What’s the Best Marketing Program for You?

    To make it easier to scan, here’s a comparison table summarizing these program types, their formats, support levels, and typical price ranges:

    Program Type

    Format and Content

    Support Level

    Typical Pricing

    Tactical Skills Courses

    Self-paced online videos or short workshops focusing on one skill (SEO, ads, etc.)

    Low – mostly DIY learning (maybe forums or basic Q&A)

    Free – $500 (many free tool certifications; paid courses usually under a few hundred)

    business.com

    Entry-Level Foundation Programs

    Multi-week online course or group coaching for new freelancers/consultants (covers business setup, pricing, basic marketing)

    Moderate – group calls, community of peers, templates for basics

    ~$500 – $3,000 (depending on program length and mentorship provided)

    2–5 day intensive (virtual or in-person) on strategy or specific advanced topic; often interactive

    High during event – live coaching, interactive exercises; some offer post-workshop community

    ~$5,000 – $10,000 (short local classes on low end; premium multi-day bootcamps on high end)

    License/Certification Programs

    Comprehensive training (often weeks or an intensive kickoff) in a proprietary system; includes frameworks, tools/templates, and ongoing training

    High – initial deep-dive training + ongoing support (coaching calls, updates) and private network of fellow licensees

    ~$5,000 – $15,000 (one-time or annual)

    business.com

    for full system and certification (significant, but comes with a ready-made methodology and assets)

    Partner/Reseller Programs

    Training focused on a specific software/platform; you become a certified partner/reseller of that product

    Moderate – support from vendor (sales materials, tech support); peer partner forums

    Free or low cost to join, but requires investment in the platform (e.g. buying software licenses, which might be $300+/mo or meeting sales quotas to remain active)

    Masterminds

    Accelerator

    Done For You

    Ongoing program (6–12+ months, often renewable yearly) with group coaching, mastermind meetings, and sometimes live retreats

    Very High – frequent coaching, peer accountability, sometimes 1:1 mentorship; access to an exclusive network of successful peers

    $10,000 – $50,000+ per year (significant investment for mature businesses ready to scale)

    businessbuildercamp.com

    (Note: These price ranges are broad averages. A “course” could be a $20 Udemy special or a $1,000 professional course; a big-name mastermind might run even above the ranges shown. Always check what’s included and the duration when comparing costs.)

    As you can see, each type of program serves a different purpose. The best choice depends on the problem you’re trying to solve or the goal you’re aiming for. In the next section, we’ll map common goals to the program type that usually fits best. Find the scenario that sounds like you, and see which option might be your perfect match.

    Why Consider a Marketing Leadership Program? (And Do You Really Need One?)

    Running a marketing agency or consultancy is hard. You’re juggling client deliverables, trying to stand out from competitors, and aiming to create steady, predictable income. It’s no wonder many agency owners seek out marketing business training or certifications to gain an edge. Here are a few common reasons you might be exploring these programs:

    • You want a proven system – Maybe you feel your agency’s processes are all over the place. A good training program—especially one rooted in a strategy-first can streamline your agency’s operations. These marketing training programs for agencies often include templates, tools, and systems you can use immediately.

    • You want to scale and build recurring revenue – Project work and one-off engagements make it tough to forecast income. The right program can show you how to package retainer offers or ongoing strategy services, creating stable monthly revenue.

    • You need to differentiate your agency – In a crowded market, having a certification or unique methodology can set you apart. It signals to clients that you follow a reputable, established approach (not just winging it).

    • You’re looking for credibility and confidence – Perhaps you’ve primarily executed marketing campaigns and now you’re moving into a leadership role (as an agency CEO or fractional CMO). A marketing leadership certification can boost your confidence and authority to engage higher-value clients as a true strategic advisor.

    • You don’t want to “go it alone” – Being a solo consultant or small agency owner can be isolating. Many programs offer community, coaching, or mentorship, so you can learn from peers and experts instead of figuring everything out by yourself.

    Honest insight: You can succeed without any formal certification – plenty of agencies grow through trial and error. But a structured marketing consultant training program can dramatically shortcut your learning curve. Rather than spending years cobbling together processes, you could adopt a ready-made system in a matter of weeks. The result? Saved time, fewer mistakes, and potentially faster growth and ROI.

    If any of those reasons resonate with you, it’s worth examining the different marketing agency certification and training options available. Not all programs are created equal – and the most expensive or prestigious option isn’t necessarily the best for your business. In the next sections, we’ll break down the main types of programs and what to expect from each.

    Types of Marketing Programs for Consultants & Agencies

    Not all marketing training or growth programs are created equal. Some are as simple as a self-paced online course you can knock out in a weekend; others are high-ticket masterminds that require serious commitment (and cash). Here are some common program types you’ll come across, along with what they generally involve:

    Tactical Skills Courses for Marketing Consultants:

    Focused courses on specific marketing skills (SEO, Google Ads, email marketing, etc.). Usually, on-demand video lessons or workshops teaching you how to do a particular thing. Little to no personalized support beyond maybe a forum or basic Q&A. Great for picking up a new skill or certification quickly. 

    Cost: often low (many are free or under a few hundred dollars). Check out Google’s Marketing Trainings  or LinkedIn Learning.

    Entry-Level “Business Foundations” Programs:

    Introductory programs for freelancers or new solo-agency owners covering business basics. They might teach you how to package your services, set your pricing, find your first clients, and avoid common newbie mistakes. Format can be a short cohort-based course or coaching group. Support is moderate (group calls or an online community). 

    Cost: ranges widely from a few hundred to a few thousand dollars depending on depth (some may start around $500 and go up to a few thousand dollars for multi-week coaching).

    Multi-Day Intensive Workshops:

    Short-term, immersive trainings (often 2–5 days) that dive into strategy and best practices, usually with a live or in-person component. These often include interactive sessions and networking with peers. Support is high during the event (hands-on guidance, hot seats, etc.), and sometimes you get access to a community or follow-up resources for accountability. 

    Cost: typically mid-range; many intensives run $5,000–$10,000 depending on the length and prestige of the facilitator (some local workshops might be on the lower end, while well-known strategy bootcamps can be several thousands).

    License-Based Certification Programs:

     Comprehensive programs that teach you a proven system or methodology for marketing (often a strategy-first approach) and license you to use it with your clients. These usually include extensive training (sometimes an initial intensive or cohort), libraries of tools and templates, and ongoing support like coaching calls or a private network of fellow certified professionals. It’s like getting a business-in-a-box for your consultancy: you learn the framework, get materials to implement it, and often earn an official certification. 

    Cost: higher investment, reflecting the depth – commonly $5,000 to $15,000 for the program business.com (some are one-time fees, others have annual licensing fees or revenue share models). In return, you gain a repeatable framework to deliver services, plus continued resources and community.

    Partner/Reseller Programs (Software Ecosystems):

     These programs affiliate you with a software or platform (for example, a CRM, marketing automation tool, or analytics software). They typically involve training on the platform and how to sell or service it, and you might get a “partner” or reseller status. The format often includes online training modules and a partner community; support comes from the vendor (account managers, sales resources, etc.). 

    Cost: usually low or no direct fee to join – the trade-off is you’re expected to promote that company’s software. Often your cost is the purchase of the software itself (which you might resell to clients) or meeting a sales quota. In other words, the platform training might be free, but you’ll incur expenses in subscription fees or the time/effort to sell it. This path can create a nice recurring revenue stream (commissions or margin on software subscriptions) if you plan to build your services tightly around a particular tool.

    Masterminds & Agency Accelerators:

     High-touch growth programs for established agencies or consultants. These are typically group coaching programs or mastermind groups aimed at scaling up your business (common goals: hitting $1M+ revenue, building your team, improving profitability, etc.). Format often includes regular coaching calls (with a mentor who’s been there, done that), peer mastermind sessions, and sometimes in-person retreats or events. Support level is very high – you get mentorship, accountability, and a network of other high-performing peers. 

    Cost: significant – often five-figure annual investments. Many quality agency mastermind programs charge on the order of $10,000 to $50,000 per year (or more for top-tier circles). These are not for beginners; they’re for when you’re ready to pour fuel on the fire and can justify a sizable investment in exchange for potentially big leaps in growth.

    Choose the Right Marketing Program Based on Your Business Goals

    It’s time to get personal. Think about what you really want to achieve at this stage in your business or career. Are you looking to sharpen a specific skill set? Launch your own consultancy? Completely overhaul your agency’s business model? Different goals call for different solutions. Let’s explore a few typical scenarios and recommend the program type that tends to be the best fit for each, along with what to expect and key pros and cons.

    Goal: “I want to get better at a specific skill.”

    Scenario: You’re doing consulting or running an agency and want to sharpen one skill – like SEO, Google Ads, or copywriting – without overhauling your business.

    Program: Tactical Skills Courses or Certifications

    What to Expect: On-demand video lessons or short workshops that teach one topic step by step. Limited support – maybe forums or weekly Q&A.

    Investment: Usually free to a few hundred dollars. Time commitment is light (a few hours to a few weeks).

    Pros: Affordable, focused, and flexible. Great for filling knowledge gaps fast.

    Cons: Narrow scope. Little business guidance or long-term support.

    Takeaway: For a single skills upgrade, skip the big programs. A targeted course or certification gets the job done quickly and cheaply.

    Goal: “I want to transition from corporate to starting my own consultancy.”

    Scenario: You’re leaving a corporate marketing role and want to start your own consultancy or solo agency. You have the marketing skills, but not the business-building know-how.

    Program: Entry-Level Foundation Programs

    What to Expect: These 4–12 week programs teach basics like packaging services, setting pricing, and finding clients. Includes video lessons, group coaching, templates, and community support.

    Investment: ~$500–$3,000 depending on format and coaching.

    Pros: Saves time and helps avoid early mistakes. Built-in support and templates fast-track setup.

    Cons: Covers broad basics, not deep dives. Quality varies.

    Takeaway: If you’re going out on your own, start with a program that teaches business fundamentals – not just marketing.

    Goal: “I want to move from project-based work to strategy-led retainers.”

    Scenario: You’re doing one-off projects and want to offer long-term strategic services instead.

    Program: License-Based Certification Programs

    What to Expect: Intensive training in a strategy framework, plus tools and templates for client delivery. Ongoing support through coaching calls and a private network.

    Investment: ~$5,000–$15,000, plus possible licensing or renewal fees.

    Pros: Provides a proven system and confidence to sell strategy retainers. Includes ongoing support and tools.

    Cons: High upfront cost. Requires full commitment to the framework.

    Takeaway: To move into strategy-first retainers, invest in a framework that gives you structure, tools, and support to reposition your services.

    Related Articles: 

    Goal: “I want to scale my agency past $1M in revenue.”

    Scenario: You’ve built a stable agency and want help breaking through growth ceilings like hiring, positioning, or systems.

    Program: Agency Masterminds or Accelerators

    What to Expect: Includes coaching, mastermind calls, strategic playbooks, and live events. Emphasis is on scaling operations, team, and leadership – not tactics.

    Investment: ~$10,000–$50,000/year. May require travel and 12-month commitment.

    Pros: Offers mentorship and peer accountability. Helps fast-track decisions and avoid trial-and-error.

    Cons: Requires time, money, and focus to implement. Fit depends on group quality and stage alignment.

    Takeaway: For established agencies ready to scale, a mastermind or accelerator provides the strategic support and peer insight needed to grow faster and smarter.

    Related Articles: 

    • Marketing Leadership as a Service (MLaaS)

    Goal: “I want to become a fractional CMO with a few high-ticket clients.”

    Scenario: You want to serve a small number of clients in a part-time, high-level strategic role – without managing a big team.

    Program: Fractional CMO Coaching or Strategy Certification

    What to Expect: Focus on packaging your offer, pricing retainer engagements, and leading strategy. Delivered via coaching, peer groups, or system-based certifications.

    Investment: ~$5,000–$15,000 for certifications; ~$800–$1,000/month for coaching programs.

    Pros: Helps position and sell premium strategic services. Often includes support, templates, and community.

    Cons: Not easily scalable beyond your time. May require personal brand building and network leverage.

    Takeaway: If your goal is fewer, higher-paying clients and deep strategic work, a focused program will help you build and sell a compelling fractional CMO offer.

    Related Articles: 

    VIDEO: Are You Ready to Be a Fractional CMO?

    Making Your Decision: Which Marketing Training Program is right for you?

    Choosing the right program comes down to matching your goal and stage with the program’s purpose:

    • If you have a single skills gap, take a course or get a specific certification (no need to over-invest).
    • If you’re just starting out on your own, build your business fundamentals with an entry-level program or community – getting those basics right will pay off for years.
    • If you need to level up your service offering, especially to incorporate strategy and get recurring revenue, a certification or licensing program that provides a proven system can be a game-changer.
    • If you’re already established and aiming higher, a mastermind/accelerator can provide the mentorship and peer group to break through growth plateaus.
    • And for those pursuing a fractional CMO model, ensure you have a strategic framework and support system in place – whether through a certification or a peer coaching group – to help you successfully navigate that niche.

    Finally, remember that no program is a magic bullet. Your results will depend on your effort. The best program in the world won’t help if you don’t do the work, and even a mediocre program can yield value if you actively apply yourself and extract insights. Before plunking down money, get clear on what exactly you want to get out of it, and how you’ll hold yourself accountable to use what you learn.

    Choose the Right Marketing Certification for Long-Term Growth

    The landscape of marketing certifications and training programs for consultants, agency owners, and fractional CMOs is more diverse and more valuable than ever. Whether you’re looking to master a tactical skill, adopt a proven client delivery system, or join a high-level agency mastermind, there’s a training option designed to meet your goals.

    As you evaluate your next step, start with clarity: What problem are you trying to solve? The best ROI doesn’t come from the most expensive program, it comes from choosing the right one based on your business stage, growth targets, and service model. From lightweight online marketing courses to full-scale strategy certifications, every program type serves a purpose

    Lastly, be strategic with your education investments, just as you are with your business. When in doubt, lean towards programs that emphasize strategy, systems, and support/network – those elements tend to deliver enduring value. (That might be a tiny hint from our perspective, as we strongly believe in strategy-first growth and comprehensive support, given our own experience in this space.)

    We hope this breakdown has helped clarify the options and trade-offs. By understanding what’s out there and assessing where you want to go, you’re well on your way to making a smart decision. Here’s to your growth – whether that means mastering a new skill, signing better clients, or hitting that next revenue milestone, the right program is out there waiting to help you make it happen. Good luck, and happy learning!

  • Choosing the Right Marketing Practice Growth Program: A Clear Guide to Types, Fit, and Costs

    Choosing the Right Marketing Practice Growth Program: A Clear Guide to Types, Fit, and Costs

    John Jantsch’s book, Choosing the Right Marketing Practice Growth Program: A Clear Guide to Types, Fit, and Charges is available online.

    Table of Contents 1TL, DR: What’s the Best Selling Program for You? 2 What Are the Benefits of a Marketing Leadership Program? ( And Do You Really Need One? ) 3Types of Marketing Programs for Consultants &amp, AgenciesTactical Skills Courses for Marketing Consultants: Entry-Level” Business Foundations” Programs: Workshops that last for more than a day are aggressive.: License-Based Certification Applications: Partner/Reseller Courses ( Software Ecosystems ): Masterminds &amp, Agency Accelerators: 4Choose the Right Marketing Program Based on Your Business ]… ]

    John Jantsch’s book, Choosing the Right Marketing Practice Growth Program: A Clear Guide to Types, Fit, and Charges is available online.

    You are aware of the value of staying ahead when it comes to running and expanding your marketing firm as a advertising agency owner or partial CMO.

    You might be considering a marketing accreditation for consultants or a partial CMO training program to improve your skills, describe your services, and create recurring revenue

    It’s easy to feel overwhelmed, however, with so many” courses”, “certifications,” and “accelerators” available. How do you know which plan is best for your objectives, and what kind of investment makes sense? In this article, we’ll answers those issues with the clarity you deserve. &nbsp,

    The key is finding a marketing company education system that aligns with your business goals. This link will explain your choices in a clear, understandable way, whether you’re looking for a quick certification or a complete system to enhance your company. &nbsp,

    We’ll break down the types of courses available, who they’re best for, and normal cost varies so you can make an informed choice. Ponder this a straightforward manual to find the best solution for your needs.

    In a rush? A nice comparison of the different types of marketing leadership certifications can be found below, including format, support, and cost. &nbsp,

    What’s the Best Selling Software for You, Let’s Talk?

    To make it easier to scan, here’s a comparison table summarizing these software forms, their formats, help levels, and normal cost ranges:

    Software Type

    Format and Content

    Help Stage

    Standard Prices

    Tactical Skills Courses

    Self-paced online tutorials or short workshops focusing on a single skill ( SEO, ads, etc. ) are available.

    Low – generally DIY learning ( maybe forums or simple Q&amp, A)

    Free –$ 500 ( many free tool certifications, paid courses typically for less than$ 500 )

    business.com

    Entry-Level Foundation Courses

    Multi-week online course or group coaching for new freelancers/consultants ( covers business setup, pricing, basic marketing )

    Moderate – party calls, peer groups, themes for the fundamentals

    ~$ 500 –$ 3, 000 ( depending on program length and mentorship provided )

    2–5 day intensive (virtual or in-person ) on strategy or specific advanced topic, often interactive

    Great during event – live training, interactive exercises, some provide post-workshop community

    $ 5, 000 –$ 10, 000 ( short local classes on the low end, premium multi-day bootcamps on the high end )

    License/Certification Plans

    Comprehensive training in a proprietary system that includes frameworks, tools/templates, and ongoing training ( often weeks or an intensive kickoff ).

    High – initial deep-dive training + ongoing support ( coaching calls, updates ) and private network of fellow licensees

    ~$ 5, 000 –$ 15, 000 (one-time or quarterly )

    business.com

    for a complete system and certification ( significant, but includes a ready-made methodology and assets )

    Partner/Reseller Courses

    You become a licensed partner or reseller of that item if the teaching is focused on a particular software or platform.

    Moderate – support from vendor ( sales materials, tech support ), peer partner forums

    Free or low cost to join, but requires investment in the platform ( e. g. buying software licenses, which might be$ 300+/mo or meeting sales quotas to remain active )

    Masterminds

    Accelerator

    Made For You

    Ongoing program ( 6–12+ months, often renewable yearly ) with group coaching, mastermind meetings, and sometimes live retreats

    Very regular instruction, peer accountability, and occasionally 1: 1 mentoring, access to a select group of successful peers,

    $ 10, 000 –$ 50, 000+ per year ( significant investment for mature businesses ready to scale )

    businessbuildercamp.com

    ( Note: These rate ranges are large statistics. A big-name mastermind might run even higher than the suggested” courses,” such as a$ 20 Udemy special or a$ 1,000 professional course. Constantly check what’s included and the period when comparing prices. )

    As you can see, each kind of software has a different goal. The best choice depends on the problem you’re trying to solve or the target you’re aiming for. In the next part, we’ll image common goals to the plan type that often fits best. Get the scenario that sounds right to you, and consider which one of the options might be the best fit for you.

    Why Acquire a Marketing Leadership Program? ( And Do You Really Need One? )

    Running a advertising agency or firm is difficult. You’re trying to stand out from the competition while juggling consumer deliverables and aiming for predictable, stable income. It’s no question some company owners seek out marketing business coaching or qualifications to gain an edge. Here are a few popular reasons you might be exploring these plans:

    • You want a tried-and-true program; perhaps you think your firm’s procedures are everywhere. A good teaching program—especially one rooted in a strategy-first you streamline your company’s operations. Designs, tools, and systems that can be used right away are frequently included in these marketing training programs for agencies.
    • You want to level and create recurring revenue – Project work and one-off commitments make it tough to projected income. The right system can show you how to deal deposit offers or continued strategy services, creating secure monthly income.
    • You must stand out from the competition for your organization. It signals to clients that you follow a reputable, established approach ( not just winging it ).
    • You’re looking for credibility and confidence. Perhaps you’ve primarily carried out marketing campaigns before taking on a leadership position ( as an company CEO or partial CMO). A marketing command accreditation can boost your confidence and authority to engage higher-value customers as a true corporate consultant.
    • You don’t want to “go it alone” – Being a solo consultant or small agency owner can be isolating. Many programs provide community, coaching, or mentoring so you can learn from other people and learn from them as opposed to trying to figure everything out on your own.

    Honest insight: You can succeed without any formal certification – plenty of agencies grow through trial and error. However, a well-organized training program for marketing consultants can significantly shorten the time it takes to learn. Rather than spending years cobbling together processes, you could adopt a ready-made system in a matter of weeks. The result? saved time, fewer errors, and potential faster growth and ROI.

    If any of those reasons resonate with you, it’s worth examining the different marketing agency certification and training options available. The most expensive or prestigious option may not always be the best option for your business, but not all programs are created equal. In the next sections, we’ll break down the main types of programs and what to expect from each.

    Marketing Strategies for Advisors and allied organizations of all kinds

    Not all marketing training or growth programs are created equal. Some are as straightforward as a self-paced online course you can pass in a weekend, while others are priceless masterminds that demand serious commitment ( and cash ). Here are some common program types you’ll come across, along with what they generally involve:

    Tactical Skills Courses for Marketing Consultants:

    focused courses on particular marketing skills ( SEO, Google Ads, email marketing, etc. ). Usually, on-demand video lessons or workshops teaching you how to do a particular thing. Little to no personalized support beyond maybe a forum or basic Q&amp, A. Great for quickly acquiring a new skill or certification. &nbsp,

    Cost is frequently low ( many are free or under$ 100 ). Check out Google’s Marketing Trainings &nbsp, or LinkedIn Learning.

    Entry-Level” Company Foundations” Plans:

    Introductory programs for freelancers or new solo-agency owners covering business basics. They might teach you how to set your pricing, find your first clients, and avoid common mistakes for newcomers. Format can be a short cohort-based course or coaching group. Support is moderate ( e .g., group calls or online communities ). &nbsp,

    Cost: ranges widely from a few hundred to a few thousand dollars depending on depth ( some may start around$ 500 and go up to a few thousand dollars for multi-week coaching ).

    Workshops that last for more than a day are aggressive.:

    Short-term, immersive trainings ( often lasting 2 to 5 days ), typically with a live or in-person component, that cover strategy and best practices. These often include interactive sessions and networking with peers. During the event, there is a lot of support ( hands-on instruction, hot seats, etc. ). ), and sometimes you get access to a community or follow-up resources for accountability. &nbsp,

    Cost: Typically in the mid-range, many intensives cost between$ 5, 000 and$ 10, 000 depending on the facilitator’s length and reputation ( some local workshops might be on the low end, while well-known strategy bootcamps can cost several thousand ).

    License-Based Certification Applications:

    &nbsp, Comprehensive programs that teach you a proven system or methodology for marketing ( often a strategy-first approach ) and license you to use it with your clients. These typically include extensive training ( often an initial intensive or cohort ), libraries of tools and templates, and ongoing support like coaching calls or a private network of fellow certified professionals. It’s like getting a business-in-a-box for your consultancy: you learn the framework, get materials to implement it, and often earn an official certification. &nbsp,

    Cost: higher investment, based on the depth of the program business.com, typically between$ 5, 000 and$ 15, 000 ( some programs have one-time fees, while others have annual licensing fees or revenue share models ). In return, you gain a repeatable framework to deliver services, plus continued resources and community.

    Software Ecosystems Partner/Reseller Courses:

    These programs, for example, work with a CRM, marketing automation tool, or analytics software. They typically involve training on the platform and how to sell or service it, and you might get a “partner” or reseller status. The format often includes online training modules and a partner community, support comes from the vendor (account managers, sales resources, etc. ). &nbsp,

    Cost: usually low or no direct fee to join – the trade-off is you’re expected to promote that company’s software. Sometimes the cost is meeting a sales quota or purchasing the software itself ( which you might resell to clients ). In other words, the platform training might be free, but you’ll incur expenses in subscription fees or the time/effort to sell it. This path can create a nice recurring revenue stream ( commissions or margin on software subscriptions ) if you plan to build your services tightly around a particular tool.

    Masterminds &amp, Agency Startups:

      High-touch growth programs for well-established organizations or consultants. These are typically group coaching programs or mastermind groups aimed at scaling up your business ( common goals: hitting$ 1M+ revenue, building your team, improving profitability, etc. ). Formal frequently includes in-person retreats or events, regular coaching calls ( with a mentor who has been there, done that ), and peer mastermind sessions. Support level is very high – you get mentorship, accountability, and a network of other high-performing peers. &nbsp,

    Cost: significant investments that typically cost five figures per year. Many quality agency mastermind programs charge on the order of$ 10, 000 to$ 50, 000 per year ( or more for top-tier circles ). When you’re ready to put fuel on the fire and justify a sizable investment in exchange for potential significant growth increases, these are not for beginners.

    Choose the Best Selling Program based on Your Business Objectives

    It’s time to get personal. Think about what you really want to achieve at this stage in your business or career. Do you want to improve a particular skill set? Launch your own consultancy? Complete a new business model for your organization? Different goals call for different solutions. Let’s explore a few typical scenarios and recommend the program type that tends to be the best fit for each, along with what to expect and key pros and cons.

    Goal:” I want to get better at a certain skill”.

    Scenario: You want to improve one skill, such as SEO, Google Ads, or copywriting, while running or consulting an agency.

    Program: Tactical Skills Courses or Certifications

    Expect short, on-demand video tutorials or step-by-step workshops. Limited support – maybe forums or weekly Q&amp, A.

    Investment: Usually free to a few hundred dollars. The amount of time commitment is short ( between a few hours and a few weeks ).

    Pros: Affordable, focused, and flexible. Great for quickly filling knowledge gaps.

    Cons: Narrow scope. Little business guidance or long-term support.

    Skip the big programs for a single skill upgrade, though. A targeted course or certification gets the job done quickly and cheaply.

    Goal:” I want to change from business to starting my personal consultancy”.

    Scenario: You want to launch your own consulting or independent agency after leaving a corporate marketing position. You have the marketing skills, but not the business-building know-how.

    Program: Entry-Level Foundation Courses

    What to Expect: In these 4- to 12-week programs, the fundamentals of packaging services, pricing, and client finding are covered. Includes video lessons, group coaching, templates, and community support.

    Depending on format and coaching, the investment range is$ 500 to$ 3,000.

    Pros: Saves time and helps avoid early mistakes. Built-in support and templates fast-track setup.

    Cons: Focuses on the fundamentals, not deep dives. Quality varies.

    Takeaway: If you’re going out on your own, get started with a course that covers business fundamentals rather than just marketing.

    ” I want to switch from project-based to strategy-led servants,” the target is.

    Scenario: You’re doing one-off projects and want to offer long-term strategic services instead.

    Program: License-Based Certification Programs

    Expect intensive instruction in a strategy framework as well as tools and templates for client delivery. Ongoing support through coaching calls and a private network.

    Investment:$ 5, 000 –$ 1, 000, plus potential licensing or renewal costs.

    Pros: Provides a proven system and confidence to sell strategy retainers. Includes ongoing support and tools.

    Cons: High upfront costs. Requires full commitment to the framework.

    Takeaway: To transition to strategy-first retainers, invest in a framework that provides you with the tools and support needed to reposition your services.

    Related Articles: &nbsp,

    Goal:” I want to level my firm past$ 1M in income”.

    Scenario: You’ve built a stable agency and want help breaking through growth ceilings like hiring, positioning, or systems.

    Program: Accelerators or masterminds of agencies

    What to Expect: Includes coaching, mastermind calls, strategic playbooks, and live events. Emphasis is on scaling operations, team, and leadership– not tactics.

    Investment:$ 10, 000 –$ 50, 000 / year. May require travel and 12-month commitment.

    Pros: Offers peer accountability and mentorship. Helps fast-track decisions and avoid trial-and-error.

    Cons: Requires time, money, and focus to implement. Fit depends on the quality of the group and the stage alignment.

    Takeaway: For established agencies ready to scale, a mastermind or accelerator provides the strategic support and peer insight needed to grow faster and smarter.

    Related Articles: &nbsp,

    • Marketing Leadership as a Service ( MLaaS )

    With a few wealthy consumers, I want to work as a partial CMO.

    Scenario: You want to serve a small number of clients in a part-time, high-level strategic role – without managing a big team.

    Program: Fractional CMO Coaching or Strategy Certification

    Expect the best possible outcomes: putting together your offer, negotiating retainer positions, and leading strategy. Delivered via coaching, peer groups, or system-based certifications.

    Investments range from$ 5, 000 to$ 15, 000 for certifications to$ 800 to$ 1, 000 per month for coaching programs.

    Pros: Helps position and sell premium strategic services. Often includes support, templates, and community.

    Cons: Not easily scaled past your own time. May require personal brand building and network leverage.

    Takeaway: A focused program will assist you in developing and selling a compelling fractional CMO offer if your goal is fewer, better-paying clients and extensive strategic work.

    Related Articles: &nbsp,

    VIDEO: Are You Ready to Be a Fractional CMO?

    Making Your Decision: Which Marketing Training Program is right for you?

    Finding the ideal program starts with matching your desired outcome and stage with the intended goal.

    • If you have a single skills gap, take a course or get a specific certification ( no need to over-invest ).
    • If you’re just starting out on your own, build your business fundamentals with an entry-level program or community – getting those basics right will pay off for years.
    • A certification or licensing program with a proven system can change the way you approach your service offering if you need to incorporate strategy and generate recurring revenue.
    • If you’re already established and aiming higher, a mastermind/accelerator can provide the mentorship and peer group to break through growth plateaus.
    • Make sure you have a strategic framework and support system in place to help you succeed in the niche, whether through a certification or a peer coaching group, for those pursuing a fractional CMO model.

    Finally, remember that no program is a magic bullet. Your results will depend on your effort. Even the best program in the world can be valuable if you put in the effort, and even a subpar program can be useful if you put in the effort and learn new things. Before plunking down money, get clear on what exactly you want to get out of it, and how you’ll hold yourself accountable to use what you learn.

    Choose the Right Marketing Certification for Long-Term Rise

    More diverse and valuable than ever is the landscape of marketing certifications and training programs for consultants, agency owners, and fractional CMOs. Whether you’re looking to master a tactical skill, adopt a proven client delivery system, or join a high-level agency mastermind, there’s a training option designed to meet your goals.

    As you evaluate your next step, start with clarity: What problem are you trying to solve? The best ROI doesn’t come from the most expensive program; it comes from choosing the best one based on your business stage, growth goals, and service model. From lightweight online marketing courses to full-scale strategy certifications, every program type serves a purpose

    Be strategic with your investments in education, just like you are with your business. When in doubt, lean towards programs that emphasize strategy, systems, and support/network – those elements tend to deliver enduring value. ( That might be a tiny hint from our perspective, as we strongly believe in strategy-first growth and comprehensive support, given our own experience in this space. )

    We hope that the options and trade-offs have been made clearer by this breakdown. By understanding what’s out there and assessing where you want to go, you’re well on your way to making a smart decision. The right program is waiting to help you achieve your goals, whether that means mastering a new skill, signing better clients, or achieving that next revenue milestone. Good luck, and happy learning!

  • 70 Years Later, Gunsmoke Has Become The Most Unlikely Streaming Hit

    70 Years Later, Gunsmoke Has Become The Most Unlikely Streaming Hit

    Gunsmoke is one of the leading 10 most-watched acquired set across all measured streaming services, according to the most recent Nielsen streaming record. Well, the 70-year-old American TV show, which was adapted from a television show about the Dodge City, Kansas people, just surpassed favorite television shows like Family Guy and The White.

    The first article on Den of Geek was Gunsmoke Has Become The Most Likely Streaming Hit 70 Years After.

    Episode 7 of Daredevil: Born Suddenly has clues in this article.

    Hector Ayala’s White Tiger has been a delightful, if simple addition to the ever-expanding cannon that is the Marvel Cinematic Universe, giving the street-level champions of Daredevil: Born Again various kinds of vigilante perspectives.

    cnx. powershell. push ( function ( ) {cnx ( {playerId:” 106e33c0-3911-473c-b599-b1426db57530″, }). render ( “0270c398a82f44f49c23c16122516796” ), }),

    At the Daredevil trip prior to the series debut, Marvel Studios Head of Streaming, Television, and Animation Brad Winderbaum told Den of Geek that the present deals with the themes of killing and taking fairness into your own hands in an oppressive planet.” White Tiger exists kind of carry out that argument,” Winderbaum said.

    Hector Ayala has been shot by an unidentified assailant, which we can only presume was a corrupt police officer, after the activities of season three. However, his daughter Angela Del Toro, who might be our next White Tiger, seems to carry on his attentive soul and a yearning for justice. However, we must first be aware of the identity of the White Tiger and what his existence might mean for the MCU, including the possible return of the most despised Defender. Give us permission to explain ( along with Winderbaum and Daredevil: Born Again showrunner Dario Scardapane ).

    White Tiger’s account has been enhanced by rich tale options, and there are also world-wide repercussions that can only be derived from the existence of his source of power, the” White Tiger Amulet,” which increases the wearer’s speed, agility, strength, emotions, strength, treatment, and other spiritual qualities when the need arises. &nbsp,

    The mystic city known as K’un-Lun is where the tiger amulet comes from. A group of three fighters from their master, who was killed by an enemy attack, received one of the three pieces of a tiger god statue that was passed around until it was hidden in a dojo. Following this, they adopted the moniker” Sons of the Tiger” and had a small amount of adventure, as described in Deadly Hands of Kung Fu Vol. until they broke up and left the amulets in an alley, where they would later find their way into Hector Ayala’s possession.

    Now, if the name K’un-Lun sounds familiar to you, it should. Danny Rand, aka the Iron Fist, was born and raised in the city as The Iron Fist: Protector of K’un-Lun. And with Finn Jones, a former Iron Fist actor, recently expressing his desire to reprise the role, it definitely opens up discussion about the MCU’s mystic side getting further explored. We’ve already seen hints of mysticism in films like Agatha All Along and Werewolf by Night, and even a passing mention of The Black Knight in Eternals, as well as Kamala Khan’s Ms. Marvel, which features her mythical ancestral bangles of other-worldly power. This inclination to diversify their comics line-up and include some much-loved variety in the MCU’s currently mostly sci-fi and espionage-inspired world that is currently.

    And Ms. Marvel appears to be leading this trend as well, with her position at the forefront of Marvel&#8217’s push for their young heroes in both film and television. As seen in the post-credits scene of The Marvels and episode 5 of Daredevil: Born Again, which reveal Kamala Khan’s current West Coast whereabouts, where she presumably is further recruiting young heroes, she offers her upfront team recruitment offer to Kate Bishop.

    With Kamala Khan’s Ms. Marvel’s One and Only Champion firmly established in the universe and revealing the majority of the potential young Avengers in recent releases, it appears as though the MCU might be trying to put together a Young Avengers and Champions amalgamation squad. We see this in Young Avengers appearances like Wiccan and Speed’s Agatha All Along, Kate Bishop’s co-star in the Hawkeye series, and the portal-hopping powerhouse America Chavez as the co-star of Doctor Strange in the Multiverse of Madness, as well as Isaiah Bradley’s nephew Elijah Bradley’s nephew (yet not having a suited appearance as Patriot but still having laid the groundwork for it ). Angela Del Toro, a.k .a.” the new face” to this roster. White Tiger, who is well-known in her prominent role in the Avengers Academy, has her own experience with young teams based out of the West Coast.

    It is obvious that executive producer Brad Winderbaum and Daredevil: Born Again showrunner Dario Scardapane are aware of the potential of these characters in the MCU.

    You know there are people you want to see together, right? Scardapane asserts. &nbsp,

    ” Every choice is going to be based on the story we’re telling, the characters, and what’s driving them, and the challenges they face,” Winderbaum goes on to say. They indeed live and breathe the same world as these other characters, and collisions can occur, but we are not trying to do anything wrong. When it’s the right reason to do it, we’re going to bring people in.

    If this is any indication of the direction, characters, and storylines of the MCU’s approach, we are in for a treat these upcoming junctures.

    Tuesdays at 9 p.m. ET on Disney+, new episodes of Daredevil: Born Again air, with the season finale on April 15.

    The first post on Den of Geek was Daredevil’s White Tiger: A Marvel Character’s Journey Back to the MCU.

  • ’90s Video Game Movies Deserve More Respect

    ’90s Video Game Movies Deserve More Respect

    A Minecraft drama has finally come out of growth hell, only to be met with an odd reaction. Despite the majority of detractors disapproving of it, the video game version quietly and confidently set new records for box office success. The entire situation has even sparked debates about who gets to condemn kids ‘ entertainment and how some […]

    On Den of Geek, the second article “90s Video Game Movies Deserve More Appreciate” appeared.

    This article contains spoilers for season 7 of Daredevil: Born Once.

    Hector Ayala’s White Tiger has been a delightful, if simple, addition to the ever-expanding cannon that is the Marvel Cinematic Universe, offering different kinds of vigilante ideas to the street-level champions of Daredevil: Born Repeatedly.

    cnx. command. push ( function ( ) {cnx ( {playerId:” 106e33c0-3911-473c-b599-b1426db57530″, }). render ( “0270c398a82f44f49c23c16122516796” ), }),

    At the Daredevil trip prior to the series debut, Marvel Studios Head of Streaming, Television, and Animation Brad Winderbaum told Den of Geek that the present deals with the themes of killing and taking fairness into your own hands in an oppressive planet.” White Tiger exists kind of carry out that argument,” Winderbaum said.

    Hector Ayala is dead following the events of season three, which we can only suppose was a corrupt authorities agent. However, his daughter Angela Del Toro, who might be our next White Tiger, seems to carry on his attentive soul and a yearning for justice. However, we must first learn who the White Tiger is and what the writer’s presence might mean for the MCU’s future, including the possible return of the most despised Defender. Give us permission to explain ( along with Winderbaum and Daredevil: Born Again showrunner Dario Scardapane ).

    White Tiger’s history has expanded thanks to the presence of his source of power, the” White Tiger Amulet,” which gives the wearer increased speed, agility, strength, senses, strength, treatment, and other spiritual properties when the need arises. Not only have these abundant narrative choices enhanced his story, White Tiger, but there are also world-expanding implications that may come from his source of power, the” White Tiger Amulet,” when the wearer has more speed, agility, strength, strength, &nbsp,

    The mysterious cat amulet’s origins begin in the mythical area known as K’un-Lun. A group of three soldiers from their king, who was killed by an army attack, received one of the three sections of a lion god statue that was passed around until it was hidden in a dojo. Following this, they adopted the moniker” Sons of the Tiger” and had a small amount of adventure there, as described in Deadly Hands of Kung Fu Vol. until they disintegrated and left the amulets in an alley, where they would later be able to obtain Hector Ayala#8217.

    Now, if the name K’un-Lun sounds familiar to you, it should. Danny Rand, aka the Iron Fist, is based in the city where he received his abilities and title The Iron Fist: Protector of K’un-Lun. And with Finn Jones, a former Iron Fist actor, recently expressing his desire to reprise the role, it definitely opens up discussion about the MCU’s mystic side getting further explored. We’ve already seen hints of mysticism in films like Agatha All Along and Werewolf by Night, and even a passing mention of The Black Knight in Eternals, as well as Kamala Khan’s Ms. Marvel, which features her mythical ancestral bangles of other-worldly power. This inclination to diversify their comics lineup, which also includes some much-loved variety in the MCU’s currently largely sci-fi and espionage-inspired world.

    And Ms. Marvel appears to be leading this trend with her being at the forefront of Marvel&#8217’s push toward their young heroes in both film and television. As seen in the post-credits scene of The Marvels and episode 5 of Daredevil: Born Again revealing Kamala Khan’s current West Coast whereabouts, where she presumably is further recruiting young heroes, as she does in the team recruitment offer to Kate Bishop in the post-credits scene of The Marvels.

    It appears as though the MCU might be aiming to create a group of Young Avengers and Champions after their one and only Champion is firmly established in Kamala Khan’s Ms. Marvel, and revealing the majority of the potential young Avengers in recent films. We see this in Young Avengers appearances like Wiccan and Speed’s Agatha All Along, Kate Bishop’s co-star in the Hawkeye series, and America Chavez, the portal-hopping powerhouse in the Multiverse of Madness, as the co-star of Doctor Strange in the Multiverse of Madness, as well as Isaiah Bradley’s nephew Elijah Bradley’s nephew (yet not having a suited appearance as Patriot but still having laid the groundwork for it ), and Angela Del Toro, a.k .a. a potential addition to this roster. White Tiger, who is well-known in her prominent role in the Avengers Academy, has her own experience with young teams based out of the West Coast.

    It is obvious that executive producer Brad Winderbaum and Daredevil: Born Again showrunner Dario Scardapane are aware of the potential of these characters in the MCU.

    You know there are people you want to see together, right? Says Scardapane. &nbsp,

    ” Every choice is going to be based on the story we’re telling, the characters, and what’s driving them, and the challenges they face,” Winderbaum goes on to say. They indeed live and breathe the same world as these other characters, and collisions can occur, but we don’t want to do anything wrong. When it’s the right reason to do it, we’re going to bring people in.

    We are in for a treat these upcoming phases if this provides any insight into the direction the MCU’s approach will take the characters, plots, and future holds.

    On Disney+, new Daredevil: Born Again episodes air on Tuesdays at 9 p.m. ET, with the series finale on April 15.

    The first post On Den of Geek: Daredevil’s White Tiger Could Be One Marvel Character’s Ticket Back Into the MCU appeared first.

  • Beware the Cut ‘n’ Paste Persona

    Beware the Cut ‘n’ Paste Persona

    A machine learning algorithm uses this man does not occur to create individual faces. It takes actual photos and recombines them into false people faces. We just squirted past a LinkedIn post that claimed this site might be helpful “if you are developing a image and looking for a photo.”

    We agree: the computer-generated heads could be a great fit for personas—but not for the purpose you might think. Ironically, the website highlights the core issue of this very common design method: the person ( a ) does not exist. Personas are deliberately created, just like in the photos. Data is taken out of natural environment and recombined into an isolated preview that’s detached from reality.

    However, oddly enough, people are personalities to serve as a source of inspiration for architecture in the real world.

    Personas: A action up

    Most manufacturers have created, used, or come across personalities at least once in their profession. The Interaction Design Foundation defines profile as “fictional characters, which you create based upon your research in order to represent the various consumer types that might use your company, product, page, or brand” in their article” Personas- A Simple Introduction.” In their most complete expression, personas typically consist of a name, profile picture, quotes, demographics, goals, needs, behavior in relation to a certain service/product, emotions, and motivations ( for example, see Creative Companion’s Persona Core Poster ). According to design firm Designit, the goal of personas is to “make the research relateable, ]and ] easy to communicate, digest, reference, and apply to product and service development.”

    The decontextualization of personalities

    Personas are common because they make “dry” research information more realistic, more people. However, this approach places a cap on the study’s ability to analyze the data in a way that excludes the subjects from their particular contexts. As a result, personalities don’t describe important factors that make you realize their decision-making method or allow you to connect to users ‘ thoughts and behavior, they lack stories. You are aware of the persona’s actions, but you lack the knowledge to know why. You end up with images of people that are really less people.

    This “decontextualization” we see in identities happens in four way, which we’ll discuss below.

    People are assumed to be dynamic, according to people.

    Although many companies still try to box in their employees and customers with outdated personality tests ( referring to you, Myers-Briggs ), here’s a painfully obvious truth: people are not a fixed set of features. Depending on how you feel, how you act, think, and think, what you do and do. You appear distinct to different people, you may act helpful to some, tough to others. And you change your mind all the time about selections you’ve taken.

    Current psychologists concur that while individuals typically act in accordance with specific patterns, how people act and make decisions is ultimately influenced by a combination of history and culture. The context—the atmosphere, the effect of other people, your feelings, the whole story that led up to a situation—determines the kind of person you are in each particular time.

    Personas do not account for this variation in their attempt to improve reality; instead, they present a consumer as a set of features. Like character testing, personas seize people away from real life. Even worse, individuals are reduced to a brand and categorized as” that kind of guy” with no means to practice their inherent flexibility. This behavior discredits variety, perpetuates stereotypes, and doesn’t reveal reality.

    Personas rely on people, not the environment

    You’re designing for a environment, not an individual, in the real world. Each individual lives in a community, a group, an habitat, where there are environmental, social, and cultural factors you need to consider. A pattern is not meant for a single customer. Instead, you create a product that is intended to be used by a certain number of people. Personas, but, show the customer alone rather than explain how the consumer relates to the environment.

    Would you choose the exact course of action over and over again? Maybe you’re a dedicated vegan but also decide to buy some meats when your family are coming across. As they depend on various situations and characteristics, your decisions—and behavior, thoughts, and comments —are no absolute but extremely contextual. Because it doesn’t explain the grounds of your decisions, the persona that “represents” you doesn’t take into account this interdependence. It doesn’t provide a rationale of why you act the way you do. People practice the well-known attribution error, which states that they too often attribute others ‘ behavior to their personalities and not to the circumstances.

    As mentioned by the Interaction Design Foundation, identities are often placed in a situation that’s a” specific environment with a problem they want to or have to solve “—does that mean environment actually is considered? Unfortunately, what often happens is that you take a fictional character and based on that fiction determine how this character might deal with a certain situation. How could you possibly comprehend how someone you want to represent behave in new circumstances given that you haven’t even fully investigated and understood the current context of the people you want to represent?

    Personas are meaningless averages

    A persona is depicted as a specific person but is not a real person, as stated in Shlomo Goltz’s introduction article on Smashing Magazine; rather, it is made up of observations from numerous people. A well-known critique to this aspect of personas is that the average person does not exist, as per the famous example of the USA Air Force designing planes based on the average of 140 of their pilots ‘ physical dimensions and not a single pilot actually fitting within that average seat.

    The same limitation applies to mental aspects of people. Have you ever heard a famous person say something was taken out of context? They used my words, but I didn’t mean it like that”. The reporter didn’t explain the context of the celebrity’s statement or explain the non-verbal expressions, but the celebrity’s statement was literally reported. As a result, the intended meaning was lost. You do the same when you create personas: you collect somebody’s statement ( or goal, or need, or emotion ), of which the meaning can only be understood if you provide its own specific context, yet report it as an isolated finding.

    However, personas go one step further, combining a decontextualized finding with another decontextualized finding from another. The resulting set of findings often does not make sense: it’s unclear, or even contrasting, because it lacks the underlying reasons on why and how that finding has arisen. It lacks any significance. And the persona doesn’t give you the full background of the person ( s ) to uncover this meaning: you would need to dive into the raw data for each single persona item to find it. What, then, is the usefulness of the persona?

    The validity of personas is deceiving.

    To a certain extent, designers realize that a persona is a lifeless average. To combat this, designers create and add “relatable” details to personas to make them appear to be real people. Nothing captures the absurdity of this better than a sentence by the Interaction Design Foundation:” Add a few fictional personal details to make the persona a realistic character”. In other words, you add non-realism in an attempt to create more realism. You purposefully understate the fact that” John Doe” is an abstract representation of research findings, but wouldn’t it be much more responsible to emphasize that John is only an abstraction? If something is artificial, let’s present it as such.

    After accepting that people’s personalities are fixed, dismissed the importance of their environment, and hidden meaning by joining isolated, non-generalizable findings, designers create new context to create ( their own ) meaning. In doing so, as with everything they create, they introduce a host of biases. As phrased by Designit, as designers we can” contextualize]the persona ] based on our reality and experience. We make connections that are well-known to us. This practice reinforces stereotypes, doesn’t reflect real-world diversity, and gets further away from people’s actual reality with every detail added.

    To conduct effective design research, we must report the actual situation and make it relatable for our audience, so that everyone can use their own empathy and develop their own interpretation and emotional response.

    Dynamic Selves: The alternative to personas

    If we shouldn’t use personas, what should we do instead?

    Designit suggests using mindsets rather than personas. Each Mindset is a” spectrum of attitudes and emotional responses that different people have within the same context or life experience”. It challenges designers to avoid becoming fixated on just one person’s way of being. Unfortunately, while being a step in the right direction, this proposal doesn’t take into account that people are part of an environment that determines their personality, their behavior, and, yes, their mindset. Therefore, Mindsets are also not absolute but change in regard to the situation. What determines a certain Mindset, is the question still unanswered.

    Another alternative comes from Margaret P., author of the article” Kill Your Personas“, who has argued for replacing personas with persona spectrums that consist of a range of user abilities. For instance, a visual impairment could be permanent ( blindness ), temporary ( recovery from eye surgery ), or situational (screen glare ). Persona spectrums are highly useful for more inclusive and context-based design, as they’re based on the understanding that the context is the pattern, not the personality. Their limitation, however, is that they have a very functional take on users that misses the relatability of a real person taken from within a spectrum.

    We want to change the traditional design process to be context-based by creating an alternative to personas. Contexts are generalizable and have patterns that we can identify, just like we tried to do previously with people. How can we identify these patterns, then? How do we ensure truly context-based design?

    Understand real individuals in multiple contexts

    Nothing can be more relatable and inspiring than reality. Therefore, we have to understand real individuals in their multi-faceted contexts, and use this understanding to fuel our design. We refer to this method as Dynamic Selves.

    Let’s take a look at what the approach looks like, based on an example of how one of us applied it in a recent project that researched habits of Italians around energy consumption. We drafted a design research plan aimed at investigating people’s attitudes toward energy consumption and sustainable behavior, with a focus on smart thermostats.

    1. Choose the right sample

    When we contest personas, we are frequently met with the words” Where are you going to find a single person that encapsulates all the information from one of these advanced personas ]””? The answer is simple: you don’t have to. You don’t need to have information about many people for your insights to be deep and meaningful.

    In qualitative research, accuracy comes from accurate sampling rather than quantity. You select the people that best represent the “population” you’re designing for. If you select the right sample and have a deep understanding of the sampled people, you can infer how the rest of the population thinks and acts. There’s no need to study seven Susans and five Yuriys, one of each will do.

    Similarly, you don’t need to understand Susan in fifteen different contexts. You have understood Susan’s plan of action once you have seen her in a few different settings. Not Susan as an atomic being but Susan in relation to the surrounding environment: how she might act, feel, and think in different situations.

    It becomes clear why each person should be portrayed as an individual because each already represents an abstraction of a larger group of people in similar circumstances because each person is representative of a portion of the population you’re researching. You don’t want abstractions of abstractions! These selected people need to be understood and shown in their full expression, remaining in their microcosmos—and if you want to identify patterns you can focus on identifying patterns in contexts.

    However, the question remains: how do you select a sample representative? First of all, you have to consider what’s the target audience of the product or service you are designing: it might be useful to look at the company’s goals and strategy, the current customer base, and/or a possible future target audience.

    We were creating an application for those who already have a smart thermostat in our example project. In the future, everyone could have a smart thermostat in their house. Right now, though, only early adopters own one. We had to understand the causes behind these early adopters in order to build a significant sample. We therefore recruited by asking people why they had a smart thermostat and how they got it. There were those who had made the decision to purchase it, those who had been influenced by others to do so, and those who had located it in their homes. So we selected representatives of these three situations, from different age groups and geographical locations, with an equal balance of tech savvy and non-tech savvy participants.

    2. Conduct your research

    After having chosen and recruited your sample, conduct your research using ethnographic methodologies. This will give you more examples and anecdotes to enrich your qualitative data. In our example project, given COVID-19 restrictions, we converted an in-house ethnographic research effort into remote family interviews, conducted from home and accompanied by diary studies.

    To gain an in-depth understanding of attitudes and decision-making trade-offs, the research focus was not limited to the interviewee alone but deliberately included the whole family. With the additions or corrections made by wives, husbands, children, or occasionally even pets, each interviewee would tell a story that would then become much more engaging and precise. We also focused on the relationships with other meaningful people ( such as colleagues or distant family ) and all the behaviors that resulted from those relationships. With this extensive investigation, we were able to create vivid images of dynamic situations involving multiple actors.

    It’s essential that the scope of the research remains broad enough to be able to include all possible actors. Therefore, it normally works best to define broad research areas with macro questions. Interviews should be conducted in a semi-structured manner, with follow-up questions delve into subjects that the interviewee has blatantly mentioned. This open-minded “plan to be surprised” will yield the most insightful findings. One of our participants responded,” My wife doesn’t have the thermostat’s app installed; she uses WhatsApp instead,” when we asked how his family controlled the temperature in the house. If she wants to turn on the heater and she is not home, she will text me. I am her thermostat”.

    3. Analysis: Create the Dynamic Selves

    You begin to represent each individual as a series of dynamic selves during the research analysis, each” Self” representing a particular context. The core of each Dynamic Self is a quote, which comes supported by a photo and a few relevant demographics that illustrate the wider context. The research findings themselves will show which demographics are relevant to show. In our case, the important demographics were family type, number and type of houses owned, economic status, and technological maturity because our research focused on families and their way of life to understand their needs for thermal regulation. ( We also included the individual’s name and age, but they’re optional—we included them to ease the stakeholders ‘ transition from personas and be able to connect multiple actions and contexts to the same person ).

    Interviews and notes must be recorded verbatim as much as possible in order to capture precise quotes. This is essential to the truthfulness of the several Selves of each participant. In the case of real-life ethnographic research, photos of the context and anonymized actors are essential to build realistic Selves. These photos should be taken directly from field research, but an evocative and representative image will do as well as that, as long as it’s accurate and depicts meaningful actions that you associate with your participants. For example, one of our interviewees told us about his mountain home where he used to spend every weekend with his family. Therefore, we depicted him taking a hike with his young daughter.

    At the end of the research analysis, we displayed all of the Selves ‘” cards” on a single canvas, categorized by activities. Each card displayed a situation, represented by a quote and a unique photo. Each participant had several cards about themselves.

    4. Identify potential designs

    Once you have collected all main quotes from the interview transcripts and diaries, and laid them all down as Self cards, you will see patterns emerge. These patterns will highlight the opportunity areas for new product creation, new functionalities, and new services—for new design.

    A particularly intriguing finding was made in our example project regarding the concept of humidity. We realized that people don’t know what humidity is and why it is important to monitor it for health: an environment that’s too dry or too wet can cause respiratory problems or worsen existing ones. This highlighted a significant opportunity for our client to train users about the concept and work as a health advisor.

    Benefits of Dynamic Selves

    When you use the Dynamic Selves approach in your research, you start to notice unique social relations, peculiar situations real people face and the actions that follow, and that people are surrounded by changing environments. One of the participants in our thermostat project, Davide, is described as a boyfriend, dog lover, and tech nut.

    Davide is an individual we might have once reduced to a persona called “tech enthusiast”. However, there are also those who are wealthy or poor who are tech enthusiasts, whether they are single or have families. Their motivations and priorities when deciding to purchase a new thermostat can be opposite according to these different frames.

    Once you have understood Davide in multiple situations, and for each situation have understood in sufficient depth the underlying reasons for his behavior, you’re able to generalize how he would act in another situation. You can use your understanding of him to predict what he would think and act in the situations ( or scenarios ) you create.

    The Dynamic Selves approach aims to dismiss the conflicted dual purpose of personas—to summarize and empathize at the same time—by separating your research summary from the people you’re seeking to empathize with. This is crucial because scale affects how we feel empathy for people and how difficult it is to do so with other people. We feel the strongest empathy for individuals we can personally relate to.

    If you take a real person as inspiration for your design, you no longer need to create an artificial character. No more developing plot devices to “realize” the character, and no more need for additional bias. It’s simply how this person is in real life. In fact, as we all know, personas quickly turn into nothing more than a name in our priority guides and prototype screens because we all know these characters don’t really exist.

    Another powerful benefit of the Dynamic Selves approach is that it raises the stakes of your work: if you mess up your design, someone real, a person you and the team know and have met, is going to feel the consequences. It might stop you from taking shortcuts and will remind you to conduct daily checks on your designs.

    Finally, real people in their specific contexts provide a better foundation for anecdotal storytelling and are thus more effective at persuasion. Documentation of real research is essential in achieving this result. It reinforces your design arguments with more urgency and weight:” When I met Alessandra, the conditions of her workplace struck me. Noise, bad ergonomics, lack of light, you name it. If we go for this functionality, I’m afraid we’re going to add complexity to her life”.

    Conclusion

    In their article on Mindsets, Designit mentioned that “design thinking tools provide a shortcut to deal with reality’s complexities, but this process of simplification can occasionally flatten out people’s lives into a few general characteristics.” Unfortunately, personas have been culprits in a crime of oversimplification. They fail to account for the complexity of the decision-making processes of our users and don’t take into account the contexts that humans are immersed in.

    Design needs simplification but not generalization. You have to look at the research elements that stand out: the sentences that captured your attention, the images that struck you, the sounds that linger. Use those as metaphors for the person in all of their contexts. Both insights and people come with a context, they cannot be cut from that context because it would remove meaning.

    It’s high time for design to break away from fiction and use reality as our guide and inspiration, in its messy, surprising, and unquantifiable beauty.