1. how and why client selection is important

2. Objex-lot o clients, 15 years experience, in last 5 have grown from take anything to directing the ship, one is qualifying clients

3. timeframe margins Typical Considerations capability
Most Companies only consider 2 options: 1) Can I do it? 2) How much does it pay?
CONFIDENTIAL AND PROPRIETARY 2016
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DATE: XX-XX-14

4. Results Status quo Incremental growth “Roller Coaster” cash flow
Reinforcement of “Cash is King”
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5. CONFIDENTIAL AND PROPRIETARY 2016
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6. Money Alternative “Currency” Future opportunities
strategic partnerships
Positioning (new space)
Prestige or Ethos borrowing
Growth
New skills/capabilities
New equipment/software-efficiency
Philosophical
Philanthropy
Reputation
Enjoyment
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DATE: XX-XX-14

7. CONFIDENTIAL AND PROPRIETARY 2016
PROJECT TITLE: TITLE HERE
DATE: XX-XX-14

8. Know WHO you are & WHAT you have and what is your purpose
Strengths
Aspirations
Growth Goals
Values
Mission/Vision Statement
To Advance the Design of Products for our Clients and the Field BY being a fully Functioning Team of Valued Innovative Experts
2016 Thematic Goal:
To be recognized by our Field as an trusted leading edge experts in product design methods and results
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DATE: XX-XX-14

9. Currency Match
Future opportunities
strategic partnerships
Positioning (new space)
Prestige or Ethos borrowing
Growth
New skills/capabilities
New equipment/software-efficiency
Philosophical
Philanthropy
Reputation
Enjoyment
Money
To Advance the Design of Products for our Clients and the Field BY being a fully Functioning Team of Valued Innovative Experts
CONFIDENTIAL AND PROPRIETARY 2016
PROJECT TITLE: TITLE HERE
DATE: XX-XX-14

10. Client/Project Self Determinism
Rubric creation-Relevant Criteria
Began with relevant criteria, grouped them and ultimately down selected to the most important alignment. This is a brainstorm, it is non PC
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DATE: XX-XX-14

11. Client/Project Self Determinism
Rubric creation-Basic Set up
Score
0.0
Weight
Benefit to Objex
140%
They are willing and able to pay us appropriately for the work
120%
There is a strong potential to get future projects or multiple revenue streams from them or their (potential) connections
100%
They could become a strategic partner (biz connections, complementary skills, etc.)
105%
The products would be good to show off in our portfolio or would get a lot of good exposure
Profitability Factor
85%
The project would be interesting to work on (i.e. cool category, engages enjoyable skills, philanthropic)
75%
We are highly confident in our ability to do the work well and internally
Potential Issues
Coolness Factor
They have a proven track record or at least very good signs of competency and followthrough (existing successful products, experienced manufacturers and marketing, etc.)
80%
They understand and respect the product development process (research, itteration, scope creep, etc.)
90%
They are easy, agreeable, and reasonable to interact with
Confidence Factor
Other Items to Consider
Have a toggle on/off if there is a conflict of interest
Pain in the Ass Factor
Is this a good portfolio balance (diverse product)
CONFIDENTIAL AND PROPRIETARY 2016
PROJECT TITLE: TITLE HERE
DATE: XX-XX-14

12. Client/Project Self Determinism
Rubric Example 1: Clear YES
Score
7.2
Weight
Benefit to Objex 9
140%
They are willing and able to pay us appropriately for the work 7
120%
There is a strong potential to get future projects or multiple revenue streams from them or their (potential) connections
100%
They could become a strategic partner (biz connections, complementary skills, etc.) 6
105%
The products would be good to show off in our portfolio or would get a lot of good exposure
Profitability Factor
3.5
85%
The project would be interesting to work on (i.e. cool category, engages enjoyable skills, philanthropic) 8 5
75%
We are highly confident in our ability to do the work well and internally
Potential Issues
Coolness Factor
They have a proven track record or at least very good signs of competency and followthrough (existing successful products, experienced manufacturers and marketing, etc.)
4.75
80%
They understand and respect the product development process (research, itteration, scope creep, etc.)
90%
They are easy, agreeable, and reasonable to interact with
Confidence Factor
6.5
Other Items to Consider
Have a toggle on/off if there is a conflict of interest
Pain in the Ass Factor
Is this a good portfolio balance (diverse product)
CONFIDENTIAL AND PROPRIETARY 2016
PROJECT TITLE: TITLE HERE
DATE: XX-XX-14

13. Client/Project Self Determinism
Rubric Example 2: On the Fence
Score
5.5
Weight
Benefit to Objex 6
140%
They are willing and able to pay us appropriately for the work 5
120%
There is a strong potential to get future projects or multiple revenue streams from them or their (potential) connections
100%
They could become a strategic partner (biz connections, complementary skills, etc.)
105%
The products would be good to show off in our portfolio or would get a lot of good exposure
Profitability Factor
85%
The project would be interesting to work on (i.e. cool category, engages enjoyable skills, philanthropic) 7
75%
We are highly confident in our ability to do the work well and internally
Potential Issues
Coolness Factor 4
They have a proven track record or at least very good signs of competency and followthrough (existing successful products, experienced manufacturers and marketing, etc.)
80%
They understand and respect the product development process (research, itteration, scope creep, etc.)
90%
They are easy, agreeable, and reasonable to interact with
Confidence Factor
Other Items to Consider
Have a toggle on/off if there is a conflict of interest
Pain in the Ass Factor
Is this a good portfolio balance (diverse product)
CONFIDENTIAL AND PROPRIETARY 2016
PROJECT TITLE: TITLE HERE
DATE: XX-XX-14

14. Client/Project Self Determinism
Rubric Summation
CONFIDENTIAL AND PROPRIETARY 2016
PROJECT TITLE: TITLE HERE
DATE: XX-XX-14