Freelance/Independent UX/UXR Consulting: 2 hour event with Q&A [Replay]

There has never been a better time to become more knowledgeable about UX independence, improve your current freelance practice, understand considerations when hiring independents, and what successful onboarding and ongoing engagements look like. Join us to learn if this pathway may be right for you and how to set yourself up for success whether you are the freelancer or the hiring manager.

Takeaways:

* Understand the pros/cons of consulting compared to a full-time position

* Learn how to evaluate and find potential clients/project work (DON'T push it uphill)

* Discuss different work structures (hourly, project-based, retainer engagements, and more)

* Identify logistics and new skills to consider (e.g estimates, proposals, contracts, invoicing/bookkeeping, file sharing, tool stacks, and access to key people)

* Ascertain team cultural considerations (if the prospect has conducted research or not, whether they employ researchers or not, differences in UX maturity, start-ups vs. larger established organizations, deliverable fidelity, etc.)

* Identify red flags and gotchas (there WILL BE many!)

* Explore tactics such as how to price (and consider your taxes), 1099 income vs. third-party payrolling, how to invoice, who authors the agreements, where to get benefits, PTO considerations and planning, how to accept payments, quarterly estimated taxes, write-offs

* Understand how and when to push back when a client says they want to do X, or within Y timeframe, or with Z segment and it’s either not the right approach, feasible, actionable, or ethical (this isn’t an IF, it’s a WHEN)

* Learn how to set yourself and your client/independent up for success in onboarding and throughout the engagement

* Discuss specific tools and templates for consulting work

* Understand the role mindset and karma play.