At the Drupal NYC Meetup on March 10th we discussed ways to ensure that life is more bearable for the designer/developer from the start of a project.
The documents being shared here are templates for contracts, proposals and so forth, and are very bare-boned (and a little ridiculous at times). My intention with these is not to provide an end-all solution, but to spark a discussion that will lead to the improvement of such documents, and even better yet (hopefully), replacements for some of the solutions that already exist. Frank Carey brought up the fact that he attaches a printed GPL license to his contracts, which I thought was genius, and is a great way to avoid ownership problems, considering we are working with open-source here.
One of the points that I emphasized at the meet-up repeatedly was to build a proper proposal before a contract is signed. I find that this is immensely important and starts of the project with a better understanding of what is expected and most importantly, in scope of said project. I will most probably keep bringing this up repeatedly until somebody shoots me, but so be it.
The idea is to avoid any problems that may arise during the life of a project such as feature requests that were not originally discussed, design changes that drastically increase the amount of time necessary to complete the project, and basically anything that may lead to a deterioration in the relationship between the client and the designer/developer.
With a CMS as versatile as Drupal, it becomes problematic when you find yourself spending your time removing features more than you are creating new ones. Sometimes it is also the case that you are spending way too much time coming up with solutions for certain use cases; you find yourself re-inventing the wheel when it may really be unnecessary.
There is also the fact that when you are working with a client that is more web-savvy, or simply has a good understanding of what they want and a concept that is really solid, you find yourself looking forward to the challenge, and this is the realm where amazing new tools, modules, methods, etc come out of fantastic ideas.
Rome wasn't built in a day, but they sure had really good planning from the get-go!
The other main point is to understand and come to terms with the fact that Drupal is an open-source, COMMUNITY DRIVEN project. What we do with this stuff that is available to the lot of us for free, is up to us, and that means we represent something that is larger than ourselves. So give it a good name!
Keep in mind that freelance is a lot less rigid in this line of work (teh intarwebz is a funny place), and it is only natural for a designer/developer to spend a little extra time on a project to keep the client satisfied. This is why you should charge with your time speaking to the client in mind, not just the time it will take to complete tasks and finalize details.
I build sites for the entertainment industry as well as legal and corporate entities. One thing I have learned from all of this is, if you can afford to, say NO to a project if you feel like it is going to be a headache. Personality conflicts & disagreements over aesthetics are the some of the worst things that can possibly happen during a project - learn to read people and see what you are compatible with!
Some of the documents I will be sharing are very colloquial, and the language may be offensive or somewhat non-professional. I apologize ahead of time for that, but also hope you take what I have to say with a grain of salt.
Thanks for being supportive at the meet-up, and I'm looking forward to any and all feedback on this topic. Please feel free to jump in and put in your 2 cents (or million bucks). Let's start establishing a healthy understanding of freelance in the Drupal community, so that n00bs don't have to go through some of the nightmares most of us did when starting out with this thing that is the stuff that is made of the goop that is the awesome sauce.
If there are enough requests for it I'll share my odd-ball presentation layout that I had at the meet-up as well.
| Attachment | Size |
|---|---|
| contract_template.pdf | 25.2 KB |
| proposal_template.pdf | 27.63 KB |

Comments
Wonderful. Thanks for
Wonderful. Thanks for providing these. I will take the time to read over them carefully, for myself and for continuing the discussion.
One thing i may suggest (and maybe we could work together to get a simple D7 implementation with Bartik running for the community) to get these into nodes so there are revisions, and editable by most. Maybe even do some good work like other disclaimed legal resources.
If we keep it simple, we could test SSO/OpenID for D7/d.o and I'll even host it ;)
either way, i heard we all loved the presentation last wed. as did I.
also, found this while checking my content
http://articles.techrepublic.com.com/5100-10878_11-1031619.html
Again, thanks for posting these for all. This will help to keep us all safe and give our clients piece of mind.
--
Mike Nichols
My Own Soho, LLC
mike@myownsoho.net
www.myownsoho.com
Thanks Mike. I'm totally down
Thanks Mike.
I'm totally down for that. I think it would be cool to get a sandbox going, and having it on your kick-ass local hosting would be sweet too :) Let's try and get that up this weekend, and see what we can do to help Jen get Bartik into core. (last push)
That link is really useful. I'm looking forward to seeing what other legal sources ppl will dig up - it's annoying when most legal terms are not built around open-source work.
Wiki for this on GDO?
Definitely like the idea of getting a wiki together for this.
How about we use the wiki that's on GDO? May as well make use of the existing infrastructure, keep it in the GDO community. Anyone can create a wiki page. Last time I checked the wiki on GDO wasn't perfectly set up, but the GDO infrastructure team are receptive to constructive feedback on how to improve things.
Thanks for sharing this Orb.
http://www.thomasturnbull.com
http://twitter.com/thomasturnbull
Thank You
Thank you again. Great presentation. The first request for the odd-ball presentation layout is being made by me.
thanks orb.. great stuff..
thanks orb.. great stuff..
thanks orb.. great stuff..
thanks orb.. great stuff.. sorry for the triple post... didnt load and clicked it 3 times.
thanks orb.. great stuff..
thanks orb.. great stuff..
sample contract
I run a small web services firm and I agree that spelling out expectations with clients is critical. I am attaching a contract that is less technical in nature than orbgasms. Most of my clients are not very tech savvy. After building several smaller drupal sites, I do think that it is important to provide some guidance about what to expect from an open source solution. We installed ubercart and found certain bugs with the cart 8 months after we turned the site over. It is hard to explain to a client that they will need to pay for something that they believe should have been addressed at the on set, so in the future, I will be including some additional language to clarify these things in the future. I will dig through my files to see if I can find a proposal to post.
http://ourmantra.net/sample_contract_post.pdf
Thanks for Blazing This Business Trail
Orb, your presentation on customer types, contract and proposal represents the frothy foam atop a mountainous tsunami wave. Prior to your initial post on offering to do this presentation i was vaguely entertaining the thought that we need some loosely-bound, flexible framework to identify and shared better (and worse) business practices, a sort of incubator/business center/think tank without all the heavyweights and bureaucracy.
Perhaps we should consider a Drupal group dedicated to better business practices? Clearly there a many people in the know willing to share in a community environment whether it's pro bono or not. And there are many who need guidance and know it.
But we are probably not there yet. I tend to be too ambitious with my ideas. In the mean time your presentation and material, Mike Nichols' offer and neetagov's contribution are practical, valuable and greatly appreciated.
Perhaps this is a signal that the Drupal community is growing to a new level of sophistication without losing the sense of community and trust.
In any case, I suspect that this is just the beginning of a very long conversation....
sample proposal
Here is a sample proposal. This particular project had many deliverables and required that many tasks be done in parallel. We didn't do the development for this job, just the design, but the client really appreciated the detail in this proposal, whereas other agencies we were up against, submitted very simplistic proposals. I hope this outline will be useful. I am not a developer, but I hire developers and have lots of thoughts about improving the relationship between freelancers and those that hire them. I look forward to sharing those.
http://ourmantra.net/sample_proposal.pdf
I like the detailed breakdown
I like the detailed breakdown a lot; that table is really good stuff.
I think it would scare some people and overwhelm them with simpler projects, but I too bad..
Sometimes with bigger projects I breakdown the proposals into 2-3 separate documents: 1 for design, 1 for development, 1 for schedule.
Also, this might be a good time to mention that if you meet your clients face to face, this will probably strengthen your relationship from the get-go. This is a great opportunity to print out a really snazzy looking cover page, like Neeta's. Amazing how well people will react to a nice, physical object that outlines what the project is about, especially when it is in their hands.
Imagine if every time you went to a hospital, lawyer, DMV, etc, you got a well designed piece of paperwork that looked like somebody cares about your well being?
Other contract template resources
Thanks for the presentation orb and the samples you provided.
We sometimes use this site as a resource for all types of legal stuff including contracts.
http://www.onecle.com/
The site lists a collection of legal documents from SEC filings. Because they're SEC filings they are in the public domain. but also because they're SEC filings some are a bit more complex than a simple project requires. However we have found that using for example a consulting agreement from this site and modifying/simplifying for our needs we have been able to limit what we would actually have to pay a lawyer to do.
We just have them look it over for glaring omissions. In most cases there are none since these contracts have already been vetted by high powered corporate lawyers.
Lots of good stuff here hope its useful to someone.
Thanks Rich. That's a great
Thanks Rich.
That's a great resource.
Be careful that some of these don't stomp all over GNU/GPL though..
Agree 100% Orb
This is just a resource, starting point for getting a respectable contract started.
Its good to note that the GPL is a license and not a contract.
So to clarify everyone needs to ensure all contracts honor the letter and spirit of the GPL.
OwnTerms
Another resource to consider is OwnTerms, which says:
One contract: 24ways.org
And here is an interesting analysis of one specific contract: http://24ways.org/2008/contract-killer
Sorry for not being around
Sorry for not being around for a bit, been down South traveling a bunch.
I really enjoyed that article, and I think the guy's attitude is really perfect for open-source related web work. Small details such as the bullet about 'you might even include a few jokes' is good stuff.
I also found this in my inbox today:
http://www.ivanhoffman.com/nightmare.html
It's a little annoying to read the page width as it is, but the legal facts are dead on, and the I like the opinions and conclusions expressed in it. I especially dug the part that said 'legally appropriate contracts are your business.'