Project Postmortem (Behind the Scenes)

This post is part of an ongoing experiment using AI to help surface patterns hiding in plain sight. I’ve been exploring how to reflect on potential client inquiries and communication habits by reviewing emails sent and received over time.

The audit process revealed some blind spots that helped me improve systems so I thought why not apply the same technique to a difficult project from the past to see if I could learn anything.

I headed into the email archive and selected all email correspondence from a particularly stressful architectural project with hundreds of messages. I’ve anonymized the project details here (I’m calling it "X House") out of respect for the people involved. I printed them as a single PDF and then asked ChatGPT to serve as my ‘business communications consultant’ and help me look for “communication breakdowns, hidden stressors, and decision bottlenecks.”

The goal wasn’t to assign blame; only to learn from the patterns and fix my own blind spots.

Here’s what I learned:

The stress was a result of ambiguity.

The client was hesitant, often unsure, and slow to make decisions. Questions would pile up about cabinet layouts, siding types, energy systems, and trim details. The more they did so, the more the overwhelm set in and clear decisions lagged. When they did come, they often reopened earlier ones (questioning led to re-questioning).

In short:

  • Weeks of silence followed by last-minute asks.

  • Requests for redraws that reopen earlier decisions.

  • Client worry about making the “wrong” choice—without a framework to guide them.

  • Important decisions farmed out to consultants or mystery trusted ‘expert friends’... who didn’t attend meetings but weighed in behind-the-scenes.

There were long stretches of indecision followed by sudden urgency (usually on the weekend when the client had time to focus on the project). It was hard to plan around and taxing as I agreed to ride the same emotional roller coaster as my client.

To be fair, I allowed it. At the time there wasn’t a system in place to say: “this isn’t mine to fix.”

Actual chat excerpt

But there was something else. Reviewing this thread also surfaced how I communicate when under pressure. AI flagged moments where my tone became overly accommodating or vague, where I delayed saying “no,” or softened a boundary that should’ve been firm. Here were some of the communication patterns that created downstream issues (quotes are actual things I wrote, cringe!):

  • Delaying direct replies in hopes the client would self-resolve.
    “No rush on this.”

  • Burying key points inside overly long or overly polite responses.
    “I hope this makes sense, but happy to clarify further or walk through it together.”

  • Offering solutions too quickly, before clarifying whether the issue was mine to solve.
    “I can look into that and get some preliminary numbers if that helps.”

  • Avoiding reminders that a decision was overdue or already made.
    Just checking in on this again—totally understand if it’s still in process.”

There were dozens of improvements suggested, here are a few I’ve incorporated:

  • Write shorter emails with bolded action items.

  • Restate decisions when a client circles back. “Just to recap where we landed: we decided on [X] during our last review—let me know if something’s changed on your end.”

  • Respond to scope creep with a simple phrase: “Happy to explore this. Let me check how it impacts scope.”


how to run your own project postmortem audit:

  1. Pick the project. For this example, it’s the one that drained you most. You can also do the same for a great project and use that to refine your acquisition process + client avatar. You want more of those!

  2. Export all communications. Select all → Print → PDF. If you have subfolders: SD, DD, CD, CO, etc. export each separately to give ChatGPT more context. Perhaps everything goes smoothly during SD + DD but falls apart in CD and CO. You can extract those insights with this technique.

  3. Open ChatGPT (or another AI assistant). Use this prompt:

    “Act as a business communication strategist with special expertise in architectural design, construction and documentation. I’ll share all emails from a past project in a single PDF. Help me identify patterns of stress, confusion, or poor decision-making. Be specific and actionable.”

  4. Prompt for deeper insights. Use follow-up prompts like:

    • “Where do you notice tension or confusion building?”

    • “Which replies signal scope creep or boundary slippage?”

    • “What could I have said earlier or more clearly?”

    • “Which of these issues created the most downstream effects? Prioritize them.”

    • “How many times was this decision revisited?”

    • “Was the client ever given a clear, bounded choice?”

    • “Where did I continue designing without key decisions locked?”

  5. Improve your Process. Ask:

    • “What systems would’ve helped here?”

    • “What template or script might I reuse in the future?”

    • “Where did I unintentionally signal I was responsible for something I wasn’t?”

    • “Which messages created more work down the line, even if they seemed fine in the moment?”

    • “What else haven’t I asked that would be important to know?”

  6. Build better Systems. After gathering insights, prompt ChatGPT to help you design new tools:

    “Based on this thread, suggest specific tools, templates, or boundary-setting phrases I should develop. Focus on making communication clearer, reducing decision fatigue, and protecting my time.”

    Then ask: “Which of these patterns are likely to show up in future projects—and how can I systematize my response?”

    Use the feedback to draft:

    • A boundary-setting phrase bank

    • A “pending decisions” tracker shared with clients

    • A visual timeline that flags who decides what—and when

Taking it further

This kind of audit works for any aspect of your life that flows through your inbox. One of the most useful ways I’ve applied it lately is reviewing the last 30 days of sent emails. Export them as a PDF, then ask ChatGPT to look for patterns: Do I delay responses until a problem escalates? Do I soften direct feedback? Overuse certain phrases? Come across as vague—or domineering? Am I unintentionally assuming more risk than I should?

That last one can be particularly costly.

I hope this helps you spot habits you weren’t aware of, and once you do, you can begin re-wiring some of your defaults.

Kaizen in 2024

I don’t know about you, but I bristle at all the, “New Year, New You” post-holiday admonishments we hear every new year. As if we have to completely reinvent ourselves to make any kind of progress.

Typical new year resolutions set aggressive goals (tripling revenues, more projects, better clients, etc.), then force you to make equally major changes to achieve them.

It may feel like the ‘right thing to do’ as the CEO vision-casting the year ahead from your studio desk in early January. But in my experience, all too often it ends in burnout, frustration, and failure. By February you’re back to old habits, grinding it out, doing what you’ve always done.

I believe you can achieve more each year by focusing on small, continual improvements.

Improve what’s already working and gradually upgrade and phase out the things that aren’t.

The Japanese call this Kaizen, a practice of making continuous, incremental improvements in processes, products, and services. The goal is to enhance efficiency, quality, and overall performance gradually over time.

It’s similar to Apple releasing an update to iOS. They don’t throw out the entire code base and start over, they release patches and updates to fix bugs, add features and plug security vulnerabilities.

Instead of making major changes every January, I keep the word Kaizen at the top of my Notion dashboard and it’s become a guiding principle for the business. Think of all the small improvements you can make each week and implement a daily routine for checking them off your list. It’s easy and it’s attainable.

The Pareto principle can show you where to start.

The Pareto Principle, also known as the 80/20 rule, can help you prioritize your efforts for maximum impact. The principle suggests that roughly 80% of the effects come from 20% of the causes.

  • 80% of your revenues will come from 20% of your clients.

    • Implement a referral system to access their network to bring in new leads or ask about their next project (ready to start on that guest house?, brand new ADU incentives in '24, etc.) Keep it simple.

  • 80% of your new clients will come from 20% of your marketing.

    • What top-of-funnel activity can you do each day to find new (+ better clients)? One social post a day: maybe a sketch each morning posted to IG?

  • 80% of your challenges are coming from 20% of something in your career or business (i.e. - not enough work or revenue, client X is terrible to work with, collaborator Y takes all my time, boss Z is a micromanager)?

    • Focus your efforts on these critical issues first. Take small steps each day to make the change you’re seeking.

Small changes aren’t nearly as exciting as, “Triple my revenues this year.” But, they can be more impactful because they compound over time. If you invest in ‘average’ index funds, you know this to be true:

 
 

So to get more done in 2024 here’s an 80/20 challenge for you: what's something you're going to apply Kaizen to this year?

If you don’t know where to start, think about all the systems and processes you rely on each day but are repetitive and take time to execute. Formalizing your SOPs, creating branded templates and processes are table stakes for achieving bigger things with less overwhelm and higher profit margins.

Here’s a few examples:

Create presentation templates for client meetings. Do you search through the countless project folders to find a presentation you can cannibalize? I used to do that. Now I use pre-formatted templates when I need to prepare for a presentation. I have one for hardware + fittings, lighting fixtures + devices, interior + exterior material palettes, plumbing fixtures and just last year a new one for interior design + furnishings. The fonts are preset and my branding is there, so I simply paste in images of the relevant products and compose the presentation. I can export it as a PDF and then send it to the client after the meeting for their review and comment. A consistent look across all my documents is a professional deliverable that commands a professional fee.

Do you spend a lot of time answering prospective clients’ questions? Create a simple document that answers the most common questions you know every new client has. Talk about your process, your fee structure, and how long a typical project takes to design. This positions you as the expert, builds trust and allows those who aren’t a good fit to self-identify. Net effect: it reduces hours of back-and-forth answering the same rote questions everyone asks.

There are more of course and a few small improvements made each week will net massive results by the end of the year. If you’d like to shortcut the process, I’ve packaged up and included these documents in my Startup Toolkit, designed exclusively with the needs of design professionals in mind. Field-tested, beautifully designed and curated and on-sale through this Sunday (1/28/2024).