Understanding and Meeting Client Expectations

Complete the Web Exercises at the end of Chapter 5.

5.7 Locate and Analyze Information Online Related to Managing Client Relationships

https://www.pmi.org/learning/library/project-relationships-stakeholder-circle-8092Links to an external site.

"Managing Client Relationships."

There are several scenarios and theories on the subject but they all surround basic truths which largely agree so if you pick one expert from the Web as opposed to another it does not matter. Just be sure to cite your sources. Instructions begin on page 158. You should follow the instructions in your text then complete and upload a Word.doc with your research summarized.

Hint: At a minimum, I am looking for 5-7 good practices relative to the subject which should be well identified and explained. You only need to complete Web Exercise 5.7 only.

Full Answer Section

       
  • Listen Actively and Seek Feedback: Understand the client's goals, both macro and micro, and tailor your approach to meet their specific needs. Regularly solicit feedback to ensure satisfaction and identify areas for improvement.

  • Be Transparent and Honest: Openly communicate about challenges, limitations, and potential setbacks. Honesty builds trust and manages expectations effectively.

  • Respect Their Time: Be mindful of client's time by being organized and efficient in communication, meetings, and requests. Avoid unnecessary delays or requests for information.

  • Show Appreciation and Build Personal Connections: Acknowledge their business, express gratitude for their partnership, and take the time to build rapport on a personal level. Remember important details about their business and preferences.

Sample Answer

       

Here are 7 good practices for managing client relationships in project management, synthesized from various sources:

  1. Establish Clear Communication Channels: Set expectations early regarding communication methods (email, phone, project management software), frequency, and response times. Proactive and transparent communication builds trust.

  2. Regularly Update Clients on Progress: Keep clients informed about project milestones, potential roadblocks, and any changes to the timeline or budget. Transparency is key to a strong client relationship.

  3. Be Proactive: Don't wait for clients to reach out with concerns. Anticipate their needs and provide regular updates, address potential issues early, and offer solutions before they become problems.