Some useful techniques to set, monitor, manage and reset client
expectations and increase the probability of successful project implementation
are:
o Identify your
stakeholders. Who has a vested interest in your project? Who has resources you
need or will ultimately approve your project? Make sure you build a good
rapport with these people.
o Establish success
criteria. You and your client should agree on what constitutes project
completion. If you don't achieve this understanding, you may never finish the project.
Criteria are especially important on fixed-price deliverable tasks.
o Get a solid start.
Conduct thorough kickoff meetings and carefully document objectives, milestones
and client responsibilities.
o Review project status.
Maintain a project plan. Review it weekly or biweekly with your team and the
client.
o Know your contract.
Refer back to it before agreeing to additional tasks. You are responsible for
controlling the scope of work and changes to it. Ignore the contract at your
peril.
o Be careful what you
promise. Be willing to say no - nicely, at first, and more strongly when
necessary - either when something your client wants is not in the baseline
requirements or statement of work or when a request is unreasonable or
unethical. Furthermore, you want to say no when it is something that would not
be in the client's best interest. In such a case, you can say, "Our
experience tells us that...." But when you must say no, try to offer a
more attractive alternative that solves the client's problem.
o Actively seek feedback.
Be willing to listen to your team members and client regarding what is and
isn't going well. You can't fix a problem if you don't know about it. The issue
you ignore or refuse to hear about could surface at a later date to torpedo
your project.
o Avoid surprises. When
you discover potential problems with the project - such as risks and
limitations - that may affect the outcome, develop contingency plans.
o Communicate regularly.
Recognize the major client relation danger signs such as a lack of regular
communication between you and your client, fear of talking to your client about
something specific or, even worse, about anything at all, or uncertainty about
your client's approval of what you are going to deliver.
o Be proactive. Get your
project out of trouble by listening to clients and understanding their
concerns. You can bring an executive when you need to demonstrate commitment or
when you have bad news. Finally, be honest: It's easier to remember the truth
you told a month ago than the lie you told yesterday.
Copyright 2009 Michael Lisagor
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