Client Management
Client Management Part 2
PM Fundamentals
PM Fundamentals Part 2
Charm School
100
Top Priority of PM Role
What is Client Satisfaction
100
Effective ways to manage open items and due dates Planning your day Reacting to changing priorities
What is a To Do List Management?
100
The predecessor activity must finish before the sucessory activity finishes.
What is Finish-to-Finish?
100
The predecessor activity must finish before the successor activity can start. This is the most frequently used type of dependecy.
What is Finish-to-Start?
100
The 5 aspects of Professionalism
What is Character, excellence, Attitude, conduct, competency
200
Increasing your confidence in your ability to deliver effectively.
What is -Becoming an exper in clients plans/provisions... -Know your Master Service Agreement, SOW -Know your SLAs -Know your processing end to end
200
Controlling your emotions in a very emotional situation Steps to dffisue/calm situation Knowing when to escalate
What is Handling Difficult Conversations?
200
In This process, the project manager defines and documents what and how information will be shared with stakeholders throughout the rest of the project.
What is Plan Communications?
200
The final step before builing out the project schedule is to estimate the duration of each activity.
What is Activity Duration?
200
The conduct, aims, or qualities that characterize a person or profession
What is the empyrean definition of professionialism
300
The golden rule for setting appropriate expectations for delivery.
What is 'under commit and over deliver'
300
Having a well-defined Statement of Work. Change orders should be billed based on value as much as actual effort.
What is Effective Out of Scope Management?
300
Clients, Participants, CEO ('RICH')
What is Key Stakeholders?
300
Throughout the execution phase, the Project Manage audits the quality control plan to insure that the quality controls implemented in the planning phase are being adhered to.
What is Perform Quality Assurance?
300
verbal, non verbal, visual, written
What is types of communication?
400
Tips for handling difficult conversations.
What is -Controlling your emotions in a very emotional situation OR -Knowing when to escalate OR -Steps to diffuse/calm a situation
400
Captures specific around issues that caused disruption to participant's coverage.
What is Root Cause Issue Tracking Template?
400
Performance garuntees against which we agree to put a % of our ongoing fees at risk.
What is Service Level Agreements?
400
Project Dashboards Processing Calander Test Plans SLA's
What is Monitor and Control Project Work?
400
interrupt, multitask, be inappropriate, dress too far above or below the client standard, come in and out of the meeting...
What are things not to do in a sales meeting.
500
1 document found within the PM Tooklit.
What is --Open Items List Tracking OR --Risk Tracking Document OR --Change Request Template OR --OE Enrollment Project Plan OR --Root Cause Issue Tracking Template OR --Ongoing Processing Log OR --Participant Issues Log
500
Standard spreadsheet format that outlines the description of the risk, category, impacted functional areas, and severity risk of the project.
What is Risk Tracking Document?
500
This document details the plans, populations, and services we have agreed to provide to the client as well as what is typically in scope and out of scope.
What is Statement of Work?
500
Obtain final approval from the client and key stakeholders Conduct post-project review Document lessons learned Release resources
What is Closting The Project?
500
Greg Tunstall, Melanie Bates, Adam Hochman
Who is the empyrean sales team?
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