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Client Relationship Management
Business Skills Training Overview

You will manage client relationships during various phases of a project's life cycle.

Course Objective:

Upon successful completion of this course, students will be able to:

  • manage client relationships during the project initiation and planning.
  • manage client relationships during project implementation and close-out.
  • manage interaction-based causes of project failure.
Prerequisites

There are no prerequisites for this course.

Target Student;

This course is intended for managers, supervisors, team leaders, and individual contributors that need to manage relationships with critical customers.


Hardware Requirements

If you wish to use the overheads provided on the CD-ROM, you will need to set up a computer for yourself. If time allows and you wish to use the business simulations provided on the CD-ROM in the classroom, you will need to set up a computer for each student participating in the class.
  • A Pentium® III with 500 MHz (or better), or Macintosh® Intel-based or PowerPC G4 (or better) processor.
  • At least 512 MB of RAM.
  • A monitor capable of 1024 x 768 screen resolution and 32-bit color display.
Software Requirements

Each computer requires the following software:
  • Microsoft® Windows® 7, Windows Vista®, Windows XP (Professional or Home Edition), Windows 2000, or Apple® Mac OS® X 10.4 (or higher).
  • Microsoft® Internet Explorer® 7 (or higher), Mozilla® Firefox® 2 (or higher), or Apple® Safari® 2 (or higher), with pop-up blocking turned off.
  • Adobe® Acrobat® Reader® 6.0 or higher and Adobe® Flash® Player 8 (current version recommended). .
Course duration

1.0 Day(s)


Business Skills Training outline

Lesson 1: Managing Relationships During Initiation and Planning
  • Topic 1A: Understand the Project Life Cycle
  • Topic 1B: Maximize Client Satisfaction
  • Topic 1C: Manage the Four Dimensions of Relationships
  • Topic 1D: Build Relationships During the Project Initiation
  • Topic 1E: Develop Relationships During Project Planning
Lesson 2: Managing Relationships During Execution and Close-Out
  • Topic 2A: Manage Interactions During Project Implementation
  • Topic 2B: Perform a Close-Out to Extend Relationships
  • Topic 2C: Exceed a Client's Expectations with a Service Plan
Lesson 3: Managing Interaction-Based Causes of Project Failure
  • Topic 3A: Examine Interaction-Based Causes of Project Failure
  • Topic 3B: Manage the Failure of an Unclear Definition
  • Topic 3C: Overcome Problems with Risk Management
  • Topic 3D: Deal with the Failures of Poorly Managed Handoffs
  • Topic 3E: Manage the Failure of Untested Assumptions
  • Topic 3F: Manage a Lack of Sound Communication

Please contact your training representative for more details on having this course delivered onsite or online

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