How to Keep Client Projects on Track (Infographic)
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How to Keep Client Projects on Track (Infographic)
Managing client projects is easier when you have rock-solid processes in place! Identify issues long before they become problems, stay on top of all of your documentation, and keep your project running smoothly.
Project Management: Daily Tasks
- Monitor urgent tasks
- Follow up on late tasks
- Monitor team… Read more »
Managing client projects is easier when you have rock-solid processes in place! Identify issues long before they become problems, stay on top of all of your documentation, and keep your project running smoothly.
Project Management: Daily Tasks
- Monitor urgent tasks
- Follow up on late tasks
- Monitor team workload
- Reassign work for all staff who are over capacity
Project Management: Weekly Tasks
- Provide weekly update for team & management
- Provide weekly update for client
- Scan the weeks ahead for potential roadblocks
- Alert client to any client-related deadlines coming up
Team Meetings and Client Meetings
- Publish meeting dates in advance
- Let participants contribute to meeting agendas in advance
- Attach meeting minutes to published schedule, so all can access
- Transfer all tasks into project management software immediately
Handling Exceptions
- Address impact of missed internal deadlines — do this daily
- Manage client expectations — early and often
- Document procedure for handling client escalations
- Document procedure for handling emergency client requests
Client Care
- Send timely holiday greetings
- Set up tasks to remind you of client birthdays and anniversaries
- Show appreciation, celebrate milestones
- Never let more than 10 days go by without communication
Don't miss a step! Use the free Ongoing Client Care template to guide you once your progress is underway: /templates
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