Description
Modules
Account Progress Reviews with the Client
Account Progress Reviews with the Client includes preparation, comprehensive agenda items (including business updates, performance, sales & client/supplier interaction), key points to raise & post review actions.
Account progress reviews should be held between the client’s representative responsible for managing the supplier and the supplier’s account manager, and should take place on a monthly basis. The client contact will probably regard it as ‘their’ meeting. If they want to formally review progress on a less frequent basis you’ll have to find another way of getting together every four weeks or so, maybe informally. You will certainly need to get together fairly regularly on an informal basis anyway if only to develop the working relationship.
These reviews do not formally review individual assignments, projects, services, people placements or products although they are all likely to be referred to in one way or another during the course of the review, particularly if there are issues.
Suppliers usually prepare a progress report which may be submitted to the client contact a few days before the meeting; this module also provides the process/content which can be used to structure the report.
Total Checks & Tips: 49
“together, supplier & client must review progress, issues and plans on a monthly basis”
Interviews Conducted by the Client
Interviews Conducted by the Client includes objectives, research, questions asked, questions to raise & post interview review.
Whenever you or anyone representing your company, including third parties, need to go through an interview process conducted by the client it must be taken very seriously and prepared for in the same way as if a permanent position was being applied for.
There are various reasons why the client may require an interview process including covering for an absent member of staff, a specific assignment, a particular service or product, vetting your company’s credentials, evaluating whether an individual or your company are compatible with the client’s own organisation, etc.
In addition to comprehensive research and preparation, it is vital there are rehearsals in the form of role plays which focus not only on the credentials required to carry out the actual work or provide the service, personnel or product, etc. but also style, manner and cultural fit. A devil’s advocate approach should also be taken as client interviews can sometimes be quite difficult even though the work, service, people placement or product is eventually commissioned as expected.
Total Checks & Tips: 131
“never cut corners when preparing to meet any client contact, at any level, at any time”
