Interact with clients on a business level
Review client’s business domain
1.1 Research organisational service standards, values and culture to understand the organisational environment
1.2 Investigate and document the goods and services provided by the organisation
1.3 Review current service level agreements (SLAs) if appropriate
Develop new business with client
2.1 Research client service needs and preferred level of service
2.2 Research opportunities for new business with client
2.3 Develop draft proposals to cover these new initiatives
Negotiate new business initiatives
3.1 Conduct a session with the client to present the new opportunities
3.2 Present proposals to the client in a clear, concise and comprehensive manner
3.3 Present proposed cost and timeframes to the client
3.4 Negotiate the terms with the client and record alterations if required
3.5 Clarify areas of uncertainty or disagreement
3.6 Document the agreement negotiated with the client
Monitor, adjust and implement procedures to maintain client focus
4.1 Assess progress in achieving new client initiatives
4.2 Gather client feedback to improve the proposals
4.3 Adjust the service provided to the client based on client feedback and in line with organisational guidelines
4.4 Document changes to new provisions
Requirements
You are an IT Project manager, your role is interact with clients at a management level and lead your team in right direction.
Your roles are to:
• Research and document client’s organisational service standards, values and culture to understand the client’s organisational environment
• Investigate and document the goods and services provided by the client’s organisation
• Define and review current service level agreements (SLAs)
• Research and define client service needs and preferred level of service
• Research and document opportunities for new business with client
• Develop draft proposals to cover these new initiatives
• Present a document of proposals to the client in a clear, concise and comprehensive manner
• Present a chart of proposed cost and timeframes to the client
• Negotiate the terms with the client and record alterations if required
• Define how do you clarify areas of uncertainty or disagreement
• Document the agreement negotiated with the client
• Define how do you gather client feedback to improve the proposals
• Adjust the service provided to the client based on client feedback and in line with organisational guidelines and Document changes to new provisions