Rigor in process around project management is not enough to stay professionally relevant. In fact, the nature of our work is such that process may not need to be our primary focus. One PM shares how certain situations can inform us about when process should be emphasized and when relationships should matter more.
You are in a room with customers and have two minutes to explain your project. Are you ready with the project brief?
As project managers, we sometimes forget that the way that our projects are executed is not always clear to our customers. Making sure that the customer understands the different approaches is critical.
A client project is a disaster, and they want to cancel the project. Would you be willing to step in as project manager? Can you help rescue the project and rebuild the fragile client relationship? Employ crisis skills to find success.
For customer-facing organizations, customer relationship management is more than just a sales tool, it’s project initiation manifested. Here, we look at how organizations can better integrate their sales and delivery processes to the benefit of both sides of the business as well as the customer.
It appears that not much has changed in regard to customer relationship management success. Despite the advances in data analytics, predictive modeling and Big Data mining, the harsh reality is that the drivers of CRM have essentially remained unchanged. As we approach the halfway mark of the new millennium’s second decade, isn’t it time to rethink CRM?
For many organizations, a sales cycle is a project--but virtually no one manages it that way. Why not? The answer of course is that no one views a sales cycle as a project...and that's a mistake.
How you manage your customer’s expectations will to a great extent determine the relationship you have with them. There are many different methods and ideas on how to manage customer expectations. Which one will you choose?
We often focus on stakeholder management from the viewpoint of the consultant or internal IT staff. What if you're an outsourced supplier in another country? How does customer and stakeholder management differ?
When we are building a development team, it’s important to have a balance between all of the different elements. How do you balance the need for cost effectiveness with the need to build an experienced team?
Everyone gets a difficult customer every now and then. The project manager must learn to deal with them while getting the job done at the same time. Having a planned approach ready can help create a positive outcome.
This comprehensive presentation covers all of the basics of Seibel 7 Workflow Processes.
Putting together a whole new customer service model (CSM) is a challenge, particularly if you do it in less than a month. This sample report in Word is an in-depth analysis of a business problem re: customer service/helpdesk and a detailed set of recommendations and plan for how to reengineer the business to improve customer service operations.
Whether you are selling products and services or selling a project itself, it doesn't hurt to brush up on your sales skills.
A total roll-out of Siebel, including Rapid Application Development phases, testing, training and even change management is in this comprehensive Microsoft Project plan.
Are your customers getting the service they want from your Call Center? Do you need to implement a Customer Relationship Management (CRM) package to improve Call Center service? Use this Microsoft Project plan to assess the fit of a CRM package into your business.
Looking for a training tool that will evaluate as well as guide you? Here's an example of how to define and analyze basic job competency for a relationship mangement specialist.
Based on Clay Carr's Smart Training concept, this PowerPoint presentation outlines the concept of performance and guides you through each step of the performance cycle.
This checklist will help you assess your user and technical requirements for accuracy, completeness and quality.
Code is a developer's signature on a software project, and not all developers play by the rules of good coding standards. Ensure that your development team leaves a coding legacy that not only implements the application at hand but can be understood by others and maintained during future development cycles.
How do expectations and desires become a project? Use these worksheets to transform objectives into concrete requirements and steps that can be accounted for throughout the project.
Has your system been properly tested by phase (unit, integration, user acceptance), and do you have the formal sign-off of approval to proceed?
Are you about to select a commercial Relationship Management application? State exactly what you need. This thoroughly constructed sample RFI to solicit application package information from vendors will save you hours of work. Modify it to suit your requirements.
Here is a solid outline of a plan for testing individual development components in context with the overall system.
Are you signing a contract to outsource a software development project to a vendor? Ask these questions to make sure you know what you're getting and are getting what you are paying for.
This thorough and detailed assessment is a series of five checklists designed to guide you through the entire project lifecycle from start to finish: planning, analysis, design, construction and implementation.