Client Management Strategies

Skills for Building Stronger Client Relationships

This program focuses on the skills and perceptions required to build, assess and manage client relationships effectively. Targeting engagement managers, this program is highly interactive, with 60% of the instructional time devoted to group work and role play. In addition to relevant and thought provoking content, the program uses. "case challenges" that require the participants to develop strategies for dealing with various client issues and then role play their solutions. Pre-work including a conflict style assessment and case material is provided electronically.

Audience: Managers

Customizable Format

Duration
Classroom Instruction 1 day
E-learning 30- to 45-minute modules
  Self-paced
Course Objectives | Topics | Related Materials

 

Objectives

Understand Client Behavior

  • Identify why client management is important
  • Recognize issues that affect client relationships
  • Identify key stakeholder issues that appear during an engagement
  • Assess the state of client management interactions and strategize ways to improve relationships
  • Identify action steps to take to improve client relationships
  • Feel confident when handling difficult client activities
  • Topics
  • Cycle of successful client management
  • Relationship markers
  • Current position
  • Identifying alarms
  • Style interactions
  • Managing conflict
  • Reassess the client relationship

Related Materials

Programs | Customization