Help you with project management and program management

manager, program manager, and management & strategy consultant. I have served clients from multiple sectors, such as – Information Technology, Software & Platforms, FinTech, Banking & Payments, Internet Commerce, FMCG, Media & Advertisement, Investment & VC Funds, and Ed-Tech, while working across Europe, Africa, Middle East and the Asia Pacific.

Following are some of my key credentials in Project Management:

Enabling the clients to integrate with tools and technologies to track ad conversions on social media
Development of the Angel Investment Ecosystem for one of the middle-eastern countries
Building a Mobile Wallet & Payment SuperApp for a Bank
Conducting research & identifying start-ups and technologies for a development bank to invest
GTM and solutioning of the FinTech venture for a FMCG/CPG company

and many more

I will be happy to help you in delivering your project, successfully – feel free to ping me 🙂

Note: The pricing and services mentioned are indicative and in line with a one-time delivery. If you are looking for support on a regular basis please reach out and I can customize a proposal for you.

Client Management –

Great Expectations. That succinctly summarizes what clients have, especially from the project managers. What can meet those expectations is effective client management.

But how do you achieve that Holy Grail of Project Management, where clients are happy with all you offer?

In this changing landscape where Agile Management and other non-linear ways of working are redefining management. How can one be an effective project manager while optimal Client relationship management regarding their expectations?

These days, Project Management is becoming less about spreadsheets, budgets, and resources and more about open communication with the client and intelligent planning.

There is no magic bullet with client relationship management, but these pointers will help any project manager avoid common pitfalls with clients. It is important for the project manager to set a positive tone with the client from the very first meeting.

Let’s understand the secrets of effective client management skills in three phases viz. pre-signing, project start, and project end.

Client Management: Pre-Signing

Know your client. When the marketing team delivers the client to your team, get a full briefing from the team. Have they promised the client satisfaction anything yet? If so, what? Try and get as many specifics as possible. Even if you might know, get the complete information from the marketing team. Some extra information, such as the client’s working style, even something informal such as their preferred mode of communication, work patterns and hours will help.

Set your team. After the initial meeting, consider the internal team members who will work best for the project. Factor in what you know about the client. Clients often want to know all about the people working on their projects, including those in remote account manager jobs, who play a crucial role in maintaining client satisfaction. If your company policies allow such information to be passed on, do so honestly.

If Agile, ensure everyone’s on the same page. The same word. Every IT company needs an employee orientation on Agile systems as they practice it. Not all Agile systems are the same, and it is best that an organization’s/project’s workflow and processes are defined upfront. Agile systems mean daily meetings with the client, likely a phone call. Ensure that this is factored into the time frame and the scope of work. As Agile systems inherently work towards more flexibility, ensure enough leeway for the same.

Note: If you are using Agile management systems, you might also need to do some introspection. This will mean your team members will be given a lot of responsibility, with a lot of collaboration, so be ready to relinquish some control. Also, choose your team accordingly.

Set up a kick-off meeting. The first meeting with the client is an important one. As they say, “You only get one chance to make a first impression.” Find that comfort zone with the client.

Make the initial meeting comfortable for you and the client. It’s important to thrash out some of the nitty-gritty during this initial meeting.

Some of the things you might want to discuss are:

The composition of the team. You could introduce the team on the phone/online if that is possible.
The scope. It is likely that the client may have glossed over some relevant points, and it is best to have a quick run-through.
Process flow. If using Agile Management, this needs to be explained to the client. The requirements from the client must be clarified at this stage.
Timelines and milestones. It is good to give specific information, including a buffer time required for approvals, etc.
Contingency plans. It is difficult to imagine a project that goes completely according to plan. The initial meeting must also discuss plans in place in case schedules, or work takes a hit. Changes in the client’s requirements can blindside any project, and it is important to address these as well.
Communication protocol. This needs to be established, keeping in mind the preference of the client. Whether it is telephone or email or instant messaging, accommodate. Unless the client asks for an impossible schedule/mode, it is best to adhere to their wishes.
Important to note: This meeting need not be about schmoozing the client (the salespeople have probably done most of it anyway). You must address what cannot be done, as well as the client’s responsibilities and roles for the successful completion of the project.

Client Management: After the Project Starts
Create clear and precise project responsibilities for each of your employees. With flat management styles, interaction with clients is just a click away. In one project, an intern fired away an email with questions to the client, questions that his manager already had information on.

Automate tracking. Use a Project Management tool to keep track of progress, schedules, and different bits of the project. Some of the applications that can be used are:

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