Confirm Details of Verbal Conversations
Problem: Verbal conversations don’t leave a paper trail for evidence of the topic of discussion or agreement. I have often found that a verbal conversation (by phone or in person) …
Communication
Specify the Due Date of Project Deliverables
Specify the due date of project deliverables. This will give clear expectations that lead to less confusion, and a higher likelihood that your project will be delivered on time, on budget and to the satisfaction of the client.
Clarify Client Expectations
Clarify the expectations of your client. If you don’t you may find that they expect the project outcome to be a lot different than it really is. There is no …
Building Approvals
Make sure you specify in contracts and specifications that contractors are responsible for obtaining all relevant building and plumbing approvals for their work. Put that in writing but also verbally …
Document Changes to the Scope Brief
Even if there is no change in cost or schedule you should still document any changes to the scope brief. Submit those as variations to the client. This way the …
Time Charge Codes
Send time charge codes with meeting and function invitations. If you send an invite/schedule booking to team members for a meeting, staff function, training etc, you should send the time …
Get To Know Your Clients
Get to know your client contact more personally, not just their project specific details. Find out their interests, other projects they are working on etc. Possibly send them useful information, …
Learn to do presentations Effectively
Presentations are often badly made, and are boring. Don’t use lots of text in a PowerPoint presentation. A few key points on each page is better. This avoids the problem …
Prepare for Workshops and Presentations
When running or coordinating a workshop or a presentation, make sure you have a printout of all the presentation so you can easily track where the presenter is up to. …
Make Good Use of Calendar Time Scheduling
Microsoft Outlook or similar programs allow you to send meeting requests to people. This is a quick and effective way for meetings to be set without wasting time calling around …