Client Care Flashcards

1
Q

What do you understand by client care?

A

Client care is a continual process through the duration of a project of understanding the clients requirements, suggetions, complaints etc. and acting through service to best meet these requirements. This can include:

  • Understanding the clients needs & requirements
  • Having a complaints handling procedure in place.
  • Quality Assurance Procedures
  • Key Performance Indicators
  • Client Satisfaction questionnaires
  • Looking out for the clients best interest
  • Client feedback meetings
  • Lessons learned workshops
  • Identifying the appropriate scope of service
  • Defining the client brief.
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2
Q

What is a stakeholder?

A

A person or organisation who has an interest in the project.

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3
Q

Why is client care important?

A
  • To retain existing clients and secure repeat business.
  • To reduce the likelihood of conflict
  • Maintain a strong reputation within the industry and so attract further clients
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4
Q

How do you conduct yourself with a new client?

A
  • Polite
  • Friendly
  • Well presented
  • Respectful
  • Welcoming
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5
Q

How do you build trust with the client?

A
  • Learn about your client and their objectives
  • Only act within your level of competence
  • Always act in a professional manner.
  • Always provide a high level of service
  • Be transparent
  • Being always open and honest
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6
Q

What is the main difference between a client and customer?

A

The main difference is that an ongoing business relationship is formed with a client whilst this is not generally the case with customers.

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7
Q

What is the term ‘soft landings’ reffering to?

A

A strategy to ensure the transition from construction to occupation is ‘bump-free’ and operational performance is optimized.

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8
Q

What is a lessons learnt workshop?

A

A review of the recent failing of success on a project:

  • Putting a procedure in place to prevent the failing happening again, or
  • Review the success and share with others.
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9
Q

How do you act upon feedback received from the client?

A
  • The feedback is formally recorded.
  • We share the positives with the project team and then review how the negatives can be worked upon.
  • Feedback is fed through the lessons learnt process
  • Monitor progress on improving negatives
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10
Q

What are KPI’s?

A

Key Performance Indicators
These are used to measure the performance of our supply chain.
They can also be used to measure business performance against others.

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11
Q

Can you provide examples of a KPI?

A
Number of defects/snags 
Construction cost overrun 
Achieving programme milestones 
H&S scores 
Environmental Scoring 
Use of local labour 
Profitability
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12
Q

Why is it important to maintain existing client relationships rather than just building on new ones?

A
  • A large percentage of business is won through repeat business.
  • People/ organisations like to work with people/organisations that they can trust
  • Maintaining existing client relationships will promote a positive image of the individual and the company
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13
Q

How do you manage clients expectations?

A
  • Agreeing on strategy, goals and timelines.
  • Being open and Honest always
  • Offering advice and direction within the scope of service.
  • Being a good listener and understanding expectations
  • Regularly communicating and addressing problems directly.
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14
Q

What is a complaint?

A

An expression of dissatisfaction. Complaints generally arise when expectations have not been met.

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15
Q

How would you deal with a complaint from a client?

A
  1. Acknowledge receipt of the complaint
  2. Notify the appropriate person in the business (complaints handling manager).
  3. Appoint a person to carry out an investigation
  4. Identify the outcome and course of action to rectify
  5. Formally respond to the client, communicate the outcomes and course of action for correction.
  6. If the client is unhappy with the outcome, they have the right for seperate review or mediation.
  7. If the client is still unhappy, they have the right to refer to independent dispute resolution

a. Communicate the lessons learnt internally
b. Review at a pre-determined date in the future.
c. Inform insurers

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16
Q

What information would you expect to see in a clients brief?

A
  • Services Required.
  • Insurances required.
  • Terms of appointment
  • Duration of appointment
  • Client Procedures and policies
  • Key drivers for success.
17
Q

What might be excluded from a consultant fee proposal?

A

VAT
Disbursements
Dealing with Claims
Services which are not required

18
Q

What might be included in a consultant fee proposal?

A
Scope of service 
Terms of appointment 
Basis of pricing 
Information on team including CV's and qualifications 
Project details 
Timescales 
Insurances 
Exclusions 
Assumptions
19
Q

How would you go about calculating a professional fee for a new commission?

A

In my role, i don’t calculate a fee for a commission but need to try estimate the fees we will be proposed for different items of work within the technical budget.

  1. understand the project scope, key projects details, budget and scope of service
  2. Assess the resources that would be working on the project and then hourly rates.
  3. Estimate the about of time required to complete the service by each member of the project team.
  4. Review this fee against the project budget.
20
Q

Could there be any issues (from a client perspective) with having all professional services delivered by one consultancy practice?

A

Yes - if the consultantcy is having any internal issues it would be felt across all projects rather than just a couple. I.e. Resourcing issues.

It can also be advantage as each company becomes familiar with how each other work and mutual relationship and respect is built. In cases this can work in your favor when services are needed urgently

21
Q

Once you and your client have verbally agreed the services to be provided, what would you do next?

A

Follow up in writing to confirm terms & conditions, fee and scope of service.

22
Q

What is a consultant appointment document?

A

Appointment documents are terms and conditons for services being provided by a consultant to the client.
RICS have a standard form of consultant appointment if the business does not have their own.
CPPLC have their own appointment document specific to certain consultants.

23
Q

On what grounds might you ask the client for additional fees?

A
  • Dealing with an insolvency contractor
  • Delay to programme due to contractor fault
  • Increased scope of service.
24
Q

On what grounds might you ask the client for additional fees?

A
  • Dealing with an insolvency contractor
  • Delay to programme due to contractor fault
  • Increased scope of service.
25
Q

Give examples when you should decline an instruction of new work from a client?

A
  • There is a conflict or potential conflict of interest
  • The instruction would require an illegal or unethical action
  • There is a conflict with RICS rules or standards.