Client Care Flashcards

1
Q

Why is identifying all clients, colleagues and stakeholders important?

A

To ensure input into the brief as necessary from all parties and establish clear roles for the project team.

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2
Q

Are there behaviours that you would deem inappropriate to establish a good working relationship?

A

Being forceful with a potential client and any activities that are not professional or in line with rules of conduct.

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3
Q

How do you establish a good working relationship with your clients?

A

Regular contact, sharing helpful market insights, proactive approach.

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4
Q

Do you have an example of when you have struggled to establish a good relationship with a client? What did you do to overcome this?

A

I haven’t experienced this however I do understand that all clients have specific needs and that my approach must be tailored to suit these.

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5
Q

Why is it important to understand a clients requirements?

A

To ensure that the project brief as well as the project teams actions are aligned with these requirements to provide a high standard of service.

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6
Q

How do you go about understanding a clients requirements?

A

By arranging meetings and workshops to understand their brief for the project works.

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7
Q

Why are measurable targets important for a project?

A

To allow these to be tracked throughout the project and at the project. To define the success of the project.

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8
Q

Can you please provide an example of a measurable target?

A

Performing within a project budget / programme milestones / H&S / Quality issues at PC.

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9
Q

Can you please provide an overview of your company’s complaint handling procedure?

A

Acknowledgement within 5 days.

Response in 10 days.

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10
Q

Have you every received a complaint from a client?

A

No.

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11
Q

What is a KPI and how are they used in the projects you are involved with?

A

Key Performance Indicator.

They will be used to inform the client brief and will be referred to throughout the project.

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12
Q

How do you establish KPI’s for your client?

A

Regular meetings with them and their stakeholders.

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13
Q

How do you define a successful project?

A

If it is completed in line with the KPI’s and client brief.

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14
Q

Could you please provide us with some of the latest market trends?

A

Hybrid working, sustainability, high interest rates, Ukraine conflict.

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15
Q

Why is it important for your client to be aware of the latest market information?

A

As this may have an impact on their project so it is beneficial to forewarn them.

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16
Q

What is some market news that you are currently aware of?

A

MJ Lonsdale recently going bankrupt.

17
Q

What are your typical project deliverables?

A

Arranging meetings, minutes, agendas, client brief, effective management of the team

18
Q

In what form do you work closely with your client during the briefing period?

A

I arrange regular project meetings with them and their stakeholders.

19
Q

What stakeholders will you seek input from as part of the briefing process?

A

Design Team, Leasing Agents, Facilities Manager, Property Manager

20
Q

What questions would you typically ask of the client during a briefing meeting to ensure you are understanding their requirements?

A

Quality aspirations, number of employees, number of meeting rooms, budget, move-in date.

21
Q

Why is it important for the client brief to be referenced throughout the project?

A

To ensure the project is being delivered in line with the brief and proactively identify when it is not.

22
Q

What would you do if you realised that the client brief was not being met?

A

Arrange a meeting to discuss the divergence from the brief and understand how this can be rectified. The put this to the client.

23
Q

What is some of the latest market information produced by your company?

A
  • Flexible office space and direction to more flexible design.
  • Cat A+ trends
  • The correlation between EPC and office leasing
  • GreenFit - service line for whole project involvement for carbon reduction
24
Q

Why is it important to identify colleagues as part of your involvement in a project?

A
  • Colleagues may be working on the project.
  • Colleagues providing other services for the project such as agency advise.
25
Q

How do you establish a good working relationship with stakeholders during a project?

A
  • Regular meetings and dialogue.
  • Involve them during briefing to ensure good project understanding.
26
Q

How do you establish measurable targets with your team?

A
  • Client briefing.
  • Team engagement around budget and key programme dates.
27
Q

What is an example of measurable targets in your projects?

A
  • Not exceeding a certain budget.
  • X No. of snags at completion.
28
Q

How do you ensure measurable targets are achieved in your projects?

A
  • Regular updates from the project team.
  • Ensuring these are referred to regularly
  • Included in contracts / appointments.
29
Q

How do you evaluate the success of a project?

A
  • Referring to any measurable targets / KPI’s
  • Client qualitative feedback.
30
Q

What is an example of tailored advice that you provide relevant to your evolving market?

A
  • Appointment of duty holders under BSA.
  • Inflation rate at current.
  • Large MEP sub-contractor being insolvent.
31
Q

Would you change the client brief throughout a project?

A
  • Yes if something became unfeasible or as a result of a client change.
32
Q

What would you typically not as an exclusion within your fee proposals?

A
  • VAT
  • Programme extensions
  • Disbursements
  • Certain scope areas i.e. Furniture
33
Q

Aside from a resource based fee, how else could you inform a proposed fee?

A
  • Fixed percentage
  • Performance based
34
Q

What does ISO 9001 relate to?

A
  • Business improving Quality
  • Planning, doing acting and checking
35
Q

Other than Professional Indemnity Insurance, what other types of insurance would your company hold?

A
  • Third Party liability Insurance
  • Employer’s liability Insurance
  • Public liability
36
Q

How long does your organisation hold client records for?

A
  • 12 years
37
Q

What sort of complain triggers the requirement for a complaint to follow complaint handling procedure?

A
  • Written Complaint.