Client Care Flashcards

1
Q

How do you get knowledge of the client’s brief?

A

Line Manager briefing on project details.
Review appointment documents and fee submission.
Notify team members and client.
Seek clarification from client during work.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

How do you go about understanding the client organisation and doing things?

A

Review fee submission and scope.
Assess appointment documents.
Seek input from colleagues/Line Manager.
Gather information on client procedures.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

What did you discuss with the Client and how did the format of the cost estimate change? (Firemen’s Cottages)

A

Executive Summary
Introduction
Design Basis
Financial Basis
Schedule of Accommodation
Exclusions and Qualifications
Estimate Analysis
Appendices: Quants breakdown, Document Register, Executive Summary changes for consistency.

Format Change: changes to the Executive Summary section so that it incorporated the same format and information of their internal reporting summary forms for ease of transfer of information.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Why regular catchup meetings? (Peabody)

A

Monitor cost increases
Inform client promptly
Prompt client decisions
Strategic cost management

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

What issues would be raised? (Peabody)

A

Cost increase from last report
Budget comparison
Remaining contingency
Recent large expenses
Anticipated cost impacts

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

What input was provided by the client? (Peabody)

A

Assess additional funding availability
Decide on variations
Prioritize works if needed
Adjust budget accordingly to stay within limits

How well did you know this?
1
Not at all
2
3
4
5
Perfectly