Client care Flashcards

1
Q

Tell about why it is important to develop long-term client relationships.

A

Developing long term client relationships assist in creating a positive reputation and also recurrent business which improves with time.

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2
Q

Tell me about the different stakeholders you have come across in your role.

A

CCG, Director, Board member, Different departments, NHS England, Department of Health.

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3
Q

Tell me about how you have tailored your client care to one of these stakeholders. Why is it important to you to set objectives?

A

My directors need to be informed constantly on key cases but are very time pressured and to address this I summarize the information into a concise update tracker with next steps clearly highlighted.

Objectives determine the direction we are heading in, it is better to set these early on so mistakes can be avoided.

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4
Q

Tell me about your duty of care towards your clients.

A

The principle of duty of care is that you have an obligation to avoid acts or omissions, which could be reasonably foreseen to injure of harm other people. This means that you must anticipate risks for your clients and take care to prevent them coming to harm.

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5
Q

How have you defined your scope of services within the limits of your competence and PI insurance?

A

Answer

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6
Q

How do you set fees?

A

Either hourly, fixed rates, % basis.

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7
Q

How have you used standard forms of appointment?

A

I have used standard forms of appointment in appointing a building surveyor to cost dilapidation works.

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8
Q

What mechanisms are contained within an appointment document? What insurance requirements are you aware of (both legal and RICS)? How are stakeholders identified?

A

Remineration, Arbitration/litigation, ADR

Professional indemnity insurance for all businesses.

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9
Q

How do you establish their status within a project?

A

Answer

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10
Q

Explain formal communication systems with clients and stakeholders you are aware of. What KPIs might you agree with a client to monitor performance?

A

Answer

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11
Q

How do you gather data during the inception stage of a project, including client briefings and site based information?

A

Answer

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12
Q

(N.b. Also see questions about complaints handling, client money protection and conflicts of interest in Ethics competency).

A

Answer

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13
Q

Level 2 Tell me about an example of how you have provided good client care.

A

Answer

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14
Q

Level 2 Tell me about an example of when you have provided a high standard of service to a client.

A

Answer

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15
Q

Level 2 How have you dealt with an unrealistic client deadline? How have you dealt with unrealistic client expectations?

A

Answer

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16
Q

Level 2 Tell me about the approach you have taken when dealing with a non-technical lay client.

A

Answer

17
Q

Level 2 Tell me about the approach you have taken when dealing with a client with a high level of property knowledge.

A

Answer

18
Q

Level 2 How have you established a scope of services?

A

Answer

19
Q

Level 2 How have you calculated fees for professional services?

A

Answer

20
Q

Level 2 How have you established a clients objectives

A

Answer

21
Q

Level 2 How have you confirmed a clients brief?

A

Answer

22
Q

Level 2 How have you compiled an appointment document?

A

Answer

23
Q

Level 2 How have you established project stakeholders and their status within a project? How have you set up communication systems with a client and stakeholders?

A

Answer

24
Q

Level 2 How have you issued reports to a client? How have you dealt with a complaint? How have you measured KPIs?

A

Answer

25
Q

Level 2 How have you analysed the data gathered through the client briefing process and formulated a detailed client brief?

A

Answer

26
Q

Level 2 During the stakeholder meetings, explain your approach to providing feedback and building good relationships.

A

Answer

27
Q

Level 2 At Bromley, how did you use the CRM to provide good client care?

A

Answer

28
Q

Level 2 What timeframes did you work towards?

A

Answer