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.

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

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

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

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

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

A

By clearly setting it out in the terms of engagement.

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

How do you set fees?

A

Either hourly, fixed rates, % basis.

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

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

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

How do you establish their status within a project?

A

By highlighting the need for reporting of some elements of the project to them.

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

Written, Graphic, Verbal, Non verbal.

Time deadlines for stages, financial targets etc

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

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

A

Interacting with property management systems, downloading and analysing reports. Reading leases, Inspections and measurements. Gathering contextual information.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

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

A

I provided good client care working in the portfolio optimization team where I organized bi weekly workshops. I provided good client care by gathering feedback from all departments and feeding back to the stakeholders.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

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

A

I provided a high standard of service by being proactive and communicative when dealing with a request to view a space. I responded quickly to their initial request and was able to show the property in a short space of time.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

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

A

When my client asked me to analyse 50 outstanding pharmacy review data and present a report. I understood I had a few cases with tight deadlines. I clarified my workload and explained what taking on additional work would mean on the ongoing review. I was able to delay the pharmacy data work until these deadlines were past.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

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

A

When speaking to non technical lay person, I ask severally if they have understood me or need me to repeat or explain. I avoid jargon and abbreviations to allow easier understanding.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

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

A

The approach i have taking is by using technical language to communicate, abbreviations.

17
Q

Level 2 How have you established a scope of services?

A

By doing a competency check on myself.

18
Q

Level 2 How have you calculated fees for professional services?

A

Hourly, fixed, % of agreed rent.

19
Q

Level 2 How have you established a clients objectives

A

In discussing the client’s needs and objectives with them, I focused on their vision, their preferences in terms of functionality and design, their budget and the likely programme.

20
Q

Level 2 How have you confirmed a clients brief?

A

II confirmed the brief with the client, and it proved useful in guiding them through the process of designing and constructing their extension.

21
Q

Level 2 How have you compiled an appointment document?

A

RICS Standard Form of Consultant’s Appointment

22
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

Weekly email, monthly calls. Reports when required.

By identifying them as a stakeholder and what remit they have ie their CCG area and the properties within these areas.

23
Q

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

A

I have issued reports via email. I dealt with a complaint about a error in a rent invoice after a new lease was agreed. I recorded thier email in our CRM system which alerted my manager of he complaint and set a timeline for resolution or escalation. I highlighted the issue to the finance team who then corrected the issue promptly.

24
Q

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

A

The clients motivations, ideas and objectives and were extracted during a meeting. These were developed into the client brief, which also took account of other aspects such as constraints. I confirmed the brief with the client, and it proved useful in guiding them through the process of designing and constructing their extension.

25
Q

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

A

There are a lot of projects ongoing in the portfolio, so summerzing the key projects from the perspective of different departments, PM, construction, FM really helps give as much detail to the stakeholders.

Handouts are also shared with an agenda and minutes/actions from each meetings are stored and distributed.

26
Q

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

A

I provided good client care because I was able to receive and acknowledge the request in an prompt fashion which provided the viewer with a good impression of my company.

27
Q

Level 2 What timeframes did you work towards?

A

I worked towards the company policy which was to acknowledge within 24hrs and respond within 72hrs.