Client Relationship Management A Complete Guide - 2020 Edition. Gerardus Blokdyk
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2.36 Procurement Management Plan: Client Relationship Management210
2.37 Source Selection Criteria: Client Relationship Management212
2.38 Stakeholder Management Plan: Client Relationship Management214
2.39 Change Management Plan: Client Relationship Management216
3.0 Executing Process Group: Client Relationship Management218
3.1 Team Member Status Report: Client Relationship Management220
3.2 Change Request: Client Relationship Management222
3.3 Change Log: Client Relationship Management224
3.4 Decision Log: Client Relationship Management226
3.5 Quality Audit: Client Relationship Management228
3.6 Team Directory: Client Relationship Management231
3.7 Team Operating Agreement: Client Relationship Management233
3.8 Team Performance Assessment: Client Relationship Management235
3.9 Team Member Performance Assessment: Client Relationship Management237
3.10 Issue Log: Client Relationship Management239
4.0 Monitoring and Controlling Process Group: Client Relationship Management241
4.1 Project Performance Report: Client Relationship Management243
4.2 Variance Analysis: Client Relationship Management245
4.3 Earned Value Status: Client Relationship Management247
4.4 Risk Audit: Client Relationship Management249
4.5 Contractor Status Report: Client Relationship Management251
4.6 Formal Acceptance: Client Relationship Management253
5.0 Closing Process Group: Client Relationship Management255
5.1 Procurement Audit: Client Relationship Management257
5.2 Contract Close-Out: Client Relationship Management260
5.3 Project or Phase Close-Out: Client Relationship Management262
5.4 Lessons Learned: Client Relationship Management264
Index266
CRITERION #1: RECOGNIZE
INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.
In my belief, the answer to this question is clearly defined:
5 Strongly Agree
4 Agree
3 Neutral
2 Disagree
1 Strongly Disagree
1. Do you know what you need to know about Client relationship management?
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2. Why the need?
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3. What training and capacity building actions are needed to implement proposed reforms?
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4. As a sponsor, customer or management, how important is it to meet goals, objectives?
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5. Are you dealing with any of the same issues today as yesterday? What can you do about this?
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6. Will new equipment/products be required to facilitate Client relationship management delivery, for example is new software needed?
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7. Which needs are not included or involved?
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8. Is it clear when you think of the day ahead of you what activities and tasks you need to complete?
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9. Whom do you really need or want to serve?
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10. How do you identify subcontractor relationships?
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11. Do you need different information or graphics?
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12. Are employees recognized or rewarded for performance that demonstrates the highest levels of integrity?
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13. When a Client relationship management manager recognizes a problem, what options are available?
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14. Did you miss any major Client relationship management issues?
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15. What vendors make products that address the Client relationship management needs?
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16. Why is this needed?
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17. Who should resolve the Client relationship management issues?
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18. What is the problem and/or vulnerability?
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19. What Client relationship management events should you attend?
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20. Consider your own Client relationship management project, what types of organizational problems do you think might be causing or affecting your problem, based on the work done so far?
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21. Is the quality assurance team identified?
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22. What extra resources will you need?
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23. Does your organization need more Client relationship management education?
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24. Will a response program recognize