InfoComm 2023


Project Management for Executives, Account Managers, and Sales

Jun 13, 2023
Technical Workshop
CTS: 3
Business and Project Management
“No project gets better over time.” Sales Reps and Account managers, whether they like it or not (or take credit or blame for it), are the first people to create expectations in the minds of their Clients – expectations which may not be fully met and which cause drama and “client repair” later in the project’s lifecycle. This seminar enlightens Sales’ and Executives on their roles in the project, and the role of the Project Manager in successfully managing their project(s). It will provide concrete guidance and templates on how to collaborate profitably throughout the project’s lifecycle, from Sales / Engineering meetings, to Project Kick-off meetings, to Client walk-throughs, through project status/progress meetings, through the inevitable change order processed, through substantial completion and Client training, and finally into transition to Service. The informed Salesperson and Executive plays their integral role in this process – capturing repeat business – the ill-informed Salesperson or Executive fights the process and spends an inordinate amount of their time apologizing to existing clients and trying to rekindle the relationship.
Learning Objectives
  • Understand the key steps to creating and fulfilling a successful project
  • Understand their role in relationship to other key roles within a Systems Integration project lifecycle - Critical hand-offs (Discovery / Site Survey / Scope of Work / Kick-off meetings)
  • Understand, measure and impact key project metrics / measures of success - at a minimum gross profitability.
Brad Malone, PMP, Vice President of Consulting - Navigate Management Consulting

Strategic Show Partners

Blackmagic Design Crestron

Supporting Show Partner

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