Project Management for Executives, Account Managers, and Sales
Tuesday, October 26, 2021
- 3 RUs
Business and Project Management
- Executive/C-Level Management
- Project Management
RUs CTS: 3 CTS-D: 0 CTS-I: 0. “No project gets better over time.” Sales Reps and Account Managers, whether they like it or not, 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 session 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 and Engineering meetings, to Project Kick-off meetings, to Client walk-throughs, through project status/progress meetings, through the inevitable change order(s) being processed, through Substantial Completion and Client training, and finally into transition to Service. The informed Salesperson and Executive play their integral role in this process – capturing repeat business and referrals – 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, implicitly blaming their Operations department.