Client Relationship Management A Complete Guide - 2020 Edition - Gerardus Blokdyk

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the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Client Relationship Management Scorecard on the second next page of the Self-Assessment.

      Your completed Client Relationship Management Scorecard will give you a clear presentation of which Client Relationship Management areas need attention.

      Client Relationship Management

      Scorecard Example

      Example of how the finalized Scorecard can look like:

      Client Relationship Management

      Scorecard

      Your Scores:

      BEGINNING OF THE

      SELF-ASSESSMENT:

      Table of Contents

      About The Art of Service8

      Included Resources - how to access8

      Purpose of this Self-Assessment10

      How to use the Self-Assessment11

      Client Relationship Management

      Scorecard Example13

      Client Relationship Management

      Scorecard14

      BEGINNING OF THE

      SELF-ASSESSMENT:15

      CRITERION #1: RECOGNIZE16

      CRITERION #2: DEFINE:28

      CRITERION #3: MEASURE:43

      CRITERION #4: ANALYZE:58

      CRITERION #5: IMPROVE:74

      CRITERION #6: CONTROL:90

      CRITERION #7: SUSTAIN:103

      Client Relationship Management and Managing Projects, Criteria for Project Managers:130

      1.0 Initiating Process Group: Client Relationship Management131

      1.1 Project Charter: Client Relationship Management133

      1.2 Stakeholder Register: Client Relationship Management135

      1.3 Stakeholder Analysis Matrix: Client Relationship Management136

      2.0 Planning Process Group: Client Relationship Management138

      2.1 Project Management Plan: Client Relationship Management140

      2.2 Scope Management Plan: Client Relationship Management142

      2.3 Requirements Management Plan: Client Relationship Management144

      2.4 Requirements Documentation: Client Relationship Management146

      2.5 Requirements Traceability Matrix: Client Relationship Management148

      2.6 Project Scope Statement: Client Relationship Management150

      2.7 Assumption and Constraint Log: Client Relationship Management152

      2.8 Work Breakdown Structure: Client Relationship Management154

      2.9 WBS Dictionary: Client Relationship Management156

      2.10 Schedule Management Plan: Client Relationship Management159

      2.11 Activity List: Client Relationship Management161

      2.12 Activity Attributes: Client Relationship Management163

      2.13 Milestone List: Client Relationship Management165

      2.14 Network Diagram: Client Relationship Management167

      2.15 Activity Resource Requirements: Client Relationship Management169

      2.16 Resource Breakdown Structure: Client Relationship Management171

      2.17 Activity Duration Estimates: Client Relationship Management172

      2.18 Duration Estimating Worksheet: Client Relationship Management174

      2.19 Project Schedule: Client Relationship Management176

      2.20 Cost Management Plan: Client Relationship Management178

      2.21 Activity Cost Estimates: Client Relationship Management180

      2.22 Cost Estimating Worksheet: Client Relationship Management182

      2.23 Cost Baseline: Client Relationship Management184

      2.24 Quality Management Plan: Client Relationship Management186

      2.25 Quality Metrics: Client Relationship Management188

      2.26 Process Improvement Plan: Client Relationship Management190

      2.27 Responsibility Assignment Matrix: Client Relationship Management192

      2.28 Roles and Responsibilities: Client Relationship Management194

      2.29 Human Resource Management Plan: Client Relationship Management196

      2.30 Communications Management Plan: Client Relationship Management198

      2.31 Risk Management Plan: Client Relationship Management200

      2.32 Risk Register: Client Relationship Management202

      2.33 Probability and Impact Assessment: Client Relationship Management204

      2.34 Probability and Impact Matrix: Client Relationship Management206

      2.35 Risk Data Sheet: Client Relationship Management208

      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

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