Client Feedback Tool
  • Do your marketing activities match your plan?

    Posted on August 14th, 2014 Sally Orcutt No comments
    Do your marketing activities match your plan?

    Every firm is unique and has different needs related to marketing processes and measurement. In an ever changing environment, understanding your firm’s current level of sophistication and how to impact continued growth for your firm is a constant need no matter size or complexity. Everyone has to start somewhere. When your team meets to discuss its desire for growth, often the first question is, How can our marketing efforts help us achieve our goals?

    Colorful Scoops of Ice CreamIn a live 90-minute FREE webinar, Sarah Gonnella Client Feedback Tool partner and Vice President of Marketing and Business Development at Full Sail Partners will help us see why this question is actually not the first question to ask. To understand how your existing marketing process can be leveraged to help you achieve your goals, Sarah suggests that the first question is, ‘what specific goals are you trying to accomplish?

    Avoid the time consuming (and costly) effort of trial and error marketing. When you attend the Top 5 Marketing Mistakes AND Steps to Avoid Them, you will learn:

    Effective marketing today is about much more than measuring hit rates. And, regardless of the number of people on your marketing team, the steps Sarah provides will help you close the gap between your existing processes and those that will let you achieve the results you (and your firm) want.

    Webinar will be held Thursday, August 21st from 1:00 – 2:30 (EDT). Space is limited to the first 100 participants. Register today to guarantee your spot.

    Full Sail Partners is a Deltek Premier Partner and 2012 Project Excellence Award Winner specializing in business consulting for project-based professional services firms seeking to use technology to improve business development and project financial management. Sarah is a past president of SMPS Atlanta and is currently serving on SMPS Atlanta’s Executive Advisory Committee and SMPS National’s Business Development Committee. She is a contributor to SMPS’s Marketer and blogger focused on educating firms on CRM best practices, technology trends and processes, and measuring social media and marketing metrics.

  • What is your ‘best project’ story?

    Posted on August 13th, 2014 Darren Smith No comments
    What is your 'best project' story?

    I had been working with the leaders of this firm for several months on the benefits of collaboration on project schedule, budget, and team satisfaction. We had shared ‘best project’ stories and agreed those were the projects where everything went smoothly and all members of the team just seemed to do what needed to be done to create a positive outcome. They wanted to create ‘best project stories’ on all their projects so they asked team members working on one of their large projects this question. 

    “How would you rate the overall collaboration on your team?”

    They found that almost 50% of those responding said the team’s collaboration was about what they expected. It met their expectations. Another roughly 19% exceeded expectations. Good news.

    But the leaders focused in on the top 27%. They wanted to understand what about the experience for these individuals had them rate the team’s collaboration as “Exceptional” or “Excellent”? For these team members, this was one of the ‘best project stories’. The leaders wanted to understand the behavior, quantify it (if possible), and spread it around like peanut butter to the other members of their project teams.Collaboration

    I worked with the leaders to dig deeper. They spoke with team members to better understand what, for them, made the project feel more collaborative than they expected. When we pulled together the information, we recognized the team had set up Rules of Engagement. Of course, they didn’t use that label, but their discussions and actions had the same impact. They managed their team interactions effectively and efficiently and created a positive experience for the team overall.

    So what did they do, and how can you (and they) spread these behaviors around?

    Rules of Engagement are the operational and relational rules that create ‘best project’ stories. Although oversimplified, the difference between the two are that operational rules provide team accountability and relational rules provide team strength.

    Behind operational rules is the idea that for a project to run smoothly rules must be established? How will communication be handled, deadlines be met, and deliverables reviewed. What are the rewards for the individual of adhering to those rules? What are the consequences if they do not? Think about a project that ran over budget (or schedule), did it have operational rules in place? Was there a breakdown in any of the rules? Were there consequences to the individual(s) involved?

    Relational rules serve a different purpose. Getting the relational rules right means identifying the skills and talents needed to make your project run smoothly (and profitably)? Then, take that knowledge and put together the strongest possible team of individuals you can. And, for those of you with multiple office locations, don’t forget that the skills and talents you need may not be sitting right in front of you. Be sure the person’s role on the team will allow them to use their talents. If your project is complex, it is not only a good idea to have someone whose talents include organization on the team, they must serve in a role where they can bring that expertise to the project.

    Learn more about using Rules of Engagement on your next project. Click here to download a 50-minute webinar that will increase the likelihood that all of your projects will run smoothly (and more profitably).

    Darren Smith (founder and CEO of CIMA Strategic) is a collaboration subject matter expert. He helps successful executives in design, construction, and healthcare elevate their leadership and energize their strategy & business development implementation through collaboration. Darren has conducted business in 20 countries across 10 industries. His clients include HKS Architects, The Society of Petroleum Engineers, M.D. Anderson Cancer Center and Toyota. 

  • Your Biggest Blind Spot

    Posted on August 6th, 2014 Sally Orcutt No comments
    Your Biggest Blind Spot

     

    Every time Mike Phillips or Ryan Suydam (co-founders of Client Feedback Tool) speak they share with their audience the importance of asking clients for feedback throughout a project. If you’ve heard them, you know what I’m going to say next. “When you wait until the end of a project to ask your client for their feedback. It’s nothing more than an autopsy!” They’re right. What can you do at that point to impact the client’s experience on ‘that’ project?

    In Your Biggest Blind Spot, Rich Friedman, founder of Friedman & Partners (and Client Feedback Tool partner) shares a story he and Ryan discussed in which Ryan was the client. You guessed it, there were challenges in the service delivery. But, as Ryan was quick to share, the company providing us the service had a feedback strategy and did almost everything right. Unfortunately with everything they did right, all the General Manager could say was “I’m sorry your project didn’t turn out as you expected.”

    Download your copy of ‘Your Biggest Blind Spot’. Read the rest of the story and see the 5 ways to test your client feedback strategy to see if it is driving the value you want.

    Please share your comments related to feedback strategies you’ve seen that have worked (or not). We would appreciate hearing from you.