Managing Client Expectations
Categories: IT, Mid-Level, Team Building, Elevate Offshore Teams
Course Summary
This course is only available for live learning. As Jennifer Kumar is conducting these programs as part-time work, sessions could only be scheduled on Saturdays.
It is best to assign teams that work together to this program. In addition to learning all the skills in the program, teams learn about each other's working style preferences while bonding.
This program can also align with Coaching Skills for Managers and Manager's Coaching Cafe.
This program focuses on building the business acumen, consulting skills, and critical thinking skills of your development team to help them more effectively consider how to articulate status updates. This program builds team communication, project management, and problem solving skills among all levels - from developers to mid-level managers, to the CEOs or company founders (especially for start ups).
To make this possible, we provide:
- coaching and training program to the development team via this course
- coaching to the management team via the Coaching Skills for Manager's Program
- coaching and consulting to the founders and possible other stakeholders via the Manager's Coaching Cafe Program
Course Curriculum
Topic
Group work between sessions
In-session time
Elapsed Time (in hours)
Participants will be introduced to the course, expectations, and delivery method
n/a
1
1
Preassessments
Each participant will complete a goal tracker Depending on plan purchased facilitator may meet 1:1 with select or all participants and/or managers
30 minutes
n/a
1.5
Participants will conduct a mock stand up meeting similar to what they are doing currently with clients.
Facilitator will give feedback on how meeting is facilitated along with ideas on how to give better status updates for effective relationship building. Peers will also give feedback based on a matrix.
This meeting will be recorded so that the facilitator can give more indepth feedback and compare it to later updates for an understanding of progress.
n/a
1.5
3
Individual work:
Assignment 1: Consultant’s Role Participants will read and analyze (critical thinking) two articles on how to be a good consultant in addition to identifying one or two more of relative interest reflecting on points from these articles they can apply in their own work.
30 minutes
n/a
3.5
Lesson Topic: Client-service provider relationship building part 1.
How to apply consultant’s best practices read in the prework to building a client-service provider relationship. A look at India-US culture differences and expectations in that relationship will be explored.
A basic overview of cross cultural understanding will be discussed as time permits.
n/a
1.5
5
Team will be broken into groups to learn about the different cultures they work with. They will present on the cultures for 10 minutes in the next session.
1
n/a
6
Teams will present on cultures. There will be peer and facilitator feedback on presentation skills. (Ties to effective presentation skills for team and client meetings.)
n/a
1.5
7.5
Goal Debrief (Optional)
Teams will brainstorm on different kinds of questions they can use in meetings with clients to improve their consultation presence.
1
n/a
8.5
Teams will share the questions they compiled. Facilitator will share additional ideas.
n/a
1
9.5
Teams will consider ways to get into the mind of clients for effective consultation and team building (within their own team). Teams will consider project management strategies and other related skills they are already using and how to communicate this with effectiveness to clients.
1
n/a
10.5
Review of prework, facilitator adds in points Strategies on negotiation will also be covered.
n/a
1
11.5
Teams will consider to recreate stand up meeting for final session, we will compare before and after.
.5
n/a
12
Recreation of Standup meeting with peer and facilitator feedback. Session will be recorded for comparison and feedback.
n/a
1.5
13.5
Optional- Last check up on goal tracker Facilitator may meet with managers Facilitator may meet 1:1 with select or all participants based on plan
1
n/a
14.5
Final session- learnings and feedback sharing
n/a
1
15.5
Total Time for Prework
5.5
Total Time in Session
10
Total overall time
15.5
"A few rising stars who attended the program were accelerated into leadership and management roles, offering them more visibility within the company and with clients. The client facing skills our team have learned and implemented aid us in completing and acquiring new client projects from global clients that average USD $200,000."
Get to know a little about your facilitator
Jennifer Kumar
Hello everyone, I am Jennifer Kumar. I have over a decade of experience coaching US client-facing professionals in India who manage teams and projects in virtual environments. I understand some of the cultural missteps that professionals like you may encounter, as I have also lived and worked in India for over 10 years (I was born and raised in the USA). In addition to having on-the-ground experience working between cultures, I have a PCC - Professional Certified Coaching- Certificate from the International Coaching Federation. Take a look at my LinkedIn profile: https://www.linkedin.com/in/je...