Identifying challenges in the beginning

- As part of project management,…we need to understand that one of the major factors…to success is understanding our clients.…A systematic process or approach is only as good…as its inclusion of those involved…and its ability to help everyone be all in.…There are several key steps to successfully…onboard your client and help keep your sanity.…I introduced the steps earlier,…and now let's focus on a few more specifics.…I have learned all this the hard way over the years.…For example, I have spent months…and, in some case, years landing a big account,…only to mess things up because I did not double-check…a few key steps at the beginning of a project.…

As a result, my failure ended up…making the project more difficult and, at times,…even sinking the project before it even started.…As part of a warm welcome to your clients,…plan to share your established…project management flow and learn…what your clients' specific communication needs are.…I cannot stress enough how simple of a step this is…and also how big of an impact it can have.…