For some reason, relating the work I do to the customer’s experience of it comes naturally to me. I think it’s because I’m empathetic, which in high school made me pathetic but now, as an adult, it’s a job skill! I just instinctively look at a particular deliverable (be it a site, article or tool) and [...]
Archive for the ‘How To’ Category
Get inside your customer’s head: It’s just like packing a lunch!
Filed under: Customer Focus, How To, Project Management | Tags: customer data, customer experience
Planning a Client Visit, Part 3: Final Prep
Filed under: Consulting, How To, Project Management
You’ve refined your story, prepped your team and picked up a roll of quarters just in case parking is a problem. Now, it’s time to round up the team and head out! Here are some tips for the 24 hours preceding your visit:
1. Remind your team the day before. Send an e-mail to the team [...]
Planning a Client Visit, Part 2: Prepping Your Team
Filed under: Consulting, How To, Project Management
You’ve done due diligence to get to know your client. Now it’s time to help your team prepare. While technology tools are helpful in keeping everyone on track, don’t assume people pay as much attention to them as you do.
To help keep your team on track:
1. Set specific deadlines for each person. If a team [...]
The ins and outs of Outlook profiles
I use Outlook 2007 as my primary mail client, and for what I do it’s a good choice. I use it to manage mail from two different Exchange servers, plus Hotmail, Gmail and six different POP mail accounts. These accounts are, by necessity, divided into two profiles since you can only have one Exchange mail [...]
Planning a Client Visit, Part 1: Better Know Your Client
Filed under: Consulting, How To, Project Management
Your team relies on you to be the travel agent, correspondent and reminder service all in one. You can help your team help you by doing some pre-meeting homework and ensuring everyone does THEIR homework as well. Here are some tips to help ensure a successful client visit before you enter the lobby.
First impressions do [...]