Client Management

Level 1

Can schedule a client meeting and follow along, taking notes, and distributing the notes after.

Level 2

Can schedule, lead, and follow up from a client meeting successfully. Provides confidence for client that project is proceeding in the right direction. Regularly updates the client on status. Is available for questions and answers requests promptly.

Level 3

Can brainstorm and evaluate new ideas with the client, creating new opportunities to collaborate. Consistently reminds the client about action items outside of our own areas of responsibility.

Level 4

Can act as a strategist for smaller clients, and thinks strategically even when not acting as strategist.

Level 5

Is requested specifically by clients. Is a general project management expert and leads our project management practice

Roles
Project Manager