Client Care - Level 2 Flashcards

(25 cards)

1
Q

Tell me about an example of how you have provided good client care.

A

Being Proactive and advising my clients of any changes to the scope in a timely manner. Offering solutions and advice.

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2
Q

Tell me about an example of when you have provided a high standard of service to a client.

A

I consistently go above and beyond to meet their needs and deadlines.

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3
Q

How have you dealt with an unrealistic client deadline?

A

I explained the reasons for the deadline being unfeasible, proposed alternative timelines, and collaborated with the client to find a mutually agreeable solution.

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4
Q

How have you dealt with unrealistic client expectations?

A

I understand the client’s vision and needs while clearly outlining the scope, timeline, and deliverables.

Negotiating and compromising can help find solutions that meet both parties’ needs, and building trust through clear communication and professional conduct is essential.

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5
Q

Tell me about the approach you have taken when dealing with a non-technical lay client.

A

I prioritize clear, concise communication, focusing on understanding their needs and explaining technical concepts in simple, relatable terms.

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6
Q

Tell me about the approach you have taken when dealing with a client with a high level of property knowledge.

A

I prepare to engage in detailed technical discussions when needed. I will ask for an explanation of anything technical if it’s beyond my area of knowledge, and
I will ask colleagues for second opinions.

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7
Q

How have you established a client’s objectives?

A

I use a combination of proactive communication, clear documentation, and a focus on understanding the client’s needs and expectations.

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8
Q

How have you confirmed a client’s brief?

A

I clearly defined the client’s instructions, established clear communication channels, and recorded the agreed-upon details in writing. This involved discussing project objectives, scope of work, required outputs, deadlines, and reporting format.

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9
Q

How have you established a scope of services?

A

I initially discussed the client’s requirements, understood their needs, and set up a written agreement with terms of engagement.

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10
Q

How have you calculated fees for professional services?

A

I determined the fees based on the level of service needed and the project scope and complexity. I also factored in a reimbursable expense for travel to and from the job site.

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11
Q

How have you compiled an appointment document?

A

I compiled an appointment document by following the RICS guidance on Standard Forms of Consultant Appointment. This took the short form as it was less complicated and a smaller project.

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12
Q

How have you established project stakeholders and their status within a project?

A

I identified key project parties, such as the owner, contractor, designer, and relevant authorities. Then, categorize stakeholders based on their influence, interest, and impact on the project, and develop a communication plan to engage them effectively.

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13
Q

How have you set up communication systems with a client and stakeholders?

A

I identified stakeholders, chose appropriate communication methods, planned your communication strategy, actively listened, monitored and evaluated communication, and ensured transparency and consistency.

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14
Q

How have you issued reports to a client?

A

I clearly define the scope of work, agree on terms of engagement, and ensure the report is compliant with relevant RICS guidelines.

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15
Q

How have you dealt with a complaint?

A

I acknowledge the complaint, investigate it, and potentially offering a resolution.

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16
Q

How have you measured KPIs?

A

Primarily through business analytics and reporting tools.

17
Q

How have you analysed the data gathered through the client briefing process and formulated a detailed client brief?

A

I identified key themes, objectives, requirements, and potential risks.

18
Q

VDC Project, WA - What steps did you take to define the service scope?

A

I met with the client and understood their brief, followed up with an email confirming what we discussed and agreed on a set fee.

19
Q

VDC Project, WA - What was included in the service scope?

A

Included was the scope of work, fees and schedule for the duration of the project. The scope included providing cost management services from inception to completion of the project.

20
Q

VDC Project, WA - What KPI’s were monitored?

A

I monitored KPIs related to budget variances, cost performance, and project profitability.

21
Q

VDC Project, WA - What mechanisms did you put in place to monitor KPI’s?

A

I implemented a Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) approach, regularly analyzed data to identify trends, and adjusted strategies.

22
Q

VDC Project, WA - Why are KPI’s important?

A

By measuring and improving performance, it helps me work efficiently and keep the project on track.

23
Q

Data Center Project, WA - Why did you not identify the potential cost overrun before it was spotted by the client?

A

It was an OFCI overage. The OFCI procurement team issues us a revised forecast every month, and it became apparent that they made a mistake in forecasting.

24
Q

Data Center Project, WA - What was the issue that you identified?

A

It was an OFCI forecast that was reported incorrectly.

25
Data Center Project, WA - What was the corrective action plan that you introduced?
I identified it and issued a Contingency adjustment to offset the overage and proceeded as planned. I recommended the OFCI procurement team double-check their work to avoid future mistakes. I documented the complaint in Linesight's complaint log per best practice.