PJM_Client_Communication Flashcards
(24 cards)
What is a primary responsibility of the PM once a project begins?
Communicate effectively with the client about design intent and issues.
What helps build client trust?
Honest, transparent communication and relationship-building.
Why is it important to identify the client’s representative in B101?
To ensure consistent and appropriate communication.
What should PMs do when an issue arises?
Describe the issue, its consequences, and propose solutions.
How should a PM address cost estimates exceeding budget?
Analyze design impacts and propose budget-conscious design alternatives.
What types of visuals help communicate design intent?
Renderings, sketches, study models, and construction details.
What should be clarified in the owner-architect agreement regarding visuals?
What is included in basic services vs. additional services.
What platform can be used for collaborative document review?
Bluebeam Studio sessions.
What documentation can be used to verify client decisions?
Meeting minutes, approved design documents, and the B101 program.
Why is documenting client decisions important?
To support project continuity and justify additional services if scope changes.
What are the three main types of project meetings?
Executive sessions, project design meetings, general project meetings.
What are executive sessions?
High-level meetings with decision-makers to set scope, budget, or select schemes.
What are project design meetings?
Meetings to get client direction on design; typically include presentations and feedback.
What are general project meetings?
Internal meetings to coordinate design decisions with the full project team.
What is the purpose of meeting agendas?
To ensure meetings are focused, efficient, and cover required topics.
When are key design decisions communicated to the design team?
During general project meetings following executive or design sessions.
How can a PM handle a client removing a design feature mid-project?
Document changes and request additional service fees as needed.
What should a PM do if a client requests a new feature or removes one?
Document the change and evaluate its impact on scope, schedule, and fee.
What does the B101 require for advancing design phases?
Owner review and approval of each phase.
What kind of meeting is best for final decisions with limited attendees?
Executive sessions.
What is the PM’s role in managing meetings?
Select attendees, manage agendas, document outcomes, and relay decisions.
How can meeting documentation protect the firm?
Provides a record of decisions and helps in disputes over scope or fees.
What kind of documentation should be shared after meetings?
Summaries of decisions, updates to design intent, and file delivery logs.
How should a PM adapt communication tools to client preferences?
Use visual formats and platforms the client engages well with (e.g., Bluebeam).
