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HOW would you deal with clients who aren't the Decision Makers but say they are
Season 1 · Episode 263

HOW would you deal with clients who aren't the Decision Makers but say they are

Konshuhs Agility-Project Manager Coach & Agile Coach, Trainer, Mentor & Author · Edward Coke, Jr, MSPM,PMP, CAPM, CSM, Agile Coach

October 28, 202417m 18s

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Show Notes

Mastering Project Management: Identify Real Decision Makers & Effective Decision-Making Tips

In this episode, we explore the essential strategies for identifying real decision makers and mastering the art of decision-making in project management. Through engaging stories and expert insights, learn the importance of understanding project methodologies, avoiding reliance on assumed decision makers, and documenting verbal agreements. Discover actionable tips including presenting multiple solutions, ensuring decision maker involvement, seeking formal approvals, setting empathetic boundaries, and engaging in fact-finding conversations. These strategies are crucial for avoiding project delays, reducing misunderstandings, and improving overall project success. Tune in to gain transformational insights and practical tips for successful project management.

00:00 Introduction: Spotting the Real Decision Maker

00:20 A Client Story: Misidentifying the Decision Maker

02:51 Lessons Learned: Ensuring the Right Person is in the Room

03:50 Framework for Success: Documenting Verbal Agreements

05:21 Framework for Success: Importance of Decision Maker Involvement

06:55 Framework for Success: Approval for Key Milestones

08:08 Presenting Options, Not Recommendations

09:54 Encouraging Transparency Through Project Updates

11:25 Empathizing While Setting Boundaries

12:26 Engaging in Fact-Finding Conversations

13:34 Proactively Scheduling Check-Ins with Senior Management

15:14 Bonus: Defining Project Roles Clearly

15:39 Three Transformational Remarks

17:00 Conclusion and Future Plans