Your completed Client Relationship Management Scorecard will give you a clear presentation of which Client Relationship Management areas need attention.
Client Relationship Management
Scorecard Example
Example of how the finalized Scorecard can look like:
Client Relationship Management
Scorecard
Your Scores:
BEGINNING OF THE
SELF-ASSESSMENT:
Table of Contents
About The Art of Service8
Included Resources - how to access8
Purpose of this Self-Assessment10
How to use the Self-Assessment11
Client Relationship Management
Scorecard Example13
Client Relationship Management
Scorecard14
BEGINNING OF THE
SELF-ASSESSMENT:15
CRITERION #1: RECOGNIZE16
CRITERION #2: DEFINE:28
CRITERION #3: MEASURE:43
CRITERION #4: ANALYZE:58
CRITERION #5: IMPROVE:74
CRITERION #6: CONTROL:90
CRITERION #7: SUSTAIN:103
Client Relationship Management and Managing Projects, Criteria for Project Managers:130
1.0 Initiating Process Group: Client Relationship Management131
1.1 Project Charter: Client Relationship Management133
1.2 Stakeholder Register: Client Relationship Management135
1.3 Stakeholder Analysis Matrix: Client Relationship Management136
2.0 Planning Process Group: Client Relationship Management138
2.1 Project Management Plan: Client Relationship Management140
2.2 Scope Management Plan: Client Relationship Management142
2.3 Requirements Management Plan: Client Relationship Management144
2.4 Requirements Documentation: Client Relationship Management146
2.5 Requirements Traceability Matrix: Client Relationship Management148
2.6 Project Scope Statement: Client Relationship Management150
2.7 Assumption and Constraint Log: Client Relationship Management152
2.8 Work Breakdown Structure: Client Relationship Management154
2.9 WBS Dictionary: Client Relationship Management156
2.10 Schedule Management Plan: Client Relationship Management159
2.11 Activity List: Client Relationship Management161
2.12 Activity Attributes: Client Relationship Management163
2.13 Milestone List: Client Relationship Management165
2.14 Network Diagram: Client Relationship Management167
2.15 Activity Resource Requirements: Client Relationship Management169
2.16 Resource Breakdown Structure: Client Relationship Management171
2.17 Activity Duration Estimates: Client Relationship Management172
2.18 Duration Estimating Worksheet: Client Relationship Management174
2.19 Project Schedule: Client Relationship Management176
2.20 Cost Management Plan: Client Relationship Management178
2.21 Activity Cost Estimates: Client Relationship Management180
2.22 Cost Estimating Worksheet: Client Relationship Management182
2.23 Cost Baseline: Client Relationship Management184
2.24 Quality Management Plan: Client Relationship Management186
2.25 Quality Metrics: Client Relationship Management188
2.26 Process Improvement Plan: Client Relationship Management190
2.27 Responsibility Assignment Matrix: Client Relationship Management192
2.28 Roles and Responsibilities: Client Relationship Management194
2.29 Human Resource Management Plan: Client Relationship Management196
2.30 Communications Management Plan: Client Relationship Management198
2.31 Risk Management Plan: Client Relationship Management200
2.32 Risk Register: Client Relationship Management202
2.33 Probability and Impact Assessment: Client Relationship Management204
2.34 Probability and Impact Matrix: Client Relationship Management206
2.35 Risk Data Sheet: Client Relationship Management208
2.36 Procurement Management Plan: Client Relationship Management210
2.37 Source Selection Criteria: Client Relationship Management212
2.38 Stakeholder Management Plan: Client Relationship Management214
2.39 Change Management Plan: Client Relationship Management216
3.0 Executing Process Group: Client Relationship Management218
3.1 Team Member Status Report: Client Relationship Management220
3.2 Change Request: Client Relationship Management222
3.3 Change Log: Client Relationship Management224
3.4 Decision Log: Client Relationship Management226
3.5 Quality Audit: Client Relationship Management228
3.6 Team Directory: Client Relationship Management231
3.7 Team Operating Agreement: Client Relationship Management233
3.8 Team Performance Assessment: Client Relationship Management235
3.9 Team Member Performance Assessment: Client Relationship Management237
3.10 Issue Log: Client Relationship Management239
4.0 Monitoring and Controlling Process Group: Client Relationship Management241
4.1 Project Performance Report: Client Relationship Management243
4.2 Variance Analysis: Client Relationship Management245
4.3 Earned Value Status: Client Relationship Management247
4.4 Risk Audit: Client Relationship Management249
4.5 Contractor Status Report: Client Relationship Management251
4.6 Formal Acceptance: Client Relationship Management253
5.0 Closing Process Group: Client Relationship Management255
5.1 Procurement Audit: Client Relationship Management257
5.2 Contract Close-Out: Client Relationship Management260
5.3 Project or Phase Close-Out: Client Relationship Management262
5.4 Lessons Learned: Client Relationship Management264