Project Management for Executives / Account Managers / Sales


Sales reps and account managers, whether they like it or not (or take credit or blame for it), are the first people to create expectations in the minds of their clients – expectations which may not be fully met and which cause drama and “client repair” later in the project’s lifecycle. This seminar enlightens sales’ and executives on their roles in the project, and the role of the PM in successfully managing their project(s). It will provide concrete guidance and templates on how to collaborate profitably throughout the project’s lifecycle, from sales / engineering meetings, to project kick-off meetings, to client walk-throughs, through project status/progress meetings, through the inevitable change-order processes, through substantial completion and client training, and finally into transition to service. The informed salesperson and executive play their integral role in this process – capturing repeat business.