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Managing Clients & Managing Up …a cheezy powerpoint template

Managing Clients & Managing Up …a cheezy powerpoint template

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Page 1: Managing Clients & Managing Up …a cheezy powerpoint template

Managing Clients& Managing Up

…a cheezy powerpoint template

Page 2: Managing Clients & Managing Up …a cheezy powerpoint template

The Client-Consultant Relationship

branding yourself niche skills/markets

setting expectations "most projects fail for non-tech reasons" design takes time (and costs money!) there will be bugs it will take longer than they think

Chemistry can you work together? are you interested in their business purpose? politics vs the project (unstated goals)

Page 3: Managing Clients & Managing Up …a cheezy powerpoint template

The Client-Consultant Relationship

pricing new systems vs repair/enhance fixed-price vs hourly billing for specs/consultation time? your costs (software/resources/hosting) underpricing hurts everyone billing for changes support contracts software-as-a-service

division of responsibilities research testing

Page 5: Managing Clients & Managing Up …a cheezy powerpoint template

The Client-Consultant Relationship

log everything ("get it in writing")

quotes & invoicing Office Templates FreshBooks (free for <=3 clients)

Contracts payment chedule

PIA, net-N, etc design specs as part of contract can subcontract? use extant code? (yes, always) ownership of product?  of components? changes vs defects? product acceptance; installation

Page 6: Managing Clients & Managing Up …a cheezy powerpoint template

Managing Up

consulting skills also apply to conventional jobs

contracts = project negotiation set expectations you can, and should say "no" sometimes

branding = self-promotion + self-direction what have you done?  show it off! what to you want to do?  show that you can and will. be curious (about tech, business processes, etc) seek new responsibilities that you will enjoy

Page 7: Managing Clients & Managing Up …a cheezy powerpoint template

Managing Up

think about long-term maintenance of your projects your time-overhead "job security" vs boredom/lock-in

understand your place in the business, and where you want to be higher is not necessarily better if you find you are better at managing than coding, ask for

a change of role if you find you are a better coder than others, ask for a

promotion (eventually)

they should pay for training, AND allocate time for it

Page 8: Managing Clients & Managing Up …a cheezy powerpoint template

Managing Up

when you identify a problem, identify a solution bring them both to the boss

your job is to produce product AND to support your boss be trustworthy, up-front, honest let them know when they are making a misstep (technical or

political) talk to them before anyone else (unless their style is otherwise)

your boss' job is to protect and support you ideally, they are the direct contact for the client you may have direct technical contacts in the client's company your boss or an analyst should handle spec changes / client

management