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by Diego San Román

Series: The Big No-Nos.

Inefficiencies in life and business multiply when they are part of a process with two or more parties involved.

When your client reflects their need in a briefing, make sure to review it together and in enough detail to find a perfect and clear alignment between what they ask for and what you understand you should provide. Failure to do so usually results in one or both of these two bad things for the customer, and for you:

  1. The client changes the briefing and expects their response/proposal to be made in the time and with the resources defined for the original brief, which will increase your pressure and decrease your probabilities of providing satisfactory solution.
  2. You misinterpret the briefing and work on a different need than the one expressed by the client. A waste of your resources and theirs.

It is surprising how many times project managers and even C-Leval managers accept their clients’ requests without taking the time to make sure they understand those requests well, and correctly define the necessary resources (people, time, money) to meet the client’s need;  for fear of resulting picky or clumsy. Big mistake.

Always work on a briefing, or scope definition that is detailed and agreed with your client. From this briefing, co-work on a proposal for action that is also detailed, aligned and signed by both of you.

The alignment effort also means an opportunity to get to know the client better and make them feel part of the possible solution. Two “extra benefits” for both of you.

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