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Client relations training workshop

Date post: 05-Dec-2014
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This power point offers simply guidelines to improving a company's profit margin by creating an effective client relationship
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Training Workshop Client Relations Presented by: Elaine Oxamendi Vicet & Rosette Chisholm Salazar
Transcript
Page 1: Client relations training workshop

Training Workshop

Client Relations

Presented by:

Elaine Oxamendi Vicet&

Rosette Chisholm Salazar

Page 2: Client relations training workshop

Introductory Activity

• Do you know who’s in or on your team?

• Who are our clients?

• How well do you know the people you work with?

• Does it matter?

Page 3: Client relations training workshop

Understanding Client Relations

Client relations is the art of managing a business relationship with key stakeholders. It creates a win-win for those who have much to lose and everything to gain.

• What do you have to gain?

• What do you have to lose?

Page 4: Client relations training workshop

How do we build relationships ?

• Penetration…creating in roads, making yourself vulnerable. Simply getting to know someone. (activity… say something about yourself that they would not know)

• Retention…maintaining that which matters. Understanding that we all matter.

• New relationships…Forgo, forget it. Too hard.

Page 5: Client relations training workshop

Understanding Communication&

Building Client Relationships

Know what you want to say

Know to whom it is said

Know how you would like that thing, said to you

Page 6: Client relations training workshop

B.T.IP.

What or who is a B.T.IP?

How do I build anything or even broker conversation or communicate?

Page 7: Client relations training workshop

Building Effective Client Relationships Through

Effective Communication Communication is any process in which people share information,

ideas, and feelings. It uses:• verbal communication, word choice• written form• body language• personal mannerisms• and style – anything that adds meaning to a message.

• Feelings… often misunderstood. Mood & culture driven. How we feel impacts how we communicate.

Page 8: Client relations training workshop

Effective Communication

Communicating effectively, more broadly,

stems from an overall understanding that people are simultaneously different and similar.

Page 9: Client relations training workshop

Listening

• Hearing is one’s physical ability to perceive sounds;

• Listening …the process of receiving, constructing meaning from and responding to spoken and/or nonverbal messages

Let us listen…what do hear? Shh! Quiet…what do

you hear?

Page 10: Client relations training workshop

Activities

• The numbers game

• Right foot, right hand

Page 11: Client relations training workshop

Japanese symbol for ‘to listen’

Page 12: Client relations training workshop

Improving Listening • Control Distractions

• Perceptions aren’t real

• Ask Questions

• Suspend Prejudgements

• Paraphrase

Page 13: Client relations training workshop
Page 14: Client relations training workshop

Activity

It is easier to say unpleasant things but we feel better when we say nice things.

Try saying something nice.

Tunnel of Empowerment!

Page 15: Client relations training workshop

Disconfirming responses

• Impervious Response : One speaker fails to acknowledge, even minimally, another speaker’s communicative attempt

• Interrupting response: One speaker cuts another speaker short while the other is still speaking.

• Irrelevant response: Speaker responds in a way that seems unrelated to what the other has been saying or introduces a new topic

Page 16: Client relations training workshop

Confirming Responses

• Direct Acknowledgement: Speaker acknowledges another person’s communication and reacts to it directly and verbally.

• Supportive Response: A speaker expresses understanding of another person or tries to reassure or make the other feel better.

• Clarifying Response: A speaker tries to clarify another person’s message or feelings, by requesting more info, encouraging other to say more, repeating to confirm understanding

Page 17: Client relations training workshop

How?

Discussion, how does confirming or disconfirming interfere with building a good client relationship or effective communicating?

Page 18: Client relations training workshop

Colour Me

Building client relationships takes a certain understanding:• Understanding the subject• Understanding why we doing what we do• Understanding how we fit. ‘The big picture’• Caring (I appreciate your feelings)• Sharing (we matter, everyone matters )• Working as a team. (I add value, I am not just a cog)

Colour me…”let’s do this!”

Page 19: Client relations training workshop

Building a Communication Plan

Let us talk about it.

What should it look like?

What should be included in it?

Who should be in charge of making it work?

Page 20: Client relations training workshop

The Communication Plan (CP)

A communication plan has:Objectives: It tells us what is to be accomplished.

Provides us with strategies:It provides the how for accomplishing the stated examples.

It flows and it is transparent.

Page 21: Client relations training workshop

Communication Plan (CP)• What works well and what doesn’t, with your current way of

communicating? And how does it affect your client relationship?

• Define audiences, those who are affected. What is unique or common to them?

• Define objectives, what should we be working towards?

• What resources do we have to satisfy the objectives?

• What is the schedule and who is aware of it?

• How am I or the CP to be evaluated?

• Should my performance review be adversely or positively affected based on my communication and client relationships?

Page 22: Client relations training workshop

Communication Plan cont’d

Your audiences:What form will communication take, formal or informal? What is appropriate language, format? Important is the, ‘to whom’ the message is to addressed.Create a schedule:How and when should the objectives be accomplished.Evaluation:How and who will measure the outcomes.

Let us make it relevant.

Page 23: Client relations training workshop

Putting The Pieces Together

Let us figure out the puzzle.

Discussion.

Page 24: Client relations training workshop

Client Relationships

Let us note key points to making it a successful experience.

Page 25: Client relations training workshop

Making Small StepsEach Day• Know yourself.

• Feelings are important.

• Don’t pre judge. You wouldn’t like it!

• Understand the ground rules.

• Know what and why what is being said, is being said.

• Listening = thinking + processing - biases

• Client Relationship. = M + U+ AC(me + you + appropriate communication)

Page 26: Client relations training workshop

The End


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