Managing customer relationships framework

Published Categorized as Project Manager
customer relationships
customer relationships

Managing customer relationships begins during the preliminary project approval phase of negotiations. It is important to avoid the temptation to oversell the virtues of a project to win approval because this may create unrealistic expectations that may be too difficult, if not impossible, to achieve. At the same time, project proponents have been known to lower customer expectations by underselling projects.

If the estimated completion time is 10 to 12 weeks, they will promise to have the project completed within 12 to 14 weeks, therefore increasing the chances of exceeding customer expectations by getting the project completed early.

Customer relationships management first steps

Once the project is authorized, the project manager and team need to work closely with the client organization to develop a well-defined project scope statement that clearly states the objectives, parameters, and limits of the project work.

The project scope statement is essential to establishing customer expectations regarding the project. It is critical that all parties are in agreement as to what is to be accomplished and that people are reading as best they can from the same page. It is also important to share significant risks that might disrupt project execution.

Customers do not like surprises, and if they are in advance of potential problems they are much more likely to be accepting of the consequences.

Update Customers on the project progress

Once the project is initiated it is important to keep customers abreast of project progress. The days when you would simply take orders from customers and tell them to return when the project is done are over. More and more organizations and their project managers are treating their customers as de facto members of the project team and are actively involving them in key aspects of project work. In the case of consulting assignments project managers sometimes morph into a member of the client organization.

Project managers need to keep customers informed of project developments so that customers can make adjustments in their own plans. When circumstances dictate changing the scope or priorities of the project, project managers need to be quick to spell out as best they can the implications of these changes to the customers so that they can make an informed choice.

Keep customers involved

Active customer involvement allows customers to naturally adjust their expectations in accordance with the decisions and events that transpire on a project, while at the same time, the customer’s presence keeps the project team focused on the customer’s objectives for the project.

Active customer involvement also provides a firmer basis for assessing project performance. The customer not only sees the results of the project but also acquires glimpses of the effort and actions that produced those results. Naturally project managers want to make sure these glimpses reflect favorably on their project teams, so they exercise extra care that customer interactions are handled in a competent and professional manner. In some respects, customer perceptions of performance are shaped mare by how well the project team deals with adversity than by actual performance.

Impress your customers

Project managers can impress customers with how diligently they deal with unexpected problems and setbacks. Likewise, industry analysts have noted that customer dissatisfaction can be transformed into customer satisfaction by quickly correcting mistakes and being extremely responsive to customer concerns.


Managing customer relationships on a project is a broad topic; I have only highlighted some of the central issues involved.

This brief article concludes with two words of advice passed on by veteran project managers:

Speak with one voice. Nothing erodes confidence in a project more than for a customer to receive conflicting messages from different project members. The project manager should remind team members of this fact and work with them to ensure that appropriate information is shared with customers.

Speak the language of the customer. Too often project members respond to customer inquiries with technical jargon that exceeds the customer’s vocabulary. Project managers and members need to describe problems, trade-offs and solutions in ways that the customer can understand.

By Alex Puscasu

I am a Project Management practitioner with more than 5 years experience in hardware and software implementation projects. Also a bit of a geek and a great WordPress enthusiast. I hope you enjoy the content, and I encourage you to share your knowledge with the world.