Telephone: 01244 571440
Email: enquiries@distinctivepartnerships.com

Compliance:

Training:

01/12/2011

Monthly Feature Course

Effective File Reviewing

Testimonials:

80 Partner Firm

“Your input has proved to be invaluable in driving our own processes forward and being able to deliver a high quality service to our clients.” Partner, 80 Partner Firm
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Contact:

Telephone:
01244 571440

Email:
enquiries@distinctivepartnerships.com

Address:
Distinctive Partnerships Limited
Audit House
Rossett Business Village
Llyndir Lane
Rossett
LL12 0AY
DX 742000 ROSSETT

Key Client Management 2:  Rising to the Implementation Challenge

Tutor: Andrew Hedley  CPD Hours: 50 hours  Duration: 2 months

Course Cost: £995

 
SRA Ref: DQX/DIPA     Course Grade: Advanced
 
Introduction

The second in a series of two that introduces the fundamentals of key client management and enables participants to develop a simple but effective programme for their firm.

Having designed the key client framework the challenge that must then be addressed is how to create a successful launch.

This course considers the range of implementation challenges that must be overcome in order to embed a key client programme. As well as functional implementation issues, the importance of communication will be highlighted in ensuring that each person in the key client team and the wider firm understands the role that they have to play.

Ongoing maintenance will also be addressed as well as candidates considering how the firm deals with the thorny subjects of rewards, recognition and sanction as part of its approach to key clients.

The course will also ensure that participants consider the most appropriate way of measuring progress using both internal and external metrics.

Business Benefits & Solutions

This course will help you to resolve these typical business problems:

  • Identifying implementation issues that can derail key client management initiatives.
  • Understanding the change management process and how to overcome inertia and resistance.
  • Improving communication in order to engage people in the key client management.
  • Clarifying team structure and roles.
  • Keeping the momentum going in key client management.
  • Rewarding the right sort of key client behaviour.
 
Course Aims

This course will give you the understanding to analyse and overcome implementation challenges in launching and maintaining a key client management programme.

By the end of this course you will be able to:

  • Anticipate the challenges that you will face in implementing a key client management programme.
  • Create a well thought through programme to ensure that the key client programme can be effectively communicated and rolled out in your firm.
  • Set clear implementation objectives against a project plan to ensure that the required progress is being made and success measured.
  • Put in place measurement, recognition and reward measures which ensure that key client management is placed at the very top of the firm’s agenda.

Download an application form here