CLIENT
QUANTITATIVE
QUALITATIVE
RISK RESPONSE
1. FINANCIAL STRENGTH Will the client be able to afford your firm’s services? The project? You may be able to obtain a Dun & Bradstreet or other financial report on your client to help you assess its financial strength. 2. CLEAR PROJECT OBJECTIVES Are the client’s objectives for the project clear? It may be prudent to assist the client in defining objectives to avoid “shooting at a moving target” later. 3. EXPERIENCE WITH PROJECT TYPE Is the client familiar with the construction process in general? This type of project specifically? You have probably already found that some clients require more attention than others. 4. EXPERIENCE WITH YOUR FIRM Is this a repeat client with whom you have had an opportunity to establish a general rapport and comfort level regarding the construction process? 5. CLAIMS HISTORY Does this client have a reputation for being difficult to work with or for making claims against design professionals? Investigating how the client has handled other projects or business disputes can give you a feel for how cooperative the client may be. 6. SINGLE DECISIVE DECISION MAKER Clients that comprise a committee (school boards, homeowners associations, civic or religious groups, or even a couple) can be troublesome unless a single decisive decision maker is appointed. 7. ATTITUDE TOWARD PROJECT AND YOU Are the client’s expectations realistic? Do you have a good feeling about the client? Are there open lines of communication between the two of you?
8. OTHER
OVERALL CLIENT ASSESSMENT
45 • From Risk to Profit - Benchmarking and Claims Studies
Victor
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