Foundations of Successful Relationship Management
Successful Relationship Management
Organizational Strategy for Sourcing
Management and Governance Plan
Relationship Management Plan
Foundation
Goal
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1
Face to Face
Face to Face
Co
Co
-
-
located
located
Same time
Same time
-
-
zone
zone
Same
Same
organization
organization
Culturally
Culturally
Similar
Similar
Demographically similar
Demographically similar
Face to Face
Face to Face
Co
Co
-
-
located
located
Same time
Same time
zone
zone
Same
Same
organization
organization
Culturally
Culturally
Similar
Similar
Demographically similar
Demographically similar
Distributed
Multi-cultural / dissimilar
Virtual Work / Meetings
Demographically distant
Traditional Industrial-Age Workplace
Digital-Age Workplace
becoming
Multiple time zones
Networked organizations
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2
The Changing Nature of Work
3
Discrete
Relational
Lo
Lo
Hi
Hi
Provider interest in exchange
Client interest in exchange
Discrete exchange = a transaction
Relational exchange = collaboration
Usually one-time
Continuous or multiple times
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Discrete Exchange Versus Relational Exchange
Communication ChannelUseFrequencyFace-to-Face Meetings/Site visitsTeam launch/Phase kick-off Start of any major project or phaseEnhanced Video Conferences
(using digital tools like NetMeeting)Major coordination prior to milestone, e.g., product roll outAs required by project scheduleVideo ConferencesPeriodic team reviews to help team gel
Meetings to revise project plans
Monthly evaluation of progressDepends on how team progresses, but monthly to start with a firm date/time, e.g. first Monday of each month with times varied to accommodate different locationsConference CallsFrequent Team reviews and checkpoints
Problem resolutionWeekly with firm date/time, e.g., every Thursday, with times varied to accommodate different locationsEmail updates/Instant messaging/phone callsMajority of team communicationsMultiple times/day
The purpose of this chart is to illustrate the types of communication channels and circumstances for their use. The key here is to make use of all resources for communication that are available and match the best medium to the message. A specific plan with dates and times for using each channel should be created and posted for visibility.
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4
Communication Plan Charts
Who is involvedCEO/top mgtVPPMOPMsFrequencyQuarterly reviewsMonthly reviewsBi-monthly reviewsWeekly reviewsDate/TimeLast Thursday of each quarterFirst Wednesday of each monthFirst and third TuesdaysMondaysCommunication ChannelVideo ConferenceVideo conference at key milestones, conference calls for othersConference callsConference calls
A plan for regular reviews at different levels of the hierarchy should created and posted with specific dates/time a ...