Last updated on Jul 10, 2024

Here's how you can effectively manage client expectations in the strategy field.

Navigating the complex terrain of client expectations is a critical skill in the strategy field, where clarity and alignment are paramount. Whether you're a seasoned strategist or just starting, understanding how to set and manage expectations can make the difference between a successful partnership and a challenging one. By engaging clients with transparency, setting realistic goals, communicating effectively, being adaptable, and measuring progress, you can establish a foundation of trust and deliver strategies that resonate with clients' visions and business objectives.

1 Set Clarity

Start by being crystal clear about the services you provide and the results clients can realistically expect. This means articulating the scope of your strategy work, the methodologies you'll employ, and the timelines involved. Use simple language to explain strategic concepts and how they translate into actionable plans. This initial clarity helps prevent misunderstandings and sets the stage for a transparent relationship where both parties understand the journey ahead.

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Brendon Perkins

Senior Program Manager @ Leidos | PMP | CSEP | AI/ML | Technical Management | Enterprise Change Agent | Process Improvement | Operational Excellence | World-Class Solutions
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To establish a strong foundation with clients, start by outlining the services you provide and the results they can expect. Detail the scope of your work, the methodologies you’ll use, and the timelines involved. Use straightforward language to explain strategic concepts and their practical applications. Break down the project into manageable phases, allowing for regular check-ins and adjustments. Encourage client feedback at each stage to ensure alignment and address any concerns promptly. This iterative approach helps prevent misunderstandings and sets the stage for a transparent, collaborative relationship where both parties are aligned on the journey ahead.

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Monal Tripathi

Manager - Operations at American Infosource Business Pvt LTD.
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I would say whenever we start working with new client or we are dealing with existing client project, your initial step should be to show where you stand in terms of technology, resources, logistics, etc. Be clear about what you can do, where your expertise lies, what is your way of reporting things to clients etc. Last but not least always be clear in front of client on your ask. For instance if you have to deliver certain things to client then to achieve that what support you need from client.

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2 Realistic Goals

Establishing realistic goals with your clients is essential for maintaining a positive relationship and ensuring satisfaction. Discuss what success looks like and make sure it's achievable within the given constraints. This involves aligning your strategic expertise with their business objectives and being honest about what can be accomplished. By setting attainable goals, you can foster a sense of achievement and progress, which is crucial for long-term engagement.

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Vidushi S.

Strategist+Artist=Culturist I vidushishrikant.com I A New Conversation I Employee Wellbeing Journaling Program I Previously Chief People Officer, Easyday I Ex Hewitt I Ex McKinsey
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This is simple. Be honest. Always! Our clients and teams and ourselves, deserve this. From ourselves. And others. Keep it honest and real!

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3 Effective Communication

Effective communication is the cornerstone of managing client expectations. Keep clients informed about progress, potential roadblocks, and any changes in strategy. Regular updates, whether through meetings or concise reports, help maintain transparency and build trust. It's also important to actively listen to your clients' concerns and feedback, ensuring their insights are integrated into the strategic process.

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Sarah Belkacem-Nacer

Helping students expand their careers │ Strategy Consultant @ Grant Thornton │ Tech │ Ex-Treasurer of JE Global
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By proactively engaging clients during the process, understanding their needs and aligning their expectations, you can foster transparency and trust. Communication isn't just about conveying information, it's about building a partnership based on respect, and professionalism where both parties are aligned on goals and outcomes.

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4 Be Adaptable

In the dynamic world of strategy, being adaptable is key to managing client expectations. Be prepared to pivot or adjust your approach when unexpected challenges arise. This flexibility demonstrates your commitment to the client's success and your ability to handle complex situations. Help clients understand that strategy is not set in stone but rather evolves with market trends and business needs.

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5 Measure Progress

Measuring progress against established goals is vital for demonstrating the value of your strategic input. Use metrics that are relevant to the client's business objectives to track performance. Regularly review these metrics with your client to show where the strategy is succeeding and where adjustments might be needed. This not only reinforces accountability but also provides tangible evidence of your strategic impact.

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6 Build Trust

Lastly, building trust with your clients is fundamental in managing expectations. Trust is earned through consistent performance, reliability, and delivering on promises. When clients trust you, they are more likely to be receptive to your strategic advice and more forgiving when things don't go as planned. Always act with integrity, respect client confidentiality, and prioritize their interests to strengthen this trust over time.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Here's how you can effectively manage client expectations in the strategy field.

1

2

3

4

5

6

7

1 Set Clarity

2 Realistic Goals

3 Effective Communication

4 Be Adaptable

5 Measure Progress

6 Build Trust

7 Here’s what else to consider

Strategy

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Here's how you can effectively manage client expectations in the strategy field.

1

2

3

4

5

6

7

1 Set Clarity

2 Realistic Goals

3 Effective Communication

4 Be Adaptable

5 Measure Progress

6 Build Trust

7 Here’s what else to consider

Strategy

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