Client Feedback and Expectation Management Template

Client Feedback and Expectation Management in Priority Matrix

Manage client feedback and expectations to deliver high-quality work and ensure satisfaction.

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Proposed Tasks

Immediate Feedback

• Collect initial client feedback
  ☐ Send out feedback request emails ☐ Follow up on feedback requests ☐ Input feedback into tracking system
• Regularly communicate with clients
  ☐ Communicate with clients about their feedback and expectations ☐ Communicate with clients about changes made based on their feedback and expectations
• Regularly communicate with team
  ☐ Communicate with team about client feedback and expectations ☐ Communicate with team about changes made based on client feedback and expectations
• Regularly update tracking systems
  ☐ Update feedback tracking system with new feedback ☐ Update expectation tracking system with new expectations
• Set up feedback tracking system
  ☐ Choose a suitable tracking system ☐ Set up categories for different types of feedback ☐ Train team on how to use the system

Long-Term Feedback

• Analyze initial feedback
  ☐ Analyze feedback for common themes ☐ Identify areas for improvement ☐ Create action plan based on feedback
• Analyze long-term feedback
  ☐ Analyze feedback for trends over time ☐ Identify areas for ongoing improvement ☐ Create action plan based on feedback
• Collect long-term feedback
  ☐ Send out feedback request emails at regular intervals ☐ Follow up on feedback requests ☐ Input feedback into tracking system
• Implement changes based on feedback
  ☐ Implement changes based on action plan ☐ Monitor results of changes ☐ Adjust as necessary based on results
• Regularly evaluate effectiveness of tracking systems
  ☐ Evaluate whether tracking systems are helping to improve client satisfaction and work quality ☐ Make changes to tracking systems if necessary
• Regularly implement changes based on action plans
  ☐ Implement changes based on updated action plans ☐ Monitor results of changes ☐ Adjust as necessary based on results
• Regularly review tracking systems
  ☐ Review feedback tracking system for new insights ☐ Review expectation tracking system for new insights
• Regularly update action plans
  ☐ Update action plans based on new insights from tracking systems

Immediate Expectations

• Collect initial client expectations
  ☐ Ask clients for their expectations at the start of each assignment ☐ Input expectations into tracking system
• Set up expectation tracking system
  ☐ Choose a suitable tracking system ☐ Set up categories for different types of expectations ☐ Train team on how to use the system

Long-Term Expectations

• Analyze initial expectations
  ☐ Analyze expectations for common themes ☐ Identify areas for improvement in meeting expectations ☐ Create action plan based on analysis
• Analyze long-term expectations
  ☐ Analyze expectations for trends over time ☐ Identify areas for ongoing improvement in meeting expectations ☐ Create action plan based on analysis
• Collect long-term expectations
  ☐ Ask clients for their expectations at regular intervals ☐ Input expectations into tracking system
• Implement changes based on initial expectations
  ☐ Implement changes based on action plan ☐ Monitor results of changes ☐ Adjust as necessary based on results
• Implement changes based on long-term expectations
  ☐ Implement changes based on action plan ☐ Monitor results of changes ☐ Adjust as necessary based on results