Strategies for Client Project Meetings

A PM at Google asked me how I managed 30+ stakeholders. 'More meetings?' Wrong. Here's the RACI framework that cut my meeting load by 60% while increasing influence. 1/ 𝙍𝙚𝙨𝙥𝙤𝙣𝙨𝙞𝙗𝙡𝙚 𝙫𝙨 𝘼𝙘𝙘𝙤𝙪𝙣𝙩𝙖𝙗𝙡𝙚 Most PMs drown because they invite everyone who's "interested." Instead, split your stakeholders into: - R: People doing the work - A: People accountable for success 2/ 𝙏𝙝𝙚 𝘾𝙤𝙣𝙨𝙪𝙡𝙩𝙖𝙩𝙞𝙤𝙣 𝙏𝙧𝙖𝙥 Stop asking for approval from everyone. Create two clear buckets: - C: Must consult before decisions - I: Just keep informed of progress 3/ 𝘿𝙤𝙘𝙪𝙢𝙚𝙣𝙩 > 𝙈𝙚𝙚𝙩𝙞𝙣𝙜 For "Informed" stakeholders, switch to documented updates. They'll actually retain more than in another recurring meeting. 4/ 𝙏𝙝𝙚 𝙈𝙖𝙜𝙞𝙘 𝙋𝙝𝙧𝙖𝙨𝙚 "𝗜𝗳 𝘆𝗼𝘂'𝗿𝗲 𝗻𝗼𝘁 𝗱𝗶𝗿𝗲𝗰𝘁𝗹𝘆 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗹𝗲, 𝗽𝗹𝗲𝗮𝘀𝗲 𝗳𝗼𝗿𝘄𝗮𝗿𝗱 𝘁𝗵𝗶𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗽𝗲𝗿𝘀𝗼𝗻. 𝗧𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝗶𝗻 𝗮𝗱𝘃𝗮𝗻𝗰𝗲." Use this in every email. Watch the right people emerge. 5/ 𝘼𝙥𝙥𝙧𝙤𝙫𝙖𝙡 𝘼𝙧𝙘𝙝𝙞𝙩𝙚𝙘𝙩𝙪𝙧𝙚 Build your approval flows around your R&A stakeholders only. Everyone else gets strategic updates. --- This isn't about excluding people. It's about respecting everyone's time while maintaining momentum. If you found this framework helpful for managing stakeholders: 1. Follow Alex Rechevskiy for more actionable frameworks on product leadership and time management 2. Bookmark and retweet to save these tactics and help other PMs streamline their stakeholder management

Stop nodding along in meetings. Start having impact: Too often, meetings are filled with phrases like: ❌ “That sounds great” ❌ “Let’s table it for another time” ❌ “Let’s circle back when we have more info” From 10 years in high performing teams, here’s what I’ve learnt about meetings: Top performers aren’t afraid to ask the hard questions. Here are 13 questions you can ask to leave a mark: 1/ "What do we have to deprioritize to do this well?" ↳ Use to help create focus. ↳ Shows you understand we can't do everything at once. 2/ "What happens if we do nothing?" ↳ Use to overcome inertia. ↳ Helps identify true priorities. 3/ "Who's done this well that we could learn from?" ↳ Use when projects have been done before. ↳ Shows you want to use others’ learnings. 4/ "What's the simplest way to explain this?" ↳ Use to create clarity. ↳ Shows you understand the importance of simplicity. 5/ "What went wrong last time?" ↳ Use when repeating past initiatives. ↳ Shows you want to learn from experience. 6/ "How will we know if this is working?" ↳ Use when success isn't clearly defined. ↳ Shows you care about real results. 7/ "Who's going to own each workstream?" ↳ Use when responsibilities are unclear. ↳ Prevents the "someone else will do it" problem. 8/ "How does this affect our current priorities?" ↳ Use when new work might disrupt current priorities. ↳ Shows you're thinking about the whole picture. 9/ "Who might we upset by this choice?" ↳ Use when changes could impact others. ↳ Shows you consider how others might feel. 10/ "If we had half the budget, how would we do this?" ↳ Use to find creative solutions. ↳ Shows you can spark new ideas. 11/ "What aren't we seeing here?" ↳ Use when consensus comes too easily. ↳ Shows you look at problems from all angles. 12/ "How does this help us reach our primary goals?" ↳ Use when projects drift from objectives. ↳ Makes sure we're not getting sidetracked. 13/ "What's our plan for the worst-case scenario?" ↳ Use when planning risky initiatives. ↳ Shows you think ahead. Remember: Impact can from asking the right questions. You don't have to be the smartest one in the room. Just ask the questions that make others think differently. P.S. Which of these will you use in your next meeting? — ♻ Repost to inspire your network to have more impact at work. ➕ Follow me (Will McTighe) for more like this.

One bad conversation can stall a deal.  (Let's fix that.) Here's the trap even the best can fall into: ✅ You said, “Can I get 15 minutes?” ❌ They heard, “You’re just a name on my calendar.” ✅ You said, “Here’s our pricing page.” ❌ They heard, “You’d better be ready to commit.” ✅ You said, “Do you have any questions?” ❌ They heard, “I’m done talking, it's your turn to buy.” In client development, tone is strategy. And the difference between pressure and partnership? Just a few words. Because the real challenge isn’t getting time  with a client. It’s making that time count. Here are 12 proven phrases to build trust  (without sounding like a sales rep): 1. “How have things been going with [X]?” → Feels personal, not transactional. 2. “What’s your thinking around [this topic] these days?” → Opens a door, not a pitch. 3. “What would success look like if everything went right?” → Focuses on their goals, not gaps. 4. “What’s one thing you’d love to improve in 90 days?” → Specific, hopeful, and actionable. 5. “What feels risky or fuzzy about this?” → Makes doubt safe to share. 6. “Want to sketch some options together?” → Co-creates instead of prescribes. 7. “Want me to mock up a few paths forward?” → Shows flexibility, not a fixed pitch. 8. “Want to hear how others tackled this?” → Adds value, zero pressure. 9. “What would need to shift to make this a priority?” → Respects their timeline, invites partnership. 10. “Would a custom version be more helpful?” → Tailors the next step to them. 11. “Great point, can we unpack that together?” → Builds trust through collaboration. 12. “What’s the best way I can support you right now?” → Puts their needs first, signals partnership. These phrases do more than sound better. They feel better. Because they reflect how great BD actually works: 👉 With empathy 👉 With curiosity 👉 With clients, not at them Try one this week. It could turn a stalled deal into a deep conversation. Which one will you lead with? 📌Follow Mo Bunnell for client-growth strategies  that don’t feel like selling.

Effective client management begins with proactive engagement, anticipating needs and potential hurdles. Mastering the art of listening plays a crucial role in this approach, allowing us to gain deep insights into our clients' operations and strategic objectives. Imagine setting the stage at the beginning of a project by discussing with your client: Dependency Exploration: 'Can we discuss any dependencies your team has on this project’s milestones? Understanding these can help us ensure alignment and timely delivery.' Impact Assessment Question: 'Should unforeseen delays occur, what impacts would be most critical to your operations? This will help us prioritize our project management and contingency strategies.' Preventive Planning Query: 'What preemptive steps can we take together to minimize potential disruptions to critical milestones?' Success Criteria Definition: 'How do you define success for this project? Understanding your criteria for success will guide our efforts and help us focus on achieving the specific outcomes you expect.' These discussions are essential for building a roadmap that not only aligns with the client’s expectations but also prepares both sides for potential challenges, reinforcing trust through transparency and commitment. By adopting a listening approach that seeks comprehensive understanding from the onset, we can better manage projects and enhance client satisfaction. Let’s encourage our teams to integrate these listening strategies into their initial client engagements. How have proactive discussions influenced your project outcomes? Share your experiences and insights. #ClientRelationships #AdvancedListening #BusinessStrategy #ProfessionalGrowth

Bad meetings cause you to bleed profits. Having no meetings also bleeds profits. The real difference between teams that scale profitably and teams that stall? The teams that GSD know how to run meetings and keep them on track. Those meetings become result sessions that lead to faster results, lower costs, higher customer/client retention, rainbows and unicorns... all the good things. But all the project management literature glosses over and dances around one key aspect. I learned it the hard way: running meetings can be like sparring in martial arts. Drop your guard for a second, and you could catch a sucker-punch. I’ve seen meetings bleed away time, money, and opportunity from the business just as fast as a beat down sparring match. Over the years and 10,000 hours of projects, I noticed that the difference between well-run meetings and the rest were also similar to martial arts in one way - prepare for disruption. How do you stop these characters from wrecking your meeting? Like in martial arts, it starts with your stance. In business that means a specific type of proven agenda: 1/ Quick review of scorecards/metrics 2/ Red/green on goals and success criteria 3/ Progress on commitments since last meeting 4/ Issues and blockers that need decisions (most of your time here) 5/ Clear commitment and ownership of results for next time Then, you need to practice dealing with some of the attackers: - The Agenda Saboteur – Hijacks the meeting with off-topic distractions. - The Stress-scalator – Amplifies tension, making everything feel like a crisis. - The Bot Gangster – Overloads the team with AI tools and data with no clear action. - The Endless Loop Lover – Circles the same issue without ever deciding. - The Status Vomiter – Drowns the room in irrelevant status updates. - The Numbers Phobiac – Avoids data, flying blind on key decisions. - The Accountability Avoider – Shifts blame and dodges ownership. - The Checked-Out Challenger – Disengaged but ready to argue when called on. If you’re prepared and relentless, you won’t just survive these meetings—you’ll leave feeling in control, proud of your team, and on track to win faster than ever before. And if these are for your clients, you'll see stronger client retention and growth. To see some real world tactics in action check out this week’s ResultMaps YT drop, with the help of Marnie Stockman of Lead It Like Lasso, Work in Progmess, Clare Price, CEPA of Octain , Dana Lee of Trellis, and Max Traylor of Beers with Max. Watch the video now to protect customer retention, stakeholder trust, and profitable growth.

3 Out of 4 Projects Fail Due to Misdiagnosis... here’s how to change that. The Doctor Framework: In a consulting world crowded with “solutions,” what if the secret to true client impact was a shift to diagnosis first? The Doctor Framework is designed to help senior executives-turned-consultants leverage their expertise in a solutions-based sales approach. Here’s why this method is a game-changer for creating long-term client relationships and real outcomes: 1. Diagnose the Pain 🩺 Much like a doctor would with a patient, this phase is about identifying core issues... not just symptoms. Research shows that 80% of s uccessful client interactions hinge on active listening (HubSpot, 2021). For consultants, that means asking pointed questions and focusing on what the client’s really saying... often between the lines. This phase sets the tone for trust and accurate problem-solving. 2. Verify & Prioritize 📋 Too often, consultants jump to solutions without fully verifying the core problem. In fact, 75% of misaligned projects stem from a misunderstanding in the initial discovery phase (PMI, 2022). Encourage clients to prioritize their biggest hurdles and validate the diagnosis before prescribing. This ensures they’re bought into the process, which paves the way for collaborative solutions. 3. Co-Create the Solution 🤝 People support what they help create. Rather than prescribing a one-size-fits-all answer... work with clients to co-create their roadmap, personalizing it to their needs. This consultative approach builds trust and client ownership, leading to better buy-in and outcomes. According to LinkedIn, solutions tailored with client collaboration improve client retention by 42%. 4. Start with Small Wins 🏆 Quick wins build momentum. In fact, research from McKinsey shows that starting with small but impactful projects leads to a 30% higher likelihood of client re-engagement. The goal is to: - secure initial buy-in - build credibility - set the stage for longer-term partnerships. Propose a quick-hit project to deliver immediate results, reinforcing the client’s confidence in both the process and the partnership. 5. Become the Trusted Advisor 🔗 Once the foundation is laid, follow-up and deepen the relationship. Check-in regularly, provide added value, and actively look for new opportunities to expand your impact. By positioning yourself as a long-term ally, not just a vendor, you’ll move from “consultant” to “advisor.” Statistics reveal that 90% of clients who see consistent value are more likely to refer additional business. Ready to level up your consulting approach? Implement the Doctor Framework and start creating meaningful, lasting relationships. Anything you'd add?

Trust is not automatic just because you have the title “Business Analyst.” It is built or lost in small moments. • Follow through when you say you will • Listen without judgment • Admit when you do not know something • Protect confidential information • Show that you understand their world, not just the project The truth is, stakeholders open up when they feel heard, safe, and respected. And the more they open up, the better your analysis becomes. Your methods and tools matter, but relationships are what unlock the real insights. What is one small action you take to build trust quickly with stakeholders? Share below!

Early in my project management career: Kickoff meetings felt like one-sided lectures with me laying everything out. Now: They are a two-way dialogue. Here's how I transformed kickoff meetings to make them more interactive: Pre-Meeting Prep: I ask team members to come up with lessons learned from other projects that could impact this one. Strengths & Support: I ask team members to share what they expect to contribute to the project and what they need from others to be successful. Room to Grow: I state from the onset that not everything is clearly defined yet, and that's normal at the beginning. Questions Upfront: I leave dedicated time for questions and track them in a log for future reference. What are your key strategies for fostering collaboration in kickoff calls? Join the conversation in the comments below. #leadership #collaboration #communication #projectmanagement

STOP confusing activity with impact. Too many Customer Success pros are stuck in the mindset that more meetings = more value. Spoiler alert: it doesn’t. Over-indexing on engagement as a “win” without measuring the actual value of those interactions isn’t just ineffective—it’s a waste of everyone’s time. So, let’s break the cycle. Here’s what NOT to do: 🚫 Don’t schedule meetings just to “check in.” No one has time for fluff. If your customer can’t immediately answer why you’re meeting, you’ve already lost their attention. 🚫 Don’t treat meeting quantity as a success metric. Five meetings with no action items or outcomes? That’s not success; that’s just noise. 🚫 Don’t skip the follow-up. If your customer can’t point to something actionable that came out of the meeting, you’ve wasted both their time and yours. Now, here’s what to do differently: ✅ Make every meeting intentional. Before you hit “send” on that invite, ask yourself: “What’s the purpose? What value am I bringing?” If you can’t answer that, rethink the meeting. ✅ Focus on outcomes, not activity. Engagement isn’t about how often you’re in front of the customer—it’s about the impact you’re making. Tie every meeting to a clear goal or milestone. ✅ Evaluate qualitative value. After every meeting, reflect: Did this move the needle for my customer? Did I help solve a problem, provide clarity, or drive progress? If the answer is no, something needs to change. Things I've done or seen that I ❤️ are: ▶️ Post meeting CSATs for CSM engagement - Measure the effectiveness of the meeting ▶️ Asking the question, "Was this a good use of your time?" or "Did you find this meeting valuable?" ▶️ Analyzing the correlation between customer and engagement and lagging indicators like adoption, retention and growth ▶️ Pre-meeting alignment to avoid assumptions or misuse of time/resources - This is an issue with folks who have reoccurring meetings Stop meeting for the sake of meeting. But also identify if your customer doesn't want to meet with you because you're not brining value. Activity for the sake of activity isn’t Customer Success. Let’s measure what matters: progress, outcomes, and impact.

Project managers, every meeting has a cost So spend your time like a budget. Our daily job is managing attention. And meetings are expensive. Not just in dollars, but in focus, energy, and momentum. Make every meeting you schedule worth the investment. Here's how: ✅ Audit recurring meetings regularly Does your meeting still serve it's original purpose? Are the right people still attending? If the answer to these are "no", you have 3 choices. Cancel, consolidate, or reformat to reestablish the value. ✅ Set the agenda before you send the invite A good rule of thumb is if there's no agenda, there's no meeting. A clear agenda sets expectations. It keeps the group on track and respects everyone's time. Solicit input from the team to keep your meeting current/impactful. ✅ End with clarity Every meeting should produce a minimum of 3 things. 1. Next steps 2. Owners 3. Deadlines/decisions Don't burn 30 minutes of momentum by ending with "we'll circle back." Review these BEFORE you end the meeting (and send them out as action items following the meeting). You wouldn't waste your money on things that aren't important to you. Your meetings are the same way. Make them valuable. 🤙