Certified Sales Cloud Consultant: Project Planning Phase | Client Stakeholder Goals

Actions to Ensure Client Stakeholder Goals: Project Planning Phase

Question

Which two actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? (Choose two.)

Answers

Explanations

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A. B. C. D.

BD

During the project planning phase, a consultant must take various actions to ensure client stakeholder goals are met. Two actions that can be taken are:

B. Establish a stakeholder committee and meeting schedule: Creating a stakeholder committee and establishing a meeting schedule helps ensure effective communication and collaboration with the client stakeholders throughout the project. The consultant should identify key stakeholders who have a vested interest in the project's success and invite them to participate in the committee. This committee can include individuals from different departments or teams within the client organization who will be impacted by the project. Regular meetings should be scheduled to discuss project progress, gather feedback, address concerns, and make informed decisions. By involving stakeholders in the committee and conducting regular meetings, the consultant can ensure their goals and expectations are considered, aligned, and ultimately met.

D. Acquire the client stakeholder's key performance indicators: To ensure client stakeholder goals are met, it is crucial for the consultant to understand the key performance indicators (KPIs) that the stakeholders value. KPIs are measurable metrics that reflect the success of specific goals or objectives. By acquiring the client stakeholder's KPIs, the consultant gains insights into what the stakeholders consider important for the success of the project. This information helps the consultant align the project plan, objectives, and deliverables with the identified KPIs. It allows the consultant to design and implement solutions that directly contribute to the achievement of those KPIs, thereby meeting the stakeholder's goals. Acquiring and integrating the stakeholder's KPIs into the project planning phase ensures a focused and goal-oriented approach, increasing the chances of successfully meeting the client stakeholder's expectations.

It's important to note that while options A and C may seem reasonable, they are not the most appropriate actions to ensure client stakeholder goals are met.

A. Creating a scheduled dashboard to be sent weekly to all stakeholders: While dashboards can be useful for tracking project progress and providing visibility, simply creating and sending dashboards to stakeholders without actively involving them in the process may not be sufficient to ensure their goals are met. Effective communication and collaboration, as mentioned in option B, are crucial for understanding and addressing stakeholder needs and expectations.

C. Ensuring the project key performance indicators are profitable: While profitability is an important consideration in business projects, it may not be the primary goal for all client stakeholders. Different stakeholders may have diverse goals, such as improving customer satisfaction, increasing market share, or enhancing operational efficiency. It is necessary to acquire and consider each stakeholder's specific KPIs, as mentioned in option D, rather than focusing solely on profitability.