In: Accounting
Tax agents have a responsibility that their clients’ returns are prepare within the established timelines. What role do timelines have in satisfying client expectations and how would you develop a timeline to full your obligations? (120-150 words) 5 marks
A timeline is a way of displaying a list of events in chronological order, sometimes described as a project artifact. The role of timelines is to help you provide the services in time to satisfy client expectations. Role do timelines have in satisfying client expectations:
Clients will always recall the experience of whether expectations were met, their timelines respected and their goals achieved. Managing expectations continues to be one of the most underrated and underutilized skills there is. However, if done properly, it can be one of the most advantageous..
If the client is accustomed to binary ways of communicating, the agency presenting very lateral concepts might not hit a bulls-eye in terms of style or substance.
Assessing a cultural fit in tandem with an agreed upon set of goals within a fixed timeline helps to manage expectations on a regular basis..
Achieving a clients buy-in to a collaborative working style is key from the start, with a point person or brain trust committee tasked with meeting agency expectations for visual, strategic and creative collateral upfront.
If mistakes or miscommunications occur, it is the agency’s job to rectify, as well as to anticipate that they not occur in the first place.
In terms of timelines, realistic parameters about what can and cannot be achieved in terms of press, new business and measuring success are essential to a viable, ongoing partnership between client and agency.
It’s important not to coddle but to set healthy boundaries between each set of deliverables. Finish an agreed upon big goal then move onto the next.. Reputation is everything. The need for consistently positive relationships should never be undermined because the impressions made today, determines future relationships.