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How can you manage deadlines when working with a new account management team?

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Managing deadlines is a crucial skill for any account manager, especially when working with a new team. You need to coordinate tasks, communicate expectations, and deliver results on time and within budget. But how can you do that effectively and avoid stress, confusion, and missed opportunities? Here are some tips to help you manage deadlines when working with a new account management team.

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Sharon Stanley

Businesses thrive through strong customer relationships. The companies I collaborate with significantly enhance their…
Asha Kanta Sharma

Assistant Manager - Finance & Accounts Decimal Technologies | Fintech | Financial Accounting
Ricardo Chang

| Strategic Business Manager | BDM | Sales & Commercial | B2B & B2C | Disruptive Innovator | Mentor

1 Set realistic and clear goals

The first step is to define the scope, objectives, and deliverables of each project or account. Make sure you understand the client's needs, expectations, and priorities, and align them with your team's capabilities, resources, and availability. Use a project management tool or a simple spreadsheet to break down the work into manageable milestones, tasks, and subtasks, and assign them to the right team members. Establish clear deadlines for each task, and communicate them to your team and your client. Avoid overpromising or underdelivering, and be flexible to adjust the goals if needed.

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Sharon Stanley

Businesses thrive through strong customer relationships. The companies I collaborate with significantly enhance their client account management, driving profitability.
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Implementing an Account Development Plan (ADP) for key clients is crucial to understanding the client needs. This dynamic document encapsulates company objectives, challenges, competitors, stakeholders, team roles, milestones, & key dates. For seamless onboarding, leverage the ADP as a comprehensive guide, integrated into your CRM or in a manual format. View the ADP as a living document, evolving with the client relationship. Craft Action Plans for projects and deliverables, ensuring alignment with the ADP. Co-author these plans with the client, fostering engagement and alignment. This structured approach streamlines workflow, meeting deadlines, and fortifying relationships, laying the groundwork for sustained growth & client satisfaction.

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Asha Kanta Sharma

Assistant Manager - Finance & Accounts Decimal Technologies | Fintech | Financial Accounting
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To manage deadlines effectively with a new account management team, establish clear communication channels, define roles and responsibilities, set realistic deadlines, create a shared calendar, hold a kickoff meeting, establish a feedback loop, prioritize tasks, break down complex tasks, provide adequate resources, address challenges promptly, encourage time management skills, use project management tools, celebrate achievements, encourage flexibility, and regularly review and adjust deadlines. These strategies contribute to a successful and well-coordinated team effort.

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Viacheslav Nazarov

Country Key Accounts Manager - TNT/FedEx
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Early on, I fumbled deadlines because I assumed everyone knew my magic numbers. Turns out, clear communication is the missing puzzle piece! Here's what I learned: ?????? Speak up! Don't be shy, share your deadlines early and often. ??? Pro tip: schedule a quick kickoff meeting to level-set expectations. ?????? Listen actively! Understand their workflow, capacity, and potential roadblocks. ?? This helps you anticipate and adjust deadlines if needed. ?????? Collaborate like crazy! Involve the team in planning, delegate tasks strategically, and check in regularly. Teamwork makes the deadline dream work! Remember, open communication is your secret weapon. With a little planning and a lot of talking, you can conquer those deadlines together.

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2 Track and monitor progress

The second step is to keep track of how your team is performing and progressing towards the goals. Use regular check-ins, meetings, or reports to update your team and your client on the status of the project or account. Use a dashboard or a visual tool to show the progress, risks, and issues of each task, and how they affect the overall timeline and budget. Identify any bottlenecks, delays, or changes in the scope, and address them as soon as possible. Provide feedback, support, and recognition to your team members, and celebrate their achievements.

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Ricardo Chang

| Strategic Business Manager | BDM | Sales & Commercial | B2B & B2C | Disruptive Innovator | Mentor
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En mi experiencia, el acompa?amiento y retroalimentación con el equipo es esencial para lograr los objetivos comerciales. La supervisión y seguimiento es importante, sin embargo también la flexibilidad para que cada ejecutivo del equipo genere un vínculo con las cuentas que tiene a su cargo. La comunicación fluida y el flujo de información contribuye a generar un entorno ágil y eficiente. Sin embargo recuerde empoderar a sus ejecutivos, permitirles libertad de acción cuando lo amerite frente a situaciones cotidianas, y conversar qué decisión tomar, en caso hubieran contingencias o temas específicos con algunos clientes.

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3 Communicate and collaborate

The third step is to communicate and collaborate effectively with your team and your client. Use a communication tool or a platform that suits your team's preferences and needs, and establish clear and consistent channels and protocols for communication. Share information, updates, and feedback in a timely and transparent manner, and avoid unnecessary or confusing messages. Encourage your team to communicate and collaborate with each other, and foster a culture of trust, respect, and accountability. Involve your client in the communication and collaboration process, and keep them informed and engaged throughout the project or account lifecycle.

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Shabana Essa

Strategic Support for Executives | Digital Project Management | Marketing and Communications Specialist| Delivering Results through Seamless Collaboration
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New team members may take time to understand the company's processes and client expectations. So establishing clear communication channels is crucial. Schedule regular team meetings to discuss progress and challenges. Use these meetings to address any roadblocks and adjust deadlines if necessary. Foster an environment where team members feel comfortable communicating obstacles.

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4 Prioritize and delegate

The fourth step is to prioritize and delegate tasks according to their urgency, importance, and complexity. Use a prioritization matrix or a method that helps you rank the tasks based on their impact and effort, and focus on the ones that are most critical and valuable for the project or account. Delegate the tasks that are less urgent, important, or complex to your team members, and empower them to make decisions and solve problems. Provide clear instructions, expectations, and resources to your team members, and trust them to deliver quality work.

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Ricardo Chang

| Strategic Business Manager | BDM | Sales & Commercial | B2B & B2C | Disruptive Innovator | Mentor
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Priorizar las principales cuentas es crítico, para ello en mi experiencia se debe clasificar a los cliente a través de una matriz en base a criterios definidos. Una forma práctica de identificar el perfil de los clientes es a través de un cuadrante cuyas ejes son el atractivo de la cuenta y la fuerza relativa del proveedor percibida por el cliente. Dentro de los criterios de priorización hay que tener en cuenta el 1) volumen de venta potencial y 2) la importancia estratégica del cliente.

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5 Manage risks and contingencies

The fifth step is to manage the risks and contingencies that may affect the project or account. Use a risk management tool or a framework to identify, analyze, and evaluate the potential risks and their likelihood and impact. Develop a risk mitigation plan that outlines the actions, responsibilities, and resources needed to prevent or reduce the risks. Develop a contingency plan that outlines the alternative scenarios, options, and solutions in case the risks materialize or the project or account deviates from the plan. Communicate the risks and contingencies to your team and your client, and be prepared to act on them if needed.

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6 Review and improve

The sixth step is to review and improve your performance and processes as an account manager and as a team. Use a review tool or a feedback mechanism to collect, analyze, and report the results, outcomes, and feedback of the project or account. Evaluate the strengths, weaknesses, opportunities, and challenges of your work, and identify the best practices, lessons learned, and areas for improvement. Share your findings and recommendations with your team and your client, and implement the changes and actions that will enhance your efficiency, effectiveness, and satisfaction as an account manager and as a team.

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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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How can you manage deadlines when working with a new account management team?

1

2

3

4

5

6

7

1 Set realistic and clear goals

2 Track and monitor progress

3 Communicate and collaborate

4 Prioritize and delegate

5 Manage risks and contingencies

6 Review and improve

7 Here’s what else to consider

Account Management

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How can you manage deadlines when working with a new account management team?

1

2

3

4

5

6

7

1 Set realistic and clear goals

2 Track and monitor progress

3 Communicate and collaborate

4 Prioritize and delegate

5 Manage risks and contingencies

6 Review and improve

7 Here’s what else to consider

Account Management

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