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Here's how you can effectively manage client expectations in product engineering projects.

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Managing client expectations is a critical aspect of product engineering, which involves the design, development, and delivery of products. In a field where innovation and precision are key, aligning client visions with practical realities can be challenging. Your role is to navigate this complex landscape by setting clear expectations, maintaining open communication, and ensuring that the final product meets the client's needs without overpromising. This article will guide you through effective strategies to manage client expectations and foster a successful partnership in your product engineering projects.

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Ramses Galaz

CEO at GSE Biomedical | I help customers with Product Design & Development, Regulatory Affairs, and Business Leadership…
Flávio Gabriel Silva Santos

Gestor de projetos sênior na Stellantis | Master of Business Administration (M.B.A.)

1 Clarify Goals

Begin by having a detailed discussion with your client to understand their vision and objectives. Clarifying goals early on sets a foundation for what the project aims to achieve. It's crucial to document these goals and ensure that both parties agree on the expected outcomes. This initial step prevents misunderstandings and provides a reference point throughout the project lifecycle. Remember, clear goals lead to clear results, so invest time in this critical conversation.

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Ramses Galaz

CEO at GSE Biomedical | I help customers with Product Design & Development, Regulatory Affairs, and Business Leadership | PhD Biomedical-Mechanical Engineering
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First and foremost, have a design plan as without it the project may shift to unexpected results. The second task is to make sure that your client is aware that just because it is their idea the product may not be the best design. Quite often, products fail just because clients are so attached to an original idea and they don't allow newcomers to suggest changes at all. I've been there too many times and the clients refuse to change what they believe are important features that just add complexity, cost and lower functionality. Keep in mind that product design is all about decision making and to not get attached to an idea simply because it is your idea. We should be open to accept criticism.

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Flávio Gabriel Silva Santos

Gestor de projetos sênior na Stellantis | Master of Business Administration (M.B.A.)
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> Defini??o Clara do Escopo do Projeto Documenta??o Detalhada: Crie uma especifica??o técnica detalhada que descreva todas as funcionalidades e características do produto. Alinhamento Inicial: Garanta que todas as partes interessadas concordem com o escopo do projeto desde o início. Utilize ferramentas como diagramas de fluxo de trabalho e protótipos para ilustrar claramente as expectativas.

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Saeed Al Hasan .AI ??

Chief AI in Dubai | Govt AI Initiative Enabler | Former In Product Innovation Management, at the UAE Prime Minister’s Office | Certified By Dubai Centre for AI & MBR Innovation Centre | ???? ?? ??? ???????? ?? ????? ???
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Set clear project scope, communicate regularly, manage timelines realistically, provide regular updates, and address concerns promptly.

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2 Set Realistic Timelines

One of the most common pitfalls in project management is the underestimation of time required for completion. To avoid this, set realistic timelines that account for all stages of product development, including design, prototyping, testing, and revisions. Educate your client about the time each phase may take and why buffer periods are essential for unexpected challenges. A transparent timeline fosters trust and tempers urgency, allowing for high-quality product engineering.

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Flávio Gabriel Silva Santos

Gestor de projetos sênior na Stellantis | Master of Business Administration (M.B.A.)
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Defini??o de Metas e Marcos Realistas Planejamento Realista: Estabele?a metas e prazos realistas, baseados em uma análise detalhada de capacidades e recursos. Gerenciamento de Riscos: Identifique riscos potenciais desde o início e desenvolva planos de contingência.

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3 Communicate Regularly

Communication is the lifeline of any project. Establish a routine for providing updates and gathering feedback. Whether it's through weekly meetings, email summaries, or a project management tool, regular communication keeps the client in the loop and builds confidence in the project's progress. It also provides opportunities to adjust expectations if necessary and address concerns promptly.

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Flávio Gabriel Silva Santos

Gestor de projetos sênior na Stellantis | Master of Business Administration (M.B.A.)
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>Comunica??o Transparente Relatórios Regulares: Estabele?a uma rotina de comunica??o com relatórios de progresso regulares. Inclua marcos atingidos, desafios encontrados e as próximas etapas. Reuni?es Periódicas: Agende reuni?es regulares (semanalmente ou quinzenalmente) para discutir o progresso, alinhar expectativas e ajustar o plano conforme necessário.

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Prabakar Marimuthu

Head of Engineering | SaaS Product Development | Cloud Transformation | Driving Innovation & Customer Success
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Communication is crucial for success. Over-communicate to ensure that the customer shares the same understanding as the product engineering team regarding scope, progress, challenges, and timelines. Being proactive and identifying potential risks early allows you to inform the customer promptly. Additionally, encourage the customer to be transparent about any new requirements, plan changes, and other developments.

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4 Manage Scope Changes

Scope creep, the tendency for a project's requirements to increase over time, can derail even the most well-planned projects. To manage this, define the project scope clearly from the outset and document any changes thoroughly. When scope changes occur, discuss the implications on budget and deadlines with your client and adjust expectations accordingly. This helps maintain project focus and control.

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Flávio Gabriel Silva Santos

Gestor de projetos sênior na Stellantis | Master of Business Administration (M.B.A.)
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>Gerenciamento de Mudan?as Processo de Solicita??o de Mudan?as: Implemente um processo formal para a solicita??o de mudan?as, que inclua avalia??o de impacto, custo, tempo e aprova??o. Flexibilidade Planejada: Esteja preparado para mudan?as, mas mantenha o controle rigoroso para evitar escopo descontrolado (scope creep).

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5 Demonstrate Progress

Clients appreciate seeing tangible evidence of progress. Use prototypes, demos, or progress reports to demonstrate advancements in the project. This not only reassures clients that their investment is materializing into a real product but also provides a platform for feedback and adjustments. Visible progress is reassuring and can significantly contribute to client satisfaction.

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Flávio Gabriel Silva Santos

Gestor de projetos sênior na Stellantis | Master of Business Administration (M.B.A.)
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> Engajamento do Cliente Participa??o Ativa: Envolva o cliente no processo de desenvolvimento através de revis?es de design, testes de protótipos e valida??es intermediárias. Feedback Contínuo: Colete e incorpore feedback do cliente regularmente para garantir que o produto final atenda às expectativas.

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6 Foster Partnership

Lastly, approach your client relationship as a partnership. When clients feel like partners in the engineering process, they're more likely to understand the complexities involved and maintain realistic expectations. Encourage their input and show how their feedback contributes to the product's success. A collaborative approach strengthens the relationship and ensures that both parties work towards a common goal.

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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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Here's how you can effectively manage client expectations in product engineering projects.

1

2

3

4

5

6

7

1 Clarify Goals

2 Set Realistic Timelines

3 Communicate Regularly

4 Manage Scope Changes

5 Demonstrate Progress

6 Foster Partnership

7 Here’s what else to consider

Product Engineering

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Here's how you can effectively manage client expectations in product engineering projects.

1

2

3

4

5

6

7

1 Clarify Goals

2 Set Realistic Timelines

3 Communicate Regularly

4 Manage Scope Changes

5 Demonstrate Progress

6 Foster Partnership

7 Here’s what else to consider

Product Engineering

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