Question Preview: Managing Clients

As Grant Professionals, we manage clients.  If you are not a grant consultant you may think, “I don’t manage clients”, but take another look at your day-to-day interactions and you will see that you are managing clients. Clients come in all different forms, depending on your role and perspective. For consultants, we have clients that hire us and our firms for specific projects or periods of time.  For grant professionals working as employees, your clients can be the program that is engaging you to develop a grant strategy or work on a grant application. Many grant professionals work within large nonprofits, government agencies or universities, and each department or program is another client. So, how do we manage the demands of multiple clients? How do we serve each client and balance the last minute deadlines?


Managing clients is an art form. As grant professionals, we are managing projects, teams, and clients.  How we manage clients makes a difference on our sanity, our productivity, and our success.

Preview Questions for 08/18/15 Managing Clients:

Q1: What is your definition of internal and or external client w/in your work? #grantchat

Q2: What steps do you take to build client/vendor/partner relationships? #grantchat

Q3: How do you manage internal/external clients goals and timelines? Multiple clients? #grantchat

Q4: How important is listening to client management?  When and why is listening important? #grantchat

Q5: What are the ‘red flags’ that a potential or existing client is going to be or has a problem? #grantchat

Q6: How do you stop or manage ‘difficult client’ situations? #grantchat

Q7: What tech tools do you use to manage internal / external clients? #grantchat

Q8: How has internal and external client management improved your grant success? #grantchat

Q9: If you had a magic wand – what would you change about client management? #grantchat

Q10: What are your top tips/tools for new grant pros to effectively manage clients? #grantchat


We are looking forward to having you join us on August 18, 2015  at 12 pm ET for “Managing Clients” on @Grant_Chat, sponsored by Smartegrants @smartegrants and co-moderated by Jo Miller @JM_grants and Diane Leonard @DianeHLeonard.


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