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1、Fast Frameworks To Skyrocket Client EngagementTurning Checked-out Into Tuned-inYou cant expect wiz-bang client engagement from a willy-nilly meeting structureToday more than ever,clients have sky-high expectations of consultants and vendors.They demand highly personalized engage-ments that drive val
2、ue quickly.Theyre eager to contribute and collaborate,but keeping everyone engaged and aligned is a challenge.Meanwhile,the hybrid work environment brings a whole new level of complexity to building and sustaining client relationships.No matter what role you play in the client relationship,youre tas
3、ked with creating a cohesive,engaging,personalized experience that drives valuefrom new client discovery and user interviews to workshops,meetings,and presentations.No pressure,right?Its time to give your client engagements a digital-first refresh.Use this cheat sheet to make your client collaborati
4、on more engaging and productivewithout reinventing the wheel.2mural.coWhats inside?This cheat sheet is a resource to keep in your back pocket(or your down-loads folder)for client meetings.It includes practical tools and tips that you can plug into your existing process to bring a new layer of intera
5、ctivity to your client engagements.Part 1:Online workshop best practicesGet pro tips to take your digital meetings and workshops to the next level.Part 2:Client meeting checklistUse this checklist to quickly prepare for(and follow up after)each client meeting.Part 3:TemplatesKickstart client collabo
6、ration with premade templates built for consultants and client-facing teams.3mural.coChallengeTroubleshooting tipsTrust and psychological safetyBuilding trust with new clients takes time,but its critical to get them comfortable with collaborating and speaking up.Open meetings with an icebreaker or w
7、armup to get everyone comfortable.If people are hesitant to speak up,allow them to contribute ideas anonymously at first.Meeting and workshop participationAwkward silences,low energy,and unequal participation make it hard to get to the root of your clients needs and collaborate productively.Accommod
8、ate different working styles by diverging to brainstorm,collect data,or work solothen converging to collaborate and make decisions.Encourage active participation by having attendees collect notes,images,ideas,and questions in one shared space.Do an energizer activity to boost energy partway through
9、the meeting.Driving align-ment and understanding during meetingsWhen you rely solely on verbal commu-nication,things can get lost in transla-tion,leading to misalignment.Show,dont just tell.Use a visual thinking canvas with sticky notes,icons,images diagrams,and/or frameworks to get everyone on the
10、same page.Use dot voting to solicit feedback and collaboratively make decisions.Facilitation logisticsRemote meetings bring an additional layer of complexityyou need to jug-gle technology,leading activities and discussions,keeping track of time,and maintaining engagement.Split duties with a co-facil
11、itator or moderator.Use collaboration software that integrates with your video call platform so you dont need to switch back and forth between apps.Part 1:Online workshop best practicesGet simple,actionable tips for overcoming some of the most common client collaboration challenges.4mural.coChalleng
12、eTroubleshooting tipsStaying aligned between meetingsIt can be hard to keep everyone engaged and aligned between meet-ings,especially in a remote or hybrid work environment.Create a single source of truth for project updates,timelines,and documentsa virtual command center thats more accessible and c
13、ollaborative than a project management platform.Provide prework to get everyone on the same page before a meeting or workshop.Maintain momentum with asynchronous work.Not every-thing needs to happen in real time.Track everyones action items in one place to create clarity and transparency.5mural.coPa
14、rt 2:Client meeting checklistUse this checklist to prepare for,facilitate,and follow up after meeting with your clients.Before Determine the target outcomeDetermine what you want out of the meeting,and identify the best method for achieving your goal in a creative and produc-tive way.You can get ins
15、piration from popular methods like Agile,design thinking,and the LUMA System.(See part 3 of this cheat sheet for templates to get you started!)Assign preworkConsider assigning prework to maximize the teams time together.Structure your digital meeting spaceKeep multiple parts of your meeting or works
16、hop in one place,like a digital canvas in Mural.Organize the canvas into struc-tured sections and activities,with space for Q&A and note-tak-ing so no one feels like they need to interrupt the flow of con-versation to raise a point.Timebox everythingBreak down your methods into small chunks(510 minu
17、tes)and set a timer to keep the process focused.During Go digital-firstLevel the playing field by having everyone dial in on their own device,even if some team members are in the same building.Turn on webcamsRequest(but dont require)that all participants turn on their webcams to allow for nonverbal
18、communication.Orient to toolsIf youre using specific technology to facilitate the meeting,get everyone comfortable with the basic features and functionality before getting started.6mural.coDuring Warm upStart with a warmup or icebreaker to boost energy,spark creativity,and build connection.Direct tr
19、afficTurn-taking is more difficult in remote settings.Call on participants one at a time.Use a list of attendees or have each person nominate the next one to share out.Encourage active participationHave attendees collect notes,images,ideas,sketches,and questions in one shared spacee.g.,a digital can
20、vas in your Mural workspace.Define next stepsBefore the meeting ends,agree on and document next steps,including key dates and ownership for each task.After Organize the outputClearly label your notes,slides,and/or mural from the meeting.Organize them in a central folder so everyone knows where to lo
21、ok when they need to refer to a past session.Follow upAvoid workshop amnesia by following up promptly.Send attendees an email with next steps,the session recording,and other documentation from the meeting.7mural.coPart 3:TemplatesWhen you dont spend every meeting onsite with a client,it can be hard
22、to drive change and introduce new methodologies.Templates can help.Use these templates as guides to save you time,scale best practices,and inspire your own creativity.Theyre completely customizableonce you copy one,its yours to modify and adjust.Add your own agenda,methods,and unique point of view t
23、o make it work for your clients.Meeting NotesCustomer Discovery Canvas by Somersault InnovationSIPOC DiagramPersona Profile by Accenture Interactive NL8mural.coUser Journey Mapping by Accenture Interactive NLStakeholder Mapping by Somersault InnovationSWOT AnalysisWarmups and EnergizersExplore all t
24、emplates9mural.coVisitor links Give clients easy,no sign-up access to your mural.All Mural plans include unlimited visitors.Custom toolbar Limit the features clients can access to keep everyone focused,especially if theyre new to visual collaboration.Presentation mode Present information on the same
25、 canvas you use to collaborate on methods and activities later in your meeting.Timer Timebox activities and keep the agenda on track.Summon Bring everyone back to the same space on the canvas.Voting Quickly and anonymously make decisions as a group.Private mode Temporarily hide new contributions to
26、the mural to encourage authenticity and avoid groupthink.Templates Jumpstart collaboration and scale whats working.Choose from hundreds of premade templates or create your own.Discover digital-first visual collaboration with Murala space to work together visually with an easy-to-use digital canvas called a mural.With Murals free plan,consultants and client-facing teams solve client challenges faster by facilitating engaging discovery,alignment,and feedback sessions in one shared digital workspace.Mural for client meetingsGet started,free forever10mural.co