Score Calculation
For each performance pillar, we ask several questions during feedback reviews. You can score up to 10 points for each question. We then calculate the average score for that pillar and multiply it by 10, giving a maximum score of 100 for that pillar in that specific review. All the feedback scores are then averaged to give you the Total Pillar Score, which you see in your portal.
The weight of this score is x1.
Types of reviews where your Client Management & Organization skills are rated:
Quality Assurance (QA) Checks
Client Reviews
Sources for this Score
QA Checks Questions & Points
Deliverables Presented?
(+2 points) Screen shared with client-facing Miro board
(+2 points) Presented deliverables with sufficient detail for the client to fully understand last week’s deliverables and milestones
(+2 points) Zoomed in the client facing appropriately to highlight key aspects of the work
(+2 points) Verbally presented for both the client and external stakeholders, who might need further context on what the team was working on
BONUS
(+1 point) Highlighted the behind-the-scenes work involved by screensharing the internal Miro board and presenting some of the backend creative processes behind the deliverables.
(+1 point) Verbally discussed the chosen creative process and its execution, providing context for creative decisions. i.e: 1- For this process, you requested a “creativity” approach that emphasizes strategy and guidance. To bring that vision to life, we are spending additional time on moodboarding. 2- Since it's a” production” process, we wanted to jump really quickly to execute the templates.
Next Steps & Expectations Setting
(+2 points) Presented the tasks for the upcoming week, ensuring the audience understands the team’s focus and objectives
(+2 points) Mentioned the deliverables and milestones expected in the upcoming week
(+2 points) Clarified any hiccups in the creative process and updated the timeline, setting clear expectations for delivery
(+2 points) Explained the client's role for the week, including the need for feedback, copy, or images, or meeting
BONUS
(+1 point) Requested the submission of new projects
(+1 point) Offered options and insights to ensure the smoothest possible process and accelerate timelines
Loom Duration
(+4 points) Aligned the length of the Loom video with the duration expectations specified for each client plan:
Essentials can be shorter than 2 minutes long
Plus should be within range (2-5 minutes long)
Premium can exceed the range
(+4 points) (Edited) Loom to be brief and concise, eliminating unnecessary silences/fillers
BONUS
(+2 points) Balanced the time spent discussing the timeline and deliverables, ensuring adequate attention was given to each, as both are equally important
Loom Sentiment
(+2 points) Engaged, maintaining focus on the recording
(+1 point) Ensured the camera was on
(+1 point) The video window was well-positioned, without obstructing important information such as the creatives' roles while presenting the timeline
(+2 points) Maintained a positive attitude and solution-oriented approach, even when addressing hiccups in the creative process
(+2 points) Eliminated background noise, ensuring clear sound quality
BONUS
(+1 point) Used a nice background for their video window
(+1 point) Extended a warm, nice greeting to the client and/or addressed specific names
Were the deliverables sent ahead of a meeting so the client had time to review prior during the week? Was it sent out appropriately through the form?
(+3 points) Deliverables were sent day of or at least 4 hours before a client meeting
(+3 points) Deliverables were submitted via the deliverables form and visible on the timeline
(+2 points) If the deliverable includes specific link to the item on the board
BONUS
(+2 point) There is a loom recording with at least one deliverable of the week
Was the feedback/direction from the client implemented in the deliverable?
Client Review Questions
How would you rate the amount of "back and forth" required?
Are you receiving the amount of updates you'd expect?
How well is your Miro board organized and managed?
How did clients feel about the relationship with your Creative Director?
How did clients rate the amount of "back and forth" required?
Designity Courses
Additional Resources
3-week cadence of working with a client by Joseph 06/2024
Collaborating Successfully with Clients by Joseph - 11/2023
Dealing with Difficult Clients by Joseph - 07/2023
How-to generate new project ideas by Joseph - 04/2024