Request For Teambuilding : Questions to Ask Clients

This week I’m going to share with you what are the normal questions we can ask clients whenever they request a proposal.

1. What are the objectives/outcome of the teambuilding.
There are different types of clients. Sometimes, they just request for a proposal, but aren’t really clear about the objectives of the teambuilding they want to achieve. This is the most crucial part. This is because a teambuilding provider needs to be clear about the objectives that the company wants to achieve, in order to propose a teambuilding program/concept/activities that suits the objectives in mind. The common objectives of teambuilding are to recognize the benefits of teamwork, enhance communication, to acknowledge the happenings at work and the action that needs to be taken as well as fostering better working relationships between team members. Some of the companies are very good, they give specific aims they want achieved at the end of the teambuilding session – this could be something like increased ownership, responsibility and accountability at work.

2. What is the budget?
We as the training provider can propose a lot of exciting programs, but at the end we want to ensure the proposed programs are within the client’s budget. We never overpromised and under deliver. Companies do have budget for every training. Sometimes, they want to do a lot of things, but this is cannot be done because of their budget constraints. We will ensure the programs we propose are suitable with the client’s budget but still very much value for money. The preferred location should be within the clients budget as well. This is because we also need to pay for the accommodation and transportation. We want to make sure it’s a win for everyone.

3. Target Participants
It’s important for the teambuilding provider to know who are the target participants. This is because we need to be clear about what kind of activities suit them making it easier for us to communicate during implementation day. We need to know :
· How many participants are attending the teambuilding, how many men and women?
· Who are they – as in their designation?
· What language should be used?
· Which departments do they belong to?
· Have they been involved in any teambuilding before?

4. Contact Details of Client
After you ask the questions above, you need to get the client details. This is because you need these details for the proposal. You need to be clear on:
· The name of the company – make sure it’s spelled correctly.
· Who is the person in charge – who is the person requesting the proposal and what is his/her designation. You can request for the second person in charge as well, such as their superior/boss, the manager of the department that is requesting the teambuilding. This will help you to follow up and speak to the right person in the future.
· The company address – easier for you to send the invoice.
· Contact Numbers : telephone number and fax number. You can also request their mobile number if they allow you to contact them via mobile.
· Email address – for you to send the proposal. If possible, get second email to cc as well. So, if the person is not around, you can contact the next individual.

After you’re clear about all of these questions, now you can proceed with your proposal. Normally, we’ll prepare the proposal within three working days. Do not rush your proposal out as you need to ensure the proposed programs suit clients requirements and their budget.