Project Management & Coordination Flashcards

A preplanning consultant begins a new client file. Which step should come first in a well-managed preplanning project?

Answer: Conduct a needs-and-wishes discovery meeting

Discovery of the client's wishes, budget, and family situation defines the project scope before any commitments are made.

Which document best records who is responsible for each task, and by when, in a multi-party preplanning arrangement?

Answer: A task checklist with owners and due dates

A checklist assigning owners and deadlines creates accountability across the family, funeral home, cemetery, and insurer.

A client's arrangements involve a funeral home, a cemetery, and an insurance company. What is the consultant's primary coordination role?

Answer: Act as the single point of contact aligning all parties' requirements

A single point of contact keeps information consistent and reduces conflicting instructions.

Which is the best way to handle a change in the client's wishes after the plan is documented?

Answer: Update the plan in writing and notify affected parties

Written updates communicated to all affected parties keep the plan accurate and enforceable.

What does 'scope creep' mean in a preplanning engagement?

Answer: Uncontrolled additions to the services beyond what was agreed

Scope creep is the gradual expansion of requirements without matching adjustments to agreement, price, or timeline.

Why should the consultant confirm the client's authorized decision-makers during planning?

Answer: To ensure the right people can act on the plan and avoid later disputes

Identifying who has authority prevents family conflict and ensures wishes are carried out.

Which of these is a realistic milestone in a preplanning project timeline?

Answer: Signed agreement and funding confirmation

Milestones are project checkpoints such as signed agreements and confirmed funding.