Project Management & Coordination Flashcards

Which risk is most important to manage when a plan depends on a single provider?

Answer: Provider closure or ownership change

Provider closure or sale can disrupt the plan, so contingency and transfer options should be documented.

A consultant discovers a discrepancy between the contract and the cemetery's records. What should happen?

Answer: Document and resolve it promptly with the provider, informing the client

Prompt resolution and transparency prevent bigger problems at time of need.

What is a 'stakeholder' in a preplanning project?

Answer: Anyone with an interest in or role in the outcome

Stakeholders include the client, family, providers, and funding institutions.

Which scheduling approach best supports a client who is deciding slowly?

Answer: Offer a timeline with follow-up touchpoints and no pressure

A respectful timeline with check-ins keeps the project moving without high-pressure tactics.

How should confidential client information be handled during coordination?

Answer: Shared only as needed, with the client's consent and appropriate safeguards

Minimum necessary sharing with consent protects privacy and complies with obligations.

What is the benefit of a written contingency plan?

Answer: It prepares alternatives if a provider or person is unavailable

Contingencies give a ready alternative when circumstances change.

Which metric best shows a preplanning file is complete?

Answer: All required documents signed, funded, and distributed

Completeness means signatures, funding, and distribution of copies are all done.