Soft skills

A client sends PBC with more files than requested. What do you do?

• Ignore the extra documents

• Download and store them without checking

• Review to see if anything useful is included, then infrom the team if relevant

• Ask the client to resend exactly what you asked for

Name one benefit of doing a quick check of the PBC file before you start

Your teammate sends a draft with unclear logic. What’s the best response?

• Rewrite it without informing them

• Ask for clarification respectfully, and provide constructive feedback

• Complain to the MIC

• Ignore as it’s not your job

When working on a recurring engagement, it is always safe to copy prior year working files. True or False?

• True

• False

What is one sign that you might need to “shout out” for help during an engagement?

A client responds with additional info buried deep in a long email thread. What should you do?

• Only read the latest reply

• Skim and assume it's the same as last year

• Carefully re-read the full thread and extract all relevant info

• Wait for someone else to summarize it

Why should you regularly read the client’s email thread (including older replies) before asking clarifying questions?

You’re halfway through preparing a deliverable but realize something doesn’t make sense. What should you do?

• Ask the client directly

• Complete the task anyway to meet the deadline

• Delete the file and start over from scratch

• Raise the issue to your SIC/MIC and explain your thought process

What should be your first step before starting to work on a client’s request?

• Thoroughly read the email thread between the team and the client

• Input numbers immediately

• Ask your SIC/MIC for instructions

• Wait until the client sends a reminder

How do you ensure that your deliverables are not just “done” but “done well”?