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Set Expectations and Be Happier at Work

People are not us; they do things their way, not ours. This is so obvious. Yet violated expectations are consistently a source of lots of frustration and upset, both personally and professionally. “How could you not check your work before submitting information to a client?” “What do you mean you didn’t call that person back?” “You said what?!”

The most frequent request we get at Candid Culture is for feedback training. The call usually goes something like this, “The communication isn’t great at our company. Managers don’t give a lot of feedback. People don’t talk directly to each other when there are problems, they talk about each other. Can you help?”

Sure, we can help. But once we’re having this conversation people are already frustrated. Trust has been violated and relationships and reputations have been damaged. Instead of waiting for problems to occur, expect the unexpected. Set clear expectations before people don’t proofread reports, miss deadlines, and do other things you wouldn’t dream of doing.

How to avoid violated (often unstated) expectations? Ask more questions.

Here are seven questions you should ask every person you work with to set expectations. And if you do, your workplace will have fewer frustrations and violated expectations:

  1. What’s most important that you’re working on right now? What are your goals this quarter?
  2. What are we both working on that we can work on together? Or what should one of us stop working on?
  3. How do you like to communicate? Phone, video, in-person, by appointment, or impromptu calls?
  4. How do you like to receive information – email, voicemail, text message or instant messenger?
  5. If I need information from you and I haven’t heard back from you, what should I do?
  6. What are your pet peeves at work? How could I annoy you and not even know it?
  7. How do you like to be interrupted? (You’re going to be interrupted. You might as well have a preference.)

Here’s the philosophy and practice: People aren’t you. Anticipate challenges, breakdowns, and violated expectations, and talk about them before they happen. Make requests. Ask questions.

It’s always easier to ask for what you want than to give feedback.

set expectations


Giving Feedback – Short and Frequent Feedback Is Best

If you want to freak out the people you work with, tell them, “We need to talk.” If you really want to freak them out, say those four magic words on a Friday, or even better, the day before someone goes on vacation. “We need to talk” is rarely followed by, “and you’re awesome.” People know bad news is likely coming, and they’ll inevitably be on edge.

The antidote to asking for time to talk is to create opportunities to give feedback regularly.

There are many reasons giving feedback is hard. One of them is we wait too long. Something happens. We know we should address it, but we don’t want to. So, we wait to see if the behavior is really ‘a thing.’ Then it happens again. And now we know it’s ‘a thing.’ But we still don’t want to address it. Then the situation gets really bad, and now we have to say something. The conversation then takes 90 minutes, is painful, and everyone goes home unhappy.

Here are two keys to make giving feedback easier:

Giving feedback strategy one: Debrief everything.  Do a quick plus/delta on a regular basis to assess how things are going. Plus – what went well? Delta – what would we change if we could/what did we learn?

I recommend doing a quick debrief at the end of important meetings, hiring processes, projects, and when anything changes. Conduct a short debrief when you have staffing changes, gain or lose a client, launch or eliminate a product or service, etc. Change is an opportunity to evaluate how you work and to make appropriate adjustments.

When you debrief important events, you tell people that feedback is important and that it’s ok to be candid. Conducting regular debriefs also gives employees a chance to practice giving feedback, which is a hard skill. And like anything, the more we give feedback, the easier it becomes.

Conducting short, regular debriefs is one of the easiest ways to learn from the past and become a more candid culture.

Giving feedback strategy two: Schedule five to fifteen minutes each week to talk as a team or with direct reports. When you know you have time each week to talk with your manager, direct reports, and/or team members, you never have to ask for time to talk. Issues don’t build up or linger. Breakdowns and frustrations are discussed within of few days of their occurrence, and no one is on edge that bad news is coming at their end of their vacation.

The key to being effective at giving feedback is to give feedback regularly. Short, frequent feedback conversations are much more effective than infrequent, long conversations that everyone dreads and leaves feeling exhausted and demoralized.

Debrief everything meaningful. Meet with people weekly. Ask for and give feedback as things happen, and watch your culture change.

Giving feedback chapters

 


When Giving Feedback, Less Is More

People often hoard feedback until a situation becomes so frustrating that they can’t help but speak up. And because they waited too long to say what they think, many more words come tumbling out than is either necessary or helpful.

When it comes to giving feedback, less is more. Be specific, give an example or two, and stop talking.

If you want people to be receptive to your feedback, make it easier to hear by saying less. By saying less, I don’t mean don’t tell the truth or provide enough information that the person knows precisely what to do differently. I do mean, don’t provide more information than is necessary.

You are likely familiar with the phrase “let someone save face.” Allowing someone to save face requires saying just enough that the person knows what to do differently, but not so much that the person feels attacked.

giving feedback

Here are two examples of giving feedback do’s and don’ts:

Too much feedback: Last week you turned in a report that had five typos and had important pieces of information missing. I’m surprised you’d be so careless. It made our entire department look bad. I’m perplexed that you’d submit work without checking it first. What is leading you not to check your work and submit incomplete reports?

Don’t repeat feedback. Say it once and move on. And remove unnecessary judgments (careless) and share just the facts.

Just the right amount of feedback: The report you gave me last week had a few typos and was missing some important information. The report went to the client with those errors which didn’t reflect well on our department. What happened?

Too much feedback: I noticed you didn’t speak up during last week’s department meeting. People won’t know the value you provide if you don’t share what you’re working on. You need to be more vocal. People’s only exposure to you is often during our team meetings. If you don’t speak up, you won’t establish yourself as a leader in your department. People really need to know what you’re working on and the impact you’re making.

Redundant feedback feels critical and leaves the person feeling like they have been hit over the head with a mallet. 

Just the right amount of feedback: I noticed you didn’t speak during last week’s department meeting. Often, team members’ only exposure to you is during our weekly meetings. How can I help you feel comfortable speaking up so you can establish yourself as a leader in the department?

It’s easy to get carried away when giving feedback. We’re likely frustrated. And when our emotions run the show, it’s easy to say too much.

Here are three practices for giving feedback:

  1. Practice the 24-hour guideline and the one-week-rule. If you’re upset, wait 24-hours to give feedback, but not longer than a week after an event.
  2. Plan what you’re going to say both in writing and out loud. Practicing a conversation in your head is not the same as speaking it.
  3. Let someone you trust hear what you’re planning to say and ask that person how you can improve the feedback. Ask what you can remove without losing any of the message.

Planning a conversation is like packing for a trip. When packing for a trip, many people put their clothes on the bed, then put the clothing in a suitcase. Realizing they have way more than they need, they start taking things out of the suitcase. Eventually they arrive at their destination with much less than they initially packed, but still more than they need.

Use the same principles when planning a feedback conversation. Put every thought you have on paper, and then remove what you don’t need, leaving only the necessary points that tell the person just what they need to do differently.

When giving feedback, less is more. Tell the person what happened, why it’s a problem, and what they need to do differently. Then stop talking and let the person save face.

giving feedback


Defensive Behavior – Expect It vs. Avoid It

Most of us avoid giving negative feedback because we don’t want to deal with the recipient’s defensive behavior. We’re waiting for what I call, The Freak Out. The Freak Out is the predictable response to negative feedback.

Everyone wants to be seen as competent and adding value. When we give people negative feedback, we call those two things into question and the brain instinctively reacts. It’s as if you were driving down the road and the person in front of you slammed on their brakes. As an act of survival, you’d hit your brakes too. Becoming defensive when receiving negative feedback is the same instinctual response. We (almost) can’t help ourselves. So rather than dread and avoid others’ defensive behavior, expect it and have a plan.

Here are five ways to deal with defensive behavior:

  1. Plan your conversation by writing notes and bringing them to your conversation. I’m a fan of typed, double-spaced bullets that are easy to follow.
  2. Practice what you want to say out loud. What you say in your head is often different than what comes out of your mouth.
  3. Ask others for help. Change names and details to protect the feedback recipient and ask how someone else might deliver the feedback. Someone who is not emotionally involved will likely handle the conversation better.
  4. When the feedback recipient exhibits defensive behavior, take a breath and pause. Remember that you expected this. Don’t retract what you’ve said. Just let the person speak.
  5. Stay on track. Defensive behavior is designed to derail conversations. Keep the conversation focused on the feedback. Don’t become distracted.

What to say when people respond to feedback defensively:

Defensive behavior: “Why are you talking to me? I’m not the only one doing this.”

Appropriate response: “If others are doing this, I promise you that I’m managing it. Right now we’re talking about you. I know this is difficult. Let’s stay here.”

Defensive behavior: “You’re wrong. Everyone else has given me positive feedback.”

Appropriate response: “I know this is difficult. I’m asking you to __________.  Please do that.”

Defensive behavior: “You don’t like me and you’re picking on me.”

Appropriate response: “I’m sorry you feel that way. The reason I’m asking you to ________ is _______.”

Defensive behavior: “I disagree.”

Appropriate response: “I know that we disagree. And I’m asking you to __________.”

The key is not to get baited by defensive behavior. This is why I suggest preparing and bringing notes. When I’m having a particularly difficult conversation and the other person becomes defensive, I often become flustered and either forget what I want to say or back pedal. Do neither. Expect defensive behavior. Don’t get distracted. Stay on track. You can handle anything someone says.

Defensive Behavior


Seven Interviewing Techniques for Better Hiring Decisions

Want to spend less time managing performance issues?  Hire the right people. The right people make everything work. The wrong people drain your time, patience, and resources.

Instead of spending 60-90 minutes doing multiple interviews, which tell you little, give candidates a chance to experience the job, and see how they do.

I used to conduct thorough interviews after screening candidates via phone. I’d ask a lot of questions, and I still hired the wrong people. And as a result, we’ve changed our hiring practices at Candid Culture. We no longer do traditional interviews after phone screens. Instead, after conducting a phone screen, we give candidates about an hour to do parts of the job. Then we decide if we want to talk with them further.

hire slow fire fast

Too many companies spend too much time interviewing candidates they won’t hire. You might have multiple employees interview a candidate. It’s not uncommon for candidates to meet seven or eight people and spend multiple days interviewing. The ultimate decision maker often interviews the person last, cuts the candidate, and thus wasted existing employees’ and the candidate’s time. If you want your employees to be involved in the hiring process, have them interview only the candidates the decision maker would be willing to hire. Why waste everyone’s time?

Here Are Seven Interviewing Techniques to Make Better Hiring Decisions:

Interviewing Techniques Number One:  Consider hiring a recruiting firm to source and screen candidates. Reading 100 resumes is likely not how you want to spend your time.

 Interviewing Techniques Number Two:  If you choose not to outsource recruiting, create a few steps for candidates to follow when applying for a job with your company to weed out the people who aren’t serious.  It’s better to see 20 resumes from serious candidates than 100 resumes from candidates who potentially aren’t really interested in your company.

 Interviewing Techniques Number Three:  If you’re sourcing and screening your own candidates, conduct thorough phone screens. Assess culture fit and candidates’ ability to do the job, and eliminate candidates who don’t meet your criteria.

 Interviewing Techniques Number Four:  After conducting phone screens, schedule interviews with the candidates you’re interested in. Tell candidates they’ll be participating in a practical interview during which they’ll get to do parts of the job, so they can see if they’ll enjoy the work.

 Interviewing Techniques Number Five:  Have candidates do some work, observe them and/or the work they produce, and provide some positive and improvement feedback. If, after observing candidates do some work, you think they can do the job, and the candidate accepted your feedback without becoming defensive, conduct an in-person interview. If you don’t think they can do the job or were not open to feedback, eliminate the candidate.

During interviews, I screen for a candidate’s willingness to accept coaching and feedback. People who aren’t coachable or open to feedback are exhausting and difficult to work with.

Interviewing Techniques Number Six:  If you’re interested in a candidate after both the practical and in-person, video or phone interview, conduct detailed reference checks. Never, ever skip the reference check.

Interviewing Techniques Number Seven:  Lastly, if you’re going to extend an offer, ask your finalists to spend a day or half a day job shadowing. Job shadowing virtually is trickier than in person, but with some creativity, it can be done. Candidates and employers are on their best behavior during an interview and become more relaxed outside of the traditional interview. You want candidates to get a feeling for what it’s really like to work in your organization. Culture fit is the hardest thing for candidates and hiring managers to predict. Job shadowing helps.

Slow down your interviewing, be more thorough, and make better hiring decisions.

hire slow fire fast

Managing Up – Say Less. Ask More.

I’m often asked, “Can I give my boss or the people above me feedback? Is that really realistic?” Giving people ‘above’ you feedback has everything to do with the quality of your relationship and less to do with the person’s title. If your relationship is good and your boss is open to feedback, then yes, you can practice the feedback formula with them. If your relationship isn’t that solid or your boss isn’t open to your feedback, practice managing up by asking for what you want instead of giving direct feedback.

No one likes to be criticized or told that they are wrong. When giving someone direct feedback, no matter how kind the delivery, you are telling someone, “You’re doing ______ wrong. Please do _____ instead.” Being that direct is challenging when you don’t have a trusting relationship or when people are highly defensive. You can achieve the same desired results by simply asking for what you want.

managing up

Asking for what you want is less judgmental than giving direct feedback and is a subtle way of telling someone they are not giving you what you need. And people who are paying attention will get that. They don’t need it spelled out.

Here are a few ways to practice managing up with your boss and other leaders in your organization:

Example One:

Giving Direct Feedback: “You don’t make time for me. I’m getting behind on projects because you don’t take the time to review my work.”

Managing Up by Asking: “How can we ensure you get to review my work each week, so I can finish the projects I’m working on?”

Example Two:

Giving Direct Feedback: “Every time we have a meeting scheduled, you cancel it.”

Managing Up by Asking: “If meetings get cancelled, is it ok if I reschedule them?

Example Three:

Giving Direct Feedback: “You’re a micromanager. I feel like I can’t make a move without your permission.”

Managing Up by Asking: “I’d like to manage ________ project. What do you need to feel comfortable with me doing that?”

Telling someone at any level s/he is doing something wrong, which will likely evoke defensiveness. And being direct requires both courage and a good relationship. If you don’t have the relationship to be so direct, simply ask for what you want.

managing up


Manage Your Career- Regardless from Where You Work

Twenty years ago, during my annual performance review, my manager said, “You had a great year. You rolled out 18 new training programs and got more participation in those programs than we’ve ever seen in the past. But you’re all substance and no sizzle. You’re not good at sharing the work you’re doing, and as a result my boss doesn’t know enough about what you’re doing and to support a large raise for you, so I can’t even suggest one.”

That happened to me ONCE, and I swore it would never happen again.

Too many people believe that if they do good work, the right people will notice and they will be rewarded appropriately. Part of this thinking is accurate. To be rewarded appropriately, you need to be doing good work. But the people in a position to reward you also need to know what you’re doing and the value you’re adding.

Manage up

You need to find a way to share the value you’re providing without going over your boss’s head, sucking up, or alienating your coworkers.

Here are three ways to manage up while strengthening your business relationships.

All of these practices work whether you’re working virtually, hybrid, or in the office full-time.

Manage up tip number one: Ask your manager’s permission to send him a weekly update of what you accomplished during the week. This should be a one-page, easy-to-read, bulleted list of accomplishments or areas of focus.

Your boss is busy doing his own work. As a result, you need to let him know about the work you’re doing. Don’t make him guess.

Manage up tip number two: Periodically share what you’re doing with the people your manager works for and with. That can sound like, “I just wanted to share what my department is accomplishing. We’re really excited about it.” Ask your manager’s permission to do this and tell her why you want to do it (to ensure that the senior people in your organization are in-the-know about what your department’s accomplishments).

If you’re not sure who can impact your career and thus who you should inform about your work, ask your manager. She knows and will tell you, if you ask.

Manage up tip number three: Use the word “we” versus “I.” “We accomplished…..” “We’re really excited about….” Using the word “we” is more inclusive and makes you sound like a team player versus a lone ranger.

Don’t assume that people know what you’re doing or the value you’re adding to your organization. Instead, assume people have no idea and find appropriate ways to tell them. You are 100% accountable for your career.

Manage up


Surviving a Matrix Management Structure

Working in a matrix management structure often means being accountable to several people (having multiple bosses) and having accountability without authority – both of which are challenging. It’s not uncommon for people working in a matrix management structure to be frustrated. People with dotted-line employees or managers often say they’re unsure of who they really work for, who to go to with challenges and needs, and that they don’t have the authority to lead people or processes. All of these frustrations are avoidable and manageable. The key to making a matrix management structure work is lots and lots of communication.

matrix management

If you work in a matrix management environment and are thus accountable to multiple people, take charge of the management structure by asking the questions:

  • Who is my ultimate boss?
  • Who has input on my performance feedback and review?
  • Who writes my performance review?
  • Who has decision-making authority over my pay increases and promotion opportunities?
  • Who do I go to when I need help?

Request:

  • Quarterly (at a minimum) group meetings with all the managers you’re accountable to
  • That all the managers you’re accountable to provide input on your performance appraisal
  • That all the managers you report to participate in your performance discussion(s)

Follow the same practices for people who dotted line report to you. If you’re accountable for someone’s results, but you’re not their direct supervisor, ask for quarterly meetings with the employee and their boss. Ask to participate in the employee’s appraisal process and keep the lines of communication between you, the employee, and the direct supervisor transparent and open. Talk regularly. Agree on who sets expectations and gives feedback. Be sure you know your role and the direct supervisor’s role.

The key to making a matrix management structure work is:

  • Everyone knows who does what and who has what authority
  • Group meetings that happen at least quarterly
  • Expectations are clear

Ask more. Assume less.


Four Examples of Positive Feedback

Most training programs about giving feedback focus on negative feedback, because giving negative feedback is hard and makes us uncomfortable. But most people aren’t any better at giving positive feedback.

Most of the positive feedback people get at work really isn’t feedback at all. It’s vague, fluffy, and unhelpful. Aka, Cap’n Crunch – sweet but useless.

“Great job.” “You’re awesome.” “You’re great to work with.” None of this qualifies as real feedback.

Examples of positive feedback

The purpose of positive feedback is to make people feel valued and appreciated and to get them to replicate a behavior. Telling someone, “great job” or “you’re doing great work” will make the person feel good (momentarily), but won’t tell them what to replicate. These phrases are vague, and vague positive comments come across as inauthentic at best and unhelpful at worst.

Here are a few examples of what I refer to as real vs. fake feedback:

Example of positive feedback:

Fake feedback: “Great job.”

Real feedback: “You researched three vendors when making a proposal of who we should choose to manage our payroll operations. You included all the necessary information for us to make a decision and presented the information in a one-page table that was easy to read. Your work made it really easy to make a decision. Great job!”

Example of positive feedback:

Fake feedback: “You’re really reliable.”

Real feedback: “I know that whatever I give you to do will get done the first time I ask and will be accurate. I don’t have to ask again or check your work. You check your work for typos and mistakes before submitting it.”

Example of positive feedback:

Fake feedback: “You make my job easy.”

Real feedback: “Last week you noticed an invoice that didn’t seem accurate. You researched the invoice and got the mistake corrected before I even knew there was a problem. You make my job easy.”

Example of positive feedback:

Fake feedback: “You’re awesome.”

Real feedback: “You always do what’s right for the company. Last week you called a vendor whose service has been spotty. You provided them with feedback and asked for their plan to improve their service levels. This added a lot of value to our organization.”

The guidelines for giving positive feedback are the same as giving negative feedback:

  • Be specific.
  • Give an example.
  • Give feedback close to the time an event happens.

To give specific and meaningful positive comments, you will have to observe performance, and that takes time. But if you want someone to replicate a behavior, tell the person specifically what she did well.


Manage Your Professional Reputation – Learn Who’s On Your Team

You will be passed over for jobs, projects, and second dates, and never know why. Being passed over isn’t necessarily a bad thing, not knowing why you were passed over is problematic. If you don’t know why you’re being passed over, how can you be prepared next time?

Organizations are political. People talk. You’ve undoubtedly already experienced this.

If you want to manage your professional reputation, one thing you must know is who talks about you and what they say. How decisions get made in organizations isn’t always obvious. There are the obvious channels of decision making, like your boss and your boss’s boss. But there are also the people who talk to your boss and boss’s boss and have an opinion about you, who you may not be aware of.

Manage your professional reputation

Everyone in an organization has people they trust, who they listen to and confide in. Who those trusted people are isn’t always obvious. When you’re being considered for a new position or project, the decision makers will invariably ask others for their opinion. Knowing who does and doesn’t support you in a future role is essential to managing your professional reputation and career.

I don’t want you to be nervous, paranoid, or suspicious at work. I do want you to be savvy, smart, and aware.

It’s not difficult to find out who can impact your professional reputation at work, you just need to ask the people who know. Start with your manager. Your manager likely knows and will tell you, if you ask.

To ensure you know who can impact your professional reputation, tell your manager:

“I really enjoy working here. I enjoy the people, the work and our industry. I’m committed to growing my career with this organization.”

Then ask two or three of these questions:

  • Who in the organization should I have a good relationship with?
  • Who/what departments should I be working closely with?
  • Who impacts my professional reputation and the opportunities I have?
  • What skills do I have that the organization values most?
  • What contributions have I made that the organization values most?
  • What mistakes have I made from which I need to recover?

Your manager doesn’t walk around thinking about the answers to these questions. If you want thoughtful answers, set a time to meet with your manager. Tell your manager the purpose of the meeting – to get feedback on your professional reputation so you can adeptly manage your career – and send the questions in advance, giving your manager time to prepare for the meeting. You will get more thoughtful and complete answers if your manager has two weeks to think about the questions and ask others for input.

Don’t be caught off guard by a less-than-stellar professional reputation. Take control of your reputation and career. Ask more. Assume less.

 


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