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Business Relationships Archive

It’s Ok to Set Boundaries at Work: How to Say “No”

I’m embarrassed how often I do things I don’t want to do because I’m afraid of looking bad. I agree to things I don’t want to do. I even suggest doing things I don’t want to do, because I think it will look bad if I don’t. Then I have deep regrets.

If I’m aware of this practice, why do I keep doing it, over and over and over? I suspect the need to look good and be liked is so pervasive, it over-powers reason and self-talk. Telling myself, “Don’t do it. You will regret this,” doesn’t help. The need for approval is all-powerful (to me).

My old boss told me many years ago, “Your need to be liked will kill you as a manager,” and he was right. It’s why I can’t interview my own candidates. I want them to like me too.

I suspect I’m not alone here. I lot of us say yes when we want to say no. We extend ourselves and regret it later.

What can be done, at an organizational level, to prevent ourselves and fellow employees from over-extending?

  1. Sanction, at a team and organizational level, that sometimes it’s ok to say no.
  2. Try saying, “Here’s what I can do…” or “Here is what we will do” when you don’t want to say “no”.
  3. Suggest that at times people take 24-hours before agreeing to take on a new task or project. Pause before committing.
  4. Make room for negotiation, so people can say yes on terms that work for them.

Speak your truth and know that it’s ok to set boundaries. Boundaries prevent burnout.


How to Get More Feedback – Eliminate Surprises

Who have you fired lately? The person who cuts your hair or lawn? A doctor, accountant, or restaurant where you had a bad experience? Did you call any of those providers and tell them why you were replacing them? My hunch is no. There’s little incentive to do so. Why risk their defensiveness? It’s easier to just replace them. And the same is true for you.

There’s little incentive for the people you work with to tell you when you frustrate them. The perceived cost seems too high. The people you work (and live) with have experienced others’ defensive responses to negative feedback (which is no fun) and they don’t want to experience your reaction. As a result, when you disappoint or frustrate others, it’s easier to say nothing than tell you the truth.

receiving feedback

The tendency for others to tell you things are fine when they’re not, will prevent you from managing your career and relationships. People will go missing and you’ll be passed over for professional opportunities and never know why.

To make it more likely that people will tell you when you disappoint or frustrate them, make it easy to tell you the truth.

Here are seven practices for receiving feedback:

Receiving Feedback Practice #1: When you begin new relationships, tell people you want their feedback.

Receiving Feedback Practice #2: Promise that no matter what people say, you’ll respond with “thank you.” This is very hard to do.

Receiving Feedback Practice #3: Tell people you already have relationships with, that if you haven’t said it in the past, you really want their feedback and promise to respond graciously with “thank you.”

Receiving Feedback Practice #4: Ask people who matter to you for feedback regularly.

Receiving Feedback Practice #5: Resist the urge to get defensive.

Receiving Feedback Practice #6: Catch yourself when you start to become defensive and apologize. Say something like, “I’m getting defensive. I’m sorry. Tell me again. I’ll do a better job of listening.”

Receiving Feedback Practice #7: Take a break from conversations during which you find yourself responding defensively. Say something like, “I’m not responding as well as I’d like. How about we take a break? Give me a few minutes (hours or days) and I’ll come back to you to talk more. I really want to hear what you have to say.”

The aforementioned list provides recommendations for asking for and receiving feedback you want, not feedback you don’t. You are not a dumping ground. Don’t ask for feedback you don’t want. And when you do ask for feedback, qualify what type of feedback you’re looking for. Telling people “I want your feedback” doesn’t mean they’re welcome to say whatever they want.

The purpose of asking for feedback and making it safe to tell the truth is to give you more control over your career and relationships. It’s ok to be passed over for opportunities and relationships, but it’s unhelpful not to know why.


Setting Clear Expectations Leads to Greater Happiness

The daily monologue in my house sounds like, “I am not your housekeeper. My job in life is not to clean up after you.” I am, of course, talking to my nine-year-old son who leaves his stuff all over the house and doesn’t see it as his job to clean it up. My expectation is that he will pick up after himself, and when he doesn’t, I get very frustrated.

Violated expectations are at the root of disappointment, frustration, and broken relationships. We think, “I expect you to do or be a certain way and you’re not, so I’m unhappy.” If you want to be more satisfied and less frustrated, change your expectations. I don’t mean lower your expectations. I really do mean change them.

Setting expectations

My son’s behavior was tortuous until I got the sage advice, “You’re not going to get everything you want. Pay attention to the big things and be ok with good enough.” That’s hard for me. I want things done a certain way (my way). But I also don’t want to do everything myself. So, I find myself altering my expectations and being ok with good enough. And it is very, very difficult.

You likely want each of your employees, coworkers, boss, clients, and vendors to do things a certain way. Sometimes they’ll meet those expectations and sometimes they won’t. Decide what you must have, communicate those expectations (repeatedly if necessary), and let the rest go.

Here are four steps for setting expectations at work:

Setting expectations step one: Consider everything you need or want from a person. Make a list, even if you’ll be the only person who sees it.

Setting expectations step two: Determine what that person is capable of providing. What’s realistic given who they are and the constraints they’re under (time, skills, experience, etc.)?

Setting expectations step three: Reset your expectations, if necessary.

Setting expectations step four: Ask for what you want and be specific about your requests. Telling someone, “This needs to get better,” will accomplish nothing. Telling someone, “I’d like to be included in each meeting that relates to this project and cc’d on all pertinent emails,” may just get you what you need.

As William Ury said in his book Getting to Yes, be hard on the problem and easy on the person. When you address violated expectations, simply share what you expected to have happen and what actually did happen. That could sound like, “I thought we agreed I would be invited to each meeting pertaining to this client. There was a meeting last week I wasn’t invited to. What happened?” Watch your tone of voice when asking this question. Be neutral and curious.

Changing your expectations will likely be a daily occurrence. People won’t necessarily do things your way or even the way you hoped. Decide what you must have, and let the rest go. Just think of all the time and aggravation you’ll save.


Ask Better Questions and Stop Being Disappointed at Work

I’m taking golf lessons, which should frighten anyone within 100 feet. Every time the instructor explains something new, he asks me, “Does that make sense?” “Does that make sense” is a common clarifying question that many people ask, but it’s not a good question for two reasons.

Clarifying Questions

Reason number one: If an explanation doesn’t make sense to me, I’m the idiot for not “getting it.” The question implies that the instructor was clear, I just “didn’t get it.”

Reason number two: The question doesn’t force me to speak, thus the person asking the question doesn’t get any information. “Does that make sense” is like asking a shopper in a store, “Can I help you?” We all know the right answer to that question is, “No, I’m just looking.” This is a similar to when someone asks, “Are there any questions?” The right answer is “no.” And when people say “no,” the person who asked the question often says, “good,” affirming people for not asking questions and making it less likely that questions will be asked in the future.

The purpose of asking questions is to get information. The problem with asking, “Does that make sense?” or “Do you have any questions?” is that the typical answers teach us nothing.

The golf instructor should be asking me:

  • What did you learn today?
  • What are you planning to do as a result of what we’ve covered?
  • What techniques did I demonstrate? Let me see how that form looks.
  • What questions do you have for me?

If he asks me the clarifying questions above, he will know what I am likely to do on the golf course.

Here are some clarifying questions that will force people to talk and won’t make them feel stupid for asking questions. Instead of asking, “Does that make sense,” consider asking:

“I want to make sure I gave clear instructions. Will you tell me what I’m asking you to do?” You could also phrase the questions like this, “Just so I know how I landed, what do you think I’m asking/expecting you to do?” or “What does a good job look like?” or “What should this look like when it’s complete?”

** These questions may sound condescending and like micromanaging in writing, but the questions can be asked in a supportive and non-judgmental manner. If you’re worried that the questions will make you appear as controlling or micromanaging, just say that. “I want to be sure you’re set up for success. If any of my questions feel condescending, please tell me. That isn’t my intention.”

I was talking with one of my clients a few months ago. She was very upset because she told one of her employees what to do and he didn’t do it. Frustrated, she said, “He knew what to do, and he didn’t do it.” I asked her, “How do you know that he knew what to do?” She replied, “I told him what to do and when I asked if he had any questions, he said no.”

Her situation is a common one. The right answer to “Do you have any questions” is “no.” And we’re surprised when we swing by the person’s desk two weeks later to get a status update on the project, and they haven’t started working on it yet.

Here are some additional examples of clarifying and delegation questions. These questions will force people to speak, providing a clearer sense of what people know and are likely to do.

  • What questions do you have?
  • What are you planning to do first? If the person answers this question appropriately, ask what they are planning to do next. If they don’t answer the question appropriately, step in and give more direction.

Provided you trust that the person knows what to do, give a tight deadline and ask to review the person’s work in a few days. Give people some freedom, but not enough to waste a lot of time and go down a fruitless path. Delegation is something at which most managers can improve. More effective delegation will lead to fewer missed deadlines and frustrations in the workplace.

 


Employee Engagement Surveys – Why Not Do Them Live?

Surveys are a great way to gather data. They’re not a great way to build relationships. In addition to sending out employee engagement surveys, ask questions live. Employees want to talk about their experience working with your organization, and employees will give you real, honest, and salient data, if you ask them and make it safe to tell the truth.

Here are a few methods of gathering data, in addition to sending employee engagement surveys:

Managers, ask questions during every one-on-one and team meeting with employees.

Managers, consider asking: 

  • What’s being talked about in the rumor mill?
  • What do I need to know about that you suspect I don’t?
  • What makes your job harder than it has to be? What would make your job easier?
  • What meetings are not a good use of time?

Listen and be careful not to defend. Employees want to be heard. Respond if you’re able, but don’t deflect the feedback you receive.

Leaders, conduct roundtable discussions with small groups of employees throughout the year. I’d suggest discussions with groups of six employees. Have virtual or in-person lunch or coffee. Keep the meetings informal.

Leaders, consider asking:

  • What’s a good decision we made in the last six months? What’s a decision we made that you question?
  • Do you refer your friends to work here? If not, why not?
  • What’s something happening in the organization that you’re concerned about?

How to Get the Truth:

  • Ensure there are no negative consequences for people who tell you the truth.
  • Give positive attention to the people who risk and give you negative information.
  • Tell employees throughout the organization what you learn during these discussions and what you will and won’t be doing with the information. Share as much information as you can.
    • You don’t need to act on every piece of data you receive. Just acknowledge what you heard and explain why you will or won’t be taking action.

Employees are loyal to managers and organizations they feel connected to, and connections are formed through conversations. So, in addition to sending employee engagement surveys, ask questions during every conversation and make it clear that you’re listening to the answers.


Know Your Reputation to Manage Your Career

At some point, you’ll get passed over for a promotion, project, or piece of work, and no one will tell you why. Why should they? There is little incentive to deal with your likely (human and normal) defensive response. It’s easier to say nothing.

The problem is that this lack of information gives you no ability to manage your career.

Most people get almost no feedback at work. “Good job” isn’t feedback. Neither is, “You seem distracted.” And being told, “You just weren’t the right fit,” is utterly unhelpful.

If you want to manage your career, you need more information. Getting this information might seem scary. You might be thinking, “What if I don’t want to hear what people have to say? What happens if I hear something really bad?” People are so hesitant to give feedback, they’ll likely go easy on you. You won’t hear anything you can’t handle.

There are people in your life who will tell you the impression you create, what you’re like to work with, and why you might not have gotten a job you really want. They’ll tell you, if you ask and make it safe to tell you the truth. Making it safe means you can’t defend yourself. No matter what the person says and how hard it may be to hear, you must respond with, “Thank you for telling me that,” even if you’re convinced they’re wrong.

The easier it is to give you feedback, the more feedback you’ll get. The harder it is to give you feedback, the less you’ll get. Remember, no one wants to deal with your defensive response. It’s easier to say nothing.

Identify three to five people in your life who care about you, who you trust. They might work with you now, but perhaps not. Don’t overlook your friends, family, spouse and past co-workers. Tell each person, individually, that you want to know more about the impression you make and what you’re like to work/interact with. Do this over the phone or in-person. Emailing the request doesn’t demonstrate seriousness. Ask the person to schedule a conversation with you. Send your questions in advance, so the person is prepared. Have the scheduled meeting; don’t cancel it, even if something important comes up. Consider asking: The first impression you make; what you’re like to work/interact with; the best thing about you; and one change you could make. Say, “thank you,” for the information and not more. Don’t underestimate the power of your emotions. Everyone gets defensive when receiving feedback. Defensiveness can be off-putting and scary to others. Don’t do anything to limit future feedback.

Ask these questions a few times a year. You don’t necessarily need to make any changes, based on what you learned. The point isn’t to act on the information, it’s merely to have it. Information is power, and power is control.


Want to Give Real Feedback? Be Specific.

Want to know one of the reasons people get defensive when you give feedback and why they often don’t change their behavior? Because what you’re giving them isn’t actually feedback.

“You’re awesome to work with” isn’t feedback. Neither is “You did a great job.” “Your work isn’t thorough” isn’t either. Neither is, “You were inappropriate.” Most of what we consider feedback isn’t feedback at all. It’s vague, unhelpful language that leaves people wondering what they need to do more, better, or differently.

There are only two reasons to give feedback – to encourage someone to either change or replicate a behavior. Unfortunately, most of the ‘information’ we give is too vague to help people do either.

When you coach or give feedback, you serve as someone’s GPS. Like the GPS on your phone, you need to be so specific the person knows precisely what to change or replicate. If you were driving and your GPS said, “Good job” or “I think you’re off track,” you’d throw the GPS out the window and get a map.

If you give someone what you consider feedback and the person responds with, “I don’t know what you mean. Can I have an example?” you’ll know you weren’t helpful.

Here are six tips for giving helpful feedback:

Giving feedback tip one:  Write down what you plan to say, then strip out half the words. Shorter feedback with fewer words is better.

Giving feedback tip two: Practice what you plan to say out loud. Have you noticed that what you ‘practice’ in your head is typically not what comes out of your mouth?

Giving feedback tip three:  Before having a conversation, give the feedback to an independent, third-party and ask the person to tell you what they heard. If that person is clear, the feedback recipient likely will be too. Ensure who you practice with will maintain confidentiality. Your organization doesn’t need more gossip.

Giving feedback tip four: Tell someone else about the conversation you need to have and ask that person what they would say. Anyone not emotionally involved in the situation will do a better job than you will. It’s our emotional involvement that makes feedback conversations so challenging. Again, ensure confidentiality.

Giving feedback tip five: Ask the feedback recipient what they heard you say. Asking, “Does that make sense?” is an ineffective question. “Do you have any questions?” isn’t any better. You ask questions to get information. Yes or no questions don’t teach you anything. Require people to tell you what they know and don’t know by asking open-ended questions.

Giving feedback tip six: Give one to three examples of what the person did or didn’t do, during the conversation. If you don’t have an example, you’re not ready to provide feedback, and anything you say will evoke defensiveness rather than behavior change.

Giving feedback doesn’t have to be so hard. Be so specific that your feedback could be used as driving directions. The purpose of feedback is to be helpful. Just say it feedback training  


Setting Expectations is Always Easier than Giving Feedback

Think about all the people and situations that frustrate you. Now consider what you’re asking for. My hunch is, you’re getting what you ask for.

While most of us aren’t great at telling people when they violate our expectations, we’re not much better at asking for what we want. You might be afraid of appearing demanding or may not feel you have the right to make requests. When you tell people what you expect, you make their lives easier. Think about when someone invites you to their house for dinner. If you have any manners (and I’m sure you do), you ask what you can bring. When the other person says nothing, it makes your job (to be a good guest) harder. Now you have to guess what the other person wants. It would be so much easier if they would just tell you. This also applies to birthday gifts and where to meet for lunch. When people tell you what they want as a gift and where they want to eat, you don’t have to guess, and they are easier to please.

It’s much easier to live and work with people when we know what they expect from us. And setting expectations is always easier than giving negative feedback. Negative feedback implies someone did something wrong. And no one likes to be told they are wrong. Setting expectations provides a road map to success, making it easier to win with you.

Here are a few phrases to make setting expectations easier:

Setting expectations example one: Consider saying, “I need time to get settled when I start working in the morning. Will you hold all questions and requests until 10:00 am?” You’re not telling someone they barrage you with questions before you’ve opened your laptop in the morning; you’re simply asking for what you need.

Setting expectations example two: You could say, “I like to have things done well before they are due. Will you please send me all input for the weekly status report by Wednesday of each week, so I have a few days to review your input before I have to submit it?” You’re not telling the person that working with them requires a weekly fire drill; you’re simply making a non-judgmental request.

Setting expectations example three: You could ask, “Would it be possible to touch base once a week via phone, so I can get your input on projects?” You’re not telling the person they are impossible to get time with; you’re simply proposing an idea.

One of the keys to getting what you want is make requests in a neutral, non-judgmental way. The more you ask for what you want and the more specific your requests, the easier you are to work with. What you need and want will be clear; there will be no guessing. People may choose to ignore your requests and violate your expectations, and then you’ll provide feedback. But start with making clear and specific requests and see how many fewer feedback conversations you need to have.

setting expectations with employees


Build Others’ Confidence by Saying Less

One of the hardest things I ever did was to hire someone to care for my infant son. “Here is the person most important to me in the world. Keep him alive.” I had no idea how difficult it would be to trust a relative stranger so implicitly. And as a result, let’s just say I was not the easiest parent to work for.

My son is now nine. While this was a long time ago, I’m still embarrassed to admit that I wrote sixteen-pages of instructions on how to take care of my kid. And I gave that ‘booklet’ to a nanny with much more childcare experience than I had. When I heard my son crying, I would tell myself not to walk into the room and check on him, knowing it undermined the nanny, but I did it anyway. When the nanny sent me an update of when my son last ate, I replied telling her when he should eat again, even though I knew she already knew that. Yes, I really did these things.

Each time I over instructed, monitored, and advised, I regretted it. I knew micromanaging our nanny made me difficult to work with, which is not how I wanted to be.

build confidence

Many people attend training on how to manage others. I’d suggest we also look at how we manage ourselves. How does working with you make people feel? Do your questions, requests, and interactions make people feel more self-confident and valued, or do people feel questioned and undermined? Do you pick your battles? Do you give just enough direction but not so much as to squelch the other person’s ideas, initiative, and spirit, especially when the stakes are high?

As you know, I’m evaluating how I do these things too. We are always a work in progress.

Here are four ways to build confidence in the people you work with:

Build Confidence 1: Ask people for their ideas and implement those ideas whenever possible. And if you aren’t open to others’ ideas, don’t ask for them. It’s better not to ask for ideas than to ask when you’re really not interested.

Build Confidence 2: Ask for and be open to others’ feedback. People will be more receptive to your feedback when you’re receptive to theirs.

Build Confidence 3: Say “thank you” regularly and mean it. Give specific examples about what you’re thankful for.

Build Confidence 4: Admit when you’re wrong. Strong people admit mistakes, weak people don’t.

People can work with you, around you, and against you. Earn loyalty and respect by respecting others’ talents and knowing when to take a step back.

build confidence

Let Unhappy Employees and Vendors Go – Don’t Chase

Several years ago I hired a vendor that wasn’t a good fit. Try as we might to work together, we didn’t communicate well. Everything was a struggle. After a frustrating few weeks, the owner of the business offered to refund my money and amicably part ways. His company had already done work on our behalf and I didn’t want to lose momentum. I turned him down. That was a mistake. When a small business owner, who needs your business (money), tells you to go elsewhere, listen. We parted ways a few months later in a much more costly and less amicable way.

You don’t want to work with people who don’t want to work with you. The same is true for friends and romantic relationships. Don’t chase people. If they don’t want you, move on. There are lots of other people who will see your value.

There are differing schools of thought on whether or not you should try to retain employees who quit. I’d be interested in seeing statistics on how long employees who quit but are then retained, stay with an organization and how well they perform. I’d let them go. Again, you don’t want people who don’t want you.

letting an employee go

The challenge is that most people are afraid to speak up in organizations and relationships (of all kinds) when they’re unhappy. Unhappy employees typically quit versus make requests and give feedback.

The antidote is to create a culture in which employees, vendors, and customers openly make requests and talk about what is and isn’t working. Create a climate of candor in which feedback is exchanged regularly versus just during exit interviews, which is too late.

How to know when to cut bait with unhappy employees and vendors:

  1. You’ve had several open discussions and can’t meet each others’ needs. If you don’t have a job the employee wants, that’s a good reason to part ways.
  1. It’s not a good culture fit. You talk and talk but don’t communicate. Issues don’t get resolved. Frustration is the norm. This is also a good reason to end a working (or personal) relationship.

Five steps to create a more candid culture:

  1. Discuss employees’, customers’, and vendors’ needs and requests at the beginning of working relationships. Agree upon what success and a good job looks like. Ask lots and lots of questions, and listen closely to the answers.
  1. Ask for feedback regularly. Conduct a weekly plus/delta (a discussion of what is and isn’t working) during which all parties are invited and expected to speak freely. The more you have these discussions, the easier they will be and the more candid people will become.
  1. Address challenges as they happen.
  1. Discuss challenges that can’t be fixed.
  1. If a relationship isn’t working, end it sooner rather than later. Be slow to hire and quick to fire.

There are lots of talented vendors and employees. Find employees and suppliers who are easy to work with (for you) and who can meet your needs, and vice versa. If you can’t meet each others’ needs or the relationship is a constant struggle, those are good reasons to move on. Don’t chase.

why employees quit


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Shari Harley