This week’s blog is an excerpt from my book How to Say Anything to Anyone: A Guide for Building Business Relationships That Really Work. I hope it helps you have the conversations you need to have!
1. Introduce the conversation. Ask for time to talk, ensure the conversation is private, and it’s a good time for the feedback recipient.
2. Share your motive for speaking so both the feedback provider and the recipient feel as comfortable as possible.
3. Describe the observed behavior so the recipient can picture a specific, recent example of what you’re referring to. The more specific you are, the less defensive the listener will be, and the more likely they’ll be to hear you and take corrective action.
4. Sharing the impact or result describes the consequences of the behavior – what happened as a result of the person’s actions.
5. Having some dialogue gives both people a chance to speak and ensures the conversation is not one-sided. Many feedback conversations are not conversations at all – they’re monologues. One person talks and the other person pretends to listen, while thinking what an idiot you are. Good feedback conversations are dialogues during which the recipient can ask questions, share their point of view, and explore next steps.
6. Make a suggestion or request so the recipient has another way to approach the situation or task in the future. Most feedback conversations tell the person what they did wrong and the impact of the behavior – only rarely do they offer an alternative. Give people the benefit of the doubt. If people knew a better way to do something, they would do it another way.
7. Building an agreement on next steps ensures there is a plan for what the person will do going forward. Too many feedback conversations do not result in behavior change. Agreeing on next steps creates accountability.
8. Say “Thank you” to create closure and to express appreciation for the recipient’s willingness to have a difficult conversation.
If you’re giving more than one piece of feedback during a conversation, address each issue individually. For example, if you need to tell someone that they need to arrive on time and also check their work for errors, first go through the eight steps in the formula to address lateness. When you’ve discussed an agreement of next steps about being on time, go back to step three and address the errors. Talk about one issue at a time so the person clearly understands what they are supposed to do.
Here’s how a conversation could sound, using the eight-step Feedback Formula:
Before I started Candid Culture, I had a coworker who was a lingerer. Lisa would hover outside my office until there was an opportunity to interrupt. Lisa then walked in uninvited and started talking. I was still mid-thought about whatever I’d been working on and wasn’t ready to listen. After a few sentences, I would interrupt Lisa, saying, “I’m sorry. I don’t know what you’re talking about. Will you please start over?”
Embarrassing as it sounds, this went on for more than a year. I wanted to be seen as accessible and open, yet this “lingering” method of interrupting was driving me crazy. And it was a waste of both of our time. After many months of frustration, I decided to use The Feedback Formula.
Step One: Introduce the conversation.
“Lisa, I need to talk with you. When do you have about ten minutes of uninterrupted, private time?”
Step Two: Share your motive for speaking.
“There is something impacting me and our working relationship.”
Step Three: Describe the observed behavior.
“I’ve noticed that when you want to talk to me you stand at my door, waiting for a good time to interrupt. When you come into my office, you’re often in the middle of a thought or problem that you’ve probably been thinking about for a while.”
Steps Four and Six: Share the impact or result of the behavior and make a suggestion or request for what to do next time.
“Because I’m in the middle of something completely different, it takes me a few seconds to catch up. By the time I have, I’ve missed key points about your question, and I have to ask you to start over. This isn’t a good use of either of our time.
“Here is my request: When I’m in my office working and you need something, knock and ask if it’s a good time. If it is, I’ll say yes. Give me a few seconds to finish whatever I’m working on, so I’m focused on you when we start talking. I’ll tell you when I’m ready. Then start at the beginning, giving me a little background, so I have some context. And if it isn’t a good time for me, I’ll tell you that and come find you as soon as I can.”
Step Five: Have some dialogue. Allow the recipient to say whatever they need to say.
“What do you think?”
Step Seven: Agree on next steps.
“Okay, so next time you want to talk with me, you’re going to tap on the door and ask if it’s a good time to talk. If it’s not, I’ll tell you that and come find you as soon as I can. If it is a good time, you’re going to give me a second to finish whatever I’m working on and give me some background about the issue at hand. Does that work for you?”
We have just managed “the lingerer”—a challenge you probably have, unless you work from home 100% of the time or in a closet.
You may have noticed that I changed the order of The Feedback Formula during this conversation. It’s not the order of the conversation that’s important. It’s that you provide specific feedback, offer alternative actions, and have some dialogue before the conversation ends.
Summary: Effective feedback is specific, succinct, and direct.
Provided you have a trusting relationship with someone and have secured permission to give feedback, there is very little you can’t say in two minutes or less. The shorter and more direct the message, the easier it is to hear and act upon. Follow the eight-step Feedback Formula. Be empathetic and direct. Cite specific examples. Give the other person a chance to talk. Come to agreement about next steps. Remember, you do people a favor by being honest with them. People may not like what you have to say, but they will invariably thank you for being candid.
This week’s blog is an excerpt from my book How to Say Anything to Anyone: A Guide for Building Business Relationships That Really Work. I hope it helps you have the conversations you need to have! Be candid. You can do it!
No one likes giving people negative feedback. Giving negative feedback often makes both the feedback deliverer and the recipient feel badly. To make everyone feel better, we dress negative feedback up with pickles and relish, otherwise known as The Empathy Sandwich.
The Empathy Sandwich in action: “You’re doing really great. Now you did almost cost the company $50,000, but in general, things are going great.”
The Empathy Sandwich leaves people unclear, wondering if there is a problem. Instead of softening negative feedback with positive platitudes on both ends, tell people you’ll be providing positive and negative feedback as things happen, and then separate both types of feedback.
Giving feedback to people you manage: “As your manager, my job is to help you be successful. As a result, I’ll tell you what I see, as I see it. I’ll give you both positive and upgrade (negative) feedback in a timely way. Because if I don’t, you won’t grow as a result of working with me.”
Paving the way to give feedback to peers and those at a higher level: “We see each other work and are in a unique position to provide each other with feedback. If you see me do something positive or not so positive, I’d like to know. I promise I’ll be receptive.”
Delivering feedback and avoiding The Empathy Sandwich: When you give feedback, separate the positive from the negative. You could say something like, “I want to talk about a few things today. Here are some things that are going well… Now, I also have something to talk with you about that is not going as well… After you deliver the negative feedback, say something like, “I know there is a tendency to dwell on negative feedback. I want to remind you of the positive things we talked about today.”
People can handle negative feedback. They won’t quit if you’re honest about their performance. They will likely become defensive and get upset for a time. That’s ok! Your job when giving feedback is to be clear, timely, and specific. Prepare and practice your delivery out loud. Ensure you have the relationship to deliver the feedback. Don’t worry so much about the response.
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.
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.
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.
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.
When selling a product, service, or idea, people often think that providing more information is better. The more data points, the more likely the other person is to be persuaded. This is not necessarily the case. Excluding data hounds, most people don’t like to be overloaded with information. But people do appreciate the opportunity to talk about what they want and need. So, if you want to sell something, give people a chance to talk.
I’ll never forget one of my first sales calls, early in my career. I was selling Dale Carnegie Training. After calling a prospect for six months, he agreed to spend ten minutes with me. Feeling rushed, I laid out all of our training brochures and quickly told him about every program we offered. Then I asked if he wanted to buy anything. He didn’t.
If I had asked a few questions and listened to his answers, I could have provided information on just the training programs he needed, instead of giving him a list of likely irrelevant options.
Selling a product or service is no different from selling an idea. You are trying to persuade someone to your way of thinking. Resist the temptation to persuade solely by educating. Instead, ask questions, listen to the answers, and then tell the person what you heard them say. If you’ve taken a listening class, you learned the practice of paraphrasing what someone said. Paraphrasing is a very old, very effective practice.
People need to feel heard and understood. From my experience, asking relevant questions, demonstrating that you listened to the answers by paraphrasing what the person said, and providing pertinent and succinct information is what people need to make a decision.
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 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.
I’m going to admit that I’m terrible at what I’m recommending today – taking time for yourself. Often my weekly blog is something I too am working on, and this week is no exception.
Many of you know that I have a child and run a business. Perhaps like you, I work, travel, parent, cook and attempt to keep my house clean. I’ll admit, in the past nine years, I haven’t had lunch with a friend without my son in tow, haven’t seen an adult movie, and only talk to friends when I’m traveling for work. BUT, since January 1st, I’ve been to four Pilates classes a week because doing so makes me feel better and because I said I would.
The classes are blocked on my calendar. I take my son to school, go to Pilates, and then start my work day. It’s the one thing I do for myself each week. And this summer, I might just be able to wear a bathing suit without my signature mumu skirt I’ve been wearing my entire adult life.
The value of downtime and taking time for yourself is well documented. There is a lot written on the need to take breaks to recharge and rejuvenate to avoid burn out. The question is how to do so without feeling like something else is getting short shrift.
Here are seven tips for taking time for yourself:
Taking time for yourself tip one: Give yourself permission after a really busy few days or week(s) to have a lightly scheduled day. If you’ve been on the road or worked really long hours for four days, don’t schedule early morning meetings and a full day on the fifth day. Know that you won’t be productive on day five anyway, so you might as well plan to do less, which is what you’re likely to do anyway.
Taking time for yourself tip two: Plan a day doing non-work-related things you really enjoy. When is the last time you did something you really love to do, just because? But, if a day of planned recreational activities feels like another ‘to do,’ you’re better off doing nothing and not feeling badly about it.
Taking time for yourself tip three: Plan time to see a friend weekly. I’ll admit that I have to schedule phone calls to catch up with friends and schedule time to see people I care about. Yes, I admit, this seems wrong. But do whatever it takes. If you have to put lunch or a phone call with a friend in your calendar for it to happen, do it.
Taking time for yourself tip four: Don’t feel badly about taking time off. Many employees don’t take their allotted vacation time – for a variety of reasons. Just do what you need to feel rested and refreshed. Stop judging yourself.
Taking time for yourself tip five: If you take a day off or sleep late, don’t work until two in the morning the next day to compensate. Doing so defeats the purpose and will put you in a hole the next day.
Taking time for yourself tip six: Watch where your time goes when you’re ‘working.’ I know that I squander lots of time while I’m ‘working.’ I allow myself to get distracted reading emails as they come in versus working on the project that’s on my calendar, texting with friends, and chatting in our office. You could work fewer hours if you reduced these distractions.
Taking time for yourself tip seven: Decide what you really want your life to be about and what’s really important to you. Do you want work to be your focus, or do you want an equal balance of friendships, family, and community activities? You likely have what it is that you really want.
If what you really want is a career-centric life, then just admit that and don’t judge yourself for it. But do take enough time off that you are rested, productive, and don’t resent your work.
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.
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:
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.
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:
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.
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.
Address challenges as they happen.
Discuss challenges that can’t be fixed.
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.
I always want to do things right and hate making mistakes. When I say or do things I wish I hadn’t done, I relive those scenarios way more than I care to admit, also known as obsessing. But maybe life isn’t about doing everything right. What if our primary job in life is to be happy?
Lots of people will set 2025 personal goals. If setting specific personal goals works for you, do it. Just don’t set yourself up to fail. You’re not likely to lose 30 pounds, save 20% of your income, start a not-for-profit, visit five new countries, and become a fantastic cook in one year. Maybe dial those 2025 goals back and pick two of them, but only if you enjoy working towards those goals.
Perhaps life isn’t about getting more done. Perhaps life is really about enjoying more.
If you want to set 2025 personal goals, I would love if they were:
Have a job you love.
Spend time with people who make you feel good.
Speak your truth (nicely).
Have a job you love. You don’t need to keep a job that doesn’t allow you to do work you enjoy and are good at. There are lots of jobs out there. Go get one you like.
Spend time with people who make you feel good. Stop spending time with people you don’t like or feel good with. Your discretionary time is limited.
Speak your truth (nicely). People are more likely to quit a job and a relationship than to say what isn’t working and to ask for what they want. Fear less; speak more. When you speak from a desire to make things better and to strengthen relationships, there is little you can’t say, so start talking.
I won’t tell you not to save money, travel more, or become a gourmet cook. But what if your job in 2025 isn’t to do more? What if your primary job is to be happy? What would your 2025 goals be then?
