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Show Your Coworkers and Vendors Some Appreciation – Tell Them You Care

Last week I had lunch with people I worked with twenty-seven years ago. Twenty-seven years. I have long forgotten the projects we worked on, deadlines, and deliverables that were important at the time. What I do remember, are Jim and Siobhan. Some of my closest friends and the people most important to me in the world, are the people I’ve worked with.

It makes sense that we make friends at work – it’s where we spend a lot of time. And the people we work with make work fun or miserable. Building relationships and making friends at work are a couple of reasons virtual and hybrid work may feel challenging. I’ve never met Sarah who lives in California and codes our website, or Jessica, our attorney in Boston, and I rarely see Dana, who works for Candid Culture and lives in Arizona. But I feel connected to them, nevertheless. We email, text, and meet via video and phone.

There is a considerable amount of research citing the connection between having good business relationships and employee engagement, retention, and performance. When we feel we belong and have good relationships at work, we are happier and do better work. It makes perfect sense.

As I’m writing this, I’m thinking about my past coworkers who I traveled with for weeks on end, who also endured a CEO who made us practice and re-write presentations until 1:00 am for a meeting the next morning, and the coworkers I worked with at the World Trade Center. As much as I appreciated and cared about the people I worked with, I’m not sure how often I told them that they made my work world better.

Valentine’s Day is a day we express appreciation for the people closest to us. Don’t limit your appreciation to your loved ones at home – include your coworkers who make work fun and help you get things done. Of course, I hope you’ll express appreciation more than once a year, but Valentine’s Day is an occasion not to miss.

Write the people you work with, who matter most to you, a handwritten note that they’ll keep for a long, long time. You can see our assortment of greeting cards for the workplace HERE. I’ll admit that I collect stationery and love giving and receiving handwritten notes. I suspect the people you work with will appreciate receiving a handwritten note too.


Practice Reverse Delegation – Ask More Questions

If you work long enough, you will have a manager who doesn’t delegate well, doesn’t give feedback, and isn’t a great coach. Not everyone is a good manager.

You’re accountable for being successful, regardless of who you work for. Don’t wait for people to tell you what they need and expect, which often happens after breakdowns occur. Set clear expectations at the beginning of anything new and ask for feedback as you make progress. Take your career and success into your own hands. I call this reverse delegation.

Reverse delegation defined: Asking questions until you’re clear what a good job looks like and asking for work to be reviewed in stages, versus solely at the end of a project, ensuring you get all the information you need to be successful. Ultimately, taking your career success into your own hands, where it belongs.

The people you work for and with should tell you what they expect. They should give you feedback along the way. And many won’t. Your career is in your hands, and that’s a very good thing.

When you start a new job, project, or any responsibility, ask the person delegating the work some of these reverse delegation questions:

Reverse Delegation Question one: Why is this project a priority right now? How will it impact the organization?

Reverse Delegation Question two: What does a good job look like? What’s the criteria for success?

Reverse Delegation Question three: What kind of updates would you like? In what format, how frequently, and with what level of detail?

Reverse Delegation Question four: Who in the organization should I work with on this project?

Reverse Delegation Question five: What history, pitfalls, or landmines do I need to be aware of? Has anyone tried to do this before, and if yes, with what outcomes?

Reverse Delegation Question six: Who in the organization supports this project? Who doesn’t?

If you’ve been in your job for a long time or have been working on a project for a while, it’s not too late to ask these questions. Simply approach the person with whom you’re working and say, “I want to be sure I’m doing great work on _____________ project. Can I ask you a couple of questions about the desired end results and how we should be communicating, as I make progress?”

Lots of people aren’t the best delegators. They give us a project, ask if we have any questions, and provide a due date. Don’t fall into the trap of completing an entire project and then asking for feedback. Even if the person delegating the work doesn’t want to review work as it’s completed, ask for that feedback. Schedule weekly or monthly review meetings, present the work you’ve done, and ask for feedback. If you’re worried asking for iterative feedback will make you seem needy or like you don’t know what you’re doing, explain why you’re asking. Say something like, “I want to give you precisely what you’re asking for and don’t want to squander the organization’s resources.”

If you get to the end of a project or responsibility and what you deliver isn’t what the person delegating expected, you didn’t ask enough questions at the beginning and middle of the project, and didn’t get feedback along the way.

People will tell you everything you need to do a good job, if you ask. Take control of your career. Ask more. Assume less.


Effective Meetings – You Have More Impact Than You Think

Running effective meetings is hard. It takes courage. Who wants to tell their boss, peers, and customers to put away their phones, stop side talking, and speak more succinctly? No one. But if you run meetings and don’t manage ‘bad’ meeting behavior, you look bad and you won’t get the results you want.

Meeting facilitators, work with the meeting participants to set expectations everyone agrees to follow. Standard meeting guidelines include not side talking, putting away or silencing electronics, tabling tangents, not interrupting others, speaking succinctly, etc. You can set any behavior guidelines you like as long as the meeting participants agree to those expectations. Ask meeting participants what behavior guidelines they want to follow. The more control you give people, the more buy in you’ll get. Remind people of the guidelines at the beginning of every meeting and then hold people accountable.

Possibly even more frustrating than running a meeting in which participants break all the ‘rules’, is participating in inefficient meetings when you aren’t the facilitator. It’s difficult to sit through a poorly run meeting feeling there isn’t anything you can do to make it better.

Luckily, there are things you can do to improve the meetings you don’t run. None of my suggestions will be comfortable. But think of all the time you’ll save.

Conversation one – running effective meetings: If you want to impact the meetings you attend, approach the facilitator(s), empathize about what a challenging meeting it is to run, tell the person you want to be supportive, and ask if they want to discuss some different ways to manage the meeting. That conversation could sound something like, “Wednesday’s staff meeting is tough to run. Would you be interested in talking through some different ways to manage participant behavior? I have some ideas and would be happy to discuss. I’d like to be helpful.”

Conversation two – running effective meetings: If you want to be more direct, you could say something like, “Can we talk about Wednesday’s staff meeting? It can’t be an easy meeting to run. Key decision makers are missing meetings, and a few people tend to take over the conversation and take us off track. Can I make a few suggestions that might help? What do you think of working with the group to set some expectations people agree follow and then holding people to those agreements? We can share the facilitation responsibilities by assigning jobs during the meeting – back up facilitator, note taker, timekeeper, etc. – so all of the responsibility doesn’t fall to you. What do you think?”

The person running the meetings knows they’re not going well. They just don’t know what to do about it. Offer support. Don’t judge. Be helpful and possibly they’ll be receptive.

The key to running an effective meeting is to set clear expectations people agree to follow, review those expectations at the beginning of every meeting, and speak up when the expectations are violated. All of these things take courage. But meeting participants will be grateful to you for being strong.


Performance Appraisals – Shorter is Better

No one (I know) enjoys writing, delivering, or receiving performance feedback. It’s time consuming to write, challenging to deliver, and can be difficult to hear. Unfortunately, most performance management systems – goal setting forms, performance appraisal templates, and online templates – don’t make the process easier, they make it harder. Short and simple is best.

Earlier in my career, when I started managing leadership development for a mutual fund company, I inherited a 12-page performance appraisal form with 80 competencies. One of the business leaders I supported told me, “I’m not asking my people to use this form. If you can give me something that’s one page, I’ll have my managers use it.” That conversation sent me on a mission to make all performance management forms one or two pages. And really, why shouldn’t they be? People can only focus on leveraging and changing a few things at a time. Why give more feedback than that at any given time?

If you’re chasing people to use your performance management tools and templates, you’re using the wrong forms. In my experience, when people find something easy to use and valuable, they’ll use it. If something is difficult to use or doesn’t seem to add value, people drag their heels.

Here are a few ideas for making your performance management process easier:

Make your forms and templates simple. No performance management tool should be more than two pages. In a performance appraisal – quarterly, annual, or otherwise – identify up to three things the person did well and a max of three things they can either do more, better, or differently. Anything more is overwhelming and a set up for disappointment, frustration, and overwhelm.

If you have additional areas for the person to work on, meet again in 90-days and assess how the person has done with the three pieces of feedback already provided. If they have made significant progress on the things they were already working on, add a few new things to work on. If significant progress hasn’t been made on the existing feedback, wait to add more.

I know your existing performance management templates may not allow for what I’m suggesting. If you’re working with a template that requires more input, write up to three clear, succinct, and actionable bullets in each required area and not more.  Bullets are better than paragraphs. Be specific. “Great job” is not feedback. Neither is, “needs improvement.” Give a specific example or two. No example, no feedback.

Resist the urge to write paragraphs of vague feedback or to accept that type of feedback in a self-appraisal. Paragraphs of feedback take too long to write and often say little. I’d suggest spending less time writing performance feedback and instead spend the time observing performance, asking others for input on the person’s performance, and writing three succinct, specific bullets that describe an action taken or outcome produced. Specific feedback is meaningful, useful, and received with less defensiveness.

Click below to see our suite of one and two-page performance management templates.

performance appraisals


How to Give Feedback – Worried You Might Not Say It Right?

Many people worry about giving feedback because they fear they don’t have the ‘right’ words. They’re concerned they’ll say ‘it’ wrong and damage relationships.

Feedback is hard enough to give without worrying about saying everything perfectly. Worry less about having all the right words and more about whether or not people trust your motives.

When people trust your motives – why you’re giving feedback – you can say almost anything. When they don’t trust your motives, you can say almost nothing.

how to give feedback

Getting negative feedback is hard. It’s easier to listen to feedback when we trust the person who’s giving us the feedback – we know their intentions are to help versus to judge or hurt us.

Speak from the heart, be authentic, and worry less. Be yourself. If you’re nervous to say what you want to say, tell the other person you’re nervous. If you’re struggling to find the right words, say so. If you’re worried you’ll damage the relationship or that it isn’t your role to give the feedback, say that. Authenticity goes a long way.

Here’s how to give feedback you’re apprehensive about:

How to give feedback example one: Consider saying, “There’s something I need to talk with you about, but I’m concerned that I won’t use the right words and will damage our relationship.”

How to give feedback example two: “There’s something I want to talk with you about, but I’m concerned how it will come across. Is it ok if I say what I need to say?”

How to give feedback example three: “I want to share my thoughts on something, but I’m concerned it’s not my place to do so. Is it ok if I share my ideas about _________?”

Other people aren’t expecting you to be perfect, but they do want to know they’re working with a human being. And human beings are fallible. We have fears. We make mistakes. And sometimes we don’t say things perfectly. You don’t have to be perfect; you just have to be real.

 


Increase Accountability in the Workplace – Luckily It’s Up to You

Breakdowns happen. There will be days people won’t give you what you need to complete projects. Things will break. And you will look bad. When breakdowns happen, I always ask myself, “What could I have done to prevent this situation?” or “What did I do to help create this situation?” I see myself as accountable for whatever breakdowns occur.

It may sound odd that I always look at myself when breakdowns occur, even when it’s someone else who didn’t do their job, but it’s just easier. I can’t control anyone else. But I can control me (admittedly, some days I do a better job at this than others). When I can identify something I could have done to make a situation go differently, I feel more in control – aka better.

accountability in the workplace

It’s like getting off a highway  versus sitting in bumper-to-bumper traffic. The alternate route may take longer, but at least I’m moving. I feel like I’m doing something and thus have more control. Taking responsibility for everything that happens to you is similar. When you’re accountable, you can do something to improve your situation. When someone else is accountable, you’re at the mercy of other people and have very little control.

There are, of course, exceptions to the practice that “we’re always accountable.” Terrible acts of violence, crime, and illness happen to people, about which they have no control. But in general, in our day-to-day lives, there is typically something we did to contribute to a bad situation or something we can do to improve it.

Here are five practices for improving difficult situations at work, even when you didn’t create the mess (alone).

1)  Ask more questions. If you’re not clear about what someone is expecting from you, ask. You’re responsible for doing good work, regardless of the type of direction you receive.

2)  Tell people what you think they’re expecting and how you’re planning to approach a project or task, to ensure everyone’s expectations are aligned. Clarifying expectations beats doing several weeks worth of work, only to discover what you created isn’t what someone else had it mind.

3)  Ask for specific feedback as projects progress. Don’t wait until the end of a project to find out how you performed.

4)  Say “thank you” for whatever feedback you receive versus defending yourself. The person providing feedback will be pleasantly surprised at your receptivity, and their frustration will dissipate more quickly. This could sound like, “That’s good feedback. I’m sorry that happened. Thank you for telling me.”

5)  Admit when you make a mistake or when you wish you had done something differently. Don’t wait for someone to tell you. Saying, “I’m sorry. How can I make this right with you?” goes a long way.

I consistently ask the following questions:

“What could I have done differently?”

“What did I do to contribute to this situation?”

“What can I do now to make this situation better?”

“What can I do to prevent this from happening again?”

I encourage you to ask these questions, even when someone else drops the ball. You can’t control others, but you can control you. And your happiness and success is your responsibility.


Tell People About Your Communication Style – Don’t Wait

At the end of presentations, attendees often approach me and say something like, “People tell me my communication style is really direct and that it can be off putting. I don’t know what to do about this.” Or they say, “People say I’m really quiet and hard to read. They have a difficult time getting to know me.”

If you’ve been given the same feedback repeatedly or know you create a first impression that may be challenging to others, set expectations and tell people about your communication style when you begin working with them. Don’t wait until they feel offended, confused, or frustrated. Simply tell people when you meet them, “I’ve been told that I’m too direct and how I provide feedback can be off putting. Anything I say is to be helpful. If I ever offend you or provide too much information, I hope you’ll tell me.” Or you could say something like, “I’m told that I’m quiet and it’s hard to know my thoughts on projects and initiatives. Please feel free to ask anything you want to know about me or my thoughts on company initiatives.”

People will make decisions about and judge you. There is nothing you can do about this. But you can practice what I call, ‘get there first.’ Set people’s expectations about your communication style and what you’re like to work with, and then ask people to speak freely when they aren’t getting something they need.

The root of frustration and upset is violated expectations. People may not be aware of their expectations of you or be able to articulate those expectations. But if they didn’t have certain expectations, they wouldn’t be upset when you acted differently than how they (possibly unconsciously) expected.

I’m a proponent of anticipating challenges and talking about them before problems arise. If you know something about your behavior is off putting or confusing to others, why not be upfront about it?

When people interview to work for me, I set clear expectations about my communication style and what I’m like to work with. I tell them all the things I think they’ll like about working for me and all the things I suspect they won’t. People often nod their heads and say, “no problem,” which, of course, may not be true. They won’t know how my style will impact them until they begin working with me. But when I do things I gave them a heads up would likely be off putting, we can more easily talk about those behaviors, than if I had said nothing.

Talk about your communication style when projects and relationships begin. Replace judgment and damaged relationships with dialogue.


How to Manage Employee Engagement Surveys Well

Lots of organizations send out employee engagement surveys with the desire of improving employee engagement and retention; unfortunately, they often damage both in the process.

There are a few employee engagement survey pitfalls that luckily are easy to avoid.

Here are three practices to follow when sending out employee engagement surveys:

  1. Shorter is better. I hate to say this, but no one wants to fill out an employee engagement survey. It’s time consuming, employees doubt the survey will yield results, and they worry that their feedback isn’t really confidential.

Make your employee engagement survey easy to fill out by making it short. And by short, I mean 25 questions or fewer.  You’ll get a better response rate to a 25-question survey than a 65-question one.

  1. Provide employees with survey results quickly. Most organizations ask for too much information. Leaders are overwhelmed by the volume of survey information, so they spend months and months reviewing it, while employees comment on yet another employee survey with no communication.

Send out a succinct communication sharing the top few learnings – the good and the not-so-good — within a few weeks of sending out the survey. You don’t need to take action at the same time. Simply keep employees in the loop by communicating a quick summary of what you learned. If you wait too long to share the feedback, it often never gets communicated. And the next time you send out a survey, employees will remember the absence of information and be hesitant to fill it out.

  1. Within 90-days, tell employees what you will and won’t be changing, based on the survey feedback, and tell them why. Employees don’t need or expect all of their input to be utilized. Closing the loop with clear communication about what you are and aren’t changing, and why, is often sufficient.

employee surveys leader cards


Manage Your Professional Reputation – Get There First

You’ve heard countless times that you never get a second chance to make a first impression. So when something not-so-positive happens – a customer is upset, you missed a deadline, or made an error – don’t let your boss find out about it from someone else. Manage your professional reputation and get there first to create the first impression of what happened.

Managers don’t like surprises. If your manager is going to get a call about something that isn’t positive, let them know before the call comes in. You will create your manager’s perception of the situation, and perceptions are hard to change.  Don’t wait for the s*** to hit the fan. Get ahead of the problem by coming forward and giving your manager and other stakeholders a heads up.

Boss Phone CallIt could sound something like this, “I just had a tough conversation with John in IT. You may get a call.  Here’s what happened… I didn’t want you to be surprised.”

Or “I told Jessica at Intellitec we’re raising our prices this quarter. She wasn’t happy. You may get a call.”

Or let’s say you’re going to work on a strained relationship. Tell your manager before you take action.  It could sound something like this, “I want to work on my relationship with Julie. Our relationship has been strained since we worked together on the software project last year. I’d like to approach her, tell her that I know our relationship is strained, and that I’d like a good working relationship with her. Then I’d like to ask if You Create the first Impressionshe’s willing to have lunch with me, talk about what’s happened, and see if we can start again in a more positive way. What do you think of me doing that? Would you approach the conversation differently? I don’t know how it’s going to go, so I wanted you to know what I’m planning to do, just in case it backfires and you get a call.”

Manage your professional reputation assertively by taking responsibility for mistakes, working on damaged relationships, and telling your manager before someone else does!


Want Loyal Employees? Ask More and Better Questions.

Most employees need only a handful of things to be satisfied and productive at work. The key is getting employees to tell you what those things are. And they might just tell you, if you ask.

Effective management involves asking questions during the interview process, after an employee starts, and again 90-days to six months into the job.

Effective Management

I recommend asking the seven questions below. I call the questions, Candor Questions.

Candor Question number one: “What brought you to our organization? Why did you accept this job? What are you hoping the job will provide?” Ask one of these three questions. Pick the one you like best.

Candor Question number two: “What would make you leave this job? What are your career deal breakers, things you just can’t tolerate at work?” Ask either of these questions.

Candor Question number three: “What type of work, skills, and/or areas of our organization do you want to learn more about?”

Candor Question number four: “Tell me about the best manager you ever had. What made them the best manager?” This will tell you what the employee needs from you as a manager and is a much better question than, “What do you need from me as your manager?” That is a hard question to answer. Telling you the best manager they ever had is easy.

Candor Question number five: “Tell me about the worst manager you ever had? What made them the worst manager?”

Candor Question number six: “What are your pet peeves at work? What will frustrate you?” Why find out the hard way what frustrates employees when it’s so easy to ask. This question demonstrates that you want your employees to be happy and that you will flex your own preferences, when possible, to meet employees’ needs.

Candor Question number seven: “How do you feel about being contacted via cell phone or texts outside of business hours? How do you feel about receiving emails during the evenings and weekends? What time is too early? What time is too late?” When boundaries like work hours are violated, it often erodes employees’ loyalty to managers and organizations, and it’s such an easy question to ask.

If you’ve participated in one of our management trainings or received a box of Candor Questions for Managers, you know I could go on. But these seven questions are a good start.

Regardless of age, work, and educational background, employees have a few things in common.

Employees want to:

• Work for someone who takes an interest in and knows them
• Feel valued and appreciated for their contributions
• Be part of and contribute to something greater than themselves
• Feel respected as a person. Managers respect their time, expertise, and needs

Taking the time to get to know employees throughout your working relationship accomplishes many employee needs.

If you have long-time employees, it’s never too late to ask these questions. Regardless of for how long employees have worked for you, they’ll appreciate you asking. Don’t worry that employees will raise an eyebrow and wonder why you’re asking now. They’ll just be happy you’re asking. You can simply say, “I realized that I’ve never overtly asked these questions. I just assume I know. But I don’t want to do that. During our next one-on-one meeting I’d like to ask you these questions and you can ask me anything you’d like.”

If you have a manager who is unlikely to ask these questions, provide the information. Don’t wait to be asked. You’re 100% accountable for your career. Tell your manager, “There are a few things about me I want to share with you. I think this information will help ensure I do great work for the organization for a long time.”

Managers, the better your relationship with your employees and the more you know about what your employees need from you, the organization, and the job, the easier employees are to engage, retain, and manage. Stop guessing and start asking.

Effective Management


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Shari Harley