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Posts Tagged ‘setting expectations’

Working with Difficult People – When to Give Up

Unless you never interact with other people, there’s probably someone in your life who repeatedly engages in a behavior that annoys you. You’ve probably made requests about what you’d like the person to do differently, and hopefully you’ve given feedback. But the behavior hasn’t changed.

At some point, we have to accept that people are who and how they are. People can and will change certain behaviors, if their motivation is high enough. But other behaviors won’t change, and if you want to have the person in your personal or professional life, you have to accept the behavior and the person as they are. Accepting frustrating behaviors can be very difficult, at least it is for me. I admit, I often have this conversation myself, “Why won’t they…? I don’t get it. It’s not that hard. How many times do I have to ask?”

Here are five strategies for working with difficult people:

Working with difficult people strategy one: Decide on the behaviors you absolutely must have from others. We want certain things. We need other things. Get clear on what you need.

Working with difficult people strategy two: Make requests before breakdowns occur. It’s always easier to make requests than to offer negative feedback. Be sure you are being explicitly clear in your requests. For example, “Please include me in meetings” is too vague. Instead, try, “Please invite me to all client meetings, so I can stay connected to clients and projects.”

Working with difficult people strategy three: Make requests at least three times. With each successive request (nicely) remind the person that you’ve made this request in the past and it still isn’t happening. For example, “We’ve talked about this in the past. Help me understand what’s happening.”

Working with difficult people strategy four: If you’ve made a request at least three times, give feedback as to what isn’t happening and why that causes challenges. For example, “We’ve talked about inviting me to client meetings a few times. It’s still not happening. I’m getting calls from clients with questions I can’t answer because I’m not included in the meetings. Can you help me understand why I’m not being invited to meetings?” Read chapters nine through eleven and chapter thirteen of How to Say Anything to Anyone to get more examples of how to give clear and specific feedback.

Working with difficult people strategy five: Know when to give up and accept the person and behavior as they are. If you’ve made a request and have given feedback three or four times, you likely aren’t going to get what you want. The person either can’t do what you’re asking or doesn’t want to. Now you have a decision to make.

Decide how important the behavior is. Is it a deal breaker? If it’s not a deal breaker, stop expecting the behavior to happen and accept that it won’t. When you accept that you won’t get what you want from someone, you’ll suffer less.

Strategy five is really the crux of this blog. Knowing when to stop expecting something and coming to peace with that decision will give you great freedom. In order to let go of the expectation, you have to decide that it’s really ok for you not to get what you want. Ask yourself, “Can I live with this behavior as it is?” If you can’t, you have a hard decision to make. If you can, then stop expecting and asking for the behavior; you’ll feel better.Working with Difficult People


Setting 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 six-year-old son who picks up nothing. Instead, he throws everything on the floor. My expectation is that he will pick up after himself, and when he doesn’t (ever), I am 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

When I had my son, I had no idea how difficult it would be to have someone I barely knew (our first nanny) take care of him. It 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.


Candid Culture Turns 15!

It’s hard to believe that it’s been 15 years since I left my corporate job to launch a not-yet-fully-formed business.

People ask me regularly, “Who do you typically work with?” Even after 15 years, the answer still surprises me. Our clients are incredibly diverse. Candid Culture clients range from small family-owned businesses to school districts, towns and cities, associations, universities, hospitals, not-for-profits, and huge, global corporations. The things all of these organizations have in common – the organizations’ leaders want to create a work environment in which employees can speak freely without fear. They want to create a place where people genuinely want to work and can do their best work.

So, what are a few things I have learned these past 15 years?

I’ve learned that almost-worldwide people are afraid to say what they really want to at work (and in life). Almost universally, people feel like they will be disliked and disapproved of for providing feedback others don’t like.

When I started Candid Culture, it was with the premise that it’s hard to speak up in most relationships because we haven’t set the expectation that it’s ok to do so. We haven’t laid the groundwork, letting people know we genuinely want their input and there won’t be a negative consequence for saying unpopular things. My views on this haven’t changed. If you’ve read How to Say Anything to Anyone you know that the book’s title makes it seem like the book is about feedback, but it really isn’t. The first eight chapters are how to create environments and relationships in which it’s safe to speak up.

I’ve learned to let people save face. Negative feedback is hard to hear, it bruises the ego. Say just enough to get the desired actions. Give small amounts of feedback at a time, saying just what you need to. And never give feedback when you’re upset. The time to fix a problem or a relationship is when nothing is wrong, aka, no one is upset.

I’ve learned that people really are doing the best they can. If they knew another way, they would do it that way. But that doesn’t mean a person’s approach is good enough (for me). I can request more from a person or walk away from a relationship and still grant the other person grace.

I’ve learned it’s ok to renegotiate. “I know I said I would do this, but I’m realizing I can’t in our agreed time frame. Here’s what I can do.” Being upfront is scary in the moment but feels better than silently disappointing people.

The last thing I’ll say is that I’m still working on and will probably forever be working on feeling ok making requests. I tell myself regularly, it’s ok to ask for help, to ask for what I need, and to ask for a change. Asking will always be easier than giving negative feedback. And it’s ok to ask.

What do I hope for in the next 15 years? I wish us all the courage to ask for what we need and know that we deserve to have those things.


Practice Feedback Prevention – Ask for What You Want

Think about all the people in your life who frustrate you. The employees who turn in work without checking for errors. The person who cancels meetings two minutes before meetings are scheduled to start. And in personal relationships, our friends who come late, cancel, or just aren’t in touch as often as we’d like.

These situations annoy us, but we often don’t say anything because giving feedback feels too hard. Why risk the person’s defensiveness? Or we don’t think addressing the situation will make a difference. Or perhaps we don’t feel we have the right to speak up.

Giving feedback can be hard. Asking for what you want is easier, but most of us aren’t clear about our requests and expectations.

The question is why? If making a request is easier than asking someone to change their behavior, why not ask for what you want upfront? Why wait until expectations are violated to make a request?  The answer is simple.

We don’t think we should have to make requests. We assume our employees, coworkers, and friends will do things as we do. And most of these assumptions are unconscious. We don’t even think about it.

We would never turn in work without checking it for accuracy or come to a meeting late. We would never not send a thank you card after receiving a gift or miss a close friend’s birthday, so we (unconsciously) assume others won’t either. And when people violate our unstated expectations, it feels too hard to speak up, so we don’t.

I’m going to suggest you approach relationships differently –more proactively.

Ask for what you want at the beginning of a relationship, project, or meeting. Make requests at the onset of anything new. Set clear expectations. If you want to start and end meetings on time, tell people that during your first meeting. If it bothers you when people wear shoes in your house, tell visitors when they arrive, or even better, tell them before they arrive.

If you have an existing behavior you want to shift, simply say, “I realized I didn’t tell you that starting and ending meetings on time is really important to me. Going forward, we’re going to start and end all meetings on time. So please be ready for that.” Tell visitors to your home, “I realized that I forgot to tell you that we don’t wear shoes in our house.”  It’s never too late. Don’t expect people to guess you’re frustrated and alter their behavior without you making a request. It’s not going to happen.

Consider all the things that annoy you. Then consider what you did or didn’t ask for. If you haven’t made your expectations clear, it’s not too late. Asking for what you want is easier than you think.


Setting Expectations is Easier Than You Think

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 any 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 a socially-distanced, backyard barbeque. 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 he 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 he is 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 she barrages 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 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 him 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 10 minutes before you officially login so I can get your input on projects?” You’re not telling the person she is 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 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


Giving Feedback – The Right Time is Now

Most of us wait to give negative feedback until it’s the right time, aka the recipient won’t get upset. Or we wait, hoping the situation will resolve itself. If something is really an issue, the likelihood of either happening is pretty slim. The right time to give feedback is shortly after something happens. I’ll offer up the 24-guideline and the one-week rule. Wait 24-hours to give feedback, if you’re upset. But don’t wait longer than a week.

giving feedback

The purpose of giving positive or negative feedback (I like the words upgrade feedback) is to motivate someone to replicate or change a behavior. That’s it. Feedback is supposed to be helpful. If you wait longer than a week to give either positive or upgrade feedback, the person isn’t likely to remember the situation you’re referencing and the purpose of giving feedback – to change or replicate a behavior – will be lost.

Here are four practices to make negative (upgrade) feedback conversations shorter, less painful, and more useful:

Giving feedback practice one:  Agree to give and receive feedback at the onset of relationships. Do this with everyone you work with – direct supervisors, direct reports, peers, internal and external customers, and vendors. If we’ve done How to Say Anything to Anyone training for your organization or you’ve read the book, you got the specific language to have this conversation.

Giving feedback practice two:  Prepare for feedback conversations by writing down what you plan to say and then delivering the feedback to a neutral person. Ask that person to tell you what she heard and what her expectations would be, based on what you said. Confide in someone either at your level or above at work or someone outside of work, to keep the gossip to a minimum. Ask for confidentiality.

Giving feedback practice three:  Tell a neutral person about your situation, and ask what she would say to address the situation. Everyone but you will do a better job at giving feedback. Feedback conversations become hard when we’re emotionally involved. The guy working at the 7-11 will do a better job than you. Seriously. It’s our emotions and concern about the other person’s reaction that makes feedback conversations challenging.

Giving feedback practice four:  Agree to do a weekly debrief with the people you work closely with, and follow-through. Answer the questions – what went well this week from a work perspective and what would we do differently if we could. Answer the same questions about your working relationship. Giving feedback about your relationship will be hard at first.  It will be easier the more you do it. Be sure to say “thank you” for the feedback, regardless of what you really want to say. One of the reasons giving negative feedback is so hard is we wait too long. Shorter, more frequent conversations are better than long, infrequent discussions.

Giving negative feedback doesn’t have to be so hard. Follow the suggestions above and remind yourself that the purpose of giving feedback is to be helpful. If you were doing the wrong work, you’d want to know. And others do too.

giving feedback

Hinting Won’t Cut It

Several years ago, a guy I was dating asked, “We don’t really need to do anything for your birthday do we?” I was taken aback by his question (which was really a statement) and replied, “No, we don’t.” But I didn’t mean it. And when he blew off the ‘big day’ I was furious and let him know it. Instead of having dinner on my birthday, we had an ugly conversation and a lousy rest of the week. Asking for what I wanted upfront would have been much less painful.

Why is it so hard to ask for what we want, especially from the people who love us? Learn how to get what you want on your birthday and every day.

We aren’t likely to get what we don’t ask for. The people in our lives can’t read our minds. They don’t know what we want. This is true at home and at work. If you want a report to look a certain way, sketch it out for your employees. If you want a meeting handled in a certain fashion, give detailed instructions. For the most part, we expect things to go well and thus we delegate insufficiently at work and hope to be pleasantly surprised at home.

I hope the people who love you, know you well enough and are intuitive enough to give your heart what it wants on your birthday, and every day. But if they don’t, make it easy for them to please you by telling them what you want. For example, tell the person you love, “I’d love to spend the day together. I don’t care what we do, as long as we’re together.” Or, “I don’t care what you do for my birthday, but please do something to mark the day.” And if you want something specific, ask for it. “I’d love flowers, despite that they’ll die and are impractical. Anything but roses and carnations would be lovely.”

Ask for what you want and see what happens.


Can I Be Candid with You? The Real Definition of Candor.

A few weeks ago, a college student introduced me before I spoke at a conference. I heard him practicing out loud shortly before he was to read my introduction on stage. As he practiced, I heard him struggle with the word candor. Initially, he pronounced it as can-door vs. can-dor. He’d never seen the word and didn’t know what it meant.

The word candor is not being used on a regular basis. Younger people may not know what it means. And, in my experience, people who are familiar with the word often misinterpret candor to mean bad news. Most people expect bad news to come after the question, “Can I be candid with you?”

The definition of candor is, to be honest, truthful and forthright. We at Candid Culture define candor differently. The Candid Culture definition of candor:  Telling people what you need before challenges occur. Anticipating everything that can take a project or relationship off track and talking about potential pitfalls before they happen.

Think about the projects and processes in your office – hiring someone new, sourcing a vendor, training people on new software. The potential breakdowns are predictable. You know the pitfalls that can happen when starting anything new because you’ve experienced them.

What if candor sounded like, “We want this project to be smooth. There are a couple of things that will make our work together go well and a few things that may delay the project and have it cost more than we budgeted. Let’s talk about what needs to happen for things to go smoothly, ways to prevent missed deadlines, and how we’re going to handle breakdowns when they happen.”

Some call a conversation like this setting expectations, others call it planning. In my world, these conversations are called candor –talking about what you need when projects begin, rather than letting the anticipatable train wreck happen.

Candor isn’t bad news. It’s telling people how to win with you vs. making them guess.

Examples of candor at work and at home:

“Here a few of my pet peeves… It would be great if you could avoid them.”

“What will frustrate you?”

“I turn off my cell phone alerts at night, so feel free to text or call me anytime. I’ll respond to all messages in the morning.”

“I respond to text messages mostly quickly, then voicemail, then emails. If you don’t get a reply to an email within two or three days, don’t take it personally. Chances are I haven’t read the message. Feel free to follow up with a text or voicemail.”

“I work best by appointment. Drop by’s are hard because they interrupt my flow. Email or text me if you need something, and I’ll tell you when I can swing by. Does that work for you?”

For the most part, we treat people as we want to be treated. Other people aren’t us. They don’t do things as we do and don’t know what we want. Don’t make people guess how to work with you, what you need, and what you expect. Be candid and tell them! Then ask what the people you work and live with expect from you.

You won’t get what you don’t ask for.


Manage Your Career by Helping Your Coworkers Be Successful

When the people we work with don’t do their jobs, we might find ourselves saying, “He should be more on top of things.” “She shouldn’t make commitments she can’t keep.” “He doesn’t know what he’s doing, and that’s not my problem.” The challenge is, when your coworkers don’t perform, it is your problem.

When your coworkers don’t get you the information you need in a timely way, you miss deadlines. When you work from incorrect information, your reports are wrong. When others don’t work with you, you look bad. So you can be right all day about how others perform, and your reputation will still be negatively impacted.

I don’t suggest you enable your coworkers by doing the work others don’t. I do suggest you help your coworkers be successful by holding them accountable.

Here are a few things you can do to manage your career and get what you need from your business relationships: 

  1. Don’t assume others will meet deadlines. Check in periodically and ask, “What’s been done so far with the XYZ project?” Notice, I didn’t suggest asking, “How are things going with the XYZ project.” “How are things going” is a greeting, not a question.
  2. Set iterative deadlines. If May 20th is your drop-dead deadline, ask to see pieces of work incrementally. “Can I see the results of the survey on May 5th, the write-up on May 10th, and the draft report on May 15th?” One of the biggest mistakes managers and project managers make is not practicing good delegation by setting iterative deadlines and reviewing work as it’s completed.
  3. Don’t just email and ask for updates. The people you work with are overwhelmed with email, and email is too passive. Visit people’s offices or pick up the phone.

You might be thinking, “Holding my coworkers accountable is awkward. I don’t have the formal authority, and I don’t want my coworkers to think I’m bossy or damage my business relationships.”

It’s all in the how you make requests.

If you’ve seen me speak or have read the business book How to Say Anything to Anyone, you know I believe in setting clear expectations at the beginning of anything new. That could sound something like, “I’m looking forward to working with you on the XYZ project. How would you feel if we set iterative deadlines, so we can discuss work as it is completed? You’ll get just-in-time input, making any necessary adjustments as we go, and we’ll stay ahead of schedule. How does that sound? How are the 5th, 10th, and 15th as mini deadlines for you?”

Many people put large projects off until the last minute. People procrastinate less when large projects are broken into smaller chunks with correlating deadlines. You strengthen your business relationships and support people in meeting deadlines and not procrastinating when you agree on completion dates when projects begin. Also, most of us unfortunately know what it’s like to put a lot of work into a project, have someone review our completed work, and then be told we went down the wrong path and need to start over.

Ask more. Assume less. Don’t assume your coworkers will do what they’re supposed to do. Ask upfront to see pieces of work on agreed-upon dates. Pick up the phone versus rely on email to communicate, and know that the people you work closely with are a reflection of you. Get people working with you, and everyone will look good.


Give Yourself A Break – You’re Not Supposed to Be Perfect

realistic expectations

Last week I had some really, really terrible moments. Our office WIFI went out during a webinar. Not even the phone worked. I missed the deadline to speak at a conference that’s almost in my backyard and an event that I really want to participate in, I double booked myself and had to cancel a few appointments, and I hit my son’s teacher’s car, leaving her side mirror dangling like a Christmas tree ornament.

Some days are going to be terrible. On those terrible days, it’s so easy to feel like we’re screwing things up and that we are indeed a screw up. Instead, give yourself a break. The thing to know and remember, in the moment, is that you’re not terrible. You’re a human being, doing the best you can.

Here is a list of ways to give yourself a break and as a result, do your best work. I’ll admit, I’m working on doing these things too. Every day I’m annoyed that I’m not perfect. I want to be a combination of Mary Poppins, Super Woman, and Kate Middleton, but I’m not. I’m a business owner, working mom, who hasn’t seen the inside of a gym since my son was born, who recommits to better self-care every day, only to break that commitment in eleven different ways by 10:00 am.

Here are Nine Way to Give Yourself a Break:

  1. Set realistic deadlines so you’re not constantly running against time and overestimate how long everything will take to do.  Set yourself up to win.
  2. Before agreeing to a new commitment, ask yourself, “Do I really want to do this?” Try not to commit yourself to things you know, at your core, you don’t want to do. You’ll just resent that commitment when it rolls around and aren’t likely to do your best work.
  3. Turn off the alerts on your phone and laptop when you’re working. You’ll be more focused and get more work done.
  4. Ask for help. If there is someone who can help with a project (and it won’t make you look bad) let them.
  5. Go to bed earlier than you think you need to and leave your phone in the kitchen.
  6. Take a day off. Your company offers vacation time for a reason. People do better work when they take time to relax and rejuvenate.
  7. Take time for yourself, even if it’s 30 minutes.
  8. Drink more water and make sure you eat breakfast and lunch. I’m starting to sound like your mom.
  9. Say “thank you” more and “I’m sorry” less. “Thank you for letting me know” is more empowering than “I’m sorry I missed that.” I’m guilty of apologizing for everything, so much so that one of my employees and I play a game that whoever says she’s sorry first has to throw a dollar in a communal collection pot. Whatever you put attention on will improve.

Some of these things are business focused, some are personal. You bring yourself – your whole self – to work. It’s why you’re good at what you do. People want to work with real people. And real people over commit, make mistakes, and spend too much time on Facebook at 11:30 pm. Give yourself a break.
manage your career and reputation


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