Posts Tagged ‘setting expectations’
People are not us; they do things their way, not ours. This is so obvious. Yet violated expectations are consistently a source of lots of frustration and upset, both personally and professionally. “How could you not check your work before submitting information to a client?” “What do you mean you didn’t call that person back?” “You said what?!”
The most frequent request we get at Candid Culture is for feedback training. The call usually goes something like this, “The
communication isn’t great at our company. Managers don’t give a lot of feedback. People don’t talk directly to each other when there are problems, they talk about each other. Can you help?”
Sure, we can help. But once we’re having this conversation people are already frustrated. Trust has been violated and relationships and reputations have been damaged. Instead of waiting for problems to occur, expect the unexpected. Set clear expectations before people don’t proofread reports, miss deadlines, and do other things you wouldn’t dream of doing.
How to avoid violated (often unstated) expectations? Ask more questions.
Here are five questions you should ask every person you work with. And if you do, your workplace will have fewer frustrations and violated expectations:
- What’s most important that you’re working on right now? What are your goals this quarter?
- What are we both working on that we can work on together? Or what should one of us stop working on?
- How do you like to communicate? Phone, in-person, by appointment or drop by’s.
- How do you like to receive information – email, voicemail, text message or instant messenger?
- If I need information from you and I haven’t heard back from you, what should I do, and is it ok to do that?
- What are your pet peeves at work? How will I annoy you and not even know it?
- How do you like to be interrupted? (You’re going to be interrupted. You might as well have a preference.)
I know. That was seven questions, not five. I could keep going. But this is a good start.
Here’s the philosophy and practice: People aren’t you. Anticipate challenges, breakdowns, and violated expectations, and talk about them before they happen. Make requests. Ask questions.
It’s always easier to ask for what you want than to give feedback.

Posted under
Uncategorized on May 4, 2015 by Shari Harley. Comments
Consider the things other people do that frustrate you. Now consider what you’re asking for.
You aren’t likely to get what you don’t ask for, but most people don’t ask for very much. We assume that the people in our lives will do the right thing without prompting. We’ll get the recognition and compensation we deserve at work because it’s the right thing to do. Our friends will remember our birthday because how couldn’t they know that’s important to us? And no one will come to our home empty handed for dinner because we would never do that.
If you read this blog regularly, you already know that I’m a proponent of setting clear expectations and asking more questions before problems occur. Consider what you want and need, anticipate what can go wrong, and plan accordingly before problems happen. Doing that sounds great in theory, but how does it work in practice?
Here are five ways to increase your job satisfaction:
Increasing your job satisfaction tip one: Be honest with yourself about what you need to be happy at work. Rather than tell yourself you won’t get what you need or try to convince yourself that you shouldn’t need something, just admit your needs to yourself.
Increasing your job satisfaction tip two: Share your needs with people who can help you get those needs met. Don’t make people guess. Chances are they won’t guess at all or will guess wrong.
Increasing your job satisfaction tip three: Don’t assume things will go well and just wait and see what happens. Instead, set clear expectations at the beginning of new projects and working relationships.
Here’s how that could sound: “We’re going to be working together for the next six months. Let’s talk about how everyone likes to communicate, what people’s pet peeves are, and the kind of information each person wants to receive.”
Here’s another example of how that could sound: “I’m excited to work on this project with you. There are a few things to know about me that will help us work well together and delivery timely results. I ask a lot of questions. Let me know if this frustrates you. I’m not questioning you; I just have a need to understand why we do what we do. And I work best with a deadline. I am happy to be available off hours, but you probably won’t hear from me before 9 am. You will get messages and work from me at night and on the weekends. Just let me know if you’d prefer I schedule messages to go out during regular business hours.”
People might give you what you need if you ask, but they likely won’t if you don’t. Train others how to work with you.
Increasing your job satisfaction tip four: Agree to talk about things as they happen. Don’t wait until you’re about to explode to speak up.
That could sound like, “I want us to work well together, and things will go wrong. Can we agree that we’ll provide feedback as things happen so we can make timely adjustments?”
Increasing your job satisfaction tip five: Renegotiate when you need to. If you realize you need or want something that you didn’t ask for, go back and ask. It’s never too late.
Here’s how that could sound, “We touch base about once a month and I’m realizing that if we could talk for about 20 minutes once a week, I’d be able to get more done. Can we make that happen?”
Job satisfaction and happiness at work (and at home) don’t just happen. The people you live and work with are not you and they don’t know what you need. Make a regular practice of identifying what you need, making those needs known, and then speaking up when things go array. You won’t get what you don’t ask for. But you will get whatever you allow.

A few years ago, the guy I was dating asked, “We don’t really need to do anything for Valentine’s Day 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 ‘holiday’ I was furious and let him know it. Instead of having dinner on Valentine’s Day, 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? Here’s how to get what you want on Valentine’s Day 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 Valentine’s Day, 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 Valentine’s Day together. I don’t care what we do, as long as we’re together.” Or, “I don’t care what you do for Valentine’s Day, but please do something to mark the day.” And if you want something specific, ask for it. “I’d love flowers on Valentine’s Day, 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.

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.
My last few blog posts focused on giving feedback. The posts were designed to help managers get ready to write and deliver performance appraisals.
Giving feedback will always be hard. No one wants to hear that she isn’t doing a good job, thus no one wants to tell her. Part of the performance appraisal process is setting expectations for the next year. And asking for what you want, before problems happen, will always be easier than giving feedback.
If you’ve seen me speak or attended one of our training programs, you received a list of Candor Questions designed to eliminate the guessing at work. They may have been questions for leaders, managers, strengthening business relationships or managing careers. Regardless of which Candor Question Cards you received, the goal is the same. Ask more. Assume less.
The most frequent request I get is for feedback training. Managers tell me, “The communication in our company isn’t good. Can you help our managers and employees be more candid?” And I tell business leaders, “I teach people to be more comfortable giving feedback. But why start with something hard? Why not start by asking more questions and getting to know people better, which is much easier and will reduce the number of feedback conversations you need to have?”
When we know what people expect, we can give people what they need. We make fewer ‘mistakes’, requiring fewer feedback conversations. So start with what’s easy. Ask more questions.
Start with what I call Introductory Candor Questions:
- How do you like to receive information – email, voicemail or text message?
- Are you a detail-oriented or a big-picture person? How much information do you want to receive and in what format?
- What are your pet peeves at work? What would I do that would be frustrating, and I’d never know it?
Then move on to Candor Questions for Managers:
- What had you choose to work here, and what would make you question that decision?
- What kind of work do you love to do most? What kind of work do you like to do least?
- What do you wish I would start, stop, and continue doing?
You can download samples of our seven types of Candor Questions here.
People are not us and don’t do things the way we do. Don’t assume someone will create a report as you would, participate in a meeting as you would, or dress for an event as you would. Setting expectations before the event of what you want, gives them a chance to be successful.
Giving Feedback is Hard – Asking for What You Want is Easier. By Shari Harley.
Giving negative feedback is hard. Asking for what you want will always be easier.
Set Expectations That Are Clear
We have all worked hard on a project, only to find out that what we created is not what our manager was expecting. When this happens, everyone is frustrated. Managers question whether or not employees listen. Employees wonder why managers who want something specific didn’t just say so when the work was assigned.
Managers would be well served by setting clear expectations at the beginning of working relationships and projects. Tell your employees what a good job looks like. Don’t make them guess.
If you want a weekly status update, tell employees that rather than being frustrated when you don’t know where projects stand. If you want a bulleted summary, tell people that rather than being annoyed when five paragraphs land in your inbox. If you envision a report with tables and charts, tell employees that versus being disappointed when they create a bulleted list.
Most of us assume people will do things the way we do. They won’t. Save time and reduce frustration by being crystal clear when you set expectations at the beginning of anything new.
When people see the title of my book How to Say Anything to Anyone, they think it’s a book about giving feedback and having difficult conversations. It’s not. How to Say Anything to Anyone is about asking more questions, so you know what your direct supervisor, coworkers, and customers need and don’t have to guess. How to Say Anything to Anyone is not about giving people bad news. It is about asking for what you want before challenges occur, and then talking about how you’ll deal with challenges when they arise.
If you work for someone who does not set expectations that are clear, then you, the employee, needs to set those expectations.
Set expectations by asking your manager:
• When do you want to see this, in what format, with how much detail?
• What does a good job look like?
• What’s your expectation of how this should look when it’s complete?
• Where does this fit, as a priority, in relation to other projects?
• How does this project fit into the department’s or organization’s goals?
Asking questions and telling people what you want is always easier than giving negative feedback. Everyone – employees and managers alike – are accountable for ensuring that the set expectations are clear and that work is done right the first time Ask more. Assume less.
Download the five questions managers must ask their employees to set expectations that are clear:
Meetings go long. Attendees stealthily text under the table like no one can see them. One person talks the whole time, while everyone else rolls their eyes. The decision maker isn’t there, forcing you to have another meeting. All the while, the facilitator does nothing.
Sound familiar?
The amount of time wasted in unproductive meetings and the degree of frustration meeting participants feel is astronomical.
The solution is simple.
Set clear meeting expectations at the beginning of EVERY meeting and hold people accountable when they violate the guidelines.
Most meeting facilitators don’t set expectations at the beginning of meetings. Instead they expect attendees to follow the unstated, assumed guidelines. And when the meeting facilitators’ boss, peers or customers are on their phone, it’s too hard to say something. So facilitators ignore the behavior, hoping it will stop without intervention.
The key to getting what you want in meetings (and in life) is to ask, which for the most part, we don’t. We assume people will do things as we do.
Tips for Running a Good Meeting:
1. Set meeting expectations at your next meeting.
2. Write the expectations on a flip chart and hang them up at the beginning of every meeting. Or download our meeting expectations poster and hang it in your conference rooms.

3. Review the meeting expectations every time you meet, even with groups who meet weekly.
4. Ask meeting participants’ permission to manage meeting behavior. Your role as the meeting facilitator gives you the right to address bad meeting behavior. Asking for permission and letting people know you will say something if you see their phone etc., makes it easier to speak up.
5. Tell participants they are expected to hold themselves and each other accountable.
6. Then hold people accountable for following the meeting expectations. If you ask people not to side talk, address side talking when you hear it. If you ask people not to be on their laptops or phones, ask people to put them away. If one person talks too long, interrupt him. You will have no credibility if you set expectations but don’t hold people accountable.
The reason facilitators don’t hold people accountable is that they feel uncomfortable. It’s hard to tell your peers, boss and other coworkers not to talk in circles. It’s almost impossible if you don’t set expectations about meeting behavior and set the expectation that you will say something when the meeting expectations are violated.
The simple act of setting meeting expectations and asking people’s permission to manage to those expectations makes doing so easier. Not easy, but easier. Asking your boss to put her phone away will never be easy, but it will be easier if you let her know BEFORE she pulls it out that you’ll do so.
You may be thinking, “I don’t run these meetings. I’m an innocent victim.”
As a meeting participant it is frustrating to go to poorly run meetings. But it’s also your role to speak up when you see things going poorly. Go to the meeting facilitator and give feedback. If you’re not sure what to say, follow The Feedback Formula outlined in my book How to Say Anything to Anyone.
Express empathy: “That Wednesday team meeting is tough. I wouldn’t want to run it.”
Ask permission to give feedback: “I’ve got a few observations and suggestions. Is it ok if I share them?”
Give feedback: “I’ve noticed that several people have been missing the meeting and others are on their phones and laptops during meetings. This definitely limits what we can get done and must be frustrating to you. What are your thoughts?”
Make a suggestion: “What do you think of setting meeting expectations at the next meeting and then telling people you’re going to hold them accountable?”
Offer help: “You’re not alone in this meeting. I’d be happy to tee up this discussion and explain why we need to set meeting expectations. What do you think?”
The facilitator knows the meetings aren’t going well. She just doesn’t know what to do. Offer to help. Don’t judge. She might be more receptive than you think. And you can stop suffering through poorly run meetings.