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Seven Steps to Setting Clear Expectations
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Make them clear for yourself
You will be ready to build clear expectations if you are able to clearly articulate them verbally and in writing.
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Know where you need expectations
Consider where the gaps are. Create a checklist to ensure that they are clear to you.
- Are the gaps in the work itself?
- How will you communicate?
- What is the time frame?
- What are the expectations imposed by the organizational culture?
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Give context
Having clear expectations is one side of the coin. Understanding the bigger picture, the context and intention, will make it easier for people to commit and follow.
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Meet and discuss
It is possible that expectations may still not be clear or may be incomplete.
Invite them to a meeting to discuss your expectations. It will ensure that you are on the same page to promote success.
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Make it mutual
As a leader you have expectations of what they need to know. Similarly, they will have expectations of you. This needs to be discussed honestly and openly so that both of you understand what is expected of each other.
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Write them down
Once the expectations of both parties are understood, it is important to write them down.
It is not a legal document, but we all know that we cannot rely on memory alone.
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Get agreement
Once you have them written down, both parties need to read them to ensure that they are understood and that they agree.
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Why setting expectations is critical
One of the top reasons for unhappiness in the workplace is communication issues with one’s manager/supervisor.
Managers tend to make incorrect assumptions that employees have al...
Work
It’s crucial for your team to know exactly what is expected of them.
The unwritten rules about the level of quality expected in the work, and the depth of knowledge that needs to be displayed, are what defines a successful work project.
What are the boundaries of an employee’s responsibilities? What are and what aren’t the roles of the job?
Communication
What’s the preferred way of communicating, both formally and informally? What should be the frequency of communication? What are the protocols for communication at different levels – while reporting to the manager or even upper management?
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Key Ideas
Communicate Early And Often
An effective leader communicates early and often.
Don't assume that your team understands your expectations. Instead, proactively communicate your expectations. Empower them to m...
Come To A Democratic Decision
The right way to set expectations is to sit down with your employees and discuss everyone’s needs and expectations. Then come to a mutually agreed solution.
Focus On The ‘What,’ Not The ‘How’
An good approach for employees to best meet expectations is to focus on “what” your desired outcome or vision is. It allows employees to feel more invested in the process toward completion.
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Key Ideas
Be Proactive
Reactive people believe the world is happening to them. They focus on things that are in their circle of concern, but not in their circle of influence.
Proactive people recognize th...
Begin with the End in Mind
Start with a clear destination to determine your steps. Identify your values and live by them.
- Visualize in detail your own funeral. What are they saying about how you lived your life, and your relationships? What do you want them to say? Change your priorities accordingly.
- Break down different roles in your life - whether professional, personal or in a community. List 3-5 goals you want to achieve for each.
- Define what scares you and write down exactly how you'll handle it.
Go after your goals
Prioritize your day-to-day actions based on what is most important, not what is most urgent.
Be disciplined to follow these actions regardless of how you feel at any given moment. Maintain a primary focus on relationships and results, and a secondary focus on time.