Setting and managing expectations is about clarity and precision in your ask. Recognizing the scope, your limits, and the other party's view will avoid unnecessary pain.

Managing Expectations

Getting Things Done Right

Bell Curve Managing Expectations

I'm sure that's happened to all of us at some point in our lives—either frustrated by someone for not meeting their expectations or disappointed by someone not meeting our expectations—or both.

In such situations, we blame rather than self-assess our own behaviours, before and after being disappointed.

Expectation management is an essential skill for anyone.

It is useful in many areas of our lives — business, social situations, or personal relationships.

Let's take a further look at it and how it can be used to create a conflict-free environment in the business world.

What Is Expectation Management?

Expectation management is a practice in business that informs clients, customers, and shareholders of possible outcomes.

It also applies to employees and the company's stakeholders, both internal and external.

It is most useful when the result is likely to be disappointing or a surprise to the other party.

It is a strategic process that sets the right expectations in a way that produces the desired outcome.

It builds credibility and trust with stakeholders, reduces tension between the company and customers, improves alignment with internal teams, and increases the efficiency of your organization.

When Are Expectations Important?

No matter how well you have researched, you can't predict exactly what will happen when you make a promise.

When faced with competition, limited resources, and busy seasons businesses face the common problem of handling client expectations.

It is therefore crucial to set expectations before either party engage on a promise.

For example, if you are hiring an employee, you should set their expectation of pay and hours before they begin work and let them know what that exactly means.

The important thing here is knowing how to set the right expectations and manage them effectively to ensure a positive result.

What Are The Steps To Better Manage Expectations

Be Precise In Your Message

When people know what to expect, they're better able to move forward with their plans without feeling blindsided by unexpected challenges or disappointments.

It's important to make sure that everyone knows what to expect about certain outcomes because the consequences of failing to meet those expectations can be disappointing.

You need to use the right communication channels and tools and the message that speaks to each stakeholder.

Put It All On The Table

It is crucial to give as much information as possible.

It does not mean to overload with information and missing the essentials.

It is all about providing as much detail and data pertaining to the matter at hand with a focus on clarity and precision.

You should avoid making any assumptions because, as human beings, we have many biases and tend to assume a lot in our interactions with others.

You should present any piece of information that would interest the stakeholders by avoiding as many assumptions as possible.

Exercise Empathy

You have certainly heard that great leaders need to be empathetic. The idea here is to be realistic while telling people what you need from them.

It does not mean that you should not strive for excellence or set high standards and expectations.

It merely means that you should consider the reality of things and the context in which you are.

Many people fail this process by setting blurred and unrealistic goals, which end in disappointment.

When the objective is unclear, it is much easier to have unrealistic expectations because you end up telling yourself what you wish to happen without actually clarifying what it is.

Know When to Say What

The key is to set expectations at the beginning and not wait till the end of the process.

In a corporate setting, let your co-workers know what results you are looking for and how long it should take. Then make sure they understand precisely what you're expecting from them.

If there is more than one issue or concern, break the situation down into an actionable plan that covers everything that needs to be addressed. Be articulate and communicate as much as possible to avoid surprises and the unrealistic expectations trap.

Set Clear Objectives And Priorities

Goal setting is key here. Even though it is a good idea to set high expectations, it goes without saying that expectation management also includes setting priorities in order to get a certain outcome.

We should avoid double duties and ensure that tasks are clear, concise, and add up to be mutually supported.

The focus here is to set outcomes, boundaries, and key deliverables.

When working in a team, for instance, each team member should have a sense of what success looks like and how the whole team fits into that future goal.

Having high expectations for your organization does not have to lead to a culture of stress or anxiety. By embracing realistic goals and improving transparency about the true capabilities of the team, you can set your employees up for success.

Provide Measurable Goals

To Manage expectations doesn't mean sugarcoating reality — it means being truthful while also providing context that allows others to prepare for the time ahead.

The key to managing expectations, whether on a personal or professional level, is to set goals that are challenging but not out of reach.

Start with small goals and make steady progress toward them. This will keep you or others motivated and build confidence over time.

If there are any details or decisions that need to be made upfront, get it all agreed upon before moving forward.

This makes sure both of you are speaking the same language as far as expectations go and will keep both parties happy when the work is completed and delivered.

Manage What Is In Your Control

When it comes to managing expectations, a great leader also has to keep in mind that not everyone is like them. Everyone may want success, but they do not all define success in the same way or have the same expectations. Given these differences, only effective communication will get you what you desire and need from others.

In reality, you do not have power over what the outcome will actually be; the best thing you can do in the present is to align their expectations with your outcomes.

Ask them to say what you want in their own words.

Be honest when setting expectations. Avoiding the truth will only make people feel like they can't trust you and may result in them not doing business with you again in the future.

Be sure to explain everything that is going on in detail so that there are no questions left unanswered about what is happening or what needs to happen next.

With regards to a client, address any concerns they may have once they understand what is going on. If they have a concern or question, address it immediately so that any misunderstandings can be cleared up before moving forward with the project. Remember to follow up after the project has been completed to ensure that everything went according to plan and that they are happy with the outcome.

Check Progress Regularly

Expectation management is not just setting the right expectation and leaving everything until the end and hoping everything would go as expected. You need to constantly monitor by following up with the relevant stakeholders.

When you find yourself disappointed in the performance, the person underperforming may have one of four things wrong.

1) They have the wrong expectations about the task.

2) They do not know what success looks like for the task.

3) The leader has not managed their limitations and provided them with an opportunity to succeed.

4) You have assigned either too much or too little for that individual and now they are lost.

Confidence in Self-Efficacy

it is hard to manage expectations if you don't know what to expect yourself.

You have to convince others of your vision, setting the tone for a successful relationship that can be built around expectations management.

Let's take the example of setting up an effective training program for a team. Your employees need to trust that you know what you are doing and that you care about their development.

The best way to do so is by building up confidence in self-efficacy. Getting people involved in achieving results creates high levels of self-efficacy.

The Consequences of Expectations Misalignment

One of the biggest problems with not managing expectations is that it causes performance decline.

The core issue with not managing expectations lies in the fact that you set your employees up for failure.

Drastically underestimating the amount of time it takes to complete tasks or projects makes employees feel like they need to put in an extra effort merely to get by.

When there is a significant mismatch in expectation and perceived performance, the result may be a negative feeling. This can lead to employee dissatisfaction and high turnover.

They often go on overworking themselves and deliver a poor outcomes.

Expectations can also cause people to complete tasks faster and more accurately if those expectations match their perceived level of skill.

When you set expectations, and the other party is confident about their ability to meet the requirement, they are more likely to hold up to your explications.

Managing expectations is a two-way street. Both the leader and the employee need to create an environment that enables the individual to fulfill his/her role. And it needs to be a positive experience for all concerned.

Leaders who are not forthcoming about their expectations or set arbitrary or unrealistic ones are likely to find themselves constantly dealing with employee complaints about feeling unappreciated, misunderstood, or undervalued.

It does mean you should feel guilty setting your own expectations, whatever high they might be, but they should not be unrealistic.

Employees who are not forthcoming with their needs and concerns will soon find themselves out of sync with the business, their productivity suffers, and their relationships with their managers will deteriorate.

It's important to be clear upfront about what both parties expect from each other. For example, is the employee expected to...

...work a set number of hours? ...be available on an "on-call" basis? ...have a minimum of relevant experience? ...meet certain performance objectives? ...accommodate flexible start times? ...be willing to travel at short notice?

Good to Know: Writing is shown to improve exam is performance when students write their expectations before the exam.

A person's expectations have a significant effect on what they actually experience. Expectations are important because they influence the extent to which people approach an activity with a positive or negative attitude, which affects their performance.

Over a decade, the Pygmalion effect, well-known in social psychology, has been documented in many studies, including Rosenthal's study of a nursery school where teachers were told that some of the children were intellectual "prodigies" and would bloom intellectually much earlier than average.

As a result, Rosenthal found that the children designated as "prodigies" did indeed perform better.

Similarly, elementary school teachers who expect their students to be difficult or to misbehave tend to elicit negative behavior from those students.

But when teachers expect good behavior from their students, those students tend to behave better. Another study showed how important expectations are when it comes to evaluating job performance.

Evaluators who were told that an employee had performed poorly judged that employee more harshly than evaluators who were told the same employee had performed well.

Expectations also play an important role in the initial phase of romantic relationships. Research has shown that early in relationships, couples tend to be overly optimistic about one another and are more likely to idealize their partners' qualities.

Key Take-Aways To Effectively Manage Expectations

Takeaway 1: Managing expectations is an ongoing process that involves you consistently monitoring and communicating what is expected in a situation.

Takeaway 2: Measurable goals are important, but they only work with regular communication. You should also set up systems to measure qualitative benchmarks, deadlines, etc.

Takeaway 3: Consider four modes for managing expectations. 1. Align behaviours and strategies to their expectations 2. Encourage internalized accountability – help employees to align their behaviours and strategies with their collective expectations 3. Eliminate destructive external control – eliminate unnecessary or unfair scapegoating and remove others' excessive control over employees' actions and decisions 4. Seek high levels of transparency through continuous feedback and dissemination of information – to achieve an optimal level of expectation management

All in all, the most important aspect of managing expectations is being transparent with people from the very beginning. Don't over-promise and under-deliver, and they won't do the same because this can cause major damage to your credibility and ultimately make your job much harder as a leader.

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