Wolf Management Consultants Logo
Wolf Motivation  Home
 
Meet Jeff Wolf
 
Nationally Acclaimed Speaker
 
Jeff's Presentation Testimonials
 
Executive Coach
 
Jeff Wolf Executive Coach Testimonials
 
Meet Our Consultants
 
Consultant Testimonials
 
Coaching & Professional Services
 
Workshops
 
Legal Programs
 
Wolf in the Workplace Legal Articles
 
Clients
 
Free Newsletter
 
Wolf in the Workplace Business Articles
 
Contact us

The Shared Expectations Process:
A Way to Effective Business Relationships

The Challenge

No matter how hard you try, members of that other department never seem happy. You know that what you provide to them is critical to the end product, and you put your all into your part of the process. But at every project meeting, you find yourself getting beaten up about something that wasn't ‘quite right.’ And what's really irritating is that they're always making last minute requests of you, with very little information to go on.

In conversations with colleagues in your department, you find you're not ‘alone’ they are experiencing similar scenarios with that group. So the topic of conversations among your department is about how that other department does nothing but complain. And you have an inkling that similar conversations are going on among them about your department, and how you never deliver what is needed. Productivity and morale is down, as people's energy is tied up in talking about øthose other ‘guys.’ Relationships that are critical to business results are tenuous, at best.

Too many of us have experienced situations like the one described above. As demands on people increase, and the focus centers on results, clear communication of expectations between departments, customers/suppliers, or managers and their teams seems to deteriorate. This results in rework or work-arounds, lower quality products and services, unhappy customers, and frustrated people, who feel stuck in a game of “guess what I need and how I need it.”

The Opportunity

There is a way to get out of such situations—or avoid getting into them in the first place! By engaging in a process called Shared Expectations, groups will experience more productive, effective relationships with one another.

Share Expectations enables groups to:

  • engage in an open, honest dialogue with each other.
  • ensure that an effective business partnership exists between them.
  • clearly and effectively communicate expectations and priorities to each other.
  • discuss both the current and desired levels of performance relative to the expectations.
  • identify where they need to work together to close the uncovered gaps.
  • commit to regular reviews of progress in meeting expectations.

The Outputs

  • Documented, clarified, prioritized expectations
  • A mutual understanding of key expectations
  • A measure of the gap between current and desired performance for each expectation
  • A jointly developed Action Plan to reduce/close gaps, beginning with the highest priority items
  • A commitment to monitor progress and re-calibrate current performance levels

The Benefits

Although Shared Expectations requires a time commitment up-front, the benefits are numerous, including:

  • Provides a validated focus on where to put energy/resources (avoids rework!)
  • Allows for alignment of expectations within each group
  • Encourages a proactive versus reactive approach to avoiding problems
  • Increases understanding of how each group’s actions impact the other
  • Encourages on-going feedback between groups
  • Produces improved business results; increased customer satisfaction

What Shared Expectations is Not

  • A survey or questionnaire—instead, it requires people to talk to each other.
  • A “finger-pointing” session—the intent is to work to make things better, not to “dump” on each other.
  • A single, one-time event—the dialogue that begins with Shared Expectations becomes a way to communicate on a regular basis.
  • A problem identification session—the process focuses on key expectations—not just problems.
  • A focus on only what’s “wrong”; it’s an opportunity to share with others which expectations they are meeting, and to encourage them to continue to do so.
  • A tool only for strained partnerships--it’s a great way to strengthen good relationships, too.
  • A cookie-cutter approach—the process rarely looks the same for everyone; it is easily customized to each unique situation

Process Steps

     
 

Meeting with both groups present

1 full day

Follow through on commitments

Usually 1- 6 months

Review of action plan and expectations with both groups present

half day

Sample Shared Expectations Session Agenda

Session Introduction

  • Process Overview
  • Facilitator/Participant Roles
  • Desired Session Outcomes
  • Group Groundrules

Developing Expectations

  • Generate Expectations Lists
    A. What do we expect of______?
    B. What do we think_____expects of us?
  • Prioritize/Score List A
  • Identify Performance Gaps

Reviewing Expectations

  • Group Read-Outs (Lists A and B)
  • Discussion: Clarifying Expectations
    (What does it look like if an expectation is being met?)

Action Planning

  • Identify Critical Gaps
  • Brainstorm Actions to Reduce/Close Gaps
  • Agree on Actions to be Pursued
  • Identify Target Dates, Champions, Measures of Success

Session Close

  • Schedule Follow-Up Meeting
  • Revisit “Desired Session Outcomes”
  • Evaluate the Session:
    What worked?
    What could have been done differently?

 


Wolf Management Consultants, Inc.