Understanding Values and Expectations

Key Takeaways

  • To identify client expectations, review written documents, but have a dialogue with the client to uncover unwritten expectations by asking questions and listening. Manage increasing expectations by reminding the client of the original objectives.
  • Determine the stated corporate values by reviewing written documents and review actions related to those stated values to see which ones are the basis for action. Attempt to avoid conflicts of values by identifying the differences before they become problems.
  • Do not take advantage of clients' mistakes, but help them meet their objectives in spite of their errors. Live your own values of fairness.