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Contents of

Managing Expectations:
Working with People Who Want More, Better, Faster, Sooner, NOW!

by Naomi Karten
foreword by Gerald M. Weinberg

ISBN: 978-0-932633-27-9  
©1994  240 pages   softcover  
$27.95 (plus shipping)

Subject(s): Communication Skills, Team Management

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Foreword xvii
Preface xix

INTRODUCTION: THE EXPECTATIONS CHALLENGE 1

THE EXPECTATIONS-MANAGING FRAMEWORK 2

Communication 2
Information Gathering 2
Policies and Practices 3

INVOLVING CUSTOMERS 3
FORMULATING AN ACTION PLAN 4
GETTING STARTED 5
TAKING THE CHALLENGE 6

SECTION 1: COMMUNICATION 9

1. GUARD AGAINST CONFLICTING MESSAGES 11

COMMUNICATING CONFLICT 12
Conflict #1: What You Promise vs. What You Do 12
Conflict #2: What You Say You Won't Do vs. What You Do 14
Conflict #3: What You Imply vs. What You Do 16
Conflict #4: What You Say vs. How You Say It 17
Conflict #5: What You Write vs. What You Mean 19
Conflict #6: What You Say vs. What Else You Communicate 20
CIRCUMVENTING THE CONFLICT 22
NOTES 22

2. USE JARGON WITH CARE 23

MISCOMMUNICATING WITH TECHNICAL TERMS 24

Muddling Messages 24
Alienating Listeners 25
Speaking Technobabble 26

MISCOMMUNICATING WITH FAMILIAR LANGUAGE 27

Differing Definitions 27
Ambiguous Statements 30
Misguided Labels 32
Code Words 35

MISINTERPRETING CUSTOMERS' LANGUAGE 36
JARGON-CHECKING KEPT IN PERSPECTIVE 37

3. IDENTIFY COMMUNICATION PREFERENCES 38

COMMUNICATING STATUS INFORMATION 39

Nathan's Preference 40
Building a Skyscraper 41

COMMUNICATING IDEAS 42
ACCOMMODATING DIFFERENCES IN PREFERENCES 44
GAINING CONSENSUS AND ACHIEVING BUY-IN 46

A Technique for Building Consensus 47

LEARNING FROM PREFERENCES 48
NOTES 49

4. LISTEN PERSUASIVELY 50

APPEARING NOT TO LISTEN 51

Dividing Your Attention 51
Closing a Conversation 52
Testing Your Tolerance 52

DEMONSTRATING LISTENING 53

Eye Contact 53
Responsive Behavior 54
Moderation 55

LISTENING ACTIVELY 56

Listen Before Drawing Conclusions 56
Listen to Customers' Questions 57
Listen for Statements of Expectations 58

HELPING CUSTOMERS TO LISTEN 58
SPEAKING THE WAY YOU LISTEN 59
OBSERVING CULTURAL DIFFERENCES 60
LEARNING TO LISTEN 61
NOTES 61

SECTION 2: INFORMATION GATHERING 63

5. HELP CUSTOMERS DESCRIBE THEIR NEEDS 65

ANALYSIS WITH FOCAL POINTS 66

Saying That's Not It 66
Missing a Focal Point 68

TECHNIQUES FOR DESCRIBING NEEDS 68
TYPES OF FOCAL POINTS 70

Prototypes as Focal Points 70
Service Requests as Focal Points 71
Bargaining Chips as Focal Points 72

PITFALLS OF FOCAL POINTS 72
THINKING WITH FOCAL POINTS 73

Finding More Focal Points 74

NOTES 75

6. BECOME AN INFORMATION-GATHERING
SKEPTIC 77

LEARN FROM A MODEL SKEPTIC 78
CLARIFY SERVICE REQUESTS 78
CHALLENGE YOUR ASSUMPTIONS 79
ALLOW FOR INACCURACY 82
POSE STRATEGIC QUESTIONS 84
LEARN TO THINK LIKE A SKEPTIC 87
NOTES 88

7. UNDERSTAND YOUR CUSTOMERS' CONTEXT 89

CATEGORIZE THE CONTEXT 89

Consider All Factors 90
Develop Your Own Questions 92
Draw Conclusions from the Responses 93

CASE STUDY: PEAK WORKLOAD 93

Group Brainstorming 96
Unforeseen Interconnections 96

FOCUS ON THE CUSTOMER 97

Questioning Strategies 98
Talk-Inducing Topics 99

GATHER INFORMATION REGULARLY 102

NOTES 103

8. TRY THE SOLUTION ON FOR SIZE 104

FINDING THE PERFECT SOLUTION 104
BECOMING IMMERSED IN THE SOLUTION 106

Conduct a Demonstration 107
Facilitate a Solution Review 108
Do a Plus/Minus Exercise 108
Perform a Solution Analysis 110
Analyze What Can Go Wrong 113
Consider Alternative Solutions 114
Create Your Own Techniques 115

REFLECTING ON A JOB COMPLETED 116
A JACKET ANALYSIS 117
NOTES 118


SECTION 3: POLICIES AND PRACTICES 119

9. CLARIFY CUSTOMER PERCEPTIONS 121

DIFFERING PERCEPTIONS 122
PERFORMING FOR SATISFACTION 123
DISCUSSING CUSTOMER PERCEPTIONS 124

Questions About Perceptions 124
Discussions of Perceptions: Two Examples 125
Anticipate the Consequences of Discussion 127

GAINING FEEDBACK FROM CUSTOMERS 127

Customer Surveys 127
One-on-One Interviews 129
Team Interviews 130
Customer-Led Interviews 130
Group Meetings 131
Your Participation 131

CREATING A SERVICE GUIDE 132

Statement of Benefits 133
Image Enhancement 134
Clarifying Your Own Perceptions 134

EXPLAINING YOUR DECISIONS 135

Why As Well As What 135
Advance Notice 135
Management Rationale 136

INVOLVING CUSTOMERS 136

Acceptance Testing Teams 137

INTERPRETING COMPLAINTS 138

Checkpoint Assessments 139

SAUNAFACTION GUARANTEED 140
NOTES 140

10. SET UNCERTAINTY-MANAGING
SERVICE STANDARDS 142

STANDARDS FOR COMMUNICATING "WHEN" 143

What Your Service Philosophy Communicates 144
What Customers Can Expect 144
What You Expect of Customers 146

CATEGORIES OF STANDARD-SETTING 146

Select the Category You Can Implement 148
Select the Category You Can Support 149

STRATEGIES FOR STANDARD-SETTING 151

Service Targets 151
Exception Standards 151
Incentives 152
Standards Based on Past Performance 153

STANDARDS FOR SERVICES THAT GO AWRY 154

Regular Updates 155
Acknowledgment of Error 156

SOLUTIONS GUARANTEED
(OR PROBLEMS RETURNED) 157
NOTES 157

11. WHEN APPROPRIATE, JUST SAY WHOA 158

SAYING YES AND SAYING NO 158

The Connection Between
Actions and Expectations 159
The Limits of Service Orientation 159
The Path of Least Resistance 161

SAYING WHOA 161

Benefits 162
The Hit-by-a-Bus Test 164

PUTTING WHOA INTO PRACTICE 165

Review Your Department's Request Process 165
Establish Whoa-Based Service Standards 166
Identify Alternative Resources 167
Say Whoa to Your Manager
(When Appropriate, of Course) 168
Specify Who Has Authority
to Accept Customer Requests 170
Identify Services and Activities
That Can Be Cut 171
Develop Scripts That Can
Help You Just Say Whoa 173

SEEKING NO HELP 173
NOTES 174

12. BUILD WIN-WIN RELATIONSHIPS 175

CUSTOMERS AS ALLIES 176

Customer Contact 176
Reputation for Performance 177

TECHNIQUES FOR RELATIONSHIP BUILDING 178

Arrange Department-Specific Meetings 178
Conduct Cross-Functional Exchanges 179
Accept Responsibility for Your Mistakes 181
Remember the Basic Courtesies 182
Confront Negative Relationships 183
Don't Take It Personally 184

RELATIONSHIP PITFALLS 186

Build Relationships with Colleagues 187

ALL'S WELL THAT MENDS WELL 189
NOTES 189

CONCLUSION: FORMULATE AN ACTION PLAN 190

DEVELOP AN ACTION PLAN 191

Plan as a Group 191
Assess Your Current Efforts 192

REVIEW THE THREE CENTRAL ISSUES 193
CREATE YOUR STRATEGY 195

Prepare Your Own To-Do List 199

BECOME AN EXPECTATIONS MANAGER 199

Role Responsibilities 199
Personal Action 201
Customer Involvement 202

START ANYWHERE 202

Identifying the Predictable 203
Call Me 204

NOTES 204

Related Reading 205
Index 209


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By this Author
Amplifying Your Effectiveness: Collected Essays
Communication Gaps and How to Close Them

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Quality Software Management, Vol. 3: Congruent Action, by Gerald M. Weinberg

Roundtable on Project Management: A SHAPE Forum Dialogue, edited by James Bullock, Gerald M. Weinberg, and Marie Benesh

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