Setting Expectations For Project Communication

Over the past 20 years in market research, many project issues I've seen stem from mismanaging client expectations. Whether you work for a research firm, an agency, a consultancy, or any other business that involves regular client discussions, here are 4 pointers. 1️⃣ Communication—Regularly communicate, candidly ask the client how often they want updates, and never let a week go by without touching base, regardless of the project stage. Anticipate questions and answer them before they ask. A client sending an email asking, "What's the status of...?" is a failure on your end - within reason. Lack of responsiveness leads to mistrust, even more micromanagement, skepticism, and other issues that can be snuffed out by communicating openly. 2️⃣ Be Realistic—We all want to say "yes" to clients, but there are often ways to showcase your experience and expertise by being honest about what can be achieved with a given timeline and budget. The expectation could be a lack of understanding about the process or industry norms. Underpromise and overdeliver versus overpromise and underdeliver. Those honest conversations may appear inflexible, but they're often more about setting expectations and setting up both parties for long-term sustainable success. Saying "no" to this project could be a better long-term decision for the account than saying "yes" and failing with no second chance. 3️⃣ Understand Perspective—Take the time to actively listen to your client's needs, goals, and priorities. It goes beyond listening and includes asking smart (and sometimes bolder) questions to get a complete understanding. What drove the need for research? Why is receiving results within 2 weeks crucial? What happens if you don't receive results in 2 weeks? Understanding what's pushing the decisions behind the scenes can be a game changer. 4️⃣ Solutions Over Problems—Never present a problem or an issue to a client without a path forward. "This happened, but here are 3 things we can do to fix it." You need to be more than someone who relays information, you need to be a true consultant. Be able to justify each recommendation and explain the pros and cons of each path. -------------------------------------- Need MR advice? Message me. 📩 Visit @Drive Research 💻  1400+ articles to help you. ✏️ --------------------------------------

Process is a huge differentiator. And more importantly, it can make the difference between a stellar client relationship and one that barely makes "meh" waves. You may not know that I cut my teeth in the creative business world as a traffic manager-slash-account manager-slash-other duties as assigned. That meant understanding the intersection of process and client communications to set and manage expectations and create an exceptional customer experience. When you communicate what's already happened, what's happening now, and what's coming next, clients don't spend time guessing...and you're not chasing your tail to manage seemingly wayward questions or challenges. It's why I build process-driven communciations into sales, onboarding, and offboarding **as well as** actual delivery. Here are some musts for every client-focused business **before you ever begin work**: ✅ Define the steps of your process before sending a proposal or naming a fee ✅ Break phases into the simplest possible terms ✅ Save the minutia for onboarding, but make sure proposals outline major project phases ✅ During onboarding, set expectations for project flow, timeline, communications, and client responsibility ✅ Create a clear-cut path for client updates and make sure they understand how to use it ✅ Reiterate process, current stage, and next steps in every communication ✅ Complex project management systems aren't necessary: simple Gdocs or templated email checklists also work On the other hand, here are some words of caution: 🚫 Never assume clients remember your process or timeline. They have a lot going on, so by reiterating current and next steps, you make it easy for them. 🚫 Never assume clients know what you're thinking. Be clear and make sure they understand. Better to over-communicate than under. 🚫 Never "let" them go dark mid-project. Things come up and it may slip their mind. Follow up regularly (and in those follow-ups share with them when you'll follow up again). 🚫 Never guess at what they want or understand. Practice good communication skills even in writing "What I'm hearing you say is...XYZ -- is that right?" 🚫 Never assume they read or remember your last email. Make sure the information they need is easy to access. 🚫 Never let them go off into the sunset without a debrief or check in. I'm thinking of offering a workshop for creative pros and entrepreneurs on client management. If you're interested in that, drop me a DM, and I'll make sure you get it! ***** I'm Erin Pennings, owner of CopySnacks. As a brand messaging strategist and copywriter, I draw on 20 years of marketing experience to help startups and scale-ups turn their brands into customer magnets with a blend of strategic insights and tactical delivery. For more tips like this, go to erinpennings .com/newsletter (remove the space)

Unclear expectations are a project killer When I first started managing projects, I thought everyone would be on the same page. Alignment on roles, responsibilities, timelines, & deliverables Spoiler alert - they weren't. Fast forward 6 months: → A task was delayed because no one owned it → A stakeholder expected something we never agreed to → The team was frustrated by murky priorities It all came back to unclear expectations. Now, every time I kick off a project, I focus on 3 key things: ☝ Define roles & responsibilities Who owns what? Don't assume people know. Spell it out. RACI charts work wonders. ✌ Clarify deliverables & deadlines What are we delivering and when? Be specific. Confirm alignment with your team/stakeholders. 🤟 Overcommunicate early Repeat key details. Document agreements/decisions. Follow-up to ensure understanding. Clarity by setting expectations prevents future problems. It also establishes trust, teamwork, and successful delivery. When everyone knows what's expected, they can execute instead of guess. PS: what's your go-to strategy for setting clear expectations? 🤙

Your great design won’t be effective if people don’t understand it. As designers, we often assume our work speaks for itself. I was definitely guilty of this early in my design career. I thought my job was to simply make things look good. I used to send a file with little context, assuming everyone understood the design decisions I’d made. But that often led to confusion and a lot of back and forth. I learned the hard way that clear communication is just as important as delivering great designs. If we can’t communicate clearly (whether it’s with clients, developers, or other team members) we risk misunderstandings, missed deadlines, and projects that fall short. I’ve been there and it’s a awful experience all around. If you’re in a similar situation and want to get out of that cycle, here’s what’s helped me become a better communicator in my design career: 1️⃣ Set expectations early. Before any project kicks off, make sure everyone’s on the same page. What’s the goal of the project? Who’s the audience? What are the timelines? Clear expectations save a lot of headaches down the line. 2️⃣ Explain your design decisions. Don’t just hand over the final design. Take the time to explain why you made certain choices. Whether it’s color, layout, or typography, walking clients or teammates through your thought process helps them understand your vision and trust your expertise. 3️⃣ Ask for feedback early and often. Feedback isn’t something you should get at the end of a project. It should be part of the entire process. Asking for input at key stages not only builds stronger relationships but also keeps the project on track. 4️⃣ Use visuals to support your message. We’re designers and visuals are our advantage! Use them! Use mockups, wireframes, and sketches to communicate complex ideas clearly. It’s amazing how much a quick sketch can clear up confusion. 5️⃣ Be responsive. Good communication is also about being available. Respond to emails and messages in a timely manner. You don’t have to be available 24/7, but being present shows that you’re invested in the project. The reality is great design won’t land if people don’t understand it. As much as you focus on creating beautiful work, invest time in making sure your communication is just as polished. ––– What’s one communication skill you’re working on improving as a designer?

The lack of clarity in organizational communication is one of the leading causes of employee frustration and turnover. In particular, unclear instructions – like the infamous “pls fix” became memes. And yet, the equally unhelpful “Do better, bosses” seems to be the most typical response. But how many have been taught the foundations of clear managerial communication? Let’s do better, shall we – and by that, I mean – let’s clarify how managers can provide clear instructions. But without micromanaging and killing creativity. In this article, I develop a clarity + creativity communication formula by modifying the 5Ws (What, Why, Who, Where, When) and 1H (How) framework used in project management. This can turn "pls fix" into: What (is the task): Streamline the presentation. Why: We want the client to know we do not waste time. How: Focus on the core message – we can deliver results with an efficient and proven process. Provide findings from the latest quarterly report and two examples.  Who: You are responsible. When: It needs to be ready by Tuesday. And then, to support innovative thinking, we can add the C (Creativity) statement like "If you come up with any suggestions for making this even more memorable/impressive/convincing, let me know." The same approach works equally well for the shop or store floor or the boardroom. Read on for more research, examples, and specific cases! None of us are born master communicators. But a structured framework supporting both clarity and autonomy can help. #communication #management #creativity #innovation #clarity #performance #motivation