Managing Expectations in Team Projects

On the best teams, people don’t feel pressure to fit in. They feel valued for what makes them stand out. Here are a few ways to create a culture where diverse perspectives are encouraged and celebrated. 🤝 To prevent groupthink and make it easier for everyone to chime in, split into duos for discussions and then do share outs with the larger group. 💬 If you see someone get interrupted, jump in and ask them to continue sharing. This sets a norm of letting people finish their full trains of thought. ✅ Make an “It’s okay to…” list. As a group, write down things teammates should not hesitate to do. Think, "Ask why, and why not" or "Flag a potential problem." And remember: If everyone on your team agrees on everything, all the time, you're probably not coming up with innovative, broadly accessible solutions.

Teams are often dysfunctional. For six reasons, not five. In his 2002 book "The Five Dysfunctions of a Team," Patrick Lencioni suggested that genuine teamwork is rare, and that organizations often unknowingly fall prey to five interrelated dysfunctions that hinder team effectiveness. These dysfunctions form an inverted pyramid, each one leading to the next: - Absence of Trust: Team members are unwilling to be vulnerable, leading to... - Fear of Conflict: Inability to engage in unfiltered, passionate debate of ideas, leading to... - Lack of Commitment: Feigning agreement during meetings, leading to... - Avoidance of Accountability: Hesitation to call peers on actions and behaviors that seem counterproductive, leading to... - Inattention to Results: Putting individual needs above the collective goals of the team. Lencioni emphasizes that while these concepts are simple in theory, they require significant discipline and persistence to overcome in practice. He also writes that the leader plays a crucial role by demonstrating vulnerability first, setting the tone for the team to follow. I very much agree with his take. Based on my experience working with diverse teams across the globe, though, I would add another dysfunction: 6. Misunderstanding the Power of Difference: Diverse teams bring unique perspectives and strengths, but misunderstanding or underestimating these differences can lead to missed opportunities and great resentment. Here's how to address this dysfunction: - Acknowledge, understand and value differences. - Foster inclusive, candid communication. - Don't blame difference when things go wrong (since difference is usually not to blame). Whatever the line of difference—identity, role, or geographical location—effective teams manage differences proactively and thoughtfully. When they don't, misunderstandings and misinterpretations due to differences in language, cultural norms, and communication styles can hinder their effectiveness. When we recognize and harness differences, we unlock the full potential of teams, driving exceptional results. #Collaboration #Teams #HumanResources #Leadership #Innovation #Difference #Communication

I’ve become an expert at sharing bad news and it has been a cornerstone of my success. Here’s my formula: - Soften the blow. You should be sharing the details of any situation along the way. That way, when bad news happens, it isn’t a surprise. - Share the news first. When you’re sharing the news, tell the truth fast. Rip the bandaid off because otherwise, people will sense that there’s a “but” coming at the end of your sentence. - Provide context. It is very rare for bad news to be as bad as you think. People miss deadlines. Deals don’t always close. Explain what happened and why so that people can empathize with the miss even if they are still frustrated by it. Create the narrative for them or they’ll create their own. - Have a plan. What’s next? Will missing this deal prevent you from hitting this quarter’s numbers? OK, fine. Then tell me what we’re going to do to rebound and how we’re going to learn from this. Get people thinking about the future so they don’t dwell on the past. Candor is one of your best friends in the workplace. Sharing bad news strengthens the good news you do end up sharing when it comes. More professionals should get comfortable with being honest, whether good, bad or ugly.

Surprise missed deadlines are a major headache.  They disrupt workflows, create unnecessary stress, and leave everyone scrambling to catch up. But what if there was a better way? When you miss a deadline, it hurts your reputation and credibility. You can avoid this through 𝐩𝐫𝐨𝐚𝐜𝐭𝐢𝐯𝐞 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧. By letting your manager know about potential roadblocks as soon as you know about them, you become a problem-solver, not a problem creator. This not only reduces stress for everyone involved, but also builds trust and strengthens your professional presence. As the former Head of Editorial at Prezi, here are three strategies my team members used that I appreciated so much: ✅ Flag potential delays early. It benefited the whole team when I got alerted about a roadblock ahead of time. This gave everyone time to adjust, discuss solutions, and minimize the negative impact. ✅ Be specific and be clear. Be upfront about the situation and the impact it might have on the deadline.  ✅ Offer solutions and not just excuses. Coming to your manager with a plan demonstrates responsibility and initiative.  This could involve suggesting an extension, proposing a revised deliverable, or outlining how you plan to catch up. You can save this script for future use: "𝘏𝘪 [𝘔𝘢𝘯𝘢𝘨𝘦𝘳 𝘕𝘢𝘮𝘦], 𝘐'𝘮 𝘳𝘦𝘢𝘤𝘩𝘪𝘯𝘨 𝘰𝘶𝘵 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘐'𝘮 𝘦𝘯𝘤𝘰𝘶𝘯𝘵𝘦𝘳𝘪𝘯𝘨/foresee 𝘢 𝘥𝘦𝘭𝘢𝘺 𝘸𝘪𝘵𝘩 𝘗𝘳𝘰𝘫𝘦𝘤𝘵 𝘈.  𝘋𝘶𝘦 𝘵𝘰 𝘙𝘦𝘢𝘴𝘰𝘯 𝘟, 𝘐 𝘮𝘪𝘨𝘩𝘵 𝘯𝘰𝘵 𝘮𝘦𝘦𝘵 𝘵𝘩𝘦 𝘰𝘳𝘪𝘨𝘪𝘯𝘢𝘭 𝘥𝘦𝘢𝘥𝘭𝘪𝘯𝘦 𝘰𝘧 [𝘋𝘢𝘵𝘦]. 𝘐'𝘷𝘦 𝘦𝘹𝘱𝘭𝘰𝘳𝘦𝘥 𝘢𝘭𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘷𝘦 𝘴𝘰𝘭𝘶𝘵𝘪𝘰𝘯𝘴, 𝘢𝘯𝘥 𝘐 𝘱𝘳𝘰𝘱𝘰𝘴𝘦 𝘚𝘰𝘭𝘶𝘵𝘪𝘰𝘯 𝘠.  𝘗𝘭𝘦𝘢𝘴𝘦 𝘭𝘦𝘵 𝘮𝘦 𝘬𝘯𝘰𝘸 𝘺𝘰𝘶𝘳 𝘵𝘩𝘰𝘶𝘨𝘩𝘵𝘴." Proactive communication is a win-win. Managers appreciate the heads-up and can adjust accordingly. You avoid the last-minute scramble and maintain trust with your team. Remember that all these tips don’t just apply to big projects! The same principles apply to smaller tasks as well. Building this communication habit will put you ahead of the game — and impact your presence in terms of how your colleagues see you. 💬 How do you communicate missed deadlines in advance? Let’s exchange tactics in the comments! #ExecutivePresence #Communication #ProfessionalPresence #WorkplaceTips

One of the hardest balances to master as a leader is staying informed about your team’s work without crossing the line into micromanaging them. You want to support them, remove roadblocks, and guide outcomes without making them feel like you’re hovering. Here’s a framework I’ve found effective for maintaining that balance: 1. Set the Tone Early Make it clear that your intent is to support, not control. For example: “We’ll need regular updates to discuss progress and so I can effectively champion this work in other forums. My goal is to ensure you have what you need, to help where it’s most valuable, and help others see the value you’re delivering.” 2. Create a Cadence of Check-Ins Establish structured moments for updates to avoid constant interruptions. Weekly or biweekly check-ins with a clear agenda help: • Progress: What’s done? • Challenges: What’s blocking progress? • Next Steps: What’s coming up? This predictability builds trust while keeping everyone aligned. 3. Ask High-Leverage Questions Stay focused on outcomes by asking strategic questions like: • “What’s the biggest risk right now?” • “What decisions need my input?” • “What’s working that we can replicate?” This approach keeps the conversation productive and empowering. 4. Define Metrics and Milestones Collaborate with your team to define success metrics and use shared dashboards to track progress. This allows you to stay updated without manual reporting or extra meetings. 5. Empower Ownership Show your trust by encouraging problem-solving: “If you run into an issue, let me know your proposed solutions, and we’ll work through it together.” When the team owns their work, they’ll take greater pride in the results. 6. Leverage Technology Use tools like Asana, Jira, or Trello to centralize updates. Shared project platforms give you visibility while letting your team focus on execution. 7. Solicit Feedback Ask your team: “Am I giving you enough space, or would you prefer more or less input from me?” This not only fosters trust but also helps you refine your approach as a leader. Final Thought: Growing up playing sports, none of my coaches ever suited up and got in the game with the players on the field. As a leader, you should follow the same discipline. How do you stay informed without micromanaging? What would you add? #leadership #peoplemanagement #projectmanagement #leadershipdevelopment

Early in my career, I worked with two very different leaders within the same company. Under the first, team meetings were silent affairs where new ideas were often met with criticism. We stopped contributing. When I moved teams, my new manager actively encouraged input and acknowledged every suggestion, even the imperfect ones. Our productivity and innovation skyrocketed. This experience taught me the power of psychological safety. That feeling that you won't be punished or humiliated for speaking up with ideas, questions, or concerns. Here are three concrete ways leaders can foster psychological safety in meetings: 1. Practice "Yes, and..." thinking. Replace "That won't work because..." with "Yes, and we could address that challenge by..." This simple language shift acknowledges contributions while building on ideas rather than shutting them down. 2. Create equal airtime. Actively notice who's speaking and who isn't. Try techniques like round-robin input or asking quieter team members directly: "Alyzah, we haven't heard your perspective yet. What are your thoughts?" 3. Normalize vulnerability by modeling it. Share your own mistakes and what you learned. When leaders say "I was wrong" or "I don't know, let's figure it out together," it gives everyone permission to be imperfect. AA✨ #PsychologicalSafety #InclusiveLeadership #WorkplaceBelonging

Most team meetings are just report-outs dressed as collaboration. Someone walks through a 20-slide deck, a few people nod, a few multitask, and then the real feedback comes later via Slack messages, hallway conversations, or not at all. By the time the truth surfaces, it’s often too late to help. That’s why I’ve become such a champion of one of our most powerful High Return Practices: Stress Testing. Stress Testing is how world-class teams pressure-test big ideas before they hit the real world. It replaces “sit and listen” with “see something, say something” in a way that’s safe, structured, and supportive. Here’s how it works: Step 1: A team member presents their project in just one slide. What’s been achieved so far? Where are they struggling? What’s planned next? Step 2: The team’s job is to actively challenge that. Step 3: In groups of three, team members discuss: What challenges or risks do we see? What innovations or advice can we offer? What support can we give to help this succeed? Step 4: Feedback is documented in a shared space. Not anonymous, not vague but actionable and respectful. Step 5: The presenter closes with one of three responses: Yes, I’ll act on this. No, here’s why not. Maybe, we need to explore it more. That simple follow-through keeps trust intact and ensures no one feels steamrolled. Stress Testing invites everyone into shared accountability and helps the whole team see blind spots before they become roadblocks. And the best part is it doesn’t take hours. You can run a full stress test in 20 minutes and walk away with more clarity, more momentum, and more ownership than most teams get in a week.

10 Ways Accountants Can Set Boundaries WITHOUT DAMAGING RELATIONSHIPS 🛑✋ Ever had a client who sends you tax documents the DAY BEFORE filing deadline? Or a boss who wants you to "adjust" some numbers to make the company look better? I deal with these situations ALL THE TIME and wanted to share some professional ways to set boundaries while keeping your clients and colleagues happy... ➡️ SETTING CLEAR EXPECTATIONS Instead of: "I'll do the reconciliation whenever you send the documents" Try this: "When you can reconcile financial statements or produce tax filings is dependent on clients sending the data on time." Clients actually get it when you explain deadlines this way. Puts the ball in their court without damaging the relationship. ➡️ TRANSPARENT ACCOUNTING PRACTICES Instead of: "We need to record this as a deferred liability" Try this: "We are recording the expense for accrual purposes, but the actual cash is delayed." Skip the accounting jargon, just tell them what's happening with their money in PLAIN ENGLISH. ➡️ MAINTAINING ETHICAL STANDARDS Instead of: "I can increase the numbers to meet the board's objectives" Try this: "I wouldn't be able to book this entry because it doesn't reflect reality." Standing up for what's right might be awkward for 5 minutes... compromising your ethics follows you FOREVER. ➡️ MANAGING WORKLOAD EFFECTIVELY Instead of: "I can't take on this project right now" Try this: "I am happy to handle this, but that would mean that I would need to push this other project back. Which would you like me to prioritize?" Use this when you're drowning during tax season... works EVERY TIME and clients respect you more for it. ➡️ VERIFICATION PROCESSES Instead of: "The vendor emailed me this information so I processed it" Try this: "I called the vendor to confirm that his wiring details were correct." This simple check has saved me from so many awkward situations... plus clients appreciate your attention to detail. ➡️ RESEARCH-BASED ANSWERS Instead of: "I think this tax treatment is correct" Try this: "I'll research this treatment and confirm with current regulations by tomorrow." Don't guess!!! Your professional reputation is worth more than a quick answer. ➡️ QUALITY CONTROL MEASURES Instead of: "I didn't have a chance to review, so I just submitted it" Try this: "I double-checked the work and made sure that everything was aligned before I sent it." Quality control isn't just a nice-to-have... it's the difference between keeping and losing clients. ➡️ PROACTIVE COMMUNICATION Instead of: "I assumed things were going well since I haven't heard from you" Try this: "I'd love to check in to hear how things are going. Is there anything I can improve upon?" Most accounting problems = communication problems in disguise. FACTS. === What boundary-setting phrases do you use? Share your go-to phrases in the comments below 👇

I’ve found myself navigating meetings when a colleague or team member is emotionally overwhelmed. One person came to me like a fireball, angry and frustrated. A peer had triggered them deeply. After recognizing that I needed to shift modes, I took a breath and said, “Okay, tell me what's happening.” I realized they didn’t want a solution. I thought to myself: They must still be figuring out how to respond and needed time to process. They are trusting me to help. I need to listen. In these moments, people often don’t need solutions; they need presence. There are times when people are too flooded with feelings to answer their own questions. This can feel counterintuitive in the workplace, where our instincts are tuned to solve, fix, and move forward. But leadership isn’t just about execution; it’s also about emotional regulation and providing psychological safety. When someone approaches you visibly upset, your job isn’t to immediately analyze or correct. Instead, your role is to listen, ground the space, and ensure they feel heard. This doesn't mean abandoning accountability or ownership; quite the opposite. When people feel safe, they’re more likely to engage openly in dialogue. The challenging part is balancing reassurance without minimizing the issue, lowering standards, or compromising team expectations. There’s also a potential trap: eventually, you'll need to shift from emotional containment to clear, kind feedback. But that transition should come only after the person feels genuinely heard, not before. Timing matters. Trust matters. If someone is spinning emotionally, be the steady presence. Be the one who notices. Allow them to guide the pace. Then, after the storm passes, and only then, you can invite reflection and growth. This is how you build a high-trust, high-performance culture: one conversation, one moment of grounded leadership at a time.

🌍 The Real Reason Your Team Isn’t Connecting Might Surprise You 🛑 You’ve built a diverse team. Communication seems clear. Everyone speaks the same language. So why do projects stall? Why does feedback get misread? Why do brilliant employees feel misunderstood? Because what you’re facing isn’t a language barrier—it’s a cultural one. 🤔 Here’s what that looks like in real life: ✳ A team member from a collectivist culture avoids challenging a group decision, even when they disagree. ✳ A manager from a direct feedback culture gets labeled “harsh.” ✳ An employee doesn’t speak up in meetings—not because they don’t have ideas, but because interrupting feels disrespectful in their culture. These aren't missteps—they’re misalignments. And they can quietly erode trust, engagement, and performance. 💡 So how do we fix it? Here are 5 ways to reduce misalignments and build stronger, more inclusive teams: 🧭 1. Train for Cultural Competence—Not Just Diversity Don’t stop at DEI 101. Offer immersive training that helps employees navigate different communication styles, values, and worldviews. 🗣 2. Clarify Team Norms Make the invisible visible. Talk about what “respectful communication” means across cultures. Set expectations before conflicts arise. 🛎 3. Slow Down Decision-Making Fast-paced environments often leave diverse perspectives unheard. Build in time to reflect, revisit, and invite global input. 🌍 4. Encourage Curiosity Over Judgment When something feels off, ask: Could this be cultural? This small shift creates room for empathy and deeper connection. 📊 5. Audit Systems for Cultural Bias Review how you evaluate performance, give feedback, and promote leadership. Are your systems inclusive, or unintentionally favoring one style? 🎯 Cultural differences shouldn’t divide your team—they should drive your innovation. If you’re ready to create a workplace where every team member can thrive, I’d love to help. 📅 Book a complimentary call and let’s talk about what cultural competence could look like in your organization. The link is on my profile. Because when we understand each other, we work better together. 💬 #CulturalCompetence #GlobalTeams #InclusiveLeadership #CrossCulturalCommunication #DEIStrategy