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How to 'align expectation' at work?

on the job
New answer on Oct 24, 2022
6 Answers
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Anonymous A asked on Oct 09, 2022

My manager has asked me to complete a few pages of slides and she has expected that these slides are easy to produce. 

However, I spent more time than she had expected due to data constraints. She thought the data could be easily obtained but instead I had to spend time doing desk researches to dig out those data. 

Would like to seek your advice on how to better align expectation and work more smoothly with a senior under such situation? I think it is quite common to face the situation that boss wants a piece of info, but in reality those info are hard to find or will take longer time. What is the best way to communicate the situation, instead of letting the senior feel that I spent more time on the task than she expected? Thanks in advance!

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Mario
Expert
replied on Oct 09, 2022
Ex-Mckinsey (analyst->associate->manager) and now in tech (Bytedance) + Part time interview coach and mentor

Hi there, 

 

Here are a few thoughts:

1- Always have regular touchpoints with your manager

Instead of working in silo and coming back hours later to tell your manager you need more time, keep an ongoing line of comms with her, expressing the constraints you are facing and seeking her guidance. For instance, if you spend an hour searching for data and couldn't find much, ping her saying “hey, i'm doing some research and it doesn't look like there is data available online, what do you think”. Managers appreciate being in the loop as they might decide shifting gears to something more practical, once they have the visibility.

2- Align from the start on the structure of your research as well as the data sources you will use

Most managers are familiar with typical datasets and sources that can be used. They can recommend upfront a methodology or work with you on one. They might event recommend speaking to some experts or leveraging internal knowledge pieces to fill any data gap. I would always recommend aligning first with them, not just on the framework but on the potential sources to help you populate that framework. 
 

Hope this helps and happy to chat more.

 

Mario

 

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Dennis
Expert
Content Creator
replied on Oct 09, 2022
Ex-Roland Berger|Project Manager and Recruiter|7+ years of consulting experience in USA and Europe

This is a common situation for new consultants. Communication with your manager helps you out here:

  • Clarify as much upfront as possible - e.g. what slide template to use, what data sources to leverage, expected overall timeline, first touchpoint for status update
  • If you have problems finding data, ask other team members or colleagues if they might have some tips for you (so you don't have to go back to the manager right away)
  • Once you can ascertain for yourself that you will not be able to meet the agreed upon deadline, flag this to your manager immediately so you can regroup and adjust the planning accordingly
  • Try to always approach your manager with at least a suggestion for next steps (it doesn't have to be the ultimate solution but it shows proactiveness) - in other words: Don't just yell “fire” and expect your manager to put it out. Notify your manager that there is a “fire” and give him/her your proposal of what you think should be done to resolve the situation. This forms a good starting point and basis for discussion

Especially the first months in the consulting world are tricky to get into the groove. Happy to talk more if you think it helps.

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Francesco
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Content Creator
replied on Oct 10, 2022
#1 Coach for Sessions (4.500+) | 1.500+ 5-Star Reviews | Proven Success (➡ interviewoffers.com) | Ex BCG | 10Y+ Coaching

Hi there,

Q:  What is the best way to communicate the situation, instead of letting the senior feel that I spent more time on the task than she expected?

I would recommend the following:

  1. Before starting the task: review it in details and clarify with your manager if there is anything unclear
  2. Whenever you notice you are going long with a task: if possible align with your manager while still completing the task. Let them know before you finish you are stuck/going longer, so they can help to proceed faster. If possible, propose a solution to fix the bottleneck
  3. If you do go long anyway or cannot align before: organize proactively a meeting for feedback, raise the point and explain you went long and ask for help to improve next time. If you show you want to improve, most managers will be more than happy to support you on this (you will make their job easier in the future)
  4. If your manager is not responsive / not willing to help: repeat point 3 with colleagues 

Hope this helps,

Francesco

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Pedro
Expert
replied on Oct 24, 2022
Bain | Roland Berger | EY-Parthenon | Mentoring Approach | 30% off first 10 sessions in May| Market Sizing | DARDEN MBA

Communicate early, communicate often. 

When I was a manager I faced this issue with new analysists. It's usual to happen, but of course it's something to improve. 

I would tell my analysists to bring issues early on because I had the experience to suggest a different way to finish that deliverale, as well as the power to define a different deliverable that would get us to the same result.

But this requires the analysts to speak up when facing challenges. If they weren't… there was nothing I could do about it. The result would be more working hours and a slower pace.

As such, if it is taking longer, if the process is not working as expected, inform your manager, and suggest a course of action. It can be either keep the current one (and you're informing it will take longer) or suggest / request a different one if you feel it is highly inneficient.

The problem is not needing help. Is needing help and not asking for it.

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Ian
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replied on Oct 10, 2022
#1 BCG coach | MBB | Tier 2 | Digital, Tech, Platinion | 100% personal success rate (8/8) | 95% candidate success rate

Hi there,

You're overcomplicating this just a bit :)

It's very simple: tell them!

When they give you instructions, you need to state them back to them to be clear you understand the expectations. Once aligned, you then need to let them know what you plan to do and provide a time estimate. Double-check that this is reasonable to them.

Additionally, every boss is different. Learning to manage up is important, and different bosses want to be informed in different ways.

Always make sure to quickly figure out how your boss works. As in, how frequently they want updates, in what detail, through what medium (email, text, call), and whether they are hands-on or hands-off.

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Maikol
Expert
Content Creator
replied on Oct 10, 2022
BCG Project Leader | Former Bain, AlixPartner, and PE | INSEAD MBA | GMAT 780

I think the answer to your question is straightforward: just tell your boss about the issue with data.

Beyond that, is good practice to prepare your task in a proper way, and align with your boss immediately if you spot a potential issue.
In this case, you should also propose a solution.

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Dennis gave the best answer

Dennis

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Ex-Roland Berger|Project Manager and Recruiter|7+ years of consulting experience in USA and Europe
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