OK. First, let me say that like most bloggers, I will probably be posting relatively frequently in the early days. I don't know what will happen after a few weeks if I will still post; maybe I'll be all empty of thoughts. So, for now, enjoy reading these updates!
When I was studying for my PMP (Project Management Professional) exam back in 2003, one question that came up test was related to the goal of a successful project. I was always told that the goal of an endeavor is to exceed your end client's expectations. Give them more than they ask for and they'll be happy, right? Well, if you answered the test that way, it would be wrong. In fact, according to the materials as well as a PMP colleague I had at Yahoo! that I respect a lot, your goal should be to MEET the expectations of the client.
Now, initially I thought that this was a bunch of hogwash and was about as relevant as following all of the steps outlined in the PMBOK (Project Management Book of Knowledge). But the more I thought about it, I became intrigued and wondered, "What would happen if every vendor I have ever worked with met my expectation?" The answer for me was that I would be ecstatic. Why? Well, because most of the time it's a struggle just to get people to do what they say they are going to do. I get sick to my stomach thinking of all the people that have let me down in business over the years, and I am pretty confident that they didn't set out to do that.
See, I think the reason a lot of people (and companies) want to exceed expectations is because they are afraid that they won't have our loyalty if we don't "get something free", which is pretty much what exceeding expectations is. But the truth of the matter is that people want one thing: say what you do, then do what you say. I gladly (well, maybe not gladly) pay my bills to the electric company and the gas company for the service they provide. I don't expect them to give me something for free in order for me to continue to use them. They promise to provide me a service, they do, and so I pay. If they do decide to give me something free, then that's fine and dandy; but it doesn't change my decision about whether to use them or not.
My previous boss and friend once expressed that switching costs for people are extremely high; if not financially high, the hassle factor is high in and of itself. His point was that people don't leave a vendor for no reason; they usually leave because their expectations aren't being met. He was absolutely right, and we constantly tried to find ways to make sure we were meeting our customers' expectations. I would be hard pressed to find an example of where a customer left a vendor that was meeting their expectations. Loyalty comes from an integrity-based relationship. Again, say what you do, and do what you say.
Now, in order for this to work, this key element of "expectations" must be resolved. So the question is how to set those expectations. Where many companies and individuals go astray is that they put the onus of setting expectations primarily on the client. I liken this to giving my nine year old my credit card and telling her, "Why don't you figure out the clothes you need and the toys you want, and just go buy them". OK, maybe that's an extreme, but as much as clients might say they know what they need, you must consider that if they did know what they need, why do they need you? They probably don't, or if they do, they only need you to "turn wrenches" for them. But even in those circumstances, if you're turning the wrenches the way they tell you to, and if they told you wrong and you even knew they told you wrong but you did it anyway, guess who is going to get the blame. YOU! I saw it happen time and time again, and no matter how many times you told the client that you did what they asked, it won't matter.
So, the best approach is to set expectations together. Since most business engagements require participation and contribution from both sides (at the most basic level, someone paying someone else for some service), it's best to come together and agree on what those expectations and outcomes should be. Then, hold each other accountable to those expectations. It's very easy for both sides to "forget" certain details of expectations or to add additional "understood" expectations to the mix. But with proper communication, documentation, and follow-through, it's less likely that "scope creep" will occur. If scope creep should rear its head, you can very easily go back to your mutual expectation setting session and reassess and/or change the engagement for everyone's benefit.
I know that my thoughts here are somewhat controversial; in fact, there have been many that have questioned the practicality of what I have written here. All I know is that I have seen both theories - meeting expectations and exceeding expectations - play out, and I have always had happier clients when I've met the expectations that we have mutually defined versus trying to hit some undefined elevated mark. I mean, think about it. Once you've exceeded someone's expectations, what do you do the next time. Go higher? OK, then what? Go higher again? Pretty soon you've set yourself up to where you cannot practically (and perhaps financially) meet that customer's expectations.
You want to build your business based on integrity? Consider Barron's Business Dictionary definition:
Quality characterized by honesty, reliability, and fairness, developed in a relationship over time. Customers and clients have much more confidence when dealing with a business when they can rely on the representations made.
Now go out there and start meeting expectations!
Aaron