Expectations and Accountability…easier

Setting Expectations and Holding Accountability: Four Essential Questions

A coach ramble on better performance. In my work with CFOs, partners, controllers, accountants, executives, CEOs, realtors, lawyers, and various other professionals, I often encounter common themes. One of the most prevalent topics I coach on is the conversation around expectations—specifically, setting them and holding accountability.

The simple process of setting expectations and holding accountability often is broken. We get busy, we forget, or we’re not intentional about setting or holding expectations. So today, I’m bringing you four simple questions that will help you set expectations and hold accountability effectively.

Four Essential Questions for Setting Expectations and Holding Accountability

Expectation Questions

1. What will you do? In the context of a meeting, asking this question confirms what was heard and what will be done. It ensures clarity between both parties about the tasks that need to be accomplished.
2. When will it be done? This question puts a timeline on the task. Is it going to be done by this Friday? Next week? Establishing a clear deadline between the parties or team members sets concrete expectations.

Accountability Questions

3. How will I know it is done? This question establishes a communication step. The individual responsible for the task needs to notify you of its completion, whether through an email, a phone call, or an update in a project management tool like Monday.com. It brings about a layer of accountability, ensuring you are informed when the task is completed.
4. What will happen if you do or don’t do this thing? This question raises the stakes by making it clear what the consequences will be if the task is or isn’t completed. Will the client be upset? Will it affect a promotion or performance review? Will it impact the project? Understanding the implications emphasizes the importance and urgency of the task.

Conclusion

By incorporating these four questions into your routine, you can significantly improve the clarity of expectations and the effectiveness of accountability within your team or organization:

• What will you do?
• When will it be done?
• How will I know it is done?
• What will happen if you do or don’t do this thing?

I hope these questions help you as much as they have helped my clients. Setting clear expectations and holding accountability is crucial for success in any professional environment.

Thanks for reading. Cheers to setting clear expectations and holding each other accountable!

Doug, The CPA Coach