Help me help you!

If you have been reading this blog for a while you would have noticed that I’m a fan of David Masiter (see

David has published a wealth of material on how professional services firms should relate to their clients and prospects. Back in April 2006, David wrote a blog titled “What do you want from me?” Have a read below. I’ve made a few tweeks so it fits better with the theme of my blog. I hope that’s OK!

It’s common that clients will assign work to you badly, and that will cause you problems. How can you do what they want if they don’t tell you clearly what they want? The key is to take responsibility and ask permission to ask questions.

When someone gives you a task to do, say something like ‘I really want to do a great job for you, so can I clarify a few things?’ Most people will say ‘Yes.’ You can then be sure you understand the following details about your assignment –

  1. The context of the assignment – ‘Please could you tell me what you are going to do with this when I get it done, tell me who is it for, and where does it fit with other things going on?’
  2. Deadline – When would you like it, and when is it really due?
  3. Scope – Would you like me to do the thorough job and take a little longer, or the quick and dirty version?
  4. Format – How would you like to see the output of my work presented? What would make your life easier?
  5. Time budget – Roughly how long would you expect this to take (so I can tell whether I’m on track or not?)
  6. Relative priority – What’s the importance of this task relative to the other things you have asked me to do?
  7. Available resources – Is there anything available to help me get the job done? For example, have we done one of these before?
  8. Success criteria – How will the work be judged? Is it more important to be fast, cheap or perfect?
  9. Monitoring and scheduled check points – Can we, please, schedule now a meeting, say, halfway through so I can show you what I’ve got and ensure that I’m on track for your needs?
  10. Understanding – can I just read back to you what you’ve asked me to do, to confirm that I got it down right?
  11. Concerns – before I get started can I just share with you any concerns about getting this done (e.g., other demands on my time) so that I don’t surprise you later?

Yes, your client should be good at assigning work and giving you this information anyway. But the truth is that many people won’t have thought through what they really want from you until you guide them through their ‘either-or’ choices.

If you have not received answers to these questions, you don’t yet know what to do, and the risk of being judged a failure is high!

Don’t rely on your client to give you all this information. Pull it out of him or her!

Some sage advice from one of the real masters.

All my best,

James E