This fundamental was written by Purvee Patel. Purvee started with Eastern Funding in March 2015 as a credit analyst. Prior to joining Eastern Funding, Purvee was a personal banker at Santander and Bank of America. She has 5 years of experience in the finance industry.
Fundamental #8 – Set and ask for expectations – Create clarity and avoid misunderstandings by discussing expectations upfront. Establish mutually understood completion times and dates for all projects, issues and commitments.
“If you don’t design your own life plan, chances are you’ll fall into someone else’s plan. And guess what they have planned for you? Not much.” ~ Jim Rohn
“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” ~ Pablo Picasso
As we all know, every day is a new beginning with many different obligations, obstacles and urgencies. The best thing to do is plan out an outline of goals that need to be accomplished before the end of day, because it eliminates losing hair and feeling stressed. Over a course of time, I’ve used notepads, sticky notes, or an Excel document that laid out my objectives, deadlines and accomplishments of the day for work and personal life. This really helped me create clarity and avoid misunderstandings because it enabled me to better discuss expectations and issues with the corresponding team or people.
The two quotes above defined the fundamental for this week perfectly. A day without a purpose is a day that went wasted. Many people may take a different route of going with the flow, which is absolutely fine, because maybe they have a different definition of meeting expectations. As for me, I fall under the population that needs a rough draft to check off each task that I have completed to reach success and go to sleep peacefully.
Up next is Fundamental 9 – Focus on the Customer.
Have an amazing week every one.