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8 Principles for Effectively
Maintaining Professional Boundaries as a Service Provider
All solid working relationships need
rapport and trust to function well. Certainly as a service provider, it’s your
job to make sure your customers feel at ease with approaching you, relating to
you and considering your advice.
Relationship-building, however, should
not come at the expense of your credibility, effectiveness, health and personal
life. Successful (and ethical!) working relationships are anchored on a clear
understanding of what your role is and what your role isn’t. Even if your work
has personal meaning to you, you have to maintain professional boundaries.
Here are some principles to consider when establishing and maintaining
professional boundaries:
Empower Not Rescue
Your
role is to assist your customers in achieving their goals. Point them in the
right direction, nurture the attitude needed, give them encouragement--- but
don’t do the work for them! You may feel that you’re being helpful when you do
so, but you may be robbing them of the opportunity to learn and the satisfaction
of accomplishment. Remember, everyone’s capable of solutions; don’t assume your
customers are any different.
Take Care of Yourself
Do you want to know how to get on the path to job burn-out? It’s in not
knowing where work ends and where personal life begins. Even from the onset, set
clear working hours and respect those hours. Don’t take work home and turn the
cell phone off! If an issue about a customer is weighing you down, debrief by
talking to a co-worker or your supervisor. There’s nothing wrong with setting
reasonable limitations for your customers (and for yourself!). This doesn’t mean
you’re providing bad customer service. It’s about taking care of yourself.
Service Time is Not “Me” Time
While the rule is not
to self disclose, only do so when it substantiates a point that addresses a
customer’s needs. Don’t use your relationship as an opportunity to vent your
feelings. In fact, rule of thumb: just listen! Active listening places the
proper focus on your customers’ needs. It also creates an environment of trust.
If you talk or share too much, the customer may feel like you’re more of a
“friend” versus an advisor. This will ultimately change the dynamics of your
relationship as a service provider.
Don’t Open Your Wallet
While this may seem obvious, it’s very easy for this to happen, especially
when someone is operating on good intentions. Discipline yourself to only use
available program funds. This includes providing change for vending machines,
sharing cigarettes or even food. Unfortunately, as much as we’d like, we can’t
be everything for our customers. If additional funding or resources are needed,
utilize your partners. Also take the time to find out what additional resources
are available within your community.
Don’t Shift From
Service-Provider to Employer
Similar to the previous principle,
don’t ask customers to perform personal services or work for you, even if it’s
for pay. This may represent a serious conflict of interest that could cost you
your job. It also limits opportunities for your customers to pursue competitive
employment and may be seen as favoritism. Moving away from what feels “safe”
(e.g. working with your agency) may be difficult, but with your encouragement
your customers have the confidence to explore other employment opportunities.
Be Consistent
Consistency is at the core of an
effective professional relationship. Always do what you say you’re going to do.
If necessary, underpromise and overdeliver! You need to be someone that your
customers can count on. Also be sure to treat each customer with the same
kindness and respect --- no matter how difficult this may be.
Be
a Role Model
Customers look up to you so you need to lead by
example. Never exhibit behavior that is unprofessional, such as using profanity
or taking advantage of your position to influence others. Always be on time for
appointments and keep meetings concise and to the point. Keep the best interests
of the customer in mind and always remember, especially when working with youth,
that you are being seen as the “expert.” It may not seem like it at times, but
you are an authority in what you do.
Be Accountable
When working in a community setting, it’s easy to get lost, emotionally and
professionally, in the systems that you’re assisting. Stay in touch with an
anchor who can give you feedback, perhaps a co-worker. Never keep information
from your supervisors; keep them updated with successes and challenges. No one
likes to be caught off guard. If you’re not certain what to do, consult with
your supervisor.
While setting boundaries may feel like too much
work, or even feel artificial, they’re a necessary element in becoming a better
service provider. Boundaries sustain your energy and develop others’. They
enhance the service process in running more efficiently and effectively. As with
any relationship, if you have a clear grasp of who you are, and consequently who
your customers are, the lines of communication will remain clearly understood.
Would you like to reprint this article?
You may as long as you include this blurb in its entirety:
Lisa Jordan
is a disability and workforce development expert. Lisa uses her keen
ability to
identify challenges and develop solutions so
that workforce development professionals can increase their comfort level,
productivity and effectiveness when working with a diverse clientele.
Download Lisa’s White Paper on 5 Easy Disability Tips to Immediately Increase
Agency Accessibility by visiting
http://www.human-solutions.net.
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