How can you set boundaries with clients as a self-employed Practice Management professional?

1 Identify your boundaries

The first step is to identify your own boundaries and preferences. What are your working hours, rates, communication channels, and deliverables? How do you handle feedback, revisions, and disputes? How much flexibility and autonomy do you need? Write down your answers and use them as a guide for your interactions with clients.

2 Communicate your boundaries

The second step is to communicate your boundaries clearly and confidently to your clients. You can do this in your proposal, contract, welcome email, or kickoff meeting. Explain what you can and cannot do, what you expect from them, and what they can expect from you. Be polite but firm, and avoid vague or ambiguous language.

3 Enforce your boundaries

The third step is to enforce your boundaries consistently and respectfully. If a client tries to cross your boundaries, remind them of your agreement and the consequences of violating it. For example, if a client asks you to work outside your hours, charge them an extra fee or decline the request. If a client requests more revisions than agreed, inform them of the additional cost or time.

4 Respect your client's boundaries

The fourth step is to respect your client's boundaries as well. Just as you have your own limits and preferences, so do your clients. Be mindful of their working hours, communication styles, and feedback methods. Do not harass them with unnecessary calls or emails, or pressure them to make decisions or changes. Treat them as you would like to be treated.

5 Review your boundaries

The fifth step is to review your boundaries regularly and adjust them as needed. Your boundaries may change over time, depending on your workload, goals, and personal circumstances. You may also encounter new situations or challenges that require new boundaries. Be open to feedback and learning from your experiences, and update your boundaries accordingly.

6 Educate your clients

The sixth step is to educate your clients on the benefits of having boundaries. Boundaries are not only good for you, but also for your clients. They help you deliver high-quality work, meet deadlines, and maintain a positive relationship. They also help your clients respect your expertise, value your time, and trust your process. Share your insights and best practices with your clients, and show them how boundaries can improve your collaboration.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?