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How do you set boundaries and expectations as a career development practitioner?

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As a career development practitioner, you help people achieve their career goals and navigate the challenges of the changing world of work. But how do you manage your own professional boundaries and expectations, especially when working with diverse and complex clients? In this article, we will explore some tips and strategies to set clear and ethical boundaries and expectations as a career development practitioner.

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1 Know your scope of practice

One of the first steps to set boundaries and expectations is to know your scope of practice and communicate it clearly to your clients. Your scope of practice defines what you can and cannot do as a career development practitioner, based on your qualifications, competencies, and ethical standards. For example, you may not be qualified to provide psychological counseling, legal advice, or financial planning, even if your clients ask for it. You should explain to your clients what services you can offer, what limitations you have, and what referrals you can make if they need additional support.

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2 Establish a working agreement

Another way to set boundaries and expectations is to establish a working agreement with your clients at the beginning of the relationship. A working agreement is a document that outlines the roles, responsibilities, and expectations of both parties, as well as the terms and conditions of the service. For example, a working agreement may include the goals and objectives of the career development process, the frequency and duration of the sessions, the fees and payment methods, the confidentiality and privacy policies, the cancellation and rescheduling policies, and the feedback and evaluation procedures. A working agreement helps to create a transparent and respectful relationship between you and your clients, and to prevent or resolve any potential conflicts or misunderstandings.

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Jharana Sheth

I help early & mid-career professionals build resilient careers through first-principles thinking in a changing workforce.
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While the idea of a working agreement seems like an unnecessary step, especially when folks are keen to 'just get started' towards their goals, I have found this to be such a useful tool both for me and for the client. It allows room for honest, candid and clear communication. To the point mentioned below on realistic goals, these working agreements serve as a foundation for the trust on which these goals can be established. I have found these to be as effective with kids as with working professionals!

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3 Set realistic and achievable goals

A third tip to set boundaries and expectations is to set realistic and achievable goals with your clients. As a career development practitioner, you want to help your clients reach their full potential and pursue their career aspirations. However, you also need to be realistic about what is possible and what is not, given the client's situation, resources, and constraints. You should help your clients to identify their strengths, interests, values, and skills, as well as their challenges, gaps, and barriers. You should also help them to explore their options, opportunities, and alternatives, and to weigh the pros and cons of each choice. You should then help them to set SMART goals (specific, measurable, achievable, relevant, and time-bound) that are aligned with their vision and values, and that are within their control and influence.

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John M. Jaramillo, MBA, MSOP

Leadership Performance Coach & Consultant | Leadership Design & Branding | Podcast Host??| Executive Advisor | Freelance Writer ?? | Speaker
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This is a very good point. In addition, it's important to convey that goals can evolve and change. What someone wants today can change in the future based on the work they do with a career development professional. Before that engagement, they were working with one mindset; throughout the engagement, though, that practitioner is going to push the client through self-assessment, self-realization, and self-empowerment. Once those phases are reached, the lens through which the client sees what they want can change. Again, it's key to point out this might happen and that changing goals is not a bad thing or a "failure" or cop-out of any kind. We change. Our needs change.

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4 Maintain professional boundaries

A fourth strategy to set boundaries and expectations is to maintain professional boundaries with your clients. Professional boundaries are the limits that define the appropriate and ethical relationship between you and your clients. They protect both you and your clients from harm, exploitation, or conflict of interest. Some examples of professional boundaries are: avoiding personal or romantic involvement with your clients, respecting your clients' autonomy and dignity, avoiding giving or receiving gifts or favors from your clients, keeping accurate and confidential records of your sessions, adhering to the code of ethics and standards of practice of your profession, and seeking supervision or consultation when needed.

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5 Communicate effectively and respectfully

A fifth tip to set boundaries and expectations is to communicate effectively and respectfully with your clients. Communication is the key to building trust and rapport with your clients, as well as to delivering quality and ethical service. You should communicate with your clients in a way that is clear, concise, consistent, and courteous. You should also use active listening, open-ended questions, paraphrasing, summarizing, and reflecting skills to show your interest, understanding, and empathy. You should also be aware of your verbal and non-verbal cues, as well as your clients' cultural and linguistic preferences. You should also provide constructive and honest feedback, and encourage your clients to share their opinions, concerns, and feedback with you.

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Luna Clara Mu?oz, PhD FRSA FHEA

Escaped Academic Misfit; Breaking people out of systems of inequality, empowering people to design life > work & scaling impact projects; Gender Equality Data & Training; GBV; Career Clara-ty Coach?? Capoeira/samba
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I've been trained in coaching with social justice principles in mind. One thing I learned is to seek consent. If I want to share something personal, I ask for permission to share my own experience within the subject area. Asking permission to share your experience as a career counselor... 1. Builds trust 2. Ensures the client feels safe and boundaried 3. Keeps the focus on the client not on you 4. Role models respect 5. Honors the client's agency and the ability to assert boundaries with you Coaches and career counselors may find this practice difficult if they are neurodivergent, so be compassionate with yourself if you're developing these skills.

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6 Review and revise your boundaries and expectations

A final strategy to set boundaries and expectations is to review and revise them as needed. Boundaries and expectations are not static or fixed; they may change over time, depending on the context, the client, and the situation. You should regularly monitor and evaluate your boundaries and expectations, and check in with your clients to see if they are still relevant, appropriate, and effective. You should also be open and flexible to adjust your boundaries and expectations if necessary, and to address any issues or challenges that may arise. You should also celebrate your successes and achievements, and acknowledge your learning and growth as a career development practitioner.

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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?

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Ana Goehner

Career Well-being Strategist | Writer, Speaker, LinkedIn Instructor?? Prioritize well-being over hustle with practical strategies for boundaries, career, job search, flexibility?? Dance lover??LP fan?? FREE NEWSLETTER??
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Most career development professionals are not therapists. Some have degrees and backgrounds in counseling, but most are coaches. My goal as a coach/strategist is to help you bridge the gap between where you are and where you want to go. I give you strategies to help you get there, but you are responsible for the work. I'm your accountability buddy, not the person doing the work for you. My boundaries begin when I tell a client we can't discuss a topic unrelated to what they need or paid for, but they keep bringing it up. I find ways to bring them back to the topic. If they need to address something personal such as workplace trauma, I let them know where my expertise begins and ends. Expectations set the client for success!

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How do you set boundaries and expectations as a career development practitioner?

1

2

3

4

5

6

7

1 Know your scope of practice

2 Establish a working agreement

3 Set realistic and achievable goals

4 Maintain professional boundaries

5 Communicate effectively and respectfully

6 Review and revise your boundaries and expectations

7 Here’s what else to consider

Career Development

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How do you set boundaries and expectations as a career development practitioner?

1

2

3

4

5

6

7

1 Know your scope of practice

2 Establish a working agreement

3 Set realistic and achievable goals

4 Maintain professional boundaries

5 Communicate effectively and respectfully

6 Review and revise your boundaries and expectations

7 Here’s what else to consider

Career Development

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