Picking the right (and wrong) time to negotiate

As I’ve noted repeatedly before, one of our biggest challenges as negotiators is overcoming misguided mythology about negotiation. The way we imagine negotiations is simply not the way many real-world negotiations happen. A prominent aspect of that mythology, in turn, is the idea that negotiations happen at pre-appointed places and times—two people staring at each other across a large oaken table at the time indicated by their Outlook calendars.

Some negotiations happen that way, but many of the most important ones we face in organizations—particularly discussions of goals, proposals, and plans with key constituents—just don’t. They happen at unanticipated times and places—unexpectedly opportune moments when a fortuitous opening arises.

Since learning to identify the most opportune (and inopportune) moments for an intra-organizational negotiation can make life negotiable, let’s identify three prominent examples of each.

It might be opportune to initiate an intra-organizational negotiation when:

  • An important decision or change is imminent: In normal organizational times, decision-makers may see your attempt to disrupt the status quo as distracting or annoying. In unsettled times, on the cusp of critical decisions or changes, your proposal may help them make sense of ambiguity and forge a clearer path forward.
  • You discover you can fulfill a key need: Most of us need and want a lot of things from our organizations. But, as articulated in my book, we’re more likely to get them—indeed, more likely to get anything from any counterpart—when they need something from us too. The best negotiators are highly attuned to situations when they can unexpectedly solve someone’s problem.
  • You or the issue gets unexpected airtime: Sometimes we unexpectedly encounter an important person in the elevator. Other times, we unexpectedly hear an important issue mentioned in a meeting. Assuming a long enough elevator ride or flexible enough meeting (coupled with a pressing enough issue), the best negotiators seize the opportunity.

To this list of opportune moments, however, I would hasten to add three caveats in the form of factors that make a situation—and sometimes the same situation—inopportune for negotiation. It might be inopportune to negotiate, for example, when:

  • You’ve been asking for a lot: Don’t ask the person on the elevator or the people in the meeting for anything if you’ve recently been asking for a lot. Do that, and they’ll likely take the stairs or exclude you from the meeting the next time—not to mention ignore your current request.
  • The other party is flustered or annoyed: If they come back from a meeting about the unsettled times in a state of distress—as is common in a state of unsettlement—now’s not the time for a negotiation.
  • You don’t yet understand the situation: Simply detecting you can meet an unmet need doesn’t justify a negotiation on its own—not until you really understand the need and its context. Seemingly opportune moments can still be extremely premature.

Reflecting on the examples above, it becomes apparent how wrong our mythical image of negotiation really is. Many of the most important negotiations happen in the absence of any Outlook invites, in locations more likely to feature floor buttons than oaken tables. I sincerely hope that recognizing the happenstance, ad hoc, scattershot nature of negotiations makes your life more negotiable.