ELEMENT 44Checklists

Any successful negotiator embraces the use of checklists. Compare this to a pilot, sitting in the flight deck, going through various checklists to make sure everything is working and nothing is forgotten. As a negotiator, you'll need to go through the same procedure, pre-negotiation, during negotiation, and post-negotiation.

The necessary checklists in most negotiations are the following:

  • The dos and don'ts of negotiation
  • Pre-negotiation checklist
  • Post-negotiation evaluation

The Dos of Negotiation

  • Make sure to prepare before a negotiation. Use the negotiation planner and checklists as tools and create an agenda before entering the negotiation room.
  • If you work in a team, have a leader, listener/note taker/ and observer.
  • Ask questions instead of arguing.
  • Listen to what your counterpart is really saying.
  • Know your starting point, threshold of pain, and target goal in a negotiation.
  • Learn how to identify when a negotiation is occurring.
  • Identify your negotiation strategy—zero-sum, partnership, or SMARTnership.
  • List and value your variables.
  • Try to expand the number of variables, preferably with your counterpart.
  • Create and develop trust.
  • Be sure to negotiate with a counterpart who has authority to sign a deal.
  • Use breaks during negotiations.
  • Summarize what you have discussed during negotiation.
  • Identify the negotiation style of your counterpart.
  • Use visual aids.

The Don'ts of Negotiation

  • Negotiate price as the first or only variable.
  • Use ultimatums. ...

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