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Setting the Scene Through Research

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There is a ‘fine line’ between research and spying. A collaborator favours the former and the tough negotiator the latter.

Let’s get started with a checklist of questions to which you must identify all the possible answers.

The Start of all Preparation
  • What is this negotiation about?
  • Who should be party to this negotiation?
  • What would motivate each party to join the negotiation?
  • What deadlines are there? If none, how can a deadline be agreed (i.e. negotiated) amongst all concerned?
  • What are the main tangible needs and wants of each party (including your own)?
  • What is known about prior negotiations by and with the negotiators and their organizations?

What to Research about the Other Parties
  • Who (specific) will represent them?
  • What are their (probable) authority levels?
  • How can you build a rapport and trust with these individuals?
  • What cultural issues might arise? How can/should you respond?
  • What are their probable success criteria for the negotiation?
  • What (do you think) will be their non-negotiables?
  • What are all their possible tangible needs and wants – for themselves and those they represent?
  • Prioritise those needs and wants – which do you think are most important to them? A simple approach is to give each a high, medium or low priority.
  • Estimate how much you think it will cost you to provide each of these needs and wants?
  • What are their emotional needs and wants? Think about both the negotiators themselves and those they represent. This should lead to:

What Negotiating Style are They Likely to Adopt?
  • How might their emotions be responded to?
  • What tactics might they deploy and how might you best respond?
  • What would motivate them to make an agreement?
  • How reasonable are their needs and wants?
  • What will they do or what will happen if an agreement is not reached? This can give you a clear understanding of how powerful they might feel.

What to Prepare About Yourself
  • Who (specifically) are you representing?
  • What is your authority level?
  • What are your success criteria for the negotiation?
  • What will you not negotiate on?
  • What are all your possible tangible needs and wants – for you and those you represent? Think big! Even if you know they cannot meet a need or want, do not discard it at this stage.
  • Prioritise your needs and wants – which are of high, medium or low importance?
  • Estimate how much you think it will cost the other parties to provide each of these needs and wants.
  • What emotional needs and wants do you, and those you represent, have? Be totally honest in answering this question:

What Impact are These Emotions Likely to have on Your Behaviour, Attitude and Style?
  • How might these emotions be responded to?
  • What tactics are you going to use and how might they respond?
  • What is your motivation – and that of those you represent – to make an agreement?
  • How reasonable are all your needs and wants? (be honest!)
  • What will you do or what will happen if an agreement is not reached?