Expectations Exchange is a team building activity that provides clarity over respective roles in a team.
It can also easily be adapted to use between departments and with clients at the start of a project.
Objectives
- To get clarity over people’s respective roles in a team.
- To develop informal but clear ‘contracts’ between team members about how they are going to work with each other.
When Would You Use It?
- When you’re looking for new team building ideas as newly formed teams will especially find this useful.
- One of the biggest barriers to effective team working is a lack of clarity over respective roles.
- Where there is a lack of clarity there will also be a mismatch of expectations which needs re-aligning.
- It can also be used to align expectations between departments and customers with suppliers.
Are There Any Rules?
- As with all team building ideas everyone should be open and honest about the current situation.
- There needs to be willing from participants to follow-through and ‘deliver’ on the agreed contracts that are produced.
Resources Required
- A willing group of people (no constraints other than time on how much exchanging happens).
- Sufficient number of pre-printed ‘contracts’ for the size of group.
- Everyone needs a pen.
- Lots of sets of tables and chairs so people can move around the room.
- Refreshments (keep them coming!)
Process
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The Facilitator explains the business objectives of the process (i.e. what is it we’re looking to achieve).
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Each Participant identifies a person in the room who they need to work closely with.
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In pairs, Participants separately complete the contracting template for the working relationship.
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Swap lists of expectations and each Participant:
- Review the other’s expectations of you. Do you understand each item? Are they reasonable expectations? What is the co-relation between what you thought you should be providing, and what they expect you to provide?
- Review what they think you expect of them. Again, what is the co-relation.
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Discuss and agree on any differences/omissions/additions, then re-write ‘the contract’ – two columns, a list of agreed expectations from each party
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Repeat steps 2-5 with every person with whom you need to work closely

Secret Sauce
- Take plenty of breaks – this is emotional stuff but the results will be well worth it. This tool is out of the top drawer of team building ideas.
- If the atmosphere in the room starts to tire then get everyone together and do a quick Icebreaker to lighten the mood.

