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Workshop Framework

Expectations Exchange

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.

120 minutes
5-20 people
beginner
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✓ Created by former KPMG & McKinsey consultants

Expectations Exchange
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What You'll Achieve with the Expectations Exchange Workshop

Real outcomes that transform your team

1

Achieve clarity over individual roles and responsibilities.

2

Develop informal contracts that enhance accountability among team members.

3

Reduce misunderstandings through aligned expectations.

When to Use the Expectations Exchange Workshop

Perfect for these situations and team challenges

When forming a new team to establish clear roles from the start.

When team members face mismatched expectations affecting collaboration.

How the Expectations Exchange Workshop Works

A step-by-step breakdown of the workshop process

1Step 1: Purpose Explanation

The facilitator begins by explaining the purpose of the Expectations Exchange activity and its objectives to the participants.

2Step 2: Identifying Partners

Each participant identifies someone they need to work closely with to enhance their collaboration.

3Step 3: Contracting in Pairs

Participants pair up and complete a contracting template that outlines their expectations for the relationship.

4Step 4: Swapping and Reviewing

Pairs swap their lists and review the expectations to ensure understanding and reasonableness of each expectation.

Key Topics Covered in the Expectations Exchange Workshop

team buildingexpectations exchangeclarity over rolesworking agreementseffective teamworkteam dynamics

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4

Strengthen team cohesion and collaboration.

To align expectations between different departments at the beginning of a project.

At the start of a client-supplier relationship to clarify roles.

During team development sessions to strengthen working agreements.

Team Problems the Expectations Exchange Workshop Solves

Say goodbye to these common team challenges

Lack of clarity over roles hindering effective teamwork.

Misunderstandings arising from mismatched expectations.

Difficulty in establishing strong working relationships.

Challenges in aligning cross-departmental or client-supplier expectations.

5
Step 5: Discussing Differences

Participants discuss and agree on any differences, rewriting the contract to clarify mutual expectations.

6Step 6: Repeating the Process

Each participant repeats this process with others they need to work closely with, further enhancing clarity and agreement.

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