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Workshop Framework

Setting Expectations

Make implicit expectations explicit across performance, behaviour, deliverables, and accountability. Surface misalignments, create specific expectations everyone understands, and align expectations between team members, leadership, and the organisation.

150 minutes
5-10 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

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

Real outcomes that transform your team

1

Participants will articulate clear performance and behavioral expectations.

2

Teams will identify and align on accountability standards.

3

Clarity on deliverables and timelines will be established.

When to Use the Setting Expectations Workshop

Perfect for these situations and team challenges

When a new team is formed and needs to establish clear expectations.

For teams experiencing conflicts due to unclear roles and responsibilities.

How the Setting Expectations Workshop Works

A step-by-step breakdown of the workshop process

1Opening & Discovering Hidden Expectations

This segment begins with a welcome and context-setting introduction, followed by an activity where participants share personal experiences related to unclear expectations. They post their reflections on flip charts, which leads to a group discussion about common patterns and the costs of implicit expectations.

2Understanding Different Types of Expectations

In this segment, participants learn about the four types of expectations: performance, behavioral, deliverable, and accountability. A mini-teach provides clarity on what each type entails, highlighting the importance of making expectations explicit to prevent misunderstandings.

3Surfacing Current Expectations

Participants use an Expectations Assessment handout to map out their own and others' expectations, identifying any misalignments. They share their expectations in small groups, discussing similarities and differences before synthesizing findings as a whole group.

Key Topics Covered in the Setting Expectations Workshop

setting expectationsteam alignmentperformance standardsbehavioral expectationsaccountabilityteam building

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4

Improved team dynamics through open discussions about expectations.

When leadership wants to align team outputs with organizational goals.

In situations where team performance is lacking due to implicit expectations.

For established teams looking to refresh their operational standards.

Team Problems the Setting Expectations Workshop Solves

Say goodbye to these common team challenges

Unclear expectations causing team friction and conflict.

Misalignment between team and leadership expectations.

Lack of accountability leading to missed deadlines.

Implicit expectations that create confusion among team members.

4Setting Performance and Behavioural Expectations

In this segment, participants create clear and specific performance and behavioral expectations in small groups, ensuring they are observable and measurable. They review these expectations collectively to ensure clarity and realism.

5Setting Deliverable and Accountability Expectations

Participants shift focus to deliverables and accountability expectations, identifying key areas and creating specific expectations that enhance clarity in ownership, communication, and follow-through. A whole group review ensures that everyone agrees and understands these expectations.

6Aligning Expectations Across Perspectives

This segment emphasizes the importance of aligning expectations between team members and leadership. Participants discuss what leadership expects and what the team needs from leadership, capturing key points for further discussion.

7Integration & Creating Expectations Agreement

Finally, participants compile their work into a Team Expectations Charter, outlining performance, behavioral, deliverable, and accountability expectations. They also identify ongoing processes for revisiting these expectations and share individual commitments to the agreed expectations.

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