Expectations Template

Clearly define the project objectives, which will serve as the foundation for all future tasks. What are the specific goals and outcomes that the project aims to achieve? Consider the impact of these objectives on the overall success of the project and how they align with the organization's mission and strategic direction. Identify potential challenges that may arise in achieving these objectives and their potential solutions. Are there any resources or tools that will be required to meet these objectives?

Identify the key stakeholders who have a vested interest in the project's success. Who are the individuals or groups that will be impacted by the project or have the ability to influence its outcome? Consider both internal and external stakeholders. What role do these stakeholders play and how will their involvement contribute to the project's success? Are there any potential challenges in managing these stakeholders and how can they be addressed?

Clearly define the roles and responsibilities of each team member involved in the project. What are the specific tasks and activities that each team member will be responsible for? Consider the skills and expertise required for each role and how they align with the project objectives. Are there any potential challenges in assigning these roles and responsibilities and how can they be addressed?

Establish clear accountability expectations for each team member. How will their performance be evaluated and measured? What are the consequences of not meeting expectations? Consider the alignment of individual accountability with the overall project objectives. Are there any potential challenges in clarifying team member accountability and how can they be addressed?

Establish performance indicators to measure the progress and success of the project. What are the specific metrics or key performance indicators (KPIs) that will be used to evaluate the project's performance? How will these indicators be measured and monitored? Consider the importance of aligning performance indicators with the project objectives. Are there any potential challenges in setting performance indicators and how can they be addressed?

Create a timeline with specific deadlines for each major milestone and deliverable of the project. When are the key tasks and activities expected to be completed? Consider the dependencies between tasks and any constraints that may impact the project timeline. Are there any potential challenges in establishing timelines and deadlines and how can they be addressed?

Draft a template that outlines the expectations for the project. What are the key areas that need to be addressed in the template? Consider the format and structure of the template to ensure clarity and ease of understanding. Are there any potential challenges in creating the draft template and how can they be addressed?

Gather feedback on the draft expectations template and make necessary adjustments. What are the key areas of improvement identified through the feedback? Consider the input from key stakeholders and team members to refine the template. Are there any potential challenges in adjusting the template based on feedback and how can they be addressed?

Refine the template format based on the adjustments made from the feedback. What changes were made to improve the clarity and usability of the template? Consider the formatting options available to ensure consistency and professionalism. Are there any potential challenges in finalizing the template format and how can they be addressed?

Determine how often updates on the project's progress and adherence to expectations will be provided. What is the appropriate frequency for sharing updates with stakeholders? Consider the level of detail and relevance of the updates to ensure effective communication. Are there any potential challenges in setting the frequency of updates and how can they be addressed?

Assign a person or team to be responsible for monitoring the progress of the project. Who will be in charge of tracking the project's adherence to expectations? Consider the individual's role and expertise in monitoring project progress. Are there any potential challenges in designating a person to monitor progress and how can they be addressed?

Develop a plan to onboard new team members who join the project during its lifecycle. How will new team members be integrated into the existing team structure? Consider the orientation and training required to ensure a smooth transition. Are there any potential challenges in planning for the inclusion of new team members and how can they be addressed?

Create a plan to address deviations from the established expectations. How will unexpected challenges or changes be managed? Consider the process for addressing deviations, evaluating their impact, and implementing corrective actions. Are there any potential challenges in planning for handling deviations from expectations and how can they be addressed?

Share the final expectations template with all stakeholders involved in the project. How will the template be communicated? Consider the appropriate channels and methods of communication to ensure that all stakeholders are informed. Are there any potential challenges in communicating the finalized expectations and how can they be addressed?

Schedule the first periodic update to review the project's progress and adherence to expectations. When will the first update take place? Consider the agenda and desired outcomes for the update. Are there any potential challenges in arranging the first periodic update and how can they be addressed?

Review the project's progress in meeting the established expectations. What is the current status of the project? Consider the performance indicators and feedback received to evaluate the project's adherence to expectations. Are there any potential challenges in reviewing progress and how can they be addressed?

If deviations or challenges are identified, make necessary adjustments to the expectations. How will the expectations be modified to address the issues? Consider the impact of the adjustments on the project's timeline and resource allocation. Are there any potential challenges in adjusting expectations and how can they be addressed?