Effective Expectations Management

Onsite Training: Technical and Project Management
  • Course:Effective Expectations Management
  • Course ID:EXPMGT Duration:1 day Where: Your Office (7+ Persons)
  • Available as a private, customized course for your group at your offices or ours and in some cases as a WebLive(TM) class.

  • Download Course Description (PDF)

Course Outline

 

Effective Expectations Management: Introduction

  • Traditional Definition of Project Success
  • Real Project Success
  • The Challenge
  • Agenda

 

Effective Expectations Management: Expectations Management

 

  • Business Value
  • Managing Project Constraints
  • Managing Expectations
  • Managing Projects
  • In the PMBOK Guide®
  • The Language of Expectations

Effective Expectations Management: Understanding Expectations

 

  • Example Expectation Statement
  • Attributes of Expectation
  • Stakeholder Expectation: A Definition
  • How Expectations Work
  • Consonant and Dissonant Expectations
  • Intensity
  • Why Expectations Are Important
  • What We Can Do about Them

 

Effective Expectations Management: Know Your Audience

 

  • How to Manage Expectations: Overview
  • Stakeholder Analysis Tools
  • Prioritizing Stakeholders

 

Effective Expectations Management: Discovering Expectation

 

  • Expectations Identification
  • Expectations Discovery Tools
  • Expectations Checklist
  • Expectations Analysis Worksheet
  • Expectations Chart
  • Discovering Expectations within Complaints
  • Project Team Expectations
  • Missed Expectations
  • Continual Discovery
  • Confirming Expectations

 

Effective Expectations Management: Initiation: Setting Expectations

 

  • Setting Customer Expectations
  • Vendor Expectations
  • Alignment with the Project
  • Points of Project Alignment
  • SOW / Charter Content

 

Effective Expectations Management: Managing Expectations

 

  • Tracking Expectations
  • Management Options
  • Project Manager Options
  • When the Project Manager Must Act
  • Preventive Actions
  • When Expectations Are Not Met

 

Effective Expectations Management: Managing Expectations during Planning

 

  • Include Stakeholders in Planning
  • Quality
  • Requirements
  • Respond to Unreasonable Requirements
  • Responsibility Assignment Matrix

 

Effective Expectations Management: Managing Expectations during Execution and Close

 

  • Periodic Confirmation of Requirements
  • Status Reports
  • Issue Management
  • Formal Change Control

 

Effective Expectations Management – Wrap-up: Recap and Discussion

 

Course Overview

 

Course in a Nutshell

Our project delivery success depends ultimately on how close we come to meeting the stakeholders’ expectations. We must master how to identify, manage, and satisfy stakeholder expectations if we are ever to have reliably successful projects.

Effective Expectations Management can help you avoid much of the turmoil that results when expectations are not understood or managed. We’ll discuss how to define expectations, how expectations operate in stakeholders, how to discover hidden expectations, how to confirm expectations, how to manage expectations throughout the project lifecycle, the impact of expectations that are not aligned with the project plan, and steps that you can take to keep stakeholder expectations aligned with the project objectives. You will also learn how to use tools that allow the discovery and management of stakeholder and team expectations. This course, fully PMBOK® and BABOK® compliant, includes 18 hands-on exercises and facilitated discussions

 

Audience / Prerequisites

Aimed At

Effective Expectations Management is intended for Project managers, managers of project managers, functional managers with project responsibility, and Project Management Office (PMO) staff.

 

Prerequisites

Effective Expectations Management assumes familiarity with basic project management concepts as well as some experience in the planning and execution of projects.