Managing Expectations to Succeed PM08.44

This class is a component of the Pitagorsky Optimal Performance Suite

Click here to download this overview as a pdf.

Are unrealistic expectations the root of all suffering?

Ultimately the sign of a successful project is client and sponsor satisfaction. Satisfaction is driven by expectations.  This session explores how to apply concepts and techniques to negotiate win-win expectations.  It combines the technical skills of planning, estimating and requirements definition with the behavioral skills of emotional intelligence and open-minded mindfulness.  This is a foundation for the kind of portfolio management, engagement management, project initiation, baseline planning, project execution and control that leads to successful projects and rewarding ongoing relationships. 

Prerequisites

  • None

Learning Objectives

At the end of this class, participants should be able to:

  • Apply their understanding of the five dimensions of expectations to ensure completeness

  • Apply knowledge of the roles in managing internal or external client engagements to ensure mutual expectations

  • Use their knowledge of goal setting, to identify and overcome barriers to project success

  • Apply the principles of win-win negotiating, dynamic estimating and scheduling to ensure that expectations are maintained throughout project life

  • Establish working agreements to ensure that expectations regarding performance and relationships are mutually accepted

Who Should Attend

  • Managers and project managers

  • Business analysts

  • Staff that is involved in setting and fulfilling expectations

  • Groups of people working together to perform projects or provide services

Course Outline

  • Introduction: What are expectations and how do they affect success?

  • Engagement Management

  • Goal setting: Project Portfolio Management, the Sales Cycle and Initiation

  • Scope and Requirements Definition

  • Estimating and scheduling

  • Establishing Working Agreements

There are numerous activities/exercises throughout the class.

Class Length

  • One day (8 PDUs) OR

  • Two days (16 PDUs)