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Do this when kicking off a piece of work so you and your report can align on expectations - making it easier to give feedback and sense check over time whether anything is diverging from the original plan.

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• [ ] Outcome: goals, deliverables, milestones
• [ ] Priority: relative to other work in flight (i.e. what can be dropped if needs be)
• [ ] Time: deadlines, estimates etc.
• [ ] Constraints: any boundaries on the work
• [ ] Must-haves: anything that needs to be in scope, and why
• [ ] Guidelines: principles or rules that should be followed, and why
• [ ] Stakeholders: that need to be informed, input etc.
• [ ] Decisions: that need management input or approval
• [ ] Check-ins: when you’ll sync for input/review/feedback

💡 Pro Tip

• More junior reports will need your support in setting these expectations.
• More senior reports should be able to draft a proposal independently and that you both then align on explicitly before the work is kicked off.

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