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Setting Expectations Meeting Template

A great template to set work expectations between a Lead and a Direct Report. Discuss role responsibilities, success and things to avoid.

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What’s inside this Setting Expectations Meeting Template:

1Talking Points

Things to talk about.


Lead discusses with direct report what their expectations are for this role.

  • 1) What are your expectations for this role?
  • 2) What does success look like?
  • 3) What are some pitfalls to avoid?


Direct report discusses with Lead what their expectations are for this role.

  • 1) In your own words, what does your role day to day entail?
  • 2) What does it take for you to be at your best?
  • 3) What do you dislike working on?

4Action Items

What came out of this meeting? What are your next steps?


Anything else to write down?

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