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How to Set Clear Agreements

By Pam Solberg-Tapper on April 7, 2013

Many times my executive coaching clients express frustration because others do not meet their expectations. When you set clear agreements at the beginning of a project or new work relationship, you can avoid pitfalls and misunderstandings. Here are some questions to help you set clear agreements in an effective and collaborative “coach approach” manner.

What? – establish the course of action

  • What do we want to achieve?
  • What is the scope?
  • What are the expectations that I have of you and you have of me?
  • What does success look like and how will it be measured?
  • What is the current status?
  • What are the future steps?

Why? – verify the reason

  • Why is this important?
  • What is the fundamental purpose?
  • Who will it affect most if we succeed? If we fail?
  • What are the consequences of doing nothing?

When? – agree upon the timeline

  • When do we start?
  • What is the deadline?
  • What are the significant milestones?

Who? – decide responsibilities

  • Who will be responsible for what?
  • Who will follow up with whom?
  • Who else needs to know?

How? – determine the method

  • What will our processes be?
  • What do we expect in terms of quality and standards of excellence?
  • How and when do we communicate?
  • How will we address conflict should it arise?
  • How will we celebrate success?

Try the What? Why? When? Who? and How? method to set clear agreements and get better results.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Pam Solberg-Tapper MHSA, PCC – I spark entrepreneurial business leaders to set strategy, take action, and get results. How can I help you? Contact me at Pam@coachforsuccess.com ~  www.coachforsuccess.com ~  Linkedin  ~ 218-340-3330

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Meet this Blog’s Co-Hosts

Chuck Appleby of Appleby & Associates is a leadership and organization development consultant with over 30 years of management, consulting, and coaching experience. [Read more ...]

Carter McNamara of Authenticity Consulting, LLC, has decades of experience providing group coaching and Action Learning around the world. [Read more ...]

Pam Solberg-Tapper is a highly experienced Professional Certified Coach. Her company, Coach for Success, designs, implements and coaches in a variety of leadership and executive programs.
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