❑ What concerns do you each have about past and current activities?
❑ What is the leader’s business direction and strategy for a) the next year, and b) the next five years?
❑ Discuss changes, direction, and strategies in the larger organization and their potential impact on pro-
fessional services.
❑ What is happening in the professional’s area of expertise that might be helpful to you and your customers?
❑ What new methods and technology are available that may improve your productivity?
❑ How does the above translate into priorities for the professional in the short and long terms?
❑ Document priorities.
❑ Clarify and document performance goals. [☛2.7 Goal Statements]
❑ How will success and results be measured?
❑ Any other business or professional issues needing clarification or resolution?
❑ Any other loose ends needing clarification?
❑ What systemic changes must take place to support the changes discussed and planned? [☛2.1 System
Thinking]
❑ Recontract for services and support.The Relationship Review Items:
❑ What worked well in the relationship?
❑ What could be improved in the future?
❑ Give and receive feedback on each person’s personal performance.
❑ What worked well in communication? [☛8.1 Conversations]
❑ How could communication be improved in the future?
❑ Discuss and negotiate higher-impact roles.
❑ Discuss learning: What have we learned that we could use on future projects?
❑ Discuss longer-term relationship strategies.
❑ Discuss the level of ownership of project results and commitment in the client’s organization.
❑ Discuss concerns, if any, about the people side of change. [☛5.8 Human Transitions]
❑ In the complex stakeholder system, who else needs to have this kind of discussion?
[☛5.7 Stakeholder Groups]
❑ How will we celebrate successes?MEETING COMMITMENTS AND ACTION PLANS
As a result of this meeting, document what each will do.
Copyright McGraw-Hill 2000. Original purchasers of this book are permitted to photocopy or customize this worksheet by downloading it from
http://www.books.mcgraw-hill.com/training/download.The document can then be opened, edited, and printed using Microsoft Word or other word processing
software.
RELATED LEADERSHIP TOOLS
3.1 Strategy 8.1 Conversations 13.10 Careers
4.7 Job Satisfaction 13.3 Accountability 13.11 Delivering Expertise
FOR FURTHER ASSISTANCE
Bridges, William. JobShift: How to Prosper in a Workplace without Jobs.Addison-Wesley, 1994.
Drucker, Peter F. Managing in a Time of Great Change.Plume, 1998.
Hiebert, Murray. Powerful Professionals: Getting Your Expertise Used Inside Your Organization.Recursion Press, 1999.
Reich, Robert. The Work of Nations: Preparing Ourselves for Twenty-First-Century Capitalism.Vintage Books, 1991.
134 SECTION 4 TOOLS FORDESIGNINGPRODUCTIVEPROCESSES ANDORGANIZATIONS
Leader’s action commitments Professional’s action commitments