Here are templates that you can use (and modify) to fit your needs. Each template is explained in its respective chapter. Also provided are completed examples for your reference.
Chapter 2
Shared Expectations—Template and Prompts
What are your expectations of me as the project manager? |
What are my expectations of you as a team member? |
As a team member of this group, what are your expectations of each other? |
Start with: “Here is what you can expect from me as your Project Manager” |
Start with: “What can I expect from you as an integral member of this team?” |
Start with: “What are your expectations of each other as members of this team?” |
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Created (insert date) SIGNED: Project Manager __________________
Team Member ________________ Team Member ________________
Team Member ________________ Team Member ________________
Team Member ________________ Team Member ________________
What are your expectations of me as the project manager? |
What are my expectations of you as a team member? |
What are your expectations of each other as team members? |
• I will start meetings on time • I will end meetings on time • I will distribute the agenda 48 hours in advance of meeting • I will provide opportunities for our project team to become aware of our collective strengths • I will encourage all team members to develop and use their strengths on the team |
• I will complete my tasks on time • I will reach out if I have questions • I will utilize my talents and strengths toward the project • I will articulate my talents, PM tool kit, and strengths that I bring to the team • I will learn about and value the strengths of my fellow team members • I will continue to develop my project management strengths |
• We will reach out for help if needed • We will resolve problems among ourselves • We will support one another • We will learn from each other • We will engage in strengths conversations to further develop our strengths as a team • We will value what each team member brings to the team • We will apply our collective strengths as a team |
Created (insert date) SIGNED: Project Manager __________________
Team Member ________________ Team Member ________________
Team Member ________________ Team Member ________________
Team Member ________________ Team Member ________________
Strengths Building Blocks Lists—Template
Strengths Building Blocks Lists—Example
Strengths Building Blocks Lists—Example for a Specific Strength
My Talents and Strengths Grid—Template
My Talents and Strengths Grid
Chapter 5
Process for Building/Developing a Talent—Template
Talent Themes: |
Specific Talent: |
Investment: |
Strength: |
Ways to Use Strength on the Project Team: |
Process for Building/Developing a Talent—Example
Talent Themes: Achiever®, Discipline®, and Harmony® |
Specific Talent: Drive to get things done efficiently in a collaborative way |
Investment: Demonstrate the benefits and value to find agreement among the project team to consistently use a Kanban board as a simple, step-by step tracking system |
Strength: Equipping the project team to collaboratively and systematically keep track of what needs to get done and checking it off the project team’s list |
Ways to Use Strength on the Project Team: Collaboratively create action items assigned in project team meetings, post the action items in a place that is accessible to all project team members, communicate where the action items are posted, and then create a system for marking each action item complete |
Chapter 6
Project Team’s Collective Strengths List—Example
Team member |
Specific strengths—consistent, proficient ability to: |
Joe |
Present complex project management topics to large groups |
Susie |
Connect people with people through email and social media to increase stakeholder engagement |
Charles |
Arrange details quickly staying attuned to the timing of the event and/or tasks |
Allen |
Interpret statistical data for others based on the individual’s ability to understand statistical data |
Sabrina |
Mentor individuals toward their growth and development |
Sally |
Create compelling visuals (charts and diagrams) to quickly demonstrate project management concepts, tools, and techniques |
Project Team Talent Theme Wall Chart—Example
April |
Joe |
Mary |
Sam |
Tom |
Activator |
Achiever |
Empathy |
Achiever |
Arranger |
Arranger |
Focus |
Intellection |
Ideation |
Belief |
Individualization |
Harmony |
Relator |
Intellection |
Individualization |
Learner |
Input |
Responsibility |
Learner |
Relator |
Relator |
Maximizer |
Strategic |
Responsibility |
Strategic |
Source: “CliftonStrengths Theme” names are registered marks of Gallup, Inc.
Project Team Leadership Domains Wall Chart—Example
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Executing leaders |
Influencing leaders |
Relationship building leaders |
Strategic thinking leaders |
April |
Arranger |
Activator |
Individualization Relator |
Learner |
Joe |
Achiever Focus |
Maximizer |
Harmony |
Input |
Mary |
Responsibility |
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Empathy Relator |
Intellection Strategic |
Sam |
Achiever Responsibility |
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Ideation Intellection Strategic |
Tom |
Arranger Belief |
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Individualization Relator |
Strategic |
Source: “CliftonStrengths Theme” names are registered marks of Gallup, Inc.
Challenge Tracking: Applying your Project Team’s Collective Strengths—Template
Describe the challenge facing the project team |
What collective strengths from the team did you apply? |
What were the results? |
What could have been done differently to improve those results? |
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Chapter 8
Professional Development Plan—Template
Category |
Organizational Knowledge |
Functional Skills |
Project Management |
Strengths Development |
Short-term goals (1 to 6 months) |
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Mid-term goals (6 months to 1 year) |
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Long-term goals (>1 year) |
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