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Project Management is often described as getting a unique undertaking done, within established and agreed on constraints, in a manner that meets or exceeds the stakeholder expectations.

One of the more frustrating experiences for a project management team is to discover that their project is meeting all the specifications, but does not meet the expectations of a project sponsor or end-users, let alone exceed them!

This seminar takes a look at the major areas of project expectations; what causes them to form and what we can do about managing them for project success.

This interactive workshop utilizes brief lectures, guided discussion, short case studies, and hands-on application exercises in small teams. Participants are encouraged to share real life experiences and participate in class discussion.


The course material answers six related questions:

  1. What are project expectations?
  2. Why should we care?
  3. Who has expectations?
  4. What are they about?
  5. How do they form?
  6. What can we do about them?


It covers the “hard” and “soft” aspects of project expectations management, including the use of the DiSC® Personal Profile System to help understand why expectations take varied forms.


  • Practitioners of Project Management
  • Account Management and Account Executives
  • Sales and Marketing Management
  • Contract Managers
  • Any Senior Staff with Customer Interface Responsibilities


This course is designed for managers, supervisors, team leaders, project managers, and individual contributors who want to support and sustain change initiatives in the workplace over time.


A general understanding of project management methodologies, commonly used project management tools and techniques, and fundamentals of project management processes are beneficial.


You will receive a course binder containing a copy of the presentation slides.


Module 1 — Introduction and Context

  • Definitions
  • Importance
  • Who the project stakeholders are
  • Influence of expectations on project success
  • Role of project manager and others
  • The most common project subject areas where expectations arise
  • How those expectations may be stated
  • How expectations may vary over the project life-cycle


Module 2 — How Do They Form?

  • Why don’t people do what they are supposed to do?
  • Impact of value systems, behaviour profiles, communications, work environment, and organization structure


Module 3 — What Can We Do About Them?

  • What to do about expectations in the common project subject areas
  • Influencing and negotiating
  • Managing change expectations


Module 4 — Summary Review

course info

Course ID: TS-2712
Course Level: Advanced
Duration: 1 Day

upcoming sessions

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PMI Talent TriangleThe following table provides the breakdown of the professional development units (PDUs) for this course aligned with the PMI Talent TriangleTM.

  Tech. Ldrshp. Strat. & Bus.
PMP 0 7 0
PgMP 0 7 0
PfMP 0 7 0
PMI-ACP 0 7 0
PMI-SP 0 7 0
PMI-RMP 0 7 0
PMI-PBA 0 7 0

The three columns in the above table are Technical Project Management, Leadership, and Strategic & Business Management.

Other Credits

Other professional (re)certification credits are available, including:

  • Certified Business Analyst Professionals (CBAPs) earn 7CDUs (Category 2B)
  • Certified Software Quality Engineers (CSQEs) earn 1 RU
  • CIPS Information Systems Professionals (ISPs) earn 7 Learning Credits
  • CIPS Information Technology Certified Professional (ITCPs) earn 7 Learning Credits