<aside> 💡

• Use this to explore what factors that may be contributing to underperformance.
• Write down specific examples of underperformance and go through each question.
• For each question consider whether your report’s answer would match yours. </aside>

✅ 1. The Work – Expectations & Execution

⬜ Were expectations and priorities clear?

⬜ Was the scope clearly defined and agreed on?

⬜ Were goals, constraints, must-haves, and trade-offs agreed on?

⬜ Were decision-makers clearly assigned?

⬜ Were there blockers preventing delivery?

⬜ Did they have the appropriate tools and resources to do the work?

⬜ Were they the right skills match for the project?

⬜ Have expectations been revisited and clarified as the work evolved?

✅ 2. The Processes – Alignment & Measurement

⬜ How are goals set and progress measured?

⬜ Are progress checkpoints and milestones regularly reviewed?

⬜ What’s the process for stakeholders to give input, monitor, and align?

⬜ Have they been involved in the right conversations and decision-making spaces?