Setting Expectations Template

Hi (recipient),

I can’t tell you how excited I am to be working together on this project! I know it will be a valuable partnership for us both, and I’m pumped to see the outcome of our work. As we begin our work together, I want to reemphasize the goals and outcomes we discussed: (List the valuable outcomes or deliverables of your work together.)

From experience, I’ve found the best partnerships form when both sides are open about what they need to do their best work. Here are a few things that enable me to do my best work: (List things you will need from the other person to do great work. ex. responding to emails within 48 hours or keeping all communication to one platform)

Additionally, there are a few things outside of our partnership that I am working on and want you to be aware of in terms of other commitments, both professionally and personally: (List additional responsibilities to set expectations around how time will be spent.)

I’d love for you to let me know how I can support you in doing your best work! Feel free to reply with what you need from me throughout this process to ensure a successful partnership.

Warmly,
(your name)