---
title: Free Mutual Expectations Checklist | Velocity
description: Does each person know what to expect from you, and you from them? A free one-page checklist from Velocity Advisory Group.
image: https://coaching.velocityadvisorygroup.com/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Mutual_Expectations_Checklist_Social.png
---

[![Velocity Advisory Group](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/00%20Brand%20Assets/Velocity%20Logo%202023%20Wide.png?width=169&height=44&name=Velocity%20Logo%202023%20Wide.png)Velocity Advisory Group](https://www.velocityadvisorygroup.com)

Free one-page checklist

# Does each person know what to expect from you, and you from them?

Twelve checks in three areas. Check what is true today, score yourself from 0 to 12, and see what to fix first.

- Twelve checks across Agreement, Goals, and Support
- A scoring guide that shows what each band means
- One page to print or share with your team

## Get the free checklist

Mutual Expectations Checklist · 1 page · PDF

Trusted by **800+ organizations** across **25+ industries** since 2009

## Try the first four checks

Section one is Agreement: put it in writing. Tick what is already true for your team.

Which of these is already true for your team?

- Wrote a one-page agreement with each team member
- Listed what each person can expect from you
- Listed what you expect from each person in return
- Committed in writing not to micromanage

Checked**0** of 4

Be honest: a partial is an unchecked box.

Mutual Expectations Checklist

SECTION ONE

SECTION TWO

SECTION THREE

## What's on the page

### Agreement: Put it in writing

Four checks, including: wrote a one-page agreement with each team member.

### Goals: Define success together

Four checks, including: set goals with each person, not only for them.

### Support: Coach, don't hover

Four checks, including: run one-on-ones as support talks, not status updates.

### A scoring guide

Zero to four, five to eight, and nine to twelve, with what to do at each level.

[Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/mutual-expectations-checklist#get-it)

## Results and feedback from Velocity's leadership work

**30% to 8%**employee turnover in one yearBiopharmaceutical company

**+126%**strategic alignment liftBiopharmaceutical company

**95%**retention rate in a construction leadership programVelocity client

> “Now associates understand themselves better, and leaders have new tools to support their teams.”

Chief People and Culture Officer, healthcare products distributor

> “Velocity challenged our team and brought us together in ways that have paid immediate dividends.”

Managing Partner, accounting and advisory firm

## How scoring works

Each check is one point. Ready means 9 to 12 checks and at least 3 in every section. A high total with an empty section is a warning, not a pass.

### 0 to 4: Write it down

Draft a one-page agreement with one team member this week.

### 5 to 8: Make it two-way

Use your unchecked boxes to revisit each agreement.

### 9 to 12: Coaching, not hovering

Step back and let people decide.

## Pair it with the full guide

The checklist shows where you stand. The guide explains why, and what to do next.

1

### Take the checklist

Check what is true today and add up your score from 0 to 12.

2

### Read the guide

The Coaching Line explains the thinking behind it and gives your team tools to act.

3

### Talk with Velocity

Turn your unchecked boxes into a plan with a Velocity advisor.

### Who this is for

- Managers setting expectations with a new team member
- Leaders whose people are unsure what good looks like
- Teams where frustration builds from unspoken assumptions
- Coaches who want two-way accountability in every relationship

## Find out where you stand

Get the one-page checklist and score your team in minutes.

[Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/mutual-expectations-checklist#get-it)

**800+**organizations led through change

**25+**industries

**2009**building momentum since

© 2026 Velocity Advisory Group.velocityadvisorygroup.com

[Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/mutual-expectations-checklist#get-it)