Module 6 of 12 · Async + Virtual · 15 min + tool

Communication Planning

Design how the team, the consultants, and the client stay aligned, and carry the plan into the kickoff.

Module 6 throughline: A work plan says what happens. A communication plan says how the team stays aligned while it happens. Design it before the kickoff.
Async + Virtual~15 min + toolTeam · Consultants · Client

What you will be able to do

  • Treat communication as a designed system: structured, recorded, on a set cadence, and producing decisions.
  • Segment communication for three audiences: the internal team, the consultant team, and the client.
  • Set cadence, channel, decision-rights, and records for each audience.
  • Define an escalation path and produce a one-page Communication Plan that feeds the kickoff.

Tools & resources

Tools & resources you will use

  • Communication Plan Template
  • Project Pulse & Meeting Cadence Guide
  • Stakeholder & Escalation Map

Listed items are the governance and operational tools tied to this section. Items marked “Participant generated” are built during the work.

The Archetype Lens

Before kickoff, the communication plan is where two archetypes fall short.

Planning how the team, consultants, and client will talk is exactly the discipline the People Pleaser over-promises on and the Coordinator drowns in noise.

At risk here

Competent Coordinator

Floods every channel and CCs everyone, mistaking message volume for alignment, so the important information is lost.

At risk here

Obsessed Designer

Stops communicating during the work, assumes silence is fine, and lets consultants design to stale assumptions.

People Pleaser

Over-communicates comfort to the client, softens bad news, and buries the decision the client actually needs to make.

Accountable Owner

Designs the cadence up front: the right message, to the right audience, on a set rhythm, with decisions on record.

The situation

A consultant needs a design decision to proceed.

✗ The Obsessed Designer move

Assumes they will ask if they are stuck. No cadence, no check-in.

✓ The Owner move

Sets a standing consultant coordination pulse so the decision surfaces on schedule, before the deadline slips.

The situation

The client will be surprised by a schedule shift.

✗ The People Pleaser move

Waits for the client to notice, then softens it, or stays quiet.

✓ The Owner move

Plans a client update cadence and decision-rights up front, so surprises become scheduled conversations.


Meet the four archetypes in depth →