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What is the first step in building an effective team?

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Mike Kennedy
Technical Evangelist, Talent Analytics, Corp.
Posted on Oct. 18, 2011

Hi Alicia,
There are probably a zillion different perspectives on this but I would start with defining what the team should accomplish. Define the outcome and work backwards to what the team needs to get there in terms of resources. Many businesses and consultants make the mistake of thinking it's as simple as 'hiring the right people' but this is too simplistic and the type of thinking that leads to a lot of teams having internal conflicts that result in a failure to achieve the goal they were tasked with.

Instead, start with the goal, then find the people best equipped to accomplish the goal. You may need to hire them or they may exist in your organization already.

Hope this helps.
Mike

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Dr Deborah D Dancy
Dr Deborah D Dancy Replied on Oct. 20, 2011

So true...Leadership is everything...You have to look at the final goal using a backward design approach...Hire and work with professionals who have the will, zeal and skill to complete the work...Everyone has a role on the team and they must play their part...Dr Deborah D Dancy, Educator/Author

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Timothy Loftus
Timothy Loftus Replied on Oct. 20, 2011

Bravo! I agree. First develop a vision and bring it to your team for input and adjustments. Then utilize all the reources available to the team and rally support for the vision. Develop a plan together to acheive the vision. Execution is a team effort. The first step is to develop a vision.

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Rajib Kanungo
Rajib Kanungo Replied on Oct. 23, 2011

Great point Mike and thanks for sharing this..I would just like to add that many times people think that having all the senior experienced people in the team would help them achieve the goal. This is not at all true. Unless there is a proper pyramid of seniors and junior in the team,there is always a conflict that happens with in the team interms of reporting.

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martin Birt
martin Birt Replied on Oct. 23, 2011

I think you have to be able to define the total offer. This would include a clear statement of team outcomes, expectations for employees AND a definition of the potential benefits, short & long term.

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Margie Thomas
Margie Thomas Replied on Oct. 24, 2011

I would take Mike's response a little further in that during this planning stage you need to:
1) indicate the priority of the project
2) what would happen if the team is not successful
3) ensure that you have buy-in of the managers - to allow team members that are picked to participate.
4) the resources should include some educational components as well as a facilitator (the facilitator could be in house or a hired).

But I totally agree that far to many time leadership starts with an area that needs to be improved but don't really identify it in terms that the team will be able to use. I believe that every team should have a team charter that would describe many of the items listed in the responses to your question.

Margie

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This is what I've developed - what do you think?

How to build a team:

1. Identify needs and resources

2. Define the team – Who is included and why? What are the roles within the team? Before first meeting, individually invite each member to be a part of the team & communicate the goals and why they are selected.

3. Set clear vision & expectations – What are the desired outcomes? What does success look like? What are the unknowns?

4. Build commitment &trust – does each member see value in the team for them and the company? Build empathy for each person’s challenges.

5. Ensure competence – ask the team if they feel everyone who should be included is there. Do we have the knowledge resources needed to achieve the goal? What do is needed from management?

6. Empower the team – The team must be allowed to work within the guidelines with each other to accomplish the goals. What are the limitations and areas not to be touched?

7. Foster teamwork – Is the team working together? The team must evaluate itself (if self-managed) and see if they are using appropriate strategies to achieve the goals.

8. Clear communications –What are the feedback loops? How does the team share information and develop each other?

9. Consequences – What happens if the team fails? How will we use any failure for future development? What are the rewards? Recognition will need to be given as often as possible.

10. Culture – The team needs to understand there will be a shift in thinking from the current hierarchies that may be in place. They must rely on each other for work instead of upper management. (if self-managed)

11. Identify and implement regular monitoring

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Michael Janas
Michael Janas Replied on Oct. 19, 2011

Spot on, Alicia! This resembles third-party courses I have facilitated to take organizationa from staid line-and-staff structures to F2F and virtual teams. I believe you nailed it.

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Alicia  Jones
Alicia Jones Replied on Oct. 19, 2011

Thanks. I put this together after doing some research and hearing what everyone had to say here. I am sure it will evolve over time, but I'll see how it goes!

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Shaleen Shah
Shaleen Shah Replied on Oct. 20, 2011

Love the list, Alicia. I'd say, many are lacking on items 6 - 8...

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Shaleen Shah
Shaleen Shah Replied on Oct. 20, 2011

Reply to this answer...

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Leigh Smith
Leigh Smith Replied on Oct. 23, 2011

Great answer - 6,7, and 9 don't often get enough consideration

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Akeino Sharpe
Akeino Sharpe Replied on Oct. 24, 2011

Good listing Alicia. My suggestion would be in support of Mike Kennedy's proposal and could be summerized as follows:
"0. Identify and define the Goal."
What do you think?

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The first step in building an effective team is to find a fearless leader.

This leader is a person that would have folks wanting to follow them up the mountain rather then the leader standing behind them, pushing them up the mountain

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Craig Mathias
Principal, Farpoint Group
Posted on Oct. 19, 2011

Apart from the obvious need to define goals and objectives, the most important element is setting expectations and ground rules. Team members need to know what is expected of them, at what quality level, when, and at what cost - and they must commit to these constraints. I've found that failure to communicate these basics are the #1 reason projects fail.

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Crispin Garden-Webster
Director, GardenWebster Ltd
Posted on Oct. 18, 2011

Recruit people who will constructively challenge and support each other and set a compelling vision for a desired future state.

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James Hughes
Other, Sales Leadership Consulting
Posted on Oct. 19, 2011

TRUST!!!!!!!

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Craig Mathias
Craig Mathias Replied on Oct. 19, 2011

Sure - but only up to a point. Projects fail all the time because the manager "trusted" someone and assumed things were fine when they weren't. Someone unworthy of trust doesn't belong on any team anywhere, but, as the Russians say - trust, but verified!

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Richard Louis
Richard Louis Replied on Nov. 13, 2011

Wasn't it Reagan who said that in reference to the U.S./USSR ABM Treaty?

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Guy Farmer
Unconventional Training, Team Building & Effective Communication
Posted on Oct. 20, 2011

Great topic Alicia. I'd add that it's vital for the leader to be aware of how her actions affect the rest of the team and whether she practices behaviors that set a positive example of how to collaborate. It's also helpful to build a foundation of effective communication and collaborative problem-solving before expecting people to automatically know how to work together. The idea is to help everyone build deeper relationships and more meaningful and productive interactions.

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Curious if people who responsed could advise how many teams they have put together/managed and some of the positive and negative takeaways. Anyone who has studied team building and team dynamics knows that much of what you learn goes out the window when managing live people on live projects.

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Yoel Ben-Avraham
Principal, Net-Presence
Posted on Oct. 23, 2011

I think I'm coming from left field. Ever since my exposure to the ideas of Dani & Geri Weinberger, I've had this appreciation that the first step in melding a team is to help them understand everybody is different (see Myers-Briggs). Once the team members appreciate the value in the differences that exist between them, they'll eventually be more likely to be successful in building off these differences (leveraging them) rather than by being frustrated by them.

Secondly - a Great Team leader is not one who delegates tasks and motivates players - at least not in a technical environment. A great leader is one who fosters an environment where the team members blossom, feel comfortable to express their creativity, to explore out-of-the-box solutions etc.

For more in this direction check out: http://www.geraldmweinberg.com/Site/Leadership.html

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Craig Mathias
Craig Mathias Replied on Oct. 23, 2011

I disagree. While, yes, everyone is different, a project team is not a social experiment or an exercise in creating harmony and understanding. There's something to deliver, and fixed time and financial budgets. Everyone needs to understand, appreciate, and sign up for this, and anyone failing to do so needs to find something else to do lest everyone involved fail. Self-actualization is just great, and good managers look for a fit here during the hiring process. But when it's time to work and deliver, it's time to work and deliver. Project teams (and beyond, in a work environment) must put achieving the collective goal ahead of expressing creativity and trying out-of-the-box solutions unless these represent the most expeditious path for the team overall.

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Yoel Ben-Avraham
Yoel Ben-Avraham Replied on Oct. 23, 2011

You might be correct ... but. In my experience as Team Leader and Manager of teams required to achieve results in a technical environment, one of the fascinating stumbling blocks has always been the difficulty for high-achieving technically competent individuals to "adapt" to personalities radically different than their own. After being introduced to the Myers-Briggs appreciation of personality, I discovered that by introducing my teams to these ideas, having them explore and experience their own personal personality preferences, they achieved a greater degree of acceptance and appreciation of their other team members. It is not that much different from an individual who is color blind asking assistance from his fellow that is not. By appreciating the differences between people, teams that I led that underwent this kind of "self actualization" training, achieved more solutions to problems presented in less time and with a higher degree of group satisfaction.

I should mention that I was often brought in to "turn around" teams that had problems functioning together. So I don't deny the team's purpose is to achieve the stated corporate objectives. Forcing creative people to restrict themselves to corporate sanctioned solutions is like paying for expensive race horses and then refusing to let them do any more than trot. An exorbitant waste of money and human potential!

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Craig Mathias
Craig Mathias Replied on Oct. 24, 2011

I see your point, but let me offer this. Myers-Briggs and similar tools can be quite useful, but only as a gate for letting people onto the team to begin with. If someone really doesn't fit, they should be on the team. This is not a reflection on them, but rather a realization that the goals of the team, not those the individual, come first. The ideal situation, of course, occurs when these two are in alignment, but that's not always possible. Similarly, I'm against telling people how to do their jobs (or even when or where in many case; I run a very-distributed global organization). But everyone needs to understand and sign up for the goals the team has been chartered to achieve. I like to call this "management by commitment".

As an example, look at Apple after Steve Jobs came back. It was not a place one would want to go to self-actualize. Sure, creativity was encouraged, but it was a rigorous, demanding environment. And it went from almost-bankrupt to the second most valuable company on the planet. If team members had such as a goal, they were more than happy. If not, well, many people did in fact leave. That's fine. We are all different, as you noted. But my point is, no project should fail because of that.

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Robert Selvadurai
Robert Selvadurai Replied on Oct. 24, 2011

there may be a mistake in your opening lines. You probably meant to say "shouldn't be on the team"

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Craig Mathias
Craig Mathias Replied on Oct. 24, 2011

Thanks, Robert - my mistake. New glasses or something. Yeah, let's go with that... :-)

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Ed Bergman
Principal / Chief Curator, REVit Enterprises Inc. / VeloRUSH.com
Posted on Oct. 23, 2011

First - know yourself.

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My team-building experience is limited to major-client teams in professional services, specifically, law.

We began by applying the Gallup research that says people's jobs should be aligned with their strengths rather than trying to "train 'em up" for a role for which they're not well prepared. Also, as shown in Daniel Pink's "Drive," humans are hard-wired to have three powerful needs:
1. Autonomy
2. (Pursuit of) Mastery
3. (Be part of a) Purpose larger than oneself

We began with a philosophical position about the team's mission:
1. Create a client satisfaction level that assures they're a long-term reference account
2. Grow revenue
3. Prepare for the client's and our shared future

From there, we defined eight contributory roles that would have to be fulfilled well to accomplish the mission. This was only a starting point. We invited anyone interested to opt into team membership by committing to filling one of the roles. People will only opt-in to a role that they're confident of succeeding in. "Hey, I can do that. I'll sign up for it." Under these conditions, you don't have to motivate them, train them or manage them. (Some roles had multiple opt-ins; one role attracted nobody, which meant the team had to take a closer look at the role to see what was wrong with it.)

The team set the specific goals, based on what they all wanted out of the effort. When I aggregated them, they were shocked at the scale of their collective ambition. (Pink's book shows that extrinsically-originated, "if-then" type goals are almost always counterproductive. This is also consistent with the observations of the "great" CEOs quote in Jim Collins' "Good to Great": Get the right people on the bus, and keep the wrong people off the bus. Then, let the right people decide where the bus is going, and how.)

One critical element, as others here have observed, is leadership. Not management, but leadership. We were fortunate that the co-chair of the firm, despite planning to retire 18 months hence, was eager to do it, and was sufficiently respected to be the right choice.

The team's goals included penetrating two new service categories from which they'd had no previous engagements. The individual goals added up to a 30% increase. Since this was in 2008, a tough year by any measure, and the client in question had declared a flat legal budget, the team members were intimidated by the aggregate size of their individual boldness.

Results: They accomplished every one of the individual goals, including penetrating the new service classes, and produced a 35% year-over-year revenue increase. Better, we took the training wheels off and removed ourselves as facilitators in August of that year, with the lawyers running the process themselves thereafter.

The client's feedback was that this firm had set itself "head and shoulders above" the other five "trusted circle" firms among whom the entire legal budget was concentrated.

I'm still in touch with the now-retired chairman, who is still in touch with his former partners. He tells me that this self-directed, self-managing team is still producing outstanding results every year.

One resource you might want to look at is "Pyramids Are Tombs," by Joe Phelps. His mar-comm creative agency is L.A. is structured 100% as self-organizing, self-directed teams.

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Mel  Kleiman
President, Humetrics
Posted on Oct. 18, 2011
  • Recommended by:

Hire the right people.

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Brian Phelps
Lead Designer, Focus
Posted on Oct. 18, 2011
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Setting expectations and defining culture. Then hiring people that believe in that.

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JAMES PAPIANO
Human Resources
Posted on Oct. 18, 2011
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I would say first is desired outcomes-- understand the role(s), accountabilities, and authority the team or team members will have.

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Crispin Garden-Webster
Director, GardenWebster Ltd
Posted on Oct. 18, 2011
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A few have noted culture... remember that a lot of that comes with hard business processes not soft intangibles. By this I mean delegations, authorities, permissions etc. say a lot about trust which is a pillar of culture... how hard or easy is it to get things done?

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Mike Marlow
CIO,CTO,VP,Director, Advanced Sales Methodologies
Posted on Oct. 19, 2011
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Having a competent team leader.

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Mike Kennedy
Technical Evangelist, Talent Analytics, Corp.
Posted on Oct. 19, 2011
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If only it was that simple...

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Craig Bissett
President, Hire Results Ltd
Posted on Oct. 19, 2011
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Seeing them in action before you make a hiring decision. Get the hiring right and the rest is easy - get it wrong and it is an uphill battle.

www.hiringsimulation.com

Craig Bissett

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Great answers but seems to be missing a key step...the first one. The cornersone.
Much as a product needs to have a winning value proposition to entice consumers to purchase it. A business venture, project etc. needs to have its own value proposition that talented people can understand and buy into. If you don't have this up front you are not likely to attract people who are as passionate about the work and goals as you are. Everything else is secondary and actually alot easier to do once step 1 is clear.

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In this times where teleworking has become a kind of standard policy, I will say that the first step of building an effective team is making them work together in the same place, at least part of the time. It is very hard to organize an effective team if they work always from different geographic locations.

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Craig Mathias
Craig Mathias Replied on Oct. 20, 2011

I really disagree. OK, I work in wireless and mobile, but the costs of assembling even a small team in the same location, especially on a regular basis, can be enormous, both initially (relocation or travel) and on an ongoing basis (commuting). These are completely unnecessary costs with both recurring and collateral impacts to the company, the team, and the individual. Indeed, a key to success today is to learn to operate effectively in an entirely distributed manner.

I've run a business for the last 20 years where team members, who are all over the world, work primarily from home, maximizing their productivity. Sure, we travel, and sure, we meet from time to time (essential for building trust), but a handset and a wireless connection can go a long way to maintaining the communications necessary to make sure the team is successful. And, with a PC, it can be almost like being there... And very cost-effectively, I might add.

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Pau Ferret
Pau Ferret Replied on Oct. 20, 2011

Craig, I understand your point. May be I should explain me better. We can work with other people from around the world, even never meeting physically. And we can work effectively. Being outstanding is another matter. Imagine a football team. You can train in different spaces, arrange targets by phone, plan through collaborative tools, review online, whatever. And then play together on Sundays. Maybe you win some matches, maybe you maintain the category. I doubt you will ever win the championship. If you want to have to be the apple of your industry, you better train together.

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Craig Mathias
Craig Mathias Replied on Oct. 20, 2011

Well OK. I think we'll just have to disagree here. I've been running my business completely distributed for 20 years. Working from home (or wherever one happens to be) saves commuting time. We're not a football team; we deal in ideas and knowledge, so your analogy is just lost on me.

I learned a long time ago that learning to work in a completely location-independent manner is a key to success. And, as I've used that methodology successfully for many years, the concept of being effective only when everyone is in the same location makes zero sense to me.

And while only our clients can make this determination, yes, I think we're outstanding.

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James Hughes
Other, Sales Leadership Consulting
Posted on Oct. 20, 2011
  • Recommended by:

Craig, I agree with your statement. However, I thought the question is what would I do in developing a new team, and I meant to say TRUST, in both directions.

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Jeanne Male
CEO/President, Emp-Higher Performance Development, Inc.
Posted on Oct. 20, 2011
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Hi, Alicia: Superb question, list and discussion!

I liked the response from you, Mike and Guy.

Craig and Pau: Enjoyed your banter. DO teams need to work together in the same physical space? My 2 cents say this is the old consulting catch-phrase; "it depends."

All: I would add the need for clarity regarding the team's intended lifespan; e.g. long-term departmental team vs a project team, the leader must consider talent capacity for innovation and change. Even long-term teams do well to consider how the competitive landscape, business drivers and mid to long-term strategies call for competencies and behavioral styles tending toward tasks, people, stability, risk, etc.

You can hedge your bets by building a team with intentionally diverse competencies and behavioral styles but there is an important caveat to doing so:
- a multi-disiplinary and styles team is ideal provided that they operate from trust and mutual respect. This is a tall order. Many leaders hope for the best when indeed it requires a team building learning continuum with emphasis on Alicia's items 2,3,4,7 and 8.

As always, thanks for making me think!

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Val Jelinic
Innovative Technology Professional
Posted on Oct. 23, 2011
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Actually I find this question quite simple, the first step should ALWAYS be understanding and agreeing the goal or mission of the team.

Remember that the question is, what is the FIRST step in building an effective team. Without a goal or mission of the team all else is simply secondary speculation. No team can be effective without a clear understanding of the objectives and expectations of those that decided to trigger putting a team together in the first place.

Great question Alicia, right up my alley! Cheers, Val

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Richard Louis
Richard Louis Replied on Nov. 13, 2011

Spot On, Val.

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Val Jelinic
Val Jelinic Replied on Nov. 15, 2011

Many thanks for the vote of confidence Richard! Cheers

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Wing Antariksa
GM Organization & System, Telkomsel
Posted on Oct. 23, 2011
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Hi Alicia,

My first step in building an effective team would be picturing a success! What will success be like and feel like? What will it look like when we get there?
Nevertheless, I believe that every effective and successful team has its own uniqueness that stand them apart from the rest.

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Jeanne Male
CEO/President, Emp-Higher Performance Development, Inc.
Posted on Oct. 23, 2011
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I think Dave asks a great question and makes an important point.

Regarding the question of the types of teams one has managed as well as the positive/negative takeaways of each:

- I have formed and managed both long-term and short-term or project teams. The bulk of my experience is is building and managing long-term or departmental teams.

The positive and negative takeaways for both short-term/project and long-term/departmental type teams are worthy of a separate discussion entirely. In GENERAL (with many caveats worthy of deep discussion) the takeaways:

- Short-term or project teams; to focus on selecting existing competencies and strengths to meet the task at hand. Common challenges are engagement and accountability.

- Long-term or departmental teams; to build and develop an interdisciplinary team based upon competencies, behavioral styles, developmental needs and succession plans to meet the needs of the company, department/team and individual contributors. Common challenges are personalities and development.

With respect to book-learning versus real-world:
- Time and again, those with only book-learning as well as those with only business-reality perspectives fall short of optimizing the people, process and profit outcomes.

As a professional group our collective goal should be to serve as business case educators to create positive change by bridging the academic and business worlds.

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Cynthia Kalina-Kaminsky
President, Process & Strategy Solutions
Posted on Oct. 23, 2011
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Since a team is a group of people you need to work well together to accomplish an agreed upon goal, the first important piece to get established is your credibility and trust worthiness. These have to be established and kept throughout the project.

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Some important considerations prior to hireing....
What rolls, & tasks are you trying to fill?
What Compensation structure are you going to start with and potentially end with.
If you are hiring someone you intend to mentor, it is always easier to hire 2 or more at a time, that way they draft and drive each other. Especially in sales. This way your efforts are leveraged. You bring on a team to leverage time, not chew it up.

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James Bird Guess
Speaker & Trainer "The Michael Jordan of Motivation", JBG International Success Academy
Posted on Oct. 23, 2011
  • Recommended by:

Rule 1: Build relationships because with a team you have to win through other people. And the only way to get people to do anything is to give them what they want.

How? Meet one-on-one and ask each team member what are the two most important things to them. Then make a mental note of their answers and then the team leader/organizer must answer these questions for each team member:

1. What are we trying to achieve? (goals)
2. Why are we trying to achieve this? (purpose)
3. What's in it for me? (self-interest/motivation)
4. How can I contribute? (roles)

Keep Grinding for Greatness!

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Linda Galindo
President, Galindo Consulting, Inc.
Posted on Oct. 24, 2011
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You only have a REAL team if the team members hold each other accountable. The first step in building an effective team is ensuring that the team does not need a manager to handle under performers. Too often, I experience a request to come in to a group to do team building, but the group has a) no intention of becoming a real team and b) no desire to hold each other accountable (holding a team member accountable, in their minds, is the manager's job). If you need to be managed with co-workers having to chase you down for your work and you are full of excuses you may not be the right fit for a team environment.

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Should be in sequence

1. Goal
2. Communication skill
3. leader sincerety
4. treat this goal as your last target so should divert all to your juniors
5. hard working
6. your personal and time attention
7. ready good reward to your team member.

all above next job you will just give paper to your team and will go on holiday.

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AS first step "You should be capable to handle team as leader"

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Chris Reardon
Managing Director, Corporate Strategies Group
Posted on Oct. 24, 2011
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The first thing to do to build a team is to decide the members profiles. To build a team with only superstars of a particular type to match knowledge and skills only related to your goals is a failing prospect. there needs to be a broader knowledge of the outcomes and how they can/will affect the entire business/market and visa-verse. Also if you have all visionaries and no implementers it will never be properly documented or executed. Suffice it to say conciser the team and individuals profile first.

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Chris Reardon
Managing Director, Corporate Strategies Group
Posted on Oct. 24, 2011
  • Recommended by:

The first thing to do to build a team is to decide the members profiles. To build a team with only superstars of a particular type to match knowledge and skills only related to your goals is a failing prospect. there needs to be a broader knowledge of the outcomes and how they can/will affect the entire business/market and visa-verse. Also if you have all visionaries and no implementers it will never be properly documented or executed. Suffice it to say conciser the team and individuals profile first.

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Hi Alicia,

I think that the first thing is to know who the team's champion/sponser is, so that you will be able to follow the list that you have outlined. If the team has a champion/sponser that no one likes then the likelihood of success diminishes considerably. With the right champion you have influence that may allow you to pick your own team members and not get the cast-offs that the managers don't wish to deal with.

I am not saying that you could not be successful with cast-offs, but your job of going through the four stages of team building may be a little easier.

Best of luck finding the solution that works best for you.

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Mike hit it right on the nailhead. There's no reason to build a team unless you first know exactly what the team will be accomplishing/working on. The second step is to divide the goal into discreet sections, each of which can be assigned to a team member. Third: describe the skillsets necessary for each task.
Finally, look for the people who come closest to having these skillsets.
Finally/First: make absolutely certain that every team member knows and acknowledges the team leader as team leader.

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Liz Cosline
Head Coach, From the Front Management™
Posted on Nov. 13, 2011
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Believe they are the best.

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SWAGGERIFIC KEVIN
CEO, SWAGGERIFIC DESIGNS
Posted on Oct. 23, 2011
  • Recommended by:

mobilizing the members and uniting them.

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