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Team building & DevelopmentCPA Leadership Forum
Chad CookCook Consulting
Katherine BurikThe Interview Doctor, Inc.
FormingStorming
NormingPerforming
Adjourning
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POLL Currently, we use teams in our firm
for: 1. Special projects only2. All our clients are
handled in unique teams with specific people performing specific roles
3. Our employees work with individual deadlines and projects, independent of other co-workers
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POLL Our experience with teams has been:
1. Teams formed years ago still function well.
2. We tried it once but it didn’t work out
3. I have heard the term but I am not sure what it really means. I am curious.
4. We form teams when we need them and dissolve them when they complete their mission.
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TEAM© Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137
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Fad in 1990s
Still viable option for getting work done
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TEAM
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Partner Manager StaffHR
Different motivations looking for
Best practices
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NOUN:
GROUP OF
PLAYERS
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VERB: COMING
TOGETHER TO ACHIEVE A
COMMON GOAL
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Not random
Not spontaneous
Not guaranteed
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TomCindyPatLamar
Random people© Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137
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Pool Resources
Project 1
Project 2TomCindyPatLamar
Random people© Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137
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Pool Resources Results!
Project 1
Project 2
TomCindyPatLamarHappy Clients
Random people
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Planning, support, resources
Pool Resources Results!
Project 1
Project 2
TomCindyPatLamarHappy Clients
Random people
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Lots of
different
kinds of
groups
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Lots of work behind the scenes to make the magic happen
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But a good leader does
not do all the work
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Leader sets the stage!
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The big question:
What makes a good team tick?
How can I turn my group into a team?
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“Hoosiers” A real experience
“Hoosiers”
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ABC CompanyBig problems
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No production supervisors
New management team
A RUDDERLESS
SHIP
What to do?
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POLLWhat would you do? 1. Hire more production
supervisors2. Move production
offshore3. Find different way of
structuring business4. None of these options
sound particularly good
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All options are risky
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“I don’t tell you what to do on the weekends? Why do I have to tell you every step at work?”
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Isn’t there some of
this you can know and
be responsible for?
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Created short term team
Identify the work to be done
Understand the process
What is necessary and not
Problems and bottlenecks
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Not a final fix
Don’t solve the problemJust identify major
barriers
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Note to self:Teams can be: Temporary to solve a
particular issue or A more permanent
way to address work needs
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Why teams are different from regular work groups?
The or ig ina l defi ni t ion of
“outs ide the box” th ink ing
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Balanced collaboration
Flexible
Versatile
Open to change
Reduce silos
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Team is…
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Note to self:Work groups
complete tasks as directed
Teams are self directed to complete a
mission
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Teams can do things regular
individuals cannot!
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Have to be ready for
team experience
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Note to self:
Teams are built…
not born
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POLLWhy doesn’t a team
spring from nowhere?
1. Have to know what to do2. Have to have support
from leadership3. Has to be a goal4. All of the above
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“Hoosiers” A real experience
“Hoosiers”
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1. Does everyone agree to the business need?
Need support
throughout
organization
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Note to self:
Team must have a high level sponsor to
remove barriers and run
interference
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2. Is company willing to provide resources?
Support systems
are essential
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Resources? Training Leadership Rewards and
measurements Communication Goal setting Team integration
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Note to self:Teams require a lot of
training: communication
leadership
problem solving
overall business skills
Have to know how to think
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3. Are employees ready to be empowered?
Teams require more
authority
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Team members must value autonomy,
participation, and responsibility
Can’t wait for instructions
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4. Multiple key persons?
Must have a champion
Champions must have successors
One person is not a team
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5. Transformation in isolation?
Isolation doesn’t
promote success
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6. Will everyone be involved?
Takes extra effortEveryone needs to
believe they benefit
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Note to self:Teams can be: Formal or
Informal
Cross-functional
Best and brightest
Designed to end
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Note to self:
Teams display similar dynamics
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ORMING
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Move to the right…
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Team growth
Teams start as groups, unaffiliated and dependent on leader
then
become independent of leader to get results
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No guarantee that every
team moves through all
stages
√
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Leader needs to let go!
No guarantee that every
team moves through all
stages
√
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Team and leader change
Team moves to “perform”
As leader releases control
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Team and leader change
Team moves to “perform”
As leader releases control
© Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137
If not, team
will not perform
well
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POLL
The team will not perform well if the
leader won’t let go
1. True2. False
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Note to self:
Getting to “team” is a transition
Necessary for leader to back off so team can function independent of leader
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Move to the right…
Forming
Depend on leader
Storming
Norming
Performing
Adjourning
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Forming
Feelings
OptimismPrideSuspicionAnxiety
Behavior
Try to defineAbstract discussionsImpatience with abstract
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Voluntary
Work with people you like
Real definition of
“willing workers”
Form
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AccountableSpecific business outcomes
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Form
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WE are accountable to team
for results
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Every team needs a charter
Form
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Define your missionTeam Name
Sponsored By
Mission
Goals 1. 2. 3. 4. 5. 6.
Climate
Membership
20 to 25 words identifying the primary customer/client, the primary service/product, and the link to Company’s
business.
3 to 6 statements reflect where you will invest the teams’ resources of time, money, information, and people in
achieving its’ mission. Brainstorm all the actions you feel must be done to achieve the mission, and then group
them in categories. Give the categories outcome names and place
them by the goal numbers.
Sponsor supports team, but is not a
member of the team. Must have enough control of
resources and power to break
down organizational
barriers. Coaches team, measures
and evaluates team performance.
How will you work together to accomplish the mission and goals defined above. What is
environment? Team name gives team
identity
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Form
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Note to self:
Agreeing to a mission with specific outcomes at the beginning keeps everyone on the same page
Do it while “Forming”
Form
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Raise your hands!
Raise your hands if: You have a
written mission or charter for each of YOUR
teams
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Form
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Leader is active and directLeader owns the vision
Not command and control but quite direct
Accepts little variation
The team is not ready to have much input yet
Form
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Move to the right…
Forming
Depend on leader
Storming
Jockeying for positionLeader coaches
Norming
Performing
Adjourning
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Storming
Feelings ResistanceAttitudes fluctuate
Behavior
ArguingDefensiveCompetitionQuestion each other
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Storm
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Not always fun
Arguing
Jockeying for
position
Clarifying
boundaries
Requires: Training, coaching,
problem solving Good to have
coach push problem solving back on group
Storm
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Watch for:
Relationship problems• Confusion• Resentment• Competitive feelings
Role problems: • Hidden agendas• Unwilling to accept
defined role
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Storm
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Can lead to…
• Disagreements over procedures
• Climate of fear• Lack of clarity and
uncertainty
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Undermines team effort
Storm
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Team members argueKey people back out
Support wans at champion level
This is a dangerous
time!
Storm
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Team members argueKey people back out
Support wans at champion level
Just like in the movies!
Storm
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Leader adjusts style
Leader coaches
Not command and control
Hang in there with the vision
BE COMMITTED
This is not the flavor of the
day
Storm
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Move to the right…
Forming
Depend on leader
Storming
Jockeying for positionLeader coaches
Norming
Working togetherLeader facilitates
Performing
Adjourning
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Norming
Feelings
Constructive AcceptanceRelief
Behavior
Look for harmonyFriendly & personalCohesion and spiritMaintain team norms
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Norm
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We like each other
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Norm
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Team has to grow
Understand each other
Internalize the mission
Norm
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Improve team interaction
Use STYLE tools DiSC
Tracom
MBTI
Wilson
Insights…
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Norm
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Team development exercises
Active learning to
FEEL the change you want to happen
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Norm
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Note to self:Lots of training required at beginning
Additional training and analysis at NORMING level is really meaningful
Members finally understand WHY
Norm
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Four Questions
• What engaged you?
• What concerns
you?
• What questions?
• What changes?
1 2
34
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Help clarify the issues
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Norm
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SWOT – understand the mission
Internal to Organization
Strengths Weaknesses
Opportunities Threats
External to Organization
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Norm
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Note to self:Team needs to own the planning:
Who
What
When
Where
Why
Norm
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Leader adjusts style
Answers questions and provides feedback
Removes barriers
Supplies needed tools and training
Runs interference as needed
Norm
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Move to the right…
Forming
Depend on leader
Storming
Jockeying for positionLeader coaches
Norming
Working togetherLeader facilitates
Performing
Optimizing individual for the team’s bestLeader gets out of the way
Adjourning
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Performing
Feelings
InsightUnderstand each other wellSatisfaction High trust
Behavior
Constructive self-changeWork through problemsClose attachment to each other
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Perform
90
Work together
Start to achieve goals
It feels pretty good
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Perform
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Team starts winning
Wins BIG
Great passing and shooting
Team sees next move, begins
planning
Perform
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Production exceeds every measure
Big WIN
Just like in the movies!
Perform
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Leader adjusts style
Really proud!!
Considers other ways to grow the business
Perform
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CELEBRATE!!
Perform
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Ok, so how does YOUR team rate?
Do you have a group or a team?
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How do you measure progress? Scorecards? Charts? Graphs? Performance
reviews?
Measure everything
Measure?What should I measure?
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Raise your handsRaise your hands
if:
You regularly track
team progress with
scorecards, charts,
graphs, and or
performance
reviews?
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How do you communicate progress?
Does everyone understand the goals, measures, and progress?
Does everyone have a piece of the pie?
Communicate everything Everyone has a role
Communicate?Not with this confidential company information!
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Raise your hands!
Raise your hands if:All team members
know exactly where the team is regarding
progress towards goals
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Note to self:
Successful teams share all information and status results
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Ok, so get moving!Make a chart for each performance target Success indicators Tracking methods Reporting procedures
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Update regularly!Share with everyone
102
How healthy is your team environment?
Take the quiz,
health audit, & team member preferences
What can be done to improve team environment?
We are on our way
What can we do to improve your team environment?
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Tips for Team Development
OnboardingResolve conflict
promptlyExercise to grow
Continuous improvement
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Note to self:
A positive team environment encourages participation, sharing, ideas, and extra effort
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Let’s take it up a notch!
High Performanc
e Teams
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Committed to Synergy
Use common tools, processes, and behaviors interdependently
© Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137
Can be life
changing
107
POLLHave you ever
worked on a high performance team for a life-changing
experience?
1. Yes2. No
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Final Words of Wisdom
Teams don’t just happen You have to work at it!
But it is SO worth it!
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Show hands
Was this session useful
to you?
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Questions?
Katherine Burik, Partner, The Interview Doctor, Inc.®www.InterviewDoc.com [email protected]
Chad Cook, Chief Catalyst, Cook Consulting Group, LLCwww.cookconsulting.biz (330) [email protected]
© Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137
Forming
Storming
Norming
Performing
Adjourning
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© Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137
Team building & DevelopmentCPA Leadership Forum
Forming
Storming
Norming
Performing
Adjourning
Chad Cook, Chief Catalyst, Cook Consulting Group, LLCwww.cookconsulting.biz (330) [email protected]
Katherine Burik, Partner, The Interview Doctor, Inc.®www.InterviewDoc.com [email protected]
CONNECT WITH US ON LINKEDIN
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