Develop
Description
| This section assists the Team Leader in developing and completing a Team Charter. The Team Charter contains: 1) The context statement and purpose which communicate the problem or situation that is causing impact and explains the necessity for developing a team. 2) A Company Opportunity and Benefits statement that communicates the opportunity for the team or organization. 3) Team Goals. 4) Team Scope. 5) Team Project Assumptions and⁄or Constraints.The Team Leader will decide: How and by whom valid and implementable decisions will be made in the meeting. Who the Process and Resource Owner(s) critical to the project are. A plan containing a deliverable schedule. Team Roles and Responsibilities for the chartered team and Create a Team Meeting Schedule. Process Flow Diagram
Procedures |
Purpose
The goal!
Define the Organizational Context and Purpose in order to identify the reason to develop a Team.
Note: Besides building and improving existing teams, there may be reason to create new, typically cross-functional teams. Either way, full commitment is required.
Why do it?
The organizational context provides the rationale for the time, energy, and resource commitment needed to fully develop a Team.
What to do:
Create a Context and Purpose statement that communicates the situation that is impacting you, your team, or your organization. Items that need to be Included are:
The urgency
Importance
Relevance to other work that supports the NEED for developing a team in this statement
Decision:
Has the team been developed?
When there is a viable reason to create a new team, make the investment to fully develop it.
For an existing team, commit to systematically and cost-effectively build and improve the team.
Responsibility
Team Leader
Procedure
Follow these steps for defining the Organizational Context of the Team Charter:
Step
Action
1
Press ALT + TAB to your Team Charter document.
Result: You move between your browser and the Team Charter.
2
Scroll to the Organizational Context & Project Background frame.
3
Type in the organizational context and project background statements.
Example
Tools
FrameTEC-MS Word
Purpose
The goal!
To define Company Opportunities that encompass the Ideal Future with critical values.
To define the Company Benefits to cover strategic focus and ongoing targeted results.
Why do it?
A shared Company Opportunity and Benefits:
Pulls team members in the same direction
Inspires and motivates the team
Articulates what is important and meaningful to the organization and team
What to do:
Create a Company Opportunity and Benefits statement that communicates the opportunity and / or benefit for your team or your organization.
Decision:
What are the Company Opportunities, Benefits, and Current State Costs?
Take into account not only organizational directives, culture, and changes, but individual differences.
Responsibility
Team Leader
Procedure
Follow these steps for defining the Opportunity, Benefit, and Current State Costs of the Company:
Step
Action
1
Press ALT + TAB to your Team Charter document.
Result: You move between your browser and the Team Charter.
2
Scroll to the Company Benefits section, type the Company Benefit statement(s) in terms of the Focus and Overall Targeted Results of the established Organizational Context.
3
Do the same for the Company Opportunities, building on the Benefit example or originate an Ideal Future with Critical Values / Success Factors for the Team.
4
Complete the Current State Costs matrix.
Example
Tools
FrameTEC-MS Word
Purpose
The goal!
To determine what needs to be achieved by this team over time and any possibilities that could get in the way.
Why do it?
Team Goals, Scope, & Assumptions ⁄ Constraints provide a summary of the direction for the ongoing focus of the teams’ attention to ensure overall results are achieved.
What to do:
Establish Team Goals.
Develop Team Scope.
Identify Team Project Assumptions and ⁄ or Constraints.
Decision:
What are the Team Goals, Scope, & Assumptions ⁄ Constraints?
Responsibility
Team Leader
Procedure
Follow these steps for defining the Team Scope and Goals, as well as the Project Assumptions / Constraints:
Step
Action
1
Press ALT + TAB to your Team Charter document.
Result: You move between your browser and the Team Charter.
2
Based on the Company Opportunities and Benefits, use the Team Goals frame to originate goal statements of what needs to be accomplished over time to be successful.
Important: Remember to consider Initial Success Criteria by which team work will be judged.
3
In the Team Scope frame, capture the Scope of the project.
Important: Be sure to type the beginning and ending points for the project.
4
Note likely Assumptions / Constraints / Obstacles that will need to be overcome.
Important: If there is a series of statements, sequence them so they build on each other.
Example
Tools
FrameTEC-MS Word
Purpose
The goal!
To specify “who” makes the decision and “how” the Leader ⁄ Team pattern of interaction works. This overall approach frames how the team will function.
Why do it?
Determining the Decision-Making process eliminates confusion about why and how people will be involved in a decision.
What to do:
With the Context statement and purpose in mind, decide how and by whom valid and implementable decisions will be made in the meeting.
Critical success factors to take into account include:
Who has the information, expertise, perspectives.
How much buy-in is required.
Whether there is a sense of urgency.
Decision:
Given the Team Goals and Results, how and by whom will valid and implementable decisions typically be made?
When taking this overall view, consider the Critical success factors in terms of only the most significant decisions, realizing that specific decisions may shift either who or how.
Responsibility
Team Leader
Procedure
Follow these steps for determining the Team Decision Making process:
Step
Action
1
Press ALT + TAB to your Team Charter document.
Result: You move between your browser and the Team Charter.
2
Scroll to the Team Decision Making frame, and select one of the three Decision-Making options.
3
Delete the other two options.
Example
Tools
FrameTEC-MS Word
Purpose
The goal!
To identify stakeholders and their potential roles, ensuring appropriate and timely involvement of people critical to Goals.
Why do it?
Stakeholder identification facilitates the most cost-effective balance of team members.
What to do:
Identify Sponsors and Stakeholders critical to the project.
If the stakeholders are obvious, go directly to the Team Charter Frame and document their names.
Decision:
Which stakeholders should be involved with this project and what are their potential roles?
Responsibility
Team Leader
Procedure
Follow these steps for identifying the Team Stakeholders:
Step
Action
1
Press ALT + TAB to your Team Charter document.
Result: You move between your browser and the Team Charter.
2
Scroll to the Team Sponsors & Project Team section.
3
Type the Team Sponsors and the Team Members names and the potential role(s) they could play based on the Team Goals and Results. (Those people who could be most productively involved on this team.)
Example
Tools
FrameTEC-MS Word
Purpose
The goal!
To specify participant’s Roles and Responsibilities to verify Stakeholders to involve the team and their ongoing value-added role contributions.
Why do it?
Specifying Roles and Responsibilities ensures cost-effective inclusion of productive members on the team.
What to do?
Establish Team Roles and Responsibilities for the chartered team.
Decision:
Who are the Team Members that will fulfill specific team roles as described in the Team Charter document?
Responsibility
Team Leader
Procedure
Follow these steps for selecting and specifying Team Roles and Responsibilities:
Step
Action
1
Press ALT + TAB to your Team Charter document.
Result: You move between your browser and the Team Charter.
2
Scroll to the Team Roles and Responsibilities frame.
3
Based on Team Goals, Stakeholders, and Team Members lists, type the names of those who should be considered for each team role.
Important: Choose the members based not only on individual contributions, but their potential team involvement. Therefore, consider individual capabilities, as well as their information, expertise, and perspectives for team sessions.
Help: For more detailed information about each specific Team Role, review the Roles & Responsibilities Presentation in the Tools section below.
Example
Tools
Roles & Responsibilities Presentation
FrameTEC-MS Word
Purpose
The goal!
To define the Team Work Plan describing how to maintain the team’s focus on what needs to be achieved at any point in time as work progresses.
Why do it?
Developing the Team Work Plan enables the team to systematically monitor progress against measurable results or deliverables and handle obstacles.
What to do:
Determine what deliverables need to be achieved in what sequence, and at what points in time.
Create a plan for achieving them.
Document the action owners who are responsible for ensuring completion of the specific deliverables.
Decision:
What are the types, sequence, and timing of measurable deliverables required to achieve the Team Goal over time?
Responsibility
Team Leader
Procedure
Follow these steps for developing the Team Work Plan:
Step
Action
1
Press ALT + TAB to your Team Charter document.
Result: You move between your browser and the Team Charter.
2
Scroll to the Team Work Plan section.
3
In order to attain the Team Goal, type the actions that need to be achieved, in what sequence, by whom, and at what points in time.
Example
Tools
FrameTEC-MS Word
Purpose
The goal!
To develop a Team Meeting Schedule that provides a plan for ongoing work, as well as a disciplined yet flexible approach for the team to stay on track.
Why do it?
Defining the Team Meeting Schedule assists the Leader in facilitating the team process and interaction to ensure progress to achieve the Team Results.
What to do:
Create a Team Meeting Schedule.
Decision:
When are the team’s scheduled meetings?
Responsibility
Team Leader
Procedure
Follow these steps for defining the Team Meeting Schedule:
Step
Action
1
Press ALT + TAB to your Team Charter document.
Result: You move between your browser and the Team Charter.
2
Scroll to the Team Meeting Schedule frame.
3
Based on the Team Goals and identified deliverables, type the:
Desired Result Topics for each meeting
Meeting dates
Location of each meeting
Example
Tools
FrameTEC-MS Word
Purpose
The goal!
To provide a Team Communication plan, ensuring that the team, stakeholders, and ultimately customers know what to expect and when they can expect it.
Why do it?
Communication that is sporadic or unclear often leads to frustration and wasting people’s valuable time and energy.
Effectively communicating plans is critical to success.
What to do?
Create a communication plan for the team.
Decision:
How will the team communicate information to each other and the customer?
Responsibility
Team Leader
Procedure
Follow these steps for developing the Team Communication Plan:
Step
Action
1
Press ALT + TAB to your Team Charter document.
Result: You move between your browser and the Team Charter.
2
Scroll to the Team Communication frame.
3
Based on the Team Work Plan, type a full range of ongoing mechanisms for communication with team members, other stakeholders, and customers.
Example
Tools
FrameTEC-MS Word
Roles and Responsibilities
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