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Team Action Plan Development
A 1-1/2 to 2-day workshop to establish a team action plan, organization and team goals and a profile of the individual work styles of the team members, including team strengths and potential issues. The goal is to focus the team on clearly defined, measurable results in a session that is both productive and informative.

Process

Step 1 - Gathering data

We meet with the team leader to determine her/his goals for the process. We then create appropriate interview questions. Each team member is interviewed in person or via telephone to determine her/his view of the organization (goals, culture, etc.) and how the team is functioning.

Each participant completes a work-style measure.

Step 2 - Reporting the findings

We develop a thorough report based on data gathered in Step 1. The report includes individual and team work-style profiles, the interview findings and team strengths and potential issues.

Prior to Step 3, we review the report with the team leader to determine which issues and findings should be highlighted in the workshop.

Step 3 - Team workshop (1½ - 2 days)

The workshop includes:

• An introduction to the behavioral characteristics of people and jobs.

• A comprehensive review of individual work styles and team profile.

• A discussion of report findings and team objectives focusing on key goals and next steps.

• A facilitated discussion to develop team goals and action items. This ensures team members are focused on the primary activities of the unit. The time required for this process will vary.

• The development of an action plan. This is designed to  address possible solutions to identified issues and assure follow-up.

Step 4 - Follow up (optional)

We meet with the team leader to determine a schedule for team and individual meetings to follow-up on action plan commitments and to modify the plan as necessary.

Timing

Steps 1-3 can usually be scheduled within a thirty-day period