Example of a Team Moving Through the Five Stages
Background and Team Members
A team has been pulled together from various parts of a large service organisation to work on a new process improvement project that is needed to improve how the company manages and supports its client base. The team lead on this project is Sandra from the Chicago office who has 15 years experience as a project manager/team lead managing process improvement projects.
The other members of the team include:
• Peter: 10 years experience on various types of projects, expertise in scheduling and budget control (office location: San Diego)
• Sarah: 5 years experience as an individual contributor on projects, strong programming background, some experience developing databases (office location: Chicago)
• Mohammed: 8 years experience working on various projects, expertise in earned value management, stakeholder analysis and problem solving (office location: New York)
• Donna: 2 years experience as an individual contributor on projects (office location: New York)
• Ameya: 7 years experience on process improvement projects, background in developing databases, expertise in earned value management (office location: San Diego)
Sandra has worked on projects with Sarah and Mohammed, but has never worked with the others. Donna has worked with Mohammed. No one else has worked with other members of this team. Sandra has been given a very tight deadline to get this project completed.
Sandra has decided that it would be best if the team met face-to-face initially, even though they will be working virtually for the project. She has arranged a meeting at the New York office (company headquarters) for the entire team. They will spend 2 days getting introduced to each other and learning about the project.
The Initial Meeting (Stage 1: Forming)
The day of the face-to-face meeting in New York has arrived. All team members are present. The agenda includes:
• Personal introductions
• Team building exercises
• Information about the process improvement project
• Discussion around team roles and responsibilities
• Discussion around team norms for working together
• Introduction on how to use the SharePoint site that will be used for this project to share ideas, brainstorm, store project documentation, etc
The team members are very excited to meet each other. Each of them has heard of one another, although they have not worked together as a team before. They believe they each bring value to this project. The team building exercises have gone well; everyone participated and seemed to enjoy the exercises. While there was some discussion around roles and responsibilities - with team members vying for "key" positions on the team - overall there was agreement on what needed to get done and who was responsible for particular components of the project.