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Leading Teams

Roles, Responsibilities, & Tactics

This two-day workshop provides team leaders with the knowledge and skills to lead a team through the stages of team development. It builds team leader confidence by providing a clear plan of what they need to do to build a high performance team. It increases team leader effectiveness by providing specific techniques on how to facilitate team actions in a way that maximizes team member ownership and commitment to the team.

The workshop achieves four major learning objectives:

  1. Team Tasks — Leaders learn the stages of team development and the specific milestones and tasks they must achieve to achieve to build a high performance team.
  2. Team Processes — Leaders learn how to efficiently and effectively facilitate group discussion, consensus seeking, team meetings, and collaborative processes for decision-making, problems solving, planning and conflict resolution.
  3. Team Dynamics — Leaders learn how to create positive team dynamics - personal, interpersonal and group.
  4. Leadership Style — Leaders assess the strengths and weaknesses of their leadership style and develop action plans that will increase their performance.

Team Milestones & Tasks

This workshop is unique in providing a roadmap for team development with clear milestones and defined tasks for each stage of team development. The following provides an overview of the milestones in each stage of team development.

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Orienting Stage — Milestones

The milestones in the Orienting Stage create a common orientation among team members about what they are getting into and what's in it for them. Every team is literally in a unique situation from a business and organizational standpoint. Working through the milestones and tasks in this step creates a common understanding about:

  1. The importance of the team to the organization
  2. The urgency with which the team must take action
  3. The probability of the team achieving success

This understanding provides critical information the team needs to determine the amount of time and effort they will put into the next stage of organizing the team.

Organizing Stage — Milestones

The milestones in the Organizing Stage set the team up for success. A team mission defines the scope and focus of the team's efforts. Team goals identify the specific actions that must be achieved to achieve the team mission. Team strategies define how the team will achieve its goals and establishes clears roles, responsibilities and accountabilities within each strategy. Team structure organizes the team to achieve its mission, goals and strategies.

The team's performance on the tasks in this stage determines how efficient and effective the team will be when it begins to take action. Teams that fail to achieve consensus on these milestones up front will fight about them later on!

Action Stage — Milestones

The milestones in the Action Phase allow the team to stay on track and adjust to learning and changing circumstances. There is a great deal of parallel action taking place outside the team during this stage. Therefore it is critical that the team establish a meeting structure and team norms. Efficient and effective team meetings keep everyone on the same page and allow the team to adjust to learning and changing circumstances. Strong team norms set the boundaries for individual behaviors while working on team tasks.

Results Stage — Milestones

The milestones in the Results Stage maximize the organizations return on its investment in building a high performance team. No results are achieved until team actions are fully implemented. The team can maximize the organizations return on its investment by documenting its processes, capturing and sharing its learning and recognizing individual and organizational contributions.

Team Tasks & Processes

The workshop identifies specific tasks that must be accomplished to reach each milestone. It also provides suggested processes for achieving each task. The recommended processes create balanced participation, maximize ownership and commitment, and create positive team dynamics.

Leadership Style

Participants assess their leadership style using the MBTI-FIRO-B Leadership Report. The report is intended to help participants explore and expand their understanding of the leadership style they use and how others might perceive and react to it. The information in the report is based on the results of two instruments - The MBTI Personality Type Indicator and the Fundamental Interpersonal Relationships Orientation — Behaviors (FIRO-B).

Both instruments tap into key aspects of personality and behavior in areas such as communication, problem solving, decision-making, and interpersonal relations. The instruments are also distinct, each providing a view of the leaders personality through a different window.

Workshop Specifications
Leading Teams

Target Audience

Current and future team leaders


This workshop is designed to teach a step-by-step process for building a high performance team. Participants learn both the tasks to be accomplished and the most efficient and effective process for accomplishing the task.

Participants analyze how their personality and relationship style to understand their unique leadership style. They assess strengths and weaknesses in their leadership style and develop action plans for improvement.


Two Days

Class Size

12 Participants


MBTI-FIRO-B Leadership Report


Participant Binder, Self-Assessment Instrument, and Leadership Report


Content, design and delivery are customizable for different populations.



Session Agenda

I. Team Roles and Responsibilities

  1. What are the organizational dynamics that create the need for teams?
  2. What are the organizational dynamics that create roadblocks to team performance and success?
  3. What are the organizational roles and responsibilities of teams?
  4. Power & Empowerment — The Rules of Engagement

II. Stages of Team Development

  1. Team Tasks — What do high performances teams do
  2. Team Processes — How do high performance teams accomplish their tasks
    1. Group Discussion, Consensus, & Collaboration
  3. Team Dynamics — The interaction of task and process
    1. 10 Key Success Factors
  4. Team Leadership
    1. Leadership Style
  5. Teambuilding
    1. Diagnosing team strengths and weaknesses
    2. Developing teambuilding interventions
    3. Evaluation & Rework of session results

III. Orienting a Team

  1. Tasks
    1. Business Analysis — Power, Influence and Support
    2. Organizational Analysis — Power, Influence, Support and Organizational Roadblocks
    3. Situational Analysis
      1. Importance of the team to the business
      2. Urgency with which team must act
      3. Probability of team achieving success
  2. Process — Facilitating Group Discussion

IV. Organizing a Team

  1. Tasks
    1. Reach Consensus on team Mission
    2. Establish clear Goals
    3. Establish Strategies to define specific roles and responsibilities
    4. Structure the team for success
  2. Process — Facilitating Consensus

V. Team Action

  1. Tasks
    1. Establish efficient and effective Team Meetings
    2. Establish Team Norms to se the boundaries of acceptable behavior
  2. Processes — Facilitating Team Meetings & Feedback

VI. Maximizing Results

  1. Tasks
    1. Fully implementing results
    2. Documentation process to maximize credibility
    3. Capturing and Sharing Learning
    4. Recognizing Contributions and Celebrating Successes