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A photo of my Filofax Original Nude in p
Step 1 - What we need to do

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Identify the works that needs to happen​

  • Guiding the team to outline what needs to happen to accomplish the intended goals

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  • Using prioritization and time management tools, align on the projects that need to happen now, next, and later​

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  • Helping the team to determine how they can divide and conquer to accomplish the work ​​​​​​​​

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  • Identify any skill gaps within the team to accomplish these goals (can lead to hiring recs or development opportunities)

Project Meeting
Step 2 - What are we currently doing

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Identify all the current work the team is doing​

  • Guiding the team to collectively share their current projects

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  • Identifying which projects support and do not support the overall vision and goals of the team​

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  • Clarifying how certain work that doesn’t support the bottom line can be transitioned to other teams or sunsetted within the organization​​​

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All Hands In
Step 3 - How do we want work together

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Identify how the team/function wants to work together and interact

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  • Complete a communication tool assessment (learn about yourself and how you prefer to interact with others)

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  • Participate in an interact workshop on communication and interaction with the team (I typically use a tool called DISC)​

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  • Additional workshop options in Trust, Ownership, Psychological Safety, and Change Management​ (Optional)

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  • Decide on internal team operating norms and behaviors

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  • Create internal team process to be effective (e.g. SOPs, ticketing systems, etc.)

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