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TIER ONE

Communication & Behavioral Dynamics

Create your team identity and develop trust. 

During each step of the process, I specifically outline what I will lead and work with your on.
 

TIER ONE

TIER TWO

TIER THREE

Image by Anthony Tori
Step 1 - What we stand for
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Identify the roles and responsibilities of your team

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  • Work directly with team/functional leaders to create clear messaging around the functions of their team

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  • Take the team through multiple exercises to expand on this messaging and create a clear vision and overall responsibility of the team to operate in

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  • Guide the team to determine the goals of the next 1 - 3 years needed to accomplish that vision

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  • Help the team to determine the roles and responsibilities needed to achieve the vision and goals

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A photo of my Filofax Original Nude in p
Step 2 - What we need to do

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Identify the work 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 3 - 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 4 - 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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  • Provide an interactive 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.)

Image by Zhuo Cheng you
Step 5 - What do we want other people to know

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Identify what information to share with stakeholders about your function

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  • Work directly with the functional leader to create a team operating model (i.e. what we do, what we don’t do, what partnership looks like, etc.)

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  • Collaboratively review the operations model with the team and gather feedback

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  • Create an annual road map

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  • Scope teams anticipated bandwidth throughout the year based on anticipated projects

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