What is Design Thinking?

Note stick on a board

What is Design Thinking?

Sections of This Topic Include

Introduction to Design Thinking
About Design Thinking
Basic Overviews of Design Thinking
A Little More In-Depth
Some Applications

Also consider
Related Library Topics

Learn More in the Library’s Blogs Related to Innovation in the Workplace

In addition to the articles on this current page, see the following blogs which
have posts related to Innovation in the Workplace. Scan down the blog’s page
to see various posts. Also see the section “Recent Blog Posts” in
the sidebar of the blog or click on “next” near the bottom of a post
in the blog.

Library’s Consulting
& Organizational Development Blog

Library’s Leadership Blog
Library’s Social
Enterprise Blog

Library’s Strategic
Planning Blog

Library’s Supervision
Blog


Introduction to Design Thinking

Copyright, Chuck Appleby,
Certified Design Thinking Facilitator

I have been practicing design thinking for many years — helping organizations,
developing new products, servicing customer experiences and strategizing for
organizations …and for new cultures. I was attracted to it for many reasons.
First and foremost, it is made up of many disciplines: industrial design, graphic
design, anthropology, marketing, social psychology and behavioral economics.

As such it is an inclusive discipline — no one group of experts “owns
it.” It embraces a myriad of approaches and avoids the claim that there
is one right way to do it. It thrives in an environment of both structure and
freedom to discover. It recognizes two opposable minds: the logical and the
creative. It values both fact and emotion. It is a key contributor to the rapid
growth of entrepreneurial culture both within and outside of organizations.
It has great promises in keeping those who embrace it at the vanguard of sustainable
innovation.

Its tools are far less important than the mindsets and behaviors that it values:
the bias for action and experimentation, the acceptance of failure as an inevitable
part of learning and innovation, the value of diversity and fresh eyes, and
the importance of first clarifying the design challenge before marching off
to develop solutions.

At its heart is empathy — experiencing and understanding the world from another’s
point of view. Design thinking teaches its users the importance of powerful
questions, deep listening and reflection. Empathy allows design thinking practitioners
to gain a much deeper insight into customer needs — both emotional needs as
well as technical needs.

To be clear, design thinking is not the end-all and be-all to sustainable innovation.
Entrepreneurs and innovators must still use other disciplines. On the front
end, disciplines like action learning are used to frame the right challenge.
At the back end, disciplines such as social psychology provide methods and tools
to help gain buy-in for new ideas.

About Design Thinking

Design thinking is an innovative way to solve problems, for example, identifying
relevant and realistic strategies, or developing a new product or service. It
is unique in that it is a hands-on approach that deeply involves the people
(the users) who are affected by the problem. It includes five highly integrated
phases:

  1. Empathize – with the users
  2. Define – user’s needs and desires around the problem or design
  3. Ideate – examine users’ assumptions to creative solutions
  4. Prototype – to develop solutions
  5. Test – the solutions to verify their usefulness

The phases are not necessarily sequential, and usually are iterative. Over
time, they can produce a critical and creative way of thinking as they progress
through the phases and use Design Thinking in other applications.

The process is carried out with a Design Team comprised of people who are highly
interested in the problem. Ideally, the Team includes people from a variety
of different perspectives on the problem. A trained Design Thinking facilitator
should train the members on the process, and also guide members to clarify how
best to work with each other.

Practitioners use a variety of tools, depending on the phase of addressing
the problem and also o the on the nature and needs of the users. Together, they
form a Design Team.

Users are closely observed in how they talk about addressing the problem, for
example, how they use the prototypes and what they encounter. The process includes
what has been described as a holistic approach to learning from the users. For
example, it goes beyond noticing their behaviors, and includes noticing their
apparent feelings, such as what seemed to excite them, frustrate them, and cause
them to interact less or more.

Iterative experiences with the problem help participants to clarify its causes
from its symptoms, boundaries,

A hallmark of Design Thinking is that it often reveals how we are stuck in
our thinking about the situation and it challenges us to see situations outside
the box – in a different way.

Basic Overviews of Design Thinking

Design
Thinking Meets ADDIE
What
is Design Thinking and Why Is It So Popular?
What
Is Design Thinking and Design Thinking Process?
What
is Design Thinking? (And What Are The 5 Stages Associated With it?)
How
Design Thinking Became a Buzzword (used in schools)
Design
Thinking (references 16-minute TED talk)
Design
Thinking Process 101
Design thinking
(Wikipedia)
Design Thinking —
Design thinking is a process for creative problem solving
Creativity
at Work: Design Thinking as a Strategy for Innovation
Design Thinking
Comes of Age
Ideo’s
David Kelley on “Design Thinking” (includes history of the process)

Design Thinking is Bull$it

A Little More In-Depth

Introduction
to Design Thinking
An
Introduction to Design Thinking — Process Guide
A
Virtual Crash Course on Design Thinking
5
Stages in the Design Thinking Process
Design
Thinking: Select the Right Team Members and Start Facilitating
Why
Design Thinking is failing and what we should be doing differently

Some Applications

40
Design Thinking Success Stories
10
Examples of Design Thinking

Case Studies (in
Design Thinking)
Business
Innovation Brief (links to numerous related articles)


For the Category of Innovation:

To round out your knowledge of this Library topic, you may
want to review some related topics, available from the link below.
Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been
selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Talent Management

PM-Conducting-observations-and-measurements-to-track-performance

Talent Management

Sections of This Topic Include

Also consider
Related Library Topics

Learn More in the Library’s Blogs Related to Human Resources and Talent Management

In addition to the articles on this current page, also see the following blogs that have posts related to Human Resources and Talent Management. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.


What is Talent Management?

The phrase “talent management” is fairly new and usually refers to the activities to attract, develop and retain employees. Some people and organizations use the phrase to refer especially to talented and/or high-potential employees.

The phrase often is used interchangeably with the field of Human Resource Management — although as the field of talent management continues to mature, it’s very likely there will be an increasing number of people who will strongly disagree about the interchange of these fields. At least for now, this Free Management Library considers the topic of Talent Management to be similar to Human Resources
Management. Thus, the various aspects and subtopics of Talent Management are those listed in the topic of Human Resources and Talent Management. The links immediately below provide more overviews of talent management.

Do We Need Innovation in Talent Management?

© Copyright Sheri Mazurek

A recent survey conducted by SHRM indicated that human capital is one of the biggest challenges in the next ten years for business. Recruiting and retaining top talent should already be a number one priority of your talent management strategy; however, the challenge will be in adjusting the strategy to accommodate changes in the workforce.

The real challenge for the HR professionals and business will be in developing innovative strategy to meet the new normal of the business world. Unfortunately, in HR innovation seems to be a missing skill. And questioning long held beliefs in talent management seems to be an even less common skill or practice found in today’s HR departments.

As a profession, we tend to get wrapped up in the compliance piece of the job and forget about what it means to recruit and retain talent. In the most recent issue of SHRM magazine, there is a great article on the biggest missteps in performance management. The information is solid and the article is filled with
great advice. It lists information that seems to be often forgotten by managers in the workplace le reminding HR folks of all the little things managers do that drive us crazy. By being written from the vain of legal compliance, it reinforces that our job is so filled with compliance that we might not even realize that we have a greater responsibility in our roles as the drivers of talent management.

We owe it to our organizations to focus on innovative and creative strategies that will attract and retain the talent needed to meet the needs of the organization. We have to start by questioning everything we do in our current strategy and see if it actually yields the results that you have been taught that it does.
And for all of you in HR who believe our mission is about the people, you should realize that by taking care of the people in your strategy, you will retain them and that is the win-win we always strive for in this profession.

If you want a place to start, look outside of the HR department. Start with the talent.

General Overviews of Talent Management

Major Functions of Talent Management

The phrase “Talent Management” traditionally refers to the activities of getting, developing and retaining the best employees. However, the phrase is often used interchangeably with “Human Resources.” The following links are to major sections about each of the standard functions associated with talent management.

Getting the Best Employees

Developing Employees at All Levels

Retaining High-Performing Employees

Also consider


For the Category of Human Resources Management (and Talent
Management):

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Human Resources Management

human-resources-department

Nonprofit-Specific Human Resource Management

Written by Carter McNamara, MBA, PhD of Authenticity Consulting, LLC

Introduction

There’s a common misperception that human resource management in nonprofits is very different from human resource management in for-profits. Actually, the activities are very similar in both types of organizations, except that nonprofits often include human resources (staff members) who are volunteers– staff members who are not paid compensation.

Note that Board members of nonprofits are volunteers, but usually are not considered to be staff members. Those who know a great deal about nonprofits also know that the activities to effectively manage paid staff in nonprofits are very similar to those required to effectively manage volunteers in nonprofits, except for the topic of paying volunteers.

Understand Differences Between Nonprofit and For-Profit Organizations

Human Resources – Read This Topic First?

Because of the similarity between managing human resources in for-profits and nonprofits, the reader is advised to first review information in the topic:

Nonprofit-Specific Human Resource Topics

Assessing the Quality of Your Practices in Nonprofit Human Resource Management

The following link is to a series of questions that you can consider to assess your practices in nonprofit management. The link is to an organizational assessment tool for nonprofits, including paid and non-paid (volunteer) staffing.

Also consider
Related Library Topics

Learn More in the Library’s Blogs Related to Human Resources and Talent Management

In addition to the articles on this current page, also see the following blogs that have posts related to Human Resources and Talent Management. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.


For the Category of Human Resources:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


All About Human Resources and Talent Management

talent management and employees conferencing

All About Human Resources and Talent Management

Guidelines for staffing analysis, recruiting, screening, hiring and developing human resources are included in the books Field Guide to Leadership and Supervision in Business and Field Guide to Leadership and Supervision for Nonprofit Staff.

© Copyright Carter Manama, MBA, PhD

Sections of This Topic Include

Introduction

Field and Roles of Human Resources and Talent Management

Major Functions of Human Resources and Talent Management

Evaluation of Human Resources Practices

Evaluation of Human Resource Management and Supervision Practices

General Resources About Human Resources

Also consider
Related Library Topics

Learn More in the Library’s Blogs Related to Human Resources and Talent Management

In addition to the articles on this current page, also see the following blogs that have posts related to Human Resources and Talent Management. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.


Introduction

Human Resources Applies to Any Size of Organization

This Topic Applies to Any Size of Organization

All organizations have people — they have human resources. Regardless of the size of an organization or the extent of its resources, the organization survives — and thrives — because of the capabilities and performance of its people. The activities to maximize those capabilities and that performance are necessary regardless of whether the organization refers to them as Human Resource Management, Human Resource Development or Human Resources — or has no formal name for those activities at all.

Those activities are the responsibility of all people in the organization. Thus, members of organizations, regardless of size or resources, will benefit from using the resources referenced from this topic.

Human Resource Guidelines Apply to For-Profits and Nonprofits

These Human Resource Guidelines Apply to For-Profits and Nonprofits

The vast majority of resources in this topic apply to nonprofits as well as for-profits. There’s a misconception that there is a big difference in managing human resources in for-profit versus nonprofit organizations. Actually, they should managed similarly. Nonprofits often have unpaid human resources (volunteers), but we’re learning that volunteers should be managed much like employees — it’s just that they’re not compensated with money; they’re compensated in other ways. Managing volunteers is very similar to paid staff — their roles should be carefully specified, they should be recruited carefully, they should be oriented and trained, they should be organized into appropriate teams or with suitable supervisors, they should be delegated to, their performance should be monitored, performance issues should be addressed, and they should be rewarded for their performance. Also, organizations should consider the risks and liabilities that can occur with volunteers, much like with employees. So nonprofit organizations should consider the resources in this topic as well.

Clarifying Some Terms — Human Resource Management, Human Resources, HRD, Talent Management

The Human Resource Management (HRM) function includes a variety of activities, and key among them is responsibility for human resources — for deciding what staffing needs you have and whether to use independent contractors or hire employees to fill these needs, recruiting and training the best employees, ensuring they are high performers, dealing with performance issues, and ensuring your personnel and management practices conform to various regulations. Activities also include managing your approach to employee benefits and compensation, employee records and personnel policies. Usually small businesses (for-profit or nonprofit) have to carry out these activities themselves because they can’t yet afford part- or full-time help. However, they should always ensure that employees have — and are aware of — personnel policies which conform to current regulations. These policies are often in the form of employee manuals, which all employees have.

Some people distinguish a difference between HRM and Human Resource Development (HRD), a profession. Those people might include HRM in HRD, explaining that HRD includes the broader range of activities to develop personnel inside of organizations, e.g., career development, training, organization development, etc.

The HRM function and HRD profession have undergone tremendous change over the past 20-30 years. Many years ago, large organizations looked to the “Personnel Department,” mostly to manage the paperwork around hiring and paying people. More recently, organizations consider the “HR Department” as playing a major role in staffing, training and helping to manage people so that people and the organization are performing at maximum capability in a highly fulfilling manner. There is a long-standing argument about where HR-related functions should be organized into large organizations, eg, “should HR be in the Organization Development department or the other way around?”

Recently, the phrase “talent management” is being used to refer the activities to attract, develop and retain employees. Some people and organizations use the phrase to refer especially to talented and/or high-potential employees. The phrase often is used interchangeably with HR — although as the field of talent management matures, it’s very likely there will be an increasing number of people who will strongly disagree about the interchange of these fields.

Many people use the phrase “Human Resource Management,” “Human Resource Development” and “Human Resources” interchangeably, and abbreviate Human Resources as HR — HR has become a conventional term to refer to all of these phrases.

Thus, this Library uses the phrase “Human Resources” and the term “HR,” not just for simplicity, but to help the reader to see the important, broader perspective on human resources in organizations — what’s required to maximize the capabilities and performance of people in organizations, regardless of the correct phrase or term to be applied when doing that.


FIELD AND ROLES OF HUMAN RESOURCES AND TALENT MANAGEMENT

Another Look at Definitions

The introduction, at the top of this page, offers definitions of common terms and phrases to help the reader to first understand the topics and their organization in this overall topic in the Library. It will round out the reader’s knowledge and understanding to review a variety of definitions. Remember that, more important than getting the definitions “right,” is recognizing the purposes and activities that the following resources refer to.

Role of Human Resources Function in Organizations

Ask HR-What is it like to work in HR

© Copyright Sheri Mazurek

A question I frequently get from those individuals outside of HR is, “What is it like to work in HR?” Well, the answer to that question can vary greatly by HR professional and organization.

Human Resources (HR) can include a broad spectrum of specialties within organizations. Some examples of specialties include recruiting, payroll, policy, safety, training and development, and performance management. In smaller organizations, the HR professional may handle all of those specialties and in larger organizations, each specialty is most likely its own department.

The roles within HR can vary greatly as well as with many departments from the purely administrative to the executive. Another related and perhaps more important question that is often discussed is, “what should HR be doing?” For me, HR’s primary purpose is to ensure that the right people are working in the right places to accomplish the organization’s goal.

In other words, HR is responsible to develop programs that will attract, select, develop, and retain the talent needed to meet the organizational mission. So whether you are an HR department of one or a combination of multiple departments that include hundreds of employees, your primary responsibility is talent management.

Here’s a quick test to see if your programs are aligned and focused on the primary purpose of HR. See if you can answer the following questions.

  1. What is the primary mission of the organization?
  2. What talent is needed to meet the mission?
  3. Which programs do you have in the following areas:
    • Identifying and Attracting Talent?
    • Selecting and Hiring Talent?
    • On boarding Talent?
    • Developing Talent?
    • Retaining Talent?
  4. How is program success measured?
  5. In what areas do we need to improve?

If you can’t answer these questions, you have some work to do.

Additional Resources About Roles of Human Resources

Boards and Human Resources

Also consider
Professionalism in Consulting

Challenges Facing Human Resources Function

If You Want a Seat at the Table, Learn the Business

© Copyright Sheri Mazurek

In many companies HR does not occupy a seat at the strategic planning table. Who’s to blame?

The answer to this question is hotly debated and often clear lines are drawn between those in HR and those in other functions. Many HR professionals blame the leaders for not seeing the value of their function to the organization, while some managers see HR as the roadblock to doing what needs to be done.

In a 2005 article written by Fast Company Magazine’s Keith Hammonds, Keith purports all the reasons “Why We Hate HR.” If the title itself isn’t enough to put a HR professional on the defense, then providing the declaration that “HR people aren’t the sharpest tacks in the box” as the first reason certainly will. His assertion in the article is that those who enter the HR field are not business people and are ill-equipped to understand business. He quotes a Society for Human Resource Management (SHRM) study that identified which coursework HR professionals found most beneficial to their success in the field to support his message that the majority of those working in the field do not see understanding business as necessary to their success. The results showed that coursework in communications, business law, and ethics were most beneficial.

A recently released SHRM survey of HR leaders indicates the same finding. The respondents in the U.S. indicated that strategic thinking is one of the top five competencies needed for senior HR leaders; however, business knowledge was not listed. While the lineage of the field of HR coupled with the introduction of legislation to protect employers may have contributed to stereotypes that exist in the field about the HR profession, our failure as HR professionals to recognize that we are business people charged with the company’s most valuable assets will certainly continue to harbor those stereotypes we so emotionally defend. If you want a seat at the table, learn the business of business and speak the language of the executive team.

Additional Resources About Challenges Facing Human Resources

Future of Human Resources Function

“Talent Management” – New Movement in Human Resources?

Many people are beginning to use the phrase “Talent Management” to refer to the activities of attracting, developing and retaining employees — three activities also addressed in the sections below. For general overviews of talent management, see: Talent Management




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MAJOR FUNCTIONS OF HUMAN RESOURCES AND TALENT MANAGEMENT

Getting the Best Employees

Regardless of the nature of the organization, it must identify the most important roles in the organization and then recruit, orient, train and organize people to effectively perform those roles.

Paying Employees (and Providing Benefits)

The following link is to a resource that will help you establish suitable policies and procedures for compensating employees and for providing benefits in the most equitable and fair manner.

Benefits and Compensation

Training and Developing Employees

Development is more than conveying information to employees — it’s guiding and supporting them to evolve that information into knowledge that can be applied as skills in order to achieve the goals of the organization and its people — and it’s guiding and supporting those people to learn at the same time.

Ensuring Compliance to Regulations

Fortunately, compliance is no longer is seen by many as the primary role of Human Resources — it’s just one of the roles. However, compliance is as important today as ever, especially considering the diversity of people in the workplace, including their diverse values, opinions and perspectives.

Ensuring Fair, Safe and Equitable Work Environments

The care and cultivation of human resources should consider at least the following topics — the topics often are addressed as official programs in the workplace.

Sustaining High-Performing Employees

Nonprofit Human Resources

As noted in the introduction to this topic, guidelines to managed human resources in nonprofits are very similar to those to manage in for-profit. See the above paragraph These Human Resource Guidelines Apply to For-Profits and Nonprofits. After reviewing the above resources, nonprofits could review the resources from the following link — the resources mention they are nonprofit-specific.
Nonprofit Human Resources


GENERAL RESOURCES ABOUT HUMAN RESOURCES

General Resources About Human Resources

Some Blogs About Human Resources


For the Category of Human Resources:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Overview of Team Performance Management: Guidelines and Resources

Man and Woman Holding Each Other's Hands As A Team

Team Performance Management: Guidelines and Resources

Much of the content of this topic came from this book:
Consulting and Organization Development - Book Cover

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC.

Strongly Suggested Previous Reading

Performance Management: Traditional and Progressive Approaches

Sections of This Topic Include


Description

(Although the term “performance” is conventionally used in literature about management, some people might have an averse reaction to that term. For them, they might use the term “effectiveness” instead.)

Many of us have worked in groups where all of the members were focused on the same goals — they were teams. If a team was in the workplace, then it probably had a supervisor. The supervisor might not have been a team member, but was responsible to be sure the team was doing a good job in achieving its goals (it was showing strong performance).

Ideally, the goals were clear to all of us because they were written down (but that is not always the case). We worked toward the goals, always monitoring how well we were doing in achieving them.

We sometimes changed what we were doing in order to achieve the goals in an even more effective and efficient manner. Usually that cycle of activities recurred until the goals were achieved and perhaps the team no longer was needed. The cycle that were doing is called team performance management. We will define it a bit more clearer in the next section.

A team is essentially an organization — it is a system. It has a recurring set of activities, all aimed toward a common purpose (mission) and goals. A department or business unit in an organization could be thought of as a team. So most of the practices of organizational performance management apply to team performance management, as well.

Just like an overall organization, when a team gets started (that is, when it is in its first life cycle), it often does not have strong, internal practices about effectively and efficiently achieving goals (about achieving strong performance).

As the team continues to evolve, it becomes even more important to have more effective internal systems. Otherwise, the members experience increasing frustrations about not getting things done and confusion about who is doing what and by when. So they focus on making their performance management practices even stronger.

Note that team performance management usually refers to the cycle of activities to enhance the performance of a team that has had at least several meetings. The activities to first develop the team are often referred to as team building. The activities to manage each meeting are about meeting management. The activities to guide and support the members’ activities during a meeting are referred to as facilitation.

What is Team Performance Management?

We are used to thinking of ongoing performance management for employees, for example, setting goals, monitoring an employee’s achievement of those goals, sharing feedback with the employee, evaluating the employee’s performance, and then rewarding the employee’s performance or guiding the employee to improve performance. That performance management process is similar to that used in teams and organizations, as well.

Team performance management involves the recurring activities to establish team goals, monitor progress toward the goals, and make adjustments to achieve those goals more effectively and efficiently. From a systems perspective, the overall goal of team performance management is to ensure that the team and all of its members are working together in an optimum fashion to achieve the results desired by the supervisor of the team.

Those recurring activities are much of what leaders and managers inherently do in their organizations — some of them do it far better than others. So team performance management should be a standard, ongoing management practice. The process is somewhat aligned with a well-done strategic planning process and the implementation of that strategic plan.

General Guidelines for Implementing and Evaluating the Process

There are some standard guidelines that can ensure the success of any implementation of any performance management process. Be sure to read and follow those guidelines, especially if this is your first implementation of a comprehensive process. The guidelines also can be useful if you are trying to improve a process that you have already implemented.

Three Phases of Team Performance Management

The three phases are highly integrated and include:

Next, see
Team Performance Planning Phase


Suggested Additional Readings

Numerous Resources About Groups

How to Work With Groups

Broad Background

Other Performance Management Applications

Other Articles


Learn More in the Library’s Blogs Related to Organizational Performance

In addition to the articles on this current page, also see the following blogs that have posts related to organizations. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.


For the Category of Organizational Development:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


All About Team Building

Successful-happy-business-team

All About Team Building

The reader might best be served to first read the topic the Group Dynamics to understand the basic nature of most groups, their typical stages of development and how to support groups to evolve through the early stages. That understanding, along with the guidelines in the following resources, helps the chair or facilitator of the team to support the team to fully develop.

Sections of This Topic Include

Also consider

Related Library Topics

Learn More in the Library’s Blogs Related to Team Building

In addition to the articles on this current page, also see the following blogs that have posts related to Team Building. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.


How to Build Highly Effective Teams

© Copyright Carter McNamara, MBA, PhD

Too often, teams are formed merely by gathering some people together and then hoping that those people somehow find a way to work together. Teams are most effective when carefully designed. To design, develop and support a highly effective team, use the following guidelines:

1. Set clear goals for the results to be produced by the team.

The goals should be designed to be “SMART.” This is an acronym for:

  • Specific
  • Measurable
  • Achievable
  • Relevant and
  • Time-bound.

As much as possible, include input from other members of the organization when designing and wording these goals. Goals might be, for example, “to produce a project report that includes a project plan, schedule and budget to develop and test a complete employee performance management system within the next year.” Write these goals down for eventual communication to and discussion with all team members.

2. Set clear objectives for measuring the ongoing effectiveness of the team.

The objectives, that together achieve the overall goals, should also be designed to be “SMART.” Objectives might be, for example, to a) to produce a draft of a project report during the first four weeks of team activities, and b) achieve Board-approval of the proposed performance management system during the next four weeks. Also, write these objectives down for eventual communication to and discussion with all team members.

3. Define a mechanism for clear and consistent communications among team members.

New leaders often assume that all group members know what the leaders know. Consistent communication is the most important trait of a successful group. Without communication, none of the other traits can occur. Successful groups even over-communicate, such that:

  • All members regularly receive and understand similar information about the group, for example, about the group’s purpose, membership, status and accomplishments.
  • These communications might be delivered through regular newsletters, status reports, meetings, emails and collaboration tools.

4. Define a procedure for members to make decisions and solve problems.

Successful groups regularly encounter situations where they must make decisions and solve problems in a highly effective manner. Too often, the group resorts to extended discussion until members become tired and frustrated and eventually just opt for any action at all, or they count on the same person who seems to voice the strongest opinions. Instead, successful groups:

  • Document a procedure whereby the group can make decisions and ensure that all members are aware of the procedure.
  • The procedure might specify that decisions are made, first by aiming for consensus within a certain time frame and if consensus is not achieved, then the group resorts to a majority vote.

5. Develop staffing procedures (recruiting, training, organizing, replacing).

Too often, group members are asked to join the group and somehow to “chip in.” Unfortunately, that approach creates “chips,” rather than valuable group members. Instead, if group members go through a somewhat organized, systematic process, then new members often believe that the group is well organized and that their role is very valuable in the group. Successful groups:

  • Identify what roles and expertise are needed on the group in order to achieve the group’s purpose and plans – they staff according to plans, not personalities.
  • New group members go through a systematic process to join the group – they understand the group’s purpose, their role, their next steps and where to get help.

6. Determine the membership of the group.

Consider the extent of expertise needed to achieve the goals, including areas of knowledge and skills. Include at least one person who has skills in facilitation and meeting management. Attempt to include sufficient diversity of values and perspectives to ensure robust ideas and discussion. A critical consideration is availability – members should have the time to attend every meeting and perform required tasks between meetings.

7. Determine time frames for starting and terminating the team, if applicable.

Now consider the expertise needed to achieve the goals of the team, and how long it might take to recruit and organize those resources. Write these times down for eventual communication to and discussion with all team members.

8. Determine the membership of the team.

What expertise might the team need to achieve the goals of the group? For example, an official authority to gather and allocate resources, or an expert in a certain technology. Always consider if the members will have the time and energy to actively participate in the team.

9. Assign the role of leader – to ensure systems and practices are followed.

The leader focuses on the systems and practices in the team, not on personalities of its members. For example, the leader makes sure that all team members: a) are successfully staffed, b) understand the purpose of the group and their role in it, c) are active toward meeting that purpose and role, and d) utilize procedures for making decisions and solving problems. (Note that the leader does not always have to be a strong, charismatic personality – while that type of personality can often be very successful at developing teams, it often can create passivity or frustration in other members over time, thereby crippling the group.)

10. Assign role of communicator – communication is the life’s blood of teams!

Communication is the most important trait of a successful team. It cannot be left to chance. Someone should be designated to ensure that all members receive regular communications about purpose, membership, roles and status. Communications should also be with people outside the team, especially those who make decisions or determine if the team is successful or not.

11. Identify needs for resources (training, materials, supplies, etc.)

Start from analysis of the purpose and goals. What is needed to achieve them? For example, members might benefit from a training that provides a brief overview of the typical stages of team development and includes packets of materials about the team’s goals, structure and process to make decisions. Consider costs, such as trainers, consultants, room rental and office supplies. How will those funds be obtained and maintained?

12. Identify the costs to provide necessary resources for the team.

Consider costs, such as paying employees to attend the meeting, trainers, consultants, room rental and office supplies. Develop a budget that itemizes the costs associated with obtaining and supporting each of the resources. Get management approval of the budget.

13. Contact each team member.

Before the first meeting, invite each potential team member to be a part of the team. First, send him or her a memo, and then meet with each person individually. Communicate the goals of the project, why the person was selected, the benefit of the goals to the organization, the time frame for the team effort, and who will lead the team (at least initially). Invite the team member to the first meeting.

14. Early on, plan team building activities to support trust and working relationships.

Team building activities can include, for example, a retreat in which members introduce themselves, exercises in which members help each other solve a short problem or meet a specific and achievable goal, or an extended period in which members can voice their concerns and frustrations about their team assignments.

15. Carefully plan the first team meeting.

In the first meeting, review the goals of the team, why each member was selected, the benefit of the goals to the organization, the time frame for the team effort, who will lead the team (at least, initially), when the team might meet and where, and any changes that have occurred since the individual meetings. Have this information written down to hand out to each member. At the end of the meeting, ask each person to make a public commitment to the team effort.

16. Regularly monitor and report on status of team members toward achieving the goal.

It is amazing how often a team starts out with a carefully designed plan, but then abandons the plan once the initial implementation of the plan is underway. Sometimes if the plan is behind schedule, team members conclude that the project is not successful. Plans can change – just change them systematically with new dates and approval of the changes.

17. Support team meetings and the members’ processes in the team.

At this point, it is critical that supervisors of team members remain available to provide support and resources as needed. The supervisor should regularly monitor team members’ progress on achieving their goals. Provide ongoing encouragement and visibility to members. One of the most important forms of
support a supervisor can provide is coordination with other supervisors to ensure that team members are freed up enough to attend meetings.

18. Regularly celebrate team members’ accomplishments!

One of the best ways to avoid burnout is to regularly celebrate accomplishments. Otherwise, members can feel as if they are on treadmill that has no end. Keep your eye on small and recurring successes, not just the gold at the end of the rainbow.

Also consider
Team Building Primer
The History of Team Building

Team Building – Does Team Building Actually Work?

© Copyright Fresh Tracks

An article in The Wall Street Journal* suggested that while team building exercises may be fun (for some people), they really don’t do much to solve workplace issues.

Team building doesn’t just mean getting the team together

Team building doesn’t just mean getting the team together

For example, sales executive Paul Garvey claimed that the most insightful team-building exercise he ever participated in involved paintball, which in no way helped to resolve the relationship issues back at the office. Speaking of his former company, he said that colleagues would poach each other’s deals while
their manager played favourites. Someone decided a paintball exercise would help. It didn’t, and merely reinforced the divisions and favouritism already present.

Another instance of completely inappropriate team building involved the team from a contractor on an Apollo space project. They were asked by their HR department to participate in a role-playing exercise where they had to return safely from the North Pole. Their day-to-day job involved helping astronauts return safely from space. What additional insights into teamwork did HR think this role play could teach them?

The point is that these weren’t team building programmes at all, rather they were generic activities imposed upon teams without any real consideration for what the team wanted, or needed.

Similarly, while it may be fun and friendly, a corporate fun day involving inflatable suits where you hurl yourself at a Velcro wall, sumo wrestling a colleague, bungee running, quad biking, karting or clay pigeon shooting, won’t necessarily build team relationships or address any problems in the group. While it may be just the right event for a seasonal celebration, especially if it involves families or partners, this kind of “team build” is seen mainly as an informal motivational activity. ”They make us feel good,” said Margaret Neale, Professor of Organizational behaviour at Stanford’s Graduate School of Business. “What they don’t do is improve team performance.”

For this, you need a more considered approach and above all, something where the objectives are clearly stated and can be met. You need to take into account specific issues that need to be addressed and the sorts or personalities involved in the team. The resulting programme could well involve a ruthless battle for a trophy in an inflatable Olympics arena, but for a hard-working, hard-playing and highly competitive sales team, perhaps this might be exactly what’s needed.

For most, however, while it may be fun to get out of the office, you can’t expect that blasting each other with paint pellets is going to be much of an exercise in resolving trust or communication issues. Perhaps a programme involving something a bit more creative and less physical – indoors or outdoors – with plenty of time for discussion is a good place to start. There are always going to be those resistant to the very idea of “team building” or others whose comfort zone is very small. Acknowledging this and creating a programme that takes it into account is going to pay far bigger dividends than forcing them to jump out of aeroplanes or role play in Arctic expeditions.

Also consider
All About Facilitation

Team Building Activities

Some Common Types of Teams

Leading, Facilitating and Motivating Teams

Also consider
Leadership

Enhancing Effectiveness and Performance of Teams





Evaluating Team Performance

Also consider
Evaluations

General Resources


For the Category of Facilitation and Teams:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.



Self-Directed and Self-Managed Work Teams

Businesspeople-having-discussion-meeting

Self-Directed and Self-Managed Work Teams

Note that the reader might best be served to first read the topic Group Dynamics to understand the basic nature of most groups and their typical stages of development. (It’s not clear at this time if online groups have similar nature and stages.)

Sections of This Topic Include

Also consider
The following are group-based methods.

Related Library Topics

Learn More in the Library’s Blogs Related to Self-Directed and Self-Managed Work Teams

In addition to the articles on this current page, see the following blogs which have posts related to Self-directed and Self-Managed Work Teams. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog.


Self-Directed Work Teams

Self-Managed Work Teams


For the Category of Facilitation and Teams:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Process Consultation

Women having a conversation

Process Consultation

Sections in This Topic Include

Understanding Facilitation

Learn More in the Library’s Blogs Related to Facilitation

In addition to the articles on this current page, also see the following blogs that have posts related to Facilitation. Scan down the blog’s page to see various posts. Also, see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.


What is Process Consultation?

Suggested Pre-Reading

Although process consultation is a unique style and approach to facilitation, the reader would benefit from first grasping the typical nature and tasks of facilitation, in general. See All About Facilitation

Next understand the typical stages of group development. See Group Dynamics: Basic Nature of Groups and How They Develop

Definitions of Process Consultation

Now, perhaps the best definition comes from the original developer himself, Edgar Schein.

Process Consultation is the creation of a relationship with the client that permits the client to perceive, understand, and act on the process events that occur in the client’s internal and external environment in order to improve the situation as defined by the client. — Edgar Schein, Process Consultation: Its role in organization development, Addison-Wesley Publishing Company, Reading, Mass, 1969.

Schein stresses that the process consultant’s role is one of helping groups, rather than directing their members with expert advice. The focus is on the group’s processes, such as communication and leadership — especially in areas that members are not aware of, but that adversely affects them achieving their goals. The process of process consultation generally follows that of action research.

This definition aptly describes the unique nature of mutual collaboration between the facilitator and client in process consultation:

Process consulting is a model of consultation based on mutual “helping relationship” propounded by Edgar Schein. It all started as a practice during the late twentieth century as a consulting work in which the consultant works ‘with’ the client and not ‘for’ the client. This constitutes the fundamental philosophy of process consulting. In process consultation there is no one management expert who comes up with an off-the-shelf solution for the client, rather the consultant and the client indulges into a participatory process from diagnostics to implementation in finding out a solution that specifically applies to the said client system organization. The key aspects of mutual participation and specificity makes the process consultant methodology a powerful management consultancy tool. — ODPEDA – the Open Encyclopedia of Organization Development

Process consultation : outline and essential concepts by, Edgar Schein, the developer of process consultation

This 7-minute YouTube video further shows Edgar Schein’s description of process consultation.

Process Consultation Revisited: Building the Helping Relationship – Edgar Schein describes the ten principles of process consultation.

Now it is useful to further clarify and broaden your understanding of process consultation by reviewing the entire information at the Wikipedia site.

Examples of Process Consultation


For the Category of Facilitation and Teams:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Team Performance Management: Performance Planning Phase

A Group of People Having a Meeting in the Office

Team Performance Management: Performance Planning Phase

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC. Adapted from Field Guide to Consulting and Organizational Development

Strongly Suggested Pre-Reading


Approaches to Developing Team Performance Plan

Remember that the following activities are cyclical and highly integrated with the performance appraisal and performance development phases, and all of them should be highly customized to your organization. Be sure to see Guidelines for Implementation and Evaluation.

1. Review the organization’s preferred goals for the next year and associate preferred organizational results in terms of units of performance, that is, quantity, quality, cost or timeliness. Review the organization’s strategic goals and, for each goal, specify preferred organizational results in terms of units of performance, that is, quantity, quality, cost or timeliness. Strategic goals are usually determined during the Strategic Planning planning process. The units might be specified in the Action Plans, which specify who is going to do what and by when for each goal. Preferred organizational results might also come from doing an organizational evaluation. See How to Evaluate Organizations.

2. Specify desired results for the team. This aspect of performance management is sometimes called “goal setting” for the team. Particularly in the traditional (rather than the progressive) approach to performance management, the goals should be “SMART” and challenging.

For example, a desired result of an Information Technology (IT) Department might be to ensure 98% uptime of all the organization’s computers over the next 12 months. For a small team, it might be to provide at least 10 action-oriented and integrated recommendations within 60 days about how to develop and implement a Six Sigma quality management process within the next 12 months.

  • Note that, in a progressive approach, the goals would be established in highly collaborative manner with the leaders of the team.

3. Ensure the team’s desired results directly contribute to the organization’s results. Aligning the team’s desired results with organization’s desired results is another unique aspect of performance management process. In our example, does the IT Department’s goal of 98% uptime align directly with the preferred
results of the overall organization? See Strategic Action Plans & Alignment.

  • In a progressive approach, it still would be very important that team’s goals contribute directly to achieving the overall organization’s desired results.

4. Weight, or prioritize, the team’s desired results. A weight, or prioritization, is often in the form of percentage-time-spent or a numeric ranking with “1” as the highest. For example, the IT Department’s goals might be 100% uptime for all employees during the eight-hour work day and 99% uptime during the eight hours from midnight to 8 am, while computer maintenance can be done.

  • In a progressive approach, the goals for the team would likely not be associated with a specific weight because the goals might change in real time as the needs of the team members and the team’s internal customers’ change. The change in the goals would be done in a collaborative conversation with the team’s supervisor.

5. Identify first-level measures (or indicators) to evaluate if and how well the team’s desired results were achieved. Measures provide indicators to evaluate progress toward achieving the desired results. Measures are usually specified in terms of quantity, quality, timeliness or cost. For example, a first-level measure for the IT Department might be 100% uptime for everyone in the Sales and Marketing Department during a 24-hour period.

Identifying which measures to take is often the toughest part of the performance management process. See Guidelines for Selecting Measurements and One Sample Framework for Selecting Measurements.

  • In a progressive approach, first-level measures would not likely be established as a first-level measure for the next year because they might change as the needs of the team and internal customers change. The change in measures would be done in a collaborative conversation with the team’s supervisor.

6. Identify more specific measures for each first-level measure if necessary.
For example, the IT Department might have a measure that ultimately ensures uptime: to operate backup computer systems that can immediately be activated if other systems quit working.

  • In a progressive approach, more specific measures would not likely be established as permanent measures because they might change as the needs of the team and internal customers change. The change in measures would be done in a collaborative conversation with the team’s supervisor.

7. Identify standards for evaluating how well the team’s desired results were achieved. Standards specify how well a result should be achieved. In our example, standards for performance might be the speed with which the computers interact with their users.

  • In a progressive approach, standards for performance would not likely be established as permanent standards because they might change as the needs of the team and internal customers change. The change in measures would be done in a collaborative conversation with the team’s supervisor.

8. Document a performance plan — including desired results, measures and standards. Developing the performance plan is often the responsibility of the supervisor of the team. Note that a performance plan is not the same as a performance development plan.

  • In a progressive approach, a performance plan might still exist, but it would be focused especially on how the team’s goals are aligned with the organization’s goals, and would include guidelines for how the team’s goals could be changed if necessary.

Next, see Team Performance Management: Performance Appraisal Phase.


Learn More in the Library’s Blogs Related to Performance Management

In addition to the articles on this current page, see the following blogs which have posts related to Performance Management. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog.

Also consider


For the Category of Performance Management:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Open Space Technology

A notebook with a pen laying on a laptop

Open Space Technology

Note that the reader might best be served to first read the topic Group
Dynamics
to understand the basic nature of most groups and their typical
stages of development. (It’s not clear at this time if online and open space
groups have similar nature and stages.)

Learn More in the Library’s Blogs Related to Open Space Technology

In addition to the articles on this current page, see the following blogs which
have posts related to Open Space Technology. Scan down the blog’s page to see
various posts. Also see the section “Recent Blog Posts” in the sidebar of the
blog or click on “next” near the bottom of a post in the blog.

Library’s Leadership
Blog

Library’s Supervision
Blog

Library’s Team Performance
Blog


 

Various Perspectives on Open Space Technology

Facilitation
Library

Open Space Technology — What is It?
Emerging Order in Open Space
Open Space Technology — Whose Agenda is this
Anyway?

All About Open Space
Also
see Large-Scale Interventions

Open Space Technology Links and Resources

Also consider
The following are group-based methods.
Action Learning
Committees
Communities of Practice
Conflict
Management

Dialoguing
Facilitation
Focus
Groups

Group Coaching
Group Conflict Management
Group
Dynamics (about nature of groups, stages of group development,
etc)

Group
Learning

Group-Based
Problem Solving and Decision Making

Large-Scale
Interventions

Meeting
Management

Self-Directed
and Self-Managed Work Teams

Team
Building

Training
and Development

Virtual
Teams

Related Library Topics


For the Category of Facilitation and Teams:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books