The following is a checklist of what you will need in order to facilitate the team effectiveness day and a guide to what order you should run the day.
Items you will need before beginning the meeting include:
- Room setup
- Flip chart / markers for facilitator and each table group
- Masking tape to post charts
- Post-it notes
- Notepads
- Pens/pencils
- Fun gifts for participation, appropriate behavior, and so on
Now that you have all these in place, use the following steps to facilitate the flow of the day:
- Welcome/opening remarks.
- Delegate or find a volunteer to take notes, gather notes, and type up highlights of the day.
- Ask the team to complete confidential post-it notes on "How effective are we as a team?"
- Determine the average team effectiveness rating.
- Have a group discussion or presentation on "What factors contribute to that rating?"
- Recognize and applaud each presentation.
- Have a group discussion and/or presentation on "Areas for improvement." Recognize and applaud each presentation.
- Bracket the areas listed that are not under your control.
- Group, categorize, prioritize, and present the different areas.
- Recognize and applaud each presentation.
- Facilitate the group to summarize their presentations and findings collectively.
- Via a group discussion, rank the factors based on the biggest improvement or contributor to team effectiveness.
- Question the group to uncover attitude and the #1 factor (save this until last).
- Volunteer groups to brainstorm by discussion topics and present draft solutions.
- Recognize and applaud each presentation.
- Ask for volunteers to champion the project, finalize an implementation plan in terms of names, activities and dates, and circulate a draft within 24 hours.
- Discuss C.H.A.N.G.E.
- Discuss "Who has to change? What do we have to change?"
- Team attitude exercise, as described in the previous section, and brainstorm followed by presentations.
- Recognize and applaud each presentation.
- Discuss the following idea: "Imagine if we worked in an environment where these words were truly demonstrated on a daily basis, what would it be like?"
- Ask for a discussion on "What is stopping us from implementing it?"
- Gain commitment by asking for signatures.
- Summarize the day.
- Detail the next steps and set a date for the project champions to circulate draft implementation plans before the next meeting on day 18.
- Closing remarks.
- Have the participants complete an evaluation feedback form with a 0 to 10 rating and what went well /delta—what can we do better next time to get to a 10?
If you follow this checklist then you are maximizing your potential to have a successful team effectiveness day.
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