Category: management

5 keys to successful teamwork

It’s a common assumption that teams are more productive than individuals working independently. It’s a fair assumption: we would think that a team is more than the sum of its parts, that each person can benefit from an extra pair of hands, that more can be achieved with more combined effort. The whole “two heads are better than one” idea.

In reality, most teams are actually less effective than we think they are. According to J. Richard Hackman, a professor of social and organizational psychology at Harvard University and a leading expert on teams, research on teams consistently shows that teams underperform their potential, despite all the extra resources they have. He notes that teams typically have problems with coordination and motivation, and they are often in competition with other teams, all of which puts them at a disadvantage right from the start. Ironically, organizations with the best human resource departments sometimes have less effective teams because HR tends to focus on improving individual behavior rather than team behavior.

So what can help enable teams to produce the magic they aspire to? What needs to be in place to improve a team’s chances of success? Here I break it down into five components:

Context. First things first, a team won’t succeed if certain fundamental elements aren’t in place. These include adequate resources to do their work, a clear leader and structure for the group, a climate of trust within the organization, and a system of performance evaluation that measures and rewards individual contributions and team achievements.

Composition. Often teams are formed by pulling in people who are interested, available, and whose roles are relevant to the group objective. But there are far more important variables to consider in building a team if you want the team to succeed:

  • Abilities. A team is not just the sum of its individual members’ abilities, but those abilities can also set limits on the team’s performance. In building a team for a specific purpose, you should consider what abilities are required to achieve success. Working on a strategic plan? Make sure you have people who can think critically and strategically. Need a group to help put together a large mailing? Consider people who are detail-oriented and like repetitive tasks. Matching tasks to abilities can make or break a team.
  • Personalities. This shouldn’t come as a surprise, but the personalities of individuals can make a huge difference for the performance of a team. Reviews of literature on the subject reveal that higher levels of conscientiousness and openness to experience contribute to higher team performance, as does a minimum level of team member agreeableness. Conscientious individuals are good at backing up others and sensing when support is needed, while those open to experiences communicate better. And no one likes working with disagreeable people – they can make the experience unpleasant for everyone on the team, and that can reduce motivation and engagement.
  • Roles. Teams have different needs that need to be filled appropriately. There is all sorts of research on different team roles, from advisers and controllers to promoters and deviants, and the nature of the work will dictate what roles are required. Teams don’t always need a leader (self-managed teams have dispersed leadership) but they do benefit from effective leaders and positive deviants (those who help the team by challenging the status quo or groupthink). But all of the team’s roles should be filled with the right people, who bring the right skills, experience, and ways of thinking. When assembling a team, think about bringing together people who can contribute not only to the team’s goals but also to its meetings and work flow.
  • Diversity. A diversity in the demographics, experience, and skills of a team can be a real asset, though this depends on a few factors. The overall demographics of an organization can come into play, making minorities in the organization feel less welcome to contribute ideas. Similarly, those who are less experienced may feel intimidated to contribute if outnumbered by others with far more experience and camaraderie. A team leader plays an important role in setting the tone and providing a common goal for the group (see below), which can bring more cohesion and openness to a diverse group. If the group’s diversity is imbalanced or not managed effectively, it can actually lead to lower performance than working separately.
  • Size. Most experts agree that keeping group size small improves effectiveness. The magic number is seven (plus or minus two). If the team is too large, it is cumbersome to coordinate and contribute, and if it is too small, the group objective can be overwhelming or lack the diversity of perspectives needed for new ideas, perspectives, and solutions.
  • Preferences. Not everyone is a team player, and that’s okay. Forcing someone to be on a team they don’t want to be a part of threatens the team’s morale and the individual members’ satisfaction. When putting together a team, managers should consider individual preferences along with abilities, personalities, skills, and roles.

Common purpose. One of the biggest failures of teams is a lack of a clear and common goal. Not knowing what needs to get done – and how to get it done – leads to members becoming disengaged from the team. A good leader will help the team to define clear objectives and the processes for achieving them. When a team knows, understands, and accepts the group’s goals, they take more ownership over them and more responsibility for achieving them. When they collectively believe they can achieve those goals (what we call group efficacy) then they are more likely to succeed in their pursuit of those goals.

Conscience. As more research comes out on the importance of emotional intelligence, it is also being researched at the group level. According to experts Vanessa Druskat and Steven Wolff, building a team’s emotional intelligence means recognizing and regulating emotions at both the individual level and the group level. Effective teams consist of individuals who are aware of and regulate their own feelings and can recognize and appropriately respond to the emotions of others. To realize this, the group should establish norms that allow for positive confrontation (openly identifying another’s emotions in a supportive way) and caring (showing appreciation and respect through support, validation, and compassion). Similarly, a team should collectively recognize the group dynamic and establish norms that enable the team to work with emotions, foster a positive environment, and encourage proactive problem solving. This helps groups avoid growing stale, burning out, or getting negative. Finally, a group should also be aware of how it behaves relative to those outside the group, particularly when its work requires the cooperation or acceptance of others. Having liaisons to important constituencies or setting up mechanisms for input and feedback can help ensure that a team’s work is relevant and adopted by those it will impact. Without emotional intelligence, a group can create a negative experience for individual members, it can underperform or even fail in its objectives, and it can fail in getting its results adopted by others.

Communication. Related to the team’s conscience, communications plays a critical role in the success of teams. In fact, according to research conducted by Sociometric Solutions (now Humanyze), patterns of communications are the most important predictor of a team’s success. The three aspects of communication they identified as affecting team performance most were energy (the number and nature of exchanges between team members), engagement (distribution of energy among team members), and exploration (communication that members engage in outside the team). Effective teams communicate often with positive exchanges, ideally face-to-face, with every member communicating equally to all others, and with frequent communications outside the team as well. This latter aspect reflects the point above about understanding outside perspectives, and also the value of seeking outside inputs for the team’s work. Of course, communication outside the team comes at the expense to communication within the team, so these must be balanced, but successful teams oscillate between exploration of new ideas outside the team and engagement within the team to integrate those ideas.

Teams do have the potential for greatness – greater effectiveness, greater creativity, and greater efficiencies. However, achieving that greatness takes thoughtful effort to define, build, and manage that team. Consider how you put together a team and guide it towards success, and you can be the one who creates a great team experience for your organization.

3 steps to greater productivity

As the new year gets underway, I’ve been doing a lot of reading about how to improve my clients’ productivity – and my own. After all, we have things we need to achieve this year, and plenty of things we aspire to achieve if only we could get more done.

I’ve read plenty of articles on the subject, and most provide information that is already pretty obvious or just not for me. Sometimes the best articles are the ones where other CEOs and business leaders give more practical advice. These articles spark new ideas for me to try.

But after reading up on the subject, I’ve realized that productivity boils down to three things:

  • planning
  • prioritization
  • focus

Let’s take a look at how these three things can be practically applied to improve your productivity on a daily basis.

Planning. The most productive people plan their work and organize their time. These people set goals – long-term (yearly) as well as the short-term (daily) – and use tools like checklists, task lists, and time blocking. Without planning, people are more likely to get sucked into distractions, have deadlines sneak up on them, or lose sight of what matters. So think about what you want to achieve in the long-term and what needs to get done in the short-term to be successful. Then block your time accordingly.

I use a five-tier system. I set annual goals for myself – professional and personal – and I try to balance aspiration with pragmatism. I do this at the start of the year, setting 2-3 goals for each of the different areas of my life. Then, I look at each quarter and what I want to achieve in that time towards my annual goals. I know some quarters may be busier with travel or family time or other special events, so this helps me spot any potential bottlenecks and I adjust my plans as needed. Then I break down my quarterly goals into months, again to spot any bottlenecks and to also see if my plans can realistically be achieved in that time frame. I then plot out each week’s goals in a table sorted by category. I limit myself to 2-3 weekly goals for each category, so I have less than ten for any given week. Finally, I keep a task list for each day, using my weekly goals as a guide and adding any more immediate tasks (responding to emails, administrative tasks, running errands, etc.). And of course, I use my task list to block time in my calendar, so that I ensure I have time for all my tasks and other activities (working out, eating, writing, etc.). Each week I review my progress on my weekly goals, each month I review my progress on monthly goals, and each quarter I review my progress on quarterly goals. This keeps me moving forward and adjusting as needed to be successful. (After all, plans are just that – plans.)

Prioritization. Many leaders will warn you that there will always be more to do than you can handle. Knowing what is most important to tackle is critical, so you don’t get bogged down by things that keep you from making progress towards the big picture goals. There are lots of methods for determining something’s priority level – decision criteria and threshold measurements that quickly evaluate whether or not something deserves your time and effort. The general approach is to figure out whether or not the task before you will advance your long-term goals or add value to your business. And then all the rest should be either be delegated to someone else, set aside for when you have time, or rejected altogether. Remember: being strategic means knowing what not to do as much as it means knowing what to do.

I keep my priorities straight through planning and organization. For each week, I know what I need to achieve, and when I make my daily task lists, I highlight the things that must get done that day. Then I tackle those things first, saving less important things for later in the day. That way, if something comes up and I don’t get to the less important items on my list, I can push them to the next day or later in the week. I also front-load my week, putting all the priority objectives in the first couple of days and leaving more unplanned time later in the week, so I have spare time to achieve objectives or else extra time to either get ahead or work on side projects. When new opportunities come up, I  use the lift-risk-reward method to assess its importance and urgency. If I decide to take on something that requires more effort, I adjust my planning to make sure I stay on track and use my time to achieve my long-term goals. Some deadlines are fixed and will take priority while flexible deadlines can be shifted to accommodate new clients and projects.

Focus. All this planning and prioritization is useless if at the end of the day you don’t actually sit down and get things done. Just because you blocked time on your calendar doesn’t mean you will actually use that time as planned. You need to commit to the plan and follow through.

There are several different techniques for staying focused. The most basic one is to eliminate distractions of modern technology: leave your phone on silent in the other room, turn off your internet connection, turn off alerts from your mail application, and close any social media sites or applications. Another is to tell others that you are blocking off time and should not be disturbed, and along with this could be a change in environment – closing your office door or even moving to a quiet conference room away from your coworkers. Speaking of which, create the right conditions for focus: silence or music you can ignore, something to eat or drink (stay hydrated), a comfortable place to sit (but not too comfortable), the right temperature (do you work better in cold or warm environments), etc. Sometimes changing your environment periodically keeps you focused too. Try taking short walks every couple of hours, especially if you can get outdoors and walk around somewhere with some greenery. And pay attention to your natural circadian rhythm. Always get a good night’s rest and then see where you have more energy in the day, using those times for harder tasks and lower energy periods for more mindless tasks.

I’ll be honest: I personally struggle with focus. My brain is isn’t wired to sit still and pay attention to just one thought at a time, and I’ve struggled for years with staying focused and not multitasking. But lately I’m trying some approaches that are working for me. First of all, I make sure to get a full night’s sleep, and then my morning routine consists of a quick workout, drinking a full glass or two of water, eating a light healthy breakfast, and jumping right into my first big task of the day. I use the Pomodoro technique to keep myself engaged, and I don’t keep any social media websites or my mail application open during these periods. (It takes a lot of discipline to ignore that email or message but if you use Pomodoro then it’s no more than 25 minutes before you respond – not a long time at all.) I work at home but I sit myself at the dining room table with some tea or water and I put on some music that I usually tune out (sometimes I don’t put on any music at all and just work in silence). And after each task accomplished I will reward myself with a visit to social media, a snack, some small task that I’ve been itching to take care of, or playing with the cats (amazing what some feline companionship and purring can do for the soul). And I keep in mind how good it felt the day before to get my work done. The visualization of success – how it feels to achieve my goals and not have any work lingering when I relax at the end of the day – keeps me moving forward.

Success is not something we dream of, it’s something we do. We achieve the long-term by focusing in the short-term and accomplishing daily tasks. Planning helps us tie the immediate work before us to bigger aspirations, as well as allocating our time in a way that sets us up for achievement. Prioritization ensures that the most critical tasks get done while preventing us from expending time and energy on things that don’t matter. And focus keeps us moving forward, step by step, task by task, minute by minute, towards improving our work, our businesses, and ourselves.

So what are you waiting for? Start being more productive today!

How to set your priorities straight

In the business world, there is always plenty to do – more than we can actually accomplish at any one time. And sometimes we have a whole list of things that seem both important and urgent.

In his book, The Seven Habits of Highly Effective People, author Stephen R. Covey uses a method for setting personal priorities, noting that we often focus on the immediate and unimportant (e.g. email) at the expense of longer-term and more important goals.

In working at and with different organizations and teams, I’ve learned a useful framework to help set a program or organization’s priorities. I call it the Lift-Reward-Risk Method.

Whether you’re making choices about strategic investments, evaluating potential program partners, or assessing a list of potential donors or funders, the Lift-Reward-Risk Method can help you examine where to invest your time, effort, and resources.

Here’s how it works. For each item on your list, evaluate the following:

  • Lift. How much effort will it take to do? (Heavy, Medium, Light)
  • Reward. What’s the potential gain if you succeed? (High, Medium, Low)
  • Risk. What is the probability of failure (or, inversely, success)? (High, Medium, Low)

So let’s say you have a list of potential projects and you need to prioritize so you can focus your efforts. If there’s a project that is a heavy lift, a low reward, and a high risk, then knock it down on your list – it’s probably not worth the effort. However, if a project is a heavy lift and high risk but a high reward, it might be worth prioritizing. If you have a bunch of light projects with low rewards and low risks, it might be worth it to invest time in some and then invest the rest of your time in that other big whale of a project. Either way, at least you can have a clear decision-making process for setting priorities. This is useful for your own work but just as important, if not more important, when working with a team. It helps to make sure everyone is on the same page about the work and where the team should focus its energy.

And remember: lowering the priority of something doesn’t mean not doing it – it just means not doing it now or not investing as much time and effort into it now. Because we all have limited time and resources and we should be using them in the most efficient and effective way possible.

So consider the lift, reward, and risk of your options. It will make it easier to move forward with confidence.

Is your team or organization clear about priorities? Is there a clear process for making decisions about priorities, and how to handle unexpected opportunities? What methods do you use to set priorities for yourself, your team, and your organization?