Concept of Team

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    Most projects are planned and implemented by teams of individuals. Therefore the ability

    to work effectively in a team is an important characteristic of successful project

    management. However, this is more than just being pleasant at meetings. The team

    normally represents diverse functions often with different, possibly conflicting, objectives.

    The team must be able to integrate the different needs of the functions and

    simultaneously achieve the goals of the project. Further, this is often done in an

    environment where no one individual has direct authority over the team members.

    Many organizations have developed procedures for project team formation and project

    team behavior. I recommend that you use those if they are available. I have found several

    techniques to be very helpful when establishing and managing project teams. The first is

    theCore Team concept. This concept is useful for clarifying the team roles and

    responsibilities of project team members. The second technique that I will discuss is the

    use ofMatrix Management when establishing teams. With the team established, the role

    of theTeam Leader andCore Team Member will be addressed. Finally several useful

    techniques for addressing project team dynamics will be discussed includingSituational

    Leadership,Team Development,Conflict Management,andNegotiation Skills.Of course,

    all of the techniques discussed inProject Management Communication Tools and

    Techniques have direct applicability to Project Team Leadership.

    Core Team

    The Core Team is the group of individuals who have day-

    to-day responsibility for planning and managing the

    project activities. This is typically a cross-functionalgroup. The Core Team would consist of theCore Team

    Leader and theCore Team Member from each function

    that has a significant role in project execution. In my

    experience, Core Teams can vary in size from three to

    twelve members. The Core Team Leader

    forFocused projects often also wears the hat of a

    functional Core Team Member. ForFull-scale and

    Complex projects with greater complexity, the Core

    Team Leader position is usually a full-time individual who does not also represent a

    specific function.

    Core Teams are responsible for the detailed planning of a project. This includes the task

    planning, to include scope, schedule and resource planning for all project activities.

    Further the Core Team monitors the day-to-day project activities. When minor changes

    and tradeoffs must be made to the project plan and within the project boundaries, the

    Core Team has the authority to make those decisions. However, whenever their decision

    would cause the project to exceed one of it's overall boundaries, such as total budget,

    project completion date, or compliance to an external requirement, they should refer the

    final decision to the project sponsors or the PMO. Finally, the Core Team is collectively

    accountable for project success.

    http://www.projectmanagementguru.com/team.html#CoreTeamhttp://www.projectmanagementguru.com/team.html#matrixmgmthttp://www.projectmanagementguru.com/team.html#leaderhttp://www.projectmanagementguru.com/team.html#ctmemberhttp://www.projectmanagementguru.com/team.html#sitleaderhttp://www.projectmanagementguru.com/team.html#sitleaderhttp://www.projectmanagementguru.com/team.html#teamdevhttp://www.projectmanagementguru.com/team.html#conflicthttp://www.projectmanagementguru.com/team.html#negotiationhttp://www.projectmanagementguru.com/communication.htmlhttp://www.projectmanagementguru.com/communication.htmlhttp://www.projectmanagementguru.com/team.html#leaderhttp://www.projectmanagementguru.com/team.html#leaderhttp://www.projectmanagementguru.com/team.html#ctmemberhttp://www.projectmanagementguru.com/complexity.htmlhttp://www.projectmanagementguru.com/complexity.htmlhttp://www.projectmanagementguru.com/complexity.htmlhttp://www.projectmanagementguru.com/complexity.htmlhttp://www.projectmanagementguru.com/complexity.htmlhttp://www.projectmanagementguru.com/complexity.htmlhttp://www.projectmanagementguru.com/team.html#ctmemberhttp://www.projectmanagementguru.com/team.html#leaderhttp://www.projectmanagementguru.com/team.html#leaderhttp://www.projectmanagementguru.com/communication.htmlhttp://www.projectmanagementguru.com/communication.htmlhttp://www.projectmanagementguru.com/team.html#negotiationhttp://www.projectmanagementguru.com/team.html#conflicthttp://www.projectmanagementguru.com/team.html#teamdevhttp://www.projectmanagementguru.com/team.html#sitleaderhttp://www.projectmanagementguru.com/team.html#sitleaderhttp://www.projectmanagementguru.com/team.html#ctmemberhttp://www.projectmanagementguru.com/team.html#leaderhttp://www.projectmanagementguru.com/team.html#matrixmgmthttp://www.projectmanagementguru.com/team.html#CoreTeam
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    The outer ring of the diagram showing an illustration of a typical Core Team structure is

    the extended team, or full team members. These individuals are added to a project and

    removed from it based upon the current project activities. The individuals in this ring

    move from project to project or may be supporting multiple projects at any given time.

    These individuals are actively engaged in doing the project activities and the project

    cannot succeed without them. However, they typically do not play a major role in project

    planning and control of the project and are not held accountable for overall project

    success.

    Matrix Management

    Project teams can be formed within the business organization in several approaches.

    These include a projectized organization approach, a functional organization approach, or

    a matrix organizational approach. Many people today advocate for a matrix approach. The

    matrix has some advantages but it also has some disadvantages. Projects can be

    successful in any of the approaches, depending upon the nature of the project work and

    the goals for the project.

    The projectized organizational approach creates a dedicated project teams. In this case all

    project team members are assigned and report to the project leader. They do not support

    any other projects during the life of the project to which they are assigned. The advantage

    of this method is that aligns all of the project team members with the project goals and

    objectives. The disadvantages are that expertise developed on one project is not easily

    shared across other projects and that there may at times be ineffective use of resources

    depending upon the schedule of project activities. Some individuals may be sitting idlewaiting for predecessor tasks to complete. This approach is appropriate when either the

    project is truly stand-alone and there is no benefit for integration or best-practice sharing

    with other projects or when the project isExtreme in nature and the dedicated team is

    needed to quickly respond to changing circumstances.

    The functional organizational approach does not create a formal project team. Rather, the

    business management determines a project is needed and then each functional

    department does their portion of the project in an isolated fashion. Either a project

    sequence is determined and each function does their activity when it is their "turn," or a

    set of high level requirements are agreed to and each function completes their portion ofthe project based upon staff skills and availability. The advantages of this approach are

    that the functional leaders can ensure the project activities are completed by the person

    most qualified to do the work and it allows functional managers to balance their internal

    workload across their people. The disadvantages are that there is very little project

    accountability with regard to overall budget or schedule and if tradeoffs must be made

    between the functional requirements of two or more functions, the people doing the

    work have no authority to resolve the issue leading to delays and inadequate project

    deliverables.

    The matrix organizational approach was created to enable the achievement of theadvantages of both the projectized and the functional approaches. When this happens,

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    team members report to the functional manager or their function's Core Team Member.

    They do not report to the Project Leader.

    Project Team Leader

    The Project Team Leader is the individual with responsibility for ensuring that the project

    is planned and executed. The Project Leader does not do all the work of project

    management, that is shared among theCore Team Members.However, the Project Leader

    does ensure that the work of project management is carried out on the project. The

    Project Leader is normally the individual who leads the Core Team meetings and is

    normally the individual who speaks for the project in project review meetings with the

    PMO or senior management. The Project Leader is also the person responsible for

    maintaining the project plan and the current project status and any associated project

    management documentation or databases. Finally, the Project Leader needs to review all

    major project decisions to ensure they are in the best interests of the project objectives.

    When the Project Leader believes a decision is inappropriate, he or she must take action

    to change or elevate the decision.

    Over the years I have found that effective Project Leaders have mastered two vital aspects

    of project management. The first isRisk Management.The Project Leader must ensure

    that project risks are identified and analyzed, and not suppressed or overlooked. In

    addition the Project Leader should verify that risk response plans are established and

    implemented for all significant risks. The second aspect of project management that the

    Project Leader must do well isProject Communication.The Project Leader must manage

    the communication between the project team and stakeholders. In addition, the ProjectLeader must manage the communication between project team members. This can be

    very difficult when the project team members are not collocated.

    The role of Project Leader is hampered by the fact that, unless the project is organized in a

    projectized approach, many of the project team members will not report to the Project

    Leader. This means the Project Leader must rely on their personal leadership skills in

    addition to any positional leadership authority that the title "Project Leader" may grant

    them. I have found that the Hersey BlanchardSituational Leadershipapproach to be very

    effective for Project Leaders.

    Core Team Member

    The Core Team Member role can often be viewed as a mini-project leader for their

    respective function. In this capacity, they are responsible for identifying the necessary

    activities that must be done within their function to support the project activities. Once

    those activities are identified, the Core Team Member is responsible for the planning and

    execution of the activities. The Core Team Member may be the person executing the

    activities, or they may be providing oversight to other individuals in their function who are

    executing the activities. Those other individuals would be considered extended team

    members.

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    A key role for the Core Team Member is to be involved in the day-to-day decisions of

    project management, They need to be able to adequately represent the interests of their

    function in Core Team meetings and they need to be able to commit their function to

    action plans - including schedules and deliverables. To do this well, Core Team Members

    should be capable of doing risk identification and analysis with respect to their function.

    A problem I have seen in several organizations is that Core Team Members are selected

    based upon, "Who isn't doing anything right now?" rather than on their ability to

    represent the function on the Core Team. If an individual cannot be trusted to make wise

    decisions for their functional organization (within reasonable bounds) then they are not

    Core Team Member material.

    Situational Leadership

    The Situational Leadership approach developed by Paul Hersey and Ken Blanchard is an

    effective tool for project leaders to use when determining a leadership interaction style.

    Situational Leadership Theory can be applied in two different modes. One mode is for

    personnel development. In this mode the leader will have a long term relationship with

    the person being led - the follower, and the objective is to bring the follower to a point

    where they are highly capable and motivated. The other mode is the project mode. In this

    mode the leader expects to have a short relationship with the follower and the objective

    is timely and correct completion of project activities. I apply Situational Leadership in the

    second mode when working as a project leader. A key reason for changing leadership

    styles is to avoid over-leading or under-leading. Over-leading results in individuals feeling

    constrained, demeaned, and untrusted. Under-leading results in individuals feelingabandoned, insecure and confused.

    The key in Situational Leadership is to determine the readiness level of the followers.

    Readiness is classified into four categories based upon the followers motivation and

    ability to do the project activity that is assigned.

    - this person is not skilled at the assigned task

    and does not want to do the work or work on this project.

    - this person is eager to work on the project

    but is not proficient at the activities assigned.

    - this person is capable of doing the projectactivities but for personal or business reasons does not want to do the activities.

    - this person is capable and motivated.

    The Project Leader should respond to each individual

    situation be using a combination of task behavior and

    relationship behavior. Task behavior focuses on

    providing clear directions and guidance for the specific

    activities that are to be accomplished. Relationship

    behavior focuses on building an interpersonal bond

    between the Project Leader and the team member. Foreach of the follower Readiness levels, there is a

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    corresponding Leadership Style.

    - High Task, Low Relationship interactions - Provide clear directions

    and rigid accountability in order to get the person to expeditiously complete the project

    activity.

    - High Task, High Relationship interactions - Provide encouraging

    direction to both train the individual and maintain their high level of motivation, don't

    under-lead.

    rting - Low Task, Low Relationship interactions - Since this person is

    capable, you must focus on motivation. Relationship interactions will help to identify the

    underlying causes for lack of motivation and suggest ways to overcome them.

    ting - low Task, Low Relationship interactions - These individuals are

    budding superstars, so let them shine, don't over-lead.

    Project Team Development

    The project team development model that I find most useful is Tuckman's "forming,

    storming, norming, and performing." Although this model has been around for over 40

    years, I find that its relevance to project teams is as true now as when it was first

    articulated. Project teams are often quickly put together and populated with people of

    different skills, backgrounds, experiences, and bringing different expectations with them.

    It is often multi-disciplinary, multi-cultural, multi- generational, and many time in multiple

    locations. This diversity can lead to excellent project definition, planning and execution -

    but only if the team can develop teamwork.

    During the "Forming" stage, team members are being assigned and the teammembers are just trying to get acquainted. Soon the team progresses to the

    "Storming" stage as roles and responsibilities are assigned and arguments

    over activities, standards, and "turf" often are exposed. The project team

    should begin to resolve these issues and move into the "Norming" stage

    where they have agreed on activities, standards and levels of responsibility.

    As the team gains confidence in working with each other, trust develops and

    the team moves to the "Performing" stage.

    One reason this model works so well for understanding team dynamics is

    that project teams are often unstable. The team membership changes during the life ofthe project. As activities are completed and new ones started, the roles and relationship

    between team members may change. As a project progresses through different phases,

    the standards of performance may change. From a team perspective this means that

    project teams will travel up and down the sequence of stages frequently. When a project

    team suddenly finds itself in the midst of conflict they should not view that as a team

    failure, it is just a cycling of the team dynamics throught the team stages based upon the

    changing project and business context. It means that once again the team must work

    through some conflict to establish new norms and again reach for high performing status.

    Project Team Conflict Management

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    A technique that I have found useful for resolving team conflict is the application of the

    GRPI model of project teams. This technique has gained broad acceptance within the Six

    Sigma community for its ability to guide the team in a quick and easy approach for

    developing a project plan that is applicable to small projects. In the GRPI model, project

    development goes through four stages:

    - Goals: the goals of the project are agreed to by the team.

    - Roles: the roles and responsibilities of each team member are determined.

    - Processes: the actual project processes or activities are defined, estimated, and

    planned.

    I - Interpersonal: as the project unfolds, everyone begins to work together and the

    interpersonal relationships are established and strengthened.

    I use this model for conflict management by working from the bottom up. If conflict arises

    on the team, I first see if there is any interpersonal issue. If so, we work on resolving thatissue. However, I always check the next higher level to see if the problem goes deeper into

    the project. Moving up a level, I check to see if there is a difference of opinion on what

    activities we should do or how they should be done. If that is the problem, we resolve that

    issue and usually the Interpersonal relationships are re-established. If there are Process

    problems I always look further up to see if there are problems with the assignment of

    roles and responsibilities. Once those are resolved, the responsible person can then make

    decisions about the processes and the interpersonal relationships are re-established. If

    there are problems with the roles, I always check to ensure the team is aligned on the

    project goals. If there is mis-alignment on goals, that must be resolved before we can evenbegin to create and execute a viable plan. Often if the issues is goal alignment, the

    stakeholders must be brought in to align the team members on the project objectives.

    Project Team Negotiation

    Virtually all projects are under some type of constraint. The constraint may be time, it

    may be resources, it may be regulatory/compliance, it may be technical limitations. These

    constraints lead to the necessity to balance conflicting demands on the project. This then

    leads to the need for effective negotiations between the Core Team Membersin order to

    optimize the project and business performance.

    The Thomas-Kilmann Model provides a

    suggested negotiation strategy for

    different conflict contexts. Based upon

    the desire to retain the relationship

    between team members and need for

    achieving a solution with a high degree

    of technically efficacy, different

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    negotiation strategies are suggested. I recommend that the Project Leader be very familiar

    with this model and prepared to apply it whenever it appears that some goal or attribute

    of the project will need to be negotiated. Obviously collaborative approaches are often

    desired, but they may take a long time to reach a satisfactory solution. And sometimes

    there is no viable collaborative solution. In that case, the Project Leader must help thevarious team members decide which aspect of the team dynamic is most important at this

    time and implement the appropriate strategy.

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    What Is a Next Level Team?

    Taking your team to the Next Level builds a team that

    1. Is a highly skilled, interactive group of people that uses the ideas and

    motivation of all team members

    2. Uses information sharing to build high levels of trust and responsibility

    3. Uses clear boundaries to create the freedom and responsibility to

    accomplish tasks in an efficient manner

    4. Makes effective use of the time and talents of team members and their

    team leader

    5. Uses self-managing skills to make team decisions and generate great

    results for the team, its members, and the organization.8

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    lii, fo wduib ao rospd`smaio jdr gdiiogtm`h tfo m`jdrkltmd`, wrmtm`h tfo lrtmgios,

    tlem`h pmgturos, wdrem`h wmtf tfo prm`tor, l`b klmim`h tfo `owsiottor td tfoo`tmro wdrejdrgo. Rfo kl`lhor wls tokptob td hmvo Amii l `ukaor (fo joit to` plhos

    wduib ao tfo imkmt) aut m`stolb hlvo fmk l giolr porjdrkl`go dacogtmvo. Fo slmb,

    Amii, wrmto wfltovor fls td ao wrmtto` td lboqultoiy gdkku`mglto td tfo podpio d`

    tfms prdcogt, l`b mj mt hots tdd amh, Mii toii ydu.

    Amii iojt tfo djjmgo wmtf `ow o`orhy l b o`tfusmlsk l b aohl` td wdre d` mkprdvm`h

    tfo `owsiottor. _sm`h fms m`ho`umty, fo sdimgmtob foip jrdk dtfors d` fms tolk l`b

    d` tfo prdcogt3 tfo hrlpfmg lrtmst, tfo smto pfdtdhrlpfor, tfo lgtmvmtmos

    gddrbm`ltdr, grljtsko` m` tfo jmoib, l`b dtfors. Xmtfm` to` kd`tfs, tfoy flb trl`sjdrkobtfo `owsiottor m`td l tfmrty-twd-plho klhlzm`o l`b tfo kdst rospogtob gdkku`mgltmd`

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    tddi d` tfo prdcogt. Mt wls sd m`jdrkltmvo l`b hlm`ob sd kugf rospogt tflt tfo

    prdcogts dw`or, tfo oiogtrmg utmimty, aohl` roquostm`h omhfty-omhft gdpmos

    olgf kd`tf jdr mts adlrb dj bmrogtdrs.

    3

    Ls l kokaor dj tfo kl`lhors tolk, Amii wls hmvo` juii rospd`smamimty jdr tfo

    ojjogtmvo`oss dj tfo smtos `owsiottor. M` tur`, Amii sdimgmtob tfo foip dj fms

    joiidw tolk kokaors. Ls tfoy hlm`ob gdkjdrt wmtf tfomr `owjdu`b rospd`smamimty

    l`b lutfdrmty, tfoy aohl` td oxpormko`t kdro l`b kdro, mkprdvm`h tfo `owsiottor

    smh`mjmgl tiy l`b uitmkltoiy groltm`h tfo smtos kdst mkpdrtl t gdkku`mgltmd`

    tddi.

    M` tfms glso, boiohltm`h gdkpioto dw`orsfmp l`b rospd`smamimty td Amii l`b tfo

    dtfor tolk kokaors groltob l hrolt `owsiottor l`b l hrolt rosuit.

    YTDP^CAGP ^A @AGPCND[

    [eihab ylur tde tl tgd Adxt Cdvdc

    M` tfo ladvo oxlkpio, wo oxpilm`ob fdw Amii l`b tfo dtfor tolk kokaors woro hmvo`

    oxpl`bob rospd`smamimty l`b lutfdrmty td kleo bogmsmd`s ladut tfo `owsiottor. Jdr

    oxlkpio, tfoy

    Bogmbob fdw kl`y plhos tfo owsiottor sfduib gd`tlm`

    Bogmbob tfo gd`to`t dj tfo owsiottor Xoro rospd`smaio jdr gd`trdiim`h tfo `owsiottors aubhot

    Gduib arm`h m` dtfors td foip wmtf lrtmgios l`b pmgturos

    L`sworob lii m`qumrmos rohlrbm`h tfo `owsiottor

    Bogmbob fdw kl`y fdurs tfoy sfduib wdre td lgfmovo tfo bosmrob rosuits

    Rfm`em`h ladut tfms oxlkpio, fdw gduib ydu l`b ydur tolk kokaors kleo hddb uso dj

    oxpl`bob lutfdrmty l`b kdro bmrogt dw`orsfmp dj ydur tlses4 Xflt bogmsmd`s bdos

    ydur suporvmsdr kleo dw tflt gduib ao klbo ay ydur tolk4

    21

    @OVR IOZOI ROLKW L@B RFO IOLBOQW QDIOEcsthrclbmmy, kolcschjs nhr kby-th-kby whrd bjk hvorbmm rosphjscicmcty nhr

    teo sulloss hn b whrd grhup ebvo rostok wcte teo mobkor. [ecs wbs hjo hn teo

    lmobr oxpoltbtchjs hn teo mobkors rhmo. Mobkors iolb`o lh`nhrtbimo wcte tecs

    rosphjscicmcty, cj nblt, pmblcjg ecge vbmuo hj tecs oxorlcso hn phwor.

    Bkkctchjbmmy, terhuge `hst hn teo mbst lojtury, lortbcj `bjbgo`ojt teohrcos tbuget

    tebt whrdors whumk jht bllopt rosphjscicmcty bjk, cj nblt, whumk biuso tc`o cn

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    mont ujsuporvcsok. Bs b rosumt, mobkors woro oxpoltok th lmhsomy suporvcso

    teocr pohpmo bjk lortbcjmy jht komogbto rosphjscicmcty nhr whrd kolcschjs.

    \h weoj wo tbmd bihut secntcjg kolcschjs lmhsor th teo phcjt hn bltchj bjk puttcjg

    teo` cj teo ebjks hn teo tob`, tecs lhjtrbkclts teo trbkctchjbm rhmo hn teo mobkor.

    Hjo hn teo prc`bry quostchjs hn `bjbgors, suporvcshrs, bjk tob` mobkors cs, Webt

    wcmm `y rhmo io cj tecs jow ojvcrhj`ojt8 Cn `y tob` tbdos hj `hro hn teo kby-th-

    kby whrd kolcschjs, webt wcmm C kh8

    Cj phcjt hn nblt, komogbtcjg kbcmy tbsd kolcschjs bltubmmy ojebjlos teo rhmo hn

    teo mobkor, bs womm bs teo rhmo hn teo tob` `o`iors. [eo mobkor lbj tbdo hj jow

    tbsds, pbrtclumbrmy tehso tebt soo` th got sckomcjok cj nbvhr hn teo `hro

    c``okcbto kbcmy kolcschjs. Hjo `bjbgor oxpmbcjok eor bpprolcbtchj nhr Joxt

    Movom [ob`s iy stbtcjg, Komogbtcjg lortbcj kby-th-kby kolcschjs bjk tbsds th teo

    tob` ebs bmmhwok `o th lhjlojtrbto hj cssuos hn strbtogcl c`phrtbjlo th hur

    kopbrt`ojt.[hh `ule hn eor tc`o ebk iooj spojt ncgetcjg ncros. Jhw, wcte teo tob s

    bicmcty th ncget teo ncros, seo tbldmok jow tbsds wcte grobtor phtojtcbm th bkk

    vbmuo.

    [h ujkorstbjk teo phsctcvo c`pblt b Joxt Movom [ob` ebs hj cts mobkor, lhjsckor

    webt b tob` mobkor `cget io bimo th kh cn eo hr seo ebk bj oxtrb twh ehurs cj teo

    whrdkby th spojk hj hteor bltcvctcos. Cjkook, wo ebvo bsdok tecs quostchj th `bjy

    mobkors, bjk sh`o hn teo rosphjsos wo eobr cjlmuko