Team Process Review Exercise


effective meeting

Most teams have challenges when it comes to ensuring optimal collaboration and effectiveness during meetings. It is true that many people are not fond of meetings and the list of pet peeves include that meetings are too long, do not reach any outcomes or agreements, are one-way conversations etc.  The tool I am sharing today can help teams become more aware of their particular downfalls and habits which contribute to having less effective meetings.

The Team Process Review Exercise requires the assignment of an observer to help make behaviors, team dynamics, habits and meeting inefficiencies visible to the team by simply observing them during a meeting. The assigned observer can be a team member (rotate the assignment to other team members for multiple team meeting observations) or it can be a trusted outsider (typically from Human Resources or Training & Development). The resource includes a template for the assigned observer to use when capturing impressions of the team during a meeting. The process of capturing observations, presenting observations and dealing with observations as a team is also described in the shared resource.

Team Process Review Exercise resource link.

Reflections:

  • The process is not that unusual – most experienced Organization Development experts have their own version of the attached process and tool. It does not really matter which specific questions are considered for observations or how exactly the team receives the feedback, the important part is to give the team a way to see themselves through the eyes of someone who is not participating in the meeting and thereby learning about themselves. The feedback information can be used for team improvements and also for individual learning. Individuals can learn how their own behaviors are contributing to team successes or inefficiencies and have the opportunity to consciously choose helpful behaviors going forward.
  • Typical team actions following the use of this process are: having a concise set of team meeting rules which is either permanently displayed in the team meeting room or displayed on a screen at the start of each meeting to remind them of the behaviors they have decided to emphasize or eliminate in team meetings; implementing specific roles such as for example a time-keeper for each meeting to ensure that meetings, discussions and agenda topics are not dragged out too long and that an additional meeting be set instead to complete some topics which were too complicated to solve during a regular team meeting.
  • If you have used team measurement tools on a team you may also have a session where the team becomes aware of the likely blind-spots it may have due to the presence of specific personalities and styles in that team (based on the specific team effectiveness tool you have used with the team). The sum of the individuals present in meetings can lead to the greater team having specific blind-spots, which can be mitigated once the team becomes aware of them and are able to take actions (i.e. assign someone to take on a specific role which may be “missing ” in the team due to its specific contingent of members).
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