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The Prime Directive. How To Charter Your Team Best (With LEGO Serious Play)

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Team chartering is generally used at the start of a project only, and team charters tend to be quite general and abstract.

In this hands-on session of Agile Cambridge Conference 2015, we will use the 'Lego Serious Play' method to develop a team-specific team charter, which fits individual team goals and can be adapted continuously.

Published in: Leadership & Management
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The Prime Directive. How To Charter Your Team Best (With LEGO Serious Play)

  1. 1. www.plays-in-business.com The Prime Directive How To Charter Your Team Best (With LEGO Serious Play) Michael Tarnowski Oveja: https://www.flickr.com/photos/oveja59/3755115126/
  2. 2. www.plays-in-business.com Star Trek – Prime Directive (March 1968 episode "Bread and Circuses“) Oveja: https://www.flickr.com/photos/oveja59/3755115126/ No identification of self or mission. No interference with the social development of said planet. No references to space or the fact that there are other worlds or civilizations.
  3. 3. www.plays-in-business.com What is a TEAM? What is a TEAM? 드림포유: https://www.flickr.com/photos/124961070@N02/14485059353/ Team “A team is a group of people with different abilities, talents, experience, and backgrounds who hold each other accountable for a common purpose to produce a specific outcome. ” Team = Accountability + Diversity + Purpose
  4. 4. www.plays-in-business.com What is a Team Charter? Team Charter – Get the Team Off to Start Great Gage Skidmore: https://www.flickr.com/photos/gageskidmore/8554349485/ Team Charter A plan how the team will work together. An agreement to set values, achievable protocols for the team. Defines purpose, tasks, scope and the Team will operate. Prime Directive Summary clothed as motto.
  5. 5. www.plays-in-business.com What is a Team Charter? Team Charter – Get the Team Off to Start Great Gage Skidmore: https://www.flickr.com/photos/gageskidmore/8554349485/ Team Charter Shows support and commitment. Sets team direction. Provides agreements and clarity. Structures and ensures an effective Identifies roles. Outlines boundaries and scope. Sets resources. Improves productivity, and likelihood of outcome. “Charter” is borrowed from the British, where the sovereign granted rights or privileges to an individual.
  6. 6. www.plays-in-business.com Elements of a Team Charter Elements of a Team Charter “WHY? - HOW? - WHAT? - WHAT NOT? - WHO? - WOW! Glyn Lowe: https://www.flickr.com/photos/glynlowe/6400366303/ Mission Statement — WHY: reason the team exists. Values — HOW: team does business, treats others. Norms — HOW: team interacts, makes decisions, resolves conflicts, and relays information. Goals — WHAT: measurable team outcome/ performance, benchmarks towards constant improvement. Scope — WHAT NOT: within and outside the scope of the team. Roles, Responsibilities, and Strengths — WHO: each member’s contribution, unique skills and strengths. Fun Events — WOW: celebrate Success & Failures.
  7. 7. www.plays-in-business.com Mission Statement Mission Statement NASA Goddard Space Flight Center: https://www.flickr.com/photos/gsfc/6235601532/ Essence WHY the team exists. Mission is an extension of the team’s It expands the purpose, with a broadly Reason for the team’s existence Alignment to core business activities Project or department mission Why team come to work
  8. 8. www.plays-in-business.com Goals Goals Jochen Frey: https://www.flickr.com/photos/jof/263652571/ WHAT: measurable team outcome/ performance, benchmarks towards constant Goals: desired result based on success criteria determined by the team. 1. Product-oriented: work plan goals 2. Process-oriented: improvement goals
  9. 9. www.plays-in-business.com Values Values Leah Gregg: https://www.flickr.com/photos/simonehudson/2140011903/ HOW: approach, team does business, treats others. Grounds operational Norms Constitutes Team’s Belief system Fundament of intrinsic motivation Basis for Empowerment Foundation of Improvement Agile Values Culture of Safety and Confidence Culture of Innovation Encouraging small Innovations Let the Team innovate
  10. 10. www.plays-in-business.com Norms Norms FaceMePLS: https://www.flickr.com/photos/faceme/7228150356/ HOW: team govern itself, make decisions, resolve conflicts, communicate, and Code of conduct and safe environment Decision making guidelines Conflict resolution process Improvement / Change guidelines Internal and external communications Meeting guidelines Team additions/terminations Workload distribution
  11. 11. www.plays-in-business.com Scope Scope auntneecey: https://www.flickr.com/photos/28726735@N08/19194832870/ WHAT ELSE: within and outside the scope of the team. Scope and limits of formal authority. Area of influence or what it may do with Shared responsibilities or areas in which are expected to initiate action to support
  12. 12. www.plays-in-business.com Roles, Responsibilities Roles, Responsibilities Michael Cardus: https://www.flickr.com/photos/create-learning/3885371507/ WHO: overview of each team member’s contribution. Functional by profession, e.g.: Architect, UX Designer, Developer, Scrum Non-Functional by team character, e.g.: Encourager, Harmoniser, Compromiser, Gatekeeper
  13. 13. www.plays-in-business.com Strengths & Skills Strengths & Skills michael davis-burchat: https://www.flickr.com/photos/curious_e/9665154690/ WHICH: overview of each team member’s unique skills and strengths. Who has skill/strength XYZ? What are your overall strengths as a team?
  14. 14. www.plays-in-business.com Weaknesses & Risks Weaknesses & Risks Nicolas Raymond: https://www.flickr.com/photos/80497449@N04/8677736772/ WHICH: do the team lack? What skills/competencies do the team What infrastructure/technology do the
  15. 15. www.plays-in-business.com Fun Events - Celebration Fun Events John Haslam: https://www.flickr.com/photos/foxypar4/2153422313/ WOW: Celebrate Success & Failures! Use shared Ceremonies, Parties, and Fun Team Building Building and Strengthening Working Individual Relaxing Building Empathy
  16. 16. www.plays-in-business.com Aggregate Prime Directive Prime Directive = Sum of all Andy Rennie: https://www.flickr.com/photos/andrewrennie/4368167619/ Mission + Goals + Values + Norms + Scope + Roles + Celebration _______________________ = Prime Directive
  17. 17. www.plays-in-business.com Team Phases Team Phases (Tuckman, 1975) “Forming – Storming – Norming - Performing” Pascal: https://www.flickr.com/photos/pasukaru76/6483706465/ Forming: testing to establish boundaries, politeness and dependency. Storming: conflict and polarization around personal issues. Clarity of purpose there still are numerous uncertainties. Norming: agreement, consensus, oneness in goal with some personal goals Performing: clarity of purpose. The team is more strategically aware Adjourning: completing the task and breaking up the team (“Mourning”). Forming Storming Norming Performing Adjourning
  18. 18. www.plays-in-business.com Team Phases S. Yevtushenko: Models for forming teams, Slideshare.net
  19. 19. www.plays-in-business.com Quality & Acceptance Criteria for Team Charter Quality and Acceptance Criteria for Team Charter Hector Alejandro: https://www.flickr.com/photos/hectoralejandro/5226868443/ Clear & Understandable: Clear definition of terms, even blurred once. No jargon or buzzwords – clear terminology everyone. No adverbs – use verbs instead. Short: Short sentences and descriptions. Phrase actionable. Measurable: define goals SMART: Specific, Measurable, Achievable, Relevant, Time-framed. Adapt the Team Charter regularly: “A Team Charter is not made from stone”
  20. 20. www.plays-in-business.com https://www.flickr.com/photos/blues muse/35186204/ https://www.flickr.com/photos/pmarkham/15993868497/ Create Your Prime Directive with LEGO Serious Play Wolfgang Lonien, https://www.flickr.com/photos/wjlonien/11027445953
  21. 21. www.plays-in-business.com Rob Young, https://www.flickr.com/photos/rob-young/2934479060/ What is LEGO® Serious Play®? Facilitated workshop method for Strategic Decision Making and Problem Resolution in Business Environments. Fits best when problem is unclear and solution totally unknown.
  22. 22. www.plays-in-business.com Team Chartering with LEGO Serious Play Why LEGO Serious Play? kreezzalee, https://www.flickr.com/photos/repoort/2579139642 „Constructive Thinking“ with Hands. Metaphorical Storytelling. High Emotional Engagement and Commitment of participants. All participants are highly communicatively involved. Everyone shares her opinion. Decisions and Next Steps are agreed by all participants.
  23. 23. www.plays-in-business.com Team Chartering – The Game Team Chartering – The Game LEGO Serious Play workshop by Plays-In-Business The Game Small Group Facilitation: <30 part. For all participants run all - rounds: For each round: building models: 03min (for all part.) communication: +90min (3min/part.) 95min (total) Large Group Facilitation: >30 part. Each table (≈ 12 part.) gets one of the . For each table: building models /: 03min (for all part.) communication /: +36min (3min/part.) building model : +03min (for all part.) communication : +36min (3min/part.) 74min (total) visiting other results: +16min (total) 90min (total)
  24. 24. www.plays-in-business.com Team Chartering – The Game Team Chartering – The Game LEGO Serious Play workshop by Plays-In-Business Gaming Material Each table: 1 Game Setup 1 Gaming instructions -
  25. 25. www.plays-in-business.com The Game Setup The Game Setup Paul Hudson: https://www.flickr.com/photos/pahudson/7142817105/ Your Setup You are a fresh member of a newly built the Ω corporation. Team objective is to develope the „Hello The business vision of Ω corporation is to market share of Google within the next 5 new app. The Ω corporation is inclined to self- employees. Your Task Create a team charter for your Ω by following - .
  26. 26. www.plays-in-business.com https://www.flickr.com/photos/blues muse/35186204/ https://www.flickr.com/photos/pmarkham/15993868497/ Quality and Acceptance Criteria for Team Charter Wolfgang Lonien, https://www.flickr.com/photos/wjlonien/11027445953 Clear & Understandable: Clear definition of terms, even blurred onces. No jargon or buzzwords – clear terminology everyone. No adverbs – use verbs instead. Short: Short sentences and descriptions. Phrase actionable. Measurable: define goals SMART: Specific, Measurable, Achievable, Relevant, Time-framed. Adapt the Team Charter regularly: “A Team Charter is not made from stone”
  27. 27. www.plays-in-business.com What is a TEAM? What is a TEAM? 드림포유: https://www.flickr.com/photos/124961070@N02/14485059353/ Team “A team is a group of people with different abilities, talents, experience, and backgrounds who hold each other accountable for a common purpose to produce a specific outcome. ” Team = Accountability + Diversity + Purpose
  28. 28. www.plays-in-business.com Team Charter – Get the Team Off to Start Great Team Charter – Get the Team Off to Start Great Bill Ward: https://www.flickr.com/photos/billward/3640804566/ Team Charter Shows support and commitment. Sets team direction. Provides agreements and clarity. Structures and ensures an effective Identifies roles. Outlines boundaries and scope. Sets resources. Improves productivity, and likelihood of outcome. Prime Directive Summary clothed as motto.
  29. 29. www.plays-in-business.com Elements of a Team Charter Elements of a Team Charter “WHY? - HOW? - WHAT? - WHAT NOT? - WHO? - WOW! Pascal: https://www.flickr.com/photos/glynlowe/6400366303/ Mission Statement — WHY: reason the team exists. Values — HOW: team does business, treats others. Norms — HOW: team interacts, makes decisions, resolves conflicts, and relays information. Goals — WHAT: measurable team outcome/ performance, benchmarks towards constant improvement. Scope — WHAT NOT: within and outside the scope of the team. Roles, Responsibilities, and Strengths — WHO: each member’s contribution, unique skills and strengths. Fun Events — WOW: celebrate Success & Failures
  30. 30. www.plays-in-business.com Create Team Mission Statement  Build a LEGO model for the Mission Statement: “What is the the Essence of a Team?” Pascal: https://www.flickr.com/photos/pasukaru76/6483706465/ Mission Statement Reason for the team’s existence Alignment to core business activities Project or department mission Why team come to work
  31. 31. www.plays-in-business.com Create Team Mission Statement  Build a LEGO model for the Team Values: “What is the Team’s Belief System?” Ale Art: https://www.flickr.com/photos/amecoli/8350235893/ Team Values Approach how the Team is doing treats others.
  32. 32. www.plays-in-business.com Create Team Goals  Build a LEGO model for the Team Goals: “What does the Team achieve?” Rufus Gefangenen: https://www.flickr.com/photos/rufo_83/5827270328/in/faves-58564123@N05/ Team Goals What outcomes the team wants to What are the short term and long term SMART (Specific, Measurable, Relevant, Time-framed)
  33. 33. www.plays-in-business.com Agree Ground Rules  Build a LEGO model for the Norms Simon Zirkunow: https://www.flickr.com/photos/bluesmuse/35186204/ Guiding Principles To collaborate within the Team To work with external Partners, Organisations. To solve Conflicts. team govern itself, make decisions, communicate, and improve.
  34. 34. www.plays-in-business.com Understand Diversities  Build a LEGO model of what yourself can do best – Not necessarily professional. JD Hancock: https://www.flickr.com/photos/jdhancock/13026748024/ Group Diversity & Skills Diversity of the team members skills and Diversity of personal backgrounds. Diversity of personal strength &
  35. 35. www.plays-in-business.com  Strengths & Skills — Weaknesses & Risks Josh Wedin: https://www.flickr.com/photos/38446022@N00/8242158779/ WHICH: are each team member’s unique skills and strengths? Who has skill/strength XYZ? What are your overall strengths as a team? WHICH: do the team lack? What skills/competencies do the team What infrastructure/technology do the
  36. 36. www.plays-in-business.com Agree Individual Team RolesTeam Roles What various Roles, Responsibilities, and Team needs? Functional by profession, e.g.: Architect, UX Designer, Developer, Scrum Master, etc. Non-Functional by team character, e.g.: Encourager, Harmoniser, Compromiser, Observer,  Build a LEGO model of needed Team Roles JD Hancock: https://www.flickr.com/photos/jdhancock/14191993919/
  37. 37. www.plays-in-business.com Agree Ground Rules  Build a LEGO model of Events To Celebrate Janet: https://www.flickr.com/photos/13698839@N00/10403039754 Celebration Create a list of Fun Event ideas to build Team’s working relationships. Success & Failures!
  38. 38. www.plays-in-business.com Aggregate Prime DirectiveMission + Goals + Values + Norms + Scope + Roles + Celebration _______________________ = Prime Directive  Prime Directive = Sum of all “Aggregate all results from  - “ Andy Rennie: https://www.flickr.com/photos/andrewrennie/4368167619/
  39. 39. www.plays-in-business.com https://www.flickr.com/photos/pmarkham/15993868497/ Collect all Findings in a Team Charter Canvas
  40. 40. www.plays-in-business.com Twitter: @M_Tarnowski, @PlaysInBusiness Facebook: http://bit.ly/PiB-FB LinkedIn: http://bit.ly/MT-LinkdIn Xing: http://bit.ly/MT-Xing SlideShare: http://bit.ly/MT-SShare Or call me: +49-172-6915261 • +49-611-2056820 (cell phone/mobile) (regular phone) Drop me a note: info@plays-in-business.com This document may be further distributed free-of-charge in its original, complete form only. Please credit Plays-in-Business.com. All images used are – if not stated otherwise – taken from flickr.com under Common Creative License. Julien GONG Min, https://www.flickr.com/photos/bfishadow/3634884928/
  41. 41. www.plays-in-business.com  Trained LEGO Serious Play Facilitator  Trained Innovation Games Facilitator  Management 3.0 certified Facilitator  Certifed Scrum Master, Agile Coaching  ISO 15504/Automotive SPiCE Assessor  Requirements Engineering & Management consultancy  Quality Assurance & Management consultancy  Project Management & Configuration Management consultancy ISO 15504 Assessor Industrial Sectors: Automotive, Finance, Logistics & Public Transport, Defence & Aerospace, Aviation & Air Traffic, Management Plays-In-Business.com Plays-In-Business.com • Fritz-Kalle-Str. 4 • D-65187 Wiesbaden • Fon: +49-172-6915261 • Fax: +49-3212-1312401 info@plays-in-business.com • www.plays-in-business.com Julien GONG Min, https://www.flickr.com/photos/bfishadow/3634884928/

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