1. 1EAI Confidential
Epson Team Leadership Toolkit
An unwavering commitment to drive innovation and performance
EPSON
INNOVATION
ENGINEVersion 1.0 – January, 2016
2. Project Team Management Processes
Plan
Project Team Needs
Acquire
Project Team
Develop
Project Team
Manage
Project Team
• Identify and document
project roles,
responsibilities, required
skills, and reporting
relationships
• Develop team building
strategies
• Identify training needs
• Develop reward and
recognition plans
• Confirm staff availability
• Acquire the team
members
• Negotiate for staff
• Identify alternative
personnel if needed
• Improve team member
competencies,
interaction, and team
environment
• Provide challenges
• Provide timely feedback
• Facilitate communication
• Manage conflicts
• Track team member
performance
• Provide timely feedback
• Resolve issues
• Manage team changes to
optimize project
performance
Alignment with
problem-solving
phases (DMAIC)
The team management and problem-solving processes are presented as discrete elements with well-defined interfaces.
In practice, these phases overlap and interact with one another as activities are completed and new ones started.
Define Measure Analyze Improve Control
Source: Project Management Body of Knowledge (PMBOK)
3. Stages of Team Development
Forming Storming Norming Performing
• High dependence on
leader
• Uninformed of details
• Responsibilities unclear
• Act independently – not
as a team
• Begin to learn about the
project and work
together
• Question project goal
• Competition/power
struggles
• Conflict between
members’ different work
styles
• High emotions/stress
• Develop commitment to
project goal
• Begin to work as a team
– reconciliation
• Roles and responsibilities
established
• Members develop
tolerance
• Relief, lowered anxiety
• Motivated and
knowledgeable
• Demonstrations of
interdependence/support
• Healthy system
• Ability as a team to
effectively produce
• Balance of task and
process orientation
• Take lead
• Clear goals and
expectations
• Consistent instructions
• Quick response
• Reaffirm vision, goals,
roles, and expectations
• Acknowledge and
confront difficulties
• Establish processes and
structures
• Develop relationships
between members
• Emphasize tolerance
• Facilitate and enable – let
the team do the work
• Recognize individual and
group efforts
• Provide learning
opportunities and
feedback
• Monitor energy of the
group
• Guide from the side,
minimal intervention
• Encourage group
decision-making and
problem-solving
• Provide opportunities to
share learning across
teams
It takes time for a team to develop to its full potential. As a team matures, it generally evolves through four stages:
forming, storming, norming, and performing (Bruce Tuckman model). Understanding these phases and how to manage
them can help a team leader guide the team to peak performance.
CharacteristicsStrategies
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4. Project Brief with Team Rules (Charter) Team Motivation
Sets up policies and guidelines
which a group establishes that
determines how team
members act and work
together.
Unlocks the team’s potential
and keeps team members
engaged, motivated, and
inspired by tailoring the
motivational approach to each
team member.
Meeting Facilitation Giving Feedback
Plans, guides, and manages
group events in order to
maximize team effectiveness
and assist the team in meeting
the project objectives.
Provides feedback about team
members’ performance in
order to support positive
performance and improve
performance where necessary.
Conflict Resolution Lessons Learned
Resolves conflicts in a
cooperative way so that the
team or individual can refocus
on carrying out the project
tasks.
Identifies, records, and
disseminates lessons learned
during a project that might be
of value on other projects and
for the organization.
Our Core Team Leadership Skills & Tools
5. Project Brief with Team Rules (Charter)
Why use this tool?
To clearly define and gain agreement on the expected project outcome and establish policies, guidelines,
and procedures to define the way the team will work together.
What benefits you can expect?
• Clarify team expectations
• Reinforce team objectives
• Establish guidelines for proper
behavior
• Establish how issues/conflicts will
be resolved
• Improve team dynamics
Recommendation
• Append the Team Rules (or
Charter) to the Project Brief
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6. Facilitation Techniques
Why use these tools?
To plan, guide, and manage a group (including the group format, environment, ground rules,
agenda, activities, issues, and follow-up) to ensure that the group meets its objectives.
What results you can expect?
• Increase productivity
• Save time and money
• Increase team member
participation
• Improve team communication
• Resolve/reduce conflicts
• Improve the quality of decisions
• Improve commitment to team
decisions
• Reduce team member stress
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7. Conflict Resolution
Why use this tool?
To resolve conflicts in a cooperative way while maintaining mutual respect and understanding.
What results you can expect?
• Resolve issues more quickly
• Create better solutions
• Improve team harmony
• Increase team morale
• Strengthen relationships
• Reduce individual and team
tension
• Increase understanding of others
knowledge
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8. Team Motivation
Why use this tool?
To unlock the team’s potential and keep team members engaged, motivated, and inspired by
tailoring the motivational approach to each team member.
What results you can expect?
• Develop a high-performing and
purpose-driven team
• Understand team members’ extrinsic
and intrinsic motivators
• Create a positive work environment
aligning individual and team’s goals
• Eliminate or reduce sources of
dissatisfaction
• Improve team members’ satisfaction
and enjoyment from working on the
project
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9. Giving Feedback
Why use this tool?
To provide feedback about a team member’s current behavior/performance to enable him or her to
maintain or improve behavior/performance.
What results you can expect?
• Improve team member
performance
• Reinforce positive behavior
• Reduce confusion about
expectations
• Improve productivity
• Align behavior with the company’s
expectations
• Promote personal growth
• Improve employee retention
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10. Lessons Learned
Why use this tool?
To identify and record insights (e.g. issues encountered, action taken, results achieved, key points
learned) gained during a project that can be of use on other projects and for the organization.
What results you can expect?
• Identify best practices
• Identify practices to avoid
• Improve future productivity
• Reduce future costs
• Provide feedback to be used on
future projects
• Increase team harmony on future
projects
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11. Sources
Topic Link
Project Team Management Processes https://www.youtube.com/watch?v=6c1Lty1Sl4E
Stages of Team Development
https://www.youtube.com/watch?v=7jeNJScvS4M
https://www.mindtools.com/pages/article/newLDR_86.htm
Project Brief with Team Rules (Charter)
https://www.youtube.com/watch?v=6UxZ_e2RQtU
https://www.mindtools.com/pages/article/newTMM_95.htm
Facilitation Techniques
https://www.youtube.com/watch?v=C0s85huv1AE
https://www.mindtools.com/pages/article/RoleofAFacilitator.htm
Conflict Resolution
https://www.youtube.com/watch?v=xDycuKX6VFc
https://www.mindtools.com/pages/article/newLDR_81.htm
Team Motivation
https://www.mindtools.com/pages/article/motivating-your-team.htm
https://www.youtube.com/watch?v=qUcbypFbFog
Giving Feedback
https://www.youtube.com/watch?v=tnSE-Cuxp40
https://www.mindtools.com/pages/article/newTMM_98.htm
Lessons Learned
https://www.youtube.com/watch?v=DBUqW_ek4hI
https://www.mindtools.com/pages/article/newPPM_74.htm
