The document outlines a team planning worksheet for addressing a business problem involving delayed customer orders in the logistics function. It provides profiles for potential team members from different departments and their roles. A communication plan, steps for solving the problem, and strategies for delegating tasks and resolving conflicts are also included.

1. 1
Team Planning Worksheet
Name
Paget Reid
Part 1: Selection of Team Members
Part 2: Selected Team Member Profiles
Name
Current
Department
Reasons for Including the
Functional Area in the
Organizational Team
Role of the Individual in the
Team

2. Valerie
Smalls
Marketing and
sales, VP of
marketing
Marketing helps the company
understand consumer requirements
and behavior. This information is
utilized by the marketing team to
generate sales and improve
customer satisfaction. An executive
from marketing is adept at
gathering and analyzing data about
customer requirements and can
help identify the opportunities for
improvement in a company. They
can also engage and communicate
with a customer and help build
lasting relationships.
Valerie is known to be a

3. good communicator with an
ability to adapt to changing
situations. She will be
responsible for handling
customer communications
and will work with customers
to identify alternate means of
solving the problem and
ensure high customer
satisfaction.
Benny
Jackson
Information
technology, internal
auditor
As an internal auditor from the
information technology
department, the executive is adept
at analyzing large amounts of data
and can provide accurate and

4. efficient insights that can affect the
future of the company. They can
use technology to provide supply
chain managers visibility on
production delays, asset
management, and transportation.
Benny is known to be highly
analytical and good at
questioning assumptions. His
role in the team will be to
analyze and identify problem
areas in different parts of the
company that can be
mitigated with the use of
technology.
2
Name
Current
Department

5. Reasons for Including the
Functional Area in the
Organizational Team
Role of the Individual in the
Team
Gina
Reynolds
Legal and
government affairs,
legal aid manager
Executives from the legal and
government affairs department are
experts in business laws and
manage legal issues for the
company. They can provide
accurate legal counsel to executives
from various departments, which
could help the company prevent

6. legal issues. They can also help the
company set up internal
governance policies and monitor
compliance with these policies.
Gina is known to be an
inspirational leader. She will
analyze the legal implications
of any suggested process
changes to solve existing
problems. She will ensure
process adherence and
worker safety. She will also
be involved in building and
maintaining trusting
relationships with regulatory
government bodies, which
could benefit the company in
the future.
Jay Colby Operations,
logistics analyst

7. Executives in logistics can
coordinate with carriers and
facilitate tracking, expediting the
delivery, final mile delivery, and
storage of products. They will be
involved directly in implementing
the proposed solution to mitigate
the problem.
Jay is known for his ability to
identify problems and see the
big picture. His expertise in
logistics and supply chain
management will enable him
to identify core problems and
provide expert solutions. He
will oversee the
implementation of the
proposed solutions in the
supply chain management
system.

8. Part 3: The Communication Plan
The success or failure of a project largely depends on the
exchange of information between key
stakeholders and team members. Having a culture of open
communication enables employees to
contribute and engage better, which promotes employee
performance, retention, and work satisfaction
(de Vries et al., 2020). A communication strategy can help team
members align their activities with the
project goals, ensure structure to the interactions, make sure the
right information reaches the right
people at the right time, and avoid workflows that are redundant
or detrimental to the success of the
project (Williams, n.d.).
The following strategies will be implemented to ensure that
communication within the team is
effective and efficient.
3
team. Ensure employees can
provide feedback to the management without fearing backlash.

9. This could help employees feel
heard and understood.
regular times for connecting,
either at the beginning or at the end of the workday. Discuss the
goals for each day and identify
the best methods to achieve these goals.
call applications such as Teams and
Skype for Business to help the team stay connected.
emails and
other forms of communication to
ensure smoother cross-functional communication.
within the project to ensure the
smooth functioning of the project.
ate sharing of information with key
stakeholders.
expected versus actual measures
that help stakeholders understand the team’s progress toward
key project objectives (Richards,

10. n.d.).
Part 4: Solving the Business Problem and Delegating Tasks
Business Problem
The logistics function (warehousing, trucking, and inventory) is
having a problem with channels of
distribution. Some customers have recently complained that
their orders are delayed 2–3 weeks, while
others have praised the company for delivering the orders in
advance. It will require a cross-functional
team to study and problem-solve the situation.
4
Step Action Team
Members
List Business Skills
From Their Function
Describe Effective Team
Characteristics and Explain How

11. Those Characteristics Would Support
a Team Effort
1 Identify
and define
the
problem,
and
understand
the root
cause of the
delivery
problem.
Jay Colby Jay:
nsive
knowledge of
operations
delivery schedule
problems

12. to help coordinate
with logistic
carriers about
tracking,
expediting
deliveries, and
product storage
Jay can spot problem areas in logistical
plans and identify the root cause of the
issue. He is also known to see the big
picture, which will enable him to think
of not only the impact on customers but
also factors such as advantages to
competitors, technological disruptions,
and social trends that could impact the
company.
2 Develop
solutions to
mitigate the

13. problem.
Benny
Jackson
Benny
technology
develop tools to
provide real-time
operational data
Benny can use his analytical skills and
technological expertise to provide
managers in the logistics division real-
time data on procurement, planning,
inventory, and manufacturing. With this
information, managers in various stages
of the supply chain can plan, adjust, and
manage processes to achieve the desired
results.
3 Handle

14. problems
that arise in
other areas
of the
company.
Gina
Reynolds
Gina
knowledge of legal
and policy
implications
efficiently manage
enquiries from the
media and public
targeted press

15. releases and
publicity
campaigns
Gina will use her leadership and
relationship-building skills to develop a
rapport with the media to ensure
complaints against the company are
handled with the utmost care. She will
analyze the media coverage of the
problem, if any, and will be responsible
for building media campaigns that help
take the focus off the logistics issue and
focus more on the product and its
qualities. She will also be responsible
for ensuring the compliance of the
newly proposed solutions with internal
policies as well as state laws and
regulations.

16. 5
Step Action Team
Members
List Business Skills
From Their Function
Describe Effective Team
Characteristics and Explain How
Those Characteristics Would Support
a Team Effort
4 Handle
client
communica
tion.
Valerie
Smalls
Valerie
understanding of
customer

17. expectations
communication
skills
Valerie will use her extensive
knowledge of client communications to
set up a service desk team to handle
customer grievances in a manner that
ensures maximum customer satisfaction.
She will be involved in directly
engaging with the customers and
addressing their complaints and will
provide them with reasonable responses.
Part 5: Conflict Resolution
Organizations view employees as the key stakeholders required
to achieve organizational goals
and consider them a source of competitive advantage. Only
highly motivated and satisfied employees
can lead the organization toward its objectives. Job satisfaction
usually results from work experience
and could decrease because of conflicts in the team (Petković &

18. Rapajić, 2021). Conflicts in
organizations are unavoidable and are a time-consuming and
expensive affair. When conflicts with
team members are left unresolved, they can fester and cause
resentment toward the organization, which
eventually leads to a decrease in productivity and team morale
(“Team Conflict Management Examples
and Tips for the Workplace,” 2021).
Conflict is both healthy and normal. Creating an environment
where conflict is handled in a
healthy manner and where team members feel safe to disagree
with one another helps spark future
success. A common source of conflict seen in teams with people
from different functional backgrounds
is differing opinions on how to approach and solve a problem.
The interests, needs, and agendas of
employees may also differ. The following strategies can be
adopted to decrease and resolve conflicts
within the team:
involves equal and fair treatment of all
team members, irrespective of their designation and work
experience; equal recognition and
praise; and a culture of honesty and openness in the team.

19. promptly prevents escalation of the issue
within the team.
such as respecting one another’s
point of view and not interrupting while another person speaks.
They will be trained to look at
issues from an objective perspective.
tial third-party mediator to resolve conflicts
when they cannot be resolved
within a team.
members’ grievances about the
working of the team.
flicts and
ensuring that they do not have
negative consequences for the team or the organization.
6

20. Part 6: Conclusion
To function effectively, a team should maximize its ability to
collaborate and cooperate. Team
members must value and respect one another and trust their
commitment toward the company and its
goals. Here, the members selected for the team are leaders in
their respective functional areas. Each
team member has extensive knowledge and experience that
enables them to collaborate to solve the
problem of late deliveries.
A major factor that contributes to the success of the team is
shared goals and vision. The roles
and responsibilities of each team member are well defined. This
provides clarity to each team member
and reduces conflict and confusion. Each team member
specializes in a specific functional area and
uses their expertise in that area to solve problems. The
conflicting priorities of techniques and methods
are therefore reduced. The team prioritizes and collectively
focuses on working toward the big picture
such as improved customer satisfaction and sales, which in turn
improves team morale and fosters
productivity. Additionally, the communication plan and the

21. conflict resolution strategies will enable the
team to successfully analyze and solve issues within the
organization (Duggan, n.d.).
7
References
de Vries, M., Rowson, B., & Vasse, X. (2020). The impact of
internal communication on
customers’ perception of revenue strategies. Research in
Hospitality Management, 10(2),
69–74. https://doi.org/10.1080/22243534.2020.1869458
Duggan, T. (n.d.). Critical success factors in team-based
organizations. Houston Chronicle.
https://smallbusiness.chron.com/critical-success-factors-
teambased-organizations-
52274.html
Petković, N., & Rapajić, M. (2021). Employees’ satisfaction

22. with communication in the
organization. Ekonomika, 67(3), 39–61.
https://doi.org/10.5937/ekonomika2103039p
Richards, L. (n.d.). Business communication strategy examples.
Houston Chronicle.
https://smallbusiness.chron.com/business-communication-
strategy-examples-4754.html
Team conflict management examples and tips for the workplace.
(2021, April 14). Employment
Hero. https://employmenthero.com/blog/team-conflict-
management/
Williams, J. T. (n.d.). Team communication strategy. Houston
Chronicle.
https://smallbusiness.chron.com/team-communication-strategy-
3076.html
https://doi.org/10.1080/22243534.2020.1869458
https://smallbusiness.chron.com/critical-success-factors-
teambased-organizations-52274.html
https://smallbusiness.chron.com/critical-success-factors-
teambased-organizations-52274.html
https://doi.org/10.5937/ekonomika2103039p
https://smallbusiness.chron.com/business-communication-
strategy-examples-4754.html
https://employmenthero.com/blog/team-conflict-management/
https://smallbusiness.chron.com/team-communication-strategy-
3076.htmlTeam Planning Worksheet

23. The business problem to be solved:
The logistics function (warehousing, trucking, and inventory) is
having a problem with channels of distribution. Some customers
have recently complained that their orders are delayed 2–3
weeks, while others have praised the company for delivering the
orders in advance. It will require a cross-functional team to
study and brainstorm solutions for the situation.Preparation
In preparation for this assignment, complete the following:
· Study your chosen company website to see what
characteristics make its teams successful. Notice if it has any
particular team guidelines or communication strategies that
contribute to the group functions. You may have to observe the
images on the website to make some assumptions about their
teamwork.
· Gather the background information you need about key
characteristics of effective team members, group processes such
as conflict resolution, and communication strategies that make
teams successful.Instructions
Develop a plan for building an effective team with
representatives from different functional areas that will work
together to solve a business problem. Use the
Team Planning Worksheet [DOCX] for the team-
building plan.
Consider the business problem presented above. In the
Team Planning Worksheet [DOCX]:
· Explain the reasons for including the specific functional areas
in the organizational team.
· Create a communication plan that includes recommendations
for how the team will connect daily, weekly, and over the
course of the project.
· List 3–5 steps of a plan to solve the problem.
· Explain strategies for delegating the various responsibilities in
each step.

24. · Describe how business skills from the functional areas will
contribute to problem solving and how individual soft skills of
the team members will help to maintain a positive working
relationship and functional problem solving on the team.
· Explain strategies that the team can use to resolve conflict.
Example assignment: You may use the
Week 8 Assignment Example [PDF] to give you an idea
of what a Proficient or higher rating on the scoring guide would
look like.
Additional Requirements
Your assignment should also meet the following requirements:
· Font and font size: Times New Roman, not smaller than 12-
point font.
· Organization: Based on the intended CEO audience, your
answers should be well-organized and written in clear, succinct
language.
· Worksheet: Complete all sections of the
Team Planning Worksheet [DOCX], plus a reference
page.
· Resources: Include at least three reputable resources to
support your ideas. Include a reference page
· APA: Follow APA rules for citing sources that support your
analysis and conclusions. See the
Evidence and APA section of the Writing Center for
guidance.
Remove or Replace: Header Is Not Doc Title
Team Planning Worksheet
Name

25. Part 1: Review the business problem and team member profiles
within the Team Planning Activity media. Then fill in the charts
below to select the team members for the problem-solving team,
create a team communication plan, and answer the questions
about delegating responsibilities and resolving conflict.
Part 2: Select three members to be part of the team and give the
rationale for each of your decisions. Don’t forget to include the
fourth team member assigned by your manager.
Name
Current Department
Explain the Reasons for Including This Specific Functional
Area in an Organizational Team
in Terms of the Advantages Offered
What Role Would This Individual Fill on the Team?
Example: Owen Davidson
Example: Distribution, Truck Driver
Example: It is essential to get the perspective of the Operations
functional area and ensure the supply chain team is involved in
the problem-solving since they will be the ones who will have
to implement the solution.
Example: Owen is known as a team player, and because of all
his connections, he will be the team’s information gatherer.
Team Member 1
Team Member 2

26. Team Member 3
Assigned Team Member 4
Part 3: Create a communication plan that includes
recommendations for how the team will connect daily, weekly,
and over the course of the project. Include innovative, reliable
technology strategies where possible. Use proper spelling and
grammar. Your plan should be 1–2 paragraphs.
Part 4: Solving the Business Problem and Delegating Tasks
Business Problem
The logistics function (warehousing, trucking, and inventory) is
having a problem with channels of distribution. Some customers
have recently complained that their orders are delayed 2–3
weeks, while others have praised the company for delivering the
orders in advance. It will require a cross-functional team to

27. study and problem-solve the situation.
List the steps to solve the distribution problem and then select
team members who could be responsible for the task based on
their business skills and soft skills.
Step
Action
Team Members
List Business Skills From Their Function
Describe Effective Team Characteristics and Explain How
Those Characteristics Would Support a Team Effort
Example
Identify and define the problem, and gather information.
Owen
Example: List members and their work-related strengths that
will help define the problem.
Example: Owen—knowledge of inventory from the trucking
perspective, understands the delivery schedule problems.
List soft skills that will help accomplish this task.
Example: Owen—understands the problem from the customer’s
perspective from delivery problems. He is a team player and can
see all sides of a problem.
1
2
3

28. 4
Part 5: Conflict Resolution
Describe strategies that will be used to avoid and resolve
conflicts between members of the team.
· Also consider the consequences of not addressing the conflict.
Use proper spelling and grammar. Your response should be 1–2
paragraphs.
Part 6: Conclusion
Summarize how your plan will result in an effective team that
will contribute to organizational success. Use proper spelling
and grammar. Your summary should be 1–2 paragraphs.

29. 1
1
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