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D Y N A M I C R E T E A M I N G
A C K N O W L E D G E R E A L I T Y, C H A R T Y O U R PAT H
H E I D I H E L FA N D
@heidihelfandheidihelfand.com
“Teams with
stable
membership
perform better.”
DYNAMIC RETEAMING: ACKNOWLEDGE REALITY, CHART YOUR PATH - HEIDI HELFAND
RAISE YOUR
HAND IF…
TEAM CHANGE
IS INEVITABLE.
GET GOOD AT
IT.
NEW PEOPLE WILL JOIN
• New ideas
• Differences
• Personality
-CRR GLOBAL
ONE PERSON CHANGES THE DYNAMIC
PEOPLE WILL LEAVE
• Identity change
• What else leaves?
-CRR GLOBAL
• Rename team
DYNAMIC RETEAMING: ACKNOWLEDGE REALITY, CHART YOUR PATH - HEIDI HELFAND
SOMETIMES IT HURTS
SOMETIMES THEY LINGER ON LIKE GHOSTS
-CRR GLOBAL
WHEN YOUR TEAMS
CHANGE YOU ARE
NOT “DOING IT
WRONG”
“Bounded and stable
membership is less and
less the norm as teams
become more dynamic and
are frequently overlapping.”
-Wageman, Gardner & Mortensen, 2012
https://onlinelibrary.wiley.com/doi/full/10.1002/job.1775
“More and more people…
are now working on
multiple teams that vary in
duration, have a constantly
shifting membership, and
pursue moving targets. .”
https://hbr.org/2012/04/teamwork-on-the-fly-2
FROM 15 TO 800
FROM 10 TO 600
FROM 800 TO 1300
H E I D I H E L FA N D
H E I D I H E L FA N D . C O M @ H E I D I H E L FA N D
LET’S DIG IN
DYNAMIC RETEAMING IS 

TEAM CHANGE
MATURITYBIRTH
DISRUPTION
RENEW
AL
ADOLESENCE
GROW
TH
Adapted from Gunderson and Holling, 2003
Keith McCandless, Henri Lipmanowicz & Fisher Qua, Liberating Structures
TEAMS AGE & CHANGE
• Growth/attrition
• New work or focus
• Knowledge sharing
• Stagnation & learning
WHY TEAMS CHANGE
team
tribe
dept
company
person
IT HAPPENS IN DIFFERENT WAYS
Kaner, 2014
• One by One
• Grow and Split
• Switching
• Isolation
• Merging
PATTERNS
1
ONE BY ONE PATTERN
DISRUPTION
RENEW
ALGROW
TH
MATURITYBIRTH
ADOLESCENCE
ONE BY ONE PATTERN
STAGNATING
DISRUPTION
RENEW
ALGROW
TH
Adapted from Gunderson and Holling, 2003
Keith McCandless & Fisher Qua, Liberating Structures
DOMINATING ITNEW HIRE
GETTING THE
HANG OF IT!
STRUGGLING
NEW HIRE PATH
Add new people to
existing teams or
create new teams?
ORGANIZATIONAL VISION
SPREAD ACROSS TEAMS?
CREATE NEW TEAMS?
•START TEAM
•OFF TO THE SIDE
•GROW FROM THERE
ISOLATION PATTERN
-Direct report?

-Peer?
-Senior?
-New manager?
-New exec?
-Different role?
EACH CASE FEELS DIFFERENT
How can
you help
them be
successful?
Why don’t
you have
lunch with
them?
What can
you learn
from them?
DYNAMIC RETEAMING: ACKNOWLEDGE REALITY, CHART YOUR PATH - HEIDI HELFAND
DYNAMIC RETEAMING: ACKNOWLEDGE REALITY, CHART YOUR PATH - HEIDI HELFAND
TALK ABOUT THE
PLANS TO GROW
THE BUDDY SYSTEM
-Culture Code by Daniel Coyle - Bradley Staats, WIPRO call center Bangalore,
India
“What is unique about you -
to survive deserted on an
island?”
WHEN PEOPLE LEAVE…
SCHEDULE THE CONTINUOUS
IMPROVEMENT
2
GROW & SPLIT PATTERN
RIGIDITY
TRAP
DISRUPTION
RENEW
AL
POVERTY
TRAP
GROW
TH
Adapted from Gunderson and Holling, 2003
Keith McCandless & Fisher Qua, Liberating Structures
MATURITYBIRTH
ADOLESCENCE
TEAMS GROW “BIG”
• Planning ~ forever
• Decisions ~ harder
• Work ~ unrelated
RIGIDITY
TRAP
DISRUPTION
RENEW
AL
POVERTY
TRAP
GROW
TH
Adapted from Gunderson and Holling, 2003
Keith McCandless & Fisher Qua, Liberating Structures
MATURITYBIRTH
ADOLESCENCE
GROW AND SPLIT PATTERN
NEW TEAM IDENTITIES
DYNAMIC RETEAMING: ACKNOWLEDGE REALITY, CHART YOUR PATH - HEIDI HELFAND
“…a shared
understanding of what a
role involves…is one way
for a team to cope with
changing membership…”
R O L E C L A R I T Y
-Wageman, Gardner & Mortensen, 2012
SHARE INTERRUPT PREFERENCES
Why does this happen?
“BEST PRACTICES?”
INEXPERIENCED FACILITATORS?
LARGE TEAMS WORK TOO!
MERGING PATTERN
WHO DECIDES?
WHAT IF THE PEOPLE DECIDE?
DYNAMIC RETEAMING: ACKNOWLEDGE REALITY, CHART YOUR PATH - HEIDI HELFAND
RETRO ABOUT TEAM COMPOSITIONS
TECTONIC SHIFTS
team
tribe
dept
company
person
Kaner, 2014
WHEN PLANNING TEAM CHANGE
• Which people will be impacted?
• How can we involve the people
as early as possible?
• What will the ripple effects be?
From by Rod & Fridjhon, Creating Intelligent Teams
VISUALIZE RETEAMING OPPORTUNITIES
SELF-SELECTED TEAMS
OVERCOMMUNICATE THE PLAN
Say it 7
times!
DISRUPTION
RENEW
ALGROW
TH
MATURITYBIRTH
ADOLESCENCE
REALLY FAST GROWTH
DISRUPTION
RENEW
ALGROW
TH
MATURITYBIRTH
ADOLESCENCE
CONCERNS OF THE “FIRST TEAM”
IT FEELS DIFFERENT
Open space
Is it OK if I…What am I
allowed to
do?
Who owns
that?Is that her
job?
Don’t they
care?
Why aren’t
people
stepping up?
What’s his
name
again?
“How do we maintain our
culture?”
DYNAMIC RETEAMING: ACKNOWLEDGE REALITY, CHART YOUR PATH - HEIDI HELFAND
Pay attention to the people.
RE-BELONGING
People don’t fear change, they fear
loss.
Leadership on the Line, Heifetz & Linsky
YOU BELONG HERE…
Culture Code by Daniel Coyle
Current State
(primary, known)
Future State
(secondary, unknown)
-crrglobal, arne mindell
EDGE BEHAVIOR
X
X
XX
X
X
X
OUR
COMPANY
FIND SHARED CAUSES VIA OPEN
SPACE
@heidihelfand
THE STORY OF OUR TEAM
APPRECIATE
WHO WE ARE
BECOMING
CREATE TRADITIONS
SYMBOLS
CELEBRATE MILESTONES
ANCHOR TO VALUES
NOTHING LASTS FOREVER
3
SWITCHING PATTERN
BE CURIOUS
@heidihelfand
I’m so sick
of
this guy
ASSUME STAGNATION
RIGIDITY
TRAP
DISRUPTION
RENEW
AL
POVERTY
TRAP
GROW
TH
Adapted from Gunderson and Holling, 2003
Keith McCandless & Fisher Qua, Liberating Structures
MATURITYBIRTH
ADOLESCENCE
RIGIDITY
TRAP
DISRUPTION
RENEW
AL
POVERTY
TRAP
GROW
TH
Adapted from Gunderson and Holling, 2003
Keith McCandless & Fisher Qua, Liberating Structures
MATURITYBIRTH
ADOLESCENCE
SWITCHING PATTERN
SHARE OPPORTUNITIES
HELP EACH OTHER NOMAD
IN OVER YOUR HEAD?
GIVE YOURSELF OPTIONS FOR LATER
FLEXIBLE, ADAPTIVE TEAMS
https://www.glassdoor.com/Photos/Pivotal-Office-Photos-E687287.htm
SOME SWITCH AT REGULAR CADENCE
SOME PAIR SWITCH 100%
THE PEOPLE MAKE IT HAPPEN
ONE BY ONE
GROW & SPLIT
SWITCHING
DYNAMIC RETEAMING
DYNAMIC RETEAMING
MERGING
ISOLATION
WHAT ABOUT YOU?
PEOPLE COME
& GO
IT FEELS
DIFFERENT
RIGIDITY
TRAP
DISRUPTION
RENEW
ALGROW
TH
MATURITYBIRTH
ADOLESCENCE
GROW WITH IT OR LEAVE?
YOU WILL GET
CURVE BALLS
YOU WILL GET
TRIGGERED
YOU COULD GET EJECTED
When were you energized?
When were you stagnating?
When were you in flow?
REFLECT ON LAST WEEK
-Burnett & Evans, Designing Your Life
you companyx
THINK BIGGER THAN YOUR
COMPANY
CATALYZE YOUR CHANGE?
STAY WHERE YOU ARE?
W R I T E Y O U R O W N S TO RY
linkedin.com/in/
heidihelfand
P R O C O R E . C O M / J O B S

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