More Related Content
What's hot
What's hot (20)
Similar to Team Analysis of Guild Mortgage
Similar to Team Analysis of Guild Mortgage (20)
Recently uploaded
Recently uploaded (20)
Team Analysis of Guild Mortgage
- 2. Outline 3 Evaluation of Team’s Effectiveness 4 Team’s Strengths 1 Team Description and Metrics 2 Guild’s Pillars to Success
- 3. TeamDescription ● Caisey Oiness: Team Manager ● 40 total employees ● Top performing branch last 3 months out of 335 branches ● Goal: 80 - 120 closings/per month Guild Mortgage - Bellevue Branch
- 5. What makes a Manager Successful ● Empowering Employees ● Constant Self-improvement ● Leading, not just managing ● High, realistic goals ● Business coach ● Knowledge of team morale Why is the Team Successful? ● Clear expectations ● Clear Job Duties ● Accountability ● Work-life balance ● Individual & Team Rewards - Everyone shares in success ● Think big, but don’t forget the small wins From Caisey’s Perspective
- 6. Conflict Resolution ● Address it Head On ● Be Direct ● No Drama or Gossip Teams Inside Branch ● Brainstorm ● Fun Committee ● Meeting Agendas ● Having Meeting Facilitator From Caisey’s Perspective
- 7. What To Do When Team Can’t Decide ● Pro’s and Con’s ● Listen to feedback ● Manager makes final decision Hiring ● Cultural fit ● Hard-working people ● Complementary personality traits ● Positive people From Caisey’s Perspective
- 9. 01 Trust ● Recruiting ○ Emotional Intelligence ○ “People want to be heard and cared for” ■ Openness, vulnerability 02 Conflict Resolution ● Address all conflicts in the moment ○ No gossip policy ■ Eliminate personal attacks Dysfunctions of a Team
- 10. 03 Commitment ● Facilitator in meeting to take notes ○ No ambiguity 05 Results ● Top branch last 3 months ○ Goals reached as a team, no ego 04 Accountability ● Common goals visible around office ○ Set high, attainable goals Dysfunctions of a Team
- 11. Secrets of Great Teamwor k 01 Compelling Direction ● “To rejuvenate and inspire” ● Engaging ● Leadership style: ○ Participating/facilitating ○ Servant 02 Strong Structure ● Team norms ○ Open, respectable environment
- 12. 03 Supportive Context ● Reward system (i.e. trophies, bonuses) ○ Public recognition ○ Branch raise 04 Shared Mindset ● Visible common goals ● All problems worked out as team ● Meaningful purpose ● Mutual accountability ● Strong commitment to how work gets done ● Good to Great by Jim Collins, 2001 ○ “Get the right people on the bus” Discipline
- 13. ● Recruiting: ○ Hard-working ○ personality traits ○ conflict resolution Three Criteria of Team Effectiveness ● Feedback ● Referrals ● Reviews Output Collaborative Ability Individual Development ● Successful meetings ○ Agenda ○ Facilitator ○ w/o managers Members learn, grow, improve.
- 14. ● High performing team ● Committed to growth and development ● Celebratory culture Analysis of Strengths 01 Interpersonal EQ ● They have check ins ● Take perspectives by challenging each other’s ideas 03 Cross-boundary EQ ● Consider who can influence the team outside of their team by seeking mentorship 02 Group EQ ● Perform team-evaluations by acknowledging everyone ● Seek feedback by analyzing pros and cons
- 15. Lessons 1 Putting the Right People on the Bus ● Cultural fit ● Personality 2 Empowering People ● Real to High-Performing team
- 16. Resolutions ● Smaller teams ● Leader interpersonal skills ● Building industry knowledge ○ Onboarding process ○ On-going training processes
- 18. References 1. Collins, J. (2001). Good to great: Why some companies make the leap ... and others dont. London: Random House. 2. HBR's 10 Must Reads On Teams Featuring Article the Discipline of Teams. (2013). Harvard Business School Publishing Corporation. 3. Schawbel, D. (2016, April 26). Patrick Lencioni: 3 Indispensable Virtues That Make Teams Successful. Retrieved July 10, 2018, from https://www.forbes.com/sites/danschawbel/2016/04/26/patrick-lencioni-3- indispensable-virtues-that-make-teams-successful/#7dae4d0f7fdc 4. Mortensen, Martine HaasMark. “The Secrets of Great Teamwork.” Harvard Business Review, HBR, 16 May 2016, hbr.org/2016/06/the-secrets-of-great-teamwork. 5. Coutu, Diane. “Why Teams Don't Work.” Harvard Business Review, HBR, 15 July 2015, hbr.org/2009/05/why-teams-dont-work.