Chapter 9 Flashcards

Working as an effective team

1
Q

How does a team link to profitability? (Shown in the service profit chain)

A

Staff satisfaction
Staff who are happy and motivated by internal quality factors will deliver high quality service and value to customers
This is driven by:
-job role
-training
-reward and recognition
-career expectations
-how they are treated
-team work

Customer loyalty
Customers who recieve high levels of service and value will be more loyal to an organisation

Creation of profitable growth
Loyal customer create profitable growth for an organisation

Staff satisfaction –> Customer loyalty –> Creation of profitable growth

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2
Q

What are the main characteristics of a team?

A
  • Each member contributes their own skills and knowledge towards shared goals
  • Identify that is seperate from the identify of the individual members
  • It has established ways of communicating to the external audience and between members
  • It has clearly defined structure
  • It has team specific goals
  • There is mutual accountability between members
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3
Q

A team that has some or all of its members working remotely can face certain challanges what are they?

A
  • Reduced communication as less face to face time
  • Team rapport and bonding reduced opportunities for day to day contact
  • Member morale lack of face to face reduces opportunities to identify quickly if a team member is in low spirits
  • Time management meetings and training can take longer as travel time needs to be accounted for and can need an extra few hours
  • Needs greater levels of trust as not as visible to eachother
  • Information technology if not efficient it can cause delays logging in/ downloading documents
  • Reduced opportunities to share experience and ideas as is harder to quickly check and discuss thought processes
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4
Q

What are some benefits to a remote working team?

A
  • Improved customer service as staff are usually based where the work is which allows them to deliver a timley service
  • Cost savings on running an office and travelling
  • Time management as less interruptions or general distractions
  • Flexibility as employees can have their work best suited to their life
  • Quality of life due to no commute
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5
Q

How does a team become effective?

A

Numbers
The team should be kept as small as possible while still having enough people to achieve its objectives

Skils and knowledge
The mix of competences should be appropriate for the goals and objectives to be achieved.

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6
Q

How can a larger team create challanges in its efficiency?

A

Communication: becomes more time consuming with greater potential for misunderstandings and conflict

Decision making: it is harder to reach a consensus, meaning sometimes only a portion of people are involved

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7
Q

Supporting skills and knoweldge contributing to an efficient team

The cranfield school of management carried out a survey (Alderson 1992) to establish if there were key competencies in top management teams that influenced organisational performance.

The managers surveryed were asked to rate satisfaction, stress, confidence, ability to meet challanges and structural issues.

6 competence areas were identified that the top team needed, What were they?

A

1) Good interpersonal relationships - with an understanding of eachothers values and management styles
2) The ability to discuss issues openly - without causing tension
3) A high level of trust
4) To be approachable and able to accept feedback or criticism
5) Sufficient discipline and cohesion to implement agreed decisions
6) The capacity to discuss and understand both long and short term issues

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8
Q

Bruce Tuckman developed the best known team development theory for the stages of team development. What does it explain and in what 5 stages?

A

It explains the natural stages that a team goes through when developing and what a leader should do to facilitate this.

The stages are:

1) Forming
2) Storming
3) Norming
4) Performing
5) Adjourning

-Not all teams will go through all of the stages. Some may get stuck at one of stages if the team or leader is unable to move on
-Teams will adopt different approached and will develop at different speeds
-A team can return to any phase within the model if they experience a change
-The storming phase is inevitably uncomfortable and a necessary step in developing a hjigh performing team

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9
Q

Outline stage 1 in the stages of team development and the leadership behaviours

A

Forming
The team is assembled and a task is allocated. Team members tend to behave independantly as dont know eachother or other’s strengths yet.

Leadership
* Spend time on planning and establishing a purpose of the team
* Provide structure and direction
* Collect information
* Encourage team members to bond
* Provide support/ reassurance
* Set ground rules

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10
Q

Outline stage 2 in the stages of team development and the leadership behaviours

A

Storming
May be uncomfortable as the team become more familiar with eachother and the new task. They develop ideas of how things should be done - they are also more willing to challange the purpose and eachother.

Leadership
* Provide structure and direction
* Keep the team task focused
* Enable constructive dialogue without being destructive
* Too much consensus can lead to comprimises which may be less effective
* Reinforce roles and norms

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11
Q

Outline stage 3 in the stages of team development and the leadership behaviours

A

Norming
Harmonious working practices with agreement on rules and values on how they operate. Team becomes cohesive as they accept the contribution of each member in the team.

Leadership behaviour
* Step back from the team as individual members take greater responsibility
* Build on the team spirit and results that start to show
* Look to enhance procedures and working relationships
* Encourage co operation
* Ensure that the team does not become complacent

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12
Q

Outline stage 4 in the stages of team development and the leadership behaviours

A

Performing
Regarding high performance and maturity. The team works well together with high levels of understanding, openness, trust, independence, motiviation and competence.

Leadership Behaviour
* Give team members room to perform
* Adopt a more collaborative approach
* Take a more hands off and strategic view
* Provide feedback and develop team and individuals as appropriate
* Provide support and contribute to joint problem-solving

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13
Q

Outline stage 5 in the stages of team development and the leadership behaviours

A

Adjourning
Completing the task and moving on

Leadership
* Ensure orderly closure of the task
* Celebrate success
* Review learning
* Prepare team for the uncertainty of ‘whats next?’

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14
Q

Dr Meredith Belbin aimes to gain an understanding of the character mix in effective teams.

It was found that the most successful teams have a mix of different roles and skilss and the teams that were less successful had a more restricted range of roles and skills.

What are the 9 different roles that every team should have?

A

1) Co ordinator - Teams natural chairperson
✔ Stable, extroverted, disciplined, dominant
✘May not have ideas or specific expertise, may over delegate

2) Rescource investigator - (Teams networker)
✔ Likeable, sociable , relaxed, enthusiastic, prevents team from stagnating
✘No original ideas, easily bored, cannot work alone, can become involved in irrelevancies

3) Shaper
✔Extrovert, energetic, self confident, motivates the team
✘Anxious, impulsive, may seem aggressive, high control need

4) Plant - (Teams creative source)
✔Intelligent, trustful, energetic about new ideas
✘Introvert, can cause offence to others, bad at accepting criticism

5) Monitor/ evaluator - (Teams solution assessor)
✔High IQ, analytical, solid and dependable, can work in a solitary environment
✘Introvert, no original ideas, not enthusiastic, lack of social skills

6) Specialist
✔ Specialist knowledge, may be drawn into a team for special projects
✘ May have limited knowledge outside area of expertise

7) Team worker - (Harmoniser)
✔Interpersonal sensivity, stable, extrovert but not dominant, good and quiet communicator, loyal, works well with specialist expertise
✘Uncompetative, may appear indecisive, likely to compromise rather than conflict

8) Completer - (Teams timekeeper)
✔ Personal discipline, strength, perfectionist
✘Introvert, obsessive, non-assertive

9) Implementer - (Team organiser)
✔Stable, controlled, pratical, organiser, disciplined, loyal and sincere
✘Inflexible, needs stable structures, conscious of status

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15
Q

What is a secondary role?

When discussing essential team roles to a successful team?

A

Most people have preferred roles that they wish to play in a team. Others may be able to play the same roles but prefer not to, although they have the abbility, if necessary, to fill another role (perhaps to cover a short term need) but prefer not to focus on it full time.

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16
Q

If 9 roles make the most effective team, does this mean 9 people are needed?

A

No, team members will usually have more than one preferred role.

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17
Q

When looking at the 9 key roles to an effecient team, Belbin distinguished between two types of role that an individual may have within the team.
What are these?

A

Functional roles
These are the roles that a team member must perform because of their job
e.g an actuary will often act as a specialist because of their professional or technical abilities and a manager will often adopt the co ordinator role.

Team or natural roles
These reflect the natural preferences or innate abilities of a person. Some will be naturall gifted at particular roles irrespective of what their job requires of them.

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18
Q

In what 3 circumstances may considering Belbins 9 roles be useful?

A
  • When a leader allocated tasks within a team: if they want these done to a good standard and quickly, this should go to a team member who has strength and preference in that area
  • To develop the individual: a leader may deliberatley alloacate a task to someone who they know is not strong at it where appropriate
  • When recruiting team members: if the team lacks certain roles
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19
Q

How much information is necessary when sharing to enhance effectiveness?

A

A balance between:

1) Information overload which can cause too much time being spent on figuring out what is important and a high change of information being missed
2) Insufficient information as people are not able to fulfil their roles without enough detail
3) Misinformation which can happen when the information has been misunderstood and incorrect advice given to staff or information is provided before the full situation is understood.

It is useful for teams to build a framework of the information that they require and how frequently. To do this the following shoul dbe considered:

What information is needed for the job such as technical updates, process changes, staff, procedure and policy changes
What information is wanted such as organisations performance, changes in other departments or market trends
How they want to recieve information varying from face to face to general newsletters
How often they want the information depends on the nature and type of information, some details may be needed immediatley and others monthly or quarterly. Information close to a role will be more regular and more remote will be required less often

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20
Q

What are the different types of information that a team will require?

A

Staff policies and procedures
Usually documented in the staff handbook e.g holiday allowances, absence management, conflict and disciplinary guidance, pay scaled and equal opportunity rules

Role profiles
Outlining the responsibilities of each role which help people understand what is expected of them and where their role fits into a team. Provides clarity as to how work is managed and who should be doing what.

Strucutre charts
Outline the hierarchy of a department, division or organisation.

Technical information
Updates on company products/ services, legal developmentals such as FOS decisions that will impact how claims are settled.

Team information
Such as team results, changes in the team, changes in work allocations, absences and news or developments that may affect the team. This tends to be delivered immediatley at team meetings or daily meetings.

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21
Q

The frequency and types of communication will vary between teams and will be governed by what 3 factors?

A

1) The nature of the work
2) The roles in the team
3) The geographical spread

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22
Q

What factors should be considered when passing on information?

A
  • Send clear and complete messages - team members may worry about missing information
  • Ensure the language is appropriate for the audience - which may result in several different messages for the same bit of information
  • Select an appropriate channel - this may mean more than one channel is needed e.g an initial meeting followed bu a bulletin which may be stored in a procedure manual
  • Provide an opportunity for feedback - and to seek clarification to ensure that the message has been understood
  • Be aware of non-verbal messages - when delivering a message face to face, particularly for difficult messages or ones you may not agree with

Extra thought will be needed for remote teams as some methods are not available (such as daily buzz meetings) and alternatives such as weekly audio or video conferences may be needed instead

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23
Q

What positive behaviours can contribute to team effectiveness?

9

A
  • Reliability
    Team members need to be known to deliver in accordance with agreed plans and on occasions where deadlines are not met, a reliable person with be proactive in providing this information to give the team an opportunity to do something about it.
  • Excellent communication skills
    Messages given are understood as are given in a way that are clear and constructive. Skills also include the ability to listen.
  • Sharing of information and knowledge
    Only if all team members have access to relevant information , can they perform to their masimum effectiveness. It can create resentment in the team when people are reluctant to share knowledge and incorrect decisions may be made without it which impacts the quality of work.
  • Flexibility
    Not only in their approach to the work but also with their working times and holidays. It can cause frustration when times for completing a certain task is refused to be altered. Flexibility is required to be able to cope with changes in the commercial environment.
  • Give and receive feedback
    Unless performance feedback is provided, and the person is able to recieve itm they will not be able to improve their performance and ultimatley, the service delivered to the customer. This required trust and respect between team members to deliver.
  • Commitment
    When someone does more than just turning up, they put in extra effort when it is required because they look beyond achieving their own goals to achieve the teams. This doesnt have to be in extra hours but can be in other ways as when only half of the team put in extra effort this causes a rift.
  • Treats others with respect and support
    Having respect for others in all aspects in team interation such as communication but also their personal views and ways to get the job done without conditions.
  • Positive disposition
    Thos who are positive and cheerful create a more positive atmosphere instead of demotiviating from grumbles.
  • Can do attitude
    Such as volunterring for tasks
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24
Q

How do negative behaviours impact a team’s morale & motivation?

A

Things like not always being honest, being blunt or rude, showing no respect or not listening to others distracts team members from their purpose as they focus on negative energy and they are stopped from making use of the benefits gained from the positive behaviour of the team members.

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25
Q

What is a mission statement?

A

The representation of a firms principal objective which summarises the purpose of the organisation

26
Q

A mission statement is wide ranging, if the overall purpose is to be acheived then more detailed strategic objectives must be formulated, these will usually be in terms of what?

A
  • The markets in which the firm will operate
  • The nature and quality of service it will provide
  • It’s attitudes to customers and staff
27
Q

A business stratedy is concerned with areas such as what?

3

A
  • Profitiability i.e achieveing greater profit levels from existing busniess, reductions of expenses
  • Market share i.e taking a greater share in the market by developing new prodcuts or joining with other companies
  • Organisational structure i.e perhaps by reducing number of layers in management
28
Q

Once a general business strategy has been developemed, what are the next steps?

A

To formuate plans to enable this general strategy to be acheived, these plans will be refined as they move down through the management layers of the organisation.

There are likely to be divisional objectives, departmental objectives, team objectives and individual objectives - plans become more detailed at each level

29
Q

What is the hierarchy of planning involved in corporate objectives

A
  • Strategic planning
  • Tactical planning
  • Operational planning
30
Q

Outline strategic planning

A

Setting overall objectived. Typically with a timescale between 1-10 years of top management (general managers, divisional heads etc)

31
Q

Outline Tactical Planning

A

Deciding what general methods should be used to achieve the overall objectives. Typically with a timescale between 6 months - 2 years by middle management (departmental heads)

32
Q

Outline Operational Planning

A

Concerned with what needs to be done on a day to day basis. This is usually a short time scale between 1 week - 1 year and are detailed and focused. Tends to involve a supervisor.

33
Q

What does the management control cycle enable?

A

Enables managers and supervisors to have the necessary planning and conrol skills for them to succeed in their task of putting an organisations objectives into practice.

34
Q

What stages are in the management control cycle?

A

—> Design the plan —> Implement plan —> Monitor the results —> evaluate results against plan —> implement corrective action if required —> repeat

35
Q

What factors will be included in designing the plan for a management control cycle?

A
  • Overall aims
  • Key objectives that have to be achieved
  • Key tasks that need to be carried out to acheive the objectives
  • Performance standards required
  • An action plan specifying exactly what is to be done, who is to do it and in what timescale.
36
Q

What areas may individual goals be set around?

How may these be measured?

A
  • Financials (traditionally the major mean of performance)
  • Internal quality
  • Customer perspective
  • Learning and growth

Measured by a balance score card

37
Q

How may a balance scorecard measure the 4 key areas?

A

Financial
-Commission earned
-Number of policies sold
-Conversion rates
-Activity levels

Internal quality
-Policy returns
-Standards of fact find completion
-Results from compliance vists

Customer perspective
-Complaints
-Customer satisfaction
-Persistency
-Mystery shopper
-Referrals

Learning and growth perspective
-CPD
-Test results
-External qualifications
-Training course performance

38
Q

What is SMART in relation to individual objectives?

Outline the acronym

A

Principles that a supervisor should follow when they are agreeing objectives with an individual

Specific
Measurable
Agreed/ Achieveable
Realistic/ Renewable / Reviewable
Time bound

When setting personal objectives, it is important that they
* relate to the corporate objectives
* cover a range of criteria that are critical to the success of the business
* are stated clearly
* are capable of measurement
* monitor not just what the individual achieves but also how they achieve it

39
Q

Individual objectives

The FCA issued a guidance report Risks to customers from performance management at firms

What did this report confirm?

A

That the culture of a firm is important in ensuring that customers are at the heart of how a business is run.

How people’s performance is managed and rewarded is a key driver of culture.

40
Q

How often do performance reviews (or perfomance management) take place?

What 3 elements are these made of?

A

Most commonly on an annual basis and include:
1) the appraisal
2) the performance review meeting
3) ongoing one to one meetings

41
Q

What 3 elements does an annual appraisal tend to cover?

A

Performance review against objectives set in the last year with successes and failures. Providing a basis for training plans to ensure perfomance reaches an acceptable standard

Potential review for the individuals future prospects in the company and suitability for promotion and identifies any training needs for development

Reward review link is made bewteen performance and pay, this is often best to remain seperate from the other two so this part doesnt dominate the meeting and detriment the others.

42
Q

What are the 2 most popular forms of perfomance-related pay?

A

Profit sharing
Payments are made on the basis of the performance of the company or particular section that the individual works in. Each employee may recieve a % of their salary as a bonus at the end of the year which is determiened by the overall profitability of the company

Merit rating
Each employee is given a rating based on their perfomance against a set of known outputs. This rating determines a salary increase for the coming year for the individual.

43
Q

What framework can be applied to an appraisal meeting?

A
  • Preparation
  • Conducting the appraisal meeting
  • Action plan
  • Guidelines for the appraisal system
44
Q

How can a manager and employee prepare for an appraisal meeting?

A

The individual should be guided on the purpose of the meeting, what will be discussed and how they can prepare (such as reviewing their objectives and achievement of them). Identifying areas of strength and development

Previous appraisal records should be reviewed and any relevant data such as performance figures or KPI data

45
Q

How should the appraisal meeting be conducted?

A

Start with restating the purpose of the meeting
Allow the employee to discuss their views on their performance followed by the managers which should highlight both good and bad points
Specific evidence should be used to back up comments (i.e you have been late for 3 out of 4 meetings, what can you tell me about this?). This is less likely to lead to conflict and instead is asking probing questions which allows room for discussion and problem solving.

46
Q

How is an action plan ideally created in an appraisal meeting?

A

By mutually agreeing on the next steps by either trying to gain their agreement or inviting their comments after assessing the year’s performance

47
Q

Outline some guidelines for the appraisal system

A
  • The purpose of the system should be understood by all participants (i.e whether it is used to determine pay or bonus)
  • Critera used should be relevant, clearly defined and understood by all those involved
  • Critera should be used consistanly throughout organisation
  • Appraisee should be given plenty of time to prepare for the interview
  • Conclusions and any action plans should be jointly agreed and not imposed
48
Q

What is a performance review meeting?

A

Usually forms part of an appraisal process. A performance review is an intervening step (typically around 6 months) for between appraisals (typically 12 months).

The meeting typically:
* Reviews performance against objectives set at the appraisal
* Ensures the objectives have not been subject to significant change (which would mean they need reviewing)
* Provide feedback and identify any development needs that have arisen

49
Q

What benefits do perfomance reviews and appraisals offer an individual?

A
  • Has the opportunity to receive constructive feedback on all aspects of their perfomance and are made aware on how they are viewed which can help with motivation and job satisfaction which makes them receptive to suggestions of improvement.
  • They can understand whether they are doing their job in a way that is expected from them and the company standard
  • Provides an opportunity to discuss future plans and aspirations to consider what may be available to them which also helps with motivation
  • Allows for training to be made more relevent to them which allows them to develop new skills or broaden their knowledge
50
Q

What benefits do perfomance reviews and appraisals offer an organisation?

A
  • Used to check the effectiveness of the companys recruitment and induction processes.
  • Previous development and training programmes can be assessed
  • Company can obtain some idea of the overall demand for training in the future or highlight any particular areas required.
  • Useful in the area of succession planning as individuals with the potential to move into management can be identified (longer term benefit)
  • Provides feedback to the manager too
51
Q

How often do 1-1 meetings tend to be?

A

Monthly

but tend to be more frequent in new joiners such as weekly

52
Q

What do 1-1 meetings enable a supervisor to do?

A
  • Check current perfomance levels agaisnt agreed standards (such as KPIs) and intervene with improvement or training if required
  • Identify areas of strength
  • Give feedback on the team members progress to date
  • Identify problem areas before thy become serious
  • Have a 2 way communication which can help improve motivation
53
Q

Are 1-1 meetings part of the appraisal process?

A

Not usually but they do form part of the wider performance managmenet and ensure that there are no surprises at the appraisal

54
Q

How can interpersonal skills impact a team’s effectiveness?

A

Developed interpersonal skills contribute to a teams overall performance through improved relationships and comminication which in turn, contributes to team morale and motivation

55
Q

What interpersonal skills do we employ when we interact with others?

A
  • Empathetic listening
  • Rapport building
  • Empathy
  • Communication (verbal and non verbal)
  • Assertiveness
  • Stress management
56
Q

How does empathetic listening (an interpersonal skill) contribute to a teams effectiveness?

A

Gives us a greater understanding of other’s views and prospects which creates trust and contributes towards feeling valued. This enhances relationships and the overall cohesiveness of the team which can reduce time and energy spent on resolving issues which arise from people not activley listening

57
Q

How does rapport building (as an interpersonal skill) impact the effectiveness of a team?

A

Comminication is often much easier where a rapport exists, team members are able to work more closely and effectivley (particularly when problem solving)

58
Q

How does empathy (as an interpersonal skill) improve a teams effectiveness?

A

Enables a deeper understing of a colleagues perspective which helps day to day relationships and reduces potential for conflict.

59
Q

How does communication (non verbal and verbal) as an interpersonal skill impact a teams effectiveness?

A

The language, tone, and body language can enhance or detract from a message

60
Q

How does assertiveness as an interpersonal skill impact a teams effectiveness?

A

Standing up for ourselves without giving in or dominating others is important to ensure all views are sought out and respected

61
Q

How does stress management as an interpersonal skill impact a teams effectiveness?

A

Managing our time and workload should neutralise some stress, how we manage our stress at work can impact team morale as can present as being short tempered or to withdraw into themselves

62
Q

When might we refer to someone with higher authority?

A
  • When there is financial handling authority this could be departmental such as UW or could be specific circumstances such as all enquires from one client or all types of certain classes of business from a specified location.
  • When there is something outside of one’s own knowledge
  • For regulatory breaches such as money laundering
    Public interest disclosure act (PIDA) aims to encourage a culture of openness and protect those who draw attention to any protected disclosures
  • Personal conflicts
  • When there is a complaint