Team Planning for Project Managers and Business Analysts

Book description

Supplying busy project professionals with time-tested tips and templates for developing teams efficiently and effectively, Team Planning for Project Managers and Business Analysts provides the planning materials required to increase team collaboration and productivity in a global workplace.This comprehensive resource offers insights and access to c

Table of contents

  1. Cover
  2. Half Title
  3. Series Page
  4. Title Page
  5. Copyright Page
  6. Dedication
  7. Table of Contents
  8. Foreword
  9. Introduction
  10. About the Author
  11. 1 Team Planning in a Project Environment
    1. Stereotype of Team Planning
    2. Truth about Team Planning
      1. Visionary
      2. Methodical
      3. Observant
        1. IQ—Intellectual Ability
        2. EQ—Emotional Ability
    3. Team Planning Skills
    4. Summary: Key Ideas
  12. 2 Evaluating the Team
    1. Team Life Cycle
      1. Five Team Stages: Task and Relationship Focus
        1. Observing Team Strengths and Gaps
    2. Observing Teams in Conflict
      1. Conflict Levels and the Team Stages
        1. Forming Teams: Hidden and Emerging Conflict
        2. Storming Teams: Emerging and Active Conflict
        3. Norming Teams: Active Conflict and Aftermath
        4. Performing and Adjourning Teams: All Four Levels
    3. Identifying Team Stages: Art and Science
      1. Stars® Method
        1. STARS®
    4. Summary: Key Ideas
      1. Team Life Cycle
      2. Team Stages
      3. STARS® Method
  13. 3 Creating a Team Development Plan
    1. Protecting Your Project Assets
    2. Team Development Plan: What Is It?
      1. Team Development Plan Components
        1. Team Vision
        2. Determining the Team Mission
        3. Setting Team Goals
        4. Identifying Team Deliverables
        5. Team “SWOT” Analysis
        6. Performance Indicators
        7. Team Performance Action Plan
    3. Summary: Key Ideas
      1. Team Development Plan
  14. 4 Getting Buy-In for the Team Development Plan
    1. “Selling” the Team Development Plan: Challenges and Opportunities
      1. External Obstacles
      2. Internal Obstacles
    2. Gaining Buy-In and Commitment: The Process
    3. Tips for Influencing Upward
    4. Tips for Influencing Team Members
    5. Influencing Team Members: Communication Guidelines
      1. Providing Continuous Reinforcement
    6. Modeling The Plan
    7. Summary: Key Ideas
      1. Concept of “Selling” the Team Development Plan
      2. Influencing Successfully
      3. Modeling the Team Development Plan
  15. 5 Influencing Multigenerational Team Members
    1. Teamwork: A Multigenerational Concept
    2. Multigenerational Characteristics
      1. Matures
        1. Cultural Experiences
        2. Work Values
        3. Work Strengths
      2. Baby Boomers
        1. Cultural Experiences
        2. Work Values
        3. Work Strengths
      3. Generation Xers
        1. Cultural Experiences
        2. Work Values
        3. Work Strengths
      4. New Millennials
        1. Cultural Experiences
        2. Work Values
        3. Work Strengths
      5. Team Leadership Preferences
      6. Tips for Engaging Each Generation
        1. Engaging Matures
        2. Engaging Baby Boomers
        3. Engaging Generation Xers
        4. Engaging New Millennials
    3. Generational Alliances and Conflicts
      1. Multigenerational Alliances
      2. Multigenerational Conflicts
    4. Building Multigenerational Collaboration
    5. Summary: Key Ideas
      1. The Generations
      2. Team Leadership Preferences
      3. Building Multigenerational Collaboration
      4. Multigenerational Leadership Essentials
  16. 6 Facilitating Team Development at Meetings
    1. Facilitation Power
    2. Facilitating as a Process
      1. Leading Versus Facilitating Meetings
    3. Creating Ground Rules
      1. Sample Ground Rules
      2. Enforcing Ground Rules
      3. Facilitator Competencies
        1. Managing Expectations
        2. Appealing to Styles
      4. The Four Ds
        1. Discussing:
        2. Debating:
        3. Deciding:
        4. Debriefing:
      5. Questioning and Listening
        1. Open Questions
        2. Closed Questions
        3. Clarifying Questions
      6. Keeping Others Focused
        1. Transitions
        2. Internal Previews
        3. Internal Summaries
        4. Signposts
      7. Building Collaboration
      8. Managing Resistance and Conflict
        1. Guidelines for Managing Conflict responses
    4. Summary: Key Ideas
      1. Facilitating at Meetings: An Essential Team Development Skill
  17. 7 Team Succession Planning
    1. Evaluating the Team “Brain” of Knowledge
    2. Team “Brain Drain”
      1. Guidelines for Team Knowledge Transfer
        1. To Do
        2. To Avoid
    3. Knowledge Transfer Methods
    4. Creating a Team Succession Plan
      1. Team Succession Plan Components
    5. Summary: Key Ideas
      1. Team “Brain” of Knowledge
      2. Knowledge Transfer Guidelines
      3. Knowledge Transfer Methods
      4. Creating a Team Succession Plan
  18. 8 Leading Team Transformation
    1. Transforming Teams at A Project Level
    2. Leading Transformation: What is Required?
      1. Supporting the Vision
      2. Communicating the Team Vision
        1. Focusing Teams on the Vision
      3. Benefits of A Transformational Team
      4. Drawbacks for Teams Undergoing Transformation
      5. Team Skills Needed for Transformation
      6. Leading Team Transformation: Best Practices
      7. Why Teams Lose Their Transformative Powers
    3. Summary: Key Ideas
      1. Transforming Teams: Best Practices
  19. 9 Future of Teams
    1. Necessity for Team Development Planning
    2. From “Soft” to “Essential”
    3. Changes in Project Team Membership
    4. Trends for PMs and BAs
      1. From Project Specialists to Business Generalists
      2. From Office to Home
      3. From Left Brain to Whole Brain
      4. Becoming More Entrepreneurial
      5. Becoming Relationship Managers
      6. Coaching Peers
      7. Managing Upward
      8. Demonstrating Career Resiliency
    5. Summary: Key Ideas
      1. Future of Team Development Planning
  20. Appendix
    1. A.1 PM and BA Team Planning Competency Assessment
    2. A.2 Observing Team Behaviors: Checklist
    3. A.3 Team Conflict Observation Guide
    4. A.4 Identifying Team Stages Using Stars®
    5. A.5 Team Development Plan Template
    6. A.6 Team Performance Action Planner
    7. A.7 Selling the Team Development Plan: Influencing Conversation Template
    8. A.8 Communicating the Team Development Plan: Checklist
    9. A.9 Modeling the Team Development Plan
    10. A.10 Leading Multiple Generations on Teams: Comparison Chart
    11. A.11 Building a Stronger Multigenerational Team: Checklist
    12. A.12 Facilitating Team Development at Meetings
    13. A.13 The 4Ds Planning Template
    14. A.14 Building Team Collaboration Checklist
    15. A.15 Team Meeting Facilitation Best Practices Checklist
    16. A.16 Team Stages and Activity Goals
    17. A.17 Team Competency Needs
    18. A.18 Evaluating the Team “Brain” of Knowledge: Checklist
    19. A.19 Team Transformation Guidelines
    20. A.20 Team Transformation Skill Development Planner
    21. A.21 Team Succession Planning Template
    22. A.22 Preparing for the Future: Team Development Checklist
  21. Selected Bibliography
  22. Index

Product information

  • Title: Team Planning for Project Managers and Business Analysts
  • Author(s): Gail Levitt
  • Release date: April 2016
  • Publisher(s): Auerbach Publications
  • ISBN: 9781466578654