Team Science Toolkit
Team Maturation
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Team Science Toolkit
- Overview
- Team Formation
- Team Launch
Team Maturation
- Team Assessment
Cohesion
Team cohesion describes the extent to which members bond or strongly connect with each other and with the purpose of the team.
Team cohesion emerges over time and has been one of the most investigated team constructs over the past century.
References
Salas, E., Grossman, R., Hughes, A.M., and Coultas, C.W. (2015). Measuring team cohesion: Observations from the science. Human Factors: The Journal of Human Factors and Ergonomics Society, 57(3), 365-374. doi:10.1177/0018720815578267.
Research has shown that team cohesion is strongly associated with team effectiveness and team performance.
Team cohesion positively predicts positive member attitudes and members' willingness to continue working together in the future.
References
Beal, D.J., Cohen, R.R., Burke, M.J., and McLendon, C.L. (2003). Cohesion and performance in groups: a meta-analytic clarification of construct relations. Journal of applied psychology, 88(6), 989.
Mathieu, J.E., Kukenberger, M.R., D’Innocenzo, L., and Reilly, G. (2015). Modeling reciprocal team cohesion-performance relationships, as impacted by shared leadership and members’ competence. Journal of Applied Psychology, 100(3), 713-734.
Mathieu, J., Maynard, M.T., Rapp, T., and Gilson, L. (2008). Team effectiveness 1997-2007: A review of recent advancements and a glimpse into the future. Journal of management, 34(3), 410-476.
Mathieu, J.E., Gallagher, P.T., Domingo, M.A., and Klock, E.A. (2019). Embracing Complexity: Reviewing the Past Decade of Team Effectiveness Research. Annual Review of Organizational Psychology and Organizational Behavior, 6(1).
Social cohesion
A collective sense of belonging based in which team members feel a part of the team.
Team members know each other and have social relationships with each other.
Task Cohesion
Bonding between group members based on a shared commitment toward achieving the team’s goals and objectives.
Team members having working relationships with each other.
References
Salas, E., Grossman, R., Hughes, A.M., and Coultas, C.W. (2015). Measuring team cohesion: Observations from the science. Human Factors: The Journal of Human Factors and Ergonomics Society, 57(3), 365-374. doi:10.1177/0018720815578267.
Interact on a personal level
Activities such as eating meals together, playing sports, having happy hours and doing charitable work together helps members to get to know each other and therefore builds social cohesion.
Increase team identity
Team members who feel deeply connected to their team are more likely to develop cohesion.
Establish clear objectives, ground rules and specific commitments
Establishing structures and procedures that are followed by all members helps the team to coalesce around shared norms and practices, building cohesion
Build shared (or horizontal) leadership
Allowing multiple members to adopt leadership functions traditionally handled by one hierarchical leader forges closer ties among team members and mutual influence, which increase cohesion.
Shared leadership has been shown to be a strong predictor of cohesion over time.
Establish healthy ways of handling conflict as it occurs
Conflict dealt with quickly and in an agreed upon manner facilitates team cohesion.
Build trust in teammates by giving everyone a voice.
Ensuring that team members feel safe to be vulnerable and to participate openly in discussions supports the emergence of team cohesion.
Celebrate team wins
Showing appreciation for member and team successes builds camaraderie and reinforces team efforts.
References
Mach, M., Dolan, S., and Tzafrir, S. (2010). The differential effect of team members' trust on team performance: The mediation role of team cohesion. Journal of Occupational and Organizational Psychology, 83(3), 771-794.
Mathieu, J.E., Kukenberger, M.R., D’Innocenzo, L., and Reilly, G. (2015). Modeling reciprocal team cohesion-performance relationships, as impacted by shared leadership and members’ competence. Journal of Applied Psychology, 100(3), 713-734.
Team Communication
Perspective taking occurs when a person attempts to understand another person’s thoughts, motives, and/or feelings as well as why they think and/or feel the way they do.
Perspective taking is attempting to understand others in a non-judgmental way.
References
Parker, S. K., Atkins, P. W., & Axtell, C. M. (2008). Building better workplaces through individual perspective taking: A fresh look at a fundamental human process. International Review of Industrial and Organizational Psychology, 23, 149.
Perspective taking has been found to reduce stereotyping and prejudice through increased empathy.
Perspective taking has the potential to help teams deal with the challenges of diversity in a virtual or face-to-face environment by increasing team member’s awareness of other’s differences, promoting understanding, and improving team trust and performance.
Teams that use perspective taking have been shown to have higher levels of team trust, team creativity (which has a positive relationship with performance), and more helping among team members.
Perspective taking “is perhaps the single most powerful and effective tool for engaging conflict constructively.”
“When you are able to demonstrate to your conflict partner that you comprehend their view, respect their position, and have empathy and regard for their feelings and values, despite seeing things differently, incredible progress is possible. Most conflicts become more volatile and intense with the failure to acknowledge differences constructively…Simply put, when done well, perspective taking is disarming because it demonstrates a willingness to consider the views, positions and feelings of others.” Flanagan & Runde, 2009, p. 22
References
Flanagan, T., & Runde, C. (2009). How teams can capitalize on conflict. Strategy & Leadership, _37(_1), 20-22.
Galinsky, A. D., and Moskowitz, G. B., 2000, "Perspective taking: Decreased stereotype expression, stereotype accessibility, and in-group favouritism," Journal of Personality & Social Psychology, 78, 708-724.
Van Dyne L., and LePine, J. A., 1998, Helping and voice extra-role behaviors: Evidence of construct and predictive validity, Academy of Management Journal, 41, 108-119.
Hoever, I. J., Van Knippenberg, D., Van Ginkel, W. P., & Barkema, H. G. (2012). Fostering team creativity: perspective taking as key to unlocking diversity's potential. Journal of applied psychology, 97(5), 982.
Recognize that active perspective taking requires intentional effort and is not necessarily subconscious or automatic.
Allow opportunities for team members to get to know one another and share values, attitudes, and personality, which promotes familiarity.
Icebreakers can facilitate social interaction in meetings.
Recognize that someone’s immediate circumstances, past experiences, beliefs, and culture can influence their perceptions and feelings.
There is often a reason behind someone’s actions that might extend beyond the workplace.
Perspective taking is especially important on teams with different cultures because it is easy to assume that everyone has a background like yours.
Appreciate differences among team members
Acknowledge when a teammate sees an issue differently than others and ask, “Can you tell us more?”
Take a moment to remind yourself and/or your team that others can have different thoughts, feelings, and knowledge than you and that these differences can help your team grow
Remember that different is not bad, deficient, or less than.
Try to relate to a teammate’s perspective by imagining yourself in their position, keeping in mind their specific experiences and beliefs.
Attempt to find things in common with a teammate through past experiences or feelings.
Ask yourself: “What is life like for that person? What might be influencing how they perceive this situation? How can I try to understand how they feel?”
Work through the obstacles to successful perspective taking (see below)
References
Flanagan, T., & Runde, C. (2009). How teams can capitalize on conflict. Strategy & Leadership, _37(_1), 20-22.
Parker, S. K., Atkins, P. W., & Axtell, C. M. (2008). Building better workplaces through individual perspective taking: A fresh look at a fundamental human process. International Review of Industrial and Organizational Psychology, 23, 149.
Fundamental Attribution Error
Attributing other’s behavior to their personality or characteristics about themselves while giving ourselves the “benefit of the doubt” and attributing our behaviors to external factors
Example:
Your coworker is late to a meeting. Your first thought is that they should get their act together and be more conscientious and punctual. However, when you are late to a meeting, you attribute your tardiness to the fact that your child had to be unexpectedly picked up from school because of illness. A similar external reason for tardiness may also be true of your coworker.
Assess whether you give grace to yourself that you don’t extend to others in explaining their behavior.
Extend compassion to teammates and try to give them the benefit of the doubt.
Naïve Realism
Believing that we see the world objectively, rationally, and correctly
Example:
Your team meeting begins to get off topic and turns into a discussion about current politics. You and your teammate differ in political views and you say something about the current mayor that upsets your coworker. Your coworker later approaches you and shares that what you said was upsetting, but you believe your political view was right, so you don’t think that you said anything wrong.
Ask yourself:
Is it possible that you do not know the complete situation?
Are you assuming your teammate’s perspective is wrong without listening?
Intergroup Bias
Trusting and favoring those that remind us of ourselves or previous positive experiences
Example:
A team leader is tasked with putting together a new team for a project. He looks over the possible team members and chooses five people from his department because they all have similar backgrounds.
Remind yourself of this bias and gather input from people who differ from you or the team as a whole
Confirmation Bias
Choosing, supporting, and/or recalling information that confirms our pre-existing notions.
Example:
During a meeting, you present the status of an ongoing project. A teammate working on the same project interjects and re-interprets something that you listed on a slide of your presentation. You get upset and do not listen to their interpretation because it directly contradicts yours.
Be open and accepting of opposing viewpoints or information from others during collaboration. Remind yourself that it is okay to be incorrect and that all team members have valuable perspectives.
References
Parker, S. K., Atkins, P. W., & Axtell, C. M. (2008). Building better workplaces through individual perspective taking: A fresh look at a fundamental human process. International Review of Industrial and Organizational Psychology, 23, 149.
Brief Definition/ Description of Information Sharing
Information sharing (also referred to as knowledge sharing) is the cognitive process through which team members discuss information with their team.
Information can either be:
Commonly known among all group members (shared information) or
Uniquely known by a single group member (unshared information)
Uniquely held information is especially valued because member cognitive
Information sharing also represents how broadly or openly knowledge is communicated on topics such as team goals, progress, and coordination.
References
Knowledge Sharing: Leveraging Trust and Leadership to Increase Team Performance
Argote, L. (2012). Organizational learning: Creating, retaining and transferring knowledge. Springer Science & Business Media.
Mohammed, S., Rico, R., & Alipour, K. (2021). Team Cognition at a Crossroad: Toward Conceptual Integration and Network Configurations. Academy of Management Annals, 15(2), 455-501.
Mesmer-Magnus, J. R., & DeChurch, L. A. (2009). Information sharing and team performance: A meta-analysis. Journal of applied psychology, 94(2), 535.
Stasser, G., & Titus, W. (1985). Pooling of unshared information in group decision making: Biased information sampling during discussion. Journal of Personality and Social Psychology, 48, 1467–1478.
Stasser, G., & Titus, W. (1987). Effects of information load and percent- age of shared information on the dissemination of unshared information during group discussion. Journal of Personality and Social Psychology, 53, 81–93.
Research across many studies has shown that information sharing positively predicts team performance. Sharing unique information:
Allows the team to build on available knowledge within the team to increase the team’s collective knowledge, which improves performance.
Allows for more important and relevant information to be considered in decision-making processes, thus yielding better decisions.
Sharing information openly:
Improves team socio-emotional functioning
Promotes trust and cohesion
Increases the opportunity for unique information sharing
Information sharing can increase a team’s competitive edge when new knowledge is not replicated among competitors.
References
Knowledge Sharing: Leveraging Trust and Leadership to Increase Team Performance
Mesmer-Magnus, J. R., & DeChurch, L. A. (2009). Information sharing and team performance: A meta-analysis. Journal of applied psychology, 94(2), 535.
Mesmer-Magnus, J. R., DeChurch, L. A., Jimenez-Rodriguez, M., Wildman, J., & Shuffler, M. (2011). A meta-analytic investigation of virtuality and information sharing in teams.Organizational Behavior and Human Decision Processes, 115(2), 214-225.
Mohammed, S., Rico, R., & Alipour, K. (2021). Team Cognition at a Crossroad: Conceptual Integration and Network Configurations. Academy of Management Annals, 15(2), 455-501.
Unfortunately, group members are more likely to disproportionately discuss already commonly known information relative to members’ unique/value-added information.
This is detrimental because fixating on commonly known information:
Merely rehashes the same information, thus preventing knowledge to build because of the significant knowledge overlap across members
Fosters myopic decision making because of the significant knowledge overlap across members
Situations where teams fail to share information when it is most important for them to do so:
Members already know all the necessary information
Members can make decisions independently
Members are highly similar to one another
Tasks are simple and tasks are independent
Research across many studies showed that teams that met more virtually:
Shared more unique information than open information
But open information sharing had a greater impact on team performance than unique information
So virtual teams should
In contrast, teams that met more face-to-face:
Shared information more openly than uniquely
But unique information had a greater impact on team performance than open
information
References
Mesmer-Magnus, J. R., & DeChurch, L. A. (2009). Information sharing and team performance: A meta-analysis. Journal of applied psychology, 94(2), 535.
Mesmer-Magnus, J. R., DeChurch, L. A., Jimenez-Rodriguez, M., Wildman, J., & Shuffler, M. (2011). A meta-analytic investigation of virtuality and information sharing in teams. Organizational Behavior and Human Decision Processes, 115(2), 214-225.
Because information sharing is a cognitive process involving the whole team, information sharing requires top-down processes starting with a team leader to set a team standard and climate for fostering information sharing
Create Opportunities for Information Sharing
Dedicate time during team meetings specifically for information sharing
Promote information sharing channels that can happen asynchronously, so team members need not wait until formal meetings to share information
Consider using real-time chat platforms that streamline instant messaging to remove barriers to sharing information
Select a single platform for communicating (e.g., Microsoft teams, Slack, etc.) to reduce fragmented sharing
Set a Positive Example as a Leader
Share your unique information and share information broadly
Be transparent about your successes and failures in the team
Establish information sharing as a norm within the team
Identify Expertise
Identify team members as having expert roles because knowing that each group member can offer unique expertise increases the likelihood of sharing information
Value the expertise each team member brings to the team
Empower the Team
Remind team members that they collectively have the knowledge, skills, and abilities needed for superior problem solving
Encourage team members to actively share their uniquely held information
Empower team members to actively seek out decision-relevant information from their teammates
Promote a Cooperative Climate to Increase Unique Information Sharing
Shift the focus and goal from individual performance to overall team performance
Remove incentives to hoard unique information for later use
Acknowledge and praise team members for sharing information
Foster Psychological Safety
Create an environment in which team members can exchange information without the fear of being embarrassed, humiliated, or punished
Fostering psychological safety helps to build trust, an important condition for sharing knowledge
References
7 Ways to Improve Knowledge Sharing Across Your Organization
Knowledge Sharing: Leveraging Trust and Leadership to Increase Team Performance
Knowledge Sharing: 5 Strategies to Share Knowledge in the Workplace
Mesmer-Magnus, J. R., & DeChurch, L. A. (2009). Information sharing and team performance: A meta-analysis. Journal of applied psychology, 94(2), 535.
Newman, A., Donohue, R., & Eva, N. (2017). Psychological safety: A systematic review of the literature. Human Resource Management Review, 27(3), 521-535.
Zhang, Y., Fang, Y., Wei, K., & Chen, H. (2010). Exploring the role of psychological safety in promoting the intention to continue sharing knowledge in virtual communities. International Journal of Information Management, 30(5), 425-436.
Conflict Resolution
Conflict resolution is the process by which a peaceful ending occurs between two or more individuals experiencing disagreement.
Unresolved conflict can lead to higher team member anxiety, stress and hostility between team members.
Allowed to fester, conflict can impair the team’s performance and lead to team members no longer wanting to work together.
References
de Wit, F.R.C., Greer, L.L., & Jehn, K.A. (2012). The paradox of intragroup conflict: A meta-analysis. Journal of Applied Psychology, 97(2), 360–390. https://doi.org/10.1037/a0024844
Relationship Conflict
Emotional and interpersonal disagreements causing anger, tension and animosity in the group
Has been found to decrease team performance
Task Conflict
Disagreements over ideas, opinions and task content
Has been found to have a curvilinear relationship with team performance (too little or too much lowers performance)
Process Conflict
Disagreements over how to get work done and who should do what
Has been shown to decrease team performance
Temporal Conflict
A form of process conflict describing disagreements concerning when work should be accomplished, how long tasks should take and how work should be paced
References
de Wit, F.R.C., Greer, L.L., & Jehn, K.A. (2012). The paradox of intragroup conflict: A meta-analysis. Journal of Applied Psychology, 97(2), 360–390. https://doi.org/10.1037/a0024844
Jehn, K.A. (1997). A Qualitative Analysis of Conflict Types and Dimensions in Organizational Groups. Administrative Science Quarterly, 42(3), 530.
Mohammed, S., Alipour, K., Martinez, P., Livert, D., and Fitzgerald, D. (2017). Conflict in the Kitchen: Temporal diversity and temporal disagreements in chef teams. Group Dynamics: Theory, Research, and Practice, 21(1), 1-19.
Results are likely to be better with active engagement rather than avoidance.
Conflict that stays unresolved can have long-term negative impact on a team.
Conflict is inevitable and both positive and negative consequences may occur depending on how conflict is managed.
Expect conflict and be proactive, adjusting to the different types of conflict to resolve the situation.
People must be motivated to address conflict.
Explain the importance of conflict resolution to foster a shared value of addressing conflict.
Behavioral, cognitive and emotional skills can be acquired to reduce dysfunctional conflict.
Training these skills in your team may result in less damaging conflict and quicker conflict resolution.
Emotional skills require self-awareness.
Train team members to be sensitive to how they communicate or assign tasks/roles, understanding that teammates might be interpreting these behaviors differently.
The environment must be neutral to feel safe.
Don’t put team members on the spot to resolve conflict.
Be aware that some interpersonal conflict should not be discussed in a team meeting but one-on-one.
References
Overton, A.R., and Lowry, A.C. (2013). Conflict management: Difficult conversations with difficult people. Clinics in Colon and Rectal Surgery, 26(4), 259–264. https://doi.org/10.1055/s-0033-1356728.
Set ground rules such as treating each other with respect and dignity.
Complete a team charter detailing how the team will handle conflict before it arises.
Listen to everyone’s perspective.
Focus on the issues, not the person.
Have opposing participants paraphrase what others say to ensure everyone understands the reasons for conflict.
Summarize the conflict and have everyone agree that all grievances have been expressed.
Brainstorm possible resolutions and remove the solutions that are viewed as ineffective by one or more participant.
Summarize possible solutions that are agreed upon by all participants and choose the best resolution.
Assign next steps, ensuring that everyone has specific actions to take and assignments are accepted.
End meeting by thanking each other for working to resolve conflict.
References
Team-Building
Team-building involves a set of strategies designed to help team members build camaraderie, develop more effective interpersonal interactions, and form a cohesive team.
Going beyond icebreakers, team-building activities have a focused objective and tend to include four main components:
Goal-setting – sets long-term vision, creates a mission statement, sets SMART goals
Role clarification – sets standards and expectations regarding what each member will contribute in the team
Interpersonal relations – helps team members understand each other better and improve communication, trust, and team cohesion
Problem-solving – helps team members improve how they manage problems by setting goals, clarifying roles, and improving interpersonal interactions
References
Klein, C., DiazGranados, D., Salas, E., Le, H., Burke, C.S., Lyons, R., and Goodwin, G.F. (2009). Does team building work? Small Group Research. Small Group Research, 40(2), 181–222.
Team-building allows teams to practice core processes such as collective goal-setting and problem-solving.
Across many studies, team-building activities involving goal-setting, role clarification, interpersonal relations and problem-solving have been shown to increase trust, cohesion, psychological safety and feelings of team effectiveness (potency).
Goal-setting and role clarification demonstrated the strongest influences on outcomes.
Team-building also increases team processes such as coordination and communication.
When an organization invests in team-building, it communicates support for team members and a commitment to developing teams.
References
Shuffler, M.L., Diazgranados, D., Maynard, M.T., and Salas, E. (2018). Developing, sustaining, and maximizing team effectiveness: An integrative, dynamic perspective of team development interventions. Academy of Management Annals, 12(2), 688–724. https://doi.org/10.5465/annals.2016.0045
Klein, C., DiazGranados, D., Salas, E., Le, H., Burke, C.S., Lyons, R., and Goodwin, G.F. (2009). Does team building work? Small Group Research. Small Group Research, 40(2), 181–222.
Team-building activities range from very simple (taking a walk together) to very extravagant (a retreat requiring travel)
Task-based activities (e.g., collectively building a team mission statement, identifying how member roles intersect with each other)
Social games
Retreats
Escape rooms
Scavenger hunts
Group volunteering
Hikes/obstacle courses
Team fun run
Camping/survival challenges
Cooking challenges
Team sports days
Picnics
References
Depping, A.E., Mandryk, R.L., Johanson, C., Bowey, J.T., and Thomson, S.C. (2016, October). Trust me: social games are better than social icebreakers at building trust. In Proceedings of the 2016 Annual Symposium on Computer-Human Interaction in Play (pp. 116-129). ACM.
Preparing for team-building
Planning is essential
Assign a team-building facilitator who will be in charge of planning and managing team-building activities
Be clear about the purpose of the team-building
Focus on what the team most needs for effective performance, because team-building is most effective for addressing specific team needs
Ask team members about team needs
Target specific areas for team improvement (e.g., work on a specific deficiency, improve communication skills, build trust, reduce conflict)
Creatively select team-building activities that will address the team-building objectives and will be engaging
When in doubt, ask if the activity selected:
Satisfies one of the core goals identified
Will be fun and challenging
Consider location, facilities, budget and activities in selecting a venue
Consider informing members about the topic of the exercises beforehand to allow members reflect and come better prepared to engage
During the Team-Building
Begin with icebreakers to lighten the mood and prepare members for more serious discussion.
Ensure that everyone has the opportunity to speak and balance out turn taking among members to foster inclusion.
Establish that there are no right and wrong answers to foster a climate of interpersonal or psychological safety.
Consider recording videos and pictures from the retreat to highlight the fun moments and make the event more memorable.
Before everyone leaves, gather feedback from participants to evaluate team-building effectiveness.
After the team-building
Evaluate the effectiveness of the team-building activities
Did the team-building achieve the stated goals and objectives?
Plan for regularly recurring team-building interventions
Should not be a one-time fix
Team-building is best viewed as an ongoing process and therefore should occur throughout the lifespan of a team
References
Shuffler, M.L., DiazGranados, D., and Salas, E. (2011). There’s a science for that: Team development interventions in organizations. Current Directions in Psychological Science, 20(6), 365-372.
Team-building toolkit with "how-to" tips and a list of team-building activities
Training Wheels (creative team-building resources, blogs, online games database, online store and opportunity to pay for tailored team building programs)
Team Empowerment
Team empowerment means that team members feel that they have control over and find meaning in their work. This includes the following four key elements:
Autonomy - the extent to which team members have control over carrying out their work
Impact - the extent to which a team’s work is perceived as making a difference in a company
Competence - the extent to which team members believe they can carry out their work skillfully
Meaningfulness - the extent to which team members care about the work they do
References
Kirkman, B. L., & Rosen, B. (1999). Beyond self-management: Antecedents and consequences of team
empowerment. Academy of Management Journal, 42(1), 58-74.
Kirkman, B., Chen, G., & Mathieu, J. (2020). Improving employee performance by developing
empowering leaders & companies. Behavioral Science & Policy, 6(1), 23-36.
Maynard, M. T., Gilson, L. L., & Mathieu, J. E. (2012). Empowerment—fad or fab? A multilevel review of
the past two decades of research. Journal of Management, 38(4), 1231-1281.
Team empowerment is associated with higher task performance and greater innovation.
Members who feel a sense of empowerment tend to go above and beyond in their work and be more helpful to their coworkers.
Team empowerment is associated with higher job satisfaction and commitment to the organization.
Empowered team members tend to experience less work strain and have lower turnover intentions.
References
Kirkman, B., Chen, G., & Mathieu, J. (2020). Improving employee performance by developing
empowering leaders & companies. Behavioral Science & Policy, 6(1), 23-36.
Seibert, S. E., Wang, G., & Courtright, S. H. (2011). Antecedents and consequences of psychological and
team empowerment in organizations: a meta-analytic review. Journal of Applied
Psychology, 96(5), 981.
Before empowering team members, determine whether they are:
ready, by communicating why empowerment is needed,
willing, by sincerely indicating that changes are legitimate and that members will be supported, and
able, by having the resources to provide team members with training and adequate support.
Be prepared to invest in team empowerment long-term, as the most successful programs are established as ongoing processes rather than a one-time deal.
Minimize barriers to building empowerment across several levels of the organization.
The following are questions to ask yourself to avoid common pitfalls across organizational levels:
Team Member barriers to empowerment:
Are team members equipped to handle increased responsibility so competence is maximized?
Do team members expect a pay increase in return for higher autonomy and workload increases?
Leader barriers to empowerment:
Are leaders avoiding micromanagement to facilitate team autonomy?
How can leaders coach team members to help them succeed with more autonomy?
Do any leaders feel threatened by the idea of empowering their teams?
Company barriers to empowerment
Are there any organizational restrictions that make it difficult to provide teams and leaders with adequate support and resources?
Do team member job requirements leave too little room for alteration in the pursuit of empowerment?
References
Kirkman, B., Chen, G., & Mathieu, J. (2020). Improving employee performance by developing
empowering leaders & companies. Behavioral Science & Policy, 6(1), 23-36.
Empowering actions taken by leaders
Have your team members’ best interests at heart
Demonstrate care and concern, especially as they navigate their new responsibilities.
Remember that empowering teams is about lifting them up rather than threatening your position as leader.
Mentor employees through mistakes or struggles with their increased autonomy.
Lighten up and spread some joy at work to help balance out higher job demands with a pleasant and replenishing atmosphere.
Role model the four elements of empowerment to teams:
Autonomy - take the initiative to make decisions and offer solutions to problems
Impact - explicitly communicate how specific actions taken by yourself and team members have directly contributed to organizational goals or outcomes
Competence - recognize and draw on your own skills and strengths to help accomplish team goals
Meaningfulness - show sincere enthusiasm for your work
Ask for member input and then implement their ideas when making decisions
Coach teams by:
clarifying how much authority they have,
describing how much you, as the leader, should be kept in the loop,
explaining how they can get help with their expanded responsibilities,
accepting and building on their ideas and input,
communicating what resources they have at their disposal and how they can access these resources,
providing constructive and thoughtful feedback,
recognizing them for their hard work and effort.
Be open and transparent about important strategic information to help support team member thinking and decision making (See entry on psychological safety).
Examples include speaking with candor regarding sharing budgetary restrictions, explaining why particular policies or initiatives were implemented, or sharing leads that may be helpful for a project.
Empowering actions taken by organizations:
Foster a supportive climate by establishing values, norms, and beliefs that encourage empowerment.
Provide organization-wide support that makes it clear to employees that the company truly wants them to feel empowered.
Attain backing from, or hire, leaders who will support a culture of empowerment.
Establish widespread training that communicates the available resources, purpose, and support for team empowerment.
Provide rewards to team members who engage in empowerment practices.
Cultivate trust by providing the resources to support team empowerment.
References
Kirkman, B. L., & Rosen, B. (1999). Beyond self-management: Antecedents and consequences of team empowerment. Academy of Management Journal, 42(1), 58-74.
Kirkman, B., Chen, G., & Mathieu, J. (2020). Improving employee performance by developing empowering leaders & companies. Behavioral Science & Policy, 6(1), 23-36.
Seibert, S. E., Wang, G., & Courtright, S. H. (2011). Antecedents and consequences of psychological and team empowerment in organizations: a meta-analytic review. Journal of Applied Psychology, 96(5), 981.
Leadership in Teams
Leadership provides direction and support to enable team members to successfully accomplish team goals.
Effective team leaders foster interconnectivity and integration among members so that there is a synergistic combination of member resources and expertise.
References
Morgeson, F.P., DeRue, D.S., and Karam, E.P. (2010). Leadership in teams: A functional approach to understanding leadership structures and processes. Journal of Management, 36(1), 5-39.
Across many studies, task-focused leadership (e.g., directing actions, boundary spanning, providing rewards) has been shown to improve team effectiveness and team productivity.
Across many studies, person-focused leadership (e.g., showing consideration for members, empowering members, charisma) has been shown to improve team effectiveness, team productivity, and team learning.
Leadership in teams aids in correcting team errors and provides much needed direction in challenging circumstances.
References
Burke, C.S., Stagl, K.C., Klein, C., Goodwin, G.F., Salas, E., and Halpin, S.M. (2006). What type of leadership behaviors are functional in teams? A meta-analysis. The Leadership Quarterly, 17(3), 288-307.
Baran, B.E., and Scott, C.W. (2010). Organizing ambiguity: A grounded theory of leadership and sensemaking within dangerous contexts. Military Psychology, 22(1), S42-S69.
Leadership in a team may be:
Internal (leader is a member of the team) or external (outside the team’s daily activities) to the team
Formal (responsibilities are explicitly acknowledged) or informal (emergent, stepping up when there is a leadership need without direct responsibility given)
One person or multiple people
References
Morgeson, F.P., DeRue, D.S., and Karam, E.P. (2010). Leadership in teams: A functional approach to understanding leadership structures and processes. Journal of Management, 36(1), 5-39.
The following leadership functions satisfy critical team needs and direct behavior toward team goal attainment.
Leadership functions in the transition phase
(Evaluation and planning activities toward the purpose of accomplishing goals)
Compose team – select team members with the knowledge, skills, abilities and other characteristics to aid the team in accomplishing its mission
Define mission – ensure the team has a clear vision and understanding of its collective purpose
Establish expectations and goals – communicate expectations and maintain clear standards of performance
Structure and plan – clarify member roles, task performance strategies and operating procedures for the work to be completed
Train and develop team – help team members develop skills, provide task-related instructions and help new members learn how to perform tasks
Sensemaking – help the team make sense of ambiguous events and facilitate the team’s understanding of situations
Provide feedback – review performance results, offer corrective feedback and reward meeting performance standards
Leadership functions in the action phase
(Activities directly contributing to team goal attainment)
Monitor team – keep informed of team member actions, notice errors in task procedures, request information from team members and recognize changes in the team’s external environment
Manage team boundaries – represent the team to other parts of the organization, advocate for the team to others and buffer the team from external influences
Challenge team – question the status quo, suggest new performance strategies and improve how the team accomplishes work
Perform team tasks – assist team members in doing their work and “pitch in” to help out wherever needed
Solve problems – engage the team in problem solving, seek out multiple perspectives and generate solutions to team problems
Provide resources – obtain resources for the team and ensure that equipment and supplies are available
Encourage team self-management – empower the team to decide who should do what and solve problems as they arise
Support social climate – demonstrate concern for team members’ well-being and respond to team member needs promptly
References
Morgeson, F.P., DeRue, D.S., and Karam, E.P. (2010). Leadership in teams: A functional approach to understanding leadership structures and processes. Journal of Management, 36(1), 5-39.
Leadership is a key intervention point for improving team effectiveness, but there is no one right way to lead a team.
Key team leadership activities involve creating clear, compelling and consequential team goals and creating a team and organizational structure that facilitates teamwork.
Leadership that empowers team members (e.g., encourages participative decision making and builds team efficacy) has been shown to be especially effective in promoting team learning, building psychological safety and reducing status and power differences.
Leadership interventions should be appropriately timed. For example:
Build team motivation at the beginning of a team’s task cycle
Consult the team about its work strategy in the middle of a team’s task cycle
Help members reflect on and learn from the lessons of collective work at the end of a team’s task cycle
References
Hackman, J.R. (2002). Leading Teams: Setting the Stage for Great Performances. Boston: Harvard Business School Press.
Burke, C.S., Stagl, K.C., Klein, C., Goodwin, G.F., Salas, E., and Halpin, S.M. (2006). What type of leadership behaviors are functional in teams? A meta-analysis. The Leadership Quarterly, 17(3), 288-307.
Edmondson, A.C. (1999). Psychological safety and learning behavior in work teams. Administrative Science Quarterly, 44(2), 350–383. https://doi.org/10.2307/2392254
Hackman, J.R., Wageman, R., and Fisher, C.M. (2009). Leading teams when the time is right: Finding the best moments to act. Organizational Dynamics, 38(3), 192-203.
Leading Teams: Setting the Stage for Great Performances by J. Richard Hackman (available for purchase on Amazon)
Organizational Dynamics: Leading Teams When the Time is Right – Finding the Best Moments to Act
Shared leadership refers to the distribution of influence across multiple team members.
Rather than relying on one person as in traditional, vertical leadership models, members may share or rotate leadership responsibilities to allow for:
Greater utilization of expertise in the team
Mutual accountability for team deliverables
Higher team engagement and commitment among members
Shared leadership fits well with the changing nature of work that is more dynamic, complex, ambiguous, and has flatter organizational structures.
References
Carson, J.B., Tesluk, P.E., and Marrone, J.A. 2007. Shared leadership in teams: An investigation of antecedent conditions and performance. Academy of Management Journal, 50, 1217–1234.
Zhu, J., Liao, Z., Yam, K.C., and Johnson, R.E. (2018). Shared leadership: A state-of-the-art review and future research agenda. Journal of Organizational Behavior, 39, 834-852.
Across multiple studies, shared leadership has been shown to improve team performance, over and above more traditional vertical leadership.
Shared leadership improves team performance for face-to-face as well as virtual teams.
Across multiple studies, shared leadership increases team confidence.
Shared leadership has a positive influence on creativity and innovation.
Shared leadership also increases cohesion, trust, psychological safety, team learning and goal commitment while decreasing conflict.
References
Nicolaides, V.C., LaPort, K.A., Chen, T.R., Tomassetti, A.J., Weis, E.J., Zaccaro, S.J., and Cortina, J.M. (2014). The shared leadership of teams: A meta-analysis of proximal, distal, and moderating relationships. The Leadership Quarterly, 25(5), 923-942.
Wang, D., Waldman, D.A., and Zhang, Z. (2013). A meta‐analysis of shared leadership and team effectiveness. Journal of Applied Psychology, 99(2): 181‐198.
D’Innocenzo, L., Mathieu, J.E., Kukenberger, M.R. (2014). A meta‐analysis of different forms of shared leadership‐team performance relations. Journal of Management, 42(7), 1964-1991.
Hoch, J.E., and Kozlowski, S.W. (2014). Leading virtual teams: Hierarchical leadership, structural supports, and shared team leadership. Journal of Applied Psychology, 99(3), 390-403. doi:10.1037/a0030264
Zhu, J., Liao, Z., Yam, K.C., and Johnson, R.E. (2018). Shared leadership: A state-of-the-art review and future research agenda. Journal of Organizational Behavior, 39, 834-852.
When team tasks are highly interdependent and require high coordination
When teams have shorter rather than longer tenure
When the shared leadership consists of new genres (e.g., visionary leadership, charismatic/transformational leadership, empowering leadership) rather than traditional forms (e.g., task-oriented leadership, relationship-oriented leadership)
When shared leadership is measured using network approaches rather than overall assessments (aggregation-based measures)
References
Nicolaides, V.C., LaPort, K.A., Chen, T.R., Tomassetti, A.J., Weis, E.J., Zaccaro, S.J., and Cortina, J.M. (2014). The shared leadership of teams: A meta-analysis of proximal, distal, and moderating relationships. The Leadership Quarterly, 25(5), 923-942.
Wang, D., Waldman, D.A., and Zhang, Z. (2013). A meta‐analysis of shared leadership and team effectiveness. Journal of Applied Psychology, 99(2): 181‐198.
D’Innocenzo, L., Mathieu, J.E., Kukenberger, M.R. (2014). A meta‐analysis of different forms of shared leadership‐team performance relations. Journal of Management, 42(7), 1964-1991.
Formal team leader characteristics
Leaders who are charismatic and inspire followers to move beyond the status quo (transformational leadership)
Leaders who empower followers (e.g., build member efficacy and encourage participation in decision-making)
Leaders who are committed to service and the well-being of followers above focusing on their own personal gains (servant leadership)
Leaders who demonstrate humility (open to new ideas and feedback, acknowledge the contributions and strengths of others)
Leaders who supportively coach team members
Team characteristics
Shared purpose/vision – having a common understanding of the team’s mission and purpose
Task cohesion – member bonding around the purpose of the team
Social support – team members providing emotional and psychological strength to each other
Trust – willingness of team members to be vulnerable with other teammates
Voice – team members’ input into how the team accomplishes its work
Shared team member characteristics
Warmth across team members
Integrity
Self-leadership – members self-direct and motivate their own performance
Proactive personality
References
Zhu, J., Liao, Z., Yam, K.C., and Johnson, R.E. (2018). Shared leadership: A state-of-the-art review and future research agenda. Journal of Organizational Behavior, 39, 834-852.
Carson, J.B., Tesluk, P.E., and Marrone, J.A. (2007). Shared leadership in teams: An investigation of antecedent conditions and performance. Academy of Management Journal, 50, 1217–1234.
Chiu, C.Y.C., Owens, B.P., and Tesluk, P.E. (2016). Initiating and utilizing shared leadership in teams: The role of leader humility, team proactive personality, and team performance capability. Journal of Applied Psychology, 101(12), 1705.
Team Climate
Psychological safety is the shared expectation that team members can safely take interpersonal risks.
In a psychologically safe team, team members can ask questions, share ideas, be vulnerable and make mistakes without the fear of being punished or humiliated.
Psychological safety is not about being nice, but candid, direct and vulnerable.
References
Edmondson, A.C. (1999). Psychological safety and learning behavior in work teams. Administrative Science Quarterly, 44(2), 350–383. https://doi.org/10.2307/2392254.
Edmondson, A.C. (2018). The fearless organization: Creating psychological safety in the workplace for learning, innovation, and growth. John Wiley & Sons.
Psychologically safe teams learn more, which is related to increased performance.
Across many studies, teams with high psychological safety have higher task performance, work engagement, creativity and information-sharing.
The relationship between psychological safety and learning as well as performance is strongest for complex, knowledge intensive tasks involving creativity and sensemaking.
Team members with higher psychological safety are more committed to and satisfied with their team.
References
Edmondson, A.C. (1999). Psychological safety and learning behavior in work teams. Administrative Science Quarterly, 44(2), 350–383. https://doi.org/10.2307/2392254.
Frazier, M.L., Fainschmidt, S., Klinger, R.L., Pezeshkan, A., and Vracheva (2017). Psychological safety: A meta-analytic review and extension. Personnel Psychology, 70, 113-165.
Leaders Should Set the Stage
Frame today’s problems as not being able to be solved by one person or perspective, so everyone’s ideas are needed in a knowledge economy where work is collaborative and complex.
“We have never solved this problem before, so we are all learning together.”
“Your participation is essential to success.”
Acknowledge your own fallibility and limits.
“I may miss something; I don’t have all the answers; I am not an expert in X.”
Allow for team member mistakes.
Mistakes should be considered part of growth and learning rather than punished.
Be vulnerable
A leader or respected team member who is vulnerable and authentic will help cultivate psychological safety among team members.
Leading by example will both consciously and subconsciously signal to team members that the environment is psychologically safe.
Be aware of power and status dynamics.
Power and status influences may limit psychological safety.
If necessary, allow team members a set-aside time to talk about their ideas without a leader present.
Invite engagement
Proactivity invite input.
“We need to hear from you; Your voice may make the difference; We need your brain in the game.”
Provide time in meetings for team members to voice their concerns.
All concerns should be taken seriously and discussed by the team.
Ask plenty of good questions.
Invite divergent, "outside of the box" thinking by asking:
“What are we missing?”
“Who has a different perspective?”
“Let’s play devil’s advocate for a moment”
Invite a deeper level of thinking by asking:
“Unpack that. Tell me more.”
“Can you give us an example?”
“What would happen if we did X?”
“Was everything as good as it could have been?”
Create rules of engagement.
Foster healthy debates between team members but make sure that team members are aware of rules that govern how to treat teammates.
Respond appreciatively
Recognize that even if you set the stage and invite engagement, psychological safety may be damaged if you don’t respond productively.
Show genuine interest in comments.
Listen to understand, not to respond.
Affirm every member's comments in some way.
Generate accountability.
All members should be encouraged to take responsibility for their actions and be affirmed for such behavior.
Holding others accountable helps other members to be more responsible while moving the entire team toward growth.
Don’t humiliate members for admitting mistakes. Rather, help them get back on track.
Note that these steps need to be implemented on a continuous basis and not just at one point in time.
References
Edmondson, A.C. (1999). Psychological safety and learning behavior in work teams. Administrative Science Quarterly, 44(2), 350–383. https://doi.org/10.2307/2392254.
Edmondson, A.C. (2018). The fearless organization: Creating psychological safety in the workplace for learning, innovation, and growth. John Wiley & Sons.
A 60-minute webinar recording and slideshow on "Psychological Safety: Why it Matters, What it is, and How to Cultivate it in Teams" by Susan Simkins (formerly Mohammed), PhD, from the CTSI Translational Science Seminar (TSS) webinar series.
Book by the pioneer of psychological safety research, Amy Edmondson of Harvard University - Edmondson, A. C. (2018). The fearless organization: Creating psychological safety in the workplace for learning, innovation, and growth. John Wiley & Sons.
A 13-minute TED talk about psychological safety by Amy Edmondson
Articles from a multi-year research project at Google on their internal teams featuring the importance of psychological safety
Team innovation climate is the shared commitment of team members to the overall goal of generating and implementing novel and useful solutions to existing problems
Team innovation climate reflects shared beliefs or “the way we do things around here” concerning the creation and execution of novel techniques that improve outcomes
References
West, M. A., & Farr, J. L. (Eds.). (1990). Innovation and creativity at work: Psychological and organizational strategies. John Wiley & Sons.
West, M. A. (1990). The social psychology of innovation in groups. In M. A. West & J. L. Farr (Eds.), Innovation and creativity at work: Psychological and organizational strategies (pp. 309–333). John Wiley & Sons.
Innovation is a competitive advantage in organizations and is in greater demand than ever because of global competition and changing environments and customer needs.
Multiple studies have found that team innovation climate has been shown to improve team innovation.
References
Bain, P. G., Mann, L., & Pirola-Merlo, A. (2001). The innovation imperative: The relationships between team climate, innovation, and performance in research and development teams. Small Group Research, 32(1), 55-73.
Hülsheger U.R., Anderson N, Salgado JF. (2009). Team-level predictors of innovation at work: a comprehensive meta-analysis spanning three decades of research. Journal of Applied Psychology. 94(5), 1128-1145.
Support for innovation
Expectation that team members desire to pursue innovation
Are team members open to change?
Shared objectives/vision
Commitment of team members to the overall goal/objective
Is every team on the same page regarding what needs to be accomplished?
Task orientation/climate for excellence
Shared commitment to improve task performance, both at the individual and team levels
Are team members willing to do the work asked of them?
Participation safety
The shared belief among members that they can participate at all times
Can team members participate without feeling afraid of the consequences?
References
Houston J.M., Jackson C.A., Gilliotte P.M. (2017) Team Climate Inventory (TCI). In: Zeigler-Hill V., Shackelford T. (eds) Encyclopedia of Personality and Individual Differences. Springer, Cham. https://link.springer.com/rwe/10.1007/978-3-319-28099-8_90-1
West, M. A. (1990). The social psychology of innovation in groups. In M. A. West & J. L. Farr (Eds.), Innovation and creativity at work: Psychological and organizational strategies (pp. 309–333). John Wiley & Sons.
Ensure that team members are sufficiently diverse in backgrounds, perspectives, experiences, and expertise to generate different solutions
Homogeneous team members can narrow idea generation
Ensure clarity regarding leadership
Everyone in the team should agree upon who the leader is and should not conflict regarding this role.
Foster empowering leadership
Encourage open communication among team members without undermining anyone
Clarify objectives/goals and team expectations in advance
“The purpose of today’s meeting is to come up with innovative solutions to problem X.”
Allocate time and resources for innovation within the team
Set a specific time during team meetings to brainstorm innovative ideas
Establish effective communication structures
Find out which method of communication is most preferred and suitable for the team, and use that to conduct meetings, send updates, and ask questions
Promote psychological safety
Create an environment in which members can share “out of the box” ideas without fear of being humiliated or embarrassed
Encourage ALL team members to participate
Promote equal participation by asking questions like, “What do you think about this idea?”
Show support and appreciation towards team members for voicing their ideas or questions.
Communicate that every idea and question matters, no matter how simple
g., “Thank you so much for suggesting this idea.”
Value and build teamwork
Foster collaboration among members and networking opportunities because innovation is generally a team rather than individual endeavor
Build a cohesive team in which members bond with one another and are committed to team goals
References
Hoch, J. E. (2013). Shared leadership and innovation: The role of vertical leadership and employee integrity. Journal of Business and Psychology, 28(2), 159-174.
Proudfoot, J., Jayasinghe, U. W., Holton, C., Grimm, J., Bubner, T., Amoroso, C., ... & Harris, M. F. (2007). Team climate for innovation: what difference does it make in general practice?. International Journal for Quality in Health Care, 19(3), 164-169.
van Knippenberg, D. (2017). Team innovation. Annual Review of Organizational Psychology and Organizational Behavior, 4, 211-233.
West, M. A., Borrill, C. S., Dawson, J. F., Brodbeck, F., Shapiro, D. A., & Haward, B. (2003). Leadership clarity and team innovation in health care. The leadership quarterly, 14(4-5), 393-410.
Team Structure
Team meetings are formal or informal blocks of time set aside to discuss and evaluate team progress.
The focus can be on problem-solving, decision-making, sharing information, setting new goals, addressing the completion of current goals, managing timelines and/or ensuring that team members are on the same page.
Well-conducted team meetings have been shown to increase team productivity.
On the positive side, constructive communication in team meetings shape outcomes for both the team and the organization for years into the future. On the negative side, team meetings with dysfunctional communication can have long-term adverse effects on teams.
References
Kauffeld, S., and Lehmann-Willenbrock, N. (2012). Meetings matter: Effects of team meetings on team and organizational success. Small Group Research, 43(2), 130–158. https://doi.org/10.1177/1046496411429599
Mroz, J.E., Allen, J.A., Verhoeven, D.C., and Shuffler, M.L. (2018). Do we really need another meeting? The science of workplace meetings. Current Directions in Psychological Science, 27(6), 484–491. https://doi.org/10.1177/0963721418776307
Rogelberg, S.G. (2019). The surprising science of meetings: How you can lead your team to peak performance. New York: Oxford University Press.
Share information - disperse goal-relevant and/or critical information to team members
Solve problems and make decisions - troubleshoot new or unusual issues and decide what to do
Develop and implement team/organizational strategy - set goals and a vision for the team and implement goals/vision
Conduct a debrief (after-action review) following milestones or significant events - discuss what went right and wrong and how to improve for the future
References
Mroz, J.E., Allen, J.A., Verhoeven, D.C., and Shuffler, M.L. (2018). Do we really need another meeting? The science of workplace meetings. Current Directions in Psychological Science, 27(6), 484–491. https://doi.org/10.1177/0963721418776307.
Before
Only meet when needed
Team members will value meetings more when their time is not being wasted.
Some check-ins can be done virtually or over email.
Brainstorming is best done individually, not as a group.
Invite only those necessary for the meeting based on the meeting goals and the expertise needed.
Engage attendees prior to the meeting by asking for their input.
Distribute the agenda prior to the meeting with priorities noted.
Set up and review technology aids prior to the start of the meeting to prevent delays.
Establish meeting roles (e.g., note-taker)
During
Start conversationally and invite people to talk socially for a few moments. This process invites people to talk as colleagues rather than strangers and facilitates psychological safety.
Before addressing the specific meeting content, ask people to connect around a question (e.g., What are you aiming to achieve and what about that is important?)
Review the agenda verbally at the start of the meeting to make sure the goals and desired outcomes clear.
Ensure that established ground rules are being followed
Do not allow distracting technology (e.g., members to be on their cell phones)
Delegate roles to attendees to increase member engagement.
Energize the attendee’s positive behaviors by including humor and laughter in the meeting.
Elicit input from everyone, encourage attendees to speak freely and solicit dissenting opinions.
Building and maintaining psychological safety fosters engagement and participation.
Reduce distractions while adhering to the agenda.
Closing the meeting
Assign tasks and ensure everyone is in agreement on action items.
Conclude with a positive evaluation of the process and the experience.
End on time or earlier than scheduled when all items have been addressed.
Within 24 hours, send a follow-up email recapping meeting minutes, decisions made and assignments given during the meeting to ensure team members understand their roles, responsibilities and action items.
Send to those who attended the meeting and those who were absent.
Periodically, evaluate the effectiveness of your meetings by verbally asking or surveying members.
References
Mroz, J.E., Allen, J.A., Verhoeven, D.C., and Shuffler, M.L. (2018). Do we really need another meeting? The science of workplace meetings. Current Directions in Psychological Science, 27(6), 484–491. https://doi.org/10.1177/0963721418776307.
Rogelberg, S.G. (2019). The surprising science of meetings: How you can lead your team to peak performance. New York: Oxford University Press.
Team debriefs (also known as after-action reviews or reflexivity) are structured learning experiences that encourage team members to reflect on recent action that resulted in success or failure.
After discussing past action, debriefs include steps to change future processes.
Fundamental components of team debriefs include:
feedback
reflection
discussion
References
Keiser, N. L., & Arthur Jr, W. (2021). A meta-analysis of the effectiveness of the after-action review (or debrief) and factors that influence its effectiveness. Journal of Applied Psychology, 106(7), 1007.
Debriefs have been shown to increase team performance and the individuals within teams by 20% to 25% compared to teams that did not use them.
Therefore, debriefs are a relatively inexpensive and quick but effective way to facilitate team effectiveness.
Debriefs foster team learning and members being on the same page about team goals.
Debriefs lead to improvement in attitude, cognitive, process, and task performance in and outside of training.
When used in conjunction with team training, debriefs are an effective way to improve team functioning.
References
Tannenbaum, S.I., and Cerasoli, C.P. (2012). Do team and individual debriefs enhance performance? A meta-analysis. Human Factors, 55(1): 231–245.
Qudrat-Ullah, H. (2007). Debriefing can reduce misperceptions of feedback: The case of renewable resource management. Simulation & Gaming, 38(3), 382-397.
Keiser, N. L., & Arthur Jr, W. (2021). A meta-analysis of the effectiveness of the after-action review (or debrief) and factors that influence its effectiveness. Journal of Applied Psychology, 106(7), 1007.
Active self-learning - participants engage in self-discovery and are actively involved (are not merely passive recipients)
Developmental intent - the primary intent for improving or learning is nonpunitive rather than judgmental or administrative
Specific events - reflect on specific events or performance episodes rather than general performance or competencies
Multiple information sources - include input from multiple team members or from a focal participant and at least one external source, such as an observer or objective data
References
Tannenbaum, S.I., and Cerasoli, C.P. (2012). Do team and individual debriefs enhance performance? A meta-analysis. Human Factors, 55(1): 231–245.
What were we trying to accomplish?
Review the objectives you were attempting to meet.
What happened in the critical team event?
Review the order of events that occurred.
Where did we meet and fail to meet our goals?
What caused our results?
Do a root-cause analysis to get to the fundamental issues holding the team back or facilitating success.
Sample areas to consider (as applicable) include:
Leadership
Communication
Coordination
Workload distribution
Role clarity
What should we start, stop, or continue doing? What can we improve for next time?
What additional resources can assist us next time?
What are important takeaways and lessons learned?
References
Clapper, T.C. (2016). Proposing a new debrief checklist for TeamSTEPPS® to improve documentation and clinical debriefing. Simulation & Gaming, 47(6), 710-719.
Harvard Business Review: Debriefing - A simple tool to help your team tackle tough problems
Debriefs should closely follow a critical team event and have more impact when they do so.
Schedule a debrief soon after a training or actual event to maximize the success of a debrief. People tend to forget important details when time passes.
30 to 60 minutes is ideal for most debriefs.
More than just an informal conversation, debriefs are generally structured.
Have a plan for the meeting and ask specific questions.
Debriefs that are highly structured were more effective in the military, while structured debriefs were less important in healthcare and other industries
Review the importance and value of team debriefs so that members buy into the need for the exercise.
Team debriefs are collaborative and give everyone a voice in a psychologically safe space.
Make the team debrief a place where it is known that team members can speak freely in a learning rather than judgmental environment.
Encourage every member to speak up and voice if anything needs to be included or corrected.
Team leaders should model being vulnerable and admitting errors.
Rather than point fingers, recognize that everyone had a hand in producing both good and bad results.
Utilize video or text feedback for aids rather than relying on memory when possible, as more objective debriefs improved debriefs over subjective debriefs.
Cover both team failures and successes in debriefs.
Celebrating successes help keep team morale high for future events. If debriefs become all about failure, team members will not want to attend in the future.
Keep debriefs shorter for teams, specifically with military or health-care teams
Pair the debrief with feedback if additional team training is needed.
Debriefs are distinct from traditional feedback in that:
They are more collaborative and include all team members rather than the team leader.
They focus more on processes that led to successes or failures rather than just the outcome.
References
Tannenbaum, S.I., and Cerasoli, C.P. (2012). Do team and individual debriefs enhance performance? A meta-analysis. Human Factors, 55(1): 231–245.
Allen, J.A., Reiter-Palmon, R., Crowe, J., and Scott, C. (2018). Debriefs: Teams learning from doing in context. American Psychologist, 73(4), 504–516.
Voyer, S. & Hatala, R. (2015). Debriefing and feedback. The Journal of the Society for Simulation in Healthcare, 10(2), 67–68.
Rudolph J.W., Simon R., Rivard P., Dufresne RL, Raemer D.B. (2007). Debriefing with good judgment: Combining rigorous feedback with genuine inquiry. Anesthesiol Clin. (2):361-76.
Keiser, N. L., & Arthur Jr, W. (2021). A meta-analysis of the effectiveness of the after-action review (or debrief) and factors that influence its effectiveness. Journal of Applied Psychology, 106(7), 1007.
Hybrid teaming is a work structure that allows team members to work in multiple environments. Some team members work in an office or designated workspace, some work remotely, and some alternate between the two.
The flexibility of hybrid teaming allows employees to have more control over their hours, when and where they work, and where they are the most productive while also granting organizations more power to attract and hire talent from various locations.
References
Boyarsky, K. (2020, June 1). What Is a Hybrid Team? Here's Everything You Need to Know. Retrieved from Owl Labs: https://resources.owllabs.com/blog/hybrid-team
Due to recent events forcing many organizations to move their employees to remote work, virtual and hybrid teaming has become more common with almost a fourth of the American workforce working remotely.
This upsurge of virtual and hybrid teaming is expected to continue after the pandemic, with most workers desiring to continue working remotely at least some of the time.
Many workers have expressed that they will consider leaving their current position if they must go back into the office full time.
Many American workers in professional settings perceived an increase in productivity after going virtual
References:
Bartik, A.W., Cullen, Z., Glaeser, E., Luca, M., & Stanton, C. (2020). What jobs are being done at home during the COVID-19 crisis? Evidence from firm-level surveys. (No. w27422) National Bureau of Economic Research.
Barrero, Jose, Nicholas Bloom and Steve Davis. “Why working from home will stick,” National Bureau of Economic Research working paper 28731, April 2021
Jones, J. M. (2020, August 21). S. Remote Workdays Have Doubled During Pandemic. Retrieved from Gallup: https://news.gallup.com/poll/318173/remote-workdays-doubled-during-pandemic.aspx
Ratican, S., Antenucci, R., & Ratican, C. (2021). Identifying Job Satisfaction and Employment Trends During the Covid 19 Pandemic. International Journal of Economics, Business and Management Research.
(2021). Entering The Era of Hybrid Work: Understanding How the Workplace Must Evolve: A Global Survey of Company Leaders and Knowledge Worker . Dimensional Research.
Treat virtual and hybrid team members with empathy and compassion
Be conscious and understanding of the experiences of one’s colleagues and offer support to those dealing with challenges.
Ensure your whole team is equipped to succeed with the technology they have:
Implement all necessary training
Establish norms for how technology will be used (E.g., when it is appropriate to send messages or schedule virtual meetings)
Clarify which platforms your team will communicate on (Slack, email, Skype, etc.) and meet on (Webex, Microsoft Teams, Skype, Zoom, etc.)
Use a pulse-check survey to ask team members what they need, assess how things are going, and determine what has improved or worsened
Assist in goal setting with team members by making expectations clear and providing necessary guidance to facilitate task/project completion
Transparency and clear direction are more important when leading from a distance.
Create norms and set team expectations by discussing:
How and when team members are going to communicate
Which team members have access to certain information
Which team members need to be in upcoming meetings
Each team member’s plan to structure their working hours, making it clear when they will need to be in-person or virtual
Strive for equitable treatment of in-person and remote workers
Focus on how you divide your time between virtual and in-person team members
Set up all team members for success by making sure they are equipped with the right tools and resources to do their job in the environment they’re working in (in-person workers often have more access to office equipment)
Evaluate each member’s performance as objectively as possible by using outcome and performance metrics rather than judging performance based on in office visibility
Understand the skills, preferences, strengths, and weaknesses of your team members.
This is your job as a leader and allows you to better find ways for your team to work together effectively by building on each other’s skills, strengths and preferences, and compensating for weaknesses
References:
Brownlee, D. (2021, May 6). Nervous About Leading A Hybrid Team? Try These 4 Hacks To Build Cohesion. Retrieved from Forbes: https://www.forbes.com/sites/danabrownlee/2021/05/06/nervous-about-leading-a-hybrid-team-try-these-4-hacks-to-build-cohesion/?sh=6de1857f327d
Guido Hertel, Susanne Geister, Udo Konradt, Managing virtual teams: A review of current empirical research, Human Resource Management Review, Volume 15, Issue 1, 2005, Pages 69-95, ISSN 1053-4822, https://doi.org/10.1016/j.hrmr.2005.01.002.
Holtz, K., Orengo Castella, V., Zornoza Abad, A., & González-Anta, B. (2020). Virtual team functioning: Modeling the affective and cognitive effects of an emotional management intervention. Group Dynamics: Theory, Research, and Practice, 24(3), 153–167. https://doi.org/10.1037/gdn0000141
Knight, R. (2020, October 7). How to Manage a Hybrid Team. Retrieved from Harvard Business Review: https://hbr.org/2020/10/how-to-manage-a-hybrid-team
Meluso, J., Johnson, S., & Bagrow, J. (2020, September 15). Flexible Environments for Hybrid Collaboration: Redesigning Virtual Work Through the Four Orders of Design. https://doi.org/10.31235/osf.io/wehsk
Pullan, P. (2020, September). How to Lead a Hybrid Team in Post Covid-19 World. HR Future, pp. 40-41.
Plan meetings with intention, considering when the meeting is occurring, necessary duration, and required number of participants
Strive for greater inclusion by having all members attend in-person or virtually
Hybrid team meetings in which some members are remote and others are in-person are the most difficult structure to navigate
Having an “all or nothing” approach to meetings avoids creating division between in-person and remote employees
If one employee will be virtual for a meeting, make the entire meeting virtual.
Establish group norms for when mics and cameras are required to be on
Keep in mind that “cameras/mics always on” policies contribute to fatigue and burnout
For longer virtual meetings, schedule time for breaks to decrease video conference fatigue
Utilize the appropriate virtual meeting technology for your context
Encourage the full use of the platform’s functions (e.g., use chat, blur distracting backgrounds, use breakout rooms)
Try to stick with integrated platforms for ease of use and simplicity (e.g., if your organization uses Microsoft Teams for virtual meetings then Microsoft OneDrive might be best for sharing documents)
Don’t overdo technology, having multiple tools that have the same function can become overwhelming for team members
References:
Bennett, A. A., Campion, E. D., Keeler, K. R., & Keener, S. K. (2021). Videoconference fatigue? Exploring changes in fatigue after videoconference meetings during COVID-19. Journal of Applied Psychology, 106(3), 330–344.
Knight, R. (2020, October 7). How to Manage a Hybrid Team. Retrieved from Harvard Business Review: https://hbr.org/2020/10/how-to-manage-a-hybrid-team
Meluso, J., Johnson, S., & Bagrow, J. (2020, September 15). Flexible Environments for Hybrid Collaboration: Redesigning Virtual Work Through the Four Orders of Design. https://doi.org/10.31235/osf.io/wehsk
Nader Ale Ebrahim, Shamsuddin Ahmed, Zahari Taha. Virtual Teams: a Literature Review. Australian Journal of Basic and Applied Sciences, 2009, 3 (3), 2653-2669.
Shockley, K. M., Gabriel, A. S., Robertson, D., Rosen, C. C., Chawla, N., Ganster, M. L., & Ezerins, M.E. (2021). The fatiguing effects of camera use in virtual meetings: A within-person field experiment. Journal of Applied Psychology, 106(8), 1137.
Waters, Shonna. “The Success behind Virtual Teams: The Ultimate Guide.” BetterUp, 18 May 2021, https://www.betterup.com/blog/virtual-teams.
In a dispersed working team, tacit knowledge exchange is often impaired (I.e., the skills, ideas, and experiences of your teammates are not easily accessible and harder to utilize)
Many remote workers are concerned that working from home will exclude them from key meetings, resulting in missing vital information
Remote employees often have feelings of being excluded, unfair treatment, and have been found to be promoted at a drastically lower rate than their in-person peers
Video meeting fatigue and burnout levels have increased as remote work has increased
References:
Bloom, N. (2021). Hybrid is the future of work. Stanford Institute of Economic Policy Research.
(2021). Entering the Era of Hybrid Work: Understanding How the Workplace Must Evolve: A Global Survey of Company Leaders and Knowledge Workers. Dimensional Research.
Collections of different groups who work together to achieve a common goal
Multiteam systems (MTSs) are two or more local teams that interface directly and interdependently to accomplish collective goals in response to environmental contingencies.
Defining features of MTSs include:
superordinate or collective goal
highly interdependent or tightly coupled local teams
Examples include:
Teams of designers, developers, content marketers, and sales representatives all working together toward a common goal
Teams of police, firefighters, emergency management technicians, surgical teams, radiology, and recovery teams working together to help severely injured accident victims
Teams of architects, engineers, general contractors, and subcontractors working together to construct a building
References:
Mathieu, J., Luciano, M., & DeChurch, L. (2018). Multiteam systems: the next chapter. In D. S. OnesN. Anderson, & C. Viswesvaran The sage handbook of industrial, work & organizational psychology(pp. 333-353). SAGE Publications Ltd, https://www.doi.org/10.4135/9781473914957.n16
Mathieu, J. E., Marks, M. A., & Zaccaro, S. J. (2002). Multiteam systems. In N. Anderson, D. S. Ones, H. K. Sinangil, & C. Viswesvaran (Eds.), Handbook of industrial, work and organizational psychology, Vol. 2. Organizational psychology(pp. 289–313). Sage Publications, Inc.
Compared to teams working in isolation, MTSs have the potential to tackle more complex tasks and challenges important problems challenges because they provide greater specialization, flexibility, and rapid integration of member contributions
The benefits of effective MTSs include faster project progress, innovation and creativity, increased engagement, and upskilled employees who learn from each other.
References:
Shuffler, M. L., & Carter, D. R. (2018). Teamwork situated in multiteam systems: Key lessons learned and future opportunities. American Psychologist, 73(4), 390.
MTSs must be simultaneously aware of the functioning of and balance the needs of:
local teams and
the larger MTS
The factors that help local teams function more effectively may hurt MTS performance
Local teams may have distinct goals and priorities that may conflict with one another and with the larger MTS goal
Members often feel greater allegiance to their local team than the larger MTS system
Empowering local teams and developing intra-team cohesion may undermine commitment to the MTS
The benefit of multiple local teams, including diverse skill sets, expertise, workload demands, can also create real or psychological divides between teams.
Affective states (e.g., trust, psychological safety, cohesion) are especially problematic for encouraging divisions if they are strong within local teams but not across teams.
Alternatively, the factors that help MTSs function more effectively may hurt local team performance
When interactions between teams exceed interactions within teams, intra-team conflict may increase
Informal coordination with other teams can undermine local team performance
Although dynamic environments often require MTS structures, too much dynamism can break down MTS functioning and reduce system effectiveness.
References:
Shuffler, M. L., & Carter, D. R. (2018). Teamwork situated in multiteam systems: Key lessons learned and future opportunities. American Psychologist, 73(4), 390.
Ziegert, J. C., Knight, A. P., Resick, C. J., & Graham, K. A. (2022). Addressing performance tensions in multiteam systems: Balancing informal mechanisms of coordination within and between teams. Academy of Management Journal, 65(1), 158-185.
Seek to balance coordination between teams and within teams so that one is not significantly greater than the other
Because of the complexities noted above, teams should strive to strike a balance in the time dedicated to across and within local team interactions.
Teams that balance local team and MTS interactions can half the failure rate relative to imbalanced systems.
Incorporate between-team elements as part of the collaborative team culture
Members of MTSs need to develop skills that facilitate effective processes between teams as well as within teams.
Boundary spanning is a critical facilitator of working effectively across teams, so some members should network across multiple local teams.
Establish a positive MTS culture in which collaboration across teams is valued and rewarded.
Emphasize the overall MTS goals and specify how local team goals contribute to the overall MTS goals.
Establish MTS structures and work design that maximize coordination and collaboration between teams
In addition to team charters for local teams, create a multiteam charter that specifies between-team norms for communication and leadership
Establish norms, guidelines, ground rules, and a meeting structure that supports efficient and effective collaboration across teams.
Use participative and iterative system design procedures to sustain member motivation and identify methods of minimizing process loss and maximizing process gains.
Establish a clear leadership structure
Leadership has been shown to have significant positive effects on inter-team coordination and MTS performance.
Leadership is a powerful MTS process that must be integrated and managed across the system to maximize its benefits.
Identify patterns or networks of leadership influence in MTSs to help manage “who influences whom” to achieve system goals.
Leadership should be at both the MTS and local team levels
MTS leadership emphasizes managing cross-team interactions whereas local team leadership focuses on coordinating the workflow among team members.
MTS leadership fosters inter-team coordination and MTS performance, but may not improve team performance; therefore, local team leaders are needed within an MTS.
Choose a centralized communication method (see Team Charters)
Consolidate tools so everyone uses the same technology to improve communication and simplify logistics and the allocation of resources
All teams should be comfortable using the chosen technology
References:
Asencio, R., Carter, D. R., DeChurch, L. A., Zaccaro, S. J., & Fiore, S. M. (2012). Charting a course for collaboration: A multiteam perspective. Translational Behavioral Medicine, 2(4), 487-494.
DeChurch, L. A., & Marks, M. A. (2006). Leadership in multiteam systems. Journal of Applied Psychology, 91(2), 311.
Shuffler, M. L., & Carter, D. R. (2018). Teamwork situated in multiteam systems: Key lessons learned and future opportunities. American Psychologist, 73(4), 390.
Ziegert, J. C., Knight, A. P., Resick, C. J., & Graham, K. A. (2022). Addressing performance tensions in multiteam systems: Balancing informal mechanisms of coordination within and between teams. Academy of Management Journal, 65(1), 158-185.
Team Meetings
Rogelberg, S.G. (2019). The surprising science of meetings: How you can lead your team to peak performance. Oxford University Press.
47-minute TED talk by Dr. Steven Rogelberg about his book "The Surprising Science of Meetings"
Checklist for good meeting facilitation by Dr. Steven Rogelberg
Steps and tips for conducting effective meetings from the AMA, from The Balance Careers and from PollEverywhere
Six tips for how to run an ineffective meeting based on scientific evidence
MeetingSift (paid collaboration platform to help conduct more effective remote meetings)
Team Debriefs
Practical steps to follow in conducting team debriefs
Lists of debriefing questions to ask