TEAM ASSESSMENT REPORT Marshall Group Pat Sample Company 02/20/2021 Marshall Group | TEAMING ASSESSMENT TABLE OF CONTENTS Team Identification 3 Teaming Performance Wheel 4 Teaming Scores 6 Teaming Behaviors 7 Highest & Lowest Behaviors 11 Largest & Smallest Behavior Ranges 12 Team Observations 13 Tips & Key Questions 19 Team Improvement Plan 25 2 Marshall Group | TEAMING ASSESSMENT TEAM NAME: Marshall Group COMPLETION RATE: 100% (10 of 10) TEAM MEMBERS: Potsie Weber, Ralph Malph, Richie Cunningham, Arthur Fonzarelli, Joanie Cunningham, Marion Cunningham, Howard Cunningham, Jenny Piccalo, Shirley Feeney, LaVerne DeFazio 3 Marshall Group | TEAMING ASSESSMENT Creating and leading effective teams is a critical skill for today’s leaders and organizations. The Teaming Performance Wheel paints a vivid and fluid picture of what great teaming is and also the phases required to achieve it. This practical and action-oriented model outlines the development process for teams through 5 phases. I) Launching: Defines the team’s purpose and context. II) Aligning: Covers structure, plans, and people and resources. III) Trusting: Emphasizes morale, behaviors, and communication. IV) Achieving: Focuses on obtaining, sustaining, and celebrating results. V) Renewing: Moves the team forward as they manage and respond together in changing times. 4 Marshall Group | TEAMING ASSESSMENT Each phase of the Teaming Performance Wheel is further defined by Teaming Dimensions: 1. Purpose 2. Context 3. Structure 4. Plans 5. People & Resources 6. Morale 7. Operations 8. Communications 9. Results Whether you have an intact team preparing for a new challenge, or a team just starting to launch, the Teaming Performance Wheel develops crucial team behaviors and helps you manage the ups and downs of your team’s journey. 5 Marshall Group | TEAMING ASSESSMENT TEAMING SCORES PHASE I: LAUNCHING 78 L: 66 | H: 93 1. Purpose 80 L: 66 | H: 96 2. Context 77 L: 66 | H: 93 PHASE II: ALIGNING 67 L: 36 | H: 93 3. Structure 79 L: 66 | H: 95 4. Plans 61 L: 22 | H: 93 5. People & Resources 62 L: 16 | H: 95 PHASE III: TRUSTING 78 L: 64 | H: 94 6. Morale 78 L: 66 | H: 91 7. Operations 78 L: 60 | H: 93 8. Communications 79 L: 66 | H: 100 PHASE IV: ACHIEVING 78 L: 66 | H: 96 9. Results 78 L: 66 | H: 96 TEAMING COMPOSITE SCORE 75 L: 58 | H: 93 6 Marshall Group | TEAMING ASSESSMENT PHASE I: LAUNCH PHASE II: ALIGNING 1. PURPOSE SCORE 3. STRUCTURE SCORE 1. Has a purpose that is meaningful to 11. Consists of team members who team members. N/A 1 2 3 4 5 6 clearly understand each others role(s) N/A 1 2 3 4 5 6 N/A: 0 L: 4 | H: 6 | A: 4.90 on the team. N/A: 0 L: 4 | H: 6 | A: 4.50 2. Has a purpose that can have a 12. Involves the right people in making larger impact than anything N/A 1 2 3 4 5 6 decisions. N/A 1 2 3 4 5 6 accomplished on one's own. N/A: 0 L: 4 | H: 6 | A: 5.00 N/A: 0 L: 4 | H: 6 | A: 5.00 3. Has team members who 13. Encourages collaboration among understand and agree with the team's N/A 1 2 3 4 5 6 team members. N/A 1 2 3 4 5 6 purpose. N/A: 0 L: 4 | H: 6 | A: 4.60 N/A: 0 L: 4 | H: 6 | A: 4.80 14. Has a team lead who can make 4. Has a clear purpose. N/A 1 2 3 4 5 6 authoritative decisions when needed. N/A 1 2 3 4 5 6 N/A: 0 L: 4 | H: 6 | A: 4.90 N/A: 0 L: 4 | H: 6 | A: 5.00 5. Is united in working together toward 15. Has a team lead who understands a common goal. N/A 1 2 3 4 5 6 the political climate of the N/A 1 2 3 4 5 6 N/A: 0 L: 4 | H: 6 | A: 4.90 organization. N/A: 0 L: 4 | H: 6 | A: 4.80 16. Has the authority to complete its 2. CONTEXT SCORE job. N/A 1 2 3 4 5 6 N/A: 0 L: 4 | H: 6 | A: 4.60 6. Is aware of the internal and external 17. Has a team lead who uses his/her political and economic realities that N/A 1 2 3 4 5 6 authority to help team members N/A 1 2 3 4 5 6 can impact the team. N/A: 0 L: 4 | H: 6 | A: 4.40 remove obstacles. N/A: 0 L: 4 | H: 6 | A: 4.70 7. Conducts customer and competitor 18. Has team members who have scans as appropriate to understand N/A 1 2 3 4 5 6 clearly assigned responsibilities. N/A 1 2 3 4 5 6 the environment. N/A: 0 L: 4 | H: 6 | A: 4.50 N/A: 0 L: 4 | H: 6 | A: 5.00 8. Is valued by other parts of the organization. N/A 1 2 3 4 5 6 N/A: 0 L: 4 | H: 6 | A: 4.80 9. Is supported by upper management. N/A 1 2 3 4 5 6 N/A: 0 L: 4 | H: 6 | A: 4.80 10. Understands who are the most important internal and external N/A 1 2 3 4 5 6 stakeholders. N/A: 0 L: 4 | H: 6 | A: 4.70 7 Marshall Group | TEAMING ASSESSMENT PHASE II: ALIGNING 4. PLANS SCORE 5. PEOPLE & RESOURCES SCORE 19. Includes internal and external 27. Is provided with the necessary stakeholders in making plans when N/A 1 2 3 4 5 6 information, resources, equipment, N/A 1 2 3 4 5 6 appropriate. N/A: 0 L: 1 | H: 6 | A: 3.30 and budget. N/A: 0 L: 1 | H: 6 | A: 3.40 20. Has detailed workplans that are 28. Appropriately leverages the documented and measurable. N/A 1 2 3 4 5 6 strengths of team members. N/A 1 2 3 4 5 6 N/A: 0 L: 1 | H: 6 | A: 3.60 N/A: 0 L: 1 | H: 6 | A: 4.50 21. Is focused on the needs of the 29. Makes certain that team members customer. N/A 1 2 3 4 5 6 receive necessary and timely training N/A 1 2 3 4 5 6 N/A: 0 L: 1 | H: 6 | A: 4.00 and development. N/A: 0 L: 1 | H: 6 | A: 3.20 22. Performs activities that are aligned 30. Has the right level of diverse to the overall purpose of the team. N/A 1 2 3 4 5 6 thought and backgrounds to N/A 1 2 3 4 5 6 N/A: 0 L: 3 | H: 6 | A: 4.60 accomplish the team’s mission. N/A: 0 L: 1 | H: 6 | A: 3.80 23. Keeps accurate records of project 31. Has team members with the information, assignments, and team N/A 1 2 3 4 5 6 needed skills and expertise to N/A 1 2 3 4 5 6 progress. N/A: 0 L: 1 | H: 6 | A: 3.20 accomplish its purpose. N/A: 0 L: 1 | H: 6 | A: 3.40 24. Works within budgetary 32. Is appropriately staffed to deliver constraints. N/A 1 2 3 4 5 6 the desired results. N/A 1 2 3 4 5 6 N/A: 0 L: 1 | H: 6 | A: 3.50 N/A: 0 L: 1 | H: 6 | A: 3.70 25. Assigns tasks with clear deadlines 33. Includes team members who value and milestones. N/A 1 2 3 4 5 6 the diverse experiences of each other. N/A 1 2 3 4 5 6 N/A: 0 L: 1 | H: 6 | A: 3.70 N/A: 0 L: 1 | H: 6 | A: 4.60 26. Proactively manages risks and 34. Consists of team members who obstacles to accomplish its purpose. N/A 1 2 3 4 5 6 understand how to get things done in N/A 1 2 3 4 5 6 N/A: 0 L: 1 | H: 6 | A: 4.10 the organization. N/A: 0 L: 1 | H: 6 | A: 3.60 8 Marshall Group | TEAMING ASSESSMENT PHASE III: TRUSTING 6. MORALE SCORE 7. OPERATIONS SCORE 35. Has team members who trust 43. Has clear accountability each other. N/A 1 2 3 4 5 6 processes. N/A 1 2 3 4 5 6 N/A: 0 L: 4 | H: 6 | A: 4.80 N/A: 0 L: 4 | H: 6 | A: 4.80 36. Promotes the participation and 44. Has a process for creating team involvement of all team members. N/A 1 2 3 4 5 6 rules and standards. N/A 1 2 3 4 5 6 N/A: 0 L: 4 | H: 5 | A: 4.50 N/A: 0 L: 1 | H: 6 | A: 4.20 37. Has team members who 45. Recognizes and celebrates successfully manage their egos. N/A 1 2 3 4 5 6 individual and team successes and N/A 1 2 3 4 5 6 N/A: 0 L: 4 | H: 6 | A: 5.00 milestones. N/A: 0 L: 4 | H: 6 | A: 4.70 38. Promotes a willingness to share credit for ideas, contributions, and N/A 1 2 3 4 5 6 46. Has a high standard of excellence.