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Beyond Team Building: Analyzing 
Cultural Root Causes of Issues for 
Global TeamsGlobal Teams
Catherine Mercer BingCatherine Mercer Bing
May 21, 2015 
What Pulls Teams 
Apart?
1
17:30 PM
AgendaAgenda
• Activity 1 – Case: Organizational Realities
Introduction
Activity 1  Case: Organizational Realities
Organizational Practices: Impact on Teams
• Whole Team Support System
Organizational Practices: Impact on Teams
• Organizational Factors That Impact Teams
• Culture and Organizations
2©2015 ITAP International, Inc.  All Rights Reserved.
Activity 1Activity 1
Organizational Issues
3©2015 ITAP International, Inc.  All Rights Reserved.
Activity 1Activity 1
Team Issues:
You are a senior internal or external consultant 
specializing in creating effective team interventions.  A 
client comes to you and during the conversation asksclient comes to you and during the conversation asks 
for team building for members of a globally disbursed 
technology team.  
Th li t i i d th t th b f th tThe client is convinced that the members of the team 
are not committed to the work of the team even 
though the outcomes are very important to the success 
of that division of the company.  He points to missed 
milestone deliverables and a lack of urgency about 
meeting deadlines.
4
g
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Team Leader PerspectiveTeam Leader Perspective
In a conversation to uncover examples of the p
problems on the team, the client writes, 
“…broadly speaking we have seen the 
following:following:
– Lack of motivation/initiative
– Lack of confidenceLack of confidence
– Lack of ability to work independently
– Lack of taking ownership
– Lack of domain knowledge
– Inadequate technology skills.”
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Team Member PerspectiveTeam Member Perspective
In discussions with the team members, they , y
believe that the team leader is not committed 
to the success of the team.  They complain 
that the team leader:that the team leader:
– Is not keeping team members informed of project 
updatesp
– Is not available during their work hours because 
they are not located all in the same time zone
Gi i t ti i t t th l– Gives interesting assignments to those employees 
co‐located with the team leader
– Has never visited their site even though their g
section was acquired over 5 years ago.
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DirectionsDirections
• Gather into small groupsGather into small groups
• List all the possible factors that you can think 
of that might be causes of these perceptionsof that might be causes of these perceptions 
[or] list the questions you should ask to help 
identify factors that might be causes of theidentify factors that might be causes of the 
issues
B d h h h i h h• Be prepared to share your thoughts with the 
larger group 
7
• Take 5 minutes
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Sample of Organizational RealitiesSample of Organizational Realities
• Remote selection practices (dependence onRemote selection practices (dependence on 
resume information about specific engineering 
degrees while not knowing which university g g y
degrees actually prepare remote employees with 
“adequate technical skills”).
• Organizational policies that limited travel to 
remote locations.
• Limited foresight as to the development impact 
when interesting assignments are distributed.
8
g g
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Cultural IssuesCultural Issues
• Misunderstanding of the leadership needs ofMisunderstanding of the leadership needs of 
the employees (for example, how much 
context and specific directions to give themcontext and specific directions to give them 
when delegating).
• Lack of appreciation for the needs of the• Lack of appreciation for the needs of the 
employees to have accessibility to the remote 
supervisorsupervisor.
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AgendaAgenda
• Activity 1 – Case: Organizational Realities
Introduction
Activity 1  Case: Organizational Realities
Organizational Practices: Impact on Teams
• Whole Team Support System
Organizational Practices: Impact on Teams
• Organizational Factors That Impact Teams
• Culture and Organizations
10©2015 ITAP International, Inc.  All Rights Reserved.
Whole Team Support System
1. Alignment 
Within the 
Organizational 
Context
2. Selecting and 
Developing Team 
Leaders and Team 
Members
7. Providing 
Management 
Metrics
E t l / Members
External / 
Organizational 
Factors That Impact
3. Chartering 
Teams
6. Providing 
I t ti d
Factors That Impact 
Team Success
TeamsIntervention and 
Support
11
4. Measuring 
P & T ki
5. Determining 
Eff ti d
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1. Alignment Within the Organizational 
Context
 Do cross‐functional team members have the full support of 
P. 6 - 9
their functional leaders?  
 Is the functional work viewed by functional heads as 
equally important as team work, more or less important?  
 Have the team leader and functional head negotiated about the 
functional resources they need and time length of the project?  
 Have the team leader and the functional heads come to an 
understanding about the way they will assess the resources fromunderstanding about the way they will assess the resources from 
each function?
 Are the lines of budgetary authority clear and supportive of team 
objectives?  
 Do team members have the authority from their function to 
implement team objectives?
 Who has made it clear to the team members what authority team 
members have to represent and make decisions for their function?
12
p
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2. Selection and Development of Leaders 
d band Team Members 
 Do project team leaders and members have previous experience?  
 h d b d d b h d f h How much do team members understand about what is expected of them as a 
representative of their function?
 Do they understand what they are to do and what is acceptable behavior 
when interacting with other team members?
 Are they partnered with someone on the team or outside the team who has 
experience and can coach or mentor them through the process?
 Is this opportunity of being a team member being framed as a 
development opportunity?  If so, whomever is assessing team member 
development needs to be mindful when they conduct performance 
reviews that people sometimes learn better or quicker from their 
mistakes.
 Have team leaders and team members with experience had the Have team leaders and team members with experience had the
opportunity to share “lessons learned” with those who have less 
experience?   If not yet, where can new members get some of this 
information? 
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3. Chartering Teams3. Chartering Teams
 Who are all the stakeholders in this process/project?
 What departments own the process and which are supportive to the 
process?
 Look at each stakeholder group.  Does this stakeholder group need 
representation at all stages of the team’s work? p g
 If so, who should represent the stakeholder on the team and in what capacity are they 
serving (support, decisions making, review of decisions made, reporting to the real 
stakeholder, etc.)?
 If not, when do they need representation in the team?  How much communication 
sho ld the recei e abo t the team’s ork prior to the stage at hich theirshould they receive about the team’s work prior to the stage at which their 
representative joins the team?  
 Does the team understand how the team’s work aligns with the company’s 
strategic direction?
 D h b k h h d h h h d Do the team members know each other and have they had an 
opportunity to get to know every team members’ background, 
experience, strength and responsibilities toward this team’s work?
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4. Measuring Process and Tracking 
fPerformance
 What are the milestones for each segment of the project?
 What are the set/agreed upon timelines for each segment of the project? What are the set/agreed upon timelines for each segment of the project?
 Who is responsible for each task?
 Which of these tasks are dependent tasks and which are independent tasks?
 Is it clear to whom they are to “hand‐off” when other tasks are dependent on their 
deliverable?deliverable?
 How are the expenses tracked?  Who is responsible for tracking and reporting on them?
 If tasks fall behind, who has responsibility to approve the expenditure of more money (e.g., 
put more people on the tasks) in order to ensure deadlines are kept?  Is this the same person 
who determines if the quality of the outcome can be lowered in order to keep the timetable?
 Do team members know who has this responsibility and respond accordingly?
HPIs
 Have you way of measuring critical team processes such as work distributions, clarity of 
roles and responsibilities, conflict levels, leadership, trust, etc.?
 D h f i h th th i i t ti ? Do you have ways of measuring whether there is improvement over time?
Technology
 Is there a technology platform that allows for project documents to be posted?
 Do all team members have access to the document repository?
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5. Determining Effectiveness and Fit5. Determining Effectiveness and Fit
Do the team members feel their work “fits” into the 
larger organization?
What evidence of this “fit” do they have/look for?
Do they feel they have the support from upper 
management?  If not, what do they need/expect?
Do they get the opportunity to tell others outside theDo they get the opportunity to tell others, outside the 
team how/what the team is doing?  
If others don’t ask about the work of the team, can 
situations be created to provide the venue for team 
members to tell others about the work of the team (e.g., 
presentations/reports) especially to their functions?
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6. Providing Intervention and Support6. Providing Intervention and Support
 Are team members and the team leader experienced and successful 
t i il t j t f thi ki d?at similar team projects of this kind?
 Is progress in the communications, trust, and other process 
factors being measured so that timely intervention can refocus the 
team before too much time/energy/trust is lost?team before too much time/energy/trust is lost?
 Do team measurements tell you what the team has identified that 
is not going well (so you focus first on the low hanging fruit – what 
they agree needs fixing; and so you can work through as a team 
those areas where they disagree about what is going well or needs 
attention)?
 Are team members notified when there are organizational or 
strategic shifts that could impact their work or the importance ofstrategic shifts that could impact their work or the importance of 
it?
 Are support mechanisms available and ready when issues are 
raised? 
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7. Providing Management Metrics7. Providing Management Metrics
If effective team leaders in an organization can be identified, senior 
l dleaders can:
 Leverage the leaders’ skills assigning them to the most critical work.
 Use skilled team leaders to mentor and develop newer team leaders.
 Leverage the resources of effective team members Leverage the resources of effective team members.
If they can measure team progress across several teams, they can:
 Create early detection systems to address problems barriers and Create early detection systems to address problems, barriers and 
issues well before milestone are not met and deadlines slip.
 Juggle needed resources and make these available only when needed 
thus finding efficiencies in the use of certain resources.
If they can measure team progress across the organization, they can 
monitor the impact of policy changes.
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Providing Management TPQ MetricsProviding Management TPQ Metrics
High/positive scoreg p
Low/negative score
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Measuring Team Alignment with 
Organizational Practices (alsoOrganizational Practices (also 
called Organizational Culture) 
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Culture to “Practices”Culture to  Practices
• Does the team culture align with theDoes the team culture align with the 
organizational practices (sometimes called 
organizational culture)?organizational culture)?
• How does ITAP measure this?
C lt i th W k l Q ti i ™ CWQ– Culture in the Workplace Questionnaire™ or CWQ 
compares country scores or respondent scores or 
bothboth.
– Do the results of respondent scores match the 
corporate “culture” expectations?
21
corporate  culture  expectations?
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Compare Approaches to Decision MakingCompare Approaches to Decision Making
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Decision Making: People and CountriesDecision Making: People and Countries
Change ProcessChange Process
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Social DynamicsSocial Dynamics
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LoyaltyLoyalty
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Organizational ConfigurationOrganizational Configuration
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Leadership StyleLeadership Style
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Power StructurePower Structure
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MotivationMotivation
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Business ProcessBusiness Process
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Focus of LifeFocus of Life
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33
SUMMARYSUMMARY
• Team Building is one way to help establish or improve team 
b l i himember relationships
• Maybe more important to the success of the team:
– Trust/barriers to trust
– Leadership credibility (affective and cognitive trust)
– Processes and human process interactions (HPIs)
– External/organizational factors
l h f• Team analysis might focus on:
– Process Issues
– Performance Issues
– Organizational Issues
– Leadership Issues
Skill Gaps etc
33
– Skill Gaps, etc.
©2015 ITAP International, Inc.  All Rights Reserved.
BBuilding a Culture of S
How cultural values impact
and safety and whens of Safety:
mpact attitudes about risk
nd what you need to consider to
ensure safety in your workplace.
© 2013 ITAP International, Inc. All Rights Reserved.
1
.
34©2014 ITAP International, Inc.  All Rights Reserved.
For More Information…For More Information…
• ITAP’s Alliance – Global Consulting Groupg p
• ITAP’s Instruments
– Culture in the Workplace Questionnaire™ (CWQ)
– Team Questionnaires measuring HPIs
• Global Team Process Questionnaire™ (GTPQ)
• Organizational Team Process Questionnaire™ (OTPQ)g Q ( Q)
• Action Learning Team Process Questionnaire™ (ALTPQ)
• Other
b– CybeHR
– Talent Potential Analysis
– Characterorama Characterorama  
©2015 ITAP International, Inc.  All Rights Reserved.
Drawing for Copies…Drawing for Copies…
36©2015 ITAP International, Inc.  All Rights Reserved.
Questions???Questions???
Catherine Mercer Bing
CEO ITAP International IncCEO, ITAP International, Inc.
Managing Director, ITAP Americas, Inc.
353 Nassau Street 1st floor353 Nassau Street, 1 floor
Princeton, NJ 08540 USA
(W) +1.215.860.5640
(M) +1.609.937.1557
h // i i lhttp://www.itapintl.com
cbing@itapintl.com
SKYPE: CatherineBing
37©2015 ITAP International, Inc.  All Rights Reserved.

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Beyond Team Building: Analyzing Cultural Root Causes of Issues for Global Teams (Part 1)

  • 1. Beyond Team Building: Analyzing  Cultural Root Causes of Issues for  Global TeamsGlobal Teams Catherine Mercer BingCatherine Mercer Bing May 21, 2015  What Pulls Teams  Apart? 1 17:30 PM
  • 2. AgendaAgenda • Activity 1 – Case: Organizational Realities Introduction Activity 1  Case: Organizational Realities Organizational Practices: Impact on Teams • Whole Team Support System Organizational Practices: Impact on Teams • Organizational Factors That Impact Teams • Culture and Organizations 2©2015 ITAP International, Inc.  All Rights Reserved.
  • 4. Activity 1Activity 1 Team Issues: You are a senior internal or external consultant  specializing in creating effective team interventions.  A  client comes to you and during the conversation asksclient comes to you and during the conversation asks  for team building for members of a globally disbursed  technology team.   Th li t i i d th t th b f th tThe client is convinced that the members of the team  are not committed to the work of the team even  though the outcomes are very important to the success  of that division of the company.  He points to missed  milestone deliverables and a lack of urgency about  meeting deadlines. 4 g ©2015 ITAP International, Inc.  All Rights Reserved.
  • 5. Team Leader PerspectiveTeam Leader Perspective In a conversation to uncover examples of the p problems on the team, the client writes,  “…broadly speaking we have seen the  following:following: – Lack of motivation/initiative – Lack of confidenceLack of confidence – Lack of ability to work independently – Lack of taking ownership – Lack of domain knowledge – Inadequate technology skills.” ©2014 ITAP International, Inc.  All Rights Reserved. 5
  • 6. Team Member PerspectiveTeam Member Perspective In discussions with the team members, they , y believe that the team leader is not committed  to the success of the team.  They complain  that the team leader:that the team leader: – Is not keeping team members informed of project  updatesp – Is not available during their work hours because  they are not located all in the same time zone Gi i t ti i t t th l– Gives interesting assignments to those employees  co‐located with the team leader – Has never visited their site even though their g section was acquired over 5 years ago. ©2014 ITAP International, Inc.  All Rights Reserved. 6
  • 7. DirectionsDirections • Gather into small groupsGather into small groups • List all the possible factors that you can think  of that might be causes of these perceptionsof that might be causes of these perceptions  [or] list the questions you should ask to help  identify factors that might be causes of theidentify factors that might be causes of the  issues B d h h h i h h• Be prepared to share your thoughts with the  larger group  7 • Take 5 minutes ©2015 ITAP International, Inc.  All Rights Reserved.
  • 8. Sample of Organizational RealitiesSample of Organizational Realities • Remote selection practices (dependence onRemote selection practices (dependence on  resume information about specific engineering  degrees while not knowing which university g g y degrees actually prepare remote employees with  “adequate technical skills”). • Organizational policies that limited travel to  remote locations. • Limited foresight as to the development impact  when interesting assignments are distributed. 8 g g ©2015 ITAP International, Inc.  All Rights Reserved.
  • 9. Cultural IssuesCultural Issues • Misunderstanding of the leadership needs ofMisunderstanding of the leadership needs of  the employees (for example, how much  context and specific directions to give themcontext and specific directions to give them  when delegating). • Lack of appreciation for the needs of the• Lack of appreciation for the needs of the  employees to have accessibility to the remote  supervisorsupervisor. 9©2015 ITAP International, Inc.  All Rights Reserved.
  • 10. AgendaAgenda • Activity 1 – Case: Organizational Realities Introduction Activity 1  Case: Organizational Realities Organizational Practices: Impact on Teams • Whole Team Support System Organizational Practices: Impact on Teams • Organizational Factors That Impact Teams • Culture and Organizations 10©2015 ITAP International, Inc.  All Rights Reserved.
  • 11. Whole Team Support System 1. Alignment  Within the  Organizational  Context 2. Selecting and  Developing Team  Leaders and Team  Members 7. Providing  Management  Metrics E t l / Members External /  Organizational  Factors That Impact 3. Chartering  Teams 6. Providing  I t ti d Factors That Impact  Team Success TeamsIntervention and  Support 11 4. Measuring  P & T ki 5. Determining  Eff ti d ©2015 ITAP International, Inc.  All Rights Reserved.
  • 12. 1. Alignment Within the Organizational  Context  Do cross‐functional team members have the full support of  P. 6 - 9 their functional leaders?    Is the functional work viewed by functional heads as  equally important as team work, more or less important?    Have the team leader and functional head negotiated about the  functional resources they need and time length of the project?    Have the team leader and the functional heads come to an  understanding about the way they will assess the resources fromunderstanding about the way they will assess the resources from  each function?  Are the lines of budgetary authority clear and supportive of team  objectives?    Do team members have the authority from their function to  implement team objectives?  Who has made it clear to the team members what authority team  members have to represent and make decisions for their function? 12 p ©2015 ITAP International, Inc.  All Rights Reserved.
  • 13. 2. Selection and Development of Leaders  d band Team Members   Do project team leaders and members have previous experience?    h d b d d b h d f h How much do team members understand about what is expected of them as a  representative of their function?  Do they understand what they are to do and what is acceptable behavior  when interacting with other team members?  Are they partnered with someone on the team or outside the team who has  experience and can coach or mentor them through the process?  Is this opportunity of being a team member being framed as a  development opportunity?  If so, whomever is assessing team member  development needs to be mindful when they conduct performance  reviews that people sometimes learn better or quicker from their  mistakes.  Have team leaders and team members with experience had the Have team leaders and team members with experience had the opportunity to share “lessons learned” with those who have less  experience?   If not yet, where can new members get some of this  information?  13©2015 ITAP International, Inc.  All Rights Reserved.
  • 14. 3. Chartering Teams3. Chartering Teams  Who are all the stakeholders in this process/project?  What departments own the process and which are supportive to the  process?  Look at each stakeholder group.  Does this stakeholder group need  representation at all stages of the team’s work? p g  If so, who should represent the stakeholder on the team and in what capacity are they  serving (support, decisions making, review of decisions made, reporting to the real  stakeholder, etc.)?  If not, when do they need representation in the team?  How much communication  sho ld the recei e abo t the team’s ork prior to the stage at hich theirshould they receive about the team’s work prior to the stage at which their  representative joins the team?    Does the team understand how the team’s work aligns with the company’s  strategic direction?  D h b k h h d h h h d Do the team members know each other and have they had an  opportunity to get to know every team members’ background,  experience, strength and responsibilities toward this team’s work? 14©2015 ITAP International, Inc.  All Rights Reserved.
  • 15. 4. Measuring Process and Tracking  fPerformance  What are the milestones for each segment of the project?  What are the set/agreed upon timelines for each segment of the project? What are the set/agreed upon timelines for each segment of the project?  Who is responsible for each task?  Which of these tasks are dependent tasks and which are independent tasks?  Is it clear to whom they are to “hand‐off” when other tasks are dependent on their  deliverable?deliverable?  How are the expenses tracked?  Who is responsible for tracking and reporting on them?  If tasks fall behind, who has responsibility to approve the expenditure of more money (e.g.,  put more people on the tasks) in order to ensure deadlines are kept?  Is this the same person  who determines if the quality of the outcome can be lowered in order to keep the timetable?  Do team members know who has this responsibility and respond accordingly? HPIs  Have you way of measuring critical team processes such as work distributions, clarity of  roles and responsibilities, conflict levels, leadership, trust, etc.?  D h f i h th th i i t ti ? Do you have ways of measuring whether there is improvement over time? Technology  Is there a technology platform that allows for project documents to be posted?  Do all team members have access to the document repository? 15©2015 ITAP International, Inc.  All Rights Reserved.
  • 16. 5. Determining Effectiveness and Fit5. Determining Effectiveness and Fit Do the team members feel their work “fits” into the  larger organization? What evidence of this “fit” do they have/look for? Do they feel they have the support from upper  management?  If not, what do they need/expect? Do they get the opportunity to tell others outside theDo they get the opportunity to tell others, outside the  team how/what the team is doing?   If others don’t ask about the work of the team, can  situations be created to provide the venue for team  members to tell others about the work of the team (e.g.,  presentations/reports) especially to their functions? 16©2015 ITAP International, Inc.  All Rights Reserved.
  • 17. 6. Providing Intervention and Support6. Providing Intervention and Support  Are team members and the team leader experienced and successful  t i il t j t f thi ki d?at similar team projects of this kind?  Is progress in the communications, trust, and other process  factors being measured so that timely intervention can refocus the  team before too much time/energy/trust is lost?team before too much time/energy/trust is lost?  Do team measurements tell you what the team has identified that  is not going well (so you focus first on the low hanging fruit – what  they agree needs fixing; and so you can work through as a team  those areas where they disagree about what is going well or needs  attention)?  Are team members notified when there are organizational or  strategic shifts that could impact their work or the importance ofstrategic shifts that could impact their work or the importance of  it?  Are support mechanisms available and ready when issues are  raised?  17©2015 ITAP International, Inc.  All Rights Reserved.
  • 18. 7. Providing Management Metrics7. Providing Management Metrics If effective team leaders in an organization can be identified, senior  l dleaders can:  Leverage the leaders’ skills assigning them to the most critical work.  Use skilled team leaders to mentor and develop newer team leaders.  Leverage the resources of effective team members Leverage the resources of effective team members. If they can measure team progress across several teams, they can:  Create early detection systems to address problems barriers and Create early detection systems to address problems, barriers and  issues well before milestone are not met and deadlines slip.  Juggle needed resources and make these available only when needed  thus finding efficiencies in the use of certain resources. If they can measure team progress across the organization, they can  monitor the impact of policy changes. 18©2015 ITAP International, Inc.  All Rights Reserved.
  • 19. Providing Management TPQ MetricsProviding Management TPQ Metrics High/positive scoreg p Low/negative score 19©2015 ITAP International, Inc.  All Rights Reserved.
  • 21. Culture to “Practices”Culture to  Practices • Does the team culture align with theDoes the team culture align with the  organizational practices (sometimes called  organizational culture)?organizational culture)? • How does ITAP measure this? C lt i th W k l Q ti i ™ CWQ– Culture in the Workplace Questionnaire™ or CWQ  compares country scores or respondent scores or  bothboth. – Do the results of respondent scores match the  corporate “culture” expectations? 21 corporate  culture  expectations? ©2015 ITAP International, Inc.  All Rights Reserved.
  • 22. Compare Approaches to Decision MakingCompare Approaches to Decision Making 22©2015 ITAP International, Inc.  All Rights Reserved.
  • 23. Decision Making: People and CountriesDecision Making: People and Countries
  • 33. 33 SUMMARYSUMMARY • Team Building is one way to help establish or improve team  b l i himember relationships • Maybe more important to the success of the team: – Trust/barriers to trust – Leadership credibility (affective and cognitive trust) – Processes and human process interactions (HPIs) – External/organizational factors l h f• Team analysis might focus on: – Process Issues – Performance Issues – Organizational Issues – Leadership Issues Skill Gaps etc 33 – Skill Gaps, etc. ©2015 ITAP International, Inc.  All Rights Reserved.
  • 34. BBuilding a Culture of S How cultural values impact and safety and whens of Safety: mpact attitudes about risk nd what you need to consider to ensure safety in your workplace. © 2013 ITAP International, Inc. All Rights Reserved. 1 . 34©2014 ITAP International, Inc.  All Rights Reserved.
  • 35. For More Information…For More Information… • ITAP’s Alliance – Global Consulting Groupg p • ITAP’s Instruments – Culture in the Workplace Questionnaire™ (CWQ) – Team Questionnaires measuring HPIs • Global Team Process Questionnaire™ (GTPQ) • Organizational Team Process Questionnaire™ (OTPQ)g Q ( Q) • Action Learning Team Process Questionnaire™ (ALTPQ) • Other b– CybeHR – Talent Potential Analysis – Characterorama Characterorama   ©2015 ITAP International, Inc.  All Rights Reserved.
  • 37. Questions???Questions??? Catherine Mercer Bing CEO ITAP International IncCEO, ITAP International, Inc. Managing Director, ITAP Americas, Inc. 353 Nassau Street 1st floor353 Nassau Street, 1 floor Princeton, NJ 08540 USA (W) +1.215.860.5640 (M) +1.609.937.1557 h // i i lhttp://www.itapintl.com cbing@itapintl.com SKYPE: CatherineBing 37©2015 ITAP International, Inc.  All Rights Reserved.