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How to plan & organize a
  team building action
       efficiently
                               TRAINING & ORGANIZATIONAL DEVELOPMENT CONSULTANT
                               TRAINING & ORGANIZATIONAL DEVELOPMENT CONSULTANT

                                      PG DIPLOMA IN HUMAN RESOURCE MANAGEMENT, CIPD
                                      PG DIPLOMA IN HUMAN RESOURCE MANAGEMENT, CIPD

                                                 RESEARCHER IN TECHNOLOGIES FOR LEARNING
                                                 RESEARCHER IN TECHNOLOGIES FOR LEARNING
Carlos Barrios Cachazo
Carlos Barrios Cachazo
                                                                     UNIVERSITY OF CALIFORNIA FELLOW
                                                                     UNIVERSITY OF CALIFORNIA FELLOW

                                                                     LEARNING & EDUCATION SPECIALIST
                                                                     LEARNING & EDUCATION SPECIALIST
       © Creative Commons
       This work is licensed under a Creative Commons Attribution-      SCHOOL ADVISOR & PEDAGOGUE
       NonCommercial-NoDerivs 3.0 Unported License.                     SCHOOL ADVISOR & PEDAGOGUE
Planning

Context Analysis
Context Analysis        Decisions
                        Decisions                           Follow-up
                                                            Follow-up

                         Logistics:
                            Logistics:                      Assessment:
     Factors:
                      • Venues
                      • Materials
    • Micro           • Agendas - timetables                • Impact on job
                      • Budgets - order forms       TB
                                                            • 5-level (Kirkpatrick)
    • Mezzo           • Facilitators - trainers     Day
                      • Participant groups                  • Short, medium &
                                                            long term impact
    • Macro             Parameters:                         • ROI
                   • Theoretical frameworks
                   • Goals & methods
                   • Ratios - durations, ...

                      months                                 days, weeks
 months before                                    during!
                   & weeks before                           & months later
Analysis of the context
                                   • individuals react differently to a same stimulus
            Participants
                                   • same stimuli have different effects in a single group

     c ro                          • stable traits (personality): emotional intelligence,
 i                                 group time management skills, personal styles,
M            Facilitators          experience, intrinsic motivation, preparation & resources
                                   • dynamic traits: status within the organization, mood

            Organizational culture & structure
            Managerial support
   zo
 ez         Optional vs obligatory activity
M           Expected say and involvement of participants during preparation
            Expected outcomes

            Business context & markets
            Economy
   ro
 ac         Legislation
M           Politics
            Culture
Decisions
Logistics
Logistics
                                • indoor/outdoor/blend setting
                                • "adventure“: sports, tent, paintball ground...
     Training venues
                                • "relaxed“: park, woods, beach, salon, gaming room
        & spaces                • "unusual“: swimming pool, stadium, disco, theme park
                                • "work“: tables & chairs, auditorium, office, classroom

                                • boards (white, pin, SMART Boards, projection screens,...)
                                • writing (whiteboard & permanent markers, pens, pencils,
                                rubbers,...)
         Materials              • hard copies (A5, A4, A3, A2, colour/b&w, coloured sheets,
                                shaped post-its & labels, stickers, icons & symbols / graphs /
         according              words / texts, reading materials, "further info" reference
        to activities           sections,...)
                                • objects (balls, sticks, boxes, handkerchiefs, strings,
                                Styrofoam & wooden objects, clothe accessories,...)
                                • ICT (beamers, screens, connected computers, printers)

   Agendas - timetables
            Budgets - order forms
                    Facilitators - trainers - speakers
                                Composition of participant groups
Decisions
                Actvity Parameters
                Actvity Parameters

                                  • Theoretical frameworks

• Types of activity
                                              Tubbs’
• Learning methods                         System Model Fisher’s
                          Tuckman’s Group
                                                          Theory
• Goals and objectives      Development
                               Model
• Contents                                             Richard Beckhard’s
                                Belbin’s            Team Effectiveness Model
• Training styles
                             Team Inventory McGrath’s
• Ratios                                   TIP Theory
                                                      Drexler/Sibbet
• Durations                                       Team Performance Model
Follow-up
Types
Types               • Assess impact on job positions
                                                                      • one day after
                    • 5-level (Kirkpatrick)                           • one week later
                    • Short, medium & long term impact                • one month later
                                                                      • 3 months later
                    • ROI analysis                                    • 6 months later
                                                                      • 1 year later, …


Tools for follow-up
Tools for follow-up

    • Polls & anonymous surveys
        • 1-to-1 informal conversations with participants
             • Business & ethnographic research methods
                  • Report with critical conclusions and time scaled suggestions
                       • Tools for further dissemination of results in the organization
and do not forget…



the spirit is not a content to be filled
       but a fire to be sparked

                                        Plutarch
                                   II century AD

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How to plan & organize team building efficiently

  • 1. How to plan & organize a team building action efficiently TRAINING & ORGANIZATIONAL DEVELOPMENT CONSULTANT TRAINING & ORGANIZATIONAL DEVELOPMENT CONSULTANT PG DIPLOMA IN HUMAN RESOURCE MANAGEMENT, CIPD PG DIPLOMA IN HUMAN RESOURCE MANAGEMENT, CIPD RESEARCHER IN TECHNOLOGIES FOR LEARNING RESEARCHER IN TECHNOLOGIES FOR LEARNING Carlos Barrios Cachazo Carlos Barrios Cachazo UNIVERSITY OF CALIFORNIA FELLOW UNIVERSITY OF CALIFORNIA FELLOW LEARNING & EDUCATION SPECIALIST LEARNING & EDUCATION SPECIALIST © Creative Commons This work is licensed under a Creative Commons Attribution- SCHOOL ADVISOR & PEDAGOGUE NonCommercial-NoDerivs 3.0 Unported License. SCHOOL ADVISOR & PEDAGOGUE
  • 2. Planning Context Analysis Context Analysis Decisions Decisions Follow-up Follow-up Logistics: Logistics: Assessment: Factors: • Venues • Materials • Micro • Agendas - timetables • Impact on job • Budgets - order forms TB • 5-level (Kirkpatrick) • Mezzo • Facilitators - trainers Day • Participant groups • Short, medium & long term impact • Macro Parameters: • ROI • Theoretical frameworks • Goals & methods • Ratios - durations, ... months days, weeks months before during! & weeks before & months later
  • 3. Analysis of the context • individuals react differently to a same stimulus Participants • same stimuli have different effects in a single group c ro • stable traits (personality): emotional intelligence, i group time management skills, personal styles, M Facilitators experience, intrinsic motivation, preparation & resources • dynamic traits: status within the organization, mood Organizational culture & structure Managerial support zo ez Optional vs obligatory activity M Expected say and involvement of participants during preparation Expected outcomes Business context & markets Economy ro ac Legislation M Politics Culture
  • 4. Decisions Logistics Logistics • indoor/outdoor/blend setting • "adventure“: sports, tent, paintball ground... Training venues • "relaxed“: park, woods, beach, salon, gaming room & spaces • "unusual“: swimming pool, stadium, disco, theme park • "work“: tables & chairs, auditorium, office, classroom • boards (white, pin, SMART Boards, projection screens,...) • writing (whiteboard & permanent markers, pens, pencils, rubbers,...) Materials • hard copies (A5, A4, A3, A2, colour/b&w, coloured sheets, shaped post-its & labels, stickers, icons & symbols / graphs / according words / texts, reading materials, "further info" reference to activities sections,...) • objects (balls, sticks, boxes, handkerchiefs, strings, Styrofoam & wooden objects, clothe accessories,...) • ICT (beamers, screens, connected computers, printers) Agendas - timetables Budgets - order forms Facilitators - trainers - speakers Composition of participant groups
  • 5. Decisions Actvity Parameters Actvity Parameters • Theoretical frameworks • Types of activity Tubbs’ • Learning methods System Model Fisher’s Tuckman’s Group Theory • Goals and objectives Development Model • Contents Richard Beckhard’s Belbin’s Team Effectiveness Model • Training styles Team Inventory McGrath’s • Ratios TIP Theory Drexler/Sibbet • Durations Team Performance Model
  • 6. Follow-up Types Types • Assess impact on job positions • one day after • 5-level (Kirkpatrick) • one week later • Short, medium & long term impact • one month later • 3 months later • ROI analysis • 6 months later • 1 year later, … Tools for follow-up Tools for follow-up • Polls & anonymous surveys • 1-to-1 informal conversations with participants • Business & ethnographic research methods • Report with critical conclusions and time scaled suggestions • Tools for further dissemination of results in the organization
  • 7. and do not forget… the spirit is not a content to be filled but a fire to be sparked Plutarch II century AD