D. Decision Making 8

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Teaming Agreement

Aaron Bruner

Mandy Burton

Brandon King

Christopher Marshall

Ernie Shaw

Guy Ingram

Kennesaw State University

May, 2017

Revision 3

Periscope Teaming Agreement

Table of Contents

Section I: Vision and Goals 2

Section II: Values and Norms 2

Section III: Operational Guidelines 3

A. Team Member Roles 4

B. Meeting Guidelines and Communication 6

C. Assignment Guidelines 8

D. Decision Making 8

E. Conflict Management 9

F. Accountability 9

G. Progressive Discipline 10

H. Teaming Coach 11

I. Revising the Teaming Agreement 11

J. Signature Page 12

References 11

Appendix A- Team Coach Contract 13

Appendix B- Feedback Form 14

Appendix C- Disciplinary Action Form 15

Appendix D- Teaming Agreement Revision Form 16

Appendix E- Meeting Agenda 17

Appendix F- Faculty Defined Team Conflict Resolution Standards 18

Section I: Vision and Goals
As our team formulated this important Vision Statement, we looked at our individual goals as well as the different strengths and perspectives we bring to the team.
The Vision for Periscope is:
To use our creativity, knowledge, and diversity to transform the life of each team member.
The collective goal we agreed upon as a team aligns with our individual goals, as well as supports our Vision Statement.
The goal for Periscope is:
To build proficiency in leadership, business acumen, and teaming for each team member by graduation.
We feel this singular goal embodies our individual goals and will allow us to accomplish our vision of not only transforming our own lives, but also those of our families and colleagues.
Section II: Values and Norms
Our team values incorporate what we believe to be the foundation of our success, and create the acronym LEARNER: to gain knowledge and understanding of a skill by study, instruction, or experience.

We endeavor to focus on the important details that will ultimately culminate into an image or result that is of the highest quality because it encompasses all the smaller pieces of our core beliefs. The Values for Periscope are:
L– Leadership

E– Efficiency

A– Assertiveness

R– Respectfulness

N– Nimbleness

E– Empathy

R– Resourcefulness
As a team we have defined each value, identified the behaviors we will use to demonstrate each value, and have chosen a quote for each that we feel embodies the spirit of what this value means to our team.

Leadership: the ability to set and achieve challenging goals, take swift and decisive action, outperform the competition, and inspire others to perform well.
Behaviors to demonstrate leadership:

  • Admitting our mistakes and apologize for missteps.

  • Delivering and graciously receiving team member feedback.

  • Engaging one another on difficult topics or opinions.

  • Adhering to a “48 hour rule” in that if a person is bothered by something that needs
    discussing, we vow to speak to that person regarding the grievance within 48 hours.

  • Setting direction and acting in line with how we speak.

Efficiency: achieving maximum productivity with minimum wasted effort or expense.
Behaviors to demonstrate efficiency:

  • Following through on commitments by the deadlines established by the team.

  • Appropriately crediting references by citing team members or sources in APA format thus eliminating unnecessary rework.

  • Holding ourselves and each other accountable to agreed performance standards and behavioral expectations by providing feedback, and giving constructive criticism.

  • Accomplishing tasks to the desired standard with the minimum expenditure of time and effort.

Assertiveness: the quality of being self-assured and confident without being aggressive.
Behaviors to demonstrate assertiveness

  • We stand up for ourselves without undue anxiety, express our honest feelings comfortably, and exercise our individual rights without denying the rights of others.

  • Our team will engage in active listening and will not engage in side bar conversations.

  • We actively participate and serve as one another’s advocates by welcoming contrarian ideas, thoughts and perspectives without shame or disparagement of team members.

  • We will voice our opinions then have the courage to yield for the sake of the team’s success.

Respectfulness: courteous regard for people's feelings.
Behaviors to demonstrate respect:

  • We will wait to speak while another team member is completing or sharing their thoughts.

  • We will engage in active listening and will not engage in side bar conversations.

  • We will demonstrate respect and serve as one another’s advocates by welcoming contrarian ideas, thoughts and perspectives without shame or disparagement of team members.

  • We will be humble and demonstrate this by having the courage to yield for the sake of the team’s success

Nimbleness: quick and exact in either movement or thoughts.

Behaviors to demonstrate nimbleness:

  • We will promptly process feedback seeking to understand and apply the insights given as developmental opportunities.

  • We adapt to necessary changes with agility placing the success of the team ahead of personal agendas.

  • We process new information and make decisions in the time allocated then take the appropriate actions to implement the decided actions.

Empathy: the ability to understand and share the feelings of another.
Behaviors to demonstrate empathy:

  • During interpersonal interactions, we seek to understand the perspective, experiences, or motivations and to comprehend another individual’s emotional state.

  • We are caring and are deliberate in being outwardly focused and assuming good intent in the actions of others.

  • We practice active listening, care about, and treat one another with respect.

Resourcefulness: the ability to find quick and clever ways to overcome difficulties.

Behaviors to demonstrate resourcefulness

  • We are imaginative and open minded when seeking solutions to problems or challenges.

  • We provide a source of aide or support that may be drawn upon, when needed.

  • We seek diverse insights, experiences, and knowledge.

  • We share then test our ideas at a team then select based on the team’s ability to capitalize on the idea given the available time, or other constraints.

  1. Team Member Roles

Team member roles are defined below, however it is the expectation of everyone on the team to serve as an engaged individual contributor regardless of their role for the semester. The following are the team member roles for Periscope, and the responsibilities and operational expectations of each role:

  • Team Leader- Sets meeting times; creates and distributes agendas (Appendix E); drives agenda at meetings assists in conflict management

  • Assistant Team Leader- Assists Team Leader with creating agendas; serves as meeting leader driving the agenda should the Team Leader not be present; becomes the Mediator should the Team Leader be in conflict with the Team as a whole, or another Team Member

  • Project Manager- Breaks down assignments into sections and assigns deadlines and tasks to team members for contributions; completes final version of assignment for team proofing and approval; seeks assignment clarification from professors as needed; submits assignment; communicates missed or late assignments with team member and team leader for resolution or engagement in the disciplinary process

  • Assistant Project Manager- Assists Project Manager with design of assignment breakdown; assists in communicating deadlines/ tasks to team members as needed; provides project updates at team meetings in the event the Project Manager is not present; assists in the collecting and compiling of content as needed; assumes the role of second Project Manager should multiple assignments arise in one semester. (Note: Multiple assignments may require additional assistant project managers.)

  • Scribe- Keeps minutes at the meetings; serves as timekeeper during meetings; refines and distributes minutes within 48 hours of each meeting

  • Team Member- An actively engaged individual contributor to the assignment, working as directed by the Project Manager and Team Leader; adheres to deadlines for contributions; may be enacted as an additional assistant to the project manager, if necessary.

Section III. Operational Guidelines

Decisions for Team Member Functions:

The Project Manager is responsible for understanding the overall scope of the assignment and will present a baseline solution to the team about how to divide the labor. For the given assignment, the Team Leader and Project Manager will collaborate to assign appropriate workloads amongst the team. Once assigned, the team will be allowed to provide feedback on the workload and the Project Manager and Team Leader will be allowed to revise once before making a final decision. The assigning of tasks will consider the skills, abilities, experience and developmental needs of each member. In the event there are multiple ongoing projects during a semester, the Assistant Project Manager will be appointed as a second Project Manager. The Team Leader will be responsible for setting the agenda and running the weekly meetings as well as facilitating thoughtful discussion within meetings to ensure all team members contribute according to their designated roles. The Scribe will maintain the minutes for each meeting and distribute the minutes via email to the team within 48 hours of the meeting. The scribe will also keep time during the meeting. The team members will verbally contribute thoughtful suggestions pertaining to each task, complete assigned tasks from the Project Manager, and provide feedback at the end of each meeting during the scheduled feedback time.

Fair Division of Labor Standards:

Each team member agrees that the division of labor may vary from task to task, and commits to the program knowing that there may be tasks that require more individual responsibility than others. The team will establish a set rotation of team member roles that will change each semester giving everyone the equal opportunity to grow in every aspect of leadership. At the beginning of each semester, the team will discuss upcoming term assignments and rotate the responsibilities for the semester. Team members understand that the division of labor is fair by the covenants set forth in the Teaming Agreement that view the program as a whole and not as individual tasks. Action items will be emailed out within 48 hours of team meetings and will be assigned by the Project Manager after agreement with the Team Leader.

Assigning Roles and Tasks:

Roles will be reassigned in the first meeting of each new semester for the entire semester. The rotation will be as noted below, however, can be modified by consensus vote by the team:

  • Team Leader moves to Team Member

  • Team Member moves to Scribe

  • Scribe moves to Assistant Project Manager

  • Assistant Project Manager moves to Project Manager

  • Project Manager moves to Assistant Team Leader

  • Assistant Team Leader moves to Team Leader

Assistant Team Leader moves to Team Leader

Workloads will be established by the Team Leader and Project Manager at the onset of a task and will be agreed to by members providing one opportunity for initial feedback to adjust workload as needed. Once adjustments are made, final decisions regarding workload will be determined by the Project Manager and seconded by the Team Leader. In the event that the Team Leader is unable to be physically present at the weekly team meeting, the Assistant Team Leader will assume the duties of running the meeting as it will be their ensuing rotation.

Team Motivation and Morale:

Periscope team members will allot feedback time in each meeting in order to practice giving and receiving both positive and constructive feedback. In addition, Periscope commits to plan and coordinate 1-2 social gatherings per semester that are geared toward building unity amongst members and support systems. The Team Leader for the semester will assume the responsibility of engaging the team with ideas for the gatherings, as well as securing dates and locations.
Planning of Tasks:

Team members will be tasked with reading through upcoming team assignments at the beginning of each semester and the Project Manager will be tasked with understanding the assignment and delivering a blueprint to the team for how workloads will be assigned. Once workloads are assigned, the team will reach a unanimous decision regarding workloads. Once assignments are made, the Team Leader and Project Manager will determine final workload and the Project Manager will schedule assignment deadlines throughout the term.

Measuring Individual Performance and Contribution:

Due to the nature of the assignments, individual workloads may vary from task to task so individuals will be measured to the fulfillment of their assigned role for the given task and not the workload. Each member will be responsible for understanding team assignments as a whole, his or her role as it relates to the semester, vocally contributing during each meeting, and completing assigned workload by the assigned deadlines. Each member will evaluate the other team members at the completion of each task by utilizing the rubric given for team member evaluation and by grading them in respect to the fulfilment of his or her role.

Tracking Direction and Progress of Projects:

The Project Manager(s) will be responsible for setting task completion deadlines throughout the term, and the Team Leader will be responsible for formulating the agenda and running meetings that coincide with completing assigned tasks. The Team Leader will also encourage team members to vocalize opinions during designated strategy and feedback time of meeting. The Scribe will maintain a record of the meeting minutes to facilitate accountability that the topics assigned for the meeting were completed.
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