Professional Documents
Culture Documents
SUMMARY OF COMPETENCIES
Welcome!
The unit of competency, "Lead Small Team", is one of the Basic
competencies of BOOKKEEPING NCIII.
Remember to:
• Work through all the information and complete the activities in each
section.
• Read information sheets and complete the self-check. Suggested
references are included to supplement the materials provided in this
module.
• Most probably, your trainer will also be your supervisor or manager. He
is there to support you and show you the correct way to do things.
• You will be given plenty of opportunities to ask questions and practice on
the job. Make sure you practice your new skills during regular work
shifts. This way, you will improve your speed, memory and your
confidence.
• Use the Self-Checks at the end of each section to test your own progress.
Use the Performance Criteria Checklist found after the sheet to check
your own performance.
• When you feel confident that you have had sufficient practice, ask your
Trainer to evaluate you. The results of your assessment will be recorded
in your Progress Chart and Accomplishment Chart.
You need to be competent in this module before you can perform the next
module.
If you feel you have some of the skills, talk to your trainer about
having them formally recognized.
If the skills you acquired are still relevant to the module, they maybe
become the part of the evidence you can present for RPL.
MODULE DESCRIPTOR :
This module covers the knowledge, skills and attitude required to lead
small team including setting and maintaining team and individual
performance standard.
PERFORMANCE CRITERIA:
1. Work requirements are identified and prescribed to members
2. Reasons for instructions and requirements are properly disseminated to team
members
3. Team members questions, problems, concerns are recognized, discussed and
dealt accordingly.
CONDITIONS:
Learning materials
– Team building manual
– Catalogs
– brochures
Simulated team
METHODOLOGY:
Tradition/lecture
Demonstration
Case studies
Direct observation
Interview
LEARNING EXPERIENCES
LO No. 1
PROVIDE TEAM LEADERSHIP
Learning Activities Special Instruction
Answer the self-check 2.1-5 on Compare your answer to the answer key
Art of listening and treating
individual team members
concern
Learning Objective:
1. An open mind
2. Engage in active listening
3. Have a clear understanding of project goals and requirements.
Project managers abound, but highly effective project leaders are much
harder to find. The latter are shaped not only by their technical knowledge
and capabilities, but by how effectively they communicate with others at all
levels.
Great project leaders are objective, trustworthy, focused and confident. They
lead by example, foster an energetic environment and are expert in
managing the expectations of key stakeholders. Here’s a deeper look at these
characteristics and more — plus the role communication plays in project
leaders’ success.
Leading by example: True leaders make every effort to live by the same
rules they expect of others and affirm to the team that they, too, walk the
talk. Strong project leaders foster participation by allowing team members to
utilize their strengths, they give credit where it is due and remain
professional and respectful of others at all times.
Energy and motivation: Let’s face it: No one wants a leader that is
pessimistic, negative or disengaged. With hectic schedules and projects that
MATCHING
Directions: Select the word or group of words that best matches the
descriptions listed.
Transparency
Clarity
Objectivity and fairness
Energy and motivation
Accessibility
1. Accessibility
2. Objectivity and fairness
3. Clarity
4. Transparency
5. Energy and motivation
Learning Objective:
The manager or leader gives team members a set of basic questions such as
"Where are you from?" and "What is your favorite food?" Each person
answers the questions. The group is then divided into small teams of four or
five people, fewer if the group is very small. In the small groups, people
compare their answers and combine them to create a picture of their team.
They can then write a biography or draw an image that represents the
team's picture.
Assembling Structures
Have the team build objects and structures to teach them to work as a unit.
Pick an object to have them construct, and give them a limited set of rules
and materials with which to build. For example, tell them to build an object
that will be dropped from a height of 10 feet. A fragile item, such as an egg,
must be on top of or inside the object and must not break when it is
dropped. Another option is to build something with blocks, then give each
team member a block and instruct the groups to rebuild it as a team. Each
person may touch only his own block during the rebuilding process.
Similar to a trust fall, but requiring a group of at least six people, passing
the person builds trust among team members. One person volunteers to go
into the center of the circle and close her eyes. She should stand straight up
and cross her arms over her shoulders. The others surround her and stretch
out their hands toward her, as if to catch her. She slowly falls towards the
group's hands and is passed around in a circle. As the group continues to
pass her around, they can each take a step back, making the circle bigger.
The person in the middle learns to rely on her team members.
Successful companies depend on strong teams, but they take time to build.
Managers use team-building exercises to build trust among team members
while having fun in the process. Five-minute team-building exercises provide
a good way to start meetings. These exercises cause team members to loosen
up and grow comfortable with each other, which allows them to effectively
listen and contribute more often.
Two truths and a lie is a short team-building exercise played with a small
group of three to 10 participants. It allows team members to learn little-
known facts about each other while having fun. Each team member writes
Brainstorming Session
Paper-Tearing
The manager should give out a notebook-size sheet of paper to each team
member. The manager also takes a sheet of paper. Each team member must
close his eyes while following the instructions of the manager. For example,
the manager first tells the team members to tear the paper in half. Then tear
the halves in half again, then in half again and so on. After the manager
finishes giving instructions, each team member looks to see if her torn paper
looks like their manager's torn paper. This exercise shows how well the
manager gives instructions and how well team members listen.
Have a meeting with all available staff in attendance. Ask all employees to
learn three things about the people next to them and vice versa. This part of
the activity should only take a minute. Then, have the chairperson of the
meeting go around the room and have each individual introduce the person
next to him and share the three things he learned in 10 to 15 seconds. Use
a stopwatch to keep this exercise within the allotted time. This activity is
ideal when you have a batch of new hires or recent transfers in the office.
Trust
One game many people learned as kids in summer camp is the trust game,
which involves one person falling backward and trusting the person behind
her to catch her before she falls. Pair off your employees in the lobby or
parking lot -- anyplace where there is room to do this exercise as a group.
Line your employees up in two rows. Have row one stand two to three feet in
front of the other, facing away, and with arms stretched out at their sides.
The people behind them stand with arms forward, ready to catch their fall.
Have the first group state out loud “I trust you” as they fall backward into
their coworker's arms. Then, have them switch places and repeat the
exercise. Match employees with partners who are close in height and weight.
Relay Games
Relay in the track and field arena involves four people working together to
move a baton around a track faster than their competitors. Relay games in
the office use the same fundamentals and provide a great way to start off a
shift or the work day. Break your employees into groups of four, challenge
them to relay something such as small balloons on a spoon, papers to be
filed or individually-wrapped candies for the receptionist’s desk.
Telephone
Multiple Choice:
Directions: Choose the best answer. Write the letter of your choice on a
separate sheet.
3. This activity is ideal when you have a batch of new hires or recent
transfers in the office.
4. This exercise shows how well the manager gives instructions and how
well team members listen.
7. It allows team members to learn little-known facts about each other while
having fun.
1. B
2. D
3. C
4. A
5. C
6. A
7. D
Learning Objective:
MATCHING
Directions: Select the word or group of words that best matches the
descriptions listed.
2. The target audience is the group that you hope will both
understand and use your information.
Learning Objective:
Here are six effective forms of listening that will help get you started:
When you care about your employees, they tend to work harder and aim to
exceed your expectations. Employees want to be led by those who
genuinely care about who they are and what they represent to the team and
organization at-large. Don’t just view your employees as tools and
resources for your own success – but as people and valuable assets who
bring unique capabilities and aptitudes not necessarily limited to their job
functions.
I once had a boss who told me that I had a unique way of expressing myself
in meetings. Instead of trying to mold me into being someone I wasn’t, he
embraced my style and learned to use it to help stimulate team meetings.
Many times he asked me to lead meetings when he was pulled away by the
executive team. He made me feel that he was listening because he valued
and applied what he interpreted about my style into action. To this day, I
am extremely grateful for having such a compassionate leader as a boss – as
he gave me the extra incentive to be my authentic self.
3. Be Empathetic
The workplace is fueled with the stress and pressure of each day. Because
every employee manages stress and pressure differently, it is important that
you are empathetic to how these distractors impact employee performance.
Express EXPR +0.55% your concern and show your employees that you feel
their frustrations. If you are an old-school leader, don’t be afraid to express
sentiment or feel that it will weaken your stature or authority as a leader.
Great leaders know how to balance the head and the heart.
When leaders judge, they expose their immaturity and inability to embrace
differences. These leaders may enjoy a long track record of success in one
company, but often find it difficult to make the successful transition into a
new company.
Leaders must not grow complacent. The 21st century leader must embrace
new ideas and ideals. They must be more active listeners, constantly
learning and adapting to change.
Great leaders are extremely mindful of their surroundings. They know how
to actively listen beyond the obvious via both verbal and non-verbal
communication. They acknowledge others via body language, facial
expressions and nods. These types of leaders possess a tremendous degree
of executive presence and are tuned in to the dynamics that are taking place
around them, at all times.
Leaders that are mindful are not just hearing conversations; they are
listening to them and engaging in the dialogue. They don’t fake it, they are
taking note of what is being said and how people are saying it and are
making continuous eye-contact and gestures.
As the leader, everyone is watching your every move and action. If you
appear disconnected, you are perceived as disinterested and not listening.
Never stop being expansively mindful.
How many times has your leader rudely interrupted your train of thought?
It’s fair to say this is a common occurrence. Compassionate leaders listen
and don’t interrupt the flow of the dialogue. They embrace two-way
communication and are aware that with every interruption comes
disengagement. They earn respect from their peers by being a patient
listener.
Stay focused on what your employees are saying. Stay in the moment and
be respectful of others. Listen and become a more compassionate leader.
TRUE or FALSE
Directions: Read and understand the statements. Write the word TRUE if
the statement is correct and FALSE if the statement is not correct. Write
your answer on your answer sheet.
1. Employees respect those leaders that listen, because they know how
difficult listening can be.
2. Leaders that are not mindful are not just hearing conversations; they are
listening to them and engaging in the dialogue.
3. The 21st century leader must embrace new ideas and ideals.
1. TRUE
2. FALSE
3. TRUE
4. FALSE
5. FALSE
PERFORMANCE CRITERIA:
1. Duties and responsibilities are allocated having regard to the skills, knowledge
and aptitude required to properly undertake the assigned task and according
to company policy.
2. Duties are allocated having regard to individual preference, domestic and
personal considerations, whenever possible.
CONDITIONS:
METHODOLOGY:
Tradition/lecture
Demonstration
ASSESSMENT METHODS:
Direct observation
Interview
Case Study
LEARNING EXPERIENCES
LO No. 2
ASSIGN RESPONSIBILITIES
Learning Activities Special Instruction
Learning Objective:
The primary goal of the team is to meet the stakeholder needs as best they
can.
Gone are the days when a developer could go hide in a corner and hack
away at code. Collaboration is required across all team members.
One of the keys to success is transparency. If you run into a problem, tell
the team so they can help out or at least re-plan. If you complete something
quickly, tell the team so they can work on next steps whether that be:
testing, or documenting or promoting. Everyone should know what everyone
on the team is doing all the time.
The goal is to increase the skill set of everyone on the team so be prepared
to teach your skills to the other team members. Previously the performance
of people was assessed on their ability to perform specialty tasks. The focus
needs to shift to how well a person collaborates, shares and increases the
teams ability to perform.
Again, the goal is to increase the skill set of everyone including you so
everyone needs to be open to learning new skills so they can help the team
do every required task.
The co-ordination meeting is the most important meeting of the day and
nothing else takes priority. Get to the meeting and get there on time. If you
are late then you are holding up the whole team.
The retrospectives are designed to fix and improve the team’s process. Come
prepared to the meeting to discuss how the iteration went and talk about
things that went wrong and how to fix them. However, if you see something
during the iteration that can be fixed, don’t wait for the retrospective!! Bring
it up at the co-ordination meeting and suggest a fix right away.
The team commits to complete a specific bundle of work when they start an
iteration. That means that all team members have made a commitment to
complete all the work in the iteration. If you as a team member take on work
from outside the iteration (whether it be from a colleague or an old boss or
your current boss) then it means you are not working on tasks for the
iteration and you are letting your team down. You should refuse all outside
requests for your time. If that doesn’t work tell them they need to talk to the
team lead. The team lead should refuse the request. If that doesn’t work
then tell them to talk to the Product Owner. The Product Owner should
refuse the request but offer to write it up as a user story and put it onto the
backlog for consideration.
TRUE or FALSE
Directions: Read and understand the statements. Write the word TRUE if
the statement is correct and FALSE if the statement is not correct. Write
your answer on your answer sheet.
1. Accepting work outside of the current iteration without consent from the
team is alright.
2. Collaboration is required across all team members.
3. Everyone should know what everyone on the team is doing all the time.
4. Not everyone in the team needs to be open to learning new skills.
5. Always be on time to get to the meeting.
1. FALSE
2. TRUE
3. TRUE
4. FALSE
5. TRUE
Learning Objective:
When it comes down to it, we cannot all be the same despite sometimes
wanting to be. Rather it is important that we recognize the distinct skills
that each member is able to contribute to the team. So how then does the
manager or the person responsible for forming the team identify the best
skills and traits of each member?
For a start, the “best” skills and traits must be properly defined and well
understood in order for them to be identifiable.
How to Identify the Best Skills, Knowledge and Attitudes of Each Team
Member
Although you are responsible for the planning and operations of the project,
your team members should ideally possess the most basic project
management skills. The value of such skills is more evident in today’s world
of project management. Gone are the days when Gantt Charts were the only
reliable tools for managing projects; we are now in the era of project
management software that gives every member of the team direct access to
most components of a project. Therefore, it is advisable that each of your
team members show some basic grasp of leadership and good judgment.
By delegating certain tasks and duties to your team from time to time, you
will be in a good position to recognize each of your member’s strengths in
terms of management. The identification of such skills and the character
trait of trustworthy leadership is a very important step towards the
formation of a self-sustainable team that can take on multiple projects at
the same time.
Just like good communication skills, amicable writing skills play a big part
in ensuring information is shared and passed around clearly, correctly and
If you are always calling on one of your team members for clarification on a
report filed or an email sent, then that would be a clear sign of deficiency in
their writing skills. Chats, emails and reports are the order of the day, and if
someone has trouble with simple writing, then it is going to adversely affect
their contribution to the project, no matter how much they are qualified in
the work they do.
Final Word
Which of these skills and traits have you identified so far within your team?
What other traits do you think are essential for that “perfect” team member?
Multiple Choice:
Directions: Choose the best answer. Write the letter of your choice on a
separate sheet.
1. D
2. A
3. B
4. C
Learning Objective:
There are a number of factors that Team Leaders need to consider when
allocating duties to ensure that the team is effectively meeting its goals.
Team Leaders need to ensure that team members:
Understanding the duties of team mates helps ensure that team members
concentrate on their own responsibilities and that their actions do not
impinge on their team mates functions. Team members need to understand
the challenges and basic functions of other duties so that they can support
and complement their team mates.
• Consultant
• Decision maker
• Knowledge recipient
For example, one team member may be given the role of identifying and
providing information about a problem or issue. Another team member, who
has past experience may be consulted on appropriate options. The Team
Leader may be required to select an option and make it happen and a senior
manager may need to be informed of the decision (receive the knowledge).
Note that more than one person may take on each role. In the above
example fellow team members may have to be informed of the decision.
TRUE or FALSE
Directions: Read and understand the statements. Write the word TRUE if
the statement is correct and FALSE if the statement is not correct. Write
your answer on your answer sheet.
1. TRUE
2. FALSE
3. FALSE
4. TRUE
5. TRUE
PERFORMANCE CRITERIA:
1. Performance expectations are established based on client needs and according
to assignment requirements.
2. Performance expectations are based on individual team members’ duties and
area of responsibility.
3. Performance expectations are discussed and disseminated to individual team
members.
CONDITIONS:
Traditional/lecture
Demonstration
Case studies
ASSESSMENT METHODS:
Direct observation
Interview
LEARNING EXPERIENCES
LO No. 3
SET PERFORMANCE EXPECTATIONS FOR TEAM MEMBERS
Learning Activities Special Instruction
Learning Objective:
Provide Structure
Next, setting clear boundaries requires defining what is within the scope of
work and what is not, what appropriate behavior is and what is not, and
what productive work is and what is not. Sometimes this feels bossy; as if
you are telling people what to do. But when people have guidelines within
which to operate, they are actually more empowered to act, take initiative,
and innovate.
Clarify Roles
Take a second look at job descriptions and job duties. Do they match the
work that is actually being done? Are they an appropriate fit for the
structure you have set?
Keep in mind job descriptions are the baseline minimum expectation. For
those on your team seeking advancement, a career development
conversation should focus on above and beyond.
TRUE or FALSE
Directions: Read and understand the statements. Write the word TRUE if
the statement is correct and FALSE if the statement is not correct. Write
your answer on your answer sheet.
1. TRUE
2. TRUE
3. FALSE
4. TRUE
5. TRUE
Learning Objective:
Duties of a Team Member
TRUE or FALSE
Directions: Read and understand the statements. Write the word TRUE if
the statement is correct and FALSE if the statement is not correct. Write
your answer on your answer sheet.
1. TRUE
2. FALSE
3. FALSE
4. TRUE
5. FALSE
Learning Objective:
Mission
Conduct
All employers have to set general policies regarding employee conduct. That
includes guidelines on what is considered appropriate behavior between two
employees, as well as employees and managers and employees and
customers. This section will also include information on absenteeism,
insubordination and all areas of employee conduct.
Most companies offer vacation and sick time to their employees. Much of the
time, vacation is based on an employee’s experience, with those who have
spent more years at the company receiving more time. Sick time also varies,
Compensation
Employees have a wide range of pay, but those who work for the same
company are often paid on the same day. Policies and procedures must
outline when employees will be paid, whether it be once a week or twice a
month. Employees also need to be made aware if direct deposit is available,
as well as the guidelines on bonus pay and reimbursement for mileage and
other work-related expenses.
Health Benefits
Companies that offer health benefits need to include key aspects, such as
pricing for individuals and families, in their list of employee policies and
procedures. Many companies also have a mandatory waiting period of
anywhere from 30 to 90 days before benefits become available to an
employee.
Retirement Packages
Other Policies
Multiple Choice:
Directions: Choose the best answer. Write the letter of your choice on a
separate sheet.
d. Retirement Packages
d. Retirement Packages
1. B
2. D
3. D
4. A
Learning Objective:
Summary: Too often managers spend much too much time and effort
focusing on performance reviews once a year, rather than spending
their time getting each employee "aimed" properly so the employee
understands what s/he is to accomplish -- his or her goals and
objectives. This article provides valuable suggestions about how to
work with employees to set clear performance expectations, goals and
objectives.
Stating this phrase guarantees some reaction for anyone who has ever had
one, or had to give one as a supervisor or manager. In my experience in
working with organizations, that reaction is seldom positive.
Unfortunately, while the idea is sound, far too often, in execution, these
meetings are ineffective at best, and counter-productive at worst. While
there are many reasons why this is true, one of those reasons is that
supervisors don’t know how to do one of the most critical parts of this event
effectively setting clear performance expectations.
Without clear expectations from the previous year, the discussion becomes
too subjective one of the major (justified) reasons employees don’t find these
reviews valuable. Without clear expectations set for the coming year, people
don’t know what to work on throughout the year, beyond vague generalities
or assumptions. This then sets them up for yet another largely subjective
review next year.
- Developed jointly
Applying these three criteria to the expectations you set during these
meetings will improve the relevancy and clarity of the expectations. And by
jointly developing them you improve the commitment of the employee to
both the process and the expectations themselves.
Getting There
Once you know what successful expectations will look like with the criteria,
the next question becomes, how do we get there? Here are some tips to help
you identify, clarify and agree to performance expectations.
2. Ask questions. One of the biggest mistakes you can make during a
performance review meeting is to do all of the talking. Get the employee to
discuss their expectations and goals for the coming year. Start by asking
questions, especially open ended ones. Perhaps you have some very specific
things you want to include - you can add your items later in the
conversation. Ask first and ask often.
3. Be quiet. If you are going to ask, you have to be quiet and listen. Be
patient. They might not have an immediate thought or they may be scared
to say much if this is a different approach than they have experienced in
these situations before. Ask the questions expectantly, rephrase them if
needed, be patient and keep your mouth shut. If you are going to jointly
create these expectations, you have to let them talk.
5. Challenge them to stretch. One of the best things we can do for people is
encourage them to stretch their performance. Help people raise their
expectations a little bit more. How do you know it is a stretch? When is feels
like a challenge, but isn’t unbelievable. Setting expectations of improvement
levels that people can’t visualize achieving is likely beyond a stretch. Set
expectations that raise the bar a little and that drive people towards their
potential.
7. Restate and clarify. The meeting can’t end until you have agreement on
the expectations, and you can’t get agreement unless they are clear. Review
the notes that have been written down, and make sure that you both agree
that they say want you want them to say, and that when you both read
them in 2 days or 2 months, that they will still mean the same thing.
8. Gain agreement. Get people to commit to the expectations that have been
created. Give space for them to share concerns or frustrations, but leave
with a commitment to work towards these expectations. Your organization
may want people to sign their performance reviews or plans. Beyond those
requirements, having people sign their expectations and agreements is a
powerful piece of people committing to achieve something. So consider
having people sign, even if it isn’t a part of your organization’s process.
Taking these steps will help you create job expectations that will meet both
the organization’s and the individual’s needs. It will also be a springboard to
helping make those performance reviews more valuable for everyone.
Final Note
Perhaps as you read this list you didn’t see anything earth-shattering or
new. If so, my question to you is - are you doing all of these things, even
though you know them?
TRUE or FALSE
Directions: Read and understand the statements. Write the word TRUE if
the statement is correct and FALSE if the statement is not correct. Write
your answer on your answer sheet.
1. TRUE
2. TRUE
3. FALSE
4. FALSE
PERFORMANCE CRITERIA:
1. Monitor team member’s performance in respect to the defined performance
2. Provide team members with feedback, positive support and advice on
strategies to overcome any difficulties
3. Inform team members of any changes in the priority allocated to assignment
or task
4. Provide communication follow-up on all issues affecting the team.
CONDITIONS:
METHODOLOGY:
Traditional/lecture
Demonstration
Case studies
ASSESSMENT METHODS:
Written Examination
Direct observation
Learning Objective:
There are a number of different methods to choose from for actually tracking
those metrics. The Houston Chronicle outlined regular appraisals,
productivity tests, 360-degree feedback, and management by objectives as a
few common forms of measuring individual performance metrics. That’s a lot
to consider, but there are certainly options out there that can help you
along. For instance, tools like WIRL and 7Geese aim to simplify feedback
and help team members reach their goals.
Certainly, there are a number of different metrics that can be used when it
comes to tracking how team members are doing, and the most effective ones
will depend on your business and on different team member roles. Here are
five metrics for measuring team member performance.
First and foremost, it’s important to look at whether a team member shows
up to work or not. Attendance is definitely worth tracking. We’ve talked
about using time and attendance data for company growth before, but team
attendance can be a useful performance metric as well. Automating time
and attendance is a great way to keep an eye on things. If a team member is
consistently showing up late, leaving early, or taking an unusual number of
sick days, they’re likely not showing their full potential.
We love helping our clients, so it isn’t surprising that we’d aim to include
helpfulness on a list of team member performance metrics. Joshua Konowe
of Konowe & Associates told All Business Experts that helpfulness is a key
performance metric at his company: “At our company, we ask: ‘Who in your
department (or another department) has been the most helpful over the past
six months to you and your operational role?’”
Team members need to be able to complete their work on time. They should
have a good handle on the limitations provided by the time and resources
available and should be able to prioritize to get things done as efficiently as
possible. Look for missed deadlines or work that suffers as a result of
cramming for deadlines for clues as to how efficiently a team member is
working.
Attendance is important here too: if you see a team member clocking large
amounts of overtime every day, you may need to speak to them about time
management.
It’s nice when those you work with ask what’s needed and where they can
help. It’s even nicer when they see a need and take steps to meet it on their
own. An employee that takes initiative is definitely a sign of team
satisfaction and engagement.
The quality of work your team members put out is perhaps the most
important metric, but it is also the most difficult to define. Team members
who care about what they do and are engaged at work will likely perform
better, and it’s a good idea to recognize resulting achievements. Productivity
is more complex than simply looking at the number of sales calls put out or
the number of blog posts published. How many meaningful connections did
your salesperson actually make with the new leads? How much of your
content actually gets viewed and shared by your audience? HR World
suggests measuring the amount of work that gets rejected or needs to be
redone as a proxy for the quality of work, but it’s best to pick and design the
method that suits your business best.
Over to you
People and culture pros have their work cut out for them when it comes to
measuring and assessing team performance. How do you quantify the
performance of a rock star member of the team? Certainly, while
quantification is important, Cheryl Stein at Monster.com advised people and
culture professionals not to get too caught up in numbers and details.
At the end of the day, team members are people and not just resources to be
consumed. Stein notes that some qualities—like the propensity for
relationship building—are worth their weight in gold and should not be
overlooked. However, Stein also suggested that it’s crucial to keep an eye on
trends because a change in team performance could be a sign of something
bigger in an organization: “Declines in performance could signal shifts in the
market, or lack of buy-in to your company’s product line, marketing
strategy, mission, vision, or values.”
MULTIPLE CHOICE:
Directions: Choose the best answer. Write the letter of your choice on a
separate sheet.
1. When those you work with ask what’s needed and where they can help.
and take steps to meet it on their own.
a. Attendance
b. Helpfulness
c. Efficiency
d. Initiative
e. Quality
2. When Team members care about what they do and are engaged at work.
a. Attendance
b. Helpfulness
c. Efficiency
d. Initiative
e. Quality
3. It is when team member shows up to work or not
a. Attendance
b. Helpfulness
c. Efficiency
d. Initiative
e. Quality
1. D
2. E
3. A
4. B
5. C
Learning Objective:
1. Schedule weekly meetings with the customer service staff, ask if the
previous week has been generally good or bad/positive or negative to get
them talking, then sit back and listen. Listen for the overall tone and
attitude of the group for the purpose of detecting whether the group
generally sees itself as working with customers, or as pitted against them. If
the tide of internal departmental talk begins to turn adversarial, remind
them that the customers are not the enemy, but if the staff perceives them
to be the attitude communicates itself to the customer, who ultimately
comes away from the exchange unsatisfied.
2. Listen in on calls between service staff and customers, and read email
exchanges and online chats. Gauge the overall positive or negative tone, and
whether the customer was satisfied or not at the end of the exchange.
4. Devise a master chart for analyzing the responses that includes each of
the categories, with quantification, represented on the questionnaire.
5. Collect the questionnaires weekly and plot that week's responses all on
the same chart by placing a check mark in the appropriate category for each
customer check or comment.
7. Discuss the patterns plotted on the master chart with service personnel
at the next weekly meeting. Laud the group as to the positive portions of the
pattern and reach a consensus as to the most effective course of action to
correct problem areas.
ENUMERATION:
Directions: List some skills in Monitoring Team Operation
Learning Objective:
When setting the goals and the specific targets (KPIs) for each goal it is
important to foresee how the achievement of the target will be monitored
and measured. If a certain target cannot be measured, or is very difficult to
measure, then such target shouldn't be set.
What is Monitoring?
KPIs are measurable, traceable and visible signs / indicators that something
has been achieved or not. They are an important part of any performance
management system because they are what you actually monitor and
measure. In order to be measured the KPIs are set at the beginning of the
process, i.e. during the target setting so that assigned employees can
immediately start with gathering information.
A simple guidance on how to set KPIs is to see if the ones that we have set
justify the term Key Performance Indicator. This means that it should be a
key contributor to the success of the goal. The contributors are key only
when they make significant impact on the goal. The indicator should be a
performance measure that can be measured, quantified, adjusted and
controlled. The measure must be controllable in order to be able to adjust
and improve the performance if needed. And finally it should be an
indicator, a pointer of what we have defined to be successful
accomplishment of the specific goal.
Some examples of KPIs are revenue ($), income ($), market share (%),
number of new products on market (number), customer churn (%), employee
fluctuation (%), employee satisfaction (index) etc.
Now it's time to define the activities plan and schedule for monitoring. Again
it will depend on the nature of the goal and the KPI how often we will need to
gather information and make analysis. The achievement of some goals may
be measured monthly or quarterly, while other goals may require daily
measuring and monitoring.
4. Defining Resources
After the methods and tools have been defined and the activities plan has
been set we need to foresee the resources that we'll need to perform the
monitoring and measurement. This includes material, financial resources
and people.
5. Assigning People
The last step is to assign people who will perform the measurement and
monitoring.
1. Setting KPIs
2. Setting up monitoring and measurement systems
3. Collecting and recording data
4. Data analysis
5. Use of information for reporting, improvement and adjustment
ENUMERATION:
Directions: Enumerate the elements of Monitoring
1. Setting KPIs
2. Setting up monitoring and measurement systems
3. Collecting and recording data
4. Data analysis
5. Use of information for reporting, improvement and adjustment
Learning Objective:
Performance Counseling
Clearly outlines the roles and responsibilities for managers and staff in
performance management;
Describes where, and how, counseling fits with other elements of the
framework;
Specifies several underlying principles to guide counseling;
Reinforces the importance of, the Values and Code of Conduct in
performance counseling; and
Provides some advice and guidance on conducting it, including a list of
additional supporting resources.
All managers and staff need to undertake and meet their roles and
responsibilities as outlined in the policy. Where these are met, the potential
risks associated with performance counseling will be minimized.
TRUE OR FALSE
References:
2. https://www.linkedin.com/pulse/20140909010120-1073411-
five-basic-principles-for-better-negotiation-skills?
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