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01

IMPROVING TEAM
EFFECTIVENESS
of a Lockheed Martin team

JESSICA STELTER
NOVEMBER 2020
IMPROVING TEAM EFFECTIVENESS

CONTENTS

03 08

EXECUTIVE SUMMARY RECOMMENDATIONS:


OBJECTIVE & GOAL SETTING

04
09
RESULTS & NEEDS ANALYSIS
RECOMMENDATIONS:
MEETING EFFECTIVENESS

05

TEAM SWOT ANALYSIS 10

RESULTS:
TEAM DIAGNOSTICS SURVEY
06

ACTION PLAN
11

07 RESULTS:
BURNDOWN CHARTS
RECOMMENDATIONS:
TEAM COORDINATION
12

CONCLUSION
03

EXECUTIVE SUMMARY

In this report, I analyze the productivity and


effectiveness of Lockheed Martin's Career &
Competency team. Based on results from a team
diagnostics survey, one-on-one interviews with
team members, and a workload analysis, I
implemented solutions and recommendations in
order to:

1. Enhance coordination and communication


between team members by utilizing Scrum and
Agile methodology supported by project
management and collaboration tools
2. Clarify goals and objectives of the team, in
addition to project realignment. goal, and
mission setting meetings
3. Improve the efficiency and productivity of
recurring team meetings, as well as revisiting
unaddressed concerns and ideas from previous
meeting notes

The result of these interventions and


recommendations were proven to increase team
productivity by 19% on the next Sprint rotation and
improve team member perceptions of the following
dimensions: team vision and purpose, individual
ownership & autonomy, meeting effectiveness,
morale, team coordination, team member
development, and understanding of goals &
objectives.
04

TEAM DIAGNOSTICS
SURVEY
PRE-INTERVENTION RESULTS

AVERAGE DIMENSION NEED

Need more consistent work processes.


3.35 Team Coordination
Need more effective communication.

Meetings perceived as inefficient.


3.47 Meeting Effectiveness
Ideas not quickly implemented/revisited.

Understanding Not a shared understanding of what success


3.64 Objectives and Roles looks like. Unclear project work/status.
Individual Ownership Reward system does not reward individual
4.00 & Autonomy excellence. Autonomy is good.

Articulating Vision & Good, but need slightly more focus on big
4.02
Compelling Purpose picture issues/concepts.

Overall good, but lower scores on


4.15 Morale
perceptions of work being worthwhile.

Feedback & Great team feedback, perhaps need more


4.30
Recognition individual feedback.

Team Member Team members agree there are ample


4.62
Development development and leadership opportunities.

The Team Diagnostic Survey consisted of 3 to 5 questions for each of the 8 dimensions. The
average scores above represents the mean of those questions per dimension. Data was also
collected via open response survey questions, one-on-one interviews with team members, and
a workload analysis to measure how productive and efficient the team is being with their time.

Survey questions were compiled from the University of Colorado Team Effectiveness Questionnaire and
Cornell University's Leadership Team Effectiveness Survey, then were edited and adjusted for relevancy and
to fit the needs of the team.
https://www.cu.edu/sites/default/files/Team_effectiveness_questionnaire.pdf
•https://hr.cornell.edu/sites/default/files/gmc_sample.pdf
05

TEAM SWOT ANALYSIS

STRENGTHS WEAKNESSES
Team member development Communication and coordination
Team feedback & recognition Team productivity
Morale and comradery Meeting efficiency
Balance of individual and collective Implementation of ideas
work Communicating goals and objectives for
Autonomy and trust projects and team
Little room for individual
ownership/pride on assignments due
to collaborative work

OPPORTUNITIES THREATS
Optimize utilization of project Leader bandwidth: leader lacks time to
management and collaboration tools to update team on projects or explain
improve communication and processes work due to too many simultaneous
Onboarding of new interns presents a projects and too many meetings
good opportunity for goal, project, and Team coordination: 7 interns on a team
methodology clarification with no defined roles may lead to role
Take advantage of Agile/Scrum guides ambiguity, task ambiguity, or
to improve effectiveness of meetings overlap/duplication of efforts
Utilize NextGen Recognition for Undefined methodology of work
individual recognition process can lead to inconsistencies
between members in team operations,
configuration management, etc.
06

ACTION PLAN
The plan was to implement some quick changes to see fast results, in addition to
long-term corrections. Each Sprint (which is a duration of 2 weeks) would focus
on improving one of the 3 greatest pressure points, as shown below.

TEAM COORDINATION
Due to the collaborative nature of the team, an
analysis showed a duplication of efforts with
Sprint 1 impediments in coordination and communication. The
first Sprint focused on tracking and updating work
efforts and assignment status, establishing ownership
of work, and consistency of work and communication
processes.

GOAL & OBJECTIVE SETTING


While big picture visions were articulated well, team
members lacked a shared understanding of what the
objectives for the team were, what success looks like
Sprint 2 for the team, and what stage the multiple projects are
in. This sprint consisted of mission setting, goal
setting, and project clarification and realignment. The
timing of this goal setting sprint intentionally aligned
with the onboarding of new interns, for their benefit.

MEETING EFFECTIVENESS
Members expressed meetings needed to be more
efficient. Often due to the lack of time, solutions,

Sprint 3 ideas, and concerns discussed in retrospective


meetings are often not revisited or implemented.
Sprint 3 was focused on preparing for meetings,
reducing meeting length, adding steps from
the Scrum methodology, and revisiting notes and
ideas from previous meetings.
07

RECOMMENDATIONS | SPRINT 1
Team Coordination

Before Every New Sprint:


Ensure fully stocked backlog. Cards
should be built out: immediately
actionable, negotiable, value is clear,
Box
estimated by the team, sized to fit in a
Organization: Follow file structure
sprint, and testable
Version control: Discourage saving
"Done" column should be cleared
newly edited versions. Box automatically
All story points should be estimated
saves all versions in "Activity"
If its a working copy, add "Draft" after
the title. If its the final, add the date it
was finalized to the title

Scrum Board
Add a task lead to every card. Lead is the
POC, responsible for that assignment,
ensures points are updated, and moves
the card along
Slack
Team members keep points updated -
Daily checklist in team channel
3:30 daily reminder sent to all members
Consolidate channels for team to
Include link to the assignment in the card
"cc_dev_team" channel to avoid
Include most recent update/status in the
confusion and missing information
"Activity" section of the card
Notify team members with @ sign,
Check inside the card first (Activity and
respond in thread if minor
Checklists) before working on the task to
Separate channel for interns
avoid duplication of efforts
Increase the size of the interrupt buffer to
14 points. Take from the buffer when
adding new cards; write what points were
deducted for in "Activity" of buffer card
08

RECOMMENDATIONS | SPRINT 2
Clarification of Goals & Objectives

Develop a Team Mission Develop Sprint Goals


A team mission will help team members A SMART goal for each Sprint will be
understand their purpose, what success developed during the Sprint Planning meeting
looks like for the team, and will help the before the next Sprint. This concrete goal or
Product Owner only accept work that is in deliverable needs to be realistically attainable
alignment with the team's priorities. for the team to achieve within the 2 week
Career and Competency Team Mission: Sprint. The team will check in to see if they
"To offer our I/O Psychology expertise to are on track to accomplish that goal (or adjust
support other teams and directly help client if needed) during the Sprint Check-In
groups co-create career frameworks and meeting.
related solutions that are applicable across all
of Lockheed Martin."

Project Clarification Meeting Centralized Location for Updates


Interns will collaborate to define the Multiple projects occur in different stages
purpose, scope of work, clients and points simultaneously. Not all team members work
of contact, desired end state, deliverables, the same days, and not all team members
and most recent status of 10 projects. The receive project updates from the direct
collaborative document will be given to the source, resulting in a lack of understanding of
team lead so he can 1) update it with the the status of said projects. The team should
correct information, 2) get a sense of what keep a centralized location where team
the team members understand for more members can refer to for the project
effective communication in the future. description, SOW, status updates, or any
questions about the project- perhaps in a
Slack channel, Box note, or the Scrum Board.
09

RECOMMENDATIONS | SPRINT 3
Meeting Effectiveness

Follow Agenda Incorporate Sprint Review


An agenda for each of the 5 recurring team In accordance with Scrum methodology, a
meetings will be developed and used as a Sprint Review will occur before the Sprint
checklist during the meeting to 1) ensure Retrospective meeting to review what the
the most important things are being team created that Sprint, as well as
covered, 2) ensure the team stays on track demonstrate the team's value to stakeholders
and get feedback.

Revisit Notes from Previous


Retrospective Meetings Reduce Sprint Planning Time
Diligent notes are taken during Retrospective Meetings often take up the amount of time
meetings, but ideas and concerns are often they are allotted, so by reducing meeting
left unaddressed. A review and compilation of length where we can, the team can have
unimplemented ideas and unaddressed that time back to do work. There was room
concerns will be gathered for the team lead, to take 30 minutes from the recurring
and "Review notes from last retrospective" Sprint Planning meetings. Shortening the
will be added as a checklist item to the meeting forces the team to be concise, stay
Check-in & the Retrospective meetings. This on track, and prioritize the most critical
will ensure team members feel heard, keep things first.
morale high, and improve the team with
innovative ideas from team members.
Meeting Preparation
All team members will update their
Add Backlog Refinement Meeting consumed points individually prior to
Time spared in from Sprint Planning Meeting Check-In and Planning meetings so group
can be used for weekly backlog refinement. time is not spent during these meetings to
Keeping the Product Backlog organized and do so. Two questions will be added to the
cards well developed ultimately saves time bi-weekly pulse survey asking team
during Sprint Planning meetings so the members to reflect on the most recent
Product Owner can quickly pull cards into the sprint individually in preparation for a more
next Sprint. efficient Sprint Retrospective meeting.
10

TEAM DIAGNOSTICS
SURVEY
PRE AND POST RESULTS

AVERAGE AVERAGE
DIMENSION
BEFORE AFTER

3.35 4.25 Team Coordination

3.47 4.07 Meeting Effectiveness

Understanding
3.64 4.35
Objectives and Roles

Individual Ownership
4.00 3.73
& Autonomy

Articulating Vision &


4.02 4.36
Compelling Purpose

4.15 4.30 Morale

Feedback &
4.30 4.24
Recognition

Team Member
4.62 4.76
Development

Results were gathered after 5 weeks of interventions. The three dimensions we focused on
increased significantly, and in turn, other dimensions increased as well. For example, enhancing
team members' understanding of objectives and roles, in turn, enhanced understanding of the
team's vision and purpose.
Likely due to the focus on team collaboration, and because we did not focus on awarding individual
excellence, the two dimensions that decreased were "Individual Ownership & Autonomy" and
"Feedback & Recognition". In the future, I would suggest team members are given a good ratio of
group assignments and assignments where they have full ownership/responsibility. Additionally, I
would encourage the team lead to give individual feedback and rewards via "shout-out"s in
meetings and/or the NextGen Recognition tool.
11

RESULTS
ANALYSIS OF BURNDOWN CHARTS
A burndown chart is a graphical representation of work completed and left to
accomplish versus time. An ideal burndown is when hours completed (red line) are
going up while hours remaining (blue line) are going down. Productivity can also be
measured by cards (tasks) completed and hours (points) completed.

SPRINT 0
BEFORE INTERVENTIONS
Hours/points going up because adding
cards and points during aSprint instead
of at beginning
Bottlenecking (cards being stuck in Stal
led or To Be Reviewed column)
Few cards fully completed (10/22)
because of multitasking
Cards Completed 10 / 22 (45%)

Hours Completed 51.5 / 77.5 (66%)

0 20 40 60 80

SPRINT 1
AFTER INTERVENTIONS
Increased completed cards by 34% by
prioritizing tasks and swarming (all
focusing on one task to get it done)
Increased story points/hours by 19%
Appropriate trend lines

Cards Completed 11 / 14 (79%)

Hours Completed 49 / 57.5 (85%)

0 20 40 60
12

CONCLUSION
This team has many strengths. Team members are engaged and innovative, there
is good morale and comradery, and there is a great deal of constructive feedback.
Team leaders establish trust and encourage members to take the lead on projects,
as well as establish a good balance of individual and collective work. Due to the
broad and collaborative nature of the work, there was room for improvement in
regards to team coordination and clarifying goals and projects. Improving these
processes, in turn, enhanced the efficiency of the team's meetings.

To offer our I/O Psychology expertise


to support other teams and directly
TEAM help client groups co-create career
MISSION frameworks and related solutions
that are applicable across all of
Lockheed Martin.

Improving team coordination, communication, and the Scrum process resulted in


the team's most successful Sprint in the very first rotation of interventions. The
team's productivity increased by 19% according to hours completed and 34%
according to tasks completed. Due to mission setting, objective setting, Sprint
goal setting, and project realignment meetings, members demonstrated a clearer
understanding of their work, role, and purpose. Team members felt meetings are
more efficient and productive. Team members also felt heard due to revisiting
notes and ideas from previous meetings, addressing team members concerns, and
implementing their ideas. Adopting these recommendations contained in this
report and continuously reviewing team goals and processes for reaching these
goals is in line with the team's use of Agile methodology. More importantly, these
practices ensure the team continues to increase in innovation and effectiveness,
which embodies Lockheed Martin's culture of growth mindset.

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