Team Planning Worksheet

Name

Name

Current department

Explain the reasons for including this specific functional area in an organizational teamin terms of the advantages offered.

What role would this individual fill on the team?

Example: Owen Davidson

Example: Distribution, Truck Driver

Example: It is essential to get the perspective of the Operations functional area and ensure the supply chain team is involved in the problem-solving since they will be the ones that will have to implement the solution.

Example: Owen is known as a team player, and because of all his connections, he will be the team’s information gatherer.

Team Member 1:

Team Member 2:

Team Member 3:

Assigned Team Member 4:

Step

Action

Team member(s)

List business skills from their function

Describe effective team characteristics and explain how those characteristics would support a team effort

example

Identify and define the problem, gather information

Owen

Example: List members and their work-related strengths that will help define the problem.

Example: Owen—knowledge of inventory from the trucking perspective, understands the delivery schedule problems.

List soft skills that will help accomplish this task.

Example: Owen—understands the problem from the customer’s perspective from delivery problems. He is a team player and can see all sides of a problem.

1

2

3

4

Describe strategies that will be used to avoid and resolve conflicts between members of the team.

· Also consider the consequences of not addressing the conflict.

Use proper spelling and grammar. Your response should be 1–2 paragraphs.

Summarize how your plan will result in an effective team that will contribute to organizational success. Use proper spelling and grammar. Your summary should be 1–2 paragraphs.