Team Performance Inventory: Facilitator's Guide

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Team Performance Inventory: Facilitator’s Guide
The Team Performance Inventory provides a current view of where the team is on the performance curve, where it needs to be to be a more effective team, and suggestion on how to get there. It includes an end-to-end process to facilitate team building, as well as the means to extend team building beyond the initial workshop intervention.
The materials are designed to be used to identify a team's position on a quantifiable performance scale providing the team's leader and members a roadmap for ongoing development.  Teams will know what they do well and what they need to improve on, but even more essential that they will know how far they need to go―and what steps they need to accomplish to reach the high-performing stage.
There is a comprehensive toolkit of resources you can use to map and deliver a turnkey team building initiative.  The materials are an invaluable resource for team leaders, team members, facilitators, and consultants.  The ready-to-use collection of how-to experiential learning activities, scripts, assessments, reproducible masters, coaching and intervention guidelines are an indispensable resource.
Any collaborative group, whether a team, a workgroup, a department, or business unit will benefit from engaging in and completing the Team Performance Inventory process.
Components of the training package
The Team Performance Inventory package contains a Facilitator's Guide, Participant's Workbooks, Assessment Instruments, and a CD with Scoring Software, Reproducible Exercise Masters, and Workshop PowerPoint slides.
How to use the components
Facilitator's Role
As a facilitator, your role is to help teams strengthen their working relationships and raise levels of performance.  All teams are uniquely different, and depending upon their situation, you may perform varying functions in response to these differences.  However, functions typically include
Planning and Coordinating
Meet with the team's leader(s) and discuss how the assessment will be conducted, how the workshop will be facilitated, how the follow-on team-building activities will be implemented, and how to the progression of team leader styles can be most effectively used.
Once the assessments have been completed and scored, review the results and use the outcomes as the basis to plan what your approach and focus will be.  The scores of the team's style and team issues survey will point you in the right direction.
Review the Toolkit and choose which activities best match the team's stage and issues.  Select the appropriate exercises and prepare any needed materials such as flipcharts, handouts, and worksheets. 
Conducting Workshops and Training
Workshops agendas generally cover: the benefits and realities of teams in today's organization, the introduction to the four stages of team performance model, and conducting the appropriate team-building activities within a workshop setting. 
Supporting Team-Building Activities
Your ongoing support role for the team is in conducting additional team-building activities, determining which follow-on skill building exercises are appropriate (for individuals, small groups, and continued team workshops), and initiating team leader coaching focusing on alignment of leader's style to the team's stage of performance. 
Engaging the Team Leader
Team leaders need to be fully engaged in the team building process.  It is important that the team leader be committed to the process, contribute ideas, help make decisions, and work to resolve issues.  Some leaders will look to you to coach him or her on what to say, as well as how and when to say it. 
Gather information about the team’s history, mission, purpose, goals, role in the organization, problems and issues, how long the members have been together as a team (newly formed or well established), and their structural make-up (team leader with immediate team members or multi-layered?) 
Presenting Assessment Results
Present the general theme of the report and assessment results in a way that everyone understands how the members perceive the team to be.  Help the team analyze the data, discuss themes and patterns, highlight strengths, and potential development opportunities.
Determining Key Issues for Development
To determine the issues to address for the workshop and ongoing development, turn to the results of the assessment (see pages 37-40 and 47,48).
Facilitation Process
Facilitators will find an easy to follow process that can be used for classroom workshops, self-paced individual skill building, and team leader development.  The Team Performance Inventory provides a complete resource for

  • Conducting the Assessment
  • Determining the Team's Stage
  • Identifying the Team's Issues
  • Preparing for the Workshop
  • Delivering the Workshop
  • Using the Toolkit
  • Applying the Team Leader Resources
  • Facilitating Ongoing Coaching for Development

Table of Contents
I.  Before the Workshop
1. Introduction
2. The Stages of Team Performance
3. The Team Performance Inventory, The Four Leadership Styles
4. Preparing for the TPI Workshop
II. Delivering the Workshop
5. The Facilitator's Script
6. The Exercise Toolkit
III. Supplementary Materials and Resources
7. Screenshots of Workshop PowerPoint Slides
8. Reproducible Exercise Worksheets
9. Resources and References
To Purchase
Go to and put Darlene Davis is the search field.
ISBN: 978-0-7879-8668-1, Loose-leaf, 224 pages, US $206.00  (Prices subject to change without notice.  Check for current price).
The Ryan Group, Inc.
(214) 613-2582 
Darlene Davis

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