Help Manual

Contents






Sigma Magic Help Version 15

Team Roles

Overview

Team members can play multiple roles when they participate in teams. They usually have a few dominant roles, and by understanding the roles of team members, we can put together teams to ensure successful project completion. The major roles of team members are:
  • Completer-Finisher: These are people who want to ensure that they complete all the activities that are assigned to them.
  • Coordinator: These are people who are good at coordinating with others and organizing events.
  • Monitor-Evaluator: These are people who have good analytical skills. They can dispassionately analyze data and conclude from complex sets of information.
  • Implementer: These are people who are good at planning, and they can break up a complex task into manageable pieces and create a workable plan.
  • Plant: Plants are very creative people. We need these types of team members to ensure that we get creative solutions to issues that the team faces.
  • Resource Investigator: These are people who have a good number of contacts and can go outside the team to bring information back into the team. They can help with benchmarking.
  • Shaper: These are people who are good at directing others to get the job done. They are only interested in results and may be seen as aggressive by other team members.
  • Team Members: These are people who have good people skills and understand the emotional undercurrent within the team. They usually help with creating a bond within the team.
The team members can understand the individual strengths and weaknesses so that they can form an effective way of working with team members.

Inputs

This tool can be added to your active workbook by clicking on Change and then selecting Team Roles. Click on Analysis Setup to open the menu options for this tool.

Setup

A sample screenshot of the setup menu is shown below.
Input Dialog
1
Analysis Type: Specify the tool format for this analysis. This selection is not enabled since there is only one format available.
2
Graph Type: Specify the type of graph to use to display analysis results.
OptionDescription
Bar ChartUse a Bar chart to show the scores.
Pie ChartUse a Pie chart to show the scores.
Radar ChartUse a Radar chart to show the scores.
3
View Example: Click on this button to add an example worksheet. You can use the example to understand how others have filled out the tool or use the example as a starting point and modify it to better meet your needs.
4
Help Button: Click on this button to open the help file for this topic.
5
Cancel Button: Click on this button to cancel all changes to the settings and exit this dialog box.
6
OK Button: Click on this button to save all changes and compute the outputs for this analysis.
On the worksheet, there are seven questions with several possible responses for each question. Read through the questions and the answers and select a response that best represents you. You can pick a value of 0-10 for each question. If that question provides an exact response of exactly how you would behave, then you can assign a score of 10. If that question does not represent you at all, you can choose a score of 0 or leave the question unanswered. Make sure that you have provided an answer to at least one response for each question.

Checklist

If you click on the Checklist button, you will see the following dialog box. Checklist The checklist contains a few pointers on things you need to pay particular attention to while performing this analysis. The checklist has been derived from experience working on past projects. Not all the checklist items need to apply to you. However, you should carefully review the checklist and apply any recommendations that make sense for your project. Make sure to read each checklist item and mark it as completed after you have read and taken actions as appropriate for your project.

Charts

If you click on the Charts button, you will see the following dialog box. Charts
1
Title: The system will automatically pick a title for your chart. However, if you would like to override that with your own title you can specify a title for your chart here. Note that this input is optional.
2
Sub Title: The system will automatically pick a subtitle for your chart. However, if you would like to override that with your own subtitle you can specify a subtitle for your chart here. Note that this input is optional.
3
X Label: The system will automatically pick a label for the x-axis. However, if you would like to override that with your own label for the x-axis you can specify a different label here. Note that this input is optional.
4
Y Label: The system will automatically pick a label for the y-axis. However, if you would like to override that with your own label for the y-axis you can specify a different label here. Note that this input is optional.
5
X Axis: The system will automatically pick a scale for the x-axis. However, if you would like to override that with your values for the x-axis, you can specify them here. The format for this input is to specify the minimum, increment, and maximum values separated by a semi-colon. For example, if you specify 10;20 then the minimum x-axis scale is set at 10 and the maximum x-axis scale is set at 20. If you specify 10;2;20, then the x-axis increment is set at 2. Note that this input is currently disabled and you will not be able to change this setting.
6
Y Axis: The system will automatically pick a scale for the y-axis. However, if you would like to override that with your values for the y-axis, you can specify them here. The format for this input is to specify the minimum, increment, and maximum values separated by a semi-colon. For example, if you specify 10;20 then the minimum y-axis scale is set at 10 and the maximum y-axis scale is set at 20. If you specify 10;2;20, then, in addition to minimum and maximum values, the y-axis increment is set at 2. Note that this input is optional.
7
Horizontal Lines: If you want to add a few extra horizontal reference lines on top of your chart you can specify the values here. The format for this input is numeric values separated by semi-colon. For example, if you specify 12;15 then two horizontal lines are plotted at Y = 12 and Y = 15 respectively. Note that this input is optional.
8
Vertical Lines: If you want to add a few extra vertical reference lines on top of your chart you can specify the values here. The format for this input is numeric values separated by semi-colon. For example, if you specify 2;5 then two vertical lines are plotted at X = 2 and X = 5 respectively. Note that this input is optional.

Verify

If you click on the Verify button, the software will perform some checks on the data you have entered. A sample screenshot of the dialog box is shown in the figure below. Verify The objective of this analysis as well as any checks that are performed is listed in this dialog box. For example, the software may check if you have correctly specified the input options and entered the required data on the worksheet. The results of the analysis checks are listed on the right. If the checks are passed, then they are shown as a green-colored checkmark. If the verification checks fail, then they are shown as a red-colored cross. If the verification checks result in a warning, they are shown in the orange color exclamation mark and finally, any checks that are required to be performed by the user are shown as blue info icons.

Outputs

Once you have answered all the questions, click on Compute Outputs to generate analysis results. Your most dominant profile is listed on the graph window. Outputs There are no specific outputs to interpret. You can look at your scores for each role. The roles with the highest score represent you. You can have each team member fill out this survey and determine the strengths and weaknesses of your team members. You can see if any roles are not represented by your team. If gaps exist in your team, you can see if you want to add other members to your team that can close the gaps and ensure you have a well-rounded team.

Notes

Here are a few pointers regarding this analysis:
  • In general, the roles for a person may be similar, but people can change over time. So, if the person takes this survey at a different point in time, the roles may be different.

Examples

Following examples can be found in the Examples folder.
  1. Perform an inventory of team assessment for your team to determine the dominant roles within your team and identify gaps if any (Team Roles 1.xlsm).