Team members can play multiple roles when they participate in teams. They usually have a few dominant roles, and by understanding team members' roles, we can put together teams to ensure successful project completion. The major roles of team members are:
Completer-Finisher: These people want to ensure that they complete all the activities assigned to them.
Coordinator: These people 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 people are good at planning, and they can break up complex tasks 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 the team's issues.
Resource Investigator: These people have many contacts and can go outside the team to bring information back into the team. They can help with benchmarking.
Shaper: These people are good at directing others to do the job. They are only interested in results and may be seen as aggressive by other team members.
Team Members: These people 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 their strengths and weaknesses to 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.
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Analysis Type:
Specify the tool format for this analysis. This selection is not enabled since there is only one format available.
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Graph Type:
Specify the type of graph to use to display analysis results.
Option
Description
Bar Chart
Use a Bar chart to show the scores.
Pie Chart
Use a Pie chart to show the scores.
Radar Chart
Use a Radar chart to show the scores.
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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 meet your needs better.
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Help Button:
Click on this button to open the help file for this topic.
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Cancel Button:
Click on this button to cancel all changes to the settings and exit this dialog box.
6a
Create Button:
Click on this button to save all changes and update the worksheet layout (if any).
6b
OK Button:
Click on this button to save all changes and compute the outputs for this analysis.
The worksheet has 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 how you would behave, you can assign a score of 10. If that question does not represent you, you can choose a score of 0 or leave the question unanswered. Ensure you have provided an answer to at least one response for each question.
Checklist
You will see the following dialog box if you click the Checklist button.
The checklist contains a few pointers on things you must 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.
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Item:
The items on the checklist are listed on the left
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Status:
The status of whether the checklist has been answered is listed on the right.
If all the checked items are okay, the status image in the header will show a green checkmark. If any checks fail, then the status image in the header will show a red cross mark.
Ideally, all items on the checklist should be marked as reviewed/completed.
Charts
You will see the following dialog box if you click the Charts button.
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Title:
The system will automatically pick a title for your chart. However, if you want to override that with your title, you can specify a title for your chart here. Note that this input is optional.
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Sub Title:
The system will automatically pick a subtitle for your chart. However, if you want to override that with your subtitle, 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 label for the x-axis, you can specify a different label here. Note that this input is optional.
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Y Label:
The system will automatically pick a label for the y-axis. However, if you would like to override that with your label for the y-axis, you can specify a different label here. Note that this input is optional.
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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 determine the minimum, increment, and maximum values separated by a semi-colon. For example, if you specify 10;20, 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, the x-axis increment is set at 2. Note that this input is currently disabled, and you cannot change this setting.
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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 determine the minimum, increment, and maximum values separated by a semi-colon. For example, if you specify 10;20, the minimum y-axis scale is set at 10, and the maximum y-axis 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.
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Horizontal Lines:
You can specify the values here if you want to add a few extra horizontal reference lines on top of your chart. The format for this input is numeric values separated by semi-colon. For example, if you specify 12;15, two horizontal lines are plotted at Y = 12 and Y = 15, respectively. Note that this input is optional.
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Vertical Lines:
You can specify the values here if you want to add a few extra vertical reference lines on top of your chart. The format for this input is numeric values separated by semi-colon. For example, if you specify 2;5, two vertical lines are plotted at X = 2 and X = 5, respectively. Note that this input is optional.
Verify
If you click the Verify button, the software will perform some checks on the data you entered. A sample screenshot of the dialog box is shown in the figure below.
The software checks 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, they are shown as green checkmarks. If the verification checks fail, they are shown as a red cross. If the verification checks result in a warning, they are shown in the orange exclamation mark, and finally, any checks that are required to be performed by the user are shown as blue info icons.
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Item:
The left-hand side shows the major tabs and the items checked within each section
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Status:
The right-hand side shows the status of the checks.
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Overall Status:
The overall status of all the checks for the given analysis is shown here. The overall status check shows a green thumps-up sign if everything is okay and a red thumps-down sign if any checks have not passed. Note that you cannot proceed with generating analysis results for some analyses if the overall status is not okay.
Outputs
Once you have answered all the questions, click Compute Outputs to generate analysis results. Your most dominant profile is listed on the graph window.
If all the template elements have been filled out, you will get the following message when you click on the Compute Outputs button.
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 your team does not represent any roles. 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, a person's roles may be similar, but people can change over time. So, if the person takes this survey at a different time, the roles may differ.
Examples
The following examples are in the Examples folder.
Perform an inventory of team assessments to determine the dominant roles within your team and identify gaps, if any (Team Roles 1.xlsx).