BUILDING TEAMS “How can we work together interdependently to achieve shared purpose?” ACKNOWLEDGEMENTS We welcome your suggestions for improving this guide further for future trainings. We also welcome you to use it and adapt it for your own trainings, subject to the restrictions below.This workshop guide has been developed over the course of man trainings by Liz Pallatto, Joy Cushman, Jake Waxman, Devon Anderson, Rachel Anderson, Adam Yalowitz, Kate Hilton, Lenore Palladino, New Organizing Institute staff, MoveOn Organizers, Center for Community Change staff, Jose Luis Morantes, Carlos Saavedra, Sean Thomas-Breitfeld, ShuyaOhno, Petra Falcon, Michele Rudy, Hope Wood, Kristen Dore and many others. RESTRICTIONS OF USE The following work [this workshop guide] is provided to you pursuant to the following terms and conditions. Your acceptance of the work constitutes your acceptance of these terms: You may reproduce and distribute the work to others for free, but you may not sell the work to others. You may not remove the legends from the work that provide attribution as to source (i.e., “originally adapted from the works of Marshall Ganz of Harvard University”). You may modify the work, provided that the attribution legends remain on the work, and provided further that you send any significant modifications or updates to [email protected] or Marshall Ganz, Hauser Center, Harvard Kennedy School, 79 JFK Street, Cambridge, MA 02138 You hereby grant an irrevocable, royalty-free license to Marshall Ganz and New Organizing Institute, and their successors, heirs, licensees and assigns, to reproduce, distribute and modify the work as modified by you. You shall include a copy of these restrictions with all copies of the work that you distribute and you shall inform everyone to whom you distribute the work that they are subject to the restrictions and obligations set forth herein. If you have any questions about these terms, please contact [email protected] or Marshall Ganz, Hauser Center, Harvard Kennedy School, 79 JFK Street, Cambridge, MA 02138. Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute. BUILDING TEAMS OBJECTIVES: By the end of this session, you will… Understand the core practices of successful leadership teams Begin practicing those skills as a leadership team: developing a shared purpose, clarifying team roles and responsibilities, creating shared ground rules and practices of coordination WHY DO ORGANIZING TEAMS MATTER? The most effective leaders have always created teams to work with them and to lead with them. Take for example Moses, Aaron and Miriam in the story of Exodus, or Jesus and the twelve disciples in the New Testament, or Martin Luther King, Ralph Abernathy, Rosa Parks, Jo Ann Robinson and E.D. Nixon during the Montgomery Bus Boycott. Leadership teams offer a structural model for working together that fosters interdependent leadership, where individuals can work toward goals together, with each person taking leadership on part of the team’s activity. At their best leadership teams recognize and put to productive use the unique talents of the individuals who make up the team. WHY DOES TEAM STRUCTURE MATTER? Team structures create strategic capacity—the ability to strategize creatively together in ways that produce more vibrant, engaging strategy than any individual could create alone. Movements are not built on command and control authority structures. But they can also be ineffective beyond the local level if there is no structure for coordination and no venue for creating shared purpose. Strong movement structures enable local decision-making and strategizing by local leadership teams that are supported by regional or national leadership teams which provide strategic focus, common purpose and shared resources—our snowflake model of interdependent leadership. At every level, leadership teams require a clear mission with clear goals and the ability to strategize creatively together about how to carry out their mission and meet their Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute. goals. This structure creates multiple points of entry for leaders at local, regional, national and international levels, and multiple opportunities to learn and to exercise leadership. Leadership teams provide a foundation from which an organization can expand its reach. Once a team is formed, systems can be created to establish a rhythm of regular meetings, clear decisions and visible accountability, increasing the organization’s effectiveness. An organization of 500 people is not accomplished by one person alone. It is built by finding people willing and able to commit to helping build it, and creating relationships and a solid structure from which it can be built. WHY DON’T PEOPLE ALWAYS WORK IN TEAMS? We have all been part of teams that have not worked well. They fall into factions, they alienate each other, or all the work falls on one person. So many of us come to the conclusion: I’ll just do it on my own; I hate meetings, just tell me what to do; I don’t want any responsibility; just give me stamps to lick. There’s just one problem: we can’t become powerful enough to do what we need to do if we can’t work together to build campaigns and take action. The challenge is to create conditions for our leadership teams that are more likely to generate successful collaboration and strategic action. When groups of people come together, conflict is always present. Effective teams are structured to channel that conflict in productive ways, allowing the team to achieve the goals it needs to win. Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute. FIVE CONDITIONS FOR TEAM SUCCESS Strong teams are deliberate about setting up conditions for success from the very beginning. Ruth Wageman and her colleagues have found that strong teams share 5 conditions for success: Your team is made of diverse people. A highly effective team is made up of people from different economic backgrounds, race, ethnicity, political ideology, skills and opinions. When there is diversity amongst your team members it will inspire robust conversation during decision-making, pushing your team to better thought-out outcomes. A good team will have a diversity of identities, experiences and opinions, ensuring that everyone is bringing the most possible to the table. Your shared purpose is clear and it points you in an engaging direction. The work you have to do is readily understood, it’s challenging, it matters to your constituency and you know why it matters. Team members should be able to articulate for others the "purpose" of your team. This is a brief statement that includes who the team is, what they do together and how they plan to do it. Your team is stable, with clear boundaries. You can name the people on it, and they meet regularly. It’s not a different, random group of people every time. Highly effective teams have 4 - 8 members. Membership of the team remains constant long enough that the team learns to work together better and better; each member is fully committed to be on the team and commits consistent time and effort to it. Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute. Your team works interdependently. Everyone should have a roughly equal share of the work based on the unique skills & resources they bring to the team, understanding that each part is necessary to adequately reach the ultimate goal. Thus, the success or failure of one will have an effect on all. One way to encourage interdependence is to have clear roles based on the work that the team needs to do to succeed. Interdependent teamwork includes: making decisions together, coordinating work together, serving as a consultative team, and sharing information. Good teams will coordinate and help each other accomplish collective goals. Good team members will communicate well when they need assistance. No one is carrying out activity in a silo that is secretive to others. Your team has explicit expectations. Your team sets clear expectations, or ground rules, for how to govern yourselves in your work together. How will you manage meetings, regularly communicate, make decisions, and maintain commitments? And, most importantly, how will you correct violations of your shared groundrules so they remain real and help you work as a team? Teams with explicit shared expectations of each other have a much higher likelihood of achieving the results they are aiming for. Some team expectations are operational such as “how often will we meet?” “How will we share and store documents?” “Communicate with others outside the team?” Others address expectations for member interaction with each other. Initial group groundrules guide your team in its early stages as members learn how to work together as a team. They are set by the team, not one person, and can be refined through regular group review of how well the team is doing. Without being explicit about creating these ground rules, you will find that other habits will form on their own, and they will most likely not be habits that are helpful to your team’s effectiveness. THREE CRITERIA TO MEASURE YOUR TEAM’S EFFECTIVENESS 1. ACTION: The action work of your team matches the goals you need to meet in order to win on your campaign. 2. CAPACITY: The team is engaging others outside the team in action. The team’s capacity is growing, as they work better together over time. 3. LEARNING: Teamwork supports individual growth and learning. In short, the team is meeting the campaign’s interests by achieving goals, growing the community of people and resources it will take to meet the goals, and meeting each participant’s interests by giving them opportunities and support to learn and develop. *Note: If your team isn’t meeting these criteria, return to the foundational blocks to reevaluate and refocus. Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute. TEAM BREAKOUT SESSION BUILDING YOUR TEAM GOALS The purpose of this exercise is to help you: Develop your team purpose. Identify the shared expectations or ground rules you will adhere to as a team. Review leadership roles. Then discuss the roles relative to the talents of those in your team. Create a team chant and coordinate a regular meeting plan. AGENDA TOTAL TIME: 75MIN 1. Gather and review agenda. Choose a timekeeper for this session. Review your shared interests from the last session on building relationships. 5 min 2. Develop your Shared Purpose. 25min 3. Decide on Shared Expectations or Ground Rules. 15 min 4. Review Team Roles. Brainstorm what responsibilities each would have in 20 min preparation for your first or next event. Talk about how these roles might match up with the talents of those in your team. 5. Create a team chant. Decide on a regular meeting time. 10 min If extra time, discuss key learnings: What did you learn about how to structure and run a good team? What worked? What didn’t? Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute. WORKSHEET DEVELOPING A TEAM PURPOSE SHARED PURPOSE (25 minutes total) 1. Individual Work – Silently brainstorm and craft a sentence to clarify your own thinking about your team’s purpose. 2. Team Work – Ask each person to read their sentence to the group and have the group record and share words that resonated with them. 3. Individual Work – Use the highlighted key words and themes to craft a new sentence that describes your team’s purpose. 4. Team Work – Read individual sentences aloud again. Select one sentence (or combine) to articulate your team’s shared purpose. 5 min 10 min 5 min 5 min A clear team purpose has three clear parts. We are organizing (whom?) to do (what?) by (how?). Part I: Individual Work (5 minutes) In the first column, write down whom your team serves: Who is your constituency? What are the people like and what are their interests? What will engage them? In the second column, based on the work you did on common interests and values in the previous session; write down the goals that are unique to your team. Be specific to what your team is trying to achieve. In the third column, write down the kinds of activities that your team could engage in to fulfill its purpose by serving this community? What is the unique work that your team could do? We are organizing ____________ (who - constituency) to do___________________ (what –outcome) by __________________________ (how - list the specific activities that your team would undertake to achieve your goal.) Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute. After brainstorming answers to all three questions, take a few moments to write a sentence that you think best describes your team’s purpose, your constituency, and your activities. Example of a shared purpose sentence: We are organizing high school and college students across Boston to launch a campaign for a 100% clean, safe, equitable energy economy in Boston by recruiting others, building neighborhood and campus leadership teams, gathering petitions and organizing our campaign kickoff. Our team’s shared purpose is to Part 2: Team Work (10 minutes) As each person reads his or her sentence the facilitator notes the key words under the three parts of your purpose statement: 1) We are organizing whom? 2) To do what? 3) By what means? Note specific words that spark your curiosity, or that give you energy. When you are done, your circle the words that seem to resonate most strongly with your team. Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute. Part 3: Individual Work (5 minutes) In light of what you learned from the last 10 minutes, write a new sentence that you think can articulate a shared purpose, using some of the key words and themes you heard from others Our team’s shared purpose is to Part 4: Team Work (5 minutes) We will read our sentences again and choose – or combine – one that best articulates the shared sense of our team. Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute. WORKSHEET DEVELOPING SHARED TEAM EXPECTATIONS TEAM EXPECTATIONS/GROUNDRULES (15 minutes) Review the sample team expectations or groundrules below. Add, subtract or modify to create your own shared expectations for your team. Be sure to include expectations on each theme below and how you will self-correct if the expectation is broken. (If you don’t self correct the new behaviors will be not honoring your shared groundrules.) *The list below is just a SAMPLE; feel free to come up with your own for your group. Discussion and Decision-making: How we will discuss options and reach decisions as a team to ensure vigorous input and debate? Always Do Engage in open, honest debate Ask clarifying questions Balance advocacy with inquiry Debate until time is up and then take a vote Never Do Engage in personal attacks Fail to listen to what others say Jump to conclusions Meeting Management :How will we manage meetings to respect each other’s time? Always Do Start on time; stay on time Be fully present throughout the meeting Never Do Come to meetings unprepared Answer cell phones or do email Accountability:How we will delegate responsibilities for actions and activities? How will we follow through on commitments? Always Do Clarify understanding Provide follow-up on action items Ask for/offer support when there is a need Weekly check-in Never Do Assume you have agreement Assume tasks are getting done Commit to a task that you know you won’t do How will you "self correct" if your shared groundrules are not followed?(Try something fun, not just punitive.) Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute. WORKSHEET DEVELOPING TEAM ROLES UNDERSTANDING TEAM ROLES (20 min.): Review the sample team roles we suggest below. Thinking about your next action, discuss how the roles would fit together to create an interdependent leadership team. What skills would someone need to fill each role? Based on the discussion about the roles, ask each person to tell others what experience and talents they have and what specifically they want to learn in more detail (30 seconds each). How might these talents match up to particular roles? Are there any clear “fits”? Role Responsibilities Team Coordinator Coordinate the work of the leadership team. Prepare for meetings, give support and coaching to the team. Volunteer Coordinator Coordinate and manage your team's volunteers (training, deployment, and debriefing, evaluating work of volunteers with them). Coordinate and track your team’s effort to recruit supporters to your action. Recruitment Coordinator Allies Coordinator Communications/ Messaging Coordinator Logistics Coordinator Data/Reporting Coordinator You would be good for this role if you . . . Interested Team members & Related Skills/Talents Outreach to community organizations and individuals to build support for your action and get their membership to your event. Coordinate all communication about the event. Send e-mails to listserves, create a Facebook page and utilize all social media and news media to spread the message. Lead the team in creating a plan for team actions. Coordinate logistics for team actions. Help generate resources necessary. Coordinate and support your team in accurately reporting progress to goals and tracking all contact information in an organized database. Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute. TEAM ROSTER NAME PHONE EMAIL ADDRESS When and how will you coordinate with each other on a regular (weekly, or daily) schedule? DATE:_____________________________ TIME:_____________________________ PLACE:____________________________ TEAM NAME & TEAM CHANT (10 minutes) Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute. ADDITIONAL RESOURCES Videos: NOI Video Resource Center: Building Teams Readings: Freeman, Jo. 1970. “The Tyranny of Structurelessness.” Berkeley Journal of Sociology. 1-8. Exley, Zack. 2008. “The New Organizers, What’s Really Behind the Obama Ground Game,” Huffington Post, October 8.Designing Effective Teams, Campaign Workshop Materials, 2009. Ruth Wageman, et al, Senior Leadership Teams. Chapter 1, “The Fall of the Heroic CEO and the Rise of the Leadership Team”, (1-26); Chapter 9, “What It Takes to Make Them Great”, (207218). Deborah Ancona, HenrikBresman&KatrinKaeufer, “The Comparative Advantage of X-Teams,” MIT Sloan Management Review, Vol. 43 No.3, Spring 2002 (pp. 33- 39). Dr. M.L. King, Jr. A Testament of Hope, “The Drum Major Instinct,” (p.259-67). Richard L. Moreland, “The Formation of Small Groups”, Group Processes, edited by Kendrick, C. (1987), (pp.80-105). Team Coordination Tools: Google Tools o Google Calendars to coordinate schedules o Google groups for email management Wiggio.com: Online platform to work in groups Groupme.com: Group texting program Basecamphq.com: Project management Nationalfield.org: Soft reporting tool Originally adapted from the work of Marshall Ganz, Harvard University. Modified by the New Organizing Institute.
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