Team Meeting Worksheet for Observing Team Meeting

Concepts from the course textbook should be applied to your observations and vice versa. Read and review assigned Finkelman chapters most closely. Schuster and Patterson readings /podcasts from weeks 1 through 5 are your other resources. Watch the video and answer the questions below.

https://youtu.be/jtYfqJygKVU

Team background

Brief history: name,

Function: What is its purpose or goal

Type of team: what do you observe to indicate either formal, informal, self-directed

Location: hospital, long-term care, outpatient, school, health department or other

Environment of the meeting:on site, off site, room size appropriate for the size of the team, distractions,

Leader:

What position in the organization is the leader

Characteristics observed of the leader

Responsibilities of the leader

What tasks is leader carrying out and responsible for the meeting

Followers:

How many on the team and how many are at the meeting:

What professions are represented:

What tasks are the followers carrying out and responsible for the meeting

(recorder, observer, resource, timekeeper, other)

Team Development:

What behaviors or communication do you observe that indicate a forming, storming, norming, performing stage of development. Be specific

Team Motivation:

what do you observe that shows what drives the team to achieve their goal

what theory fits your observations on motivation?

what do you see the team leader doing to empower the team?

Relationships between members:

What do you see that reflects the relationships between team members?

What contributed to team spirit?

What did you see that showed team felt empowered?

What influence do you see the leader or any of the followers using to affect the relationships?

What barriers do you see that affect relationships

Communication related to the meeting - any of the following

Observations of the lines of communications: downward, upward, diagonal, lateral

Types of communication used: oral, written, records, face to face, storytelling, use of information technology (video conferencing or webex)

Observations related to gender or cultural factors/issues

Observations that exemplify the communication process (sender, encoding, message, receiver, noise)

Observations on verbal and nonverbal

Observations of common meaning or shared understanding

Barriers: observe any poor listening, judgmental, opinionated, defensive, jumping to conclusions, personal criticism, being secretive, lack of feedback, too much information, others

Collaboration related to the team and meeting

What do you see that shows partnership interdependence, collective ownership and responsibility: sharing information, problem solving, decision making, reports, good outcomes, finish on time, efficient use of resources

What do you see that shows lack of partnership, interdependence, collective ownership and responsibility: poor participation, no actions, poor outcomes, no reports, other

Collaboration skills observed: communication, awareness of other's feelings, negotiation, assessment, problem solving

Barriers to effective team work

Observations that relate to the barriers listed in the Finkelman chapter

from the above can be used for this