Team Planning Worksheet
PART 1: Review the business problem and team member profiles within the Team Planning Activity. Then fill in the charts below to select the team members for the problem-solving team, create a team communication plan, and answer the questions about delegating responsibilities and resolving conflict.
PART 2: Select three members to be part of the team and give the rationale for each of your decisions. Don’t forget to include the 4th team member assigned by your manager.
Name Current department Explain the reasons for including this specific functional area in an organizational team in terms of the advantages offered. What role would this individual fill on the team?
Team Member 1:
Team Member 2:
Team Member 3:
Assigned Team Member 4:
PART 3: Create a communication plan that includes recommendations for how the team will connect daily, weekly, and over the course of the project. Include innovative, reliable technology strategies where possible. Use proper spelling and grammar. Your plan should be 1–2 paragraphs.
PART 4: Solving the Business Problem and Delegating Tasks
Business Problem
The logistics function (warehousing, trucking, inventory, etc.) is having a problem with channels of distribution. Some customers have recently complained that their orders are delayed 2-3 weeks, while others have praised the company for delivering the orders in advance. It will require a cross-functional team to study and problem-solve the situation.
List the steps to solve the distribution problem and then select team members who could be responsible for the task based on their business skills and soft skills.
Step Action Team member(s) List business skills from their function Describe effective team characteristics and explain how those characteristics would support a team effort
1
2
3
4
PART 5: Conflict Resolution
Describe strategies that will be used to avoid and resolve conflicts between members of the team.
Also consider the consequences of not addressing the conflict.
Use proper spelling and grammar. Your response should be 1–2 paragraphs.
PART 6: Conclusion
Summarize how your plan will result in an effective team that will contribute to organizational success. Use proper spelling and grammar. Your summary should be 1–2 paragraphs.
