Worksheet – Part 1
First, complete the Personal Worksheet below. Then meet with your team and discuss your
answers and develop your contract by following the discussion guidelines provided.
Item
My Answers
1. What do I want to get out of this project or experience?
a. What do I want to learn?
b. How do I learn? (By doing, reading?)
c. What are my goals for this
project/experience?
d. What are my hopes and fears about the
group?
2. What do I have to offer others?
a. Previous experience that might be
useful to the team:
b. Special skills that I can teach/coach
others to use:
3. My personal preferences/work styles
are:
Team Contract
Worksheet – Part 2 – Team Discussion Guidelines
Get together with your team to discuss your answers and develop the team’s contract.
1. What does each team member want to get out of this project or experience?




What do I want to learn?
How do I learn – by doing, by someone else explaining?
Goals for the project/experience – something to do with performance that isn’t
just tied to grades (e.g. generate best new ideas; become a high performing
team)
Hopes and fears about the group.
2. What do I have to offer others?


Previous experience that might be helpful to the members of the team
Special skills that I can teach others or coach others to use (e.g. excel;
consensus building; project management).
3. What are my personal preferences/work styles? For example:







Great editor, lousy writer/ Creative thinker
Need to read material before talking about it
Prefer to talk or brainstorm before reading
Communicate best in person/ prefer e-mail to telephone
Want to do individual work before team thinking sets in
Annoying habits that I have that I will try to limit…..
What really annoys me but I will try to overcome or tolerate….
4. Choose a name for your team and be able to explain why the name is appropriate.
5. Discuss your specific expectations for the performance of:


The team with regard to its project or task
Each individual team member.
6. Reach consensus on the team’s goals and expectations and write them in measurable,
performance-based terms.
7. Decide on procedures that the team will use to communicate and manage itself.


Focus on both task accomplishment and team dynamics (rewards, feedback,
warnings, conflict management)
Consider procedures for managing a team member’s performance which is
outside expectations.
8. Identify the team’s policies, rules or norms - behaviours that constitute grounds for
initiating each procedure e.g. rule might be to attend each meeting; procedure might be
to minute the names of members who miss a meeting without prior notification.
9. Develop a timeline for the milestones in your project and identify meeting times and
places. Discuss the tasks that are necessary for project completion.
10. Discuss the roles that will be needed for the team to function and communicate well
(process roles) and those that are necessary to complete the project (task roles).
11. Finalise the team contract – print a copy and have each team member sign it. Make
copies for each member and attach one copy to the group report.
Team Contract
Worksheet – Part 3 – Team Contract
Team Name:
1.
Date:
Mission statement and/or goals: The shared goals of the team are to:
2.
Expectations: Include the team’s expectations with regard to issues such
attendance at meetings, level of participation, communication,
productivity etc.
3.
as
Policies and Procedures: Include team policies and procedures governing
such things as attendance, preparation, timeliness and quality of work etc.
4.
Roles (optional): If appropriate for the nature of your team assignments, develop
and assign the task and process roles that are necessary for top team performance.
5.
Project Plan (preliminary): Develop a timetable for the project milestones
outline the specific tasks and steps necessary for the completion of the project.
Team members’ signatures:
and
Team Meeting Record
Meeting date _ _/_ _/ _ _ time ________ place ______________
Our principal objective for this meeting was
________________________________________________________________
________________________________________________________________
________________________________________________________________
Our principal accomplishment at this meeting was
________________________________________________________________
________________________________________________________________
________________________________________________________________
Each member to record their individual contribution (this is also an attendance
record)
Name___________________________________________________________
________________________________________________________________
________________________________________________________________
Name___________________________________________________________
________________________________________________________________
________________________________________________________________
Name___________________________________________________________
________________________________________________________________
________________________________________________________________
Name___________________________________________________________
________________________________________________________________
________________________________________________________________
Name___________________________________________________________
________________________________________________________________
________________________________________________________________
Each member to record task for next meeting
Name___________________________________________________________
________________________________________________________________
Name___________________________________________________________
________________________________________________________________
Name___________________________________________________________
________________________________________________________________
Name___________________________________________________________
________________________________________________________________
Name___________________________________________________________
________________________________________________________________
Other comments from anyone or as a consensus
________________________________________________________________
________________________________________________________________
________________________________________________________________
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