Helping diagnose why groups don’t accomplish their goals.
- Are you finding that groups can set goals, but not get them accomplished?
- People say they want to meet their goals, but then don’t meet them.
- What are the bottom-line issues that keep people from meeting their goals?
Just setting goals and want to reach them does not always guarantee success. Sometimes even motivation does not ensure making the goal.
A recent consulting engagement with a medium-sized group is a good example of this kind of issue.
The group was part of a financial services company branch office. It consisted of seven members, four advisors – one of whom was the designated “team leader” – and three administrative assistants. By all accounts, the group was successful. The advisors consistently did enough business to be recognized by their firm as some of the top producers in the organization.
The administrative staff had relatively low turnover, with two of the assistants having been with the group for more than four years and the third, for almost a year. In their initial interviews with the consultant, the assistants all said about the same things: they weren’t unhappy with the group, and they thought they were being paid well enough.
The consultant initially interviewed all members of the team, asking them all the same questions:
What works on your team?
- What doesn’t work on your team?
- What is really working?
- Is there anything you would like to see changed?
The answers from all the participants were not discussed on an individual basis by the group, but were summarized and presented to the group by the consultant at their first meeting. These seemed unthreatening enough, but clearly important:
- The group wasn’t meeting often enough and when it did, it seldom included the assistants.
- The advisors weren’t sure how to measure what each of them did.
- All partners were clear about not knowing how to assign roles and responsibilities to each other and to their assistants.
- Compensation was an issue that had been alluded to by all members in their individual meetings with the consultant, but there were no specifics that could be isolated.
Facilitated by the consultant, discussion followed in which the group discussed each of these issues in detail. They all seemed to be engaged in the conversation and no one was holding back on participation. After some time discussing these issues, the following action plan was decided upon, with the help of the consultant.
- Develop roles and responsibilities for each person, with each person first working on the list, then the whole group contributing to each person’s list before finalizing it.
- Set a specific time and date for a group meeting every week that included all assistants, with other assistants in the office covering their phones for that period. Develop a specific agenda to follow so that all members could participate and the meeting would not drag out.
- After developing roles and responsibilities for each member of the group, the next task would be to figure out how to measure each person’s performance, based on those roles and responsibilities.
The group then decided, with the help of the consultant, that they would work on the first two items to begin with, get some success, then move to the third item after they felt comfortable with the first two. Time frames for accomplishing each stage of the role and responsibility development were set, with specific individuals volunteering to be accountable for getting those stages completed. These were to be worked on over the next 30 days, until the next meeting with the consultant.
With these initial agreements, even the most skeptical in the group could believe that something would change.
A time and date for the group meeting was set and one of the partners volunteered to be accountable for developing an agenda for the group that could be used in each meeting. At their first meeting the following week, they planned to finalize the agenda and use it at that meeting for the first time.
Next week: did the group meet its goals?