6. Facilitator Conducts 9 or 20-Question Teammate Survey.
In Step 6 of our 12-step course in how to design a Right-Minded Team Building Workshop, you’ll learn about:
- Deciding to use a teammate survey or not.
- Administering, analyzing, and summarizing the results.
Why Conduct the Teammate Survey
There are two very good reasons for using a teammate survey:
- It helps the team identify the best workshop outcomes to address in the next workshop.
- It is an excellent scorecard for tracking actual teamwork progress. We recommend conducting the survey every 3 months.
The summary results help to reinforce positive teamwork gains and to spot negative trends before they become toxic. A valuable teamwork tool, indeed!
You Have Two Teammate Survey Options
1 Administer the RMT 9-Question Survey
The RMT 9-Question Survey is from Right-Minded Teamwork: 9 Right Choices for Building a Team That Works as One.
The simplest and fastest way to conduct the RMT Survey is in a team meeting, where you’ll ask team members to complete their questionnaires and turn them to the facilitator.
If you announce the workshop in a full team meeting, Step 5, you could actually conduct the survey right then!
Ask teammates to provide constructive comments, which will help to clarify the scores and identify the best outcomes to address in the next workshop.
Let teammates know everyone will receive a copy of the summary results.
The RMT 9 Question Team Survey is in your book and the Reusable Resources section of your book.
2 Administer the 20-Question Team Perception Survey
For a more comprehensive survey, consider using the Team Perception Survey. This is a 20-question survey for existing teams.
I used this survey for 25 years with several hundred teams.
I highly recommend it because I saw the survey help teammates identify and track their performance.
Click here for an article about Creating Team Working Agreements in which you see how an operations team successfully used the Team Perception Survey to track their teamwork performance increasing their trust 78% in one year.
Analyzing and Using the 9 Question Survey Results
This is a “pulse” survey that measures the team’s collective perception of their current state. It is very simple to administer and analyze.
In both the book and the Reusable Resource section of your book, you will find instructions on how to calculate your team’s overall average score. The score will fall into one of these three categories:
- 15 or less: Your team is functioning far below potential.
- 16–22: Your team is doing okay but is still working below potential.
- 23–27: Your team is doing fine, but you must agree on how to keep it that way.
As for teammate comments, create groups of similar remarks. If a majority of teammates said the same thing, you have found a common theme. Include it in the Punch List.
Also, do you see any comments that validate the leader’s outcomes? Do you see any new potential outcomes?
Use your analysis to plan teammate interviews. You could discuss and clarify common themes, as well as more clearly understand those potential new outcomes.
As for when to give teammates a copy of the results, it’s usually best to wait until the workshop.
OK, now that you have the leader’s outcomes and the survey results, your next step is to interview teammates. We will discuss that in Step 7.
Can’t Wait? Links to All 12 Lessons
Over 2 Hours of Audio Instruction from Dan Hogan, Certified Master Facilitator.
These lessons will continue to arrive in your email.
Introduction – How to Design a Right-Minded Team Building Workshop |
Step 1 – Start with the End in Mind. Leader Defines Purpose |
Step 2 – Leader Meets Facilitator. Shares Purpose & Outcomes |
Step 3 – What the Leader Wants May Not Be What the Team Needs. Facilitator Uncovers Root Causes |
Step 4 – Facilitator Presents First Draft Team Building Plan to the Leader |
Step 5 – Leader Announces Workshop and Prepares Teammates |
Step 6 – Facilitator Conducts 9 or 20 Question Right-Minded Teamwork Survey |
Step 7 – Facilitator Interviews All Teammates |
Step 8 – Facilitator Presents Second Draft Plan to Leader |
Step 9 – Leader & Facilitator Finalize Agenda and Workshop Plan |
Step 10 – Achieve Workshop Outcomes |
Step 11 – Track & Report Progress for the Next 90 Days |
Step 12 – Leader & Facilitator Begin Designing the Second Workshop |