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Forming Storming Norming and Performing
                  - Creating Teams with Punch

                         Getting the people with the right mix of skills on a team
                         generates a 1+1=3 multiplier effect that must be present for high
                         performance outcomes, says Dennis Narlock, Continuous
                         Improvement Officer with the US Navy. In this article Dennis
                         looks at how to create high performing teams quickly by using
                         the Networked Talent Model.
Throughout the installation and enculturation of any process improvement methodology
individuals from diverse backgrounds have to join up and function together as a team,
with purposes as diverse as reducing cycle time to increasing product quality.
The formation of a team usually follows one of three tracks; people volunteer to join the
team, people are assigned to the team, or the team is comprised of a mix of volunteers
and directed team members.
In all cases, the team will follow a normal path of development progressing through four
stages: Forming, Storming, Norming and Performing. And as anyone who has ever
created and lead teams can tell you, the path to performance can be fraught with
challenges, particularly if several key aspects aren’t addressed early on.
What’s your burning platform? Management must create clear organizational level
imperatives
How rapidly a team progresses through each stage to reach “Performing” is a product of
several factors: organizational structure, interdependency between the team members,
their willingness to contribute to the team, their sense of value as a team contributor, the
team leader’s skills at guiding them, and the compelling nature of the task that has
bonded them together.
Organizations with a functional structure based on a division of labor create fertile
ground for conflict. Individual business units will work to improve their processes, at
times taking actions that may be detrimental to the organizational level process. This
ignores the interdependency between business units and will result in sub-optimization of
the process, creating a win-lose situation for the organization. Instead, all of the
stakeholders should strive to achieve effectiveness and efficiency at the system level.
The process of establishing a systems level focus for an organization is rooted in
strategic planning by the executive leadership team. Executive Leadership’s
identification of a clear “burning platform” for the organization will establish a systems
level goal focused on the product quality, customer value, and financial impact.
Identifying, clarifying, communicating and driving towards organizational level objectives
create a foundation for moving forward with a process improvement initiatives and begin
to break down micro-business silos.
Failure to work across business silos is a dead end street
The global business environment is characterized by a rapid exchange of information
and cost effective operations thus creating a requirement that businesses are agile
enough to adjust to the rapidly changing marketplace. When a team is established to
evaluate and improve a process with the aim of impacting the system, the competition
between the individual business units transfers the win-lose situation to the team where it
is expressed as conflict between team members. As a result this will often leave a team
mired in the Storming stage of team development, an unacceptable outcome in the 21st
century marketplace.
A team mired in the Storming stage can have significant impact on the organizations
bottom line. Teams must be able to execute projects quickly and efficiently.
Use the Networked Talent Model to Accelerate Team Development
Utilizing the Networked Talent Model when selecting team members and during the
Forming stages of team development will accelerate a team through the first three
stages of team development, delivering fast, effective and efficient improvement teams
that are aligned with the global business environment.
The Networked Talent Model (NTM), pictured in the diagram, recognizes that all
individuals in an organization have four
skill sets.
            Leadership (L)
           Management (M)
             Technical (T)
           Team Skills (TS)

1989-2011 Commonwealth Center for
High Performance Organizations, Inc.
Reproduced here with permission.
Depending on the position that an individual holds within an organization, they will utilize
the different skills to varying degrees. For example, a technician performing corrective
maintenance on an item that requires a high degree of mechanical work is making use of
their Technical skill set.
When that same technician is teaching the craft to another person they are utilizing their
Technical and Team Skills. If they are leading a project to overhaul that same piece of
equipment with a team of technicians they will make use of Management, Technical and
Team Skills. Finally if they are coordinating multiple teams performing these actions
within an organization, all four skill sets will be used. Each example above does not
mean that a skill set not listed is not used, just that it is not a primary skill set for
completing the task at hand.
All of the skill sets identified within the Networked Talent Model hinge on the team skill
set. An individual’s ability to successfully interact with other members of a team in a
symbiotic beneficial manner is the critical ingredient in creating an environment where
world class performance can be achieved.
Getting the membership “right” generates the 1+1=3 multiplier effect that must be
present for high performance outcomes. In building an organization dedicated to
continuous improvement, with the objective of achieving world class performance, it is
crucial to establish improvement teams that are networked, talent based, and work to
maximize the inclusion of the required technical and change management skills. These
teams will achieve actionable success operating in a parallel organization free of the
normal business unit competition, as depicted in the diagram below.
                                                                      The graphic shows a
                                                                          project team
                                                                        established as a
                                                                   parallel entity within the
                                                                   organization composed
                                                                    of people from a mix of
                                                                    levels and roles within
                                                                   the business. Copyright
                                                                           1989-2011
                                                                   Commonwealth Center
                                                                     for High-Performance
                                                                       Organizations, Inc.
                                                                    Reproduced here with
                                                                          permission.
Traditionally teams are comprised of a Black or Green belt who leads the improvement
effort, several members from the immediate process being considered, and one or two
people outside of the process. In addition, the team will be given access to key
personnel who provide specialized guidance, usually related to the financial or IT portion
of the organization. This approach overloads a team with technical skills that are inherent
to the business unit process at the exclusion of the system level process; while
establishing the Belt as the expert with the knowledge to improve the process.
Utilizing the Networked Talent Model and a systems level focus, identify the technical
skills required on the team, select team members based on their technical, team, and
change management skill sets, and establish the team as a parallel organization to the
individual business units. The goal behind establishing the team in such a manner is to
create a win-win situation for each of the team members focused on a system level goal.
Networked Talent Skills Requirements
Technical Skills:
      Process knowledge/Experience (Including the processes that precede and follow the
       process currently being targeted for improvement)
      Data collection and Analysis
      Financial Impact
      Customer impact (Outside-in and Inside-out view points)
      Software (data analysis, process mapping, and simulation)
      Change Management (An understanding of the current culture, the desired culture and a
       plan for moving towards the desired culture)
Team Skills:
      Group Task Skills (Initiator, Information/Opinion Seeker, Coordinator, Energizer,
       Recorder, Researcher, Change Leader)
      Group Maintenance Roles (Harmonizer, Compromiser, Standard Setter, Observer,
       Encourager, and Follower)
      Generational Understanding (Baby Boomers, Generation X, Echo Boomers/Millennial)
      Communication
      Facilitation
      Flexible
   Reliable
Once the project team has been established, there are some guidelines that need to be
followed. These guidelines support the system level focus and foster an environment
where Adult-Adult conversations are the expected norm.
The Seven Guidelines for operating inside a Parallel Organization
1. “Normal” hierarchical rules are suspended
      All team members equal
      Decisions by consensus
      Team must network with the stakeholders affected by their decisions
2. Focus on the best decision for the whole
      Shared Vision/Values
      System level focus
3. Everyone is “Promoted”
      Team members must promote themselves a minimum of two levels to view the
       organizational level impact
4. Create a “Regenerative” culture
      Trust based relationships
      Honesty
      Mutual Respect
5. Maintain Individual Confidentiality
      What is said and what decisions are reached is “On the Record” . Who said what is not
6. No retribution for following the guidelines
      Non-retribution supports the high trust climate
      Consequences for NOT following the guidelines
7. Enforcement is everyone’s responsibility
      Everyone in the parallel organization is equal, therefore everyone is responsible for
       enforcement
Traditionally the forming stage of team development is characterized by a focus on
procedures with limited interaction among the team members. Discussions are
dominated by the team leader or facilitator, who in many cases is the Black or Green belt
leading the project. This stage is followed by a period of conflict as team members
question the team’s objectives, organization or procedure. These actions are part of the
storming stage of development as team members seek to identify or claim their role
within the team.
The selection of team members using the Networked Talent Model and the guidelines
that accompany operating in the parallel organization provide the foundation for the
forming stage of team development. Team members gain a more rapid understanding of
the system level objectives and procedures that will be followed. They learn what
technical skills each team member brings to the team. This portion of forming is crucial to
powering through the storming stage.
Team members must clearly understand that the team will succeed or fail as a single
entity and that because each team member’s technical skill set has a unique aspect,
they will be reliant on one another to achieve success. The process of clarifying roles
and objectives will create the environment needed for a team to rapidly move from
forming to norming.
As the team enters the norming stage they are more comfortable working with one
another and have assumed responsibility, as a group, for achieving the objectives.
Again, the Networked Talent Model will assist them in moving through this stage more
easily. This rapid transition towards performing is based in the technical skill set that
each team member brings to the team. Knowing who to go to for assistance with a
particular task is important. However, what is more important is allowing the person with
that skill set to assume the leadership role during that portion of the team’s execution.
The team that is formed using the Networked Talent Model and operating in a Parallel
Organization, according to the guidelines, will reach the performing stage more rapidly
than a traditional team. The team members will demonstrate pride around the team and
its performance. They will reveal in learning from each other and they will produce
actionable results for the organization.
References:
Networked Talent Model and Parallel Organizations. 1989-2008 Commonwealth Center
for High Performance Organizations, Inc.
About Dennis Narlock:
               Dennis Narlock is the Continuous Improvement Leader for Catalent
               Pharma Solutions in Middleton, Wisconsin. He is an ASQ certified Lean
               Six Sigma Black Belt and a Theory of Constraints Jonah with more than
               six years of experience in continuous process improvement. He has held
               positions as a Black Belt and Deployment director within the U.S. Navy
               where he served for 24 years prior to transitioning to the private sector.
He earned a Master of Science degree in Global Leadership from the University of San
Diego. His work with the Process Excellence group at IQPC has been recognized with
project awards in the Best New Start-up and Innovation categories; in addition he has
been a conference presenter and judge. Dennis can be reached at
dennis.narlock@gmail.com
I invite you to join as a member of the PEX Network Group http://tinyurl.com/3hwakem,
you will have access to Key Leaders Globally, Events, Webinars, Presentations, Articles,
Case Studies, Blog Discussions, White Papers, and Tools and Templates. To access
this free content please take 2 minutes for a 1 time FREE registration at
http://tiny.cc/tpkd0
PEX Network, a division of IQPC, facilitates access to a wealth of relevant content for
Process Excellence, Lean, and Six Sigma practitioners. Further enhanced with an online
community of your peers, we will provide you with the tools and resources to help you
perform more effective and efficiently, while enhancing the quality operations within your
organization. As our industry becomes more and more dependent on the Web for
information, PEXNetwork.com has been developed to provide Six Sigma professionals
with instant access to information. Leveraging our strength and foundation in education,
IQPC and the Process Excellence Network are uniquely positioned to provide a
comprehensive library of webcasts gathered from our events, as well as exclusive
content from leaders in the industry.

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Forming Storming Norming And Performing Creating Teams With Punch

  • 1. Forming Storming Norming and Performing - Creating Teams with Punch Getting the people with the right mix of skills on a team generates a 1+1=3 multiplier effect that must be present for high performance outcomes, says Dennis Narlock, Continuous Improvement Officer with the US Navy. In this article Dennis looks at how to create high performing teams quickly by using the Networked Talent Model. Throughout the installation and enculturation of any process improvement methodology individuals from diverse backgrounds have to join up and function together as a team, with purposes as diverse as reducing cycle time to increasing product quality. The formation of a team usually follows one of three tracks; people volunteer to join the team, people are assigned to the team, or the team is comprised of a mix of volunteers and directed team members. In all cases, the team will follow a normal path of development progressing through four stages: Forming, Storming, Norming and Performing. And as anyone who has ever created and lead teams can tell you, the path to performance can be fraught with challenges, particularly if several key aspects aren’t addressed early on. What’s your burning platform? Management must create clear organizational level imperatives How rapidly a team progresses through each stage to reach “Performing” is a product of several factors: organizational structure, interdependency between the team members, their willingness to contribute to the team, their sense of value as a team contributor, the team leader’s skills at guiding them, and the compelling nature of the task that has bonded them together. Organizations with a functional structure based on a division of labor create fertile ground for conflict. Individual business units will work to improve their processes, at times taking actions that may be detrimental to the organizational level process. This ignores the interdependency between business units and will result in sub-optimization of the process, creating a win-lose situation for the organization. Instead, all of the stakeholders should strive to achieve effectiveness and efficiency at the system level. The process of establishing a systems level focus for an organization is rooted in strategic planning by the executive leadership team. Executive Leadership’s identification of a clear “burning platform” for the organization will establish a systems level goal focused on the product quality, customer value, and financial impact. Identifying, clarifying, communicating and driving towards organizational level objectives create a foundation for moving forward with a process improvement initiatives and begin to break down micro-business silos. Failure to work across business silos is a dead end street The global business environment is characterized by a rapid exchange of information and cost effective operations thus creating a requirement that businesses are agile enough to adjust to the rapidly changing marketplace. When a team is established to
  • 2. evaluate and improve a process with the aim of impacting the system, the competition between the individual business units transfers the win-lose situation to the team where it is expressed as conflict between team members. As a result this will often leave a team mired in the Storming stage of team development, an unacceptable outcome in the 21st century marketplace. A team mired in the Storming stage can have significant impact on the organizations bottom line. Teams must be able to execute projects quickly and efficiently. Use the Networked Talent Model to Accelerate Team Development Utilizing the Networked Talent Model when selecting team members and during the Forming stages of team development will accelerate a team through the first three stages of team development, delivering fast, effective and efficient improvement teams that are aligned with the global business environment. The Networked Talent Model (NTM), pictured in the diagram, recognizes that all individuals in an organization have four skill sets. Leadership (L) Management (M) Technical (T) Team Skills (TS) 1989-2011 Commonwealth Center for High Performance Organizations, Inc. Reproduced here with permission. Depending on the position that an individual holds within an organization, they will utilize the different skills to varying degrees. For example, a technician performing corrective maintenance on an item that requires a high degree of mechanical work is making use of their Technical skill set. When that same technician is teaching the craft to another person they are utilizing their Technical and Team Skills. If they are leading a project to overhaul that same piece of equipment with a team of technicians they will make use of Management, Technical and Team Skills. Finally if they are coordinating multiple teams performing these actions within an organization, all four skill sets will be used. Each example above does not mean that a skill set not listed is not used, just that it is not a primary skill set for completing the task at hand. All of the skill sets identified within the Networked Talent Model hinge on the team skill set. An individual’s ability to successfully interact with other members of a team in a symbiotic beneficial manner is the critical ingredient in creating an environment where world class performance can be achieved. Getting the membership “right” generates the 1+1=3 multiplier effect that must be present for high performance outcomes. In building an organization dedicated to continuous improvement, with the objective of achieving world class performance, it is crucial to establish improvement teams that are networked, talent based, and work to maximize the inclusion of the required technical and change management skills. These
  • 3. teams will achieve actionable success operating in a parallel organization free of the normal business unit competition, as depicted in the diagram below. The graphic shows a project team established as a parallel entity within the organization composed of people from a mix of levels and roles within the business. Copyright 1989-2011 Commonwealth Center for High-Performance Organizations, Inc. Reproduced here with permission. Traditionally teams are comprised of a Black or Green belt who leads the improvement effort, several members from the immediate process being considered, and one or two people outside of the process. In addition, the team will be given access to key personnel who provide specialized guidance, usually related to the financial or IT portion of the organization. This approach overloads a team with technical skills that are inherent to the business unit process at the exclusion of the system level process; while establishing the Belt as the expert with the knowledge to improve the process. Utilizing the Networked Talent Model and a systems level focus, identify the technical skills required on the team, select team members based on their technical, team, and change management skill sets, and establish the team as a parallel organization to the individual business units. The goal behind establishing the team in such a manner is to create a win-win situation for each of the team members focused on a system level goal. Networked Talent Skills Requirements Technical Skills:  Process knowledge/Experience (Including the processes that precede and follow the process currently being targeted for improvement)  Data collection and Analysis  Financial Impact  Customer impact (Outside-in and Inside-out view points)  Software (data analysis, process mapping, and simulation)  Change Management (An understanding of the current culture, the desired culture and a plan for moving towards the desired culture) Team Skills:  Group Task Skills (Initiator, Information/Opinion Seeker, Coordinator, Energizer, Recorder, Researcher, Change Leader)  Group Maintenance Roles (Harmonizer, Compromiser, Standard Setter, Observer, Encourager, and Follower)  Generational Understanding (Baby Boomers, Generation X, Echo Boomers/Millennial)  Communication  Facilitation  Flexible
  • 4. Reliable Once the project team has been established, there are some guidelines that need to be followed. These guidelines support the system level focus and foster an environment where Adult-Adult conversations are the expected norm. The Seven Guidelines for operating inside a Parallel Organization 1. “Normal” hierarchical rules are suspended  All team members equal  Decisions by consensus  Team must network with the stakeholders affected by their decisions 2. Focus on the best decision for the whole  Shared Vision/Values  System level focus 3. Everyone is “Promoted”  Team members must promote themselves a minimum of two levels to view the organizational level impact 4. Create a “Regenerative” culture  Trust based relationships  Honesty  Mutual Respect 5. Maintain Individual Confidentiality  What is said and what decisions are reached is “On the Record” . Who said what is not 6. No retribution for following the guidelines  Non-retribution supports the high trust climate  Consequences for NOT following the guidelines 7. Enforcement is everyone’s responsibility  Everyone in the parallel organization is equal, therefore everyone is responsible for enforcement Traditionally the forming stage of team development is characterized by a focus on procedures with limited interaction among the team members. Discussions are dominated by the team leader or facilitator, who in many cases is the Black or Green belt leading the project. This stage is followed by a period of conflict as team members question the team’s objectives, organization or procedure. These actions are part of the storming stage of development as team members seek to identify or claim their role within the team. The selection of team members using the Networked Talent Model and the guidelines that accompany operating in the parallel organization provide the foundation for the forming stage of team development. Team members gain a more rapid understanding of the system level objectives and procedures that will be followed. They learn what technical skills each team member brings to the team. This portion of forming is crucial to powering through the storming stage. Team members must clearly understand that the team will succeed or fail as a single entity and that because each team member’s technical skill set has a unique aspect,
  • 5. they will be reliant on one another to achieve success. The process of clarifying roles and objectives will create the environment needed for a team to rapidly move from forming to norming. As the team enters the norming stage they are more comfortable working with one another and have assumed responsibility, as a group, for achieving the objectives. Again, the Networked Talent Model will assist them in moving through this stage more easily. This rapid transition towards performing is based in the technical skill set that each team member brings to the team. Knowing who to go to for assistance with a particular task is important. However, what is more important is allowing the person with that skill set to assume the leadership role during that portion of the team’s execution. The team that is formed using the Networked Talent Model and operating in a Parallel Organization, according to the guidelines, will reach the performing stage more rapidly than a traditional team. The team members will demonstrate pride around the team and its performance. They will reveal in learning from each other and they will produce actionable results for the organization. References: Networked Talent Model and Parallel Organizations. 1989-2008 Commonwealth Center for High Performance Organizations, Inc. About Dennis Narlock: Dennis Narlock is the Continuous Improvement Leader for Catalent Pharma Solutions in Middleton, Wisconsin. He is an ASQ certified Lean Six Sigma Black Belt and a Theory of Constraints Jonah with more than six years of experience in continuous process improvement. He has held positions as a Black Belt and Deployment director within the U.S. Navy where he served for 24 years prior to transitioning to the private sector. He earned a Master of Science degree in Global Leadership from the University of San Diego. His work with the Process Excellence group at IQPC has been recognized with project awards in the Best New Start-up and Innovation categories; in addition he has been a conference presenter and judge. Dennis can be reached at dennis.narlock@gmail.com I invite you to join as a member of the PEX Network Group http://tinyurl.com/3hwakem, you will have access to Key Leaders Globally, Events, Webinars, Presentations, Articles, Case Studies, Blog Discussions, White Papers, and Tools and Templates. To access this free content please take 2 minutes for a 1 time FREE registration at http://tiny.cc/tpkd0 PEX Network, a division of IQPC, facilitates access to a wealth of relevant content for Process Excellence, Lean, and Six Sigma practitioners. Further enhanced with an online community of your peers, we will provide you with the tools and resources to help you perform more effective and efficiently, while enhancing the quality operations within your organization. As our industry becomes more and more dependent on the Web for information, PEXNetwork.com has been developed to provide Six Sigma professionals with instant access to information. Leveraging our strength and foundation in education, IQPC and the Process Excellence Network are uniquely positioned to provide a comprehensive library of webcasts gathered from our events, as well as exclusive content from leaders in the industry.