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Practical Application: Team Performance Assessment Form

Instructor: Nicole Richards
Use this asset to help yourself and your team assess performance on conflict management, giving and receiving feedback, communication and collaboration, setting goals, accountability and delegation and facilitation.

Assessment Form

Now that you've learned some techniques for managing a team's performance, let's assess how your team is doing at your current place of work. Please use the below table to assess your team performance. Print it out and circle the areas where you see yourself and your team currently, and leave notes on specific areas if they help you remember specific applicable situations you've experienced.

Topic Emerging Approaching Meeting Exceeding
Managing conflict My team either avoids or over-engages in conflict. Conflict is usually un-productive and does not lead to a positive outcome. My team sometimes manages conflict in a productive way, but more often than not the conflict is not productive. My team usually manages conflict in a productive way, engaging each other in respective, but challenging, discussions. My team always manages conflict in a productive way. Disagreements always lead to a productive, respectful discussion.
Feedback My team rarely or never gives feedback. When feedback is given, it is not always respectfully received or given. My team sometimes gives feedback but it is not always respectively given or received. My team often gives feedback, both critical and positive. Most of the time feedback is given and received in a respectful manner. My team is consistently giving feedback, both critical and positive. Feedback is always received and given in a respectful manner.
Communication and Collaboration My team does not communicate well and collaborate on tasks. Miscommunication often leads to errors and unproductivity. My team sometimes communicates and collaborates. Miscommunication sometimes leads to errors and unproductivity. My team often communicates and collaborates. Tasks are done more efficiently due to this. My team consistently communicates and collaborates. Because of this work completed is of higher quality and completed more efficiently.
Goal-setting My team rarely sets goals and when they do the goals are either unrealistic or too easy to reach. My team sometimes sets goals, but the goals are either too challenging or not challenging enough. My team often sets goals, and in most cases the goals are challenging and quantifiable. My team consistently sets goals and always has goals that are challenging and quantifiable.
Accountability My team rarely or never hold themselves or each other accountable. My team sometimes but not always holds themselves and each other accountable. My team often holds themselves accountable as well as each other. My team always hold not only themselves accountable but also each other.
Delegation and Facilitation I rarely or never delegate work or facilitate tasks. When I do the tasks are not done correctly or the team feels micromanaged. I sometimes delegate or facilitate tasks. The tasks sometimes go smoothly but the team doesn't always do the work right or feels micromanaged. I often delegate or facilitate tasks as necessary. The work usually goes smoothly and the team usually doesn't feel micromanaged. I delegate and facilitate as necessary. The work almost always goes smoothly and the team feels empowered.

Next Steps

Once you've filled out the assessment rubric, fill out the below fill in the blank:

What I found surprising about filling out this form is ___________________________________________________________________

because ___________________________________________________________________.

The area I see the most need for improvement is ___________________________________________________________________.

Therefore in the future I will ___________________________________________________________________.

Use these sentences to create a plan of action to improve in the areas where you ranked you and your team lower.

To help you improve in the areas where you are emerging or approaching see below for a breakdown, topic by topic, on tips for improving in those categories as well as a link to a related lesson to help you learn more and address each topic area:

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