WFED880:

Lesson 1: Introduction and Understanding Group and Team Facilitation

Lesson 1 Overview (1 of 10)
Lesson 1 Overview

Lesson 1 Overview


Hello and welcome to WFED 880, Facilitating Groups and Teams! The overall objective of this course is to explore the foundational theories related to teams in organizations, and to analyze contemporary concepts, models, research and innovations related to improving teamwork in today's business environment. After completion of this course you will have the necessary skills and competencies to assess and facilitate team development by understanding the cultural, organizational, behavioral and environmental factors affecting teams. You will also be able to discuss and apply innovative models and methods designed to improve overall team performance. It is important to understand that success in this course is not only dependent upon your individual work, but is highly correlated to your active participation in the team environment and in the blog discussions.

Lesson 1 will introduce the characteristics and differences between groups and teams, explain the historical trend of groups/teams, discuss how teams are used in organizations, define the role of the facilitator, and allow you to become acquainted with your team members for this course. This lesson will also explain current research related to the importance of communication trends among teams.

Lesson Objectives

After successfully completing this lesson, you should be able to do the following:

Lesson Readings & Activities

By the end of this lesson, make sure you have completed the readings and activities found in the Lesson 1 Course Schedule.

Understanding Teams (2 of 10)
Understanding Teams

Understanding Teams

Begin this lesson by watching Tom Wujec discuss a simple team building concept that unveils surprising characteristics of successful team problem solving.

Video: Build a Tower, Build a Team

This video shows some deep lessons of the collaboration with a simple team building exercise.

TOM WUJEC: Several years ago, here at TED, Peter Skillman introduced a design challenge called the Marshmallow Challenge. And the idea is pretty simple. Teams of four have to build the tallest freestanding structure out of 20 sticks of spaghetti, 1 yard of tape, 1 yard of string, and a marshmallow. And the marshmallow has to be on top. And though it seems really simple, it's actually pretty hard, because it forces people to collaborate very quickly.

And so I thought this was an interesting idea, and I incorporated into a design workshop. And it was a huge success. And since then, I've conducted about 70 design workshops across the world with students, and designers, and architects, even the CTOs of the Fortune 50. And there's something about this exercise that reveals very deep lessons about the nature of collaboration. And I'd like to share some of them with you.

So normally, most people begin by orienting themselves to the task. They talk about it. They figure out what it's going to look like. They jockey for power. Then they spend some time planning, organizing. They sketch it, and they layout spaghetti.

They'd spend the majority of their time assembling the sticks into the ever-growing structures. And then finally, just as they're running out of time, someone takes out the marshmallow, and then they gingerly put it on top. And they stand back and, ta-da, they admire their work. But what really happens most of the time is that the ta-da turns into an uh-oh, because the weight of the marshmallow causes the entire structure to buckle and to collapse.

So there are a number of people who have a lot more uh-oh moments than others. And among the worst are our recent graduates of business school. It's amazing. They lie. They cheat. They get distracted. And they produce really lame structures.

And, of course, there's teams that have a lot more ta-da structures. And among the best of are recent graduates of kindergarten. And it's pretty amazing, as Peter tells us. Not only do they produce the tallest structures, but they're the most interesting structures of them all.

So the question you want to ask is, how come? Why? What is it about them? And Peter likes to say that none of the kids spend any time trying to be CEO of Spaghetti, Inc. They don't spend time jockeying for power. But there's another reason as well. And the reason is that business students are trained to find the single right plan, and then they execute on it.

And then what happens is when they put the marshmallow on top, they run out of time. And what happens, it's a crisis. Sound familiar? What kindergartners do differently is that they start with the marshmallow, and they build prototypes, successive prototypes always keeping the marshmallow on top. So they have multiple times to fix, and they build prototypes along the way.

So designers recognize this type of collaboration as the essence of the iterative process. And with each version, kids get instant feedback about what works and what doesn't work. So the capacity to play and prototype is really essential, but let's look at how different teams perform.

So the average for most people is around 20 inches, business school students about half of that, lawyers a little better, but not much better than that, kindergartners better than most adults. Who does the very best? Architects and engineers, thankfully. 39 inches is the tallest structure, I've seen. And why is it? Because they understand triangles and self-reinforcing geometrical patterns are the key to building stable structures.

So CEOs a little bit better than average, but here's where it gets interesting. If you put it an executive admin on the team, they get significantly better. It's incredible. You look around. You go, oh, that team is going to win. You can just tell before hand.

And why is that? Because they have special skills of facilitation. They manage the process. They understand the process. And any team who manages and pays close attention to work will significantly improve the team's performance.

Specialized skills and facilitation skills of the combination leads to strong success. If you have 10 teams that typically perform, you'll get maybe six or so that have standing structures. And I tried something interesting. I thought, let's up the ante once. So I offered a $10,000 prize of software to the winning team.

So what do you think happened to these design students? What was the result? Here's what happened. Not one team had a standing structure. Not one had-- if anyone had built say a 1-inch inch structure, they would have taken home the prize. So isn't it interesting that high stakes have a strong impact?

We did the exercise again with the same students. What do you think happened then? So now they understand the value of prototyping. So the same team went from being the very worst to being among the very best. They produced the tallest structures in the least amount of time. So there's deep lessons for us about the nature of incentives and success.

So you might ask why would anyone actually spend time running a marshmallow challenge? And the reason is I help create digital tools and processes to help teams build cars, and video games, and visual effects. And what the marshmallow challenge does is it helps them identify the hidden assumptions, because frankly every project has its own marshmallow. Doesn't it?

The challenge provides a shared experience, a common language, common stance to build the right prototype. And so this is the value of the experience of this so simple exercise. And those of you who are interested may want to go to marshmallowchallege.com. It's a blog that you can look at how to build the marshmallows. There are step-by-step instructions on this. There are crazy examples from around the world of how people tweak and adjust the system. There's world records that are on this as well.

And the fundamental lesson, I believe, is that design truly is a contact sport. It demands that you bring all of our senses to the task, and that we apply the very best of our thinking, our feeling, and our doing, to the challenge that we have at hand. And sometimes a little prototype of this experience is all it takes to turn this from an uh-oh moment to a ta-da moment, and that can make a big difference. Thank you very much.

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Groups vs. Teams (3 of 10)
Groups vs. Teams

Groups vs. Teams

The concept of group development is well documented in the social science literature. Based on this body of work we can, and should, define the difference between two terms that are used interchangeably in this setting: group versus team. Research has uncovered important distinctions between collections of people, groups, and teams.

Groups who join together to achieve a specific task or goal do not always exemplify the true characteristics of a team.

To help in understanding the differences between groups and teams let’s review the social characteristics of each entity.

Characteristics of a Group

Table 1.1. Characteristics of a Group
Adapted from Johnson, D., & Johnson, F. (1997). Joining together: Group theory and group skills (6th ed.). Boston: Allyn & Bacon.
CharacteristicDescription
Goal OrientationPeople joining together for some purpose and to achieve some goal
InterdependentPeople who have some type of relationship, see connections among themselves, or believe they share a common fate
Interpersonal InteractionPeople who communicate and interact with one another
Perception of MembershipRecognition that there is a collective to which one belongs
Structured RelationsRoles, rules, and norms that control people's interactions
Mutual InfluenceImpact people have on one another because of their connections
Individual MotivationSatisfaction of personal needs through membership in the group

Groups vs. Teams (Continued) (4 of 10)
Groups vs. Teams (Continued)

Groups vs. Teams (Continued)

Figure 1.1 shows groups from a psychological perspective (Hayes, 1997).

Note: Image removed. You will have access to the image in the actual course.

The research outlining the distinction between groups and teams is not clear-cut and can be fuzzy at times. However, several critical characteristics of teams are evident based on foundational bodies of research in the field:

Due to the uncertainty in these distinctions, we will use groups and teams interchangeably throughout the course. When referring to research on group dynamics and the foundational aspects of a collection of individuals, I will use the term groups. When discussing a more applied approach in the organizational setting, I will use the term teams. For the areas of study that are less defined, I will use the terms interchangeably.

Check Your Understanding

Determine if each of the following regulations is true or false:

  1. Both teams and groups can exist in an organizational setting. true false

    Correct.

    Incorrect.

  2. Team members have specialized knowledge, skill, and abilities related to their tasks. true false

    Correct.

    Incorrect.

  3. Teams are more inclusive than groups. true false

    Incorrect. Groups range in size from 2–2,000. Teams are more exclusive because they are typically smaller.

    Correct.

  4. Both groups and teams have performance goals that are connected to a common purpose. true false

    Incorrect. Both entities have a focus on the overall outcome however, teams are typically more accountable in terms of performance goals in alignment with the common purpose. (slight distinction)

    Correct.

  5. Organizations use the terms groups and teams interchangeably, given their close association. true false
     

    Correct.

    Incorrect.


References

Forsyth, D. (1999). Group dynamics (3rd ed.). Belmont, CA: Thompson.

Hayes, N. (1997). Successful team management. London, UK: International Thomson Business Press.

Levi, D. & Askay, D. A. (2020). Group dynamics for teams. (6th ed.). Sage Publications, Inc.

Parks, C., & Sanna, L. (1999). Group performance and interaction. Boulder, CO: Westview.

Conditions for Real Teams (5 of 10)
Conditions for Real Teams

Conditions for Real Teams

In Figure 1.2 (below) Hackman (2002) offers distinct identification of five basic conditions that must exist if a group is to be considered a team.

Real existence

Teams cannot exist in name only. Real teams are groups of people who actually work together to achieve a common set of objectives (and who don't just “wear the team button”).

A compelling direction

Team members need to understand and embrace a shared purpose.

Enabling structures

Teams involve the right number and kind of people focused on the right tasks, governed by the right norms and shared values.

A supportive organization

Everything must facilitate success, including the structure of the systems, processes, and reward systems.

Expert coaching

Engaged and knowledgeable guidance is a key component of team success.

Note: Image removed. You will have access to the image in the actual course.

Pay particular attention to #5, as it relates to facilitation, which will be the focus of this course.

  1. “Teams must be real.” Teams cannot exist in name only. Real teams are groups of people who actually work together to achieve a common set of objectives (and who don't just "wear the team button").
  2. “Teams need a compelling direction.” Team members need to understand and embrace a shared purpose.
  3. “Teams need enabling structures.” Teams involve the right number and kind of people focused on the right tasks, governed by the right norms and shared values.
  4. “Teams need a supportive organization.” Everything must facilitate success, including the structure of the systems, processes, and reward systems.
  5. “Teams need expert coaching.” Engaged and knowledgeable guidance is a key component of team success.

Reference

Hackman, R. (2002). Leading teams: Setting the stage for great performances. Boston, MA: Harvard Business School Press.

Why Do We Use Teams (6 of 10)
Why Do We Use Teams

Why Do We Use Teams?

Put simply, we use teams to improve the way that we do tasks.

In the organizational setting, globalization, increased competition, complex jobs, advanced technology, and an intense need for quality products and services require us to find better solutions to the problems organizations face (Helper, Kleiner, & Wang, 2010). Research shows us that teams, if well designed and purposeful, can deliver the complex solutions needed in today’s business arena.

“Modern organizations are shifting to teamwork because of changes in the characteristics of jobs and organizations.”

—Levi and Askay, 2020 (p. 13)

Teams are comprised of a number of individuals with varying skills, knowledge, and attitudes, when collaboratively working to achieve commonly held goals, are capable of addressing job and organizational characteristics not easily handled by single individuals.

Job Characteristics
  • Routine to nonroutine
  • Diversity of knowledge and expertise is needed
  • Complex jobs require multiple perspectives
Organizational Characteristics
  • Increasing rate of change in business environment
  • Enhanced global competition
  • Technology advancement
  • Simpler organizational hierarchies
  • Integration of work areas is necessary

References

Helper, S., Kleiner, M., & Wang, Y. (2010). Analyzing compensation methods in manufacturing: Piece rates, time rates, or gain sharing? (Working Paper 16540). Cambridge, MA: National Bureau of Economics Research.

Levi, D. (2014). Group dynamics for teams (4th ed.). Sage Publications, Inc.

How Do We Use Teams (7 of 10)
How Do We Use Teams

How Do We Use Teams?

In order to understand the strategy of team facilitation, it is important to understand the ways in which contemporary organizations use teams. In the best-case scenario, teams are designed and utilized for the unique business environment and culture of the organization in which they will function. If teams are not utilized and supported based on this premise, the team structure becomes ineffective.

In terms of purpose and uniqueness to the organization, the power and authority given to teams varies. It is important to understand the power and authority teams have in order to successfully facilitate team development. This distinction is an important factor in understanding how organizations use teams.

What Functions Do Teams Perform?

According to Levi and Askay (2020),

“Sundstrom, McIntyer, Halfhillm and Richard (2020) identifies six types of work teams on the basis of the functions they perform:

  1. Production teams, such as factory teams, manufacture or assemble products on a repetitive basis.
  2. Service teams, such as maintenance crews and food services conduct repeated transactions to service customers.
  3. Management teams, composed of managers, work together, plan, develop policy, or coordinate the activities of an organization.
  4. Project teams, such as research and engineering teams, bring experts together to perform a specific task within a defined period.
  5. Action or performing teams, such as sports teams, entertainment groups, and surgery teams, engage in brief performances that are repeated under new conditions and that require specialized skills and extensive training or preparation,
  6. Parallel teams are temporary teams that operate outside normal work, such as employee involvement groups and advisory committees that provide suggestions or recommendations for changing an organization.” (p. 15)

Facilitation of teams will vary, based on the function and type of team. To fully understand how organizations use teams, let’s look at other ways that teams can be characterized, other than by the activities or functions.

Researchers (Devine, Clayton, Philips, Dunford, & Melner, 1999) have uncovered the fact that teams can be categorized by ways other than the activities that they perform. Research has shown us that teams can be categorized by: (1) whether they are permanent or temporary, (2) degree of internal specialization and interdependence they require, and (3) the level of integration and coordination with other departments/divisions (Mohrman, 1993; Sundstrom, DeMeuse, & Futrell, 1990).


References

Devine, D., Clayton, L., Philips, J., Dunford, B., & Melner, S. (1999). Teams in organizations: Prevalence, characteristics, and effectiveness. Small Group Research, 30, 678–711.

Levi, D. & Askay, D. A. (2020). Group dynamics for teams. (6th ed.). Sage Publications, Inc.

Mohrman, S. (1993). Integrating roles and structure in the lateral organization. In J. Galbraith & E. Lawler (Eds.), Organizing for the future (pp.109–141). San Francisco, CA: Jossey-Bass.

Sundstrom, E., McIntyre, M., Halfhill, T., & Richards, H. (2000). Work groups: From the Hawthorne studies to work teams of the 1990s and beyond. Group Dynamics: Theory, Research, and Practice, 4(1), 44–67.

The Evolution, and Importance, of Group Dynamics (8 of 10)
The Evolution, and Importance, of Group Dynamics

The Evolution and Importance of Group Dynamics

Although our understanding and appreciation of groups has increased tremendously over the years, an obvious gap still exists between our understanding of teams/groups and our understanding of group dynamics. As you may know through your own experiences, being on a team or being part of a group does not automatically guarantee high performance. The group's team dynamics play a critical role in the performance of the group. In order to understand the concept of group dynamics, let's take a look at the how we came to appreciate the social science aspect of groups.

At the turn of the century, studies done by Norman Triplett (1898) led to the concept of social facilitation.

Social facilitation explains the notion that the presence or actions of individuals in a group facilitates (or increases) performance.

Early team-related studies in psychology continued to focus on the individual and how groups affected individual performance or attitudes. In this research, groups were not treated as entities appropriate for scientific study. This thought process changed with the introduction of research done by Kurt Lewin (1951).

Kurt Lewin (1951) introduced the now long-standing term, group dynamics (the positive and negative forces within groups of people) to show interest in the group as a unit of study. Lewin's innovations and methods in this area of study anchor much of what we know today about organizational change and group dynamics. Lewin's studies led to the idea of action research.

Action research is an approach in which scientists develop theories about how groups operate and then apply this understanding to improve the operations of groups (Lewin, 1951, p. 169).

By the 1990s, research had moved from social psychology studies of small groups in laboratories published in psychology journals to studies of groups that were performed and published by other disciplines (Stewart, 2010).

Today, models of group-based research focus on the conditions that help groups manage their own processes rather than simply noting the cause–effect relationships of group dynamics. Instead of searching for the best approach to manage group behaviors, contemporary work in the field focuses on equifinality—an understanding that there are many ways for groups to operate successfully.


References

Lewin, K. (1951). Field theory in social science. New York, NY: Harper.

Stewart, G. (2010). The past twenty years: Team research is alive and well at the Journal of Management. Journal of Management, 36(4), 801–805.

Triplett, N. (1898). The dynamogenic factors in pace-making and competition. American Journal of Psychology, 9, 507–533.

Facilitating Teambuilding (9 of 10)
Facilitating Teambuilding

Facilitating Team Building

Now that we understand the origin and purpose of teams, we can begin to explore the current methods, tools, and practices that help to facilitate overall team development. This course will guide you through some of the practices used to help work teams capitalize on their skills, talents, and abilities in a collaborative fashion in order to achieve solutions to complex issues.

To begin, we must understand the role of facilitation and the role of the facilitator.

Facilitate

Fuh-sil-i-teyt - verb. To make easier or less difficult; help forward (an action, a process, etc.): to assist the progress of. (Dictionary.com, 2015a)

This definition fits perfectly for the role of the facilitator in team environments:

In his studies on team/group facilitation, Frey (1994) states that facilitation involves

“any meeting technique, procedure, or practice that makes it easer for groups to interact and/or accomplish their goals” (p. 4).

Facilitator

Fuh-sil-i-tey-ter - noun. a person or thing that facilitates. (Dictionary.com, 2015b)

In helping to make the team process easier, successful facilitators must possess certain skills/attributes. A successful facilitator, as best described by Kolb, Jin, and Song (2008), is

“a person who remains neutral in the actual decision(s) of the group but who assumes the responsibility for managing the group’s process while it is attempting to identify and discuss issues, build commitment, solve a problem, reach a decision, or perform a task.” (p. 123)

Three Dimensions of Facilitation

The video below provides an overview of the facilitator role by defining three critical dimensions of successful facilitators: the architect, pilot, and guide.

Video: IIFAC.org: What Do Facilitators Do

This video presents three principal dimensions of a facilitator's job.

Note: Video removed. You will have access to the video in the actual course.

Facilitating Teams Successfully

The challenge of successful facilitation is the “how” aspect:

The answers to these questions, and much more, will be the focus of this course. As a benchmark, let's see how much you already know about the role of the team facilitator.

Check Your Understanding

  1. The role of facilitator does not need specialized skill or competencies. true false

    Incorrect.

    Correct.

  2. Facilitators should remain neutral. true false

    Correct.

    Incorrect.

  3. A primary role of a team facilitator is to manage team processes and group dynamics. true false

    Incorrect.

    Correct.

  4. All team environments have facilitators. true false

    Correct.

    Incorrect.

  5. Facilitators help with the problem-solving process. true false

    Correct.

    Incorrect.

If you haven't already, complete the Survey: Attitudes Toward Teamwork in the Levi textbook before continuing.

References

Dictionary.com. (2015a). Facilitate. Retrieved from http://dictionary.reference.com/browse/Facilitate?s=t

Dictionary.com. (2015b). Facilitator. Retrieved from http://dictionary.reference.com/browse/Facilitator?s=t

Frey, L. R. (1994). Introduction: Applied communication in research in group facilitation in natural settings. In L.R. Frey (Ed.), Innovations in group facilitation: Applications in natural settings (pp. 1–26). Cresskill, NJ: Hampton Press

Kolb, J. A., Jin, S., & Song, J. (2008). A model of small group facilitator competencies. Performance Improvement Quarterly, 21(2), 119–133.

Lesson Activities (10 of 10)
Lesson Activities

Lesson Activities

Team Member Introductions (T, U)

Overview

To begin building your team, you need to meet with your team members virtually using the technology of your choice by the end of Lesson 1. Canvas provides several options for collaboration (See Groups in Canvas Orientation). Alternatively, teams have the option of creating collaboration groups via Microsoft Office 365 at Penn State.

You may also choose to meet virtually using Google Hangouts, Skype, or other tools for online conference communication. If you wish to record your team meeting sessions, you are strongly encouraged to use Zoom.

Instructions
  1. Complete the Survey: Attitudes Toward Teamwork on page 24 of the Levi textbook (2020) before the team meeting.

  2. In your team meeting, please share information related to the following:

    • Give your name and profession.
    • Describe what experience you have had, if any, working in teams.
    • Discuss any experience you have facilitating/leading teams.
    • Share a discovery from your professional experience that has helped you become a better team player.
    • Explain what you believe is the greatest challenge of team building. Describe techniques you have leveraged to enhance outcomes.
    • Share your Attitudes Toward Teamwork survey score, and comment on your attitude toward the task and social aspect of teamwork.
Activity Timelines
DayTask
Before team meetingComplete Attitudes Toward Teamwork survey
By SundayMeet with your team members
Additional Resources

Instructions for using Zoom are included in the Resources section of the Zoom at Penn State site.

Lesson 1 Discussion (I, G)

Overview

To further understand contemporary uses of teams, tell us how your organization uses teams and why teams are implemented at your organization.

Instructions

Please post your thoughts that include the followings:

I am challenging you to write concise responses of no more than 3–4 sentences.

Posting Timelines
DayTask
Monday–ThursdayPost initial reply.
Friday–SundayReview fellow learners' posts and respond to at least two.

Lesson 1 Blog: Understand the Dual Roles (I, G)

Overview

Review the definition of a small group process facilitator on page 4 of the Kolb text, in addition to pages 7–10.

Instructions

Pick one of the dual role situations listed below. Discuss special challenges or confusion that occur because of the dual nature of those roles. How can these challenges be overcome?

As a guide, keep the following in mind: Participate, contribute, demonstrate knowledge, integrate related current material, be clear and concise in your writing, be respectful, engage your peers, and enjoy the learning process.

Deliverable

Please post your responses to your blog site, and submit the URL for your blog post to this assignment.


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