
case study
Team Cohesion and playbook workshop
ROLE
Co-Facilitator
Voltage Control
CLIENT
NDA. But a big one.
AGENCY
Experience
In 2021, while working for Voltage Control my co-facilitator and I conducted a 2-day workshop for a Fortune 500 company leveraging Patrick Lencioni’s Advantage framework to develop one cohesive leadership team and a playbook for achieving results together.
According to Patrick Lencioni’s Advantage framework, healthy organizations are led by a team that is built on trust, intentionally manages conflict, makes commitments, and holds one another accountable for achieving collective results.
The Problem
The client leadership team had recently experienced a great deal of team transition.
Why Was This A Problem
The client had experienced a decent level of change including, loss of senior talent, org restructuring (SP&R), changes to CX, and other changes. They succeeded based on a passion for their customers, the love of what they were doing, and a strong ability to work as a unified leadership team. But these past changes distracted them from core success strengths.
Solution
Realign the team and build the focus on a success plan for the future with Lencioni-style Playbook and awareness around individual strengths/gaps sharing Strength Finder results. The leadership team answered each of Lencioni's six questions and captured those answers in a concise, actionable way to use them for communication, decision-making, and planning going forward. These questions are: Why do we exist? How do we behave? What do we do? How will we succeed? What is most important now? Who will do what?
Outcomes
The client team shared the following outcomes for this workshop:
01 A shared vision and commitment to the leadership team
02 Awareness of individual and team strengths and potential gaps
03 Strategic team alignment for co-created working norms for team cohesion
04 Agreements and commitments for how the team will create, communicate and reinforce clarity with its respective teams
05 A Lencioni-style Playbook for 2021