Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams This material (Comp17_Unit3) was developed by Johns Hopkins University,

Working in Teams

Initial Tools for Teaming: Ground Rules and Action Plans

for HIT Teams

This material (Comp17_Unit3) was developed by Johns Hopkins University, funded by the Department of Health and Human Services, Office of the National Coordinator for Health Information Technology under Award Number IU24OC000013.

Initial Tools for Teaming: Ground Rules & Action Plans

for HIT TeamsLearning—Objectives

• Create and describe SMART ground rules.• Develop and refine a team action plan.• Establish ground rules and an initial action

plan for an HIT team.

2Health IT Workforce Curriculum Version 3.0/Spring 2012

Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT

Teams

Team Member Expectations and Ground Rules

Coach John Wooden’s six rules for team building1.Sprit and morale, find and grow2.Spot good & not so good competitors3.Find the troublemakers and deal with them4.A fair chance & opportunity are deserved by all5.Fight, determination, courage, and desire – find & reward6.A good attitude & cooperative nature – find & nurture

(Wooden, J, 2007)



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Setting Team Ground Rules

Ground rules should focus on three elements:

• Tasks—Expected activities and deliverables for the team

• Process—How the activities will be carried out

• Norms—Ways in which team members will interact with each other



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Ground Rule Basics• Clear • Concise• Consistent• Agreed to• Followed • Reinforced• Updated



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Overall team-based aspects• Clear• Concise• Consistent

Process monitoring aspects• Agreed to• Followed• Reinforced• Updated



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SMART Ground Rules

Ground rules should be written to be:• Specific

• Measurable

• Attainable

• Relevant

• Timely (Time Bound)



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General Team Rule Examples

1.Project objectives are measurable and can be achieved in the short term.

2.Project work plan and implementation plan are clearly defined.

3.The problem is studied before a solution is created.

4.Meeting minutes are posted and feedback is provided.

5.Skeptics are involved on the team.

6.Team members communicate daily with each other.



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Why Create an Action Plan?

“By failing to prepare, you are preparing to fail.” Attributed to Benjamin Franklin (ThinkExist)



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Action Plan Preparation

• Clearly define goal(s) or mission.• Clearly define parameters/scope • Define what is out of scope• Ask:

– Who– What– Where– When– Why – How



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Action Plan Example



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Work Breakdown Structure



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GANTT Chart



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PERT Chart



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Teams, Tools, & Structure

• Documentation– Like an immunization –

good for you, but few enjoy it

• Action Plan – Touchstone that guides– Important accountability

element• Meeting agendas & meeting

minutes• Do it digital (if you can) –

distributed teams



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Initial Tools for Teaming: Ground Rules and Action Plans for HIT

Teams—Summary

Now that you have learned about Ground Rules & Action Plans for HIT Teams, you should be able to:•Create SMART ground rules. •Develop a team action plan.•Use other tools for teams.



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Initial Tools for Teaming: Ground Rules & Action Plans for HIT Teams—References

References

• Crow K. Team Ground Rules. DRM Associates. 2001. Available from: http://www.npd-solutions.com/groundrules.html

• Franklin, B. Quote attributed to Benjamin Franklin. Available from: http://thinkexist.com/quotation/by_failing_to_prepare-you_are_preparing_to_fail/199949.html

• Harrison K. Key insights into implementing PR plans. Available from: http://www.cuttingedgepr.com/articles/prplans_key_insights.asp

• Setting Team Ground Rules. University of Minnesota, Office of Human Resources. 2006-2010 Available from: http://www1.umn.edu/ohr/toolkit/workgroup/forming/rules/index.html

• Wooden J. The Essential Wooden. 2007 McGraw Hill.

Images

• Slide 3: Picture of sports team. Image courtesy of dcjohn’s photostream. Available from http://www.flickr.com/photos/dcjohn/15367867/sizes/m/in/photostream/

• Slide 4: Rural healthcare team. Image courtesy of Dr. Patricia Abbott

• Slide 9: A picture of a statue of Benjamin Franklin. Image from Thisisbossi's photostream. CC BY-NC-SA 2.0.Available at: http://www.fotopedia.com/items/flickr-5223231768

• Slide 10: Three question marks. Image created by Hopkins staff.



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http://www.npd-solutions.com/groundrules.html

http://thinkexist.com/quotation/by_failing_to_prepare-you_are_preparing_to_fail/199949.html

Initial Tools for Teaming: Ground Rules & Action Plans for HIT Teams

—ReferencesImages• Slide 11: Action plan example. Image created by Hopkins staff.• Slide 12: Work Breakdown Structure. Image extracted from Systems Engineering Fundamentals. Defense

Acquisition University Press, 2001. Creative Commons: Mdd. Permission: PD-USGOV.Available from: http://commons.wikimedia.org/wiki/File:Work_Breakdown_Structure_of_Aircraft_System.jpg

• Slide 13: Gantt Chart. Creative Commons: Gavin White. Available from: http://en.wikipedia.org/wiki/File:Pert_example_gantt_chart.png

• Slide 14: PERT Chart. Creative Commons: Dbsheair. Wikipedia. Available from: http://en.wikipedia.org/wiki/File:Pert_example_gantt_chart.gif

• Slide 15: A toolbox. CC BY-NC-NC-SA 2.0 by Zak Hubbard. Available at: http://www.flickr.com/photos/zakh/337938459/



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Documents

Working in Teams Initial Tools for Teaming: Ground Rules and Action Plans for HIT Teams This material (Comp17_Unit3) was developed by Johns Hopkins University,