Team Leader Capabilities

Expected Behavioral Guide

Tools and Techniques

Planning Work

Foundational Behavior

• Manages your own time to ensure all tasks are completed on time
• Prioritizes tasks within your team to ensure all business objectives are met

Intermediate Behavior

• Demonstrates a focus on the business goals through task prioritization
• Allocates resources in advance to ensure the required work can be completed
• Demonstrates an ability to remain focused on outcomes
• Provide regular updates on the progress of work/tasks/projects

Your ready for promotion

• Plans in advance for contingencies
• Prepares detailed business/project plans with a > 3 month horizon

Time Management

Team Task Planner

Status Report

Project Planning

Monitoring Progress

Foundational Behavior

• Is reliable and remains focused on the delivery of delegated tasks
• Follows through on personal commitments and undertakings
• Strives to complete work on or before deadlines
• Renegotiates dates in advance, when required
• Monitors individual performance against agreed performance expectations

Intermediate Behavior

• Is reliable and keeps the team focused on the delivery of outcomes
• Monitors the teams progress and adjusts the plan to ensure tasks are successfully completed
• Maintains focus on the most important goals
• Closes of discussions with action plans

Your ready for promotion

• Sets challenging stretch goals for self and team that align with the business unit’s goals
• Takes personal responsibility for achieving results, just like an owner of the business
• Consistently follows through to achieve agreed outcomes

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Performance Reports

Business plans

Action control sheets

Meeting minutes

Setting Measurable Objectives
(SMART Goal Setting)

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Foundational Behavior

• Provides team members with clarity of performance expectations
• Ensure team members understand how to meet performance expectations
• Develops short term improvement plans for individuals with clearly defined measures of success

Intermediate Behavior

• Sets measurable performance standards with a stretch component for individuals
• Establishes team performance for your team

Your ready for promotion

• Explains tasks/performance expectations clearly within the context of the overall strategy
• Sets measurable short term team stretch challenges

Goal planning worksheet

One on one template

SMART Goal Setting

Performance Appraisal

Foundational Behavior

• Engages team members regularly in one on one meetings
• Provides regular performance feedback to each team member

Intermediate Behavior

• Aligns one on one feedback to provide progress against annual performance goals
• Establishes clear development plans for team members
• Establishes performance improvement plans for under performing employees
• Provides team members with frequent informal feedback

Your ready for promotion

• Motivates employees to choose to perform above expectations
• Provides guidance and regular feedback to help individuals to exceed objectives
• Aligns feedback within the context of the overall strategy

One on ones how to guide

One on one templates

Performance Appraisals

Informal feedback how to guide

Foundational Behavior

• Works one on one with less experienced team members to ensure they understand how to achieve their objectives
• Works closely with your team members to help improve their performance

Intermediate Behavior

• Maintains individual self esteem during coaching sessions
• Rewards and recognizes improvement effort and improved performance
• Identifies common areas of need for skill coaching and creates coaching/training aids

Your ready for promotion

• Works with middle and high performing employees to improve their capabilities
• Works with “next step ready” team members to develop their skills beyond their current role
• Provides coaching for developing team leaders to help them meet their goals

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Coaching how to guide

Informal feedback, how to guide

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Foundational Behavior

• Provides updates to team members through regular team meetings
• Distributes the agenda before the team meeting
• Keeps the meeting to the agenda

Intermediate Behavior

• Engages attendees through fun activities
• Disseminates far more information than is required for employees to do their job
• Uses a variety of media to keep the meeting attendees engaged
• Tracks the status of actions
• Issues minutes of the team meeting

Your ready for promotion

• Delegates responsibility to team members to run team meetings
• Disseminates information source from the organization relevant to own team
• Records and tracks action status

Meeting Agenda Template

Meeting Minutes Template

Fun Activities

Planning Meetings

Status Meetings

Foundational Behavior

• Establishes clear performance expectations
• Promptly discusses undesirable behaviors and poor performance with team members
• Treats all team members consistently

Intermediate Behavior

• Establishes and monitors performance improvement plans
• Remains calm during performance discussions
• Provides negative feedback in a positive and supportive manner
• Counsels employees with support of your HR/IR adviser

Your ready for promotion

• Follows performance issues through to resolution
• Recommends appropriate performance management interventions
• Develops and implement improvements to the performance management framework

Managing poor performance, how to guide, tips, tools and techniques.

Foundational Behavior

• Identifies team performance
• Identifies and investigate cause of variation

Intermediate Behavior

• Uses visual aids to communicate progress to your team
• Completes variance analysis and identifies corrective actions
• Varies team member reporting to suite individuals stage of development

Your ready for promotion

• Charts progress and makes timely interventions to ensure desired outcomes are achieved

Reporting templates

Variance analysis

Visual management

Foundational Behavior

• Provides recognition for effort and achievement
• Provides frequent informal feedback

Intermediate Behavior

• Uses both frequent and meaningful feedback phrases
• Aligns feedback with employee performance expectations
• Provides feedback to recognize progress towards goals
• Provides individual and whole of team feedback

Your ready for promotion

• Establishes a culture where everyone’s contribution is acknowledged and valued
• Provides reinforcement and feedback within the context of the overall business strategy

Informal Feedback