Topic 1: Establish team performance plan

Planning
Goal setting is one of the first steps in reaching performance expectations set by an organisation. A
team needs goals and clear objectives so that performance and achievements can be tracked. It
provides:
• clear direction
• goal attainment
• increased productivity/profit
• team work
• clear objectives
Strategic or business plans outline the general strategies to be followed in order to achieve an
organisation’s vision and mission statements. A business plan is typically used to look up to 5 years
ahead, providing direction and focus for the organisation and employees.
Therefore, teams need to align their goals and activities to the organisation’s business plan.
Managers need to ensure that teams fulfil this role when undertaking projects to ensure they are
contributing to the overall goals of the organisation.

Activity: Group work

Business plans
Work in your teams:
Research a few examples of business plans, look at the headings used to identify the main purpose of
the plan. Find one plan that the team thinks is the best example, and each keep a copy for future
reference.
Explore how team performance plans link to overall business objectives.

Submit all work in professionally written documents within the timeframe allocated. Your
trainer/assessor will provide your group with feedback.

Team performance plans

Goals and objectives as above can be documented in a team performance plan. A team performance
plan is a detailed plan that specifies team goals and objectives, as well as actions to achieve these,
responsibilities (which team members are responsible for achieving actions), timelines for achieving
actions and performance indicators that will be used to measure performance.
Review information about team performance plans at:
http://www.crowe-associates.co.uk/teams-and-groups/team-plans/

Copyright© ECA College RTO 45012 v19.0 Page 1 of 4

Team players
Teams will consist of people with very specific strengths and weaknesses. Team members vary in
the role that they play for example some could be practical and organised whereas others could be a
good communicators or problem solvers.

Activity: Research and discussion

Job positions
Using the Internet, search for your ideal career or job position. Read the job description – did it match
your expectations of the desired role? Make notes.

Discuss your responses in a class discussion facilitated by your trainer/assessor.

Belbin Test
There are a number of different theories that have been developed which categorise the different
types of roles and personalities people display. The Belbin test was developed to specifically identify
the different types of roles team members prefer.
The Belbin test identifies the following roles that individuals adopt when working in teams:
• Shaper
• Plant
• Co-ordinator
• Monitor Evaluator
• Resource Investigator
• Implementer
• Team Worker
• Specialist
• Completer-Finisher

Activity: Research and discussion

Belbin
Visit the Belbin website to view the explanations for each role.
Research the various roles that team members take on. Which role are you likely to be? Which role
do you have in your current class team? Is it the same role?

Discuss your responses in a class discussion facilitated by your trainer/assessor.

Activity: Research and discussion

Copyright© ECA College RTO 45012 v19.0 Page 2 of 4

Personality quiz
Complete the following quiz, which will help you to identify what type of role their personality suits.
http://testyourself.psychtests.com/testid/3113
Is this the same role that you identified earlier?

Discuss your responses in a class discussion facilitated by your trainer/assessor.

Supporting team members

By supporting the members of your team, a manager can ensure that goals are met. This can include:
• explaining or clarifying policies, procedures, instructions standards, codes of conduct and
other organisational operations
• supporting team members to complete tasks on time
• if you have completed your own tasks ahead of schedule, support others
• assisting with problem solving
• providing encouragement
• providing constructive feedback to other team members when appropriate
• share and update information
• allocate mentors or coaches for support and training if required
• using rewards such as positive praise, bonuses, vouchers or extra lunch time break

Activity: Group work

Rewards and recognition
In small groups, think about the rewards and recognitions that you may have received in the past that
they have found most beneficial. This could be either in a work or non-work related context.
Brainstorm ideas and create a list as a group.

Discuss your responses in a class discussion facilitated by your trainer/assessor.

Team performance and key performance indicators

As indicated previously the team performance plan should include key performance indicators that
can then be used to measure performance.
The purpose of a KPI is to provide an objective performance measure in a key activity. This enables
managers to set and communicate their performance targets, and to measure whether or not they are
being achieved.
KPI’s can vary. However, there are common ones that apply to all activities such as KPIs related to
timelines and budget.
When developing KPIs, it is important to ensure they are SMART, that is:
• S = Specific. They must state clearly what the organisation seeks to achieve.
• M = Measurable. The outcomes must be able to be measured so the business can calculate
and quantify its progress towards them.

Copyright© ECA College RTO 45012 v19.0 Page 3 of 4

 • A =Achievable. The objectives must be realistic such that everyone feels there is genuine
belief the outcomes can be attained.
• R = Relevant. The objectives have to relate to the direction the business wants to take in
terms of its organisational development.
• T = Timely. The objectives need to have a start and finish date attached to them.

Activity: Further reading

Read more about KPIs for teams at:
Article: https://www.projectmanager.com/training/8-essential-kpi-metrics-teams
The trainer/assessor will facilitate a class discussion about the outcomes from the reading.

Regardless of the KPIs that are set it is also vital that all team members understand the KPIs. As a
team leader, it will be important for you to communicate this.

Copyright© ECA College RTO 45012 v19.0 Page 4 of 4