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What New Team Leaders Should Do First

Carolyn O'Hara

September 11, 2014

Getting people to work together isn t easy, and unfortunately many leaders skip

over the basics of team building in a rush to start achieving goals. But your

actions in the first few weeks and months can have a major impact on whether

your team ultimately delivers results. What steps should you take to set your

team up for success? How do you form group norms, establish clear goals, and

create an environment where everyone feels comfortable and motivated to

contribute?

What the Experts Say

Whether you re taking over an existing team or starting a new one, it s

critical to devote time and energy to establishing how you want your team to

work, not just what you want them to achieve. The first few weeks are critical.

People form opinions pretty quickly, and these opinions tend to be sticky,

says Michael Watkins, the cofounder of Genesis Advisers and author of the

updated The First 90 Days. If you don t take time upfront to figure out how to

get the team working well, problems are always going to come up, says Mary

Shapiro, who teaches organizational behavior at Simmons College and is the

author of the HBR Guide to Leading Teams. You either pay upfront or you pay

later. Here s how to start your team off on the right foot.

Get to know each other

One of your first priorities should be to get to know your team members and to

encourage them to get to better know one another, says Shapiro. To that end,

resist the urge to immediately start talking about the work and the task

outcome, and focus instead on fostering camaraderie. In practice, this may

mean holding a retreat or beginning meetings with team-building exercises. For

virtual teams, it might mean starting calls by getting updates on how each

person is doing or hosting virtual happy hours or coffee breaks. One

particularly effective exercise is to have people share their best and worst

team experiences, says Shapiro. Discussing those good and bad dynamics will

help everyone get on the same page about what behavior they want to encourage

and avoid going forward.

Show what you stand for

Use your initial interactions with team members as an opportunity to showcase

your values. Explain what s behind each of your decisions, what your priorities

are, and how you will evaluate the team s performance, individually and

collectively. Walk them through what metrics you might use to gauge progress,

so that they understand how they ll be evaluated and what s expected of them.

Team members will want to know how you define success, says Shapiro. By

communicating your vision and values, you will show your team that you re

committed to a healthy degree of transparency, says Watkins, and create

positive momentum around yourself in the new role.

Explain how you want the team to work

You also need to explain in detail how you want the team to work. When you have

newer team members coming on board, don t assume that veteran team members will

explain to the new recruits how meetings are supposed to be run or the best

ways to ask for help; it s your job as a leader to set expectations and explain

processes. If you don t make those norms clear for everyone, you risk creating

an environment where people feel excluded, uncertain, or unwilling to

contribute.

Set or clarify goals

One of your most important tasks as a team leader is to set ambitious but

achievable goals with your team s input. Make clear what the team is working

toward and how you expect it to get there. By setting these goals early on, the

group s decision making will be clearer and more efficient, and you ll lay the

framework of holding team members accountable. Many managers inherit their

teams, which often means they aren t creating new goals, but clarifying

existing ones. It s actually rare that someone gets to come in and redefine

the goals for the group in a profound way, says Watkins. In those instances,

your challenge as a manager is to reorganize roles or rethink strategies to

best achieve the goals at hand.

Keep your door open

If there s one thing that new managers need to remember, it s that

over-communicating in the early days is preferable to the alternative. It s

always better to start with more structure, more touch points, more check-ins

at the beginning, says Shapiro. How you do that via big meetings,

one-on-ones, email, or shared progress reports will vary from team to team

and manager to manager, but whatever the communication method, do as much as

you can, says Shapiro. Watkins agrees: I ve never encountered a situation

where a team member says, Gosh, I wish the boss would stop communicating with

me. I m so sick of hearing from her. You just never hear that.

Score an early win

Identifying and solving a business problem that has a quick and dramatic impact

early on shows that you can listen and get things done, says Watkins. Perhaps

there is a longstanding employee frustration or an outdated work process. Maybe

there is a project that you can easily fund or prioritize. Taking swift action

demonstrates that you are connecting and learning. But most importantly,

achieving an early win builds team momentum. It motivates people, says

Shapiro, and can win you goodwill you might need later if the going gets

tough.

Principles to Remember

Do:

Be clear about what goes into your decision making and how you ll evaluate the

team s progress

Encourage team members to connect better communication early on will help

avoid misunderstandings and poor results later

Look for roadblocks or grievances you can fix it will earn you capital and

inspire the team

Don t:

Jump into trying to accomplish the work without building relationships with the

team

Assume that new team members understand how you or others work take the time

to explain processes and expectations.

Be afraid to communicate often early on you can always pull back when the

team is working well

Case study #1: When in doubt, over-communicate

Czarina Walker, the founder and CEO of InfiniEDGE Software, had a crisis on her

hands. She had recently taken over the leadership of a combined team of

engineers and creative employees for a new project. With a deep well of

experience leading technical teams, she assumed that the minimalist management

approach that had worked for her for years would also work with this hybrid

team. I figured the non-techies had some understanding of our technical team s

processes, and knew how we worked by virtue of shared office osmosis, Czarina

says.

But the team dynamics floundered from the beginning. My technical team didn t

have a problem getting in a room and talking about what was going well and what

wasn t, says Czarina. But this standard tactic of identifying improvement

areas with her engineers felt like a blame game to the new creative members.

They felt thrown into this process; it was like being invited to a firing

squad. Resentments festered, and soon she was having difficulty getting

everyone to attend the weekly status meetings. As a result, the project

started off the exact way you hope it never does with a lot of frustration

and animosity, she says.

Czarina recognized that her failure to establish communication norms was partly

to blame. She hadn t made the purpose of the status meetings clear, and hadn t

explained that her agenda was not aimed at criticizing, but at getting everyone

on the same page. So I had to do something I never had to do before:

over-communicate, Czarina says. She sat down with both groups to go over the

purpose of the meetings, and how she expected them to be run, while addressing

each groups concerns.

The extra work paid off. The project was completed on deadline, and the

creative team members reported that they felt the process had been a valuable

learning experience. Even though I had to over-communicate, Czarina says, it

was well worth it, because the next project is going to go so much smoother.

Case study #2: Build connections outside the office

For the past decade, Nate Riggs, the founder of marketing firm NR Media Group,

has run a virtual office, with employees scattered across the country. But this

year, after realizing the company needed a brick-and-mortar base to grow its

video production unit, Nate transitioned the firm to the new Columbus, Ohio,

headquarters.

Because some employees still worked remotely and others reported to the office

each day, Nate recognized that challenges and miscommunications could arise

among the group, some of whom were new employees. So he held a team retreat in

Columbus, a combination of strategy sessions, client meet-and-greets, and

after-hours social events. The team cohesiveness that was developed on that

retreat has been amazing, says Nate.

The team-building efforts had immediate benefits. We left with a lot of

momentum. Our first week back, we were meeting deliverables in about half the

time that it took us before the retreat, says Nate.

In order to maintain the energy, the team now gathers each week in a virtual

Google Hangout with a set agenda. Nate also has regular one-on-one meetings

with each team member to get status updates and reassess goals. We try to keep

high-frequency touches with the team, but not so much that it interferes with

getting work done, he says.

He has also encouraged the team to maintain the social connections they

established at the retreat. To mimic the banter that might have happened around

the office water cooler, employees have recently launched a group texting

thread, regularly sharing jokes, interesting news, and funny stories with

coworkers. To me, that s the indicator of a team culture, right? says Nate.

We all have something that we can laugh at together.

Carolyn O Hara is a writer and editor based in New York City. She s worked at

The Week, PBS NewsHour, and Foreign Policy. Follow her on Twitter at

@carolynohara1.