1. Project Management – Lessons Learned“Nobody’s perfect, but a team can be.” Title of an Article by Meredith Belbin, included in a Bates Project Management course taken many years ago Boyd CarterCap Gemini Ernst & YoungDecember 12, 2001

2. Project Management – Lessons Learned • The essence of “TEAM” • Designated roles of team members • Psychological roles of team members • Optimal traits for each role • Optimal attitude – “R.I.S.E. TEAM”

3. The Essence of “TEAM” • "No coach has ever won a game by what he knows; it's what his players know that counts.“ • "I'm just a simple plowhand from Arkansas, but I have learned over the years how to hold a team together. How to lift some men up, how to calm others down, until finally they've got one heartbeat, together, a team." Coach Bryant instinctively knew that a team member had two roles, one the designated role of the player; the other, the psychological role the player defaults to under stress. He excelled at managing that psychological role. With three hundred twenty-three career wins, Bryant was lauded as the “winningest” coach in college football history. His leadership was the Alabama Crimson Tide's cornerstone to two hundred thirty-two wins, six national championships, and twenty-three straight bowl appearances.

4. Designated Roles of Team Members Plan the Project and select the team based on: • Known externals • Skills Required, Skills Available and Time Constraints • Team members must “own” their roles and their time allocations • Therefore – Role Owners must participate in the planning!!!

5. Psychological Roles of Team Members • Plant - very creative, the ideas person • Resource Investigator - extrovert, good at making outside contacts and developing ideas • Monitor Evaluator - shrewd and prudent, analytical • Shaper - dynamic and challenging • Co-ordinator - respected, mature and good at ensuring that talents are used effectively • Implementer - practical, loyal and task orientated • Completer Finisher - meticulous and with attention to detail also full of nervous energy • Team Worker - caring and very person orientated • Specialist - high technical skill and professional as opposed to organisational prime loyalties

6. Optimal Traits for Each Role • Coordinator - respected, mature and good at ensuring that talents are used effectively Traits:Stable Dominant Extrovert Designated Role – Project Manager • Plant - very creative, the ideas person Traits: Dominant, very high I.Q., introvertDesignated Role – Logical Design / JAD Leader • Resource Investigator - extrovert, good at making outside contacts and developing ideas Traits: Stable, dominant, extrovertDesignated Role – Client Interface / User Requirements / User Access • Monitor Evaluator - shrewd and prudent, analytical Traits: High I.Q., stable, introvertDesignated Role –Physical Design • Shaper - dynamic and challenging Traits: Anxious, dominant, extrovertDesignated Role – Team Leaders

7. Optimal Traits for Each Role • Implementer - practical, loyal and task orientated Traits: Stable and ControlledDesignated Role – Documentation • Completer Finisher - meticulous and with attention to detail also full of nervous energy Traits: Anxious, introvertDesignated Role – Developers • Team Worker - caring and very person orientated Traits: Stable, extrovert, low in dominanceDesignated Role – Administration • Specialist - high technical skill and professional as opposed to organisational prime loyalties Traits: Very high I.Q., introvert, passive, single-mindedDesignated Role – Subject Matter Expert

8. Optimal Traits for Combined Roles • Coordinator / Shaper Designated Role – Project Manager / Team LeadersTraits: stable dominant, extrovert / anxious, dominant, extrovert • Implementer / Team WorkerDesignated Role – Documentation / AdministrationTraits: stable and controlled / stable, extrovert, low in dominance • Completer Finisher / Specialist Designated Role – Developers / Subject Matter ExpertsTraits: anxious, introvert / very high I.Q., introvert, passive, single-minded • Plant / Monitor EvaluatorDesignated Role – Logical Design / JAD Leader / Physical DesignTraits: dominant, very high I.Q., introvert / high I.Q., stable, introvert • Resource Investigator Designated Role – Client Interface / User Requirements / User AccessTraits: stable, dominant, extrovert

9. Optimal attitude – “R.I.S.E. TEAM”(Or How to Manage the Psychological Role) • Respect for the Individual • Integrity in Our Dealings With Others • Stewardship of Resources in our Care • Excellence in Everything We Do • TEAM Principles Must Prevail