Launching a Leadership Team Worksheet

 

Congratulations on beginning the journey to launch your leadership team! Your diversity of resources and unity of purpose are already in the room - this process is all about helping you create the structures to make them come out and flourish as you engage in action together. Get ready and get excited -- the work you do together in the next hour will set you up to make the sustainable and deep change our nation needs!

To complete this worksheet as a team, you will need:

  • A copy of this worksheet for each team member (paper of soft copy).
  • A whiteboard, flipchart, projected screen or some way to write so everyone can see.
  • Post-its, index cards or scratch paper - just something to write on!
  • MOST IMPORTANT: The video below entitled “RS Coach: Launching a Leadership Team.” This virtual coach will guide you step by step through this worksheet, with critical reminders and guidance along the way.
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Agenda: (1 hour total, including video)

  1. Welcome (2 minutes)
  2. Creating Common Values, Shared Interests and Unique Resources (10 minutes)
  3. Our Shared Purpose (25 minutes)
  4. How We Will Work Together: norms (5 minutes)
  5. Roles: match responsibilities and people (5 minutes)
  6. Name and Chant: give ourselves inspiration and motivation (5 minutes)
  7. Conclusion: plus/delta, next steps (3 minutes)

SECTION 1: Welcome (2 minutes)

Video: Please play the first portion of the RS Coach Video until you see the screen that says “Values, Interests and Resources.” Then press pause to complete the table on the next page.

Goals:

  • To explain the purpose of the meeting
  • To provide a roadmap for how the meeting will flow

Please select one person from your team to be a timekeeper and one person to be a scribe.


SECTION 2: Identifying Common Values, Shared Interests, and Unique Resources (10 minutes)

Goals:

  • To identify common values that made each of us join Resistance School
  • To identify interests shared by members of your team.
  •  To call out the diverse resources in the room.

Instructions:

  • Create a table everyone can see with 3 columns:
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Values

  • If your team generated common values during Resistance School Session 1 or 2, list those here. 
  • If you are new to Resistance School, here is one example of a protocol to help you find that common thread:
    • Give each person a minute or two to reflect on the values that brought them to the Resistance School. 
    • Then, let each person in the group share what they wrote and why. What do these values mean to them? Why are these values so motivating?
    • Now, what are the common themes you heard as a team across everyone’s values? What are the common values that drive your team? Capture these shared values in the Action Worksheet.

Interests

  • If your team generated shared interests during Resistance School Session 2, list those here.
  • If you are new to Resistance School, here is one example of a protocol to help you find that common thread:
    • In pairs, spend two minutes each sharing what brings you to Resistance School. What do you hope to change in the world? What does “a better life” mean for you, your family, your community, your society?
    • In your whole team, report out what you learned about your common vision. What do you all want to see change? Some examples might include “better schools,” “access to healthcare” or “a cleaner environment.”

Resources

  • Give each person post-its, index cards, scratch paper or something else to write on.
  • You are about to engage in a Resource Race. Your job is to think of as MANY resources as you can that you bring to the table in each category. The timer will set the clock for 1 minute for each category listed below. Be expansive and creative! Ready, Set, Go!
    • Networks I have: Schools, faith communities, social clubs...
    • Talents I have: Playing the guitar, knitting, making spreadsheets, talking to people...
    • Knowledge I have: The legal system, the immigrant experience, how to fundraise...
    • Physical resources I have: A kitchen, a car, office supplies...
  • Capture the results of your Race in the table.

SECTION 3: SHARED PURPOSE (8 Minutes)

Goals:

  • To come up with a shared purpose for the team 
  • To explore differences in the context of commonality

Video: Please play the RS Coach Video until you see the screen that says “Shared Purpose: Individual Writing Time.” Then press pause to complete your individual reflection.

 

WORKSHEET: DEVELOPING SHARED PURPOSE

There are four parts to this exercise.

  1. As individuals, you will clarify your own thinking about what the purpose of your team could be.  
  2. As individuals, you will write a sentence that you think captures the purpose of your team.
  3. As a team, you will share your sentences, look for the common focus, and discern a purpose you can all support.
  4. And finally, as a team, you will consider the second round of sentences (from step 3) and decide on one that best articulates your team’s perspective.

Part I: Individual Work (5 Minutes)

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After brainstorming answers to all three questions, take a few moments to write a sentence that you think best describes your team’s goal, its constituency, and its activities. Draw on all three columns.

Example of a shared purpose sentence:

 “Our leadership team's shared purpose is to ensure greater health care for all by organizing doctors, nurses and other healthcare professionals in Cleveland through pop-up clinics, rallies at hospitals and visits to the state capitol.”
 

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Video: Please play the RS Coach Video until you see the screen that says “Shared Purpose: Team Work.” Then press pause to complete your teamwork.

 

Part II: Team Work (10 Minutes)

As each person reads his or her sentence, ask the scribe to note the key words on the chart below (on a flipchart, projected screen, google doc, etc) on goal (what), constituency (who), or activity (how). Note specific words that speak to you, spark your curiosity, or give you energy. When you are done, draw out the words that are more or less the same as foundational for your shared purpose and identity the points of greatest difference so as to discuss them explicitly before the next round. 
 

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Video: Please play the RS Coach Video until you see the screen that says “Shared Purpose: Individual Work.” Then press pause to complete your individual draft.

 

Part III: Individual Work (5 Minutes)

In light of what you learned from the last session, write a new sentence that you think can articulate a shared purpose, using some of the key words and themes.

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Video: Please play the RS Coach Video until you see the screen that says “Shared Purpose: Team Work.” Then press pause to complete your teamwork.

 

Part IV: Team Work (5 Minutes)

Read all of the sentences from step 3 and choose – or combine – one that can best articulate the shared sense of your team.  

Congratulations on writing your shared purpose! Capture this statement somewhere your team can see and reference often. Many teams put the shared purpose as a header for agendas, or in a shared drive. 


SECTION 4: DEVELOPING TEAM NORMS (5 Minutes)

Goals:

  • To create a structure that will enable you to  govern yourselves effectively, responsibly  and transparently
  • To help create a collaborative group environment

Video: Please play the RS Coach Video and follow the coach’s instructions for pausing between each section laid out below.

 

WORKSHEET: DEVELOPING TEAM NORMS

Review suggested norms below. For each section, clarify, add or subtract as your team wishes. 

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SECTION 5: DEVELOPING TEAM ROLES (5 Minutes)

Goals:

  • To practice matching people and roles based on strengths and limitations
  • To ensure your leadership team is appropriately diverse

Video: Please play the RS Coach Video until you see the screen that says “Shared Purpose: Team Roles.” Then press pause to complete your teamwork.

 

WORKSHEET: DEVELOPING TEAM ROLES

  • Based on your shared purpose, what kinds of roles will be important for the team? Use the “Team Coordinator” role as an example, and brainstorm as many as you can. Be sure to think about both functional roles and constituency-based roles (i.e. Team Coordinator, and West Side Lead Organizer) (1 Minute)
    • NOTE: Each of these roles is a leadership role, which means that each person accepts responsibility for offering the team leadership in this domain. At the same time, the most critical roles other than coordinator are those that reach out to engage members of your constituency in action. For example, accepting responsibility for engaging residents of a particular town or community, members of a particular constituency, etc. 
  • Within each role, what are a few key responsibilities? Remember, we think about responsibilities for outcomes, not tasks. (1 Minute)
  • For each role, what kinds of traits, skills, talents or resources might make for a good fit? What kind of traits, skills, talents or resource might make for a bad fit? (1 Minute)
  • Based on the discussion about the roles, go around the circle and ask each person to share their strengths and their limitations. Then go back and try to match people and roles. (2 Minutes)
     

NOTE: When you do this for your projects, team roles should not be seen as permanent. Also, for the team to be strong, all leaders should have to earn leadership by carrying out responsibilities relevant to the role they seek.

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SECTION 6: TEAM NAME AND CHANT (5 Minutes)

Goals:

  • To celebrate your commitment to your shared purpose. 
  • To remind your team of their strength, unity and motivation.

Video: Please play the RS Coach Video until you see the screen that says “Team Name and Chant.” Then press pause to complete your teamwork.

Instructions:

  • Be strict on time! Time pressure spurs creativity, especially if you take the “yes, and” mentality of building on one another.
  • For a team name, try just all saying words that resonate with you at the same time and build on what comes out.
  • For a chant, try getting a volunteer to just start making a beat to play with!
  • It will definitely feel silly, but when you come up with something good it will give you energy at the end of long meetings and bring you all closer as a team.

SECTION 7: CLOSING (3 Minutes)

Goals:

  • To end with clarity and shared understanding of how the team will move forward.
  • To learn about how best to work with your group.

Video: Please play the RS Coach Video until you see the screen that says “Shared Purpose: Team Work.” Then press pause to complete your teamwork.

Instructions:

  • Review the decisions made (when you’ll meet), what the roles are, any other big decisions.
  • Evaluate the meeting with plus/deltas - What went well? What do you want to be sure to improve next time you meet?
  • End with a closing reflection. 

Video: Please play the RS Coach Video until you reach the end, and then read on!

 


Go to the Resistance School Session Three Update to share with us your team name, shared purpose and an audio or video clip of your chant!

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