Transcript
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Hi, I'm Scott Grapheus and this is what successful
AI teams have in common.
From improved medical diagnosis and self
driving cars to real time translation
of language and virtual assistants becoming genius,
artificial intelligence has emerged as a transformative force,
advancing innovation and revolutionizing how we
live, work, and interact. Those talk is about the skills
that fuel the delivery of successful AI
solutions. Take a quick break and mention
that for content accessibility purposes,
I'm deliberately using relatively large size fonts, whoever practical
and high contrast elements such as dark text
on the white background or those reverse and as you saw,
I'll be describing the onscreen content. There are a few slides
that may be read word for word. Most slides
I'll be either summarizing or elaborating on the
on screen content. And we're
back. Informed by work with AI teams
and confirmed by research from leading organizations including
Google, IEEE, MIT, Software Engineering
Institute, and many, many others.
Those behind the development and delivery of
life changing AI solutions, or AI teams
with a fusion or combination of technical
expertise, also known as hard skills, and critical
soft skills, also known as people skills or interpersonal
skills, amongst other labels.
This is to give you a sense of
the different types of skills
in terms of the quantity
and the range against skills
for AI teams. And there are 111
here in total. And this is not intended to be an exhaustive list.
No two teams are identical with regards to the
skills that I'm showing here on this particular slide.
However, of the 111 skills,
one is paramount and one is common
amongst successful AI teams.
At the category level, it's soft skills.
And here's what computer world says soft skills are becoming a
key focus. This is reinforced by
the artificial intelligence and its impact on business
publication, which reports in the AI era,
soft skills are the new hard skills and rounding out
the category of soft skills. This example
here is from the United States Artificial Intelligence Institute,
and they list the different most wanted AI skills
that include soft skills at the top of the list.
So that's the category. The category is soft skills.
What exactly within soft skills do successful
AI teams have in common? Well, it's the
team. And that term teams can imply
and involve team dynamics, team leadership,
team development, and similar terms that are used
in the literature. IBM says the team
is a key driver of a successful AI project.
Microsoft says, don't underestimate the power of
a team dynamic. Your product becomes a result of it.
And then I have another example, and this one here is from MIT.
And with regards to AI, MIT says
competencies like teamwork are crucial.
So this talk will dive into team
development. It's the skill that's common amongst successful
AI teams and I'm going to be delivering information
that you can use based on the science of
high performing teams. So here are the objectives for this
talk. There are three. The first is to understand that a confluence
or a combination or a mix of skills, including and notably
team development, are essential.
Talk about the team development phases. Those are five,
and specifically the characteristics of each of those five
phases. And lastly,
and most importantly, usable strategies that
you can apply to navigate each those
to improve the team's effectiveness,
which perhaps no surprise, is correlated
with happiness and success.
Frankly the opposite of burnout.
Here's the agenda, how this talk is structured.
First is the introduction, objectives and agenda,
and we're almost done with that. Next is about information,
a little bit about me as it relates to this talk,
the five phases of team development, and then
we'll have a wrap up with a conclusion takeaway and an opportunity
for feedback. So here's some information about me
I'm Scott Rafis. I'm an agile project management practitioner,
consultant, author and speaker, and I'm the founder
of exceptional Agility, which is part of exceptional PPM
and PMO solutions. I have nine credentials
and my background spans diverse industries,
everything from advanced tech, entertainment to government,
r, D and more. And as far as those product is
concerned, AI would sit nicely within
advanced Tech or R and D or both of those.
And my work has taken me to 25 countries and
counted content for my books,
which are two. Talks,
workshops and more have been featured and used by a variety of
organizations. Here are a few and of
these I'll mention a handful,
Microsoft, United States Department of Energy,
the English Institute of Sport,
Yale University, Virginia Tech and
many others. And now we're on to
the phases of team development, which are five.
Dr. Bruce Wayne Tuckman, who got his
doctorate in psychology from Princeton University,
did extensive research on what was initially referred
to as group dynamics, and then subsequently the
terms team dynamics, group performance, team performance,
team development, group development. Those terms are used interchangeably in
the context of the basis of team development,
and he did publish his model in 1965.
That model is still highly relevant,
relevant and beneficial today. That's why it's central
to the discussion of team development,
and my talk will draw on my own firsthand experience
using this information, and it is supported by extensive
research and recommendations from a variety of organizations.
Earlier in this talk I showed a few examples, such as Google. You'll see
Google here again. The point here is to
show you a sampling of
the grand total of 117 sources
that were referenced and incorporated into this
talk and discussion. And I do make all those references
available to you. I'll show you at the end of this talk,
if you're interested, how you can access that information.
So here I'll mention a handful.
I already mentioned Google, so if I mentioned them again,
but IBM, Microsoft, MIT, Imperial College
London, DevOps Institute, many,
many others. Again, a grand total of 117.
And to underscore, because the
model came out in 1865, to underscore the
continuing relevance and value of the model, this talk
is based on those 117 sources, as I mentioned,
most of which were published in the last ten years,
and of those, many of them in the last year alone.
So to introduce and navigate models
like those one on team development, I have found in
my experience that interesting visuals and practical
examples can be extremely helpful. So of the 117
sources, I extracted the usable practical
information, put it into plain language,
and carefully and diligently incorporated it into this
presentation. So that's what I've done. But visuals are
very important. So I have found
that at least as it relates to this presentation,
clip art just does not work. No, clip art does not work.
There's no stock photos and there's absolutely no generic content.
It's all from me, custom, all of it.
So here's those phases of team development, which is
again a custom visual which gives the big picture.
As mentioned earlier, I endeavor to use wire size font
for content accessibility purposes. Here you're just getting sort
of the thumbnail view. In a moment,
I'll be zooming in on the content and it'll be
more readily readable at that point.
So this is just the thumbnail. But while we're here at
the top, you'll mention that across the five phases
of teams development, development forming, storming, norming,
performing and adjourning, there's a graph and what it depicts
is the general level of performance or productivity
across the five phases. Two things I want to point out here with regards
to the graph. One is that storming is at
the lowest and the highest is performing. And then
below the markers for the five phases, there's a row
for the characteristics. These are the behaviors
or what's typically seen in most teams in the respective those.
And then below that the next row are strategies.
These are the proven strategies according to the literature and
my own experience, that can be applied to the respective
phase to help advance the team forward,
which means move on to the next phase.
So while talking about the phases,
I wanted a visual also to represent a team
because this is about people.
And for inspiration,
I looked to when this model came out,
1965, I didn't find anything that resonated
or was usable. However, a few years later,
1969, these characters were introduced.
So this is obviously the more modern Lego
incarnation of these characters. But this is a
custom photograph of relatively expensive
collectible figures. And I'll be using versions
of this image in configurations as we navigate the
five phases of team development.
And here we are. First up is forming.
So this is when an example
of forming would be an AI team coming together for the
first time, or somebody new joining
AI team. Somebody left, somebody joined, or somebody just joined.
So this can be a group of people who have never worked together before,
who have all worked together before, or some combination. This model applies
to all those scenarios. These are the characteristics, those are the
behaviors that are typically seen during
the forming phase. So if you're unsure where the team
is, you can almost use the characteristics as sort of the
diagnostic criteria for exactly where the teams is.
So during forming, people are
displaying eagerness and socializing, and they're generally
pretty polite, sticking to safe topics. But even if
information is shared up front, even if people have worked together before,
even if there's a general sense there is some newness, right.
Because those is forming. And with that, it's perfectly normal,
according to Dr. Tuckman and countless studies
since, to have a level of anxiety and questioning
during forming, very normal. All those behaviors
are normal and typical of forming.
So what can you do as a leader? So as
a leader, perhaps you're a sponsor, perhaps you're
an executive, perhaps you're actually embedded, you're a member
of the AI team regardless of your exact title,
right? You could be an engineer, you could be a
scrum master, or a project manager, or you could be the business
analyst, right? Somebody, though, can take this
information and apply it for everyone's mutual benefit.
These are the strategies to help the team grow and advance,
and that means move on. So somebody,
again, doesn't matter who or what their exact title is,
is taking the lead and making themselves very visible and
facilitating interactions. If there's even one person who hasn't
worked together before. And speaking of which, even if the team has worked
together before, perhaps a two minute icebreaker,
right? Icebreakers aren't just for people who have never
worked together before. They can be very helpful for teams that have worked
together before and just kind of want to have a fresh
start or a fresh perspective and learn more about each other before
delving into the work at hand. So the
leader can facilitate those reductions provide
as much information as possible. At this point.
So many it have,
particularly ones that have worked together before, have a very strong
sense of sort of the values and the principles and
the ethics and exactly what sort of the steps are
involved and others are kind of reinventing themselves. And this applies
to all scenarios. But whatever it is that's known
to be shared upfront as quickly as possible during the forming phase,
establishing clear expectations if
there is any success criteria, such as we
need to have an iteration or whatever it's called, your organization.
Sometimes they're called R and D cycles, sometimes they're called sprints
or iteration, sometimes they're just called a project.
It doesn't really matter what the label is, but if there is
some sort of this is going to be wrapping in two weeks or at
the end of the month or whatever information is applicable
for this team should be communicated sooner rather than
later. During the forming phase is those beginning,
so that's the best time. And whenever there's a question or concern,
quick response times are particularly helpful. By the way,
some of these strategies might seem
like they're good common sense, and I would agree if that's
what you're thinking. The literature says that these are the strategies
that are particularly powerful at the respective phase.
That's why they listed here, even though some of this information,
like quick response times, is just probably a good practice regardless
of what phase you're in, right? So next up
is storming and what happens during storming.
These are the characteristics of the team
typically. And by the way, there's no fixed duration for
these phases, right? A team that generally speaking
has never worked together before might be informing and
storming a little longer than a team that has worked together before.
But there's no fixed duration.
Storming can be a business
day or less, or it can be the entire length of the project
has happened. So here's the description
of what occurs during the storming phase.
There can be resistance and that couldn't translate potentially
to a lack of participation. There can be conflict
based on differences of opinions. And regardless of those formality with
regards to structure in the organization, there can be sort
of competition, jockeying for position. Emotions can
be, relative to other phases, relatively high. These are
normal characteristics, according to Dr. Tuckman in countless
objective studies over the decades since. What can
you do about the storming phase? Here are the strategies
to help those team grow in advance, which means
move out of it into those next phase,
requesting and encouraging feedback.
Here's what is meant by that. An example would be something
that worked out quite well with several EI things I was involved in.
And that is somebody saying something along the lines of
if you ever have a question, concern, issue,
impediment, whatever the label is, big or small, at any time,
please let me know and then give examples.
You can come into my office, you can hop on a zoom,
you can email me or text me,
right? And so you're soliciting and
inviting and encouraging feedback that will
result in feedback. And then once you receive it, whoever that person is,
they need to acknowledge it and handle it.
Otherwise that person will come back with more feedback. The point
here is that many teams,
including successful teams, for some issues
or impediments or problems or concerns, will kind of
wait till the end when we'll cover that, but wait till
the end for a retrospective or a post project review
or whatever the label is at your organization to provide that feedback.
But you know, that could be two weeks away, it could be a month
away, it can be days away. Why not get it resolved sooner rather
than later? And by repeatedly,
sincerely and professionally,
politely inviting and requesting and encouraging feedback
and responding appropriately goes a real long
ways to brainstorming in those case in particular,
and for the life of those project as well.
So I'm going to jump
down to the last bullet point here, building trust by honoring commitments.
Now, not every organization uses
agile, let's say scrum or strength. Some do,
though, so I'll just use this as an example and it would still apply
to other situations. Here would be a situation where there's
going to be a daily stand up, it's going to be
from ten to 1015 local time,
it's going to be in person, and for people who are remote, they'll join
remotely, and it's where each person will share.
Typically, the points are you can do whatever you like, but they're typically
what did you do since the last meeting? What are you going to do
today? And any issues or impediments. Another invitation
for feedback. And it's called a daily
stand up or daily scrum because it happens
daily, that is, every business day. So it's inevitable
that for whatever reason, a meeting or two might
get canceled over the lifespan of the
sprint iteration project program, whatever it's called. So that's
not really a problem. But what if it's a new team and
you have a daily scrum and the first five are canceled in a row
are canceled. So what I'm getting at is this, and it
might seem quite obvious, but I think it really teams,
articulating and that is trust is a
very complicated thing in the context
of team development. The most powerful thing you
can do to build an advanced trust is to honor
commitments. That doesn't mean you can't ever change your mind
or cancel a meeting. But honoring your commitments goes a real
long ways to building trust.
So next up is the norming
phase. It is the second highest level from a
performance or productivity standpoint. You can see the graph above.
And here is a very different visual of the team kind
of starting to kind of form some connections here.
That first bullet point talks about developing cohesion.
Here relative to earlier phases, purpose and goals
are more well understood, which can translate to higher
levels of confidence and commitment. People are engaged
and supported, and if there was any anxiety
earlier during forming or storming, particularly storming,
which is normal, it is either lowered or eliminated
during the normal phase. So here's what you can do
to help the team grow in advance, which means move on to the next phase.
That is not waiting necessarily to the end.
Doing it now would be recognizing individual and
team efforts, providing learning opportunities,
if appropriate, at your organization and feedback during while
this project or program or sprint is live.
And here those last point of monitoring
the energy of the team. The team is at its second
highest level of productivity. They're doing quite well. They're almost
at the highest level of productivity. If things are going well,
whoever that person is, they're taking a step back, right?
They're not being in the front driver's seat. They're kind of stepping back and monitoring
the energy of the team.
And then that brings us to forming.
Sorry. From norming to performing rather.
And this is those highest level of productivity
and performance, which according to the literature is correlated
with happiness and success.
Perhaps no surprise there very different visual showing
a different kind of level of connections amongst
the team members. And that first bullet point speaking to it.
Demonstrations of interdependence and self management,
sometimes called self organization. Those is
compared to the earlier phases, high motivation, trust and
empathy. People will typically refer to those
larger team needs versus their own personal needs
or individual needs. And just to make it clear,
the team is consistent and effectively producing
deliverables during those phase. So here's the
strategies to help the team grow in advance. So if they're in the highest
level of performance, the reason, if you're
wondering why I bring this up is because this is an open active those
until it's done, this is ongoing. So this is
to keep the momentum going, diving from the side,
similar to what I mentioned earlier for minimal intervention.
Celebrating successes has different meanings of
different organizations. So you do whatever you can at your company for
the team to celebrate its successes and not necessarily waiting
just for the end of the project program, sprint iteration
to do so, if you can, and encouraging
collective decision making and problem solving. Having said that,
if the team is in the performing phase, they're very likely already practicing
that third ballpoint already. And then
that brings us to a journey,
the fifth and final phase of the phases of tomb development.
And here, even if this group
of people will continue working together,
this is really marking the end of a sprint iteration project,
program, or whatever the label R D cycle at
the organization. And I'll talk more about that. Well,
right now, first of all, before doing that,
I wanted to mention that if you come
across any sort of literature articles
or the like talking about four phases, well, they're talking
about the 1965 model. When this model
first came out, it involved forming, storming,
norming and performing. However,
Dr. Tuckman and his colleague Mary Ann C.
Jensen found a journey to be so
important that he, along with Jensen,
modified his own model in 1977. So since
Dr. Tuckman changed his model from four phases,
five phases, the model has five phases,
not four phases. It's important. And I
also wanted to mention here, while it's formally
called and properly called the adjourning phase,
because that's what Dr. Tuckman called it, some people refer
to it as adjourning, routineing,
mourning, and have other labels
for it, but it is adjourning. I include
that just in case you come across that. So here,
in terms of the characteristics here, it varies by organization
and the type of project or teams you have.
But there is the potential for sadness. That's probably
why some people call it the morning those. So here's the scenario.
Let's picture it's more of a classic.
It's not typically done this way, but for illustration purposes, let's picture
it as a classic project that runs several months, usually shorter
cycles. And these are people who have largely not
worked together before, and they're working very closely together,
and they've achieved great results. And it's the end
and it's time to kind of disband and go back to their regular roles
and departments. And for people who are not accustomed
to joining teams and
the nature of teamwork, there can be sadness. And so I
just wanted to mention that the literature is quite clear that this can
happen. But there's things that you can do about this for
everyone's benefit, for the individual, the team and the company's benefit,
which I'll be covering. Recognizing team and individual
efforts are things that the team might do on its own.
And then if the team is temporary, it can disband.
And again, for even teams that
people are going to continue working together, this phase still applies.
Here. I'll talk about strategies to help the team grow,
really those strategies to help the individuals, the team and the
company grow. So here's what can be done. Recognizing change,
having what is referred to as a retrospective or lessons learned,
or a post project review, where you can really take stock
of things and incorporating those learnings into future
endeavors, thereby continuously
improving matters at the organization, which can give you a competitive advantage,
by the way, and acknowledging
the individuals and having some sort of this really will vary by organization
tremendously, but some sort of a party or
after party or acknowledgment by somebody in
a position of leadership or somebody on the team, and some companies
will at least in the well,
now we're post Covid, I suppose, but pre Covid. Post Covid would
go out to a restaurant on the company, right?
And have a celebration or during a company meeting,
we'll dedicate 510 15 minutes
to talk about those success of this
group of people, this teams, and what it means to the company.
This is also very important, as I mentioned, not just
individuals and the people on the team, but for the those company,
for somebody, picture somebody who's not on the team and
there is a company event of some sort,
virtual or in person, and a
person of leadership gets up and talks about how much they appreciate
the hard work, diligence, and what it really means to the company,
whether it is disrupting the marketplace or including
sales or whatever the goals were of the AI
endeavor during the respective
cycle. And people who are
obviously on the team will hear that and appreciate
that. But it also sends a message, a very strong message,
to people who, to everybody, including people who were not on the team,
about how much the company appreciates this sort of
effort. And so celebrating the team's
accomplishments. The importance and value of that cannot
be overstated. It is extremely powerful.
So those are the key highlights from the five phases of team
development, and we're now transitioning to the wrap up.
This presentation advanced that confluence
or a mix of skills, including and notably team
development, are crucial to the delivery of
successful AI solutions. It is just that it's team
development that successful AI teams have
in common. And then the session dived
into the five phases of team development, talked about the characteristics
of each one, and provided usable strategies for
navigating the phases from beginning to end which
improves when applied it teams effectiveness which also
can be correlated with happiness and success which
if you apply it can give you, your teams and your organization
a competitive advantage. So if
you'd like to connect, I'd love to connect with you.
A lot of my information rather than listing all of my social
media accounts on the screen here I just have my website@scottgraphis.com
on my front main page are links to my different social accounts.
So I'd love to connect with you if you would. And then
as promised, I have a takeaway. It is the main
visual of the phases of team development and the 117
sources. The references that went into this talk are
all listed in the bibliography. This is a PDf
file, so if you have to scan the code or
in lowercase bit Lya,
it may take a moment or two or three to load on
your screen and then you can save the PDF to
your hard drive. And then lastly,
feedback really lets me know what's working and what's
not, what you liked and what you wish I had spent
more or less time on. And so I have created a very
simple Google feedback form with your name, your email
and what did you think? I think it's just three questions very
quick. So if you are interested in providing
feedback, I would find it. I would be very much appreciative of your feedback.
You can scan the code or you could enter in in
lowercase bit ly s
seven and then that will bring up the Google
form. I also wanted to make it easy to connect.
I talked about how you go to my website, but if you would like
to provide feedback after you hit those send button on
the Google form, a new page appears where
I thank you for providing feedback and I give you a link
to all my social accounts. So that's those for you as well.
So I look forward to hearing your feedback and
talking with you further at the conference.