Description and Procedures for

Project Team MEMBER Report form   (to be submitted to PTL)

Project Team LEADER Report form    (to be submitted to Instructor)

Project Report (instructions)

Guidelines for PTL Report writing

Procedure for Project Team Management

Group Problem Solving Strategies

• To demonstrate competencies in I/O consulting.
• To gain insight into how group dynamics affect attempts at problem solving
• To experience and assess the effects of group dynamics such as leadership, cooperation, competition.
• To gain experience in writing a report as part of a team

Each consultant will write 3 short reports, one for each project he or she works on as a Project Team Member (PTM). This should be a 1-2 page description of  the role that he or she played as PTM in completing each of the three projects (not on the project he/she served as PTL). It should follow the form outlined below and include detailed information that describes exactly  what behaviors, actions, and products he or she contributed to the project. This document will be used by the Senior Consultant as part of his or her assessment of the PTM's performance on the project. It will be forwarded by the PTL to the instructor as an appendix to the Project Team Leader's Report.

 Report Presentation: The PTL will give an oral Presentation (with or without the help of PTMs) using MS PowerPoint to the entire group of consultants

Project Name: ________________________________________     Date submitted to PTL  ___/_____/____
                           (e.g. PA1 FCPS Teacher Performance appraisal)

PTM: (last) ____________________(First)____________________   PTL:  (last) _____________________ (first) _________________

 Instructor:   ___________________________   Semester:     Spring  / Fall   Year:  _____

Assignments or Roles: (describe)

Description of work on project: (describe specifically what you did on this project: about 1-2 pages at most)

 Signed by (PTM) : ______________________________________________

 Project Name: ____________________________________________     Date submitted to Instructor  ___/_____/____
                          (e.g. PA1 FCPS Teacher Performance appraisal)   

Project Team Leader:  (last) _________________________      (First) ________________________

Performance Rating Scale: (assign a score from 1- 100). 

0 - 69 = little or no contribution to project;  70-79 = below expectations; 80-89 = met expectations; 90-100 = exceeded expectations

    Project Team Members: (2-5)                                             Points

1. PTL (last)  ______________  (first) ___________              

2.  (last)  __________________  (first) ___________              Score: _____      (0-100)

3.  (last)  __________________  (first) ___________              Score: _____      (0-100)

4.  (last)  __________________  (first) ___________              Score: _____      (0-100)

5.  (last)  __________________  (first) ___________              Score: _____      (0-100)

Instructor:   ____________________________________   Semester:  Spring  / Fall / Summer  Year:  _____

Signed by PTL: ___________________________________________________ 

The Project Team Leader (PTL) will write the Project Report to management which describes and explains the project. It will be submitted to the instructor as an addendum to the Project Team Leader Report. The PTLR must include a one page executive summary and a narrative which consists of the following sections: (described in more detail below) 

1. Title page (name of project)
2. Executive summary
3. Description of the situation that prompted the project (opportunity problem situation)
4. Goal and objectives and timeline for the project
5. Potential strategies considered
6. Action plans to accomplish the objectives
7. Results / findings of actions taken
8. Conclusion and recommendations for follow up

The following are to be attached as an addendum to the Project Report (for internal (APC) purposes only).

1. Project Team Leader Report Form and  Project Team Member Reports (See above)
2. Project Team Member roles (brief, but detailed description what each team member did on the project)
3. Critique of team process (brief description of how the team performed together)
4. Appendices: (1) Documents, (2) SPSS printouts where appropriate 

  (Organize the team)

• Decide  how the Team will be conducted (management style)
• Define the problem. State the goal and objective in such a way that it will be clear when they are met.
• Determine a strategy for arriving at a solution. Cooperative, competitive, anarchy
• Decide how the decision will be made.
• Assign Roles to each PTM

Guidelines for writing Project Report*

• Title
• Executive summary - One page description summarizing the report. Be sure to include the recommendations.
• Description of the opportunity / problem situation (brief) -no more than two pages, to provide the information essential for understanding the nature of the problem and should include only details directly relevant to the case.
• Problem statement - this is a critical aspect since the problem definition will determine the course of how solutions will be generated.
• **Analysis  - The analysis must incorporate the theories, relevant findings from the readings and other literature that bear on the problem.
• Strategy used -solutions should follow from the analysis section, and thus reflect the ideas and findings from the analysis.
• Findings - describe the decision, and why it was chosen over the other alternatives.
• Conclusions

** NOTE: PTL is responsible for design of SPSS data structure and data analysis and writing results.
PTMs may offer assistance, but work must be done by Team Leader

How to manage groups
Being a valuable team member
Running effective team meetings
Groups that work

Vroom, V. H. & Yetton, P.W. (1973) Leadership and Decision Making University of Pittsburgh Press

CII "You share the problem with your subordinates as a group, obtaining their collective ideas and suggestions. then you make the decision, which may or may not reflect your subordinates' influence."

GII "You share the problem with your subordinates as a group. Together you generate and evaluate alternatives and attempt to reach agreement (consensus) on a solution. Your role is much like that of chairman (sic). You do not try to influence the group to adopt "your" solution, and you are willing to accept and implement any solution which has the support of the group."