TEAM ROLES INVENTORY: A SELF-PERCEPTION INVENTORY
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1 TEAM ROLES INVENTORY: A SELF-PERCEPTION INVENTORY Directions: For each section distribute a total of 10 points among the sentences which you think best describe your behaviour. These points may be distributed among several sentences. In extreme cases they might be given to a single sentence. Enter the points in the table on page What I believe I can contribute to a team: a) I think I can quickly see and take advantage of new opportunities. b) I can work well with a wide range of people. c) Producing ideas is one of my natural assets. d) My ability rests in being able to draw people out whenever I detect they have something of value to contribute to group objectives. e) My capacity to follow through has much to do with my personal effectiveness. f) I am ready to face temporary unpopularity if it leads to worthwhile results in the end. g) I am quick to sense what is likely to work in a situation with which I am familiar. h) I can offer a reasoned case for alternative courses of action without introducing bias or prejudice. 2. If I have a possible shortcoming in teamwork, it could be that: a) I am not at ease unless meetings are well structured and controlled and generally well conducted. b) I am inclined to be too generous towards others who have a valid viewpoint that has not been given a proper airing. c) I have a tendency to talk a lot once the group gets on to new ideas. d) My objective outlook makes it difficult for me to join in readily and enthusiastically with colleagues. e) I am sometimes seen as forceful and authoritarian if there is a need to get something done. f) I find it difficult to lead from the front, perhaps because I am over responsive to group atmosphere. g) I am apt to get caught up in ideas that occur to me and so lose track of what is happening. h) My colleagues tend to see me as worrying unnecessarily over detail and the possibility that things may go wrong. 3. When involved in a project with other people: a) I have an aptitude for influencing people without pressurising them. b) My general vigilance prevents careless mistakes and omissions being made. c) I am ready to press for action to make sure that the meeting does not waste time or lose sight of the main objective. d) I can be counted on to contribute something original. e) I am always ready to back a good suggestion in the common interest. f) I am keen to look for the latest in new ideas and developments. g) I believe my capacity for cool judgement is appreciated by others. h) I can be relied upon to see that all essential work is organised.
2 4. My characteristic approach to group work is that: a) I have a quiet interest in getting to know colleagues better. b) I am not reluctant to challenge the views of others or to hold a minority view myself. c) I can usually find a line of argument to refute unsound propositions. d) I think I have a talent for making things work once a plan has been put into operation. e) I have a tendency to avoid the obvious and come out with the unexpected. f) I bring a touch of perfectionism to any team job I undertake. g) I am ready to make use of any contacts outside the group itself. h) While I am interested in all views, I have no hesitation in making up my mind once a decision has to be made. 5. I gain satisfaction in a job because: a) I enjoy analysing situations and weighing up all the possible choices. b) I am interested in finding practical solutions to problems. c) I like to feel I am fostering good working relationships. d) I can have strong influence on decisions. e) I can meet people who may have something new to offer. f) I can get people to agree on a necessary course of action. g) I feel in my element where I can give a task my full attention. h) I like to find a field that stretches my imagination. 6. If I am suddenly given a difficult task with limited time and unfamiliar people: a) I would feel like retiring to a corner to devise a way out of the impasse before developing a line. b) I would be ready to work with the person who showed the most positive approach, however difficult he/she might be. c) I would find some way of reducing the size of the task by establishing what individuals might contribute. d) My natural sense of urgency would help to ensure that we did not fall behind schedule. e) I believe I would keep cool and maintain my capacity to think straight. f) I would retain steadiness of purpose in spite of all the pressures. g) I would be prepared to take a positive lead if I felt the group was making no progress. h) I would open up discussion with a view to stimulating new thoughts and getting something moving. 7. With reference to the problems to which I am subject in working in groups: a) I am apt to show my impatience with those who are obstructing the process. b) Others may criticise me for being too analytical and insufficiently intuitive c) My desire to ensure that work is properly done can hold up meetings d) I tend to get bored rather easily and rely on one or two stimulating members to spark me off e) I find it difficult to get started unless goals are clear. f) I am sometimes poor at explaining and clarifying complex points that occur to me g) I am conscious of demanding from others the things that I cannot do myself h) I hesitate to get my points across when I run up against real opposition
3 EIGHT DIFFERENT TEAM ROLES - which together can provide the major requirements for successful teamwork: {Chairman (CH) The team controller LEADERSHIP ROLES { { Shaper (SH) The slave driver { Resource Investigator (RI) Creative negotiator NEGOTIATOR ROLES { { Team Worker (TW) Internal facilitator { Plant (PL) Source of original solutions INTELLECTUAL ROLES { { Monitor Evaluator (ME) Analyser of problems { Completer Finisher (CF) Guarantees completion MANAGER/WORKER { { Company Worker (CW) Effective organiser YOU WILL SEE FROM THE SCORES ON THE TABLE WHICH ROLES YOU MOST NATURALLY FIT Eg for section 1 if you gave 3 points to sentence g then that will be 3 points to add to your Company Worker score and so on. SECTION TOTAL Company Worker g a h d b f e Chairman d b a h f c g Shaper f e c b d g a Plant c g d e h a f Resource Investigator a c f g e h d Monitor Evaluator h d g c a e b Team Worker b f e a c b h Completer Finisher e h b f g d c
4 SPI - INTERPRETATION Summarised, Belbin's categories of role and role behaviour look like this: TYPE SYMBOL TYPICAL FEATURES POSITIVE QUALITIES ALLOWABLE WEAKNESSES "Company Worker" CW Conservative, dutiful Organising ability, practical common Lack of flexibility, unresponsive to predictable and reliable sense, hardworking, self discipline unproven ideas, Concern to maintain the status quo. "Chairman" CH Steady, patient, self-confident, A capacity for treating and welcoming No more than ordinary in terms controlled. all potential contributors on their of intellect or creative ability. merits and without prejudice. A strong sense of objectives and task achievements. "Shaper" SH Highly strung, outgoing Drive and a readiness to challenge Proneness to provocation, irritation dynamic. inertia, ineffectiveness, complacency and impatience. or self-deception "Plant" PL Individualistic, serious- Genius, imagination, intellect, Up in the clouds, inclined to disregard minded, unorthodox knowledge, Does the right things practical details or protocol. Out of step (usually). with culture. "Resource RI Extroverted, enthusiastic, A capacity for contacting people and Liable to lose interest once the initial Investigator" curious, communicative exploring anything new. An ability fascination has passed. to respond to a challenge. "Monitor Evaluator" ME Unemotional, cautious, Judgement, discretion, hard-headedness. Lacks inspiration or the ability to analytical. Does thing right. motivate others. Over concern with getting things right. "Team Worker" TW Socially orientated, rather mild, An ability to respond to people and to Indecisiveness at moments of crisis. Sensitive. situations and to promote team spirit. Being too kind to others or over anxious about individuals. "Completer finisher" CF Painstaking, orderly A capacity for follow-through. A tendency to worry about small things conscientious, anxious Perfectionism. A reluctance to 'let go'
5 TEAM ROLES -DESCRIPTIONS The Chairman is the social leader if the group, he clarifies group objectives and sets its agenda. He is likely to be extrovert, stable and dominant in a relaxed, non-aggressive manner. He guides, co-ordinates and sets criteria but it is unlikely that he is very creative in himself. He is a good communicator, who can focus people on their strengths, and is likely to have the respect of the group members. The Shaper is the task leader of the group, giving shape to the application of team effort, trying to unite ideas and produce patterns. He exhibits the characteristics of an anxious, dominant extrovert; he is full of nervous energy, easily frustrated and quick to challenge and question and to take up challengers. Intolerant of looseness in structure of ideas, he exudes self-confidence which often belies his own self-doubts. He sees the team as himself, an extension of his own ego; he wants to and does make things happen. The Plant is the ideas man of the group, the most imaginative and usually the most intelligent. He is most likely to start looking for original, innovative approaches to the problem, but is himself more interested in fundamentals and principles than in detail. This leads him sometimes to make careless mistakes and there is a danger that he forgets what the group is there for. He tends not to like criticism of his ideas - when this happens he may respond aggressively or withdraw. The chairman may have to work hard to get the best out of him but careful nurturing will encourage his creativity. The Monitor Evaluator is the analyst of the group, not likely to produce original ideas but the person who is best at assimilating, interpreting and evaluating large volumes of data; he is likely to keep the group on the rails towards its objectives and stop it from moving in spurious directions. He tends to be cool, dispassionate and the least motivated member of the group. This can lower moral when he is a damper at the wrong time. The Company Worker is the practical organiser of the group. He turns the ideas of the plant and the shaper into manageable tasks, sorting out what is feasible and possible. He likes a stable structure and commitment to a disciplined course of action. Any sudden changes of direction may unsettle him. Extremely down to earth, he may be over competitive for status in the group within which he certainly knows what's going on. The Resource Investigator is the "Mr Fix-it" of the group. He always knows someone who knows someone who can help in the situation. He tends to be immediately likeable, very relaxed and sociable, positive and enthusiastic. His enthusiasms may not last very long as he quickly loses interest in routine tasks. He works best under pressure and helps maintain enthusiasm and moral. The Team Worker is the mediator within the group. He is very sensitive to atmosphere, very aware of individual needs and worries. Extremely loyal to the team, likeable and popular, he builds on others' ideas, listens and communicates well and encourages the other members. He manages conflict, smoothes out difficulties or ruffled egos and his contribution is particularly valuable when the group is in difficulty. The Finisher is the progress chaser of the group. He worries about what might go wrong and is only happy when he has personally checked every detail. He always seems to be in a hurry, working to a deadline, compulsive about order and impatient and intolerant of the more casual members of the group. There is a danger that he might get bogged down in detail (unlike the plant) and his anxiety might bother the group but he certainly helps to keep it to its task schedule.
6 TABLE OF NORMS FOR SPI LOW AVERAGE HIGH VERY HIGH AVERAGE 0-33% 33-66% 66-85% % SCORE CW CH SH PL RI ME TW CF
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