PART 1 TEAM
CHAPTER 1: Talk 11
Concept 11
Rules of Engagement 12
Rule 1: Communicate Constantly 13
Rule 2: Listen Attentively 14
Rule 3: Separate Issues from People 15
Operating Tactics 16
Stories from the Field 17
Case Study 24
CHAPTER 2: Evaluate 29
Concept 29
Rules of Engagement 31
Rule 1: Discuss Team Dynamics 31
Rule 2: Set Expectations and Monitor Results 32
Rule 3: Develop and Reevaluate a Personal Plan 33
Operating Tactics 36
v
Stories from the Field 36
Case Study 43
CHAPTER 3: Assist 47
Concept 47
Rules of Engagement 49
Rule 1: Leverage Expertise 49
Rule 2: Keep Teammates Accountable 51
Rule 3: Provide Timely Feedback 52
Operating Tactics 54
Stories from the Field 55
Case Study 62
CHAPTER 4: Motivate 67
Concept 67
Rules of Engagement 68
Rule 1: Identify Unique Motivators 68
Rule 2: Positively Reinforce Teammates 71
Rule 3: Celebrate Achievements 73
Operating Tactics 74
Stories from the Field 75
Case Study 79
PART 2 FOCUS
CHAPTER 5: Frame 87
Concept 87
Rules of Engagement 89
Rule 1: Identify the Key Question 89
Rule 2: Develop the Issue Tree 91
Rule 3: Formulate Hypotheses 95
Operating Tactics 97
Stories from the Field 97
Case Study 102
vi Contents
CHAPTER 6: Organize 109
Concept 109
Rules of Engagement 110
Rule 1: Develop a High-Level Process Map 111
Rule 2: Create a Content Map to Test Hypotheses 112
Rule 3: Design the Story Line 113
Operating Tactics 114
Stories from the Field 115
Case Study 122
CHAPTER 7: Collect 127
Concept 127
Rules of Engagement 128
Rule 1: Design “Ghost Charts” to Exhibit
Necessary Data 128
Rule 2: Conduct Meaningful Interviews 130
Rule 3: Gather Relevant Secondary Data 132
Operating Tactics 134
Stories from the Field 135
Case Study 140
CHAPTER 8: Understand 147
Concept 147
Rules of Engagement 148
Rule 1: Identify the “So What(s)” 148
Rule 2: Think Through the Implications for
All Constituents 149
Rule 3: Document the Key Insight on All Charts 150
Operating Tactics 152
Stories from the Field 152
Case Study 155
Contents vii
CHAPTER 9: Synthesize 161
Concept 161
Rules of Engagement 162
Rule 1: Obtain Input and Ensure “Buy-in”
from the Client 162
Rule 2: Offer Specific Recommendations
for Improvement 164
Rule 3: Tell a Good Story 165
Operating Tactics 168
Stories from the Field 169
Case Study 174
Afterword 223
Business School Applications 223
Consulting Firm Applications 225
Corporate Applications 226
Outcomes of the Case Study (from Tim’s Perspective) 227
Outcomes of the Case Study (from Paul’s Perspective) 229
The TEAM FOCUS Rules of Engagement 231
Index of Stories from the Field 233
List of Illustrations 237
Index 239