# Team Dynamics Concept Card: [Team, project or course case]

> A concept card for how work teams develop, decide and perform, as taught in the leadership and organisational
> behaviour core of a leading MBA programme: stages of development (Tuckman 1965; Tuckman and Jensen 1977) and the
> midpoint transition (Gersick 1988), psychological safety (Edmondson 1999), the conditions for team effectiveness
> (Hackman 2002), groupthink (Janis 1972), social loafing (Latané, Williams and Harkins 1979), conflict types (Jehn
> 1995), decision rules and a computed team-health survey summary. It is for MBA students in learning teams, project
> leads and managers who want to diagnose a team with evidence rather than impressions.
> Source basis: the original works cited below, written up in original words. The survey items are original. Tallow
> Creek Medical Center, Northfield Outdoor Co. and every number are fictional and were computed in Python.
> Replace every [bracketed] value and every row marked *Example*.

<!--
Guidance: How to use this template
- Read "The idea in plain language", then rebuild Worked example A in a spreadsheet: it is a complete team-health
  survey summary you can reuse for your own learning team.
- Fill every [ ] in Worked example B and solve Exercise C before you look at the answer key.
- Survey ethics: keep responses anonymous, never report a group smaller than four or five people, and share the
  summary with the team before anyone else sees it.
- Related templates: mba/mba-learning-team-charter (norms and decision rules for your own team),
  mba/mba-peer-feedback, mba/mba-group-project-report, mba/mba-leadership-guide, mba/mba-motivation-card,
  mba/mba-change-management-card, mba/mba-team-discussion-prep, mba/mba-interpersonal-dynamics-journal,
  mba/mba-negotiation-guide, product/sprint-retro, meetings/workshop-agenda, business/raci,
  academic/stats-reliability-factor-analysis, healthcare/sbar.
-->

## Document control

<!-- Guidance: Record the team, the survey round and who saw the results. Delete raw responses after summarising if your agreement with the team says so. -->

| Field | Value |
|---|---|
| Team | [Learning team / project team / unit] |
| Purpose of the review | [Example: mid-project health check before the second deliverable] |
| Survey round and date | [Round 1, YYYY-MM-DD] |
| Respondents | [n of N members; anonymous] |
| Facilitator | [Name; ideally not the formal leader] |
| Reviewed by | [Coach, professor or HR partner] |
| Version | [0.1] |
| Last updated | YYYY-MM-DD |

## Contents

- [When to use it](#when-to-use-it)
- [The idea in plain language](#the-idea-in-plain-language)
- [Formulas and notation](#formulas-and-notation)
- [Key models in more depth](#key-models-in-more-depth)
- [Assumptions and limits](#assumptions-and-limits)
- [How managers use it](#how-managers-use-it)
- [Worked example A (fully solved)](#worked-example-a-fully-solved-a-discharge-improvement-team)
- [Worked example B (half solved)](#worked-example-b-half-solved-the-second-survey-round)
- [Exercise C (unsolved)](#exercise-c-unsolved-a-store-opening-team)
- [Connections to other cards](#connections-to-other-cards)
- [Common mistakes and misconceptions](#common-mistakes-and-misconceptions)
- [Self-test questions](#self-test-questions)
- [My notes and next steps](#my-notes-and-next-steps)
- [Sources and further reading](#sources-and-further-reading)
- [Answer key](#answer-key)

## When to use it

<!-- Guidance: Use the card at three moments: when a team forms, at the midpoint of its work, and when something goes wrong. -->

**One-sentence rule:** use this card when a group of people who share a goal and depend on each other is performing
below what its members could achieve, or when you are setting one up and want to avoid the usual process losses.

| Use when | Use something else when |
|---|---|
| A learning team or project team is forming, stuck or in conflict | The issue is one person's effort or role design (mba/mba-motivation-card) |
| A team decision went badly and you want to know why | The group is not really a team (members work alone, no shared output): manage individuals |
| You must choose how a team will decide (vote, consensus, leader decides) | The question is a negotiation between parties with separate interests (mba/mba-negotiation-guide) |
| You run a pulse survey and need to read it correctly | The team faces an organisation-wide change (mba/mba-change-management-card) |

## The idea in plain language

<!-- Guidance: You should be able to explain each idea to a teammate in two sentences without jargon. -->

Steiner (1972) put the core of team dynamics in one line: what a team actually produces equals what it could produce
given its members' resources, minus **process losses** (coordination problems and lower motivation in groups), and
good process can add gains. Everything in this card is about reducing the losses and earning the gains.

**Teams change over time.** Tuckman (1965) reviewed studies of small groups and proposed four stages: forming
(orientation, politeness, testing what is acceptable), storming (conflict over roles, goals and influence), norming
(agreement on how to work and growing cohesion) and performing (energy goes into the task). Tuckman and Jensen (1977)
added adjourning, the ending of the group. Gersick (1988), observing project teams with deadlines, found a different
pattern: a team sets a framework in its first meeting, keeps it for the first half of its time, then goes through a
burst of change near the midpoint before working to the deadline. The practical lesson from both is to plan a
deliberate reset at the midpoint.

**People must feel safe to speak.** Edmondson (1999) defined team psychological safety as a shared belief that the
team is safe for interpersonal risk taking: asking a question, admitting a mistake, raising a concern. In her study,
safety predicted learning behaviour (seeking feedback, discussing errors), which in turn predicted performance.
Nembhard and Edmondson (2006) found in hospital teams that leader inclusiveness raised psychological safety and that
professional status shaped who felt safe to speak. Safety is not comfort or low standards: high safety with high
accountability is the learning zone.

**Teams need the right conditions.** Hackman (2002) argued that leaders cannot directly make a team great, but they
can create five conditions that raise the odds: a **real team** (clear membership, real interdependence, some
stability), a **compelling direction**, an **enabling structure** (task design, size and mix, norms of conduct), a
**supportive organisational context** (rewards, information, training and resources) and **expert coaching** at the
right moments. Wageman, Hackman and Lehman (2005) built a diagnostic survey on these conditions.

**Groups make predictable errors.** Janis (1972) described groupthink: highly cohesive groups under pressure, insulated
from outside views and led directively, seek agreement so strongly that they stop testing alternatives. Symptoms
include an illusion of invulnerability, collective rationalisation, stereotypes of outsiders, self-censorship, an
illusion of unanimity, pressure on dissenters and self-appointed "mindguards". Stasser and Titus (1985) showed that
groups spend most of their discussion on information everyone already knows and neglect information held by only one
member. Latané, Williams and Harkins (1979) showed that individual effort falls as group size rises (social loafing);
Karau and Williams (1993) found the effect is smaller when individual contributions are identifiable, the task
matters to people and the group is valued.

**Conflict is not one thing.** Jehn (1995) separated task conflict (disagreement about the work) from relationship
conflict (personal friction); Jehn and Mannix (2001) added process conflict (who does what and how). Relationship and
process conflict usually hurt. Task conflict was once thought to help, but the meta-analysis by De Dreu and Weingart
(2003) found it was, on average, also negatively related to performance; whether debate helps depends on trust,
psychological safety and how it is handled. The goal is open, respectful debate about ideas, kept separate from
personal friction.

## Formulas and notation

<!-- Guidance: These are simple formulas; the skill is interpretation. Learn the agreement index and the communication-links formula. -->

Communication links in a team of $n$ people (why large teams coordinate badly):

$$
L = \frac{n(n-1)}{2}
$$

Team-health scale score for respondent $j$ on a scale of $k$ items, team mean and standard deviation:

$$
s_j = \frac{1}{k}\sum_{i=1}^{k} x_{ij}, \qquad \bar{s} = \frac{1}{m}\sum_{j=1}^{m} s_j, \qquad
SD = \sqrt{\frac{\sum_j (s_j - \bar{s})^2}{m-1}}
$$

Agreement within the team, single-item form of $r_{wg}$ (James, Demaree and Wolf 1984), using the variance of a
uniform "no agreement" distribution over $A$ response options:

$$
r_{wg} = 1 - \frac{SD^2}{\sigma^2_{EU}}, \qquad \sigma^2_{EU} = \frac{A^2 - 1}{12} = 4 \text{ for a 7-point scale}
$$

Majority rule with $n$ independent members who are each right with probability $p$ (Condorcet's jury theorem, 1785):

$$
P(\text{majority right}) = \sum_{k=\lfloor n/2 \rfloor + 1}^{n} \binom{n}{k} p^{k} (1-p)^{n-k}
$$

Process loss (Steiner 1972): actual productivity = potential productivity - process losses (+ process gains).

| Symbol | Meaning | Unit |
|---|---|---|
| $n$, $m$ | Team size, number of respondents | people |
| $L$ | Pairwise communication links | links |
| $x_{ij}$ | Response of person $j$ to item $i$ | 1 to 7 |
| $s_j$, $\bar{s}$ | Person's scale score, team mean | 1 to 7 |
| $SD$ | Sample standard deviation of scale scores | scale points |
| $r_{wg}$ | Within-group agreement (1 = full agreement; 0.70 is a common rule-of-thumb cut-off) | 0 to 1 (can go below 0) |
| $p$ | Probability that one member judges correctly | 0 to 1 |

Applying the single-item $r_{wg}$ to scale scores is a simplification; James, Demaree and Wolf (1984) give a
multi-item version, $r_{wg(j)}$, for proper research use. For a team pulse survey, the simple form flags disagreement
well enough.

```mermaid
flowchart TD
  A["Team problem or check-in"] --> B{"Is it a real team with a shared output?"}
  B -->|"No"| C["Manage as individuals or redesign the work"]
  B -->|"Yes"| D["Run the team-health survey and summarise"]
  D --> E{"Low mean or low agreement on a dimension?"}
  E -->|"Safety"| F["Leader inclusiveness, ask before telling, thank the messenger"]
  E -->|"Direction"| G["Restate goal, success measures, decision rights"]
  E -->|"Conflict"| H["Separate task from relationship issues, process agreements"]
  E -->|"Workload"| I["Make contributions visible, rebalance roles"]
  E -->|"None"| J["Keep norms, plan the midpoint review"]
  F --> K["Agree two actions, re-survey in 4 to 6 weeks"]
  G --> K
  H --> K
  I --> K
```

## Key models in more depth

<!-- Guidance: Know originator, year, the claim and one limitation for each. -->

### Decision rules and techniques

How a team decides shapes both the quality of the decision and people's commitment to it. Vroom and Yetton (1973)
framed this as a choice among styles from "leader decides alone" through "consults" to "group decides", depending on
how much decision quality and member acceptance matter and on how much information the leader holds.

| Rule *(Example)* | When it fits | Main risk |
|---|---|---|
| Leader decides after consulting | Urgent, leader has key information, acceptance likely | Members stop sharing information if consultation is token |
| Majority vote | Many options, time pressure, members roughly equally informed | A losing minority disengages; correlated views cancel the jury-theorem gain |
| Consensus (everyone can live with it) | Commitment matters, implementation needs everyone | Slow; pressure to conform; lowest-common-denominator choices |
| Unanimity | Very high stakes, each member holds a veto in practice | Deadlock; one person controls the outcome |
| Nominal group technique (Delbecq and Van de Ven 1971) | Idea generation where status gaps are large | More structure than some teams accept |
| Devil's advocacy or dialectical inquiry (Schweiger, Sandberg and Ragan 1986) | Strategic choices at risk of groupthink | Role can become a ritual if ignored |

Condorcet's jury theorem shows the promise and the condition of majority voting: if members are independent and each
is right more often than not, a larger majority is more reliable; if each is right less often than not, a larger
group makes things worse. In practice the independence condition fails when members talk first and anchor on the
most senior voice, which is why techniques that collect views silently before discussion help.

### Social loafing and free riding

Loafing grows with group size and when individual inputs cannot be identified. Counter-measures follow from Karau and
Williams (1993): make each contribution visible (named sections, a contribution log), give each person a distinct and
meaningful piece, keep teams small (five to seven for most project work), and build a team people care about. The
peer feedback in mba/mba-peer-feedback is a direct tool.

### Diversity and information

Diverse teams hold more unshared information, which can improve decisions only if the process surfaces it. Ask each
member to state what they know that others may not before discussion, assign an information owner per topic, and
record dissent. Woolley, Chabris, Pentland, Hashmi and Malone (2010) reported a collective intelligence factor in small
groups linked more to equal turn-taking and social sensitivity than to the average or maximum intelligence of members.

### Conflict handling

Rahim (1983) measured five styles of handling interpersonal conflict, based on concern for self and for others:
integrating, obliging, dominating, avoiding and compromising. Integrating (joint problem solving) is the default for
task conflict; avoiding is reasonable for trivial issues or as a short cooling-off step; dominating is sometimes needed
in a safety emergency, followed by an explanation.

## Assumptions and limits

<!-- Guidance: Name the limit that applies to your team before you present conclusions. -->

| Assumption | Why it matters | When it fails and what to do |
|---|---|---|
| Stages appear in order | Tuckman's sequence is a description, not a law | Teams can loop back after a member change; use Gersick's midpoint lens for deadline teams |
| Survey answers are honest | Low-safety teams under-report problems | Keep anonymity, use a neutral facilitator, look at agreement as well as means |
| Small samples are interpretable | Six respondents give unstable means and SDs | Report ranges, avoid decimals beyond one or two places, discuss rather than rank |
| Majority members are independent | Jury-theorem gains depend on it | Collect views in writing before discussion |
| Conflict types can be separated | Task conflict can turn personal | Agree a norm: critique ideas, not people; address process issues early |
| Findings from Western, large-company samples transfer | Status, voice and conflict norms vary across cultures | Adapt items and actions with the team |

## How managers use it

<!-- Guidance: Use the routine at the start, the midpoint and the end of any team project. -->

- **Team launch.** Agree purpose, membership, roles, norms and the decision rule in a charter (mba/mba-learning-team-charter).
  Hackman's conditions are a checklist for the launch.
- **Midpoint review.** Schedule it at about half of the project time: rerun the survey, review the plan and change
  what is not working, using Gersick's finding that teams are most open to change then.
- **Psychological safety moves.** Frame work as learning ("we have not done this before, I need your eyes on it"),
  acknowledge your own fallibility, ask questions, and respond productively to bad news.
- **Meeting design.** Silent idea writing before discussion, a rotating devil's advocate for big choices, the most
  senior person speaks last, and a decision log recording the rule used.
- **Conflict routine.** Name the type (task, relationship, process), deal with process issues in writing (roles,
  deadlines), take relationship issues one to one first, and escalate according to the charter.
- **Clinical and operational teams.** Briefings, structured handovers (healthcare/sbar) and debriefs after events
  apply the same ideas under time pressure.

## Worked example A (fully solved): a discharge improvement team

<!-- Guidance: Rebuild this summary in a spreadsheet. Put the six scale scores for one dimension in B2:G2 and the formulas in H2 onwards. -->

**Situation (fictional).** Tallow Creek Medical Center formed a six-person team to cut the time from "medically ready
for discharge" to the patient leaving the ward: a ward nurse, a hospitalist physician, a pharmacist, a case manager, an
IT analyst and a patient-access coordinator. Four weeks in, the team had missed its first milestone. The facilitator
ran an anonymous survey of 15 original items, three per dimension, on a 1 (strongly disagree) to 7 (strongly agree)
scale, and computed each respondent's scale score as the average of the three items. Relationship conflict is a
reverse dimension: lower is better.

**Survey dimensions (original items, one example each).**

| Dimension | Example item (original wording) |
|---|---|
| Psychological safety | "If I point out a problem in this team, it will be taken as help, not as criticism." |
| Clarity of direction | "I could explain our team's goal and how we will measure success in two sentences." |
| Task debate (healthy) | "We openly disagree about options before we decide." |
| Relationship conflict (reverse) | "There is personal tension between some members of this team." |
| Workload fairness | "Work in this team is shared in a way I consider fair." |

**Raw scale scores (respondents R1 to R6).**

| Dimension | R1 | R2 | R3 | R4 | R5 | R6 |
|---|---|---|---|---|---|---|
| Psychological safety | 5.3 | 6.0 | 4.7 | 2.7 | 5.7 | 5.0 |
| Clarity of direction | 4.0 | 3.7 | 4.3 | 3.3 | 4.7 | 4.0 |
| Task debate (healthy) | 4.7 | 5.0 | 4.3 | 3.0 | 5.3 | 4.7 |
| Relationship conflict (reverse) | 2.0 | 1.7 | 2.3 | 4.7 | 2.0 | 2.3 |
| Workload fairness | 5.0 | 5.3 | 3.0 | 2.7 | 5.7 | 4.3 |

**Summary.** Favourable means a score of 5 or more (3 or less for the reverse dimension). The flag rule, agreed with
the team in advance: discuss a dimension if its mean is below 4.5 (above 3.5 for the reverse one) or if $r_{wg}$ is
below 0.70.

| Dimension | Mean | SD | Min | Max | Favourable | $r_{wg}$ | Flag |
|---|---|---|---|---|---|---|---|
| Psychological safety | 4.90 | 1.17 | 2.7 | 6.0 | 67% | 0.66 | Yes (low agreement) |
| Clarity of direction | 4.00 | 0.48 | 3.3 | 4.7 | 0% | 0.94 | Yes (low mean) |
| Task debate (healthy) | 4.50 | 0.81 | 3.0 | 5.3 | 33% | 0.84 | No (on the line) |
| Relationship conflict (reverse) | 2.50 | 1.10 | 1.7 | 4.7 | 83% | 0.697 | Yes (low agreement) |
| Workload fairness | 4.33 | 1.24 | 2.7 | 5.7 | 50% | 0.62 | Yes (both) |

| Column | Excel formula (row 2) |
|---|---|
| Mean | `=AVERAGE(B2:G2)` |
| SD | `=STDEV.S(B2:G2)` |
| Min, Max | `=MIN(B2:G2)`, `=MAX(B2:G2)` |
| Favourable | `=COUNTIF(B2:G2,">=5")/COUNT(B2:G2)` (reverse: `"<=3"`) |
| $r_{wg}$ | `=1-VAR.S(B2:G2)/4` |
| Flag | `=OR(H2<4.5,M2<0.7)` (reverse: `=OR(H5>3.5,M5<0.7)`) |

```vega-lite
{
  "$schema": "https://vega.github.io/schema/vega-lite/v5.json",
  "title": "Discharge team health, round 1 (Example, fictional data)",
  "width": 400,
  "height": 220,
  "data": {"values": [
    {"dimension": "Psychological safety", "mean": 4.90, "flag": "Discuss"},
    {"dimension": "Clarity of direction", "mean": 4.00, "flag": "Discuss"},
    {"dimension": "Task debate", "mean": 4.50, "flag": "Keep"},
    {"dimension": "Relationship conflict (reverse)", "mean": 2.50, "flag": "Discuss"},
    {"dimension": "Workload fairness", "mean": 4.33, "flag": "Discuss"}
  ]},
  "layer": [
    {
      "mark": "bar",
      "encoding": {
        "y": {"field": "dimension", "type": "nominal", "sort": null, "title": null},
        "x": {"field": "mean", "type": "quantitative", "title": "Team mean (1 to 7)", "scale": {"domain": [1, 7]}},
        "color": {"field": "flag", "type": "nominal", "title": "Action"}
      }
    },
    {
      "data": {"values": [{"cut": 4.5}]},
      "mark": {"type": "rule", "strokeDash": [4, 4]},
      "encoding": {"x": {"field": "cut", "type": "quantitative"}}
    }
  ]
}
```

**Reading the result.** Three lessons come out of the numbers. First, **the mean hides a person**: psychological
safety averages 4.90, which looks acceptable, but one respondent scores 2.7 and agreement is low. Without R4 the mean
would be 5.34. The same respondent reports high relationship conflict and the lowest workload fairness, so one member
is having a very different experience of the team. The facilitator must not try to identify R4; the team discusses
the pattern. Second, **direction is unclear for everyone**: clarity has the lowest mean (4.00) with high agreement
(0.94), a shared problem that fits the missed milestone and needs a leader action, not a debate. Third, debate is
borderline (4.50) and two scores sit at or below 4.3, which suggests some members hold back views.

**Actions agreed (Example).** (1) The sponsor restates the goal as "median ready-to-leave time below 2 hours on two
pilot wards within 10 weeks", with weekly data. (2) The team adopts silent written input before decisions and a
rotating devil's advocate. (3) Workload is rebuilt as a named task list with owners, reviewed weekly. (4) The
physician lead, the most senior member, speaks last in option discussions. Re-survey in six weeks.

**Decision rule check.** The team had been voting by simple majority after open discussion. With five independent
voters each right 65% of the time, the probability that the majority is right is 0.7648 (`=1-BINOM.DIST(2,5,0.65,TRUE)`),
against 0.65 for one person; with nine voters it would be 0.8283. But if members are each right only 45% of the time,
a five-person majority is right just 0.4069 of the time, and discussion before voting makes votes less independent.
The team therefore keeps majority voting for low-stakes choices and uses consult-then-sponsor-decides for clinical
protocol changes.

## Worked example B (half solved): the second survey round

<!-- Guidance: Fill every [ ] with the number and the Excel formula. -->

Six weeks later the same team repeated the survey.

| Dimension | R1 | R2 | R3 | R4 | R5 | R6 | Mean | SD | $r_{wg}$ | Change in mean |
|---|---|---|---|---|---|---|---|---|---|---|
| Psychological safety | 5.7 | 6.0 | 5.3 | 4.3 | 6.0 | 5.3 | 5.43 | 0.64 | 0.90 | +0.53 |
| Clarity of direction | 5.3 | 5.0 | 5.7 | 4.7 | 5.3 | 5.0 | [ ] | 0.34 | [ ] | [ ] |
| Task debate (healthy) | 5.0 | 5.3 | 4.7 | 4.3 | 5.7 | 5.0 | 5.00 | [ ] | 0.94 | +0.50 |
| Relationship conflict (reverse) | 1.7 | 1.7 | 2.0 | 3.0 | 1.7 | 2.0 | [ ] | 0.50 | 0.94 | [ ] |
| Workload fairness | 5.3 | 5.3 | 4.7 | 4.0 | 5.7 | 5.0 | 5.00 | 0.59 | [ ] | +0.67 |

1. Fill the gaps. [ ]
2. Which dimensions are still flagged under the agreed rule? [ ]
3. Which dimension improved most, and which action from round 1 most plausibly explains it? [ ]
4. Give one reason why the improvement might be overstated. [ ]

## Exercise C (unsolved): a store opening team

<!-- Guidance: Work from the raw item scores. Show each Excel formula. -->

Northfield Outdoor Co. formed a five-person team to open a new store in eight weeks. The psychological-safety scale
has three items, scored 1 to 7.

| Respondent | Item 1 | Item 2 | Item 3 |
|---|---|---|---|
| R1 | 6 | 5 | 6 |
| R2 | 4 | 4 | 5 |
| R3 | 6 | 6 | 5 |
| R4 | 3 | 2 | 3 |
| R5 | 5 | 5 | 6 |

1. Compute each respondent's scale score, then the team mean, SD, share favourable and $r_{wg}$.
2. Apply the flag rule from Worked example A. Is the dimension flagged, and for which reason?
3. The team has five members; how many communication links does it have, and how many would a team of eight have?
4. The store manager wants to decide the opening layout by unanimous vote. Give one advantage and two risks.
5. Week four is the midpoint. Design a 45-minute midpoint review agenda using Gersick's finding.

## Connections to other cards

<!-- Guidance: Revise in this order: motivation, team dynamics, change management, then the guide's mini-case. -->

| Card or template | Connection |
|---|---|
| mba/mba-learning-team-charter | Puts the norms, roles and decision rules from this card into a working agreement |
| mba/mba-peer-feedback | Makes individual contributions visible, the main counter to social loafing |
| mba/mba-motivation-card | Team goals, recognition and fairness are motivation levers at group level |
| mba/mba-leadership-guide | Leader inclusiveness and coaching create the conditions in this card |
| mba/mba-change-management-card | Change teams and guiding coalitions are teams with the same risks |
| mba/mba-negotiation-guide | Integrative problem solving is the same skill as integrating conflict handling |
| mba/mba-team-discussion-prep | Group interview formats reward the behaviours described here |
| academic/stats-reliability-factor-analysis | Checking that survey items measure one thing before averaging them |

## Common mistakes and misconceptions

<!-- Guidance: Read before every team review and mark the two you are most likely to make. -->

1. **Reading only the mean.** Low agreement can matter more than a low mean; one member's very different experience
   is information.
2. **Trying to find out who answered what.** It destroys the safety the survey measures.
3. **Treating psychological safety as being nice.** It is the safety to disagree and admit errors; standards stay high.
4. **Believing all conflict is good or all conflict is bad.** Separate task, relationship and process conflict and
   handle each differently.
5. **Assuming Tuckman's stages are a fixed timetable.** They describe tendencies; deadline teams often follow
   Gersick's midpoint pattern.
6. **Equating cohesion with performance.** Cohesive teams are more vulnerable to groupthink if they are insulated and
   led directively.
7. **Adding people to a late project to go faster.** Links grow with the square of team size; coordination costs
   rise.
8. **Using majority vote after an open discussion led by the senior person.** Votes are no longer independent.
9. **Over-reading tiny samples.** With six respondents, a change of 0.3 on a 7-point scale may be noise.
10. **Blaming individuals for loafing that the design invites.** Make contributions identifiable and meaningful first.

## Self-test questions

<!-- Guidance: Answer from memory, then check. Repeat after two days and after a week. -->

1. Name Tuckman's five stages (with Tuckman and Jensen 1977) and say what Gersick (1988) found instead.
2. Define team psychological safety as Edmondson (1999) did, and name the link she found to performance.
3. List Hackman's (2002) five conditions for team effectiveness.
4. Give four symptoms of groupthink and two remedies.
5. What did Stasser and Titus (1985) find about shared and unshared information?
6. Distinguish task, relationship and process conflict, and summarise De Dreu and Weingart (2003).
7. How many communication links does a 12-person team have? Give the Excel formula.
8. Five independent members are each right with probability 0.65. What is the probability that the majority is
   right? Give the Excel formula.
9. A dimension has scale scores 6, 6, 2, 6, 6, 6. Compute the mean and $r_{wg}$, and say what you would do.
10. Three conditions reduce social loafing according to Karau and Williams (1993). Name them.
11. When would you choose consensus over a leader decision after consultation?
12. A six-person team has a potential output of 10 units per person per week and produces 42. What is the process
    loss in percent, and name two likely causes?

## My notes and next steps

<!-- Guidance: One concrete action per line, with a date. -->

| Date | Note or action *(Example rows)* |
|---|---|
| YYYY-MM-DD | *Example:* Ran the 15-item survey with my learning team; clarity flagged; rewrote our goal statement |
| YYYY-MM-DD | *Example:* Introduced silent writing before decisions for the strategy case |
| YYYY-MM-DD | [Next: midpoint review on YYYY-MM-DD; re-survey after it] |

## Sources and further reading

<!-- Guidance: Cite original works in write-ups; textbooks are named only. -->

- Tuckman, B. W. (1965). Developmental sequence in small groups. *Psychological Bulletin*, 63(6), 384-399.
- Tuckman, B. W., and Jensen, M. A. C. (1977). Stages of small-group development revisited. *Group and Organization
  Studies*, 2(4), 419-427.
- Gersick, C. J. G. (1988). Time and transition in work teams: toward a new model of group development. *Academy of
  Management Journal*, 31(1), 9-41.
- Edmondson, A. (1999). Psychological safety and learning behavior in work teams. *Administrative Science Quarterly*,
  44(2), 350-383.
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  status on psychological safety and improvement efforts in health care teams. *Journal of Organizational Behavior*,
  27(7), 941-966.
- Hackman, J. R. (2002). *Leading Teams: Setting the Stage for Great Performances*. Harvard Business School Press.
- Wageman, R., Hackman, J. R., and Lehman, E. (2005). Team Diagnostic Survey: development of an instrument. *Journal of
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- Janis, I. L. (1972). *Victims of Groupthink*. Houghton Mifflin.
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  *Journal of Personality and Social Psychology*, 65(4), 681-706.
- Jehn, K. A. (1995). A multimethod examination of the benefits and detriments of intragroup conflict.
  *Administrative Science Quarterly*, 40(2), 256-282.
- Jehn, K. A., and Mannix, E. A. (2001). The dynamic nature of conflict: a longitudinal study of intragroup conflict
  and group performance. *Academy of Management Journal*, 44(2), 238-251.
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- Rahim, M. A. (1983). A measure of styles of handling interpersonal conflict. *Academy of Management Journal*, 26(2),
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  chapters on groups and teams and on conflict.

## Answer key

<!-- Guidance: Check after writing your own answers; log misses in mba/mba-error-log. -->

**Worked example B.**

1. Clarity: mean 5.17 (`=AVERAGE(B3:G3)`), $r_{wg}$ 0.97 (`=1-VAR.S(B3:G3)/4`), change +1.17. Task debate: SD 0.48
   (`=STDEV.S(B4:G4)`). Relationship conflict: mean 2.02, change -0.48 (lower is better, so this is an improvement).
   Workload fairness: $r_{wg}$ 0.91.
2. None: every positive mean is at least 5.00, the reverse mean is 2.02, and the lowest $r_{wg}$ is 0.898 (psychological safety), about 0.90.
3. Clarity of direction, +1.17, most plausibly from the sponsor's restated, measurable goal with weekly data.
4. Any one of: people answer more positively once they know results are discussed (reactivity); six respondents give
   unstable estimates; the team may have learned which answers trigger a discussion; the member who scored lowest might
   be the one who now answers differently for reasons outside the team.

**Exercise C.** (1) Scale scores 5.67, 4.33, 5.67, 2.67, 5.33 (`=AVERAGE(B2:D2)`); mean 4.73, SD 1.28, favourable 60%
(3 of 5 at 5 or above), $r_{wg}$ = 1 - 1.28^2 / 4 = 0.59. (2) Flagged for low agreement only: the mean of 4.73
is above 4.5, but $r_{wg}$ 0.59 is below 0.70. (3) 10 links for five people
(`=5*4/2`), 28 for eight (`=8*7/2`). (4) Advantage: everyone is committed to the layout. Risks: deadlock and delay
against an eight-week deadline; the most stubborn member controls the result; pressure to conform. (5) Example agenda:
5 minutes restate the goal and deadline; 10 minutes what is working and what is not (silent writing first); 10 minutes
survey results; 15 minutes decide what to change in the plan, roles and norms; 5 minutes owners and dates.

**Self-test.**

1. Forming, storming, norming, performing, adjourning. Gersick found deadline teams keep their first framework until
   about the midpoint, then change sharply, rather than moving through stages.
2. A shared belief that the team is safe for interpersonal risk taking. Safety predicted learning behaviour, which in
   turn predicted team performance.
3. A real team, a compelling direction, an enabling structure, a supportive organisational context, expert coaching.
4. Any four of: illusion of invulnerability, collective rationalisation, belief in the group's morality, stereotypes
   of outsiders, pressure on dissenters, self-censorship, illusion of unanimity, mindguards. Remedies: leader states no
   preference first, devil's advocate, outside experts, subgroups, a second-chance meeting.
5. Groups discussed mainly information that all members held before the meeting and under-used information held by
   only one member, which led to worse decisions when the unshared information pointed to the best option.
6. Task: about the work; relationship: personal friction; process: roles, logistics, who does what. The meta-analysis
   found both task and relationship conflict negatively related, on average, to team performance and to member
   satisfaction; any benefit of task conflict depends on conditions such as trust and psychological safety.
7. 66 links (`=12*11/2`).
8. 0.7648 (`=1-BINOM.DIST(2,5,0.65,TRUE)`).
9. Mean 5.33 (`=AVERAGE(6,6,2,6,6,6)`); variance 2.67, so $r_{wg}$ = 1 - 2.67 / 4 = 0.33. The mean passes, but agreement
   is very low: one member has a very different experience. Discuss the pattern as a team and offer one-to-one
   conversations without trying to identify the respondent.
10. Identifiable individual contributions, a task that is meaningful to members, a group that members value (also:
    small groups, unique contributions).
11. When implementation depends on every member's commitment, members hold information the leader lacks and there is
    time; not in an emergency.
12. Potential 60, actual 42, loss 18 units or 30.0% (`=(60-42)/60`). Likely causes: coordination losses (handoffs,
    waiting, unclear roles) and motivation losses (social loafing).

## Revision history

<!-- Guidance: Add a row for each survey round or change of actions. -->

| Version | Date | Author | Change summary |
|---|---|---|---|
| 0.1 | YYYY-MM-DD | [Your name] | First draft from the template |
| 0.2 | YYYY-MM-DD | [Your name] | *Example:* Added round 2 results and the midpoint review actions |

## Standard and licence note

Based on the original research on team development, psychological safety, team effectiveness, group decision making
and intragroup conflict cited above (Tuckman 1965; Gersick 1988; Edmondson 1999; Hackman 2002; Janis 1972; Jehn 1995;
James, Demaree and Wolf 1984). The text, survey items, worked examples, exercises and questions are original; no
published survey instrument, textbook text or case is reproduced, and Tallow Creek Medical Center and Northfield
Outdoor Co. are fictional. This card is independent and not affiliated with or endorsed by any business school,
publisher or professional body. Check your course's readings and any survey policy at your school or employer before
you rely on it.
Template licence: MIT.
