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6 Top YNAB Alternatives to Create a Budget
The Team Habits Primer – by Charlie Gilkey

The Team Habits Primer – by Charlie Gilkey

The Team Habits Primer - by Charlie Gilkey The Team Habits Primer - by Charlie Gilkey
The Team Habits Primer by Charlie Gilkey



Here's a pattern I've seen across two decades of working with teams: when teamwork gets hard, we assume we have a people problem. Someone's not pulling their weight. Someone's difficult. If we could just change them, work would work.

Most of the time, that assumption is wrong. You don't have a people problem — you have a team habits problem. It's not you, and it's probably not them either.

Think about it: most of us know, like, and care about our teammates. What frustrates us isn't who they are, but how work happens with them. Meetings that go nowhere. half the team doesn't know about. Projects that stall because nobody knows who owns them.

Those aren't character flaws. They're habits, and teams have habits just like people do. They're often invisible to us precisely because they're shared.

That's good news because while most people resist being changed, most people are surprisingly open to changing how the team works together. That's the core idea of my Team Habits, and it's the thread that runs through everything below.

One more thing before we dig in: you don't need to be the manager to use any of this. Every one of us participates in our team's habits, which means every one of us can be a force for improving them.

The eight principles below are a primer to the teaming of Flourishing. Like its sister page, the Productivity Primer, each principle links deeper into the body of work, so wander where your team most needs you to go.

Whether or not you have the title, the people you work with are continually asking themselves two questions: Can I trust my leaders? and Where are we going?

The trust in question is functional trust, not moral trust — the felt sense that people will do what they say, have each other's backs, and share credit. And vision isn't a plan. Teammates are surprisingly forgiving of a missing plan; they're far less forgiving of a missing direction.

It's really hard to overdo cultivating trust and sharing vision. It's surprisingly easy to underdo it. Start with the two questions and then make sure your team's goals actually point at the vision. Converting OKRs into OKPs is the fastest way I know to do that.

How this makes your team better: Trust and vision are the ground everything else stands on. When either is shaky, every other habit strains to compensate.

When a team is stuck, the tempting move is to fix a person. But your best lever is rarely changing someone; it's changing the way work flows between everyone.

Every team has broken printers — the known problems everyone works around rather than fixes. The workaround becomes the habit, and the habit becomes the culture. Naming your broken printers is often the first conversation a team has about how it actually works. It's also worth asking whether your team ever consciously decided how to work together in the first place. Most haven't, which is why so many team habits are accidents rather than choices.

How this makes your team better: People defend themselves; habits don't. Working on habits sidesteps the resistance that dooms most “people-changing” efforts.

So much team friction comes from a simple, fixable source: what's obvious to you isn't obvious to your teammates. Making the obvious explicit about priorities, standards, and who's doing what surfaces just how much wasn't actually shared.

The corollary is to stop expecting your teammates to be mind readers. Unspoken expectations aren't expectations; they're disappointments you've scheduled in advance. One of the highest-leverage documents you can write is a Guide to Working with Me, and building shortcodes gives your team shared language that speeds everything up.

How this makes your team better: Most duplicated work, dropped balls, and simmering resentment trace back to something obvious to one person and invisible to everyone else.

Belonging has become an HR buzzword, which is a shame because it's one of the most practical performance levers a team has. When people feel they belong, they surface problems earlier, ask for help sooner, and stay engaged through hard seasons. That's not the soft stuff; that's the stuff everything else is built on.

And belonging isn't built through offsites and trust falls. It's built through small, repeatable habits: the #1 rule for being a great teammate takes thirty seconds to , and the weekly check-in and check-out practice (premium) builds communication and trust at the same time, with a worksheet to run it.

How this makes your team better: Teams with real belonging catch problems while they're still cheap. Teams without it find out about problems in exit interviews.

Your team's capacity isn't the number of people on it or the hours they work. It's the number of focus blocks they actually have for the projects that matter.

Run that math honestly, and you'll usually find the real problem: too many projects for the focus blocks available. That's also the root of a lot of team burnout and why the fix is subtracting projects, not squeezing people. While you're at it, learn your team's optempo (premium) so you stop planning as if every month were the same.

How this makes your team better: Plans built on real capacity get finished. Plans built on headcount math get heroics, slippage, and burnout.

A one-hour meeting with six people is never one hour. It's six-plus hours of team capacity, and that's before the switching costs.

That math isn't an argument against meetings but instead an argument for building them well. The six meeting blocks keep meetings on point and the last block matters most: five minutes to capture decisions and next actions, so nobody leaves asking why you met.

And whatever you do, stop stacking meetings back-to-back. The recovery time between them isn't slack; it's what makes the meetings worth having.

How this makes your team better: Meetings are where your team's habits are most visible and most expensive. Improve them and everything downstream improves.

Teams don't just suffer from bad decisions; they suffer from unclear ones. Who decides? Who's consulted? What kind of decision is this? Teaching your team the three types of decisions clears up most of that confusion in one conversation.

Then look at your decision-making habits over time. Decision fatigue wears out individuals, but it burns out teams, especially when every decision gets punted upward or “taken offline” instead of being decided in the room or given to the person who actually owns the decision.

How this makes your team better: Clear decision habits mean more of the right stuff gets done , with less second-guessing and rework.

When teams want to improve, they add: new tools, new processes, new initiatives. Addition is easy and subtraction is hard. Make subtraction a team habit, not a someday activity.

Give your team explicit permission to release outdated tasks. Much of what's on their lists no longer matters, and they know it, but nobody's said it out loud. And if your team has been running hot, remember that Dunkirk spirit burns teams out. It's far cheaper to prevent the overexertion than to pay off the debt it leaves behind.

How this makes your team better: Every outdated commitment you subtract returns focus blocks to the work that matters. Subtraction is the cheapest capacity you'll ever find.

Where do you and your team stand? Take the Team Habits to see which of the eight kinds of team habits will give you the best return, and grab the Team Habits resources and worksheets to start your team's first rocket practice.

If you want to go deeper with me directly, the monthly Strategy Sessions are where I work these ideas in real time with leaders. It's part of the premium , along with the premium teaming guides and worksheets linked above.

And remember: your team's habits were learned, which means they can be relearned. You don't need a title, a mandate, or a reorg. You need one habit, changed together.

Which principle hits closest to home for your team? Start there, and I'd love to hear how it goes.



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6 Top YNAB Alternatives to Create a Budget

6 Top YNAB Alternatives to Create a Budget