Apply leadership style that fits the type of follower (e.g. D1 = S1)
There are many variations but this is a method to properly analyze a problem and find a solution; a process that is circular and is a neverending evaluation towards a solution. Use it for small problems are large robot design strategy.
STEP 1: DEFINE THE PROBLEM
Clearly define the context of the problem as it relates to the critical path or overall team objective
Should answer why the task or project is occurring
Properly defined problems produce effective solutions or results
What is REQUIRED? What are the CONSTRAINTS?
What are the NEEDS or MUST DOs?
What are the WANTS or MAY DOs?
What are the AVOIDs or MUST NOT DOs?
Use brainstorming and data collection ("SHOW ME THE DATA")
Add amplifying support statements as needed
Establish goals if applicable
STEP 2: ANALYZE THE PROBLEM
Conduct research
Steal from the best, then invent the rest
Understand not only what other teams have done, but why they did it that way
Collect more data
Take measurements
Use CAD sketches to explore
Understand the root cause to avoid finding solutions to symptoms only
Ask 5 WHYs: Ask why enough times and you will find the true root cause of the problem (link)
Use Pareto's 80/20 Principle: 80% of the problem comes from 20% of the causes (link)
Use Fishbone Cause/Effect Diagrams: Brainstorm man, method, machine, and material causes that lead to the problem or effect (link)
Revisit STEP 1 if needed to redefine the problem more clearly
STEP 3: IDENTIFY SOLUTIONS
Generate Solutions that address the root cause
Consider all options
STEP 4: CHOOSE SOLUTION
Establish a criteria for choosing a solution using tools such as:
Team Capabilities (Know Your Limits!)
Pros vs Cons Table
Risk vs Reward
Cost vs Benefit
Weighted matrix of priorities
Compare solutions against goals and objectives established in STEP 1
Evaluate then choose the most suitable solution
STEP 5: PLAN OF ACTION
Develop an Action Plan
Follow RACI model:
Determine who is RESPONSIBLE (the Lead)
Determine who is ACCOUNTABLE (team member)
Determine who needs to be CONSULTED with
Determine who needs to be INFORMED (mentor)
Determine deadline for completion-
Include specific details of task to be accomplished
Should clearly answer all questions on what needs to be done
STEP 6: IMPLEMENT
Track progress of action plan
Evaluate/test results
Show the data, images, videos
State the conclusion to the problem
Show results against goals and objectives in Step 1
Redefine Step 1 as needed
CRM is a Human Factors based discipline to effectively use all resources to achieve the highest possible safety on an aircraft flight deck between multiple crew members. It's proven concept that can be used to evaluate the effectiveness of a leadership team outside of the flight deck as well. If CRM breaks down, achieving team objectives will be compromised. This concept helps identify breakdowns in team cohesion that can be solved using the 6-step problem solving process when needed. Elements of CRM are decision making, planning, communication, workload management and monitoring.
DECISION MAKING: involves a systematic approach using all available information and tools to make an informed and prioritized decision
Leads have the ultimate final authority, although team consensus is the preferred method of decision making
Use all inputs from team members
Use tools such as cost benefit analysis, risk vs reward, pro vs con or weighted decision matrix to help gain consensus
PLANNING: if you fail to plan, you plan to fail;
Use tools such as the 6-step problem solving process to properly define the problem and develop an appropriate plan
Start with team objectives, constraints and requirements
Have the voice of the customer to start with -- who is this for and what does "good" look like?
COMMUNICATION: Communication is essential for a cohesive team that has a "shared mental model"
Leaders must communicate a plan and expectations
Team members must communicate progress or issues
Everyone should always seek feedback for improvement; team performance thrives on open feedback
WORKLOAD MANAGEMENT: Managing the workload is critical to ensure timelines are met and to avoid task saturationi by any one team member
Engage the team to spread the work to foster unity of effort
Plan to work in parallel and strive to eliminate bottlenecks (ie. work stops)
Follow the Sith Lord Concept (Always 2 there are...): if one person is absent, a back up is ready to carry the task forward; work can never stop in a time constrained environment like FRC
If you want to go fast, go alone; if you want to go far, go together
MONITORING: When a plan is being executed, it must be monitored to ensure it is moving in the right direction
Leaders must always monitor progress towards meeting deadlines
All team members must back up team leadership and monitor the team trajectory and communicate if they see the potential of missing goals or deadlines
Everyone should be engaged and know the plan to properly monitor
Managing tasks for a large team requires a top-down task management system. Without a disciplined process, 70 unique minds can run random projects with little mentor guidance that can result in no definitive benefit in the end. The team's Program Manager (PM) App is the starting point of communicating assigned tasks. This is the launch point for workflow management using Slack Lists. Weekly agenda meetings will start with the PM and ensure understanding among mentors, coaches and student team leadership before communicating to the team. Any new projects or tasks being considered will be listed on the agenda slides first for discussion and approval.
WEEKLY AGENDA SLIDES:
Includes PM tasks and upcoming tasks/events
Tasks/projects in development start on the agenda slides
When tasks/projects are ready to be started, it will be transferred to the PM and Slack List
Slides will be completed before the weekly mentor meeting and presented to the team at the first practice after the mentor meeting
PROGRAM MANAGER (PM) APP:
High level tasks populated with who is responsible and when it is due
Tasks developed with student leadership input but normally incorporated by the Program Manager mentor
Each task is linked to a slack list where the team/project/task lead will develop subtasks and assign tasks to accountable subteam members
The team will only work on or allocate resources towards specific tasks and projects listed on the program manager app
PM Line Entry Steps:
PM Mentor adds a PM line item, assigns the SITH LORDS and start/end bar
PM Mentor creates Slack List and links to PM line item
Slack List shared (with edit rights) with the SITH LORDS and all mentors/coaches
Includes in description bar the SITH LORDS and assigned MENTOR that will provide oversight
Slack List starts with a subtask that provides instructions on how to develop the plan and subtasks:
Instructions for the SITH LORDS and assigned MENTOR on how to develop subtasks, the scope of the task and links to additional resources needed
Task plan review with assigned mentor
SLACK LIST:
Linked to the Program Manager
Rules of Engagement:
No Slack List will be used that is not tied to the program manager
Lists will be shared, with edit rights, to the student leader responsible
Slack Preference Setup (for efficient workflow management):
Notifications:
Turn on notifications for ALL NEW MESSAGES (to include on mobile devices)
Navigation:
Show tabs for Huddles, Lists at a minimum (no DM)
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