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cross-functional teams

Innovation Workflow

Posted on 10.21.20

Watch the 37-second video summary and then read on for full details!

For several weeks we have been discussing the Wagile product development process. 

  • Wagile Philosophy
  • Wagile Roles
  • Wagile Stages
  • Wagile Gates
  • Wagile Tools
  • Wagile Activities

Wagile is a hybrid project management process that blends the discipline of a waterfall system (“W-”) with the adaptability of an agile process (“-agile”).  Customer orientation is a key component of Wagile. 

Like all project management approaches, Wagile follows four primary steps that link to team behaviors.  You can learn more about Wagile in our upcoming 2-hour course on 10 November (2-4 pm CST) and you can learn more about team behaviors in an article here.  The innovation workflow is described below. 

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Generate Ideas

The first step in any project is to define and describe the purpose of the effort.  It may be as simple as “freshen up the garden at my house” to as complex as “build a new petrochemical plant”.  Regardless of the scale of the project, we always start with defining the scope of work.  In innovation, we must also discover customer needs and identify potential product functions and concepts to address those needs. 

When you look around your organization, who is best suited to help generate ideas?  In the language of Team Dimensions, we call these folks “Creators”.  Creators enjoy coming up with new ideas and can formulate concepts that are interesting and creative.  Successful innovation teams balance Creators with other work styles to ensure they capture disruptive ideas. 

Build Support

Once we have generated an attractive product concept, the innovation workflow moves to gathering support for the idea.  This includes negotiating resources and investing in preliminary testing.  Other activities at this stage involve concept testing with potential customers to refine the idea.  A set of tools and an approach called Design Thinking is extremely beneficial at this stage.  You can learn about Design Thinking at our complimentary Q&A webinar on 11 November 2020.  Register here – spaces are limited so we can ensure an interactive discussion!

Team members called “Advancers” are skilled at generating product support at this phase.  Advancers split behaviors of capturing new ideas and putting them into a familiar context.  This is why we want to have team members that are exceptional at listening and promoting as part of the innovation team. 

Create the Project Plan

Some people are really good at planning.  Of course, we want these folks, who we call “Refiners” in Team Dimensions language, to layout the required work to accomplish project goals. 

As history teaches us, no project plan is perfect.  However, we do need to plan the work and convert customer needs into actionable tasks.  That is the real purpose in creating a project plan.  An added bonus of planning is that we are able to better anticipate risks and building quality to both the process and the product.  (Read more about Risk Analysis in a special download for the University of Houston Sustainable Energy Development course materials here.)

Execute the Work

We only earn revenue when we complete a project and commercialize the new product innovation.  We need to do the work of the project!  Team members will build and test the product at scale during the execution stage. 

Folks that are good at executing are usually good at troubleshooting.  Their behaviors are methodical and normative.  They can convert 2D drawings into functional, working equipment.  In Team Dimensions, we call the people that love to get their hands dirty “Executors”. 

Work Styles and Workflow

Successful innovation teams match the preferred work style of team members with the phase of the innovation workflow.  Employees are happiest – and most productive – when they are working on tasks they enjoy.  Each of us can stretch beyond our preferred work style (Creator, Advancer, Refiner, Executor) to do other tasks.  Yet we can accelerate the innovation process the most when we match preferences of work styles with workflows. 

Learn More

Recently, I discussed the benefits of the Team Dimensions model at the Texas ACMP Conference this year and with Chad McAllister on the Everyday Innovator podcast.  You can listen to the podcast here (about 30 minutes). 

When you join the Life Design Master Mind group, we will review your work style assessment in a confidential one-on-one coaching session and you will learn to apply Design Thinking skills to personal and professional decisions.  Register for the complimentary introductory session here (11 November 2020 at 11 am CST). 

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About Me

I am inspired by writing, teaching, and coaching.  I tackle life with an infusion of rigor, zeal, and faith.   It brings me joy to help you build innovation leaders.  Teresa Jurgens-Kowal is an experienced innovation professional with a passion for lifelong learning with a PhD in Chemical Engineering and an MBA in Computer and Information Decision Making.  My credentials include PE (State of Louisiana), NPDP, PMP®, and CPEM, and I am a DiSC® certified facilitator.  Contact me at [email protected] or area code 281 + phone 787-3979 for more information on coaching for entrepreneurs and innovators.

3 Myths about Innovation Teams

Posted on 07.18.19

As much as corporate leaders talk about the importance of innovation, they still complain about a lack of results.  Innovation is not magical nor is it easy.  Successful new product development (NPD) relies on deploying the right technology at the right time into the right market segment.  Complicating the situation even more is that you count on effective, cross-functional teams to ideate, design, develop, and sell the new products.  Yet building productive innovation teams requires leadership skills and temperance. 

Of course, lots of managers think that teamwork is easy – just pull together a group of people, tell them what to do, and then sit back waiting for the results.  Unfortunately, most of us have learned it’s not so easy to build and sustain effective, cross-functional innovation teams.  Let’s look at some myths of team building and how you can invert these assumptions to accelerate your innovation programs. 

Myth #1 – All Engineers are the Same

Or we could say all designers are the same and all marketers are the same and all salespeople are the same.  This myth is busted as soon as you consider your work colleagues on your existing and previous NPD teams.  We all know engineers who are extraverts, designers who are methodical, marketers who are analytical, and salespeople who are quiet and reserved. 

One way to better understand the work styles of your teammates and to build open communication is through the DiSC® Workplace assessment.  DiSC identifies a preferred work style for each team member:  dominant, influential, supportive, or conscientious.  While many engineers have a conscientious work style – with a preference for analytical, “heads-down” work – others are also dominant, influencing, and supportive.  The same goes for designers, marketers, and salespeople. 

When your team completes a DiSC assessment, it opens new conversations and builds camaraderie among the team members.  As an innovation team leader, you can match tasks and activities to the work style preferences of your team members.  When team members understand what drives motivation for others, productivity improves.  And when productivity improves, new products get to market faster spurring profitability.

Myth #2 – Everyone is Equal

Another assumption I see in my work with innovation teams is that managers assume everyone is equal.  As a Christian and as an American, I do believe everyone has equal opportunity, but not everyone has equal skill, nor should we populate an innovation team in exact percentages. 

Sometimes, managers make the assumption that if there are 100 hours of project work, then each of the five team members needs to 20 hours of work. Unfortunately, this situation is exacerbated by Myth #1 so that all the R&D work is assumed to be done by engineers and all of the marketing work to be done by the marketing department. 

Cross-functional teams increase the go to market rate and profitability of new products because the team members are not equal.  Each individual brings his or her own experiences to the team.  These experiences include successful and failed product launches in similar product categories, global customer knowledge, and lessons learned. 

The Team Dimensions Profile model teaches us that innovation projects go through stages of initiation, selling the idea, organizing for implementation, and actually designing and building the new product.  We rely more heavily on creative personalities to generate ideas at the front-end and more analytical work styles to organize and execute the project tasks near the back-end.  Cross-functional team members will find that as they understand which team members are “idea people” and which are “executors”, they will work together more effectively. 

Moreover, using a common vocabulary of our work style preferences can help moderate the pace of work. Creators are tasked to a higher degree when an NPD project is initiated but need to tamp down their style when operations and manufacturing decisions are made.  Understanding how each team member is unique – and not equal – enhances communication and improves the quality of new product delivery. 

Myth #3 – Teams Don’t Change

Unfortunately, I’ve met some very cynical managers in my time.  They assume that they’ve been saddled with a group of people to do work and that no one can change.  Carol Dweck describes this as a fixed mindset.  (Read my book review of “Mindset:  The New Psychology of Success” here.)

The fixed mindset assumes talent is given at birth and cannot ever change.  Knowledge is like a reservoir that empties over time and cannot be refilled.  In contrast, a growth mindset is one that cheers on failure for the sake of learning and praises baby steps because those baby steps will become leaps of knowledge in the future.  Great innovation leaders exhibit the growth mindset and challenge teams to find new ways of working.  One model of building effective, cross-functional teams is through the Five Behaviors of a Cohesive Team®. 

In Five Behaviors, team members assess their levels of trust, conflict, commitment, accountability, and results.  They learn how their work styles influence their responses in different team situations and how to manage conflict in a healthy way.  Applying a growth mindset, teams learn new ways to commit to project goals and to achieve mutual accountability.  And over time, the needle moves on trust to demonstrate the building of an effective team innovation team. 

How Do You Bust Team Myths?

Innovation is critical to the success of every business.  The product life cycle is shrinking so that companies need to launch more and better products faster just to keep pace with global competition.  But managers often fail to build the appropriate infrastructure to support and nurture NPD teams. 

First, job titles are not reflective of a team member’s work style.  Use a DiSC assessment to understand and share work style preferences.  Team members learn new skills and can adapt to situations across the NPD life cycle better as they begin to understand each other at a deeper level.

Next, everyone is not equal at all times on every project.  Successful innovation teams capitalize on different skills at various points in the NPD process.  Creators are great at brainstorming ideas, advancers can sell the concept to executives and customers, refiners analyze and organize relevant processes, and executors design and build the new product.  Each unique team member contributes to the project based on his or her experiences in life lessons.  The Team Dimensions Profile helps the team recognize how each person can excel and help each other during the different stages of the product development life cycle.

Finally, people can change and want to grow and learn.  A fixed mindset will doom any innovation project to failure.  Instead, adopting a growth mindset and teaching the team about trust, conflict, and accountability will build cohesiveness, yielding tangible financial results. 

Learn more

Act now to improve the effectiveness of your cross-functional innovation teams.  Space is limited in our complimentary Q&A webinars on Building Effective Cross-Functional NPD Teams.  Part 1 is 31 July at 12:00 noon CDT covering Steps 1 and 2 in the process:  team member self-awareness and managing team behaviors.  Part 2 is 28 August at 12:00 noon CDT covering Steps 3 through 5 in the process:  team processes, team charters, and virtual teams.  You will be automatically registered for Part 2 when you register for Part 1.  Anyone who attends the Q&A webinar will have access to your choice of work style assessment (DiSC, Five Behaviors, or Team Dimensions). 

Learn firsthand how applying a growth mindset can improve cross-functional NPD team effectiveness.  REGISTER NOW – spaces are filling fast!

© Global NP Solutions, LLC  

Building Innovation Leadership

This was first published on the blog at www.GlobalNPSolutions.com. 56

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