Lucky Three

“Fortune favors the bold.”

Team Members:

Alexandra Phillips

Brooke Lewis

Eric Medina

Krysta Freund

Marlene Mendez

Saloni Rana
Team 3: The Lucky 3

TABLE OF CONTENTS
Vision…………………………………………………………………………………………….. 2

Mission…………………………………………………………………………………………….2

Goals…………………………………………………………………………………………….2-3

Roles…………………………………………………………………………………………….4-5

Ground Rules……………………………………………………………………………………5-6

Team’s Work Plan for the Semester……………………………………………………...…... 7-14

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Team 3: The Lucky 3

VISION
Our vision is to exceed expectations through successful teamwork; combining our unique perspectives
and ideas, coupled with effective communication and dedication to ensure success. We strive to be a
cohesive team that produces exemplary assignments, while effectively interacting with, learning from,
and growing with each other.

MISSION
The Lucky Three team is founded by diversely skilled individuals dedicated to achieving a higher level
of output through collaboration. Our shared commitment to learn with and from each other along with
our aspiration for submitting impressive work is our team’s fundamental purpose. As a team, we will
maintain a high level of work ethics, cohesiveness, and cooperation throughout any unprecedented
challenges we face. Lastly, we will implement the knowledge that we have gained from the coursework
and our teamwork to achieve our goals in our future undertakings and ventures. We will implement the
knowledge of managing team dynamics including our understanding of demonstrating positive
leadership skills to future environments/circumstances.

GOALS
1st Goal: Establish an environment where team members are comfortable expressing their
opinions towards the team’s collaborative goals.

Tasks:

• Get to know one another personally outside of work/school mode to establish relationships.
• Allow team members to choose roles that best fit their interests so that productivity is
maximized.
• Actively listen and engage with team members.

Metrics:

• Team scribe will be taking note of meeting attendance and should expect a minimum of 95%
attendance rate to maintain transparency between teammates.
• Complete TKI and FIRO-B surveys and set roles based on working styles.

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Team 3: The Lucky 3

• Implement polls into our decision-making whenever the team is trying to decide on the best
course of action that requires multiple options.

2nd Goal: Maintain a high level of efficiency throughout individual and group tasks.

Tasks:

• Keep team members accountable for team and class deadlines.

• Meticulously follow team charter work plan in order to maintain level participation.
• Actively participate in the blackboard forum and thread discussions.
• Ensure projects are abiding by the expected requirements.

Metrics:

• Each team member will join the weekly call unless they present a valid excuse no less than 24
hours before the meeting.
• Achieve 100% completion rate for all required team assignments.
• Score a minimum of 85% on the knowledge checks.
• Have at least two members of the team proofread the final version of the team project before
submission.

3rd Goal: Use our knowledge about team dynamics to enhance our skills internally and externally.

Tasks:

• Use TKI and FIRO-B surveys in order to gauge where team members best complement one
another in team dynamics.
• Establish support in areas where team members would like to improve or gain new knowledge.
• Pinpoint learnings that team members intend to implement in their personal careers.

Metrics:

• Team members will complete the Team Functioning Survey after every major project and will
use this as a major topic of conversation in the following weekly meeting to consider areas of
improvement.
• Completion of required readings provided by the professor.

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Team 3: The Lucky 3

ROLES
Coordinator (Eric Medina)

• After taking input from all other team members create a team agenda and plan.
• Progress for each assignment should be evaluated.
• Manage team activity consistently to make sure that recommended outlines decided by the group
are met.
• Assigns tasks and responsibilities and distribute it among team members.

Scribe (Marlene Mendez)

• Schedules Team meetings through Zoom platform.

• Records thoughts and ideas that the group comes up with.
• Responsible for ensuring attendance is taken during scheduled meetings.
• Note down the minutes of the weekly meeting and share it under the team meetings forum on
blackboard.

Project Manager /Timekeeper (Krysta Freund)

• Keeping the team on schedule on all tasks for assignments and monitoring their respective due
dates.
• Ensure the efficiency of team meeting by keeping a track of time spent on discussion.
• Assist in planning, organizing, and executing team projects which need to be submitted in an
efficient and effective manner.
• May call an emergency meeting(s) to bring the team back on task, if required.

Facilitator (Saloni Rana)

• Assists the group with communicating and working together successfully accomplish goals.
• Serves as a backup to the coordinator when needed.
• Assuring that team members participate in group discussions and contribute their thoughts and
ideas to the assignment.

Editor (Alexandra Phillips)

• To ensure accuracy and clarity, revise material for the group; review material as needed.
• Serves as another backup for the coordinator; however to solely make sure outline requirements
are being met for the group.
• Helps the Graphics and Presentation Manager with overall presentations of the materials.
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Team 3: The Lucky 3

Graphics and Presentation Manager (Brooke Lewis)

• Provide appropriate graphics for presentations regarding the team’s work.

• Make recommendations for the final product delivery holistically.

All Team Members

• To make sure that the quality of our work is of the highest degree, any team member is able to
assist in any of these roles to guarantee success.
• Everyone is responsible for speaking up immediately to secure that protocol is followed, for the
best outcome for our submitted assignments.
• Always make the overall success of the team a priority.
• Respect and value all members of the team, by meeting the commitments in a timely manner.

GROUND RULES
Administrative Rules

1. All team members will attend and participate in a weekly team meeting via Zoom video
conference every Wednesday at 6 p.m.
2. If for any reason a member of Lucky Three is running late or cannot attend a meeting, the team
member is responsible for notifying the team immediately. The team member is also responsible
for getting follow-up on any missed discussions made during the meeting
3. The Coordinator of Lucky Three will prepare an agenda prior to each weekly meeting and will
post in the team discussion board in Blackboard.
4. All team members will upload their individual task contributions to the group file exchange in
Blackboard in a timely manner for team’s approval.
5. Lucky Three reserves the right to voluntarily amend the Administrative Rules at any time
throughout the course if deemed necessary by all members of the team.

Task Oriented Rules

1. Lucky Three will maintain regular communication via GroupMe, team discussion board in
Blackboard and weekly Zoom video conference meetings.
2. All decisions must be collectively agreed upon and made as a group. In the event that some
members of Lucky Three do not agree upon a decision, the group must demonstrate and follow
the principle of majority rule.

3. Each team member will adhere to the Team Work Plan as well as any other assigned tasks and
submit their work in a timely manner.


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Team 3: The Lucky 3

4. If a team member needs assistance or additional guidance with a task, please notify the team
immediately so Lucky Three can provide support in getting the task completed.
5. In the case of an emergency and a team member is unable to complete a task by their specified
due date, please notify the team immediately so Lucky Three can reassess and get the task
completed.
6. All individual tasks and/or assignments will be posted on the file exchange folder in Blackboard
for the team’s review. All team members are responsible for keeping all electronic documents
throughout the duration of the course.

Interpersonal Rules

1. Each member of Lucky Three is required to treat every team member with respect at all times
and adhere to integrity and honesty.

2. All members of Lucky Three will actively participate and contribute in meetings and
assignments throughout the duration of the course. Lucky Three will value all proposed ideas
and by group members and take into full consideration.

3. As growth and development in this course is important, feedback, suggestions and constructive
criticism of team members is highly encouraged, as long as the delivery is done in a respectful
manner.

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Team 3: The Lucky 3

Team Work Plan

Tasks To Complete Due Date Week Team or Week

Individual Facilitator
Assignment

First Weekly Chat & Conference Call 6/12/2020 1 Team Marlene

Mendez

Create Forums 6/14/2020 1 Individual

Say Hello 6/14/2020 1 Individual

Statement of Understanding 6/14/2020 1 Individual

Reading 6/14/2020 1 Individual

Materials:
>MGMT 5133 Course Communications
>Curing Those Group Class Blues
>The GRP-I Model: The Basic
Building Blocks of Teamwork
>Coping With Problems in Your
Team
>Advice to Teams
>Introductory chapter in the textbook

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Team 3: The Lucky 3

Tasks To Complete Due Date Week Team or Week

Individual Facilitator
Assignment

Weekly Chat & Conference Call 6/17/2020 2 Team Krysta

Freund

Team Charter 6/21/2020 2 Team

Team Website 6/21/2020 2 Team

FIRO-B Survey 6/21/2020 2 Individual

TKI Survey 6/21/2020 2 Individual

Reading 6/21/2020 2 Individual

Materials:
>Guidelines for Team Charters
>To Create a Mission Statement
>Instructions for Taking the TKI
Conflict Management Survey
>Instructions for Taking the FIRO-B
Interpersonal Orientation Survey
>Creating Your Own Team Website
> Instructions for Taking Knowledge
Checks

Prepare for Knowledge 6/21/2020 2 Individual

Check:
>Chapter 9 Building Effective Teams
and Teamwork
>Module C - Conducting Meetings

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Team 3: The Lucky 3

Tasks To Complete Due Date Week Team or Week

Individual Facilitator
Assignment

Weekly Chat & Conference Call 6/24/2020 3 Team Eric Medina

Knowledge Check: Chapter 9 & Module 6/28/2020 3 Individual

C

View 6/28/2020 3 Individual

Video:
>Diagnosing Team Functioning

TKI Exercise Step #1 ( due Wednesday) *6/24/2020* 3 Individual

TKI Exercise Step #2 (due Sunday) 6/28/2020 3 Individual

FIRO-B Exercise 6/28/2020 3 Individual

Team Project: Management 6/28/2020 3 Team

Infomercial
>Discuss & Email our "industry"
selections to professor

Team Functioning Survey #1 6/28/2020 3 Individual

Reading 6/28/2020 3 Individual

Materials:
>Instructions for TKI Conflict Exercise
>Interpreting the Scores on Your FIRO-
B Profile Matrix
> Instructions for Completing the FIRO-
B Journal Exercise
> Instructions for Taking Team
Functioning Survey #1
>Understanding Your Team Functioning
Survey Feedback Report

Prepare for Knowledge 6/28/2020 3 Individual

Check:
> Chapter 4 Communication Skills

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Team 3: The Lucky 3

Tasks To Complete Due Date Week Team or Week

Individual Facilitator
Assignment

Weekly Chat & Conference Call 7/1/2020 4 Team Saloni Rana

Knowledge Check: Chapter 4 7/5/2020 4 Individual

Lost in the Desert Exercise Step #1 (Due *7/1/2020* 4 Team

Wednesday)

Lost in the Desert Exercise Step #2 (Due 7/5/2020 4 Individual

Sunday)

*Start Team Project: Management *7/19/2020* 6 Team

Infomercial (due Week
6)*

What’s Your Listening Style? 4 Individual

(OPTIONAL)

Reading 7/5/2020 4 Individual

Materials:
>Team Consensus Decisions
>Guidelines for Management Radio
Infomercials
>Listening Styles Survey
(OPTIONAL)

Prepare for Knowledge 7/5/2020 4 Individual

Check:
>Chapter 7 Conflict Management Skills

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Team 3: The Lucky 3

Tasks To Complete Due Date Week Team or Week

Individual Facilitator
Assignment

Weekly Chat & Conference Call 7/8/2020 5 Team Alexandra

Phillips

Knowledge Check: Chapter 7 7/12/2020 5 Individual

View 7/12/2020 5 Individual

Video:
>Managing Conflict: Using
Assertiveness Statements

Using Assertiveness Statements 7/12/2020 5 Team

KSS Exercise Step #1 (Due 7/12/2020 5 Individual

Wednesday)

KSS Exercise Step #2 (Due Sunday) 7/12/2020 5 Team

*Work on Team Project: Management *7/19/2020* 6 Team

Infomercial (due Week 6)*

Reading 7/12/2020 5 Individual

Materials:
>Using Assertiveness Statements to
Manage Conflict
>Team KSS Exercise
>Guidelines for Management Radio
Infomercials

Prepare for Knowledge 7/12/2020 5 Individual

Check:
>Chapter 10 Positive Leadership

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Team 3: The Lucky 3

Tasks To Complete Due Date Week Team or Week

Individual Facilitator
Assignment

Weekly Chat & Conference Call 7/15/2020 6 Team Brooke

Lewis

Knowledge Check: Chapter 10 7/19/2020 6 Individual

View 7/19/2020 6 Individual

Video:
>Leading Positive Change: Positive
Psychology and Management

Team Project: Management Infomercial 7/19/2020 6 Team

How Is Your Emotional Intelligence? 6 Individual

(OPTIONAL)

Reading 7/19/2020 6 individual

Materials:
>Guidelines for Management Radio
Infomercials
> Instructions for Completing The
Emotional Intelligence Survey
(OPTIONAL)

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Team 3: The Lucky 3

Tasks To Complete Due Date Week Team or Week

Individual Facilitator
Assignment

Weekly Chat & Conference Call 7/22/2020 7 Team Marlene

Mendez

Team Functioning Survey #2 7/26/2020 7 Individual

Infomercial Reviews 7/26/2020 7 Team

Team Development Exercise 7/26/2020 7 Team

Reading 7/26/2020 7 Individual

Materials:
>Instructions for Taking Team
Functioning Survey #2
> Understanding Your Team
Functioning Survey Feedback Report
>Instructions for Evaluating Team
Infomercials
>Radio Infomercial Team Rating Form
>Using the Stages of Team
Development

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Team 3: The Lucky 3

Tasks To Complete Due Date Week Team or Week

Individual Facilitator
Assignment

Final Weekly Chat & Conference Call 7/29/2020 8 Team Krysta

Freund

Team Self-Analysis Report 8/1/2020 8 Team

(Saturday)

Individual Development Plan (IDP) 8/1/2020 8 Individual

Teammate Evaluations 8/1/2020 8 Individual

Reading 8/1/2020 8 Individual

Materials:
>Guidelines for Team Self-Analysis
Reports
> Survey Data Spreadsheet for the Team
Self-Analysis Report
>Guidelines for the Individual
Development Plan (IDP)
>Instructions for Teammate
Evaluations

* different due date

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