15.1.0 Interagency Team Development

Stage One (of Four) - The Forming Stage

Louisiana Statewide Transition Project and Louisiana: Healthy and Ready to Work Fact Sheet Series

 

08/04/99

I. WHY IS THIS IMPORTANT?

Interagency teams come in all shapes and sizes. They are also initiated for many different reasons. Some teams are mandated by law, others are encouraged by the availability of resources or incentives, and still others are formed voluntarily to solve a particular problem or to examine a particular issue. No matter why interagency teams are initiated, they all have certain things in common. According to Tuckman (1965) effective interagency teams proceed through a developmental process involving four stages: Forming, Storming, Norming, and Performing. During each stage of development, effective teams accomplish certain objectives and competencies. The first stage of team development, the Forming stage, focuses on initiating and organizing a team.

II. KEY POINTS

Goals of the Forming Stage:

The very first task of the Forming stage is to determine why the team needs to exist; this is called the "preliminary need". Usually at this point in team development, at least two people have discussed the need for a team and the potential impact a team will have on the community. As this discussion continues, the people and agencies impacted by the preliminary need become more obvious. These people and agencies should be invited to the organizational meeting. It is also necessary to determine the geographic area to be served by the team. This lets all involved know who will be served by the team. After identifying both the people and agencies impacted by the preliminary need, as well as the geographic area to be covered by the team, team initiators should have a clear idea of who should serve as team members. These people are called "core stakeholders".

Once the core stakeholders have been identified and a preliminary membership list has been developed, it is time to plan and hold an organizational meeting. The organizational meeting is the first time potential team members will get together, therefore team initiators should plan carefully. The team initiators should pay attention to the structure of the meeting as well as the physical space where the meeting will be held. During the organizational meeting, team initiators should let stakeholders know why they feel a team is needed. They should also tell stakeholders why they think the team would benefit from their participation. Team initiators and core stakeholders should determine if there are any other people or agencies that should be involved. Finally, a date and time for a follow-up meeting should be set. Newly identified stakeholders should be invited to the follow-up meeting. At the follow-up meeting, membership should be confirmed and a written membership list developed.

A confirmed and committed membership is possibly the most important outcome of the Forming stage. External support and recognition are also critical. It is very important to have not only team member support, but also supervisor/agency support as well for the team effort. A defined, committed, appropriate membership will ensure attendance and aid in accountability.

Forming Activities for Effective Teams:

There are several activities that can help to ensure Forming teams are effective. Gaining consensus on the preliminary need is one such activity. Consensus is the cornerstone to effective teaming processes, therefore input must be invited from all team members. Organizational activities can help to encourage all team members to voice their opinions.

Teams without common goals can expend a great deal of energy and accomplish nothing. Team members tend to become tired of working without results. All team members need to be working toward the same end, so initial team activities must allow discussion and consensus building around goals.

Effective meeting processes keep teams running smoothly no mater what stage of team development they are in. However, ineffective meeting processes can be especially devastating to Forming teams. Starting and ending meetings late, inappropriate meeting location or time, and an unprepared meeting facilitator are all signs that a team needs to review effective meeting processes. The solution to many problems associated with ineffective meetings lie in the GOALS, ROLES, and PROCESS of the meeting. Before beginning each meeting, it is amazingly helpful if the facilitator can explain the goal of the meeting, for example one of the goals of the follow-up meeting is to confirm membership. Also, the facilitator should explain the roles of the meeting participants. Explaining the goal and roles helps all team members participate fully. Finally, the facilitator should explain the process for the meeting. Explaining the process will accomplish two things: (1) It will help the facilitator prepare for the meeting, and (2) It will give the team members a road map for how the goal will be accomplished.

Forming Stage Competencies and Timelines:

The Forming stage is the first stage of team development, and can also be called the "getting to know you" stage. This stage is characterized by organizational activities. Upon completion of the Forming stage the team will have:

·        defined the preliminary need to be addressed by the team;

·        identified the people and agencies to be impacted by the need;

·        defined the geographic area to be served by the team;

·        identified the core stakeholders to serve as team members;

·        confirmed the team's membership and have a written membership list; and

·        held an organizational meeting and at least one follow-up meeting.

Time spent in the Forming stage is mainly used to discuss why form a team to address a particular issue. The end result is confirmed membership and a written membership list. The commitment of the team members is ultimately important, especially as the team moves on to the activities in the aptly named Storming stage (for information about the Storming stage see the fact sheet 15.2.0 Interagency Team Development: Stage Two (of Four) - The Storming Stage).

According to teaming literature and technical assistance materials, teams usually complete the Forming stage in approximately seven months, requiring four meetings. However, some teams may require more or less time and some Forming activities may take more meetings or fewer meetings to complete.

III. ROLES/NEXT STEPS

Students/Young Adults:

Interagency teams need input form all core stakeholders, including young adults with disabilities. Young adults can find out if their parish has an interagency transition team by asking their teacher or contacting the transition coordinator in their parish. Young adults can make their concerns known to the interagency transition team and ask for their help if needed.

Families:

Families are essential to the interagency transition team. The most effective interagency transition teams have family members on the team and are aware of family concerns. The transition coordinator in each parish will have information on interagency transition team activities in the parish. If an interagency team has not been initiated in your area, the local education agency is a good place to start.

Agencies:

Interagency transition teams typically include members from the Local Education Agency (LEA), Louisiana Rehabilitation Services (LRS), a family organization or a family member, the Office for Citizens with Developmental Disabilities (OCDD), and the Office of Mental Health (OMH). The needs of the community will determine the agencies represented on the interagency transition team, therefore other agencies should be involved as needed.

Agency personnel interested in facilitating transition for young adults with disabilities through an interagency transition team should first contact the local parish's transition coordinator. If an interagency transition team already exists, the transition coordinator will have more information on how to become involved. If an interagency transition team has not been initiated, agency personnel should express their interest in starting one.

 

 

IV. RESOURCES/CONTACTS

Contact the following state offices in order to get the number of the regional office nearest you:

Families Helping Families (FHF)

888-9111 in New Orleans, or 800-766-7736

Louisiana Rehabilitation Services (LRS)

925-4131 in Baton Rouge, or 800-737-2958

Office for Citizens with Developmental Disabilities (OCDD)

225-342-0095

Office of Mental Health (OMH)
225-342-2540

     V.          REFERENCES

Everson, J.M., Guillory, J.D. (1998). Building statewide transition services through collaborative interagency teamwork. Rusch, F.R., Chadsey-Rusch, J. (Eds.), Transition from school to work: New opportunities for adolescents. 299-317. Pacific Grove, CA: Brookes/Cole.

Tuckman, B.W. (1965). Developmental sequences in small groups. Psychological Bulletin, 63, pp. 384-399.