Goals Insight, Inc. - Insights E-zine
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A Few Notes From Cheryl

This Month's Teleclass:   We had a fantastic response and kickoff of the new teleclass series last month! I hope you can join us for this month’s teleclass on May 27 at 12:00 pacific / 3:00 eastern time for “Changing Times, Changing Teams: 3 tips to ensure success for newly formed teams.” See details and registration below or on our Speaking page.  Be sure to mark your calendars for the 4th Wednesday of every month (through October) at 12:00 Pacific / 3:00 Eastern time for the rest of the teleclass series.

Taking risks/Creating new things:   A BIG thanks to all of you who wrote to me last month, sharing your gardening success stories! You have provided very helpful inspiration for this new venture. As you may recall, I started planting an organic garden – starting with lettuce seeds (which, by the way, I’ve heard from several people are one of the hardest things for a novice gardener like me to grow…leave it to me to pick one of the hardest things to grow)! I’ve had some successes and challenges…the seeds have grown, but not into the lettuce plants I had intended – they look more like small, fine stalks of micro lettuce and seem to have no plans to grow into real lettuce leaves.

So, instead of declaring defeat, I chose another option and purchased starter seedlings that are actually growing into what is starting to resemble lettuce leaves. In addition, I added strawberries, beans and basil, so stay tuned for next month’s growth report! In the meantime, I encourage you to take on a “new growth” project of your own – the lessons learned will stretch and amaze you.

Feature Article:   Because May's teleclass topic is a big one to cover, this month’s feature article provides an introduction.



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Feature Article:  Is Your Team Experiencing Changing Times?

Wasn’t it Bob Dylan who said “the times they are a changin’”? That certainly is the case these days!   You may be experiencing changes within your industry, your organization, your team and/or your role (or all of the above).

If your company and/or team is growing, launching a new product or service, or experiencing other types of change, this is an ideal time to harness and refocus new energy on your team and within your organization. Change does have the potential to lead to some uncertainty as well as potentially lost productivity as your team begins to uncover what the new changes mean to them, and how their roles may need to shift accordingly. If your company is experiencing a merger or acquisition, restructuring or a downturn, this type of change can sometimes lead to uncertainty, loss of morale, as well as potentially lost productivity on your team.

There is good news, though - regardless of what type of change your team is experiencing, teams have an opportunity right now to create an intentional success plan for the next few months! NOW is the time to help your team be present with whatever is happening today, as well as create a plan for success for the next several months. Knowing how quickly things can change, you might want to consider creating a plan that is relatively short-term (e.g. 3 to 6 months), with the intention that the short-term plan will support the team’s efforts toward long-term success, and the short-term plan will be re-evaluated frequently.

Here are 3 steps to help your team do this:

  1. Create greater efficiencies with the strengths you have with your team:

Help your team explore and identify their strengths – it is these strengths that will help them through times of change. There are several ways to identify those strengths – through an assessment process (we often use the Team Diagnostic Assessment with our clients), during team meetings, through an interview process where an unbiased third party outside of the team candidly interviews each team member, etc.

Regardless of how you identify the strengths on your team, going through that type of exercise is a great starting place for your team to determine how they can use their strengths to become more efficient and productive during times of change. Plus, this is a great excuse to help your team celebrate their strengths – so many teams that we work with forget to take time to celebrate their strengths and successes along the way!

  1. Create an integration plan for teams that are combining and/or collapsing:

If your team is in the midst of changing its composition (e.g. bringing in new hires, combining or collapsing with another team, starting over from scratch, etc.), it’s important to create an integration plan for a smooth transition. The more you can plan for the integration in advance, typically the more successful your team will be when the transition time comes, because teams who are in these situations often have multiple layers of complexity to integrate (e.g. roles, culture, reporting structures, etc.).

Based on the work we’ve done with all types of teams, I would highly encourage you to involve your team members in the creation of an integration plan – solicit input from your team about what they will need in order for the integration to be successful. For example, what type of communication do they want along the way – how frequent, what types of information? How do they want to integrate new personalities on the team? You might even consider asking your team what their biggest concerns are, so that they have an opportunity to voice those. Last, be sure to get buy in from team members to a common, cross-functional team vision rather than fostering previous silos!

  1. Minimize the void created by reduced staff resources:

Some of your teams may have reduced human capital, and your team may be feeling that void. One option is to have everyone work harder with longer hours, but we all know that is not a solid long-term solution!  In order to prevent burnout on your team and minimize the gaps with fewer team members, it’s important to fill the gaps that you may have with fewer human resources by reassigning roles and responsibilities based on team members’ strengths, as well as looking at how to enhance already existing skill sets. In order to minimize potential fallout, I would also encourage reassigning roles and responsibilities in a way that feels equitable based on experience, skills, demonstrated previous results, etc. Remember to involve your team in these discussions so that they can be part of the solution!

The bottom line is that times are a-changin’ and the more you can engage your team members in a plan to support their efforts to be successful during those changes, the easier you can all navigate those changes and the more successful your team can be!

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Upcoming Workshops

"The New Leadership Paradigm: Using Team Dynamics to Maximize Productivity"
Healthcare Financial Management Association (HFMA) - Annual National Institute

Sunday, June 14, 2009
Seattle, WA

Health care financial management leaders are constantly challenged to achieve greater results with fewer resources. To achieve this, teams must function at full capacity! Leaders must strategically connect and align individual talent into a cohesive collective effort to tap the full potential of their teams. This workshop provides the insights needed to maximize your team’s dynamics and results -- and re-energize you to more effectively invigorate and lead your team!

During this interactive and experiential session, attendees will learn powerful new ways to enhance their leadership skills in order to more effectively lead their teams. They will also experience ways to help make their teams more cohesive in order to enable a more effective, productive, and harmonious work environment to achieve their team’s desired goals.


  • Uncover the real reasons why your team is not performing well.
  • Create a step-by-step plan to lead your team to maximum performance by enhancing relationship dynamics and productivity.
  • Design creative strategies to maintain momentum and maintain your fully-functioning team dynamics.

Complete details at  Speaking Schedule


"How To Take Back your Life and Become a More Effective Leader by Achieving Your Ultimate Work Life Balance"
California Association of Physician Groups (CAPG) - Annual Conference
Friday, June 26, 2009
San Diego, CA

Many healthcare industry leaders are burned out from the industry pressures and the pressures of working for healthcare delivery organizations. Demanding health care delivery environments means keeping up with the daily challenges of keeping up with new IT systems, staying current on more stringent and specific payer requirements, remaining compliant with ever changing regulatory issues, nursing shortages and heavier patient loads. Staff are working longer hours to keep up after the close of the business day.

These long work long hours often don’t leave industry leaders or their staff with much energy for a personal life, which may include family, friends and having fun. Because most organizations don’t offer healthcare leaders the opportunity to look at this issue of work-life balance, this break-out session will be ideal for conference attendees - you will come   qaway from the conference with a new outlook on how to take ownership in creating more balance in your life and you will have created your own action plan and support structure to achieve greater balance, ultimately creating happier more energized state of mind when you return to your office.

Complete details at  Speaking Schedule


“Changing Times, Changing Teams: 3 tips to ensure success for newly formed teams” - 2009 Teleclass Series

Wednesday, May 27, 2009

12:00 noon - 1:00 pm Pacific / 3:00 pm - 4:00 pm Eastern

During this teleclass, you will learn how to:

  1. Create an integration plan that smoothes transitions when teams are combining and collapsing
  2. Minimize the void created by reduced staff resources
  3. Create greater efficiencies with the strengths you have with your team, regardless of change

For complete details with all dates in this series and to register click HERE


Team Building Events and Off-Site Meetings:

Could your team use some help to be more cohesive?
Is it time to enhance your team's relationships and productivity?

Some teams know that something isn't working, but they don't know exactly what that is or how to improve it. Some organizations hold team building seminars and employee retreats because they know it's time to enhance their teams' productivity and relationships. Do either of those statements describe you/your team? If so, and if you haven't already contacted us to discuss your needs, feel free to give us a call to see if we can help you.

We offer a variety of programs to enhance the performance of your teams as well as improve the ways in which your teams interact, so we invite you to visit our Training and Seminar page.   This is a great way to show appreciation for your team and enhance their productivity, thereby improving the bottom line for your organization!

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About Goals InSight, Inc.

Goals InSight helps organizations achieve their desired results in the following ways - click on any of the links for details:

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