While there is rarely one simple answer, there are always a few things that ring true about successful teams: they have a great leader, the team works cohesively and collaboratively, and each team member is working toward a clear, common purpose.
These same successful teams usually also have three key roles that are filled: the Finder, the Grinder, and the Minder. The Finder is constantly engaged in new business acquisition strategies and responsible for drumming up new business and leads. The detail-oriented, task-driven Grinder gets things done, day in and day out. The Minder is great at building and nurturing relationships, oversees the team, and manages processes.
Here’s how you can make sure each of these roles is being filled on your team, and by the right person:
1. Consider the responsibilities of each team member, as well as their strengths and weaknesses. Ask yourself if the responsibilities, strengths, and weaknesses of each team member are aligned, and if they parallel any of the Finder, Minder, or Grinder roles. This preliminary step will allow you to have the open and honest conversations necessary in step 2.
2. Ask each team member to define his or her strengths, gaps, and passions. The insight into what drives each of the team members, and where they think they excel, can provide the groundwork for altering roles. In addition, did their feedback match your own conclusions? Sit down and discuss with each team member any possible disconnects between what you see and their responses.
3. From these two exercises, consider any modifications that could be made to team member responsibilities to create more synergy amongst the team, and provide higher job satisfaction. For example, if a person who has been put in a Finder role but is clearly not passionate about it, look at whether there is another member of the team who is well connected in the community. Could these two individuals work together to drum up new business?
Successful teams require work and attention. By implementing a process to ensure your team is efficient, you allow for a clarity and sense of purpose that can produce results in your client experience and for your practice.