Activity Directions: Knowledge and Skills

Description of the Activity

This activity provides a process to help participants explore the knowledge and skills needed on the leadership team and the selection of members.

Objective

Develop shared understanding of the knowledge and skills needed on the leadership team in order to select members for the team.

Note: This activity is divided into two parts. Directions are provided so that each part can be completed during separate sessions or one continuous session if time allows.  Team notes from Part I will need to be preserved and referenced when completing Part II.

Part I: Explore Knowledge and Skills Needed

Time

60 minutes or more 

Preparation

1. Schedule the current organization or site leadership team to participate in the leadership teams expertise activity. 

2. All participants need a computer and WIFI access.

Directions

1. Depending on the number of people participating in this activity, the group may decide to break into pairs or they may explore as individuals. 

2. Follow the instructions and prompts on the Handout: Knowledge and Skills to explore the knowledge and skills needed and make notes about the considerations and implications for your organization. Each pair (or individual) records the information on the same document.

3. Have participants discuss what they have learned about the knowledge and skills required. Some guiding questions might include:

a. What information stood out in the knowledge and skills that you explored?

b. What are the considerations and implications for selection of team members?

c. What knowledge and skills should be added to the chart?

4. Use Table-B provided at the bottom of Handout: Knowledge and Skills to summarize the considerations and implications that will be referenced as you select members for the leadership team. 

5. If continuing the work in one session, move on to Activity Directions: Select Members.  If not continuing the session, schedule the next session to complete Activity Directions: Select Members as a team.

Part II: Select or Confirm Leadership Team Members

Time

30 minutes or more 

Preparation

1. Schedule the current organization or site leadership team to participate in the Activity Directions: Select Members

2. All participants need a computer and WIFI access.

Directions

Note: If this is a separate session, take time to review the considerations and implications table from Part I before beginning Part II.

1. This activity will be completed as a full group rather than working as individuals or pairs. Use Activity Directions: Select Members to record your responses.  

2. Identify potential team members and record in Table #1: Potential Leadership Team Members.  

3. Determine the selection process that will be used to identify the Leadership Team Members from the Table #1. 

4. Record the list of Finalized Leadership Team Members in Table #2

5. Have participants discuss potential needs of the Leadership Team and record their thoughts in Table #3 Policy and Support Implications for the work of the Leadership Team.

a. What knowledge and skills gaps do we have?

b. What barriers need to be addressed to support the Leadership Team?

c. What are the implications for schedules, duties, costs, etc?

6. Conclude by having the participants determine steps needed to address the identified concerns and record in Table #4: Addressing Identified Concerns.  Action #3 Processes and Procedures will help with clarifying the roles of each team member as well as how the leadership team carries out the work.