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Meeting Wizard Waving Productivity Wand  

"A Series on Team Building"

containing a universal unit for teams and committees

Click here to go to Problem Solving

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Workshop Outline

Workbook Outline

Dynamic Group Development,

A Team Building Primer

Problem: How and when to from a group may not be clear in an organization.  Additionally, whether existing groups can complete their assigned goals and thus discontinue may also be hard to determine. 

Solution: If there is a need to accomplish several related items or solve a problem within a specified time, then forming a group whose single reason is to design a method or complete tasks towards accomplishing the items or solving the problems is a good idea.  Typically the decision of who to invite to participate in the group is mad by someone who has a vested interest in the results, often referred to as the groupís sponsor.

(Created 2005, © 2006 by Shirley Fine Lee, all rights reserved)

  • Opening
    • Objectives & Agenda
    • Basic Principles
    • Reason for Existence
    • Potential for Accomplishment
    • Roles
  • Exercise #1  
  • Start-up
    • Member Selection  
    • Procedures
    • Meeting Logistics
  • Exercise #2
  • Evolving
    • Involvement
    • Records
  • Discontinuing
    • Administration
    • Celebration
    • Evaluation
  • Review & Additional Information



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Project Management Simplified

Problem: Many people feel they could be more successful at planning and managing projects if they could just learn how the process works.

Solution: This unit will help guide new project managers and team members through the O.P.I.E. process of simplified project management. It will help them better understand how the planning and controlling of projects and resources should be done. The workbook for this unit includes sample formats that may be used to practice the principles and skills learned, as well as for future planning and budgeting purposes.

Magic: "When you properly manage a project, you may become considered wise and skilled in this area and then be asked to manage other projects, which increase in importance."



  • Opening                                                    
  • Review Objectives & Agenda
  • Basic Principles & O.P.I.E. Process
  • Project Roles & Types                  
  • Open Project
  • Objective & Analysis 
  • Preliminary Approval         
  • Project Manager
  • Team Activity
  • Plan Project
  • Specification
  • Schedule
  • Resources
  • Budget
  • Plan Approval       
  • Team Activity
  • Implement Project                                                                    
  • Project Team                     
  • Plan Execute & Monitor
  • Communication
  • Progress Reviews & Performance Appraisal          
  • Team Activity
  • End Project
  • Administration & Celebration
  • Compensation & Evaluation
  • Team Activity
  • Meetings
  • Meeting Roles       
  • Agenda, Records, & Actions
  • Hints
  • Risky Problems
  • Closing
  • Question & Answers         
  • Review & Additional Info

Estimated training time:

  • 9.5 hours with Team activities

  • 6 hours without activities



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Technicomp Basic,Intermediate,Advanced

Request Desired Follow-up Training Modules for Specific Team Training Needs



Meeting Wizard Waving Productivity Wand

Wizard graphics created by --.Jonathan D. Lee -- exclusively for Wizard series.

"A Series on Problem Solving"

Problem Solving Process

Click here for Information on Developer/Facilitator




Problem Solving Process

Problem: There are problems that are slowing down work or there are possible improvements that will reduce costs and/or improve quality, and it has become obvious practicing problem solving is necessary.  However, problem solving attempts without a process may result in an applied solution that may not solve the cause of the real problem.

Solution: To find the best possible solution to a problem, utilizing a defined step-by-step problem solving process will insure finding better solutions. Additionally, users of the process need to understand how to recognize disruptive or uncooperative behaviors or a lack of energy in problem solving participants and how to handle them. 

(Created 2003, © 2004 by Shirley Fine Lee, all rights reserved)

  • Opening
    • Objectives & Agenda
    • Basic Principles & D.A.G.G.E.R Process
    • Roles
    • Improvement Types
  • Define Problem
  • Exercise #1
  • Analyze Causes with Tools
  • Exercise #2
  • Gather Data
  • Generate Solutions
  • Discussion #1
  • Evaluate Tests
  • Realize Implementation
  • Discussion #2
  • Meetings for Problem Solving
  • Barriers to Problem Solving
  • Review & Additional Information
Idea Generation

Request Customized Follow-up Training Modules

for More In-depth Information

Data Gathering

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for More In-depth Information (i.e. DAGGER step #3)

Decision Making

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for More In-depth Information


About the Author

Shirley Lee is a consultant who helps organizations increase employee and system capacity to produce results.  She has been involved with building groups and teams since 1985.  She facilitates a variety of team building and problem solving events.   

Shirley has facilitated problem-solving sessions for management teams and groups in manufacturing areas, administrative functions, and information technologies.  She has been working with teams on problem solving projects since 1985.  Shirley began teaching problem-solving techniques to groups in 1993.  She was certified as a facilitator of Quality Control 8-step Problem Solving Process in 1995 and DeBonoís Six Thinking Hats in 1997

Shirley Lee holds a degree in Business Administration. She spends most of her professional time developing productivity tools/programs, presenting workshops, facilitating team building and meetings, as well as writing. Shirley considers this fun too. However, in her personal time she enjoys her family, reading, gardening, and needlecrafts.



Click cover above to order Paperback Book or below for

RARA A Meeting Wizard's Approach Kindle e-Book

Click cover above to order Paperback Book or below for

TAPP Steps in Time Mgmt Kindle e-book

OPIE Project Planning and Implementation for Team - Only available as Kindle e-book on Amazon

Team Building Primer: A Start-up Guide for Developing Effective Teams, Committees, and Other Groups


Shirley Fine Lee's purpose is to help people and organizations increase capacity to produce results.

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