Specific cased based examples are the best team training tool. It allows the entire team to see the same picture.
I recommend NOT taking a case that went badly – these are not teachable moments for groups – they are fraught with danger
Building on a Win
When you get a great outcome from an angry client
Using Stand Alone Examples
No one thrown under bus
No emotional attachments
No criticisms
Fast to add to meetings
Check the leader notes for background info to share, secret info that you can reveal as the discussion goes on, and the discussion points I recommend you bring out if they don’t appear.
Prep your open-ended questions
What do we really want to make sure we don’t do to make this situation worse?
What could we have done to avoid this situation?
What do we want to AVOID here?
What are our goals?
What EXACTLY do we say to this person?
How would we, as a team, handle this situation?
BONUS: Re-arrange suggestions from the team to create your own step-by-step team plan.
Take notes on a flip chart or whiteboard so everyone can see
Focus on the WHY for each suggestion. The goal is to drive understanding of concepts so people can handle a variety of different problems in the future
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