By Julie Genjac, Vice President and Managing Director Applied Insights

Is your team aligned in their efforts, with seamless communication and consistent team meetings? Are roles and responsibilities well-documented and regularly updated? Does your team embody a positive culture, understanding the main business goals for the upcoming year? Achieving a "yes" to these questions can be challenging due to the complexity of team dynamics.

Our team resources cater to various roles and offer insights into holding more effective team meetings, assessing optimal roles, deciding when to add team members, and provide tips for clear communication of the team's mission to maintain motivation. Explore these resources for comprehensive guidance.

4 Keys to Improve Team Efficiency

	ROLES AND RESPONSIBLITIES: Documented and Measurable > How to Create Team Roles and Responsibilities > Finders, Grinders, and Minders: 3 People You Need on Your Team > Next in Line? 4 Tips to Smoothly Transition Team Leadership
	TEAM COMMUNICATION PLAN: Making the most of internal meetings > How to Create a Team Meeting Structure
	THE POWER OF ANNUAL PLANNING: Preparation, Execution and Accountability > How to Create an Annual Team Offsite Agenda > New Year, New Batteries, New Business Plan > Sample Team Offsite Agenda for Established Teams
	EXPANDING YOUR TEAM: Who, What and When? > To Team or Not to Team > Lessons That Less Seasoned Financial Professionals Offer to Seasoned Financial Professionals