Share Your Knowledge Shirley Singletary & Colleen Keeton-Sims

AIM-IRS Annual Business Meeting & Training Seminar (ABMTS), New Orleans, LA, 8/8/11-8/13/11

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What is a team?

First Definition: “A team is any group of people organized to work together interdependently and cooperatively to meet the needs of their customers by accomplishing a purpose and goals.” humanresources.about.com/od/teambuilding/f/teams_def.htm

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What is a team?

Second Definition: “A team is a small number of people with complementary skills who are committed to a common purpose, performance goals, and approach for which they are mutually accountable. (Katzenbach and Smith, 1993)” http://tlt.its.psu.edu/suggestions/teams/about/definition.html

“Tuckman’s Model of Team Development” http://www.practical-management-skills.com/what-is-teamwork.html

“http://www.practical-management-skills.com/what-is-teamwork.html

Storming

Performinghttp://www.beechwoodschool.org/school/news_and_events.html

Forminghttp://www.jot.fm/issues/issue_2007_05/column4/

Norming Performing

Three types of teams

“Functional or departmental teams: Groups of people from the same work area or department…” (Heathfield, n.d.).

“Cross-functional teams: Groups of people who are pulled together from across departments or job functions…” (Heathfield, n.d.).

“Self-managing teams: Groups of people who gradually assume responsibility for self-direction…” (Heathfield, n.d.).

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Internal Revenue Service (IRS) Teams Taxpayer Compliance Teams

Exempt Organizations Team Examination Program (TEP) (Functional) IRM 4.75.29

Employee Plans Team Audit (Functional) EPTA Program Business Unit-Exams

Compliance/Coordination Teams (Cross functional) APA Teams

Criminal Investigations (CI) Teams (Cross functional & self managing) Partner/collaborate internally and with other federal agencies (e.g. FBI) CI Fraud Detection Centers (FDC) with TAS: Questionable Refund Detection Team

(QRDT) Partner with State & City (e.g. local police) to catch tax evaders (McCarty, May 18, 2011)

Volunteer Income Tax Assistance (VITA) (Cross functional & self managing) AIM-IRS Specialty Team to assist low income taxpayers (Miller, Jan. 29, 2010) AIM-IRS sends a collaborative team to help at various VITA sites

Internal Revenue Service (IRS) Teams (Continued) Top Management Team

Executives of IRS Workplace Improvement Teams

Engagement Team Quality Team

Affinity Organization AIM-IRS Community Services Committee

Dream Team (Atlanta Chapter) comprised of AIM, MOS & ASPIRE Safety & Environmental Teams

IRS Environmental Team Safety Teams

Business Unit: Modernization Information Technology Services (MITS) IRS Computer Security Information Response (CSIRC) Team MITS partners with Physical Security & Emergency Preparedness (PSEP) use Lean Six Sigma

Business Unit-Agency Wide Shared Services (AWSS) Real Estate & Facilities Management (REFM) partner with PSEP

Use Lean Six Sigma & Subject Matter Experts (SMEs) specialty or partner teams

Effective teams are productive

Effective Teams master teamwork by doing the following: Performing high Enhancing productivity Making an impact Meeting goals

Timely Getting results

Within budget By or before deadline

http://www.123rf.com/photo_8686153_enhancing-productivity-in-the-business-office-art.html

What is Teamwork?

Teamwork consists of tasks assigned to a team and the teammates collaborative efforts on a project or toward common goals.

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Teamwork share your knowledge Teamwork works best

With common goal (s) Willingness to

collaborate Sharing knowledge

Appropriately Helps others & you

Inappropriately Causes confusion

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Teamwork Pro & Exercises Others on your side

Win, win situation Exercise 1 Exercise 2 Exercise 3

Teamwork Sharing Knowledge Recap Team definition Team development Types of teams Teamwork definition Teamwork is best when

shared appropriately

High Performance Team:When you share everyone winshttp://www.the-happy-manager.com/

characteristics-of-effective-teamwork.html

Questions? Thank you for

attending Teamwork: Share Your Knowledge. This ends our presentation are there any questions?

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References Team definition. Retrieved July 23, 2011 from http://humanresources.about.com/od/teambuilding/f/teams_def.htm. Team definition. Retrieved July 23, 2011 from http://tlt.its.psu.edu/suggestions/teams/about/definition.html. IRS.gov. (2011, May 5). EP team audit (EPTA) program. Retrieved July 23, 2011 from

http://www.irs.gov/retirement/article/0,,id=129221,00.html. IRS.gov. (n.d.). “IRS Rounds Out Top Management Team.” Retrieved July, 23, 2011 from http://www.irs.gov/pub/irs-

drop/ir99-103.pdf. IRS Environmental. (2011, Jul. 5). The IRS environmental. Retrieved on July 23, 20011 from

http://www.irsenviro.com/team.htm. IRS.gov. (n.d.). Part 4. Examining process. Chapter 75. Exempt organizations examination procedures. Section 29. Exempt

organizations examination program procedures (cont. 1). Internal Revenue Manual-4.75.29 Exempt organizations team examination program. Internal Revenue Manual. Retrieved July 23, 2011 from http://www.irs.gov/irm/part4/irm_04-075-029-cont01.html.

IRS.(2011, Mar. 18). McCarty, C. I-Team: Metro teams with IRS to target pimps. Retrieved July 23, 2011 from http://www.8newsnow.com/story/14265088/i-team.

IRS.gov. (2011, May 24). APA teams: Issue/industry coordination teams. March 2011. Retrieved July 23, 2011 from http://www.irs.gov/businesses/corporations/article/0,,id=211643,00.html.

Miller, S. (2010, Jan. 29). IRS teams with nonprofits to prepare taxes. South Florida Business Journal. Retrieved July 23, 2011 from http://www.bizjournals.com/southflorida/blog/giving_guide/2010/01/irs_teams_with_nonprofits_to_prepare_taxes.html.

IRWeb. 13.1.10.9 Accounts in criminal investigations (CI). Internal Revenue Manual.Retrieved July 23, 2011 from

http://serp.enterprise.irs.gov/databases/irm.dr/current/13.dr/13.1.dr/13.1.10.dr/13.1.10.9.htm.