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The New Leader's Balancing Actu201d focused on Operations (FOS)
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The New Leader's Balancing Act Improving Team Performance in Field Sales (FOS) A Case Study on Leadership and Team Motivation Presented by: [Dolamani Pradhan] Senior Relationship Manager Pbpartners Date: [10 July 2025]
2: Understanding the Situation Slide Title: Team Performance Snapshot Content: Rohit promoted to Team Leader, FOS team at ABC Insurance Team Composition: 2 high performers 3 underperformers Key issues: Missed targets & calls by 3 members Frustration among top performers Declining overall productivity Presenter Notes: Emphasize Rohit’s challenge: balancing empathy with accountability. Mention the risk of demotivation spreading to high performers.
3: Improving Underperformers' Performance Slide Title: Strategy for Underperforming Employees Content: Diagnose Issues: Conduct 1:1 conversations to understand challenges Identify if issues are personal, skill-based, or motivational Set Clear Expectations: Reinforce KPIs, call attendance, and targets Use SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) Provide Support: Offer training or mentoring Regular check-ins to track progress Use Positive Reinforcement: Acknowledge small improvements Celebrate quick wins Presenter Notes: Point out the importance of empathy while still holding people accountable. Individualized coaching can unlock performance.
4: Motivating the Entire Team Slide Title: Keeping the Team United and Fair Content: Recognize Consistent Performers: Publicly praise and reward top contributors Involve them in peer mentoring or initiatives Promote Transparency: Share performance data (without naming) to encourage ownership Create Team Goals: Set joint goals that require collaboration Foster a Culture of Accountability: Introduce simple performance dashboards Use weekly team reviews Presenter Notes: Explain that fairness is not treating everyone the same but giving everyone what they need to succeed. Top performers need to feel valued, or they may disengage.
5: Rohit’s Balanced Leadership Plan Slide Title: Action Plan & Leadership Balance Content: Short-term Actions: Individual coaching Re-communicate expectations Mid-term Actions: Team-building activities Recognize improvement trends Leadership Style: Balance empathy with assertiveness Lead by example in discipline & motivation Final Message: “A leader builds success by raising everyone—without losing the ones already performing.”
Presenter Notes: Conclude by reinforcing the role of leadership in shaping team culture and results. Emphasize long-term team health over quick wins.