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Forming, Storming, Norming, Performing: The 5 Stages of Team Development

Forming, Storming, Norming, Performing: The 5 Stages of Team Development

 

 

An Introduction to the Tuckman Ladder:


Here’s something most new project managers miss: a team isn’t a thing you build, it’s a living thing that grows. Your job isn’t to be the boss, but to be the gardener. You have to understand that every team, no matter how talented, goes through a few predictable seasons of growth. Your real skill as a leader is knowing which season you're in and adapting how you lead.

 

 

Why Team Development Stages Matter for the PMP/ CAPM Exam?


The PMP/ CAPM exam is filled with questions about messy, human problems: conflict, teams lacking direction, or underperformance. Your ability to correctly diagnose why a team is struggling is the first step to choosing the correct action. More often than not, the "why" is linked to a predictable stage of team development.

 

Key Concepts: The Tuckman Ladder (Or, "The Five Seasons of a Team")


This is your field guide to team dynamics. It’s a simple model that breaks down a team's journey into five distinct stages. Master this, and you'll be able to quickly identify the root cause of many team-related problems on the exam.

 

Stage 1: Forming:

 

  • What it feels like: 
  • This is the "getting to know you" phase. A "newly formed team" comes together, often with members who haven't worked together before. People are generally polite, guarded, and "independent, often working in silos." There's a mix of excitement and anxiety as they try to understand the project and their roles. Don't be fooled by the lack of conflict—productivity is low because trust hasn't been built yet.
  • The Project Manager's Role: The Director (Directive Leadership). 
  •  
  • A new team, especially one with many "new hires," craves clarity. Your job is to be clear and directive. You set the vision, outline project objectives, and clarify initial roles. This is the ideal stage to introduce the concept of a team charter and facilitate an initial session to establish high-level agreements. When a project manager takes over a team midstream that "lacks clear direction," their first step is to re-establish this foundation, which often means revisiting or creating a team charter from scratch.

 

Stage 2: Storming:

 

  • What it feels like: The honeymoon is over. This is where the politeness fades and reality sinks in. "Misunderstandings," "disagreements," and "conflicts" arise over technical approaches, processes, and roles. Team members might "argue and are not openly collaborative." This stage feels chaotic and uncomfortable, but it is absolutely necessary for growth.
  • The Project Manager's Role: The Coach (Coaching Leadership). This is where you earn your leadership stripes. Your job is not to shut down conflict but to guide it constructively. This is often where the team charter becomes most critical. While ideally started in Forming, it's the conflicts in the Storming phase that highlight the need for clear ground rules. Your role as a coach is to "facilitate open discussions" and use the creation or refinement of the team charter as the primary tool to help the team navigate their disagreements. Remember, this stage requires the most significant leadership effort and time. Your success in coaching the team through these challenges is what makes it possible for them to advance to the next stage, Norming.

 

 

Stage 3: Norming:

 

  • What it feels like: The team starts to find its rhythm. They begin to resolve their conflicts and "adjust their work habits with trust." They establish their own "norms" or ground rules. The key indicator that a team has reached this stage is that "team members share information and experiences openly," a clear sign that trust is building and psychological safety has been established.

 

  • The Project Manager's Role: The Facilitator. Time to loosen the reins. Your leadership style softens. You step back from directing and become more of a participant, empowering the team. When a Norming team questions a decision, you don't dictate; you "explain the rationale," treating them as respected partners to maintain the trust they've built.

 

Stage 4: Performing:

 

  • What it feels like: This is the goal. The team is now a strong, unified group. They work together smoothly, rely on each other, and solve problems on their own without needing the project manager to step in. They truly own the project's success. But a high-performing team doesn't run on autopilot forever. The biggest risk at this stage isn't conflict; it's the team losing its edge. On a long project, a team can be doing good work but seem uninspired, leading to a drop in new ideas and energy.

 

  • The Project Manager's Role: The Servant Leader & Motivator (Delegating / Supportive Leadership). Your main job now is to trust your team and clear the path for them. You delegate tasks freely and focus on removing any organizational roadblocks they can't solve themselves. But just as importantly, you have to keep the team's spirit high. This means:
    • Protecting the Team: You act as a shield, keeping outside distractions and politics away from the team so they can focus.
    • Coaching Individuals: If one person's performance starts to slip, you talk with them privately to understand what's going on. This protects the positive and productive dynamic of the group.
    • Keeping Up Morale: You have to actively keep the team engaged. When you notice their energy is dropping, your best move is to find ways to recognize their hard work and celebrate their wins. Acknowledging their progress and celebrating milestones is a powerful way to refuel their drive to do great work.

 

 

 

 

Stage 5: Adjourning:

 

  • What it feels like: The project is wrapping up, and the team prepares to disband. For a team that has worked well together, this can be a bittersweet time. The key activity is the transition of team members out of the project.
  • The Project Manager's Role: The Supporter. Your focus shifts to celebrating success, recognizing contributions, and ensuring a smooth transition as "members are reassigned to other projects."

 

 

 

 

 

 

Applying the Principle: A Worked Example

Let's walk through a classic PMP scenario to see how these concepts of team stages and ground rules come together in a real exam question.

 

The Scenario:

 

A project manager has just taken over a newly formed team. During the first few project meetings, the  project manager observes that team members are frequently interrupting each other. Two senior members consistently disagree on technical decisions, causing discussions to run long without resolution. Team morale is beginning to dip as a result of the tension. 

 

What should the project manager do?

 

A. Allow the team to resolve these issues on their own over time.

B. Report the two disruptive senior members to their functional managers and request replacements.

C. Draft a list of meeting rules and decision-making policies and email it to the team to follow immediately.

D. Schedule a workshop with the team to facilitate the collaborative creation of a Team Charter, including agreed-upon ground rules for communication and decision-making.

 

The Thinking Process: How a Pro Deconstructs the Problem

Instead of scanning the answer choices for keywords, a great PM takes a moment to diagnose the situation first.

 

Step 1: What's Really Going On Here?

The clues are all there: "newly formed team," "friction," "interrupting," "at odds." This isn't a crisis, and it doesn't mean you have "problem employees." This is a team squarely in the Storming stage. They've moved past the polite introductions (Forming) and are now bumping into each other's ideas and work styles. Believe it or not, this is a natural and even necessary part of a team's journey. The real test is in how the project manager handles it.

 

Step 2: What's My Job Right Now?

Okay, we've diagnosed it as Storming. Now, what's our role? This is where many exam-takers get tripped up. It's tempting to step in and play the hero—either by making a decision for the team or by telling people to "just get along." Both are traps. According to PMI, your role here is to be a coach and facilitator, not a referee. Your job is to create a structure that allows the team to resolve this friction themselves and come out stronger.

 

Step 3: What's the Right Tool for the Job?

If your role is to facilitate, what's your most powerful tool? The Team Charter (or ground rules). Why? Because it's a document created by the team, for the team. The real magic isn't the final document; it's the conversation the team has while creating it. That discussion is where they align on how to communicate, how to disagree respectfully, and how to make decisions. It's the mechanism that moves them from Storming to Norming.

 

Evaluating the Options: Spotting the PMI Answer:

 

Now that we have a clear strategy—facilitate the creation of a Team Charter—let's dissect the typical answer choices PMI will throw at you.

 

  • Option A: The "Wait and See" Trap. "Allow the team to work through these issues on their own."
    • Why it's a trap: This mistakes passivity for empowerment. A self-organizing team still needs a leader to provide the environment and tools to succeed. A PM who lets a team founder in conflict isn't leading; they're hoping for the best. PMI wants proactive leaders.

 

  • Option B: The "Escalate Prematurely" Trap. "Report the two senior engineers to their functional managers."
    • Why it's a trap: This is almost always the wrong first move on the exam. It violates the principle of handling conflict at the lowest possible level. It undermines your authority as a leader and damages the trust you have with your team. This is a last resort, not a first step.

 

  • Option C: The "Benevolent Dictator" Trap. "Draft a list of meeting rules and email it to the team to follow."
    • Why it's a trap: This is the sneakiest wrong answer. The what (meeting rules) is right, but the how (the PM creating them alone) is completely wrong. A top-down directive, no matter how well-intentioned, will not get the genuine buy-in that a collaborative session will.

 

  • Option D: The Gold-Standard PMI Answer. "Schedule a dedicated session to facilitate a discussion with the team to develop a set of ground rules for collaboration and decision-making."
    • Why it's the best answer: This is pure PMI. It uses the right verb (facilitate). It involves the entire team (discussion). It produces the correct outcome (ground rules / Team Charter). It empowers the team to own their process and directly addresses the root cause of the storming. It solves the immediate problem while making the team stronger for the future.

 

 

Example 2: 

 

A project manager observes that team members are working independently in silos and actively avoiding collaboration. As a result, deliverables are being delayed due to miscommunication and duplicated efforts. 

 

What should the project manager do first?

 

A. Establish a team charter that outlines communication norms.
B. Apply disciplinary action for repeated instances of inefficiency.
C. Decrease the team's size to reduce coordination challenges.
D. Conduct individual performance evaluations.

 

The Thinking Process: How a Pro Deconstructs the Problem

 

Step 1: What's Really Going On Here?


First, let's diagnose the root cause. The symptoms are the painful project outcomes: delays, miscommunication, and wasted work. But the question tells us the cause: "working independently in silos and actively avoiding collaboration." This is a team that has not gelled. They are functioning as a collection of individuals, not a unified team. This is a classic symptom of a team stuck in the Forming stage. They lack a shared understanding of how to work together.

 

Step 2: What's My Job Right Now?
The project manager's immediate goal is to fix the broken process and get the team working as a team. This requires a foundational solution, not a superficial one. The role here is that of a Director and Facilitator—someone who provides the structure and guidance for the team to build a collaborative framework.

 

Step 3: What's the Right Tool for the Job?


What is the primary tool for a team that doesn't know how to work together? A Team Charter. By facilitating the creation of a charter, the project manager forces the necessary conversations about communication, roles, and processes. It's the act of creating the charter that begins to break down the silos and build the foundation for collaboration.

 

Evaluating the Options: Spotting the PMI Answer:

 

  • B. Apply disciplinary action...
    • Why it's a trap: This is a punitive and wrongheaded approach. It treats a systemic process failure as an individual behavioral problem. You can't punish people for being inefficient when you haven't given them a clear framework to be efficient in the first place. This would destroy any hope of building trust.
  • C. Decrease the team's size...
    • Why it's a trap: This is a drastic action that doesn't solve the underlying issue. A smaller team can still work in silos. The project manager would be avoiding the core problem of fostering collaboration.
  • D. Conduct individual performance evaluations.
    • Why it's a trap: This focuses on the individual when the problem is with the team's collective process. It reinforces the very siloed behavior that's causing the delays. The issue isn't one person failing; it's the system of teamwork that is failing.
  • A. Establish a team charter that outlines communication norms.
    • Why it's the best answer: This is the perfect foundational solution. It directly attacks the root cause. A Team Charter forces the team to have the conversations they've been avoiding and to agree on their rules of engagement. It is the most proactive and effective "first step" to move them out of Forming and into a more collaborative state.

 

Example 3: 

 

An organization is transitioning to agile. A project team is in the Norming phase. The project manager assigns reporting responsibilities to the newest team member. This makes other team members uncomfortable, and they start to question the project manager's decision. 

 

What should the project manager do?

 

A. Explain the reasons for giving this responsibility to the team member.
B. Take back the delegated responsibility to keep the team working harmoniously.
C. Invite team members to volunteer for roles they feel suited for.
D. Remind the team that such administrative decisions are part of the project manager's duties.

 

The Thinking Process: How a Pro Deconstructs the Problem

 

Step 1: What's Really Going On Here?


The key piece of information is that the team is in the Norming stage. This means they have already built a level of trust and collaboration. Their "discomfort" and "questioning" is not the chaotic conflict of Storming; it's a reaction to a specific event that seems to violate their established (but perhaps unspoken) norms. The root cause is a breakdown in shared understanding. They don't understand the "why" behind the PM's decision, and it's making them feel uneasy.

 

Step 2: What's My Job Right Now?


Because the team is in a mature stage (Norming), the project manager's role is that of a Facilitator and a partner. An authoritarian, top-down response would be a huge step backward and would damage the trust the team has worked hard to build. The goal is to address their concerns transparently and respectfully, reinforcing the collaborative environment, not shattering it.

 

Step 3: What's the Right Tool for the Job?


The best "tool" here is open and honest communication. The project manager needs to bridge the gap between their good intention (developing a new team member) and the team's perception (questioning the decision). The most effective way to do this is to treat them like the mature professionals they are and simply explain the rationale behind the action. This respects their position and turns a moment of uncertainty into a coaching opportunity for the entire team.

 

Evaluating the Options: Spotting the PMI Answer

  • B. Take back the delegated responsibility...
    • Why it's a trap: This is a weak, conflict-avoidant response (Smoothing/Accommodating). It undermines the new member, signals to the team that the PM's decisions can be easily overturned by complaints, and fails to address the team's actual concern.
  • C. Invite team members to volunteer...
    • Why it's a trap: While volunteering is a good practice, doing it now is a reaction that avoids the core issue. It's an indirect way of revoking the assignment and doesn't address why the team was uncomfortable in the first place.
  • D. Remind team members that... decisions are the project manager's duties.
    • Why it's a trap: This is a "Force/Direct" response. It's authoritarian and completely inappropriate for a team in the Norming stage. This action would instantly destroy trust and throw the team right back into a deep and resentful Storming phase.
  • A. Explain the reasons for giving this responsibility to the team member.
    • Why it's the best answer: This is the perfect servant leadership response. It is transparent, respectful, and collaborative. By explaining the "why" (e.g., "I assigned this as a development opportunity..."), the project manager treats the team as valued partners, addresses their concerns directly, and reinforces the trust that defines the Norming stage.

 

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