Super Salesman Sam

MAX ISAAC

Sam, a mid-level consultant in small consulting firm was frustrated by lack of career progress. He participated in a Team Role analysis conducted by Belbin North America, which opened his eyes to skills he possessed but was not using.

When learning about the nine team roles, Sam could see that he spent much of his time doing the kinds of tasks associated with the Shaper role: people who make things happen no matter the obstacles, who thrive with challenge and pressure.

But the profile report he received showed that both he and others around him saw even stronger talents, those embodied in the role of Resource Investigator: an extroverted person who naturally keeps and maintains a lot of contacts, and uses those contacts to find resources the team needs.

A small portion of the Team Role report is shown in the figure. The numbers reflect how highly both Sam (“Self”) and a number of “observers” (coworkers) felt about his ability to perform the jobs associated with various roles. It surprised Sam that even he rated himself higher in the RI (resource investigator) skills; but what struck him most was just how much higher the observers rated him in that category.

For Sam, this mismatch between the type of work he spent his time doing (Shaper) and the type of work he was even better at (Resource Investigator) had held him back in his career. By focusing more on performing the Resource Investigator role, Sam became even more effective in his job. And within three years his career success allowed him to become a partner in a Big 3 consulting firm.

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About the Author

Max is the CEO of Belbin North America. He brings a depth of knowledge and experience from his career in general management and consulting in North America, England, Europe and Asia. Max has assisted CEOs and senior leaders within client organizations with the design and implementation of Interaction Planning processes, team based organizational development programs and Lean Six Sigma initiatives.

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Lindsay Lalla

Lindsay Lalla is the VP of Marketing and Client Support for Belbin North America. Most recently, she has been spearheading the introduction of the Belbin Team Role methodology into North America. Lindsay is a skilled facilitator, and also runs the Belbin Accreditation classes where she certifies others in the Belbin method.
Lindsay’s formal education is in instruction and performance. Combined with her 17 years of adult education experience, she brings a depth of understanding in how to deliver the highly experiential workshops that are a hallmark of the Belbin North America approach to education and organizational development.

Patrick Ballin

Patrick offers more than 25 years of experience with some of the most successful businesses in Europe as a consultant, change manager and executive coach.

He has helped many well-known organisations to get their ideas and projects off the ground by working with business leaders and their teams to optimise interaction, strategy and execution.
Patrick was Global Head of Supply Chain and Logistics Development for The Body Shop, an international retailer of ethical health and beauty products, and managed its change programme across 52 countries. In 2009, he set up the national redundancy coaching service, Rework, for the UK industry charity, Retail Trust. Patrick spent his earlier career with ACWL Group, one of the pioneering UK Apple Centres, where he was a divisional Director.
He holds an MA in Natural Sciences from the University of Cambridge, is a Visiting Lecturer for Brighton Business School, a Fellow of the RSA and coach for social enterprise incubator On Purpose.

Max Isaac

Max is the CEO of 3Circle Partners. He brings a depth of knowledge and experience from his career in general management and consulting in North America, England, Europe and Asia.
Max has assisted CEOs and senior leaders within client organizations with the design and implementation of Interaction Planning processes, team based organizational development programs and Lean Six Sigma initiatives.
Prior to moving into the field of organizational development, Max was the CFO for the Retail Division within The Molson’s Organization, where he took a lead role in growing the business to over $1 billion in revenues, doubling its size in four years through acquisitions and internal growth.
Max is co-author of Close The Interaction Gap, The Third Circle – Interactions That Drive Results, Setting Teams Up for Success and A Guide to Team Roles. He is also the contributing author of the Organizational Change sections of Mike George’s books Lean Six Sigma published in May 2002 and Lean Six Sigma for Service published in June 2003. Max is a registered CPA, CA in Canada. His undergraduate degree was earned at Witwatersrand University, South Africa.