How to Manage the Team Formation Process Effectively: 7 Essential Steps
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Understanding how teams grow is a central part of leadership. Every group begins in uncertainty, moves through tension, and slowly settles into confidence. These shifts are not random. They follow a pattern that psychologists have studied for decades. Managers who understand this team formation pattern have a better chance of guiding their people through the difficult periods without losing time or trust.
In pharmaceutical field management, the stakes are even higher. A typical district manager works with six to eight medical representatives spread across a wide geographical area. They face pressure from physicians, distributors, CRM expectations, and targets that renew every month. A team that stays stuck in conflict or confusion will lose ground quickly. A team that learns how to move through these early phases with structure and honesty will usually pull ahead.
This guide explains the full team formation process, how each stage looks in real life, and how a field manager can support the team from the first meeting to reliable performance. It combines practical leadership habits with reflections from field force work. If you want more structured tools to support these steps, you can explore templates in the Marketing Tools Hub and leadership resources in the Business Guide section.
What Is the Team Formation Process
The team formation process refers to the predictable stages a group goes through when people start working together. The most widely used model describes four main phases.
Forming
Storming
Norming
Performing
Some leadership scholars add a fifth stage named adjourning. For field force structure, the first four stages are the ones you work with most often.
These stages appear every time you bring people together, even if the team is experienced. A new target, a change of territory, a product launch, or a new CRM workflow can push the group back into earlier phases. Managers sometimes believe a mature team is safe from instability. Experience shows the opposite. Teams recycle through these stages whenever responsibilities change.
Why Team Formation Matters in Pharma Field Management
Pharma field teams operate close to customers. Their rhythm depends on the quality of relationships with physicians and pharmacists. When the team is unsettled, this uncertainty shows in the field. Call planning becomes reactive. Coverage drops. Messages lose sharpness. Competitors gain space. A district manager who knows where the team stands in its development can make wiser decisions.
A few examples from daily practice show this clearly.
When a newly hired medical representative joins an established team, conflict often arises even if it is unspoken. The territory might shift, targets may change, and workloads may become uneven. A manager who sees the team entering a storming phase can address issues before they turn into resistance.
During a product relaunch, teams often slip from performing back to forming. They need clarity, not pressure. A manager who slows down and resets expectations usually rebuilds momentum faster.
This understanding of human behavior connects well with other leadership topics covered in the Learning Hub, such as motivation, feedback, and communication.
The Four Stages of Team Formation
Below is a full explanation of each stage of the team formation process, followed by specific actions a manager can take to guide the team forward.
1. Forming Stage
When a team is forming, people are polite and cautious. They avoid conflict and try to understand the rules. A new manager or a major restructuring often brings this stage back. In the field force, forming also appears when people move territories, shift product priorities, or take on new KPIs.
Typical Behaviors
People listen more than they speak.
Questions rise about expectations and responsibilities.
Trust is shallow.
Individuals hesitate to challenge ideas.
Manager’s Role
In this stage, clarity matters more than speed. Offer a clear purpose, define what good performance looks like, and set early routines.
Practical actions include
Holding a structured kickoff meeting.
Explaining how CRM metrics such as frequency, coverage, and call rate will be reviewed.
Discussing expected coordination with distributors.
Inviting each representative to describe their territory reality and early challenges.
A simple way to strengthen confidence at this stage is to show genuine curiosity. When team members feel their context is understood, they settle faster.
2. Storming Stage
Storming is the period when tension rises. This is normal. People share stronger opinions once they feel more comfortable. In pharma field teams, storming often appears around workload balance, territory fairness, and customer access. It also appears when a manager pushes for discipline in CRM use or message execution.
Typical Behaviors
Disagreements become visible.
People compare workloads and outcomes.
Resistance appears when targets feel unrealistic.
Private conversations multiply.
Managers sometimes interpret this tension as failure. It is usually a sign the team is beginning to understand its real challenges.
Manager’s Role
During this team formation stage, do not avoid conflict. A manager who pretends everything is fine prolongs the storm. Invite a structured discussion. Use simple questions.
What is slowing us down
What do you need from each other
What information is not reaching the field in time
The key is neutrality. When team members feel the discussion is safe, they speak honestly. Be firm about professional behavior yet flexible about finding solutions.
Encourage data. For example, compare access levels across regions or review customer segmentation to ground the conversation.
Storming is also a good moment to reinforce coaching. Use field visits to observe gaps directly. Provide feedback in a calm tone. Encourage each representative to experiment with small improvements.
3. Norming Stage
The Norming phase of team formation begins when conflict gives way to cooperation. People understand their roles more clearly. They ask for help without hesitation. Territory handovers become faster. Representatives share field insights more openly and accept support.
Typical Behaviors
Higher trust.
Improved communication.
Agreement on priorities.
Smoother collaboration through CRM and WhatsApp groups.
Manager’s Role
During norming, your goal is to reinforce positive behaviors. Create shared routines. Use weekly or biweekly meetings to align on product priorities, coverage expectations, and competitive messages. Encourage peer guidance. A representative who manages a difficult region can offer advice to another working through similar barriers.
You can also begin to delegate more. Ask team members to lead sections of the meeting or present short updates on customer insights. This builds ownership and strengthens the link between field reality and strategy.
Norming is also a good time to revisit tools in the Marketing Tools Hub, such as SWOT templates or call planning frameworks, to encourage structure.
4. Performing Stage
The Performing stage of team formation is the point when the team works with confidence. They collaborate without prompting. They understand the product deeply. They anticipate competitor activity. They manage distribution challenges without drama. Their CRM reporting is honest, consistent, and timely.
A performing team frees the manager to shift focus toward coaching, market intelligence, and strategic planning rather than pushing for basic discipline.
Typical Behaviors
High trust.
Fluid communication.
Responsible ownership of territories.
Stable results and steady growth.
Manager’s Role
Support momentum. Provide advanced coaching and deeper training. Help individuals pursue higher standards. Introduce development conversations. Share broader insights from national meetings. Encourage each representative to take responsibility for their own improvement plan.
Performing teams also benefit from exposure. Present their success stories in cross-district calls. Highlight their approaches in larger company meetings. Recognition reinforces culture.
How to Help Your Team Move Through the Stages of Team Formation
The stages of team formation do not move automatically. The manager needs to guide them. Below are seven steps that help most teams progress by moving along the team formation process.
Step 1. Offer a Clear Purpose Early
People commit when they understand why the team exists. Early communication should cover the purpose, market expectations, product role, and company vision. For a pharma field team, this includes:
Defining target customer groups.
Clarifying coverage expectations.
Explaining product positioning.
Outlining expectations for ethical promotion.
Describing how CRM data will support decisions.
When the purpose is clear, decisions become easier.
Step 2. Set Simple Routines
Stability reduces anxiety. Fixed meeting schedules, CRM review cycles, and reporting habits help the team settle. For example:
Weekly or biweekly team meetings.
Specific times for distributor stock counts.
Regular review of call rate and coverage.
Structured territory planning cycles.
These routines and more insights are available in the Business Guide and Learning Hub.
Step 3. Encourage Open Dialogue
During the team formation process, Teams cannot skip storming. The goal is not to avoid disagreement but to handle it well. Teach the team basic conversation habits.
Speak from your own experience.
Use data to support your point.
Listen without interrupting.
Look for shared goals.
As the manager, guide the conversation rather than dominate it. A gentle question often has more impact than a long speech.
Step 4. Build Trust Through Field Coaching
Trust grows when the manager spends time in the field. Coaching visits offer a clearer picture of customer behavior and representative development. Focus on three areas:
Observation of call structure.
Skill assessment of objection handling.
Ability to position products against competition.
Provide feedback calmly. Offer one improvement at a time. Reinforce progress in later visits. These habits connect directly with earlier guides on coaching in your Business Guide section.
Step 5. Create Shared Work
To pass your challenge of the team formation process, Nothing strengthens a team like shared achievement. In pharma, this might involve:
Joint visits for key doctors.
Shared responsibility for a product during a relaunch.
Collaborative presentations during cycle meetings.
Team analysis of competitive messages.
Shared work builds respect. People understand each other’s strengths better when they see them in action.
Step 6. Develop Individuals Gradually
Teams move through the stages of the team formation faster when individuals grow. Offer small development paths. One representative could lead a session on objection handling. Another could manage a local pharmacy campaign. A third might build a simple TAP (territory action plan) and share it with the group.
Development is easier when managers use the structured learning methods found in the Learning Hub, which supports frameworks and educational content.
Step 7. Reinforce Culture
A team becomes stable when values are consistent. Culture is not created by slogans. It grows through behavior.
Reinforce principles such as responsibility, respect, collaboration, honesty about CRM entries, and patient-centered promotion.
Culture also relies on fairness. Distribute territories with care. Adjust workloads when regions shift. Explain decisions clearly. Teams trust managers who make balanced choices.
Practical Example of Team Formation in a Pharma Context
Imagine you take over a district team of seven representatives. The company has just updated claims for a major product. Target segments shifted from general practitioners to a mix of cardiologists and internists. Access varies by region.
The team formation stages will be reupdated. In the forming stage, people are silent. They note the change in customer lists and ask careful questions. They want to know how success will be measured.
Storming begins two weeks later. Representatives question the accuracy of segmentation. They compare their territories. Some feel their doctor list is smaller. Others mention that CRM reminders are unrealistic under current access conditions.
Norming appears once the manager facilitates open discussion, adjusts expectations, and invites representatives to share field observations. The group agrees on practical adjustments in coverage cycles. They exchange advice about hospital entry points and local distributor challenges.
Performing follows as the team builds confidence. They coordinate key messages. They manage objections with ease. They address competitive claims quickly. CRM data becomes cleaner. Territory action plans become routine.
This journey mirrors the natural evolution of the team formation for most field teams.
How to Diagnose Your Team’s Current Stage
Managers often ask how to determine which stage of team formation they are in. Below is a simple reference.
The team is still forming when they avoid sharing difficulties.
The team is storming when complaints appear more than solutions.
The team is norming when meetings feel smoother and collaboration rises.
The team is performing when the manager spends more time coaching than fixing.
Final Thoughts
Managing the team formation process is both practical and human. Teams need structure, but they also need time to adjust. When a manager understands the predictable stages and supports the team with clarity, coaching, and patience, performance improves naturally. The group becomes more stable in the field, more confident with physicians, and more resilient under pressure.
A strong team is not formed by accident. It is shaped through attention, fairness, and consistent leadership.
If you want to build further skills in guiding people, you can explore extended leadership articles in the Business Guide or get some inspiration from the Business Book Summary section.
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