🎓 Study Notes: 5.1 Working in a Team (Travel and Tourism 9395 AS Level) 🎓

Welcome to the most important chapter for your Paper 2 Coursework! Planning and running a successful travel and tourism event is virtually impossible alone. This chapter focuses on the vital skills needed to work effectively in a group, which is key to scoring high marks in the "Working in a Team" section of your assessment. Let's dive in!

1. Overview of Team Working

A team is a group of people working together to achieve a specific, shared goal. In the context of Paper 2, that goal is successfully planning and managing your travel and tourism event.

The Purpose of a Team in Event Management

Working in a team is essential because:

  • Shared Workload: Event planning involves countless tasks (marketing, finance, safety, bookings). A team allows these tasks to be distributed, preventing one person from becoming overwhelmed.
  • Diverse Skills and Perspectives: Everyone brings unique talents (e.g., one person might be great at design, another at budgeting). This leads to more creative and robust solutions.
  • Better Problem-Solving: When unexpected issues arise (like a transport cancellation), a team can brainstorm solutions faster and more effectively than an individual.
  • Increased Accountability: Team members rely on each other, which motivates everyone to complete their assigned roles on time.

Key Takeaway: Teamwork ensures that complex projects like a tourism event are managed efficiently, drawing on a wider pool of knowledge and effort.

2. Team Structure and Specific Roles

For your event to run smoothly, you need a clear team structure where everyone knows their job. Confusing roles leads to tasks being forgotten or duplicated.

Common Team Roles in a Tourism Event (and what they do!)

These are the common roles you will need to define for your group event:

  • Chairperson: The main leader and facilitator. They keep meetings focused, ensure decisions are made, and manage overall progress. (They are the conductor of the orchestra.)
  • Minute Taker/Administrator: Responsible for recording the proceedings of meetings, distributing meeting notes (minutes), and keeping all official documents organised (e.g., booking confirmations).
  • Finance Officer: Manages all money matters. This includes creating the budget, tracking expenses, collecting payments from customers, and preparing financial reports.
  • Marketing Officer: Focuses on promotion. They design marketing materials, manage social media campaigns, and ensure the event appeals to the target audience.
  • Health & Safety (H&S) Officer: Crucial for the event's safety. They conduct the risk assessment, ensure legal requirements are met, and manage safety on the day (e.g., first aid arrangements).
  • Catering Officer (if applicable): Manages all food and beverage logistics, ensuring dietary needs are met and suppliers are booked.

⚠ Accessibility Tip: When allocating roles, consider factors influencing the roles allocated, such as existing strengths (who is good at maths? finance officer!), availability, past experience, and even their confidence level in public speaking.

3. Qualities of Effective Teams

A group of people given roles isn't automatically a high-performing team. Effective teams share specific qualities that boost their likely success.

The 'C' Qualities of Success
  • Clear Goals: Everyone understands the event’s aims and objectives (e.g., "Raise $500 profit" or "Host a pollution-free tour").
  • Communication: Information flows freely, accurately, and politely between all members. This means being a good listener as well as a clear speaker.
  • Commitment: All members are motivated and dedicated to the successful outcome of the event, even when facing difficulties.
  • Cooperation: Members support each other and are willing to step in and help a colleague who is struggling.
  • Conflict Resolution: They address disagreements quickly, professionally, and focus on the problem, not the person.

💡 Did you know? The term synergy is often used in teamwork. It means that the combined effort of the team is greater than the sum of the individual efforts (1 + 1 = 3).

4. Understanding Leadership Roles (Belbin)

The syllabus mentions leadership roles, e.g. Belbin. Belbin is a popular model used by businesses to understand the behavioural strengths and weaknesses people naturally bring to a team. It focuses on *role* rather than *job title*.

The main idea of Belbin is that a balanced team needs a mix of three types of roles:

A Simplified Look at Belbin Team Roles
  1. Action-Oriented Roles (The Doers): These people focus on getting tasks completed, often under pressure. They drive the team forward.
    Example: The person who insists on setting deadlines and making sure the venue is booked immediately.
  2. People-Oriented Roles (The Socialisers): These people focus on team cohesion, communication, and smoothing relationships. They ensure the group works well together.
    Example: The person who encourages quieter members to speak and manages communication with external suppliers.
  3. Thought-Oriented Roles (The Thinkers): These people bring ideas, critical analysis, and technical expertise. They are essential for planning and problem-solving.
    Example: The person who researches five different transport options and calculates the precise risk assessment.

The Lesson for Event Planning: You need people filling all these types of roles. If your team only has "Doers," you might rush decisions; if you only have "Thinkers," you might never start the event! Using a model like Belbin helps you ensure the team is balanced.


✍ Quick Review: Effective Team Factors

What determines the likely success of the team?

  • Clear definition of roles (e.g., specific H&S Officer).
  • Balanced distribution of Belbin-style roles (Doers, Thinkers, Socialisers).
  • Strong internal communication and conflict management.


5. Organising Effective Meetings

Meetings are the backbone of event planning. They must be structured and documented. You need evidence of this for your Paper 2 portfolio.

(a) How to Form a Meeting

A meeting should only be formed when there is a clear necessity, such as:

  1. To establish the initial concept and allocate roles.
  2. To review progress against the timeline/Gantt chart.
  3. To address a major problem or risk (e.g., a venue dropping out).
  4. To finalise the budget and check financial accounts.
(b) Ways to Call a Meeting

The method chosen depends on urgency and formality:

  • Formal Email/Calendar Invite: Best for official records and ensuring everyone receives the necessary documents (like the agenda).
  • Group Chats (e.g., WhatsApp, Telegram): Useful for quick check-ins, urgent questions, or informal updates. (Note: Be careful with privacy—see Section 6).
  • Face-to-Face (or Virtual) Announcement: Used to schedule the next meeting at the end of the current one.
(c) Agendas and Minute Taking

The two most important documents for a meeting are the agenda (before the meeting) and the minutes (after the meeting).

📝 1. Agendas (The Plan)

An agenda is a list of items to be discussed, usually sent out *before* the meeting. Its purpose is to keep the discussion on track. Key components include:

  • Date, time, and location of the meeting.
  • List of attendees (and apologies for absence).
  • Review of actions from the previous meeting (critical for accountability).
  • Numbered list of discussion topics (e.g., "3. Marketing Strategy Review," "4. Safety Risk Assessment Update").
  • "Any Other Business" (AOB) and date of the next meeting.
📄 2. Minute Taking (The Record)

The minutes are the official record of what happened. They should focus on three things:

  1. Decisions Made: What was agreed upon (e.g., "Venue confirmed as City Hall.")
  2. Actions Agreed: Who must do what, and by when (e.g., "Finance Officer to secure catering deposit by Friday 10th.")
  3. Key Issues Discussed: Summaries of debates or problems encountered.

Remember: Minutes are the ultimate evidence of your team working effectively and keeping track of responsibilities.

6. Safety with Using Social Media Platforms

In modern event planning, social media platforms (like group chats or blogs) are vital for fast communication and promotion. However, they carry risks.

Safety and Security Guidelines
  • Confidentiality: Never share sensitive information (like customer payment details, detailed risk assessments, or private financial accounts) on public or semi-public platforms like group chats or social media blogs.
  • Data Protection: Ensure that any customer data (names, emails, contact numbers) is stored securely and is not posted in team chats. (This links directly to the need for data protection in section 5.4).
  • Professionalism: All posts, images, and discussions must remain professional. Remember that screenshots of group chats might be used as evidence in your portfolio or seen by external stakeholders.
  • Online Security: Use strong passwords and two-factor authentication for any accounts used for event management (e.g., ticket booking systems, promotional accounts).

⚠ Common Mistake to Avoid: Using the event's public social media account to post personal opinions or debate internal team conflicts. Keep internal discussions private and focused on the event.

You have now mastered the requirements for setting up and running your team efficiently—a vital foundation for planning the rest of your travel and tourism event!