Virtual Working
Today many of us have to work in virtual teams - that is
teams who are not in the same location, who work more apart
than together and who frequently are of different nationalities
and in different time zones. They have to use technology – some
of the time at least - in order to communicate and work towards
their common goal.
Successful virtual teams depend more on the people and the
thought that goes into setting them up, than they do on the
technology used. As with many things in business, the more thought
that goes into them up front, the better the chances for success.
- Make sure that there is a senior champion or sponsor(s)
for the team – someone to help when things get stuck. In
one of our projects (3 spread across the Americas, 3 spread
across the UK, one in the Middle East and one in Australasia)
we had a steering committee led by two sponsors who were
quite senior in the organisation. They were chosen by the
team as people who could help us to achieve our aims and
in particular could support us to get discussions about
behaviour change into Senior Management circles.
- When considering who will be members of the team, those
chosen must want to be included and be motivated to work on the team (that is
to have a personal commitment
– not a role that means they ‘should' be a representative).
They should be self starters
and it is best if they are able and happy to lead – as experience shows that the leadership
of the group works well when it is shared. The way
the sharing of leadership will be done is best planned in advance.
They must be pro-active, yet happy to be interdependent,
supportive and sharing.
- Start with a kick-off meeting. For best results, it
should be face-to-face as this is the speediest way to find
out about each other and build trust and rapport. In that
meeting the ground rules (the way the team agrees to work
together) and team charter must be set up. In this kick-off
meeting, you need to ensure that trust is built between
the members, that team members identify with the team (you
might consider the benefits of team branding), that they
have empathy for one another and have some shared values,
all of
which will help you to achieve the team’s purpose.
- Setting up a virtual team needs to be well thought through.
There must be a compelling and clear purpose for the team
and for the work it is to do. This purpose needs to be agreed
with sponsors and stakeholders and also have buy in from
the team members. This is the glue that holds the team together.
It is perhaps easier to have this when working on a project
team, but even a team like a European Sales Team most likely
has some joint or common targets and in helping one another
will do better than if they were on their own.
- Make sure that you understand the stakeholders’ expectations.
For this you may well need to get your sponsors involved.
What will make the work you do together successful in their
eyes? How will you know you have succeeded and the project
is finished?
- Agree objectives that everyone can contribute to. You
may know WHAT the project is about (rolling out new technology
– for example a new IT system), but HOW to do it must be
open for the team to decide on.
- Team roles need to be agreed and defined for everyone.
This is more than just who is to tackle what part of the
task you have together, but also things like who is leading
each meeting, who is watching the process, who is collecting
and collating the reports/reading that goes out 24 hours
before the meeting, who is noting actions (and perhaps for
which part of the meeting) and providing a write up of the
meeting, who is following up before and/or after with those
who can’t make the meeting.
- Team behaviours – the way the team agrees to work together
- need to be agreed (part of the team charter). This will
include things like how people check in for meetings, what
a person does when he/she can’t make a meeting (whose responsibility
is it to report in on this person’s behalf and to bring
them up to date afterwards?), how you rotate meetings both
in venue (for face-to-face) and in time if you are working
across time-zones, how you keep the team up to date with
progress.
It seems that the virtual teams that work best, are those
which meet face-to-face occasionally. What is the right frequency
of face-to-face meetings to keep people engaged and trust levels
high? What is the right ratio for virtual to face-to-face?
Meetings need to be well thought through beforehand and
tightly run. Start with a social check-in, especially when
in telephone conferences when people can’t see one another.
Check at intervals during the meeting to reflect on what is
working and what isn’t working, then adjust the way you are
doing things accordingly – including how well the technology
is working for everyone – especially those sitting on their
own somewhere when it is either very early in the morning,
or very late at night.
Teams should not be too big. You could have a core team and
then call in others as needed. If several people are in one
room and others are calling in singly, we notice that the larger
groups who sit together tend to dominate or to have a meeting
within a meeting, so this needs careful facilitation.
Be considerate of time zone differences, cultural differences
and especially of those for whom English is a second (or third)
language. People who are speaking in another language may
feel even more uncomfortable when they can’t see those they are speaking
to. Give them time to think and to speak. Check that they
are following and that things are clear for them, ask if they have
questions or concerns. When you can’t see people, you don’t
know if they are confused unless you ask.
Share information 24 hours before the meeting so that everyone
is up to speed and time needn’t be wasted, especially if the
meeting is across time-zones and by telephone only. We find that
sharing information before the meeting and addressing only exceptions
and areas where people needed help or where we wanted to celebrate
a success, kept the meetings moving and kept the sense of purpose
strong.
Understand conflict when it occurs and make sure it is immediately
addressed (relationship conflict, task conflict and process
conflict – identify which it is and then address it
appropriately). It escalates much
more quickly in a virtual setting than in a face-to-face situation
because people don't check their internal stories as easily
as they might if it were face-to-face.
From our experience, the person in the leadership role has
to make sure that everyone is heard and that everyone is up
to speed. With virtual teams, there are frequently one or two
who can’t make a meeting – in the ground rules you will have
agreed whether or not they can send a substitute – if
substitutes aren't acceptable, the leader needs to catch them up both before
the meeting to see if there are any points to raise and afterwards
to provide feedback and to give a flavour of what went on. This
involves them more than just receiving an action list, especially
if there are actions behind their name. There is a lot more
overt checking that needs to happen because you can’t see someone
in the office and get a feel for where they are at – you need
to call and do it on the phone… it helps if you overtly check
twice
as much that you have agreement and/or are understood if you
are only working on the phone (even if using good video conferencing,
it is useful to double check).
As the leadership role in a virtual team is far more work
than in a team that meets face-to-face, we find that rotating
the leader role is useful for the team. Everyone gets a chance
to lead and should do so most especially when their special area is being
addressed. The handover between leaders can be informal, but
needs to happen to ensure continuity as you go forward.