leading virtual teams: build relationships online for effective teams
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© Interaction Associates and ZOOM Collaborate
© Interaction Associates and ZOOM Collaborate
Partner, ZOOM
Partner, ZOOM
Manager, Business Development
© Interaction Associates and ZOOM Collaborate
Who We Are
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For over 43 years, Interaction Associates (IA) has been an innovator of collaboration tools and techniques that help leaders and teams in global organizations build high-involvement cultures.
In both 2012 and 2013, IA was named one of Training Industry‘s “Top 20 Leadership Training Companies.”
… a strategic partner of Interaction Associates, ZOOM Collaborate helps leaders and teams tackle their most challenging collaborative challenges – in person and across distances – with virtual instructor-led training and skills application coaching.
Your Hosts
© Interaction Associates and ZOOM Collaborate
Who We Are
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Who You Are
• You work and meet in a
global organization.
• On a virtual team, or virtual
project or team leader.
• A functional leader of
dispersed groups.
• A coach to virtual teams.
• A trainer or facilitator of
virtual groups or teams.
© Interaction Associates and ZOOM Collaborate
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© Interaction Associates and ZOOM Collaborate
“Respond to invitations: • Share your answers to our
questions in CHAT
• put your own questions in CHAT • and respond to POLLS or
Voting.”
“Barry, what’s the best way for us to
participate today?”
© Interaction Associates and ZOOM Collaborate
Definitions
© Interaction Associates and ZOOM Collaborate
Groups and Teams
© Interaction Associates and ZOOM Collaborate
Virtual Team
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© Interaction Associates and ZOOM Collaborate
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• Save time.
• Save money.
• Enable diversity.
• Facilitate global collaboration.
• Boost productivity.
It’s more and more
common for companies to
have as many as 50% of
employees working on
virtual teams.
1 The Virtues of Virtual Teams
* Virtual Team Success: A Practical Guide for Working and Leading
from a Distance
Almost 1/3 of virtual
teams fail.
© Interaction Associates and ZOOM Collaborate
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• Solve problems.
• Make decisions.
• Produce deliverables.
• Accomplish shared goals.
© Interaction Associates and ZOOM Collaborate
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• Work individually and
together.
• Build relationships.
• Bring different skills sets.
• Meet to get things done.
© Interaction Associates and ZOOM Collaborate
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But they have some
differences based on
and team
members interact.
Which makes them look,
feel and behave like
!
© Interaction Associates and ZOOM Collaborate
Punchline…and with great fanfare…
One cannot set up
and lead a virtual
team in the same
way as a co-located
team and hope to
achieve great
results.
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© Interaction Associates and ZOOM Collaborate
Common Virtual Team Challenges
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With little or no regular f2f contact…
• Team members have trouble staying aligned on and executing team goals and priorities.
• Instead they fall back to managing their own “to do” lists.
© Interaction Associates and ZOOM Collaborate
Common Virtual Team Challenges
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Interacting online, without
visual cues, it’s hard to…
• Assess group dynamics.
• Determine people’s needs.
• Be confident knowing you’ve
made the right move.
© Interaction Associates and ZOOM Collaborate
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Without seeing their impact on others, team members often…
• Lose track of who’s responsible for what.
• Take less initiative.
• Are less engaged in group discussions.
• Simply check out.
Common Virtual Team Challenges
© Interaction Associates and ZOOM Collaborate
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• Confuse team members and slow down communication.
• Increase frustration, tension, and isolation.
Working across different time-zones, cultures, and languages can…
Common Virtual Team Challenges
© Interaction Associates and ZOOM Collaborate
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With little face-time except
for an occasional video call…
• Many teams members don’t form positive, collegial bonds, and
• Leaders hear third-party comments about how “some people don’t follow through on this or that.”
Common Virtual Team Challenges
© Interaction Associates and ZOOM Collaborate © Interaction Associates and ZOOM Collaborate
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CHALLENGES SOLUTIONS
© Interaction Associates and ZOOM Collaborate
LEADERSHIP CHALLENGE:
Keeping People Aligned
© Interaction Associates and ZOOM Collaborate
Team
Charter
Refresh Your Team Charter
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Team
Charter
© Interaction Associates and ZOOM Collaborate
Refresh Your Team Charter
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StarTeamTM Assessment
© Interaction Associates and ZOOM Collaborate
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© Interaction Associates and ZOOM Collaborate
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© Interaction Associates and ZOOM Collaborate
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© Interaction Associates and ZOOM Collaborate
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© Interaction Associates and ZOOM Collaborate
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© Interaction Associates and ZOOM Collaborate
LEADERSHIP CHALLENGE:
Assessing Needs and Focusing My Attention
© Interaction Associates and ZOOM Collaborate
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Balance Your Attention Across Three Dimensions
© Interaction Associates and ZOOM Collaborate
Question: When things on your virtual team breakdown, which Dimension of Success do you tend to disregard? Results? Process? Relationship?
Please type your answer in CHAT.
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© Interaction Associates and ZOOM Collaborate
Needs that Motivate Us to Take Action
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© Interaction Associates and ZOOM Collaborate
Things You Can Say Along the Way
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© Interaction Associates and ZOOM Collaborate
Δ +
• Using WebEx instead of just
phones in our meetings is
more efficient. (Process)
• Were enjoying getting to
know each other.
(Relationship)
• We all met our deadlines this
week. (Results)
• Get clearer on everyone’s area
of responsibility. (Process)
• Post everyone’s picture on our
team portal. (Relationship)
• Said we’d shrink proposal
process to two weeks and we’re
not there yet. (Results)
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© Interaction Associates and ZOOM Collaborate
LEADERSHIP CHALLENGE:
Inclusion and Engagement
© Interaction Associates and ZOOM Collaborate
Externalize Your Thinking
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What
• Decisions
• Concerns
• Issues
• Options
© Interaction Associates and ZOOM Collaborate
1 Describe the situation.
2 Say why it’s important.
3 Articulate your
reasoning.
4 Make a request, if
appropriate.
How To Externalize Your Thinking
• Decisions
• Concerns
• Issues
• Options
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© Interaction Associates and ZOOM Collaborate
Get People Involved in Decision Making
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1. What’s the decision?
2. Who are the
stakeholders?
3. What level of
involvement will
each have?
4. How will I
communicate the
decision-making
approach to them?
© Interaction Associates and ZOOM Collaborate
LEADERSHIP CHALLENGE:
Building Trust and Rapport
Of top 5 actions leaders can
take to build trust, 2 involve
Decision Making:
communication rationale
seeking input.
© Interaction Associates and ZOOM Collaborate
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To deliver on our commitments.
To work together in a clear
and collaborative way.
To care about each other’s
well-being.
© Interaction Associates and ZOOM Collaborate
I ASKED FOR
A,B,C.
YOU GAVE ME
A,B,C.
Foster Trust Based On Performance
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© Interaction Associates and ZOOM Collaborate
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Foster Trust
by Modeling
Direct
Feedback
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© Interaction Associates and ZOOM Collaborate
Foster Trust with Authentic Communication
Express
Ethos
Give for action
Connect with
Pathos
Logos
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© Interaction Associates and ZOOM Collaborate
• Express
• Connect with
• Give for
action.
Write your answer in
© Interaction Associates and ZOOM Collaborate
LEADERSHIP CHALLENGE:
Leveraging Differences and Maintaining Cohesion
© Interaction Associates and ZOOM Collaborate 46
Desired
Outcomes
Teach a Common Collaborative Language
Open-Narrow-Close
Seek to understand before
trying to convince.
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Team
Charter
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• Decisions
• Concerns
• Issues
• Options
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the facts
the impact
check perceptions
request
agreement
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Ethos Pathos
Logos
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© Interaction Associates and ZOOM Collaborate
© Interaction Associates and ZOOM Collaborate
Tools for Building Trust
and Involvement
Something for You
© Interaction Associates and ZOOM Collaborate
© Interaction Associates and ZOOM Collaborate
barryr@zoomcollaborate.com
susandg@zoomcollaborate.com
avega@interactionassociates.com
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