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Management
of virtual
teams
Andrea Lelovics
FH Burgenland, 6.9.2013
Program
 Introduction
 Teams – summary
 Virtual teams
 “Work smart not hard”
 Home assignment – Case
Teams
What did we learn in June?
Exercise I
 Teams: definition, difference between groups and teams, factors
influencing team performance
 Team roles
 Team development stages
Teams – Definition
A team is “a small number of people with
complementary skills who are committed to a
common purpose, set of performance goals,
and approach for which they hold themselves
mutually accountable.” (Katzenbach & Smith)
Teams are more than groups
 Shared leadership roles
 Individual and mutual accountability
 Specific team purpose that the team itself
delivers
 Collective work products
 Encourages open-ended discussion and active
problem-solving meetings
 Measures performance directly by assessing
collective work products
 Discusses, decides, and does real work
together
Teams – Factors of success
 Team
 Task
 Environment
 Leadership
 Motivation
 Efficiency
 Satisfaction
Teams – Team roles
 Plant – creative, problem solver in unconventional ways
 Monitor Evaluator – logical eye, impartial judgements
 Co-ordinator – focus on team objectives, work delegation
 Resource Investigator – contact to the “outside world”
 Implementer – plan and implement workable strategy
 Completer Finisher – scrutinise the work for errors
 Teamworker – “gel” to the team
 Shaper – driver to keep team moving
 Specialist – in-depth knowledge of a key area
Team development stages I
Forming Storming Norming Performing Adjourning
Tuckman’s Model
Team development stages II
Hersey and Blanchard’s Situational Leadership ® model
3.
participating
2.
selling
4.
delegating
1.
telling
Team development stages III
Use of authority
by the manager
Area of freedom
for subordinates
Tannenbaum and Schmidt Continuum
Virtual teams
Social and complex systems
“I work with Tom Koch.”
 20 years ago?
 Today?
Virtual teams – Definition
A virtual team works across organizational
boundaries, space and time. Its members are
linked together through information and
telecommunication technology.
Virtual teams
 Physical, face-to-face meetings
 Virtual meetings
 Combination
 Virtual teams in EU projects
Virtual teams – Challenges
 Time zones
 Cultural differences
 Engagement
 Team dynamics
 Not knowing each other
 Performance measurement
 Know-how transfer
 … Communication
Exercise II
 Communication
Verbal vs. nonverbal communication
What you can find on the Internet
…
Albert Mehrabian’s communication research
Source: ivanteh-runningman.blogspot.com
Source: www.glogster.com
Communication
 Oral, written, printed, analog electronic,
digital electronic
 One-way, two-way
 1:M, 1:F, 1:1, F:F, M:M
Social systems
 Minimum two members interacting
 Boundaries: inside – outside
 Identity
 Purpose
Complex systems
 Simple systems
 Complicated systems
 Complex systems
Exercise III
 Virtual team development stages
 Challenges faced by cross-cultural virtual teams during stages of team
development
Virtual meetings
and technology
Phases of virtual meeting
 Planning
 Start of the meeting
 The meeting
 Follow-up
Planning of virtual meeting
 Objective(s)
 Schedule
 Attendees
 Medium / technology / IT staff
 Documents
 Security
Start of virtual meeting
 Signalize “in meeting” for people in your
office
 F2F meeting first
 Introduction of participants
 Rules
 Record keeping and regular summing up
The meeting
 Everyone should be active
 Easy identification of participants
 React to each comment, idea, etc.
Follow-up
 Minutes
 Tasks
 Reminders
 Information about progress
Technology
 How does it help
 Communication tool
 When does it not help
 Decision making
 Personal ownership
 Context sharing
 Trust building …
 Solution?
 Team culture
 Leadership
Communication tools for
virtual teams
 Email
 IM (AOL, Google Hangouts, Skype, …)
 Discussion boards (online PM software, project
websites, Facebook Groups, Basecamp, …)
 Voice and video chat (Google Hangouts,
Skype, ..)
 Screen sharing (Skype, GoToMeeting, Webex,
MeetMeNow…)
 File sharing (Google Drive, DropBox, …)
 Task tracking (online PM software, Trello,
Google Calendar, Basecamp, Central Desktop,
TeamWorkLive, …)
Exercise IV
 Technology used by virtual teams
 Tool
 +
 –
 When would you use it?
“Work smart not hard”
Based on Chapter 8 Working Smart of Lipnack, J. &
Stamps, J.: Virtual Teams. Reaching Across Space,
Time, and Organizations with Technology. John Wiley &
Sons, Inc. 1997
TEPA – Training of European
Partnership Animators
Czech Republic, Hungary, Poland,
Slovakia, Slovenia, Sweden
The Basics
Phase I
 Virtual team identity
 Virtual team goals
 Key people
 Connections
 Team type
Virtual team identity
Team concepts: People, Purpose, Links
 Virtual team name
 Statement of purpose
 Overall results
 Delivery dates
 Location
TEPA Virtual team identity
 Virtual team name: TEPA – Training of
European Partnership Animators
 Statement of purpose: Urgent need for local
animators of development working across
sectors and with EU funds.
 Overall results: Develop curriculum for trainers
of local animators.
 Delivery dates: 10/2006 – 01/2009
 Location: SK, CZ, HU (2), PL(3), SLO, SWE
Virtual team goals
 Handful or two key goals that cover the
purpose and overall result
 Plan goal-oriented sub-teams
TEPA Key goals
 Develop and publish a manual and didactic
material in EN, CZ, HU, PL, SK, and SLO
 Publish DVD with video case studies from
countries: CZ, HU, PL, SK, and SLO with
subtitles in national languages
 Foster networking of experts in the region
TEPA Goal-oriented sub-teams
 S1: Sub-team for text development with
international teams of experts on topics:
 S1-1: From local participation to cross-sector
partnership
 S1-2: Rural resource management
 S1-3: Strategic planning
 S2: Sub-team for DVD production (PL)
 International sub-teams for pilot training
implementation:
 S3: HU & SLO
 S4: CZ, PL & SK
 S5: Slovak sub-team for international conference
organisation
Key people
 List of key people
 Team size and bands of involvement
TEPA List of key people
Name Organisation Location
JT VIPA Banská Bystrica, SK
MB VIPA Banská Bystrica, SK
AL VIPA Šamorín, SK
GS SRDN Piran, SLO
LB CELODIN Budapest, HU
HC CpKP Ostrava, CZ
…
TEPA Bands of involvement
& team size
“Inner circle”= Core
team
Extended team
External Partners
9
17
70
TEPA List of key people
Name Organisation Location Subgroup
Band of
Involvement
JT VIPA Banská Bystrica,
SK
S1(L), S1-3, S5 Core team
MB VIPA Banská Bystrica,
SK
External partner
AL VIPA Šamorín, SK S5(L) Core team
GS SRDN Piran, SLO S1-2, S3 Core team
LB CELODIN Budapest, HU S1-1(L), S3 Core team
HC CpKP Ostrava, CZ S1-1, S4 Extended team
…
Connections
 Contact information
TEPA Contact information
Name Medium Address
Andrea Lelovics Snail mail
Email
Mobile
Skype
Kapitulská,
Banská Bystrica, SK
lelovics@...
+421 90…
and…
…
Team type
Space & Time Organisation
Same Different
Same Collocated Collocated
cross-organisational
Different Distributed Distributed
cross-organisational
TEPA
Planning for
Action
Phase II
 Purpose
 Process elements
 Responsibility and leadership
 Media plan
 Virtual team handbook
Purpose flow
Vision
Mission
Goal
Goal
Goal
Goal
Task Task Task
Task
Task
Task
Task
Result
Result
Result
Process elements
 Process elements by goal
 Task timing
TEPA Process elements
Goal Tasks Results
Develop and publish a
manual and didactic
material in EN, CZ,
HU, PL, SK, and SLO
1. Plan topics
2. Write texts
3. Coordinate chapters
4. Finalise draft for pilot trainings
5. Finalize and edit texts
6. Translate
7. Publish manual as book
8. Publish didactic notes as PDF on
websites of project and partners
Manual and didactic
material containing best
knowledge and
experience from the
region, published in 6
languages
Publish DVD with
video case studies
from countries: CZ,
HU, PL, SK, and SLO
with subtitles in
national languages
9. Plan DVD structure
10. Choose national cases
11. Prepare sripts
12. Record material
13. Cut films
14. Add titles
15. Finalise DVD
DVD with 5 films as case
studies in national
languages and subtitles
in EN, CZ, HU, PL, SK,
and SLO
Foster networking of
experts in the region
16. Pilot trainings
17. International conference
International network of
experts and local
partnership animators
TEPA Task timing
Task Start Finish
1. Plan topics 11/2006 03/2006
…
Responsibility and leadership
 Responsibility and leadership matrix
TEPA Responsibility &
leadership matrix
JT LB HC …*
1. Plan topics L R
2. Write texts L (1-1) R
3. Coordinate chapters L R
…
*Core team + Extended team
Media plan
 Members/media matrix
 Media plan
TEPA Media plan
Media Type Interaction Frequency Location Record
Kick-off
meeting
oral 2-way, F:F 1, 11/2006 Banska
Bystrica,
SK
Meeting
minutes
Email digital
electronic
2-way, 1:1 whenever
needed
Internet Email
saved
Skype oral 2-way, 1:1
and F:F
monthly Internet Chat log,
summary of
results
…
TEPA Members / media matrix
AL UBS …
Kick-off meeting ✔ ✔
Skype ✔ x
…
Virtual team handbook
 Purpose and plan
 Team directory (incl. media information)
 Calendar and communications (deadlines,
milestones, events, holidays, other
significant dates)
Recommendations for virtual
teams of EU projects
 Focus on people & interactions
 Plan face-to-face meetings once a year at least
 Take into account “soft skills” when setting up teams and
sub-teams
 Clarify tasks and processes, not just goals and roles
 Build trust
 Foster commitment
 Agree on common language
 Use technology as a tool, not as a goal
 Foster shared leadership
 Create a virtual “coffee machine”
Thank you!
lelovics@dci.sk

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Lelovics virtual teams presentation_v3

  • 2. Program  Introduction  Teams – summary  Virtual teams  “Work smart not hard”  Home assignment – Case
  • 3. Teams What did we learn in June?
  • 4. Exercise I  Teams: definition, difference between groups and teams, factors influencing team performance  Team roles  Team development stages
  • 5. Teams – Definition A team is “a small number of people with complementary skills who are committed to a common purpose, set of performance goals, and approach for which they hold themselves mutually accountable.” (Katzenbach & Smith)
  • 6. Teams are more than groups  Shared leadership roles  Individual and mutual accountability  Specific team purpose that the team itself delivers  Collective work products  Encourages open-ended discussion and active problem-solving meetings  Measures performance directly by assessing collective work products  Discusses, decides, and does real work together
  • 7. Teams – Factors of success  Team  Task  Environment  Leadership  Motivation  Efficiency  Satisfaction
  • 8. Teams – Team roles  Plant – creative, problem solver in unconventional ways  Monitor Evaluator – logical eye, impartial judgements  Co-ordinator – focus on team objectives, work delegation  Resource Investigator – contact to the “outside world”  Implementer – plan and implement workable strategy  Completer Finisher – scrutinise the work for errors  Teamworker – “gel” to the team  Shaper – driver to keep team moving  Specialist – in-depth knowledge of a key area
  • 9. Team development stages I Forming Storming Norming Performing Adjourning Tuckman’s Model
  • 10. Team development stages II Hersey and Blanchard’s Situational Leadership ® model 3. participating 2. selling 4. delegating 1. telling
  • 11. Team development stages III Use of authority by the manager Area of freedom for subordinates Tannenbaum and Schmidt Continuum
  • 12. Virtual teams Social and complex systems
  • 13. “I work with Tom Koch.”  20 years ago?  Today?
  • 14. Virtual teams – Definition A virtual team works across organizational boundaries, space and time. Its members are linked together through information and telecommunication technology.
  • 15. Virtual teams  Physical, face-to-face meetings  Virtual meetings  Combination  Virtual teams in EU projects
  • 16. Virtual teams – Challenges  Time zones  Cultural differences  Engagement  Team dynamics  Not knowing each other  Performance measurement  Know-how transfer  … Communication
  • 18. Verbal vs. nonverbal communication What you can find on the Internet … Albert Mehrabian’s communication research Source: ivanteh-runningman.blogspot.com Source: www.glogster.com
  • 19. Communication  Oral, written, printed, analog electronic, digital electronic  One-way, two-way  1:M, 1:F, 1:1, F:F, M:M
  • 20. Social systems  Minimum two members interacting  Boundaries: inside – outside  Identity  Purpose
  • 21. Complex systems  Simple systems  Complicated systems  Complex systems
  • 22. Exercise III  Virtual team development stages  Challenges faced by cross-cultural virtual teams during stages of team development
  • 24. Phases of virtual meeting  Planning  Start of the meeting  The meeting  Follow-up
  • 25. Planning of virtual meeting  Objective(s)  Schedule  Attendees  Medium / technology / IT staff  Documents  Security
  • 26. Start of virtual meeting  Signalize “in meeting” for people in your office  F2F meeting first  Introduction of participants  Rules  Record keeping and regular summing up
  • 27. The meeting  Everyone should be active  Easy identification of participants  React to each comment, idea, etc.
  • 28. Follow-up  Minutes  Tasks  Reminders  Information about progress
  • 29. Technology  How does it help  Communication tool  When does it not help  Decision making  Personal ownership  Context sharing  Trust building …  Solution?  Team culture  Leadership
  • 30. Communication tools for virtual teams  Email  IM (AOL, Google Hangouts, Skype, …)  Discussion boards (online PM software, project websites, Facebook Groups, Basecamp, …)  Voice and video chat (Google Hangouts, Skype, ..)  Screen sharing (Skype, GoToMeeting, Webex, MeetMeNow…)  File sharing (Google Drive, DropBox, …)  Task tracking (online PM software, Trello, Google Calendar, Basecamp, Central Desktop, TeamWorkLive, …)
  • 31. Exercise IV  Technology used by virtual teams  Tool  +  –  When would you use it?
  • 32. “Work smart not hard” Based on Chapter 8 Working Smart of Lipnack, J. & Stamps, J.: Virtual Teams. Reaching Across Space, Time, and Organizations with Technology. John Wiley & Sons, Inc. 1997
  • 33. TEPA – Training of European Partnership Animators Czech Republic, Hungary, Poland, Slovakia, Slovenia, Sweden
  • 34. The Basics Phase I  Virtual team identity  Virtual team goals  Key people  Connections  Team type
  • 35. Virtual team identity Team concepts: People, Purpose, Links  Virtual team name  Statement of purpose  Overall results  Delivery dates  Location
  • 36. TEPA Virtual team identity  Virtual team name: TEPA – Training of European Partnership Animators  Statement of purpose: Urgent need for local animators of development working across sectors and with EU funds.  Overall results: Develop curriculum for trainers of local animators.  Delivery dates: 10/2006 – 01/2009  Location: SK, CZ, HU (2), PL(3), SLO, SWE
  • 37. Virtual team goals  Handful or two key goals that cover the purpose and overall result  Plan goal-oriented sub-teams
  • 38. TEPA Key goals  Develop and publish a manual and didactic material in EN, CZ, HU, PL, SK, and SLO  Publish DVD with video case studies from countries: CZ, HU, PL, SK, and SLO with subtitles in national languages  Foster networking of experts in the region
  • 39. TEPA Goal-oriented sub-teams  S1: Sub-team for text development with international teams of experts on topics:  S1-1: From local participation to cross-sector partnership  S1-2: Rural resource management  S1-3: Strategic planning  S2: Sub-team for DVD production (PL)  International sub-teams for pilot training implementation:  S3: HU & SLO  S4: CZ, PL & SK  S5: Slovak sub-team for international conference organisation
  • 40. Key people  List of key people  Team size and bands of involvement
  • 41. TEPA List of key people Name Organisation Location JT VIPA Banská Bystrica, SK MB VIPA Banská Bystrica, SK AL VIPA Šamorín, SK GS SRDN Piran, SLO LB CELODIN Budapest, HU HC CpKP Ostrava, CZ …
  • 42. TEPA Bands of involvement & team size “Inner circle”= Core team Extended team External Partners 9 17 70
  • 43. TEPA List of key people Name Organisation Location Subgroup Band of Involvement JT VIPA Banská Bystrica, SK S1(L), S1-3, S5 Core team MB VIPA Banská Bystrica, SK External partner AL VIPA Šamorín, SK S5(L) Core team GS SRDN Piran, SLO S1-2, S3 Core team LB CELODIN Budapest, HU S1-1(L), S3 Core team HC CpKP Ostrava, CZ S1-1, S4 Extended team …
  • 45. TEPA Contact information Name Medium Address Andrea Lelovics Snail mail Email Mobile Skype Kapitulská, Banská Bystrica, SK lelovics@... +421 90… and… …
  • 46. Team type Space & Time Organisation Same Different Same Collocated Collocated cross-organisational Different Distributed Distributed cross-organisational TEPA
  • 47. Planning for Action Phase II  Purpose  Process elements  Responsibility and leadership  Media plan  Virtual team handbook
  • 48. Purpose flow Vision Mission Goal Goal Goal Goal Task Task Task Task Task Task Task Result Result Result
  • 49. Process elements  Process elements by goal  Task timing
  • 50. TEPA Process elements Goal Tasks Results Develop and publish a manual and didactic material in EN, CZ, HU, PL, SK, and SLO 1. Plan topics 2. Write texts 3. Coordinate chapters 4. Finalise draft for pilot trainings 5. Finalize and edit texts 6. Translate 7. Publish manual as book 8. Publish didactic notes as PDF on websites of project and partners Manual and didactic material containing best knowledge and experience from the region, published in 6 languages Publish DVD with video case studies from countries: CZ, HU, PL, SK, and SLO with subtitles in national languages 9. Plan DVD structure 10. Choose national cases 11. Prepare sripts 12. Record material 13. Cut films 14. Add titles 15. Finalise DVD DVD with 5 films as case studies in national languages and subtitles in EN, CZ, HU, PL, SK, and SLO Foster networking of experts in the region 16. Pilot trainings 17. International conference International network of experts and local partnership animators
  • 51. TEPA Task timing Task Start Finish 1. Plan topics 11/2006 03/2006 …
  • 52. Responsibility and leadership  Responsibility and leadership matrix
  • 53. TEPA Responsibility & leadership matrix JT LB HC …* 1. Plan topics L R 2. Write texts L (1-1) R 3. Coordinate chapters L R … *Core team + Extended team
  • 54. Media plan  Members/media matrix  Media plan
  • 55. TEPA Media plan Media Type Interaction Frequency Location Record Kick-off meeting oral 2-way, F:F 1, 11/2006 Banska Bystrica, SK Meeting minutes Email digital electronic 2-way, 1:1 whenever needed Internet Email saved Skype oral 2-way, 1:1 and F:F monthly Internet Chat log, summary of results …
  • 56. TEPA Members / media matrix AL UBS … Kick-off meeting ✔ ✔ Skype ✔ x …
  • 57. Virtual team handbook  Purpose and plan  Team directory (incl. media information)  Calendar and communications (deadlines, milestones, events, holidays, other significant dates)
  • 58. Recommendations for virtual teams of EU projects  Focus on people & interactions  Plan face-to-face meetings once a year at least  Take into account “soft skills” when setting up teams and sub-teams  Clarify tasks and processes, not just goals and roles  Build trust  Foster commitment  Agree on common language  Use technology as a tool, not as a goal  Foster shared leadership  Create a virtual “coffee machine”