The virtual webinar discussed the 8 habits of highly effective virtual leaders. It introduced three panelists and provided an agenda for the webinar. The webinar then covered the 8 habits in three categories: process, technology, and people. Some key habits included communicating schedules clearly, using video regularly to connect, and dealing swiftly with performance issues. The webinar emphasized that leading virtually requires extra focus on culture, tools, and connecting with people.
1. Virtual Life Webinar Series
Presented to you in partnership by:
The 8 Habits of
Highly Effective Virtual
Leaders
2. Agenda
● :05 Introductions
● :40 The 8 Habits of Highly Effective Virtual
Leaders
o Process
o Technology
o People
● :15 Q&A
3. Introductions!
Adam Mason - Panelist
Adam is currently the Director of Product Marketing & Innovation at Acorio. For
over 13 years, Adam has been connecting people, process, and technology to
produce value, business outcomes, and create positive customer experiences
setting him apart from the industry’s typical IT practitioner.
At ServiceNow’s Knowledge 2013 Adam won the Hackathon, with KickITNOW.
KickIT allows anyone in an organization to propose new ideas and projects for
funding and resources using internal crowdsourcing.
4. Introductions!
Morgan Hunter - Panelist
A career IT risk and transformation leader, Morgan most recently completed the
acquisition of her startup Intreis by ServiceNow. She now works as Sr. Product
Marketing Manager for ServiceNow.
Morgan enjoys motorsport and considers the race track the ultimate proving
ground for the discipline of risk management. A published business writer and
active blogger, she holds a dual degree from the University of Missouri at
Kansas City, and professional certifications in Business Strategy and
Organizational Behavior.
5. Introductions!
Mandy Ross - Moderator
Mandy recently moved into the role of Director of Marketing for Sococo, after
serving as Director of Program Management since 2012. Her past employers
include Handspring, Palm, Apple, Sony and Boeing.
A telecommuter since 2005, she lives for helping distributed teams establish
remote work best practices by connecting people to create thought leadership
in the virtual world.
7. Process
Habit #1: Communicate consistently
about your time commitments.
Time commitments are more meaningful
on distributed teams, so honoring these
commitments resonate deeply with teams.
Be clear about your status and
circumstances, and communicate when
schedules must change.
8. Process
Habit #2: Make a point to
connect visually, regularly.
In the virtual realm, connecting
with people happens less
naturally. Use voice and video
regularly for meetings and other
interactions. Drop in without
appointment to reinforce
employees’ value.
9. Process
Habit #3: Constantly
reinforce organizational
transparency.
Distributed teams require a
culture that foster amplified and
well-organized communication.
Leaders set the tone and lead by
example.
10. Technology
Habit #4: Stay on top of tool
effectiveness.
Regularly check with your team to
ensure your toolset is working
smoothly and integrates well. Don’t
stick with a broken configuration just
because it’s always been that way.
Monitor developments in new tools
capabilities.
11. Technology
Habit #5: Establish and
reinforce tools etiquette.
Work with your team to ensure
they understand how, when and
why tools are organized within the
workflow. Ensure the benefits of
cooperation and consistency in
use are emphasized, and the
consequences of inconsistent use
is clear.
12. People
Habit #6: Deal with performance
issues swiftly and productively.
It’s very easy to choose to ignore
poor performance on a distributed
team. Get in front of these issues
with productive conversations about
clear expectations early on when
problems surface.
13. People
Habit #7: Reinforce your
culture and values
personally and regularly.
Take the time to write them down,
discuss them, and ensure
everyone is on the same page.
Provide opportunities for
employees to demonstrate these
values and provide public praise.
14. People
Habit #8: Promote location
-awareness.
Teams need to be aware of each other’s
locations and time zones. Be conscious
of who is co-located, and who works
alone. When you have office-based and
remote workers, make sure the remote
workers are represented in office-based
discussions.
16. Key takeaways
● Leading by example and reinforcing values are the best
ways to build the culture you want.
● Tools are the backbone of a successful team; make
sure they work for you and you’re not working for them.
● Connecting with people takes more energy and focus,
and will result in relationships just as strong as in a
physical office culture.
Hello everyone, thanks for joining us today. I’m Mandy Ross with Sococo, and I’ll be your moderator for today’s webinar, “The 8 habits of highly effective virtual leaders”. This is a second in a series of webinars focusing on best practices for distributed teams and we’re pleased to present this to you in partnership with our friends at Acorio and ServiceNow. I also wanted to call out the glitch in the invitation - while that wasn’t how I planned for it to go, I was actually fortunate enough to be able to interact personally with a lot of you, which is something I always love. To err is human, and to forgive is divine, as Alexander Pope said.
A few technical items on the webinar front: note that, as the nice webinar lady said, all participants are muted by default. If you have any questions during the presentation please go ahead and type them into the Questions pane on the GoTo Webinar control panel and our trusty band of webinar elves will make sure that your question is handled when we get to the Q & A portion later on.
Now, let’s move on to our agenda.
We’ll kick our discussion off with quick introductions of our panelists and your faithful moderator. Next, we’ll introduce you to the 8 habits of highly effective virtual leaders, as developed in conjunction with our friends at Acorio and ServiceNow. We’ll approach this in three sections: process, technology, and people. Once we’ve covered all eight, we’ll have roughly 20 minutes for Q & A. We’ll wrap up with our key takeaways, and some information on great resources for distributed team leaders.
Kicking it off with introductions, I’m very pleased to introduce Adam Mason of Acorio, based in Boston, MA.
Thanks Adam! And now I’m happy for you all to meet Morgan Hunter of ServiceNow, who joins us today from their offices in San Diego, CA.
I’m Mandy Ross and I’m the Director of Social and Content marketing here at Sococo and I join you today from Hood River, OR. I’ve been telecommuting since the olden days of 2005, when dinosaurs roamed the internet. My passion is to help establish best practices for those of us who work in the virtual world. I’m grateful that Morgan and Adam have agreed to share their expertise
Let’s get started with the 8 habits of highly effective distributed team leaders.
The first habit we’ll introduce today is on the topic of time. It’s so important to be consistent and clear about your time commitments in general, but with the lack of physical interaction within a distributed team theses commitments become even more important and meaningful.
Morgan, tell me about your experience with Time Management.
Moving on to habit #2 in our process section. The observation of physical, facial cues using visual connections are very important on distributed teams, as is the ability to spontaneously interact with your employees and coworkers. Adam, describe to me how you use this habit to keep connected with your team.
Of course, organizational transparnecy is required for an open team culture with great communication. It’s up to the leaders to decide what they want the tone of their team to be, and to lead by example. Morgan, how do you foster transparency on your team?
Let’s move on to technology habits. One thing that is at the foundation of every virtual team is a set of tools that they’ve selected to support their virtual-ness. Given this, it’s really important to stay on top of the tools landscape. Adam, what do you do to ensure your team is well supported on the tools front?
While the right toolset is important, equally important is how it is incorporated into your team’s workflow. Clear expectations on consistent use around these tools - and the consequences of flaking out on tool use - is critical in any leader’s bag of tricks. Morgan what do you do on your team to lay these out?
Now it’s time to talk about the people section of our habits. On remote teams, we tend to hire more carefully, but even the best teams can experience employee performance problems. It’s easy to choose to ignore these with a lack of physical proximity, so leaders must keep themselves in check when this occurs. Adam, as a distributed team leader, how do you handle performance issues?
In habit #7, my personal favorite, we focus on the establishment and reinforcement of team cultural values. It’s a bit more challenging to create this foundation on a distributed team, so bringing more of your leadership energy and intent on this area is critical. Creating opportunities for your folks to excel and be praised are golden. Morgan, how do you work with your team to help them flourish in this way?
On to our last habit - location and time zone awareness. The workplace is increasingly global, and it’s very important to ensure that co-workers are clear about their respective time zones, and how they organize around them. Also, when you have an office of physically co-located people, it’s important to ensure remote folks are included in any group discussions. Adam, how do you emphasize this awareness on your team?
All right, we’ve reached the end of our habits, and now it’s time for our panelists to answer a few questions from our audience.
Now that we’ve reached the top of the hour, it’s time to wrap things up. Let’s review the key learnings from today.
Now that we’ve reached the top of the hour, it’s time to wrap things up. Let’s review the key learnings from today.
We really appreciate you all coming today and hope you found this as valuable and informative as we did.
Looks like there were a few questions that we didn’t quite get to, so I’ll work with Carol and Shaun to craft responses and post them on the Sococo blog on Monday.
You’ll get an email tomorrow with the Webinar recording, and I’ll post it on the sococo blog as well if you would like to share this with your colleagues. Stay tuned for more webinars in the “Virtual Life” series sponsored by Sococo and our partners.