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Leading Virtual Teams by Interaction Associates: Ten Strategies for Success.

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Leading Virtual Teams

and

© Interaction Associates

Tweeting? Please use this tag:

#Virtual_Teams

Housekeeping

3 © Interaction Associates Inc. 6/18/2013

Purpose of this Webinar i.e., what will you get?

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10 Tips for Leading Virtual Teams

4 © Interaction Associates Inc. 6/18/2013

DEFINITIONS

© Interaction Associates

What is a Virtual Team?

• People who work in concert to achieve a shared goal

• Communicate primarily via electronic media

• Live in different parts of the region/country/world

• Across time zones

• Rarely or never see each other

© Interaction Associates

When does a TEAM become virtual?

The level of virtuality

correlates to how much

communication is

electronic.

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CHALLENGES SOLUTIONS

Individuals

CHALLENGES

Teams & Work Groups

Leaders

CHALLENGES Teams &

Work Groups

73% Managing Conflict

69% Making Decisions

64% Expressing Opinions

48% Producing Quality Deliverables

47% Generating Innovative Ideas

Source: Forrester

Individuals

94% Inability to read nonverbal cues

85% Absence of collegiality

81% Difficulty establishing rapport & trust

77% Difficulty seeing the whole picture

68% Reliance on email and telephone

CHALLENGES

Source: Forrester

• “How do I get/keep people on the same page?”

• “How do I build rapport and trust?”

• “How can I increase involvement without losing control?”

• “How do I encourage people to give direct feedback?”

• How can I effectively manage performance from afar?

• “How do I manage (even leverage) differences?

Leaders

CHALLENGES

How Can We

Begin to Get a

Handle on

These

Challenges?

Virtual group leaders & managers

spend 90+ percent of their time

preparing for, holding, and following

up on e-based conversations.

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CHALLENGES SOLUTIONS

© Interaction Associates

LEADERSHIP CHALLENGE:

Where To Focus My Attention

We interact mostly

online or on the phone.

I can’t assess the

situation or people’s

needs like I can when

I’m face-to-face. Neither

can others.

16 © Interaction Associates Inc. 6/18/2013 16 © Interaction Associates Inc. 6/18/2013

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Balance your

Attention: Results, Process,

Relationship

How people experience their

involvement and connection to

each other.

How a conversation is managed.

E.g., how a group moves through

an agenda & uses time.

What the conversation

accomplishes: decisions,

plans, agreements, etc.

© Interaction Associates

Δ +

Using the Dimensions of Success:

An Example

What’s Working

• 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)

How We Could Improve

• 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)

© Interaction Associates

LEADERSHIP CHALLENGE:

Getting People on the Same Page

Not all members on my

team have the same

idea of what we’re here

to do. I spend a lot of

time reminding people,

but seem to be pushing

this cart up the same

hill every few weeks.

20 © Interaction Associates Inc. 6/18/2013 20 © Interaction Associates Inc. 6/18/2013

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Build a Plan & Operating Agreements

Together

© Interaction Associates

Elements of a Plan

© Interaction Associates

Elements of a Plan

© Interaction Associates

Elements of a Plan

© Interaction Associates

Elements of a Plan

© Interaction Associates

Elements of a Plan

© Interaction Associates

LEADERSHIP CHALLENGE:

Building Trust & Rapport

Trust is a necessary

aspect of working

collaboratively and

motivating the team.

How do I develop

people’s trust when I

don’t have face-time

with my people?

27 © Interaction Associates Inc. 6/18/2013 27 © Interaction Associates Inc. 6/18/2013

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Foster Trust Based on

Performance

© Interaction Associates

I ASKED FOR

A,B,C.

YOU GAVE ME

A,B,C.

TIMELY

RESPONSIVE

STRAIGHT-

FORWARD

CONSISTENT

Qualities of Communication that Meet Our Needs

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Externalize Your

Thinking

© Interaction Associates

What to Externalize

Decisions

Concerns

Issues

Options

© Interaction Associates

1 Describe the situation

2 Say Why It s Important

3 Articulate

What s My Thinking

4 Make A Request if

Appropriate

How To Externalize Your Thinking

Decisions

Concerns

Issues

Options

Effective leaders:

• Demonstrate Moral Character

• Move People Emotionally

• Give Solid Reasoning for Actions

How you

Ethos Pathos Logos

© Interaction Associates

TRUST TOOLKIT:

Strategies for Building

Trust and Involvement

Something for You

© Interaction Associates

LEADERSHIP CHALLENGE:

Inclusion & Engagement

I want to get more

involvement and make

more decisions with my

group/team, but I get

concerned about

handling conflicting

opinions, wasting time,

and losing control.

35 © Interaction Associates Inc. 6/18/2013 35 © Interaction Associates Inc. 6/18/2013

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Seek

Maximum

Appropriate

Involvement

in Decision-

Making

The Simple Discipline

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

LEADERSHIP CHALLENGE:

Complaining & Indirect Criticism

I sometimes get

backdoor complaints

from one person about

another person’s

behavior. How can I

improve relationships

and encourage direct

feedback when

everyone is virtual?

39 © Interaction Associates Inc. 6/18/2013 39 © Interaction Associates Inc. 6/18/2013

Errors in SLT

deck. Dont

send.

NO WAY

Yeah bad. U

scrwd up.

ME? NOT

LIKELY.

YEAH. U

The possibilities for misunderstanding: ENDLESS!

40 © Interaction Associates Inc. 6/18/2013 40 © Interaction Associates Inc. 6/18/2013

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Model Direct and Respectful Feedback

41 © Interaction Associates Inc. 6/18/2013 41 © Interaction Associates Inc. 6/18/2013

Effective Virtual Feedback

Voice-to-Voice

Timely & useful for receiver

Focus on behavior

Use a collaborative approach

Offer assistance

1 “This is what happened…”

(the facts)

2 “This was the impact on me on

others…

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“What’s your

perception of what

happened?”

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“Here’s my request…”

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BUILD AN AGREEMENT

Feedback Steps

© Interaction Associates

LEADERSHIP CHALLENGE:

Managing Differences

There are so many different styles on my team some work alone and are more analytical. Others are creative and social.

There s a big gulf between them. How can I bridge the gap?

44 © Interaction Associates Inc. 6/18/2013 44 © Interaction Associates Inc. 6/18/2013

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Teach a Common

Collaborative Language &

Skillset

45 © Interaction Associates Inc. 6/18/2013 45 © Interaction Associates Inc. 6/18/2013

Desired Outcomes

46 © Interaction Associates Inc. 6/18/2013 46 © Interaction Associates Inc. 6/18/2013

Open-Narrow-Close

47 © Interaction Associates Inc. 6/18/2013 47 © Interaction Associates Inc. 6/18/2013

Seek to understand before trying to convince.

© Interaction Associates

LEADERSHIP CHALLENGE:

Virtual Meetings

Our face-to-face

meetings aren’t the

best, but some of these

virtual meetings are

downright painful! How

can I engage people in a

way that satisfies needs

for accomplishment and

connection?

© Interaction Associates

The Leader Often Tries To Do It All

• Set up the logistics

• Define the purpose

• Create the agenda

• Clarify the process

• Facilitate discussion

• Define the issue

• Analyze the issue

• Generate options

• Weigh the options

• Resolve conflict

• Make decisions

• Build action plan

50 © Interaction Associates Inc. 6/18/2013 50 © Interaction Associates Inc. 6/18/2013

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Share Responsibility

for Virtual Meeting

Management

© Interaction Associates

Five Key Functions

Decision Making

Participation

Information Management

Process Management

Logistics Management

© Interaction Associates

Leader

Attendees

Recorder Facilitator

Technologist

Blend Functions & Roles

Decision Making

Participation

Information Management

Process Management

Logistics Management

© Interaction Associates

LEADERSHIP CHALLENGE:

People Feel Isolated & Disconnected

There are people I lead

who say they don’t feel

connected to their

colleagues, or part of

the ‘bigger mission.’

How can I reduce

isolation and increase

interaction in a way that

isn’t artificial?

The leader s job is to create a place where everyone can have access to each other and involvement in things that matter.

The virtual leader s job is not to change people.

55 © Interaction Associates Inc. 6/18/2013 55 © Interaction Associates Inc. 6/18/2013

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Partner People On

Short Assignments

© Interaction Associates

• Solve a problem

• Map a work process

• Develop a proposal

• Plan an event

Types of Assignments

© Interaction Associates

How to Do It

1 Create logical sub-groups

(pairs, trios).

2 Delegate with clear constraints.

3 Build agreement on timeframe

and your own involvement.

4 KEEP IT SIMPLE.

58 © Interaction Associates Inc. 6/18/2013 58 © Interaction Associates Inc. 6/18/2013

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Set Time Aside for

Learning & Socializing

59 © Interaction Associates Inc. 6/18/2013 59 © Interaction Associates Inc. 6/18/2013

SINGLE POINT LESSONS

1 LATEST INSIGHT ABOUT OUR WORK

2 CELEBRATIONS & UPDATES

15-45 MINUTES

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61 © Interaction Associates Inc. 6/18/2013 61 © Interaction Associates Inc. 6/18/2013

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Balance your Attention:

Results Process

Relationship

62 © Interaction Associates Inc. 6/18/2013 62 © Interaction Associates Inc. 6/18/2013

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Build a Plan & Operating Agreements

Together

63 © Interaction Associates Inc. 6/18/2013 63 © Interaction Associates Inc. 6/18/2013

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Foster Trust Based on

Performance

64 © Interaction Associates Inc. 6/18/2013 64 © Interaction Associates Inc. 6/18/2013

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Externalize Your

Thinking

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Seek

Maximum

Appropriate

Involvement

in Decision-

Making

66 © Interaction Associates Inc. 6/18/2013 66 © Interaction Associates Inc. 6/18/2013

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Model Direct and Respectful Feedback

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Teach a Common

Collaborative Language &

Skillset

68 © Interaction Associates Inc. 6/18/2013 68 © Interaction Associates Inc. 6/18/2013

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Share Responsibility

for Virtual Meeting

Management

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Partner People On

Short Assignments

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Set Time Aside for

Learning & Socializing

Write in Chat:

WHAT IS SOMETHING YOU LEARNED TODAY THAT YOU CAN APPLY BACK ON THE JOB?

© Interaction Associates

TRUST TOOLKIT:

Strategies for Building

Trust and Involvement

Something for You

Leading Virtual Teams

Please watch for our email, and give us feedback.

THANK YOU!

© Interaction Associates 74

For over 43 years, Interaction Associates (IA) has been an innovator of

collaboration tools and techniques that help leaders and teams in global

organizations to build high-involvement cultures and achieve superior

business results.

In both 2012 and 2013, IA was named one of Training Industry‘s “Top 20

Leadership Training Companies.”

… is a strategic partner of Interaction Associates

that helps leaders and teams tackle their most

challenging assignments – in person and across

distances – with virtual instructor-led training

and skills application coaching.

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