The Five P's to Virtual Teaming

Just as a straight road is easier to follow than a crooked trail, teams operating across time, distance and organizational boundaries generally find it much easier to get the work done when there is alignment between:

Purpose and priorities
People assigned to the team
Practices by which work is coordinated
Protocols for using collaborative technology and
Performance metrics that make sense.

These are the precursors for effective virtual teaming without which the most elegant technology and sophisticated knowledge management system is apt to fall flat.

By aligning these precursors, virtual teams can significantly enhance the return on their investment in technology, time, people and effort.

Align Purpose and Properties

Scarce resources (including human attention) tend to gravitate toward clear goals. By establishing clear purpose and priorities, you help your team stay on track and enable them to proceed in a parallel or networked manner without continually having to check with you to determine what comes next. This saves time, effort and travel funds. You define shared purpose and core priorities based on team discussion and negotiation, not just a mandate from on high. Central to the process is clarifying assumptions about what the team is here to do, what takes priority, what each element is responsible for contributing to the end product, and how the team will align its resources.

Do your people know how to:

Surface, state and resolve conflicting assumptions about what is needed and why?
Clarify performance expectations between team members as well as between the team and its leadership?
Draft a charter that distinguishes what is in-bounds and out-of-bounds?
Assess how differences in organizational equities, individual experience and geographic and technical context can serve as a benefit to the team?
Identify the critical relationships that must be established both inside and outside the team if it is to succeed?

If not, the first step toward launching a virtual team is to engage the group in discussing your charter and coming to agreement on key priorities affecting your ability to achieve these goals. Then look at the team itself, how it is dispersed, and the working relationships that are critical to your success.

Align People

No team comes into being bereft of history, assumptions and organizational "baggage". A good percentage of the challenge of leading virtual teams involves figuring out what that "baggage" entails and how much of it must be jettisoned or modified in order for the

team to get on with its task. Critical to team success is the ability of all team members to define "What’s in it for me?" and to be able to convey how best to play to their strengths.

Do your people know how to:

Identify and access each other’s expertise?
Assess collaborative strengths and gaps in the team as a whole?
Agree upon core values and the concrete performance expectations that flow from those values?
Negotiate means of mutual accountability?
Plan ways to maintain team cohesiveness over the life of the project?

If not, then how are you going to tell the players without a scorecard? You’ll need to create a basic "yellow pages" helping team members to understand each other’s past experience, current responsibilities, and individual talents. It’s useful to profile collaborative competencies within the team to see where you have "bench strength" in necessary skills and where there are gaps that need to be addressed. Open a discussion within the team about basic expectations of each other, both in sharing information and in working together.

Align the Work Practices

There are many ways to get work done, and for virtual teams, a sequential process is usually the worst. Determining how to make optimum use of collaborative and knowledge management tools to streamline workflow is a priority for all virtual teams. Establishing contact, sharing information, building relationships and collaborating on assigned tasks with speed and economy requires skill in using the entire range of synchronous and asynchronous tools.

Do your people know how to:

Assess their communication, coordination and collaboration needs?
Select the right tool for the right task?
Optimize workflow using the range of available tools?
Use "pull" technology to reduce information-glut?

If not, then engage the team in doing a simple process flow of just one task – identify how you move work now among team members and identify just what it is that drives you to communicate, coordinate and collaborate. Then look at the tools you are using to do this. What takes too much time? What causes redundant effort? This is where you begin to define the need for better collaborative practices using the tools at hand.

Align The Protocols

Ask anyone what their pet peeves are with voice mail, email, shared calendars, face-to-face meetings, teleconferences and threaded discussions and you will get a litany of how these collaborative tools are routinely abused. It doesn’t have to be this way. By agreeing on basic protocols for reducing info-glut, maximizing access, clarifying action responsibility, and conveying context and required response times, virtual teams can stop annoying each other and more efficiently get down to the business at hand.

Do your people know how to:

Determine the fastest, most reliable method to reach each other?
Smoothly mesh asynchronous and synchronous exchange?
Clarify who has action responsibility at a glance?
Drastically reduce info-glut in Email?
Make best use of web-based tools to create "one picture" of what is happening?

If not, they you need some basic working agreements that define expectations of how you will work via technology. This is a good time to create a "map" of how people use technology now in their daily work and to identify come points of commonality within the team.

Align the Performance Metrics

One of the major concerns of any virtual team is its ability to "know what is happening" elsewhere. Performance metrics address not just the status of the work in progress, but also the viability of the team itself. Teams that fail to pay attention to their own level and quality of interaction tend to succumb to isolation, tunnel vision, or simply fall apart from entropy.

Do your people know how to:

Track work completion?
Measure speed of response (both within the team and between the team and key stakeholders and customers)?
Assess team capacity in order to avoid burn out?
Regulate team pulse needed to sustain communication, coordination and effective collaboration?

If not, you can save both time and effort by focusing on ways and means of creating one, shared picture of both the work in progress, and of how the team interacts on a regular basis. Engage people in a discussion of what constitutes burn out and what team members can do to help each other avoid that situation.

Mini-Case Studies in Using the 5Ps

The Department of Energy, Safeguards and Security wanted to reduce turn around time for policy coordination and improve the collaborative capability of Quality Panels distributed among 26 different operating sites. They focused on aligning their people by setting set up a collaborative skills training facility in Albuquerque and facilitated a two-day team launch focused on practices and protocols. To align their technology platform they created a collaborative web-portal for team interactions.

Buckman Laboratories – a global chemical products and services firm -- wanted to prepare 1,200 very independent sales representatives from 90 countries to function as virtual team in support of global customers. They customized collaborative practices and team tools and then "Buckmanized" the virtual team launch process by instituting a Train the Trainer Certification program. Buckman Laboratories is now using this same process to develop and sustain better virtual relationships with their customers, and key stakeholders.

After re-tooling regional headquarters to operate as a "hoteling" facility, Microsoft found that they had lost the serendipitous brainstorming and off-hand knowledge exchange that used to take place over the cubicle walls. By looking at how casual dialog, problem solving and business conversations supported the collaborative process, they were able to institute new practices to insure that relocated people, while out of sight, did not go out of mind.

Weyerhaeuser Company decided to create a "one company IT" from formerly separate IT elements in order to better support globally dispersed customers. They developed a wrap-around team launch process for both virtual team members and team leaders to address the collaborative skills involved in aligning purpose, priorities, people, practices and protocols. Weyerhaeuser has now licensed these programs for in-house delivery to over 1,300 employees.

For further information on how the 5Ps can support your dispersed teams:

Call: Carol Willett, Executive VP for Learning and Innovation at 703-860-1145

Email: cwillett@akgroup.com

Visit our Applied Knowledge Group website at: www.akgroup.com