A Manager's Guide to Virtual Teams
Yael Zofi’s proprietary Trust Wheel model is a proven solution to the unique challenges managers must overcome as more people migrate to partially or fully-remote working situations.

Based on the author’s twenty-plus years of consulting experience, this powerful tool encourages cohesiveness and engagement among team members—even if they’ve never met. A Manager’s Guide to Virtual Teams does this by providing a practical road map for bridging the physical distance among coworkers, incorporating self-study exercises and simple, fun activities that develop trust and ensure your team’s success.

The book explores the most critical elements to success for a team founded in trust, including:

  • accountability,
  • communication,
  • conflict management,
  • and deliverables.

Complete with examples, case scenarios, and strategies to help you navigate even your biggest hurdles, A Manager’s Guide to Virtual Teams will help your disparate collection of people get their work “out the door” faster and better.

1101001825
A Manager's Guide to Virtual Teams
Yael Zofi’s proprietary Trust Wheel model is a proven solution to the unique challenges managers must overcome as more people migrate to partially or fully-remote working situations.

Based on the author’s twenty-plus years of consulting experience, this powerful tool encourages cohesiveness and engagement among team members—even if they’ve never met. A Manager’s Guide to Virtual Teams does this by providing a practical road map for bridging the physical distance among coworkers, incorporating self-study exercises and simple, fun activities that develop trust and ensure your team’s success.

The book explores the most critical elements to success for a team founded in trust, including:

  • accountability,
  • communication,
  • conflict management,
  • and deliverables.

Complete with examples, case scenarios, and strategies to help you navigate even your biggest hurdles, A Manager’s Guide to Virtual Teams will help your disparate collection of people get their work “out the door” faster and better.

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A Manager's Guide to Virtual Teams

A Manager's Guide to Virtual Teams

by Yael Zofi
A Manager's Guide to Virtual Teams

A Manager's Guide to Virtual Teams

by Yael Zofi

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Overview

Yael Zofi’s proprietary Trust Wheel model is a proven solution to the unique challenges managers must overcome as more people migrate to partially or fully-remote working situations.

Based on the author’s twenty-plus years of consulting experience, this powerful tool encourages cohesiveness and engagement among team members—even if they’ve never met. A Manager’s Guide to Virtual Teams does this by providing a practical road map for bridging the physical distance among coworkers, incorporating self-study exercises and simple, fun activities that develop trust and ensure your team’s success.

The book explores the most critical elements to success for a team founded in trust, including:

  • accountability,
  • communication,
  • conflict management,
  • and deliverables.

Complete with examples, case scenarios, and strategies to help you navigate even your biggest hurdles, A Manager’s Guide to Virtual Teams will help your disparate collection of people get their work “out the door” faster and better.


Product Details

ISBN-13: 9780814438329
Publisher: AMACOM
Publication date: 08/17/2011
Edition description: Special
Pages: 272
Product dimensions: 5.95(w) x 8.97(h) x 0.60(d)
Age Range: 18 Years

About the Author

YAEL ZOFI is the founder and CEO of AIM Strategies(R), a human capital consulting firm. With over 20 years of global consulting experience, she has worked with clients such as AT&T, Chase, CIGNA, General Electric, MetLife, Pfizer, Philips, Viacom, and Nokia.

Read an Excerpt

I N T R O D U C T I O N

An Overview of

Virtual Teams

Walk into any office today and you know that things are not as they were a decade ago. If you engage employees in conversation a many of them will say that they are working on some projects with colleagues who do not work in the same building, the same city, or even the same country. Ask them if they have met these teammates and some employees may claim to have viewed pictures posted on the Internet, while others may describe introductions made during webcam meetings or a visit to a corporate off-site event.

Clearly our business landscape has changed.

The virtual team, VT for short, is a work arrangement in which a group of people share responsibility for goals that must be accomplished in the total, or near total, absence of face-to-face contact. With the rise of technology and globalization, virtual teams are now reshaping the way we think and do business.

Organizations have always operated in multiple locations, but now a colleagues are increasingly asked to work together across geographic boundaries, with shared responsibility for outcomes. Global operations have emerged throughout the world of commerce, running 24/7 on different continents and across times zones. Many large conglomerates place teams in different countries with the expectation that schedules will fit the project—and follow the sun—as one team hands off work product to an-other. This arrangement is possible because technology brings efficiencies in creating work product and solving complex business issues quickly.

Although many virtual work arrangements exist today for employees at all levels, the number and diversity of these types of arrangements (whether home offices or office locations) just keep increasing.

Enabled by technology, the virtual team is a natural solution for getting deliverables out the door in our fast-paced, global environment. Increasingly a leaders are charged with quickly putting together teams of individuals with appropriate skills and abilities to fit within a project’s time line, regardless of where the talent is physically located. In such situations, e-mail has usurped voice mail while conference calls have replaced conference rooms.

The Need for Virtual Teams

Virtual team arrangements have become increasingly popular as companies rethink their human capital resources and real estate expenditures.

Of course, teamwork has long been a common work value, with many companies using teams organized around successive tasks; so a the virtual team is only the latest accommodation to the realities that govern work process. The virtual team is unique, however, because the most appropriate expertise is pulled together from many locations and even organizations—and yet team members may never meet in person.

With virtual work arrangements, recruiting talent and expertise is possible a regardless of where people are based.

More than any other factor, information technology has enabled the proliferation of virtual teams. With mobile devices, text messaging,

e-learning modules, and cloud computing, team members are able to interact in more accessible ways, anywhere, anytime. Thanks to highspeed networking technology and wireless connectivity, instantaneous communication across the world is possible, at low cost, at a touch of a button, screen, or keyboard. Today, we take for granted this phenomenon;

not too long ago, it was the province of futurists. This faster-paced environment, combined with a slowed economy, brutal cost cutting, and relentless outsourcing, has forced companies to rethink every aspect of their operations.

As businesses expand globally to new markets, they launch operations where labor is cheap and the cost of living is lower; opportunities are provided for local employees to collaborate on a wider scale and develop expertise.

Reverberations are felt beyond their shores as relentless pressure builds for quickly producing more goods that are less costly a forcing creative solutions for quicker breakthroughs. Virtual teams a then, are beneficiaries of technology-based, cost-conscious, and globally sourced business operations (see Figure I-1).

Figure I-1. Benefits of virtual teams.

Technology Enablers
• Online communication capabilities and technologies are continually improving virtual team operations. Among the key enabling technologies are mobile devices, text messaging, instant messaging, cloud computing and software as a service (SaaS), file and application sharing a electronic bulletin/message boards, group decision support systems, real-time calendar/scheduling systems, and e-mail.

• Online learning, distance learning, and e-learning software enable learning anywhere, anytime.

• Virtual business networking (LinkedIn) and social networking sites (Facebook) and video/web conferencing further increase online communication.

• Technology memory recording tools track every step of complex processes; keeping records (documentation) and learning from past processes enables speed (doing things faster) and memory (preserving shared experience).

• Document management systems enable online libraries for information sharing, thus saving space and time.

Cost Considerations
• Cutting down on personnel, office space (real estate), infrastructure, furniture, and supplies that are no longer needed saves money.

• In high-rent cities, businesses can rent shared office space on an as-needed basis with all amenities, including reception, support staff, technology, and telecom services.

• Virtual teams eliminate the need for having dedicated conference meeting space and on-site training facilities, and related travel and accommodations costs.

• Environmental benefits include reduced commuter gas consumption and a smaller carbon footprint. Think green!

People Expertise
• Global workforce means talent is anywhere and everywhere—and the workforce is mobile.

• Expertise is available and can be outsourced for numerous functions (web design, blog development a search engine optimization [SEO], advertising, technical media/financial writing, technical market research, administrative, public relations, marketing, and sales support).

The Virtual Landscape

Another force fueling the emergence of virtual teams is the need to move resources quickly. Competitive factors are a compelling motivator to find alternative work arrangements so that work processes and procedures can mirror the accelerated rate at which the world now operates.

Organizations are aware that the marketplace is increasingly multicultural and diverse. They know their business colleagues and customers may come from many different cultures with an inherently different worldview. Trade is dynamic and reflects the easy flow of goods and ser -

vices across our globe. Hand in hand with business interests creating new global trade links is the relatively new practice of offshoring, where core and noncore business functions are outsourced far from headquarters to take advantage of low labor costs and the availability of highly educated workers, with technology serving as the great equalizer.

Greater diversity in the workforce is a by-product of virtual teams a since professionals with different backgrounds, styles, and languages

“work at the same table.” Leaders of virtual teams are challenged to create a smooth operation in spite of the many differences at play. Given that possibilities for misunderstanding and cultural blunders are magnified in such situations, those charged with ensuring business success would do well to expand their own tools and techniques to deal with diverse teams.

Leaders and managers must be flexible and able to adapt to this diverse workforce and global consumers. Leaders must understand differences in worldviews, communication styles, ethics, and etiquette of the people they deal with, both internally and externally. They must understand the historical, political, and economic reference points of different people. And they have to do all that while managing their own tasks and responsibilities.

Even if you are a virtual manager at a small company, you are probably interacting virtually with global audiences. The good news is that you are not alone. The bad news is that you are faced with challenges of virtual management. And that means you need to excel at multitasking in this ever-changing virtual world.

If you are responsible for a virtual team, you are responsible for the team’s results. Before you even begin, here are a few of the challenges of virtual leadership:

+ Relationships. How will you get to know your virtual team members? How will you build rapport? How will you develop small talk about their personal interests?

+ Performance. How will you assess what kind of job they are doing? How will you evaluate their leadership skills, their development a and their results? When and how will you actually observe their performance?

+ Communication. How will you keep your direct reports updated? So much happens in a day; how will you have time to keep all team members in the loop?

+ Delegation. When your team members work off-site some -

where and you don’t even have a chance to see them or observe their daily work activities, how will you know who is capable of doing what? How will you delegate assignments and track their deadlines?

+ Team Building. Virtual team members are dispersed. How can you build a strong team when your people have never even met each other?

+ E-Mail. You get hundreds of e-mails a week. How will you use

e-mail effectively to manage your staff?

+ Conflict. With people so dispersed, how will you even know when you have a conflict with a direct report? Or when your direct reports have a conflict with each other?

+ Promotion. How do you evaluate when someone is ready for promotion? Conversely, how do you keep from being “snowed”

by someone who’s trying to get ahead? How do you know when it’s time to eliminate a poor performer?

+ Teleconferencing. When will you have time for longer teleconferences? (You hate teleconferences.)

+ Walking the Talk. In the old days, we did management by walking around. We showed people what we wanted by our own actions and body language. How will your direct reports observe you and your management style? How can you “model” if you don’t see people?

+ Travel. How often are you going to have to fly around the country to meet your direct reports? If your team is spread across the globe, how much international travel will be required?

In this new business environment, the old skills of yesterday are no longer sufficient. They worked fine when business was simpler. They probably even helped you get promoted to this level. Remember when you could actually walk down the halls and “drop in” on your direct reports?

You could observe how they ran meetings, watch them interact with subordinates, even sit in on difficult conversations. When completing performance evaluations, you could list examples of things you personally observed. You could look into their offices, see family photos or awards, and be prompted to ask about the kids or favorite hobbies. They also dropped by your office or had lunch together to build a relationship.

Management was hard even then, but it’s a lot more complicated now.

Welcome to your virtual reality; welcome to virtual teams!

Defining Virtual Teams

Virtual teams have many names and definitions. I interviewed more than

150 virtual team managers and members in preparation for this book a and no two interviewees defined virtual teams the same way. Virtual teams are referred to, variously, as geographically dispersed teams, global teams, internationally distributed teams, temporary cross-functional teams, dispersed project teams, knowledge worker teams, communication technology teams, technology-mediated teams, computer-supported or computer-mediated teams, offshore teams, interdependent groups across time and space, cyber network teams, and the list goes on.

Hand in hand with the concept of virtual teams is their powerful enabler:

information technology. I mean the popular collaborative tools that most individuals refer to when describing how their virtual teams work.

Without these communication tools (e.g., e-mail, instant messaging, teleconference bridges, message boards, web conferencing, webcams) virtual teams would remain a novelty in the world of work. Yet, make no mistake.

Despite the fact that technology is the lifeline of the virtual team, its essence still focuses on people and places.

Here are some of the more interesting definitions and descriptors of virtual teams, gathered from the interviews I conducted with VT managers and members from different industries:

“People who need to work together who aren’t currently in the same office. They can also be working in different departments, or different cities and countries, and still operate virtually as well.”

—VT MANAGER, HUMANITARIAN RELIEF ORGANIZATION

“Any team that doesn’t have a set office that people show up in regularly.

There are really two sides to it: 1) pulling together an ad hoc team and creating a virtual team to work on a project on an ‘as needed’ basis, and 2) virtual teams working across time zones using technology.”

—VT MEMBER, TECHNOLOGY COMMUNICATIONS COMPANY

“A group of people who get together without a solid line reporting relationship to solve a problem. The key attribute is that virtual teams have some accountability to deliver results, but their players do not have a formal reporting relationship to the team leader.”

—VT LEADER, ELECTRONICS/BIOCHEMICAL COMPANY

“I see the virtual team having two definitions: 1) There are people who work only from home. They are telecommuting and never go to the office. 2) There are people who are geographically dispersed.

They go to an office somewhere else and may never meet. Virtual teams work according to what needs to be done and once the project is completed, these teams are gone.”

—SCIENTIST, TELECOM COMPANY

Table of Contents

Contents

Acknowledgments vii

Introduction 1

Chapter 1: The Three Stages of Virtual Team Development 15

Chapter 2: Setting Up Your Virtual Team 29

Chapter 3: Context Communication: Definitions and Challenges 57

Chapter 4: Developing Accountability in a Virtual World 93

Chapter 5: Defusing Conflict and Overcoming Roadblocks 125

Chapter 6: Getting Deliverables Out the Door 153

Chapter 7: Cross-Cultural Communications and Virtual Teams 191

Chapter 8: Virtual Teams and the Future 229

Appendix: The Eight Characteristics of High-Performing Virtual Teams 251

Index 257

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