Chenista Rae Straubel July 12, 2005 BUS 4011: Virtual Teams Prof. Gregory Gotches
Seven Success Factors for Teamwork
Duarte / Snyder (2000) list seven critical success factors that may affect the level of achievement virtual teams and their members reach. These factors include: 1. Human resource policies that “recognize, support, and reward” (Ibid., p. 14) virtual teams and their leadership such as: a. Fairly developed and implemented career-development opportunities and challenging assignments. b. Reward and recognition programs that clearly define performance objectives for team members working across traditional boundaries, development of shared information systems, and “best practice” policies and procedures for rewards and recognition. c. Resources and support for the virtual working environment including technical support, information access, and communication and technology training encompassing hardware, intranet, Internet connections, and related / required software applications. 2. Initial training on how to use the “tools of the trade” as well as continuing training including on-the-job education and development. Team and leadership training skill development are essential for a successful collaborative virtual environment and culture. It is important to train individuals on the use of shared cross-boundary/function/project/organization knowledge base including databases, individual in-house expertise, document repositories, chat rooms, etc. 3. Flexible and adaptable standardized processes “reduce[s] the time needed for startup and may eliminate the need for necessary reinvention of operating practices each time a team is chartered” (Ibid., p. 17). a. Requirements definition including preferred software for major processes and project management. Team Success Factors 2
b. Cost estimates including resources such as time
commitments, budgets, materials, and associated project fees. c. Procurement: how to ask for resources, locate resources, and finally secure the resources. d. Team charters outline processes addressing “soft” areas including “team norms, conflict-resolution procedures, and communication protocols” (Ibid., p. 18) helping team member’s understand mutual expectations and accountability. e. Project planning outlines the goal, mission, vision, and the steps required to obtain “mission accomplishment” as well as who is responsible for phase or task completion. f. Documentation both initial and ongoing keeps the team “on the same page”. Documentation must be kept in such a way that each team member has equal access to this information. Documentation tracks progress of the team as well as team members and includes the project notes of individual team members that may be pertinent to project progression / development and other team member application / interaction. g. Reporting not only outlines the role of team members but establishes a “chain” of command both within the team and outside of the team as well. Reporting can also include how and to whom the team interacts within a pre-defined organizational hierarchy. Reporting provides the foundation for the scope of authority and procurement requirements. h. Controlling includes how the team success is defined and determined and establishes the scope of empowerment, accountability, and responsibility. 4. Communication and the use of electronic technology for collaboration require organizational commitment and support of leadership. Adequate and knowledgeable staff experienced in electronic collaboration software and its use must maintain the systems required to support the environment / virtual culture. System upgrades must be regular and systematic and initiated in such a way that progress, performance, and productivity is not hindered. Team Success Factors 3
5. Organizational culture that focuses on legal issues, respect,
flexibility, and adaptability as well as the “free flow of information, shared leadership, and cross-boundary collaboration” (Ibid., p. 19). 6. Leadership must support values that accommodate “teamwork, communication, learning, and (…) diversity” (Ibid., p. 20). 7. Team-leader / members competencies including (Ibid., p. 22-23): a. Team-leaders: i. Coaching and managing performance without traditional forms of feedback. ii. Selection and use of electronic communication and collaboration technologies. iii. Leading in the cross-cultural environment. iv. Development and transition of team members. v. Building and maintaining trust. vi. Networking capabilities including cross -functional, -hierarchical, and -organizational boundaries. vii. Development or adaptation of processes required for teamwork and collaboration. b. Team members: i. Project management. ii. Networking capabilities including cross -functional, -hierarchical, and -organizational boundaries. iii. Use of collaboration and communication technologies. iv. Setting personal, cultural, and functional boundaries and time management. v. Interpersonal skills and personal awareness. Pilot Projects Pilot projects help organizations per-determine the probability of success for future and subsequent team assignments and assign risk factors. Properly documenting team performance, etc., identifies critical issues and required components that can help ensure the success of future team collaboration. Five guidelines to follow when implementing a pilot project include (Ibid., p. 24): Team Success Factors 4
1. Select a highly visible problem that is difficult to resolve
traditionally. a. Set expectations requirements for management, staff, consultants, and information systems; and establish the guidelines for expenses including equipment, software, and travel. b. Solicit stakeholder support and/or sponsorship that may include upper level management who may have a vested interest. 2. Keep it simple. Select teams with related or logical functions. 3. Maintain support making sure the teams have what they need to succeed, that members understand objectives and the way in which results will be measured, and to offer/solicit feedback. 4. Assign an information systems specialist to help address the need for training including systems, software, and operations. 5. Evaluate effort with multiple measures. a. Hard measures: i. Costs of equipment, software, travel, consultation time. b. Soft measures: i. How team members feel, how non-members react and accommodate team members, issues or problems encountered, and team cohesiveness. Current or Recent Experiences In a recent team assignment at Capella, the most important critical factors to our team success included: 1. SUPPORT, RESOURCES, TRAINING, CULTURE, and COMMUNICATION: Having the resources or tools to collaborate virtually is essential. The knowledge and experience of team members in with working in a virtual team environment including skill levels and willingness or ability to collaborate using virtual team tools such as chat rooms, postings in the team forum in the classroom, individual email, etc. 2. COMPETENCIES. Team cohesiveness, dedication, and trust. Creating personal ownership of the project as well as our individual contributions to the project. Team Success Factors 5
3. PROCESSES / CHARTER. Establishing the ground rules for
participation, accountability, and responsibility. a. PROJECT PLANNING. Knowing the work of the team members and their individuals’ strengths and weaknesses based upon past submissions, etc. Developing a project plan based upon the strengths of individual team members. Questions and Concerns In prior teamwork environments, we have had problems with version control. I solicited feedback and input from other team members and other teams in our prior classroom to address this vital issue. How do you ensure the proper and continuing motivation of team members? I am especially concerned with team members who are traditionally procrastinators or who may lack confidence in their own work and therefore wait to submit their contributions until the last minute. How do you teach time management skills while working subsequently on a project when you are working across culture or organizational boundaries? Are these issues defined or discussed in the team charter? Is this an accountability issue? How do you work with individuals who are uncooperative or lack respect for the mission, purpose, etc., of the team, specific team members, or the project as a whole. I suppose this is an attitude issue. You can’t really address attitude issues in a team charter. How are these issues addressed? The devil’s advocate can sometimes be useful in a team environment but often times in cross-organizational / culture environments, these individuals bring other team members down which effectively inhibits the performance and eventual success of the team. Reference Duarte, D. L., & Snyder, N. T. (2000) Mastering virtual teams: Strategies, tools, and techniques that succeed (2nd ed.). San Francisco: Jossey-Bass.