top tips for virtual teams ebook

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Top tips for virtual teams Do you work on a global virtual team? Do you lead a global virtual team? Do you work remotely? If you answered yes to any of these questions, then you can benefit from these top tips for virtual teams Daniel Jones Dan works in Zurich, Switzerland where he is not only a traditional and virtual classroom trainer, webinar host, and instructional designer, but also a learning community manager who keeps learning alive outside of the classroom through the use of collaboration tools, social media, and micro-learning. You can reach Dan at: Email: [email protected] LinkedIn: https://ch.linkedin.com/in/dwjones Twitter: @mcochon © Daniel W. Jones. You may reuse any information found in this file, but you may not reuse any images due to licensing restrictions. Images have been licensed through Adobe Stock (stock.adobe.com). 1

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Page 1: Top tips for virtual teams ebook

Toptipsforvirtualteams

Doyouworkonaglobalvirtualteam?Doyouleadaglobalvirtualteam?Doyouworkremotely?

Ifyouansweredyestoanyofthesequestions,thenyoucanbenefitfromthesetoptipsforvirtualteams

DanielJones

DanworksinZurich,Switzerlandwhereheisnotonlyatraditionalandvirtualclassroomtrainer,webinarhost,andinstructionaldesigner,butalso alearningcommunitymanager whokeepslearningaliveoutsideoftheclassroomthroughtheuseofcollaborationtools,socialmedia,andmicro-learning.

YoucanreachDanat:

Email: [email protected]

LinkedIn: https://ch.linkedin.com/in/dwjones

Twitter: @mcochon

©DanielW.Jones.Youmayreuseanyinformationfoundinthisfile,butyoumaynotreuseanyimagesduetolicensingrestrictions.ImageshavebeenlicensedthroughAdobeStock(stock.adobe.com).

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Page 2: Top tips for virtual teams ebook

Tipsforteamleaders

Areyouaneffectiveglobalvirtual teamleader?Onascaleof1to10,wheretoyourank?

InApril2016,RW³CultureWizard publisheditsfourth biennialGlobalVirtualTeamsSurveyReport:

“58%ofrespondentsindicatedthatglobalteamleadersarenotadequatelypreparedtoleadmulticulturalteams.Whileatthesametime,96%ofrespondentswhoself-identifiedasteamleadersconsiderthemselvestobe“eithereffectiveorhighlyeffective”whenitcomestoleadingmulticulturalteams.”Wow,that’sa38%disconnectbetweenteamleadersandthegroupstheylead!”

Whatcanyoudotobeamoreeffectiveglobalvirtualteamleader?Let’sreviewsometipsandbestpractices.

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Page 3: Top tips for virtual teams ebook

Createateamcharter

Doesyourvirtualteam“playbytherules?”Doyouhaveateamcharter?

Oneofthefirstthingsanyvirtualteamshoulddoisestablishbehavioralrulesandguidelinesthatdescribe thewayteammembersshouldinteract.Youcandothisbycreatingateamcharter.

Cultureimpactsteambehavior,soit’simportanttodiscussandestablishyourteam’soperatingrules.Forexample:

• Decidehowmeetingtimesarescheduled.

• Outlineyourdecision-makingprocess.

• Setexpectationsaboutparticipationanddebate, andestablishmethodsforexpressingdisagreements.

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Page 4: Top tips for virtual teams ebook

Statehowyou’llcommunicate

Includecommunication guidelinesinyourcharter.

Willyouuseemail, instantmessaging,textmessagesoranothermedium?

Whataretheteam’sexpectationsonformality?Willyouusegreetingsandsalutationsinyoumessages?Willyouusetheformalorinformal“you”(forlanguageslikeGermanandFrenchthatusethem).

Whatistheappropriateamountoftimetorespondtoan emailorvoicemailmessage?

Whenisitappropriatetocallanotherteammember?Whathoursare“offlimits”fortelephonecalls?

Wherewillyousavefiles?Mayyousendfilesviaemail,orlinktotheminacommonrepository?

Doeseveryonehaveaccessto—andtrainingonhowtousethetools?

Outlinetheseguidelinesinyourteam’scharter.Reviewelementsofitateveryteammeetings.Publishitinacommonrepositoryofteamfiles.

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Page 5: Top tips for virtual teams ebook

Don’tshare information

Thattipshouldgetyourattention!

Don’tholdvirtualmeetingstosimplyshareinformation. Useyoumeetingtimetodiscusstheinformation,answerquestions,andmakedecisions.

Don’thold ameetingwhenyoucouldaccomplishthesamegoalbysimplysharinginformation.Noonewantstogetupinthemiddleofthenighttositthroughaboringpresentationthattheycouldreadduringtheday.

Sendoutinformativematerialsinadvance—withyouragenda—toreviewbeforeyourconferencecallorvideoconference.

Thenon-nativespeakersofyourlanguagewillappreciatethewrittenmaterials,whichmanywillfindeasierto“digest”thanoralpresentations.

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Page 6: Top tips for virtual teams ebook

Knowtheirschedules

Doyouknowthenormalworkinghoursofyourteammembers?

Doyouhavealistofpublicholidaysandfestivalsthatthey celebrate?

Trytoschedulevirtualmeetingsduringnormalworkinghours,andavoidschedulingmeetingsonpublicholidays.

Avoidplanningprojectdeadlinesandmeetingsduringtraditionalschoolholidays(forexample,JulyandAugustinEurope),localfestivalperiods(forexample,duringChineseNewYearinChina),ortraditionalbusytimes(forexample,duringthemid-yearoryear-endcontractrenewalseasonforinsuranceprofessionals).

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Page 7: Top tips for virtual teams ebook

Shift yourmeetingschedule

Howoftendoyouhavetogetupinthemiddleofthenighttoattendavirtualmeeting?

Nooneshoulddohavetodoitallthetime.

Varythetimeofyourvirtualmeetingstoaccommodatetheschedulesofparticipantsindifferentpartsofthe world.Thisway,teammemberssharethedifficultyandinconvenienceofattending.

Seetimeanddate.com foraworld clock,meetingplanner,andothertools.

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Page 8: Top tips for virtual teams ebook

Sendanagendainadvance

Howoften doyouacceptameetinginvitationwithoutanagenda?

Before eachvirtualteammeeting,shareanagendaatleasttwodaysinadvance.Thisnotonlytellsinviteeswhatthemeetingisabout,butalsohelpsthemdetermineiftheyshouldreallyattend.

Thisalsogivesattendeestimetoreadandreviewdocuments,preparematerials,andformulatetheirthoughtsandquestions.

Assigntimestoeachagendaitem,andsticktotheagendaduringyouractualmeeting.Avoidaddingadhocagendaitemsthatparticipantshavenotimetopreparefor.

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Page 9: Top tips for virtual teams ebook

Develop relationships

Doyouincludesmall-talkinyourvirtualmeetings?

Buildtimeintoyourvirtualmeetingstoallowparticipantstotalkabouthobbies,trips,familyevents,andotherpersonalinterests.Wedothisatface-to-facemeetings,sodon’tforgetitinyourvirtualmeetings.

Smalltalkenablesteammatestofindcommonsharedinterestsandbuildtrustingrelationshipswithoneanother.

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Page 10: Top tips for virtual teams ebook

Encourageparticipation

Insomecultures, peopledon’tspeakup.Butyouneedtheirinput.

Howcanyouencourageyourteammemberstoparticipate?

Setparticipationguidelinesinyourteamchartersoeveryoneknowsyourexpectations.

Useyourwebconferencingapplication’spolling, hand-raisingtools,andchattoolstoaskquestionsandseekfeedback.

Encourageteammemberstoparticipatebycallingonthembyname.Insomecultures,youmadeneedtopicksomeonetospeakfortheirgroup.

Askopen-endedquestionstounderstandbothifandhowsomethingisgoingtohappen.Thisisespeciallyhelpfulifyouareworkingwithculturesthatdonotliketosay“no.”

Forthosewhoarereluctanttocontribute,considerusingpre-meetingsandtakingspecificsubjectsoffline,asappropriate.

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Page 11: Top tips for virtual teams ebook

Celebrate

Don’tforgettocelebratebirthdays,observeworkanniversaries,andmarkprojectmilestonesjustlikeyoumightwithalocalteam.Howcanyoucelebratewithavirtualteam?Whileyoucan’tgooutfordrinksafterworkwithavirtualteam,youcanstillcelebrate:• Sharepicturesandvideosoflocalcelebrations.• Keepavirtualscrapbookofprojectteamactivities.Forexample,

setupatumblr.com blogfortheteam.• Arrangetohaveatreat(forexample,pizza)deliveredlocallyto

eachteammember.Eatitonlineduringavirtualmeeting.Or,arrange“timeappropriate”foodsdelivered:BreakfastinNewYorkandafternoonteainLondonsharedatthesametime.

• Sendgiftcardstoteammembersandhavethemsharehowtheyusedthem.

• Share recipesandphotosoftypicalorholidayfoods.Speakaboutlocalcustomsandtraditions.

• Playanonline,multi-playergametogether,orconductavirtualscavengerhunt(seegoosechase.com).

• Takeacommondayofftoseegloballyreleasedmovieorperformcharitywork,thenreportbacktotheteamwhatyoudid.

Ifyourprovidegifts,askteammemberswhattheyprefer.Makesuretheyareculturallyappropriateandmeetcorporateandlocalethicsstandards.

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Page 12: Top tips for virtual teams ebook

Distributeyourminutes

How oftendoyouactuallyreceiveminutesafterameeting?

Disciplinedteamssharetheirmeetingminutes.Theyincludeashortsummaryofthemeeting,thedecisionsmade,andtheactionsplanned– andwhowillcompletethem.

Thisiscriticalforvirtualteams,soaftereachmeeting,everyoneunderstandwhatoccurred—andwhowilldowhat.

Useameetingminutestemplateandrotatetheresponsibilityfortakingandsharingtheminutesamongtheteammembers.

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Page 13: Top tips for virtual teams ebook

Share teampictures

Keeppicturesofyouteammembersatyoudesk, onyourlocalteamwall, andinyouteamcollaborationsite.

Whenyoudon’tusevideo,sharepicturesofpresentersorteammembersinyourwebconferencepresentationsoparticipantscanassociateafacewithavoice.

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Page 14: Top tips for virtual teams ebook

Manageeach member

Meetregularlywithteammembersone-to-one–justasyouwouldlocally.Dealwithchallengingissuesornegativefeedbackindividuallyinseparate,privatediscussions.Trytomeetwithteammembersinpersonatleastonceayear.Traveltowitnesstheirworkenvironmentinperson,whenpossible,orbringtheteamtogetherforprojectkickoffsandkeymilestonestobuildtrustingrelationshipsinperson.Whenface-to-facemeetingsarenotpossible,encouragetheuseofvideoconferencing.Seeingoneanother’sbodylanguagepromotesclearerconversations.

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Page 15: Top tips for virtual teams ebook

Tips forvirtualteammembers

Howcanyoubeamoreeffectivevirtualteammember?

Nowwe’veseenwhatglobalvirtualteamleaderscandotoimproveteameffectiveness.Butnow,whatyoucanpersonallydotomakeyourselfabettervirtualteammember?

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Page 16: Top tips for virtual teams ebook

Buildtrust

Trustiscriticaltothesuccessofanyteam.Itcanbedifficulttoestablish, challengingtomaintain,anddamagedbyculturalmisunderstandings.

Howcanyoubuildtrustwithyourteammates?

• Learnaboutyourcolleagues.Expressaninterestinthem.

• Communicate withyourteammatesoutsideofteammeetings.

• Shareyourbackground,skills,andevenabitofpersonalinformation.

• Communicateyour expectationsclearlyanddeliveronyourcommitments.

• Followyourteam’scharteranditsbehaviorguidelines.

• Remain flexibleandopen-minded.

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Page 17: Top tips for virtual teams ebook

Arrive early

Joinyourvirtualmeetingsearly—particularlyifyouarethemeetinghost—toensurethatyourtechnologyisworkingcorrectly.

Uploadyourmeetingmaterialsandsetuppollquestionsinadvance,beforeothersarrive.

Greettheparticipantsastheyjoinandengageinsmalltalktobuildrelationships—justasyouwouldinaface-to-facemeeting.

Here’saspecialtip:Sendyourmeetinginvitationsforthetopofthehour,butinyouragenda,scheduleittostartfiveminutesafterthehour.Thatgivesallparticipantstimetologin.

Ifyou’reaparticipant,loginearlyaswellandparticipateintherelationshipbuildingsmall-talk.

Reviewmaterialsinadvance,andparticipateinpollsandchats.

Forwebandaudioconferencecalls,joinyourwebconferencefirst,thenhaveyourconferencingservicecallyou.Thatwayyourwebandaudiopresenceonlinewillbesynchronized,andyouwon’tshowupasabothparticipantandanaudioguest.

Ifyoudodialinseparately,besuretosynchronizeyourwebandaudioonlinepresence.

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Page 18: Top tips for virtual teams ebook

Overcomelanguageissues

Howcanyouasateammemberovercomelanguageissues?

Duringaconferencecallorvideoconference,youcanhelpotherunderstandyou:

• Speakslowly

• Usesimplerwordsandsentences(forexample,avoidthepassivevoicewhichismorecomplex)

• Enunciate

• Avoidjargon

• Avoidreferencestolocalpopculture(forexample,referringtolocaltelevisioncharacters)

• Avoidreferencestosportsthatothersmaynotbefamiliarwith(forexample,“Weneedtohitthisoneoutoftheballpark.”)

• Defineinitialismsandacronyms.Don’tassumeeveryoneknowsthattheymean.

• Provideinformationinwriting

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Page 19: Top tips for virtual teams ebook

Dealwithaccents

Where accentsareanissue,howcanyouensureclearcommunication?

• Acknowledgeeveryone’saccentandissuestheteammightfaceupfront.

• Establishanenvironmentwhereitissafetoaskforclarificationwhenyoudonotunderstandwhatsomeonehassaid.

• Trytoreduceyourstrongaccentifyouhaveone,andtuneyoueartoother’saccents.

• Providedetailedinformationinwriting.

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Page 20: Top tips for virtual teams ebook

Makeyourselfheard

Makeyourselfheardwhenyouattendaconferencecall:

• Muteyourphoneormicrophonewhenyouarenotspeaking.

• Attendfromaquietroom.Thosesetupforconferencecallsaresoundproofandreduceecho.

• Useaheadset.

• Avoidspeakerphones (theysometimesecho,pickupeverynoise,ordon’tpickupvoicesclearly)

• Avoidmobilephonesthatmayexperience“drops”inyourconversation.

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Page 21: Top tips for virtual teams ebook

Usetechnologywisely

Doyouknowhowtomuteeveryoneonyourcall?Doyouknowhowtoturnoffthoseannoying“beeps”asparticipantsjoinorleaveacall?

Learnhowtouseyouraudio,web,andvideoconferencingtools.Attendtrainingorreadtheuser’sguide.Teachothershowtousethetools, andshareyourbestpracticetips.

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Page 22: Top tips for virtual teams ebook

Watch, listen,andlearn

Learnaboutyourcolleague’sculturesandactivelywatchandlistenfortheirculturalcues.

Adaptyourapproach whennecessary.

Allowtimeforsilence—some culturesusesilencetoreflect,othersmustfillthesilence.

Verifyunderstanding,bothverballyandinwriting,attheendofthemeetingsandconversations.

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Page 23: Top tips for virtual teams ebook

Carveoutaworkspace

Doyouhaveadedicatedworkspace athome?

Whetheryouhaveanactualofficeorjustacornerinyourbedroom,dedicateaspaceto"work.”

Treatitlikeyourofficeatwork.Whenyou'redonewithworktoday,leaveitandcheckbackintomorrow.

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Page 24: Top tips for virtual teams ebook

Minimizeinterruptions

Isyourworkspacefreefrominterruptions?

Set”visitation”ruleswiththoseyoulivewith.Forexample:Whenthedoorisclosed,I’mworking.Pleasedon’tinterruptme.

Thatgoesforpetstoo!Noonelikesadogyappinginthebackgroundduringaconferencecall.

Considerpostingan“Ontheair”signonyourdoorduringconferencecalls.Fewrespecta“Donotdisturb”sign—butiftheymightbeheardorappearoncamera,they’llstayaway.

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Page 25: Top tips for virtual teams ebook

Keepyour background clutterfree

Whatdoyourcolleaguesseeinthebackgroundwhentheyholdavideoconferencewithyou?

No onewantstoseeyourclutteredbookshelf,unmadebed,ordirtylaundryinthebackground.

For videoconferences,chooseawell-lightedlocationwithasimplebackground.Considerusingaportablevideoconferencingscreen(see,https://thewebaround.com/)

Avoidbrightwindowsorlightsinthebackground.Theycancauseyourfacetobetoodark.

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Page 26: Top tips for virtual teams ebook

Lookatthecamera

Dootherseeyoulookingofftothesideduringavideoconference?

Establishrapportwithyourcolleaguesbysittingupstraight andlookingdirectlyinthecamera duringavideoconference.Addasmileystickernexttoitasareminder.

Positionyourcomputerscreenandcameraateyelevel,andplaceyoucolleague'svideowindow(ormeetingnotes)directlyunderthecamera.Thatway,youmaintaineyecontactthroughouttheconference.

Whenusinganotebookcomputerortablet,becarefulnottopointitupwardatyourface.Wedon’twanttolookupyournose,orseeyourdistractingceilingfan.

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Page 27: Top tips for virtual teams ebook

Whatwillyoudodifferently?

So, whatwillyoudodifferentlytobeabetterglobalvirtualteamleaderandmember?

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