2. AGENDA
• Pros and Cons of Virtual Teams
• Why?
• The Virtual Team Approach Parts 1 and 2
• Organizational Objectives 101
• It’s a Fact!-Communication Works!!
• Measures and Metrics
• Risks for Virtual Teams
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3. Pros
• Face-to-Face meetings are routine.
• Proximity of Location.
• A virtual team can be superior to a co-located team in idea generation. Brainstorm
a good list of options then pick one.
• Take advantage of the virtual team's ability to routinely document communications.
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Leading Virtual Teams in 2020: A Successful Methodology
4. Cons
• Different facility locations, time zones or countries.
• Getting results effectively seems virtually impossible.
• Communication may be inconsistent.
• Transfer of information may become unwieldy.
• Needed collaboration will be subject to interference.
• Technology glitches will hold up progress.
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5. Why Your Company Needs a Specific Methodology for Virtual Teams?
Without a formal methodology for remote teams, performance of the team will
degrade, and strategic objectives will suffer. To get around this unfortunate fact of life,
you need to employ a group of continuous reporting tools, metrics and practices for
teams to be cognizant of their progress or lack thereof.
The Project Leader provides this direction
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6. The Virtual Team Approach
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Virtual Team Mission Statement
Organizational Strategic
Objectives
Virtual Team Roles &
Responsibilities
Communication Plan for Virtual
Team Members
Project Leadership
Leading Virtual Teams in 2020: A Successful Methodology
7. The Virtual Team Approach
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Virtual Team Measures &
Metrics
Training for Virtual Team
members
Risks for Virtual Teams
Quality and On-Going
Performance Appraisals
Project Leadership
8. Virtual Team Mission Statement
The collective understanding of what the team will accomplish given direction from
senior management in a timely manner and with adequate tools to carry out the
project.
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9. Organizational Objectives 101
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• The Who, What and WhyDefine enterprise-wide
objectives
• Specific tie-ins to VT teams project workProvide strategic directions
• Specific VT team goalsCreate action steps
• Relevant project progress metricsCreate progress indicators
• Electronic and written project documentationDocument progress or lack
of
10. “So, You Say You Want to Go Virtual”
Define and address unique challenges for VT’s:
• What are the immediate and not so immediate challenges?
• How can we address short- and long-term challenges?
• Is there more than one solution?
• Collaboration is key!
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Leading Virtual Teams in 2020: A Successful Methodology
10
11. VT’s Responsibilities
Participate in solutions meetings for VT’s
Provide ongoing electronic status to management
Provide feedback on virtual team assessment criteria
Present ways to improve the VT process
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12. It’s a Fact!-Communication Works!!
Structured, well defined collaborative communication planning sessions
The structure of the communication plan will vary, based on the deliverables, the size and frequency of projects,
and the culture of the organization
Communication skills are not inherent
Communication 101
Listening skills 101
Constructive Feedback
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13. Communication Tools
Successful organizations employ consistent communication tools to help guide their
virtual teams to success
Repetition breeds success
Various communications tools – MS Teams, Zoom, Skype,Texts, phone calls etc..
Whatever works……..
Communication Plan annual assessment
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14. Measures and Metrics
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Virtual Team Resource Hour Allocation
15. Measures and Metrics
Virtual Team Measurement Criteria:
• VT project milestone checkups
• Before, after and during project comparative studies
• Virtual team personnel tweaking and adjustments
• Self assessments
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16. Virtual Team Training Plan
How training plans differ for VT members:
• Advantages
• Disadvantages
• Comprehensiveness
• Evolving training plan
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17. Risks for Virtual Teams
• Security risks
• Are they inherent for long distance teams?
• Resource risks
• One person show syndrome
• Client risks
• All my eggs are in 1 basket and the basket is in India
• Technical risks
• Quantifiable lack of expertise
• Other Risks?????
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18. The Quality Virtual Team Plan
The quality virtual team plan allows you to record and comment on specific activities
undertaken that demonstrate quality control measures in place.
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19. Quality Standards for the Virtual team
Adherence to standards
• Team fully understands from start to finish
Quality control
• Self policing of quality
Strategic quality adjustments
• Periodic mandated adjustments
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20. Virtual Team Appraisals
Periodic self assessments
Lessons learned from projects
Action steps to remedy areas of weakness
It is a continuous process!!!!
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21. In Conclusion
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22. THANK YOU
PAUL A. CAPELLO, PMP, CSM
tigcap@verizon.net
941-812-6823
Leading Virtual Teams in 2020: A Successful Methodology
