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Effective Management of Virtual Teams – The Good, The Bad, and the UGLY Keith MacKay, TechnoFacto Keith@KeithJMacKay.com
Juggling = pm (metaphorically) Must keep ALL balls in the air Drop one, derail the works Juggling and PM: disciplines Learnable techniques May understand theory, but practice required for success …and, yes, half the people you deal with as a PM will also think you’re a clown. 
Who Is *This* Clown? MIT, Brain & Cognitive Sciences Co-founded a team-based robotics competition at MIT, now a class for credit Over 1000 projects since ‘84 Developer, BA, PM, Managing Director,CTO, Founder, Advisor Co-author of QUE Office book Past-President – MIT Club of Boston Instructor, Northeastern  University Online MBA Mentor MIT Class “Solving Complex Problems” Virtual/distributed teams In-/out-sourced, on-/near-/off-shore Teams (and/or I) have variously been in Europe, India, China, Japan, Uruguay, Canada, and all over the U.S.
Village Software Outsourced software design/development Onshore Offshore Outsourced PM Insourced PM
On Experience “Fools say that they learn by experience. I prefer to profit by others' experience.” -attributed to Otto von Bismarck (1815-1898)
What I’ll cover Overview plus Tested Tips and Techniques for: Better Management of Virtual Teams Cultural Differences/Factors to Consider Language Challenges Tools to facilitate productivity with remote teams(or local ones, for that matter)
PM Abhors a vacuum Never enough time Always more to do Project expands to fill available space A la George Carlin’s “Stuff” By definition, virtual teams mean more to do…
Is it worth it? Ideal Case: Supplemental skills Lower Overall Cost Diversity Different strengths Different education Maybe different infrastructure and resources Round-the-clock 6-heads-are-better-than-1 “Anything worth doing well is worth doing badly at first” Must Make Investment Time, energy, systems Must Pivot as Needed Review Correct Must Manage and Support your People
MANAGING VIRTUAL TEAMS Peter Drucker:Managing Professionals = Managing Volunteers Almost all of the downside of your live teams Conflicts Power struggles Miscommunication Ensuring motivations are aligned [Your favorite challenge here]
Additional challenges: virtual teams Less frequent communication Slower team cohesion/longer ramp-up They may have no advocates other than you Harder to monitor Accountability Microcredit example How do you get it? Relentless follow-up Daily concalls Test and review
Add’l Challenges: Work-from-home Do your people work well from home? Professionalism Separate work space “Uniform” Distraction
You must be a Translator/diplomat PMs/BAs have always had to speak multiple languages and do translation Originally, between biz wonks and tech geeks Now, cultural factors added to the equation Thinking about how to communicate with your *specific* audience matters Message often needs repackaging depending on the listener
Cultural factors Breakfast cereal rollout in India As of 2007, 30% growth/year And yet, initial rollouts failed “I have a doubt” Different visual cues “Face” and respect
Translation for “I Have a doubt”… Not in a million years. Hahahaha! Are you kidding? You have flipped. Your elevator doesn’t go to the top. You’re not playing with a full deck. Lost your marbles! You are out of your mind. Nuts! Not possible. No way!
PM *is* Communication Every issue I’ve encountered came down to a people issue or a communications issues Clarity Brevity (Thomas Jefferson quote) Parenting is good prep—establish standards and rules while remembering to have fun REMEMBER: PM really equals “People Management” (you manage people,  not projects)
Language
Language factors Multi-cultural teams, variety of languages An ear for accents helps--exposure Communicate in writing less pressure = more understanding Multi-modal communication reinforces Establish language standards Well-commented code--in Vietnamese. Didn’t help my team of U.S. developers… Code page standardization
Tools for virtual teams—START HERE Meticulous Project Documentation No software will solve existing problems here Complementary Skills Mix on Team No software will solve existing problems here Diplomacy No software will solve… You get the picture. Start with solid PM. Having *A* tool is more important than the specific tool use what works for you—but use SOMETHING A little discipline can save a lot of time and effort
Maturing market for Tools Scheduling Communications Remote Access/Screen Sharing Document Sharing/Tracking Document Collaboration Tools Bug/Incident Tracking Process/Project Tracking Source Code Control
Scheduling Free web apps: Doodle, TimeBridge, Tungle Pro: simple Pro: free Con: Don’t distinguish live/f2f vs phone Con: Don’t handle physical location (some meetings need to be in-person, and people are free but not in same location) Con: Rescheduling is a pain, no automated apologies, etc. Con: Don’t allow prioritization of conflicts
Communications Synchronous Telephone  Videoconferencing Web Meeting Synchronous or Asynchronous IM/Chat (Trillian) Web-Based Phone Services Asynchronous Email Wiki Facebook Wall Twitter
Phone & Videoconferencing Phone FreeConferenceCall.com Video—Corporate Polycom Tandberg Video—Free or Cheap Skype iChat ooVoo
Web Meeting Webex GoToMeeting DimDim.com AT&T Web Meeting Service Yugma.com Vyew.com – Free option (advertising supported)
Web-Based Phone Services Skype.com Fring.com Google Voice Ribbit.com Phonebooth.com Ringio.com
Asynchronous communications Email – use appropriately! Wiki – for sharing/documenting SocialText/Microblogging, etc. Facebook Wall – can be useful with Facebook group to create community Blogs – Useful for team and for outsiders. Am going to start using this more. Twitter – meh. Has its uses, but it’s a broadcast mechanism. Command/control doesn’t work well in team-building.
Remote Access “Screen Sharing” LogMeIn.com GoToMyPC Remote Desktop VPN
Document Sharing/collaboration Document Sharing/Tracking SharePoint SocialText Document Collaboration Tools Google Docs Wiki
Bug/Incident Tracking Mantis RMTrack Bugzilla BugTracker.NET
Process/Project Tracking Microsoft Team Foundation Server Project GoPlan Basecamp
Source Code Control Subversion (SVN) Microsoft Team Foundation Server Git Perforce CVS
Have a good story or a tool to recommend? Send me an email! Keith MacKay Keith@KeithJMacKay.com Twitter: @KeithJMacKay

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Effective Management Of Virtual Teams For Slide Share

  • 1. Effective Management of Virtual Teams – The Good, The Bad, and the UGLY Keith MacKay, TechnoFacto Keith@KeithJMacKay.com
  • 2. Juggling = pm (metaphorically) Must keep ALL balls in the air Drop one, derail the works Juggling and PM: disciplines Learnable techniques May understand theory, but practice required for success …and, yes, half the people you deal with as a PM will also think you’re a clown. 
  • 3. Who Is *This* Clown? MIT, Brain & Cognitive Sciences Co-founded a team-based robotics competition at MIT, now a class for credit Over 1000 projects since ‘84 Developer, BA, PM, Managing Director,CTO, Founder, Advisor Co-author of QUE Office book Past-President – MIT Club of Boston Instructor, Northeastern University Online MBA Mentor MIT Class “Solving Complex Problems” Virtual/distributed teams In-/out-sourced, on-/near-/off-shore Teams (and/or I) have variously been in Europe, India, China, Japan, Uruguay, Canada, and all over the U.S.
  • 4. Village Software Outsourced software design/development Onshore Offshore Outsourced PM Insourced PM
  • 5. On Experience “Fools say that they learn by experience. I prefer to profit by others' experience.” -attributed to Otto von Bismarck (1815-1898)
  • 6. What I’ll cover Overview plus Tested Tips and Techniques for: Better Management of Virtual Teams Cultural Differences/Factors to Consider Language Challenges Tools to facilitate productivity with remote teams(or local ones, for that matter)
  • 7. PM Abhors a vacuum Never enough time Always more to do Project expands to fill available space A la George Carlin’s “Stuff” By definition, virtual teams mean more to do…
  • 8. Is it worth it? Ideal Case: Supplemental skills Lower Overall Cost Diversity Different strengths Different education Maybe different infrastructure and resources Round-the-clock 6-heads-are-better-than-1 “Anything worth doing well is worth doing badly at first” Must Make Investment Time, energy, systems Must Pivot as Needed Review Correct Must Manage and Support your People
  • 9. MANAGING VIRTUAL TEAMS Peter Drucker:Managing Professionals = Managing Volunteers Almost all of the downside of your live teams Conflicts Power struggles Miscommunication Ensuring motivations are aligned [Your favorite challenge here]
  • 10. Additional challenges: virtual teams Less frequent communication Slower team cohesion/longer ramp-up They may have no advocates other than you Harder to monitor Accountability Microcredit example How do you get it? Relentless follow-up Daily concalls Test and review
  • 11. Add’l Challenges: Work-from-home Do your people work well from home? Professionalism Separate work space “Uniform” Distraction
  • 12. You must be a Translator/diplomat PMs/BAs have always had to speak multiple languages and do translation Originally, between biz wonks and tech geeks Now, cultural factors added to the equation Thinking about how to communicate with your *specific* audience matters Message often needs repackaging depending on the listener
  • 13. Cultural factors Breakfast cereal rollout in India As of 2007, 30% growth/year And yet, initial rollouts failed “I have a doubt” Different visual cues “Face” and respect
  • 14. Translation for “I Have a doubt”… Not in a million years. Hahahaha! Are you kidding? You have flipped. Your elevator doesn’t go to the top. You’re not playing with a full deck. Lost your marbles! You are out of your mind. Nuts! Not possible. No way!
  • 15. PM *is* Communication Every issue I’ve encountered came down to a people issue or a communications issues Clarity Brevity (Thomas Jefferson quote) Parenting is good prep—establish standards and rules while remembering to have fun REMEMBER: PM really equals “People Management” (you manage people, not projects)
  • 17. Language factors Multi-cultural teams, variety of languages An ear for accents helps--exposure Communicate in writing less pressure = more understanding Multi-modal communication reinforces Establish language standards Well-commented code--in Vietnamese. Didn’t help my team of U.S. developers… Code page standardization
  • 18. Tools for virtual teams—START HERE Meticulous Project Documentation No software will solve existing problems here Complementary Skills Mix on Team No software will solve existing problems here Diplomacy No software will solve… You get the picture. Start with solid PM. Having *A* tool is more important than the specific tool use what works for you—but use SOMETHING A little discipline can save a lot of time and effort
  • 19. Maturing market for Tools Scheduling Communications Remote Access/Screen Sharing Document Sharing/Tracking Document Collaboration Tools Bug/Incident Tracking Process/Project Tracking Source Code Control
  • 20. Scheduling Free web apps: Doodle, TimeBridge, Tungle Pro: simple Pro: free Con: Don’t distinguish live/f2f vs phone Con: Don’t handle physical location (some meetings need to be in-person, and people are free but not in same location) Con: Rescheduling is a pain, no automated apologies, etc. Con: Don’t allow prioritization of conflicts
  • 21. Communications Synchronous Telephone Videoconferencing Web Meeting Synchronous or Asynchronous IM/Chat (Trillian) Web-Based Phone Services Asynchronous Email Wiki Facebook Wall Twitter
  • 22. Phone & Videoconferencing Phone FreeConferenceCall.com Video—Corporate Polycom Tandberg Video—Free or Cheap Skype iChat ooVoo
  • 23.
  • 24. Web Meeting Webex GoToMeeting DimDim.com AT&T Web Meeting Service Yugma.com Vyew.com – Free option (advertising supported)
  • 25.
  • 26. Web-Based Phone Services Skype.com Fring.com Google Voice Ribbit.com Phonebooth.com Ringio.com
  • 27.
  • 28. Asynchronous communications Email – use appropriately! Wiki – for sharing/documenting SocialText/Microblogging, etc. Facebook Wall – can be useful with Facebook group to create community Blogs – Useful for team and for outsiders. Am going to start using this more. Twitter – meh. Has its uses, but it’s a broadcast mechanism. Command/control doesn’t work well in team-building.
  • 29. Remote Access “Screen Sharing” LogMeIn.com GoToMyPC Remote Desktop VPN
  • 30. Document Sharing/collaboration Document Sharing/Tracking SharePoint SocialText Document Collaboration Tools Google Docs Wiki
  • 31. Bug/Incident Tracking Mantis RMTrack Bugzilla BugTracker.NET
  • 32. Process/Project Tracking Microsoft Team Foundation Server Project GoPlan Basecamp
  • 33. Source Code Control Subversion (SVN) Microsoft Team Foundation Server Git Perforce CVS
  • 34. Have a good story or a tool to recommend? Send me an email! Keith MacKay Keith@KeithJMacKay.com Twitter: @KeithJMacKay

Editor's Notes

  1. I’m here to share my experience so you can profit by it. While we’re on military quotes…
  2. On the plus side, less frequent communication means you hear that much less complaining.
  3. work at home:Luckily, the lack of a commute often gives them an extra hour or two in their day, plus they don’t have the water cooler time, so even with the extra distractions at home, responsible people can often get more done.TEST AND REVIEW (and hope they haven’t read the Four-Hour Work Week)Professionalism—I have an office at home with a door that closes, and I go in there to work. I come out for the restroom or to grab lunch or a drink. I generally dress business casual when working at home—the uniform sets the tone for myself. I’ve got my kids trained on how to come visit when they get home from school.Managing Volunteers – Drucker. Even worse when virtual. I was President of the MIT Club of Boston—this is a 1300+ member group of MIT Alumni in Boston area. Volunteers get excited about an idea, but need care and feeding to get the idea to the finish line. Sometimes, they just need reminders. Other times, they need peer accountability.Accountability—follow-up. Important.Microcredit industry – repayment rates as good as pre-meltdown commercial banks. Why? Accountability to the group. DO NOT UNDERESTIMATE THIS! Most people do actually care about the group’s perception of them.