How do you foster communication and collaboration when project members are geographically dispersed? An effective starting point is the creation of a team operating agreement.

1. Building your Virtual Team
Globalization has changed the nature of how businesses function. What is has not
changed are the requirements for success. A dedicated team of skilled employees
guided by expert managers is crucial to any corporation. Communication is
paramount, more so today than ever before. Pulling together a seamless business
team on-site is a challenge in itself. Trying to rally employees from distant locals can
be daunting, at best. A successful “virtual team” can bridge the distance, but with
any team―virtual or traditional―communication is the key to productivity.
Fostering collaboration
According to Dr. Tom Allen, author of “Managing the Flow of Technology,” people are
not likely to communicate or collaborate very often if they are more than 50 feet
apart. How then, do we foster communication and collaboration when people are
geographically dispersed?
As a professional corporate trainer who has coached over 1,000 project managers
across North America, I have found that the most effective starting point when it
comes to opening the lines of communication is to create a team operating
agreement.
A team operating agreement (TOA) guides the team’s actions and interactions.
A TOA is the set of behavioral norms that the team agrees to abide by. They can be
formal or informal. If a team does not deliberately create them, they will develop on
their own…which may be problematic. Geographic, ethnic and cultural differences
impact on the effectiveness of how individuals and teams operate. Awareness of
these differences is vital if communication is to be clear, honest and properly
directed.
A TOA can be as inclusive as a team chooses it to be. The more inclusive it is the less
chance for miscommunication, conflict and lost opportunities. Ideally, the TOA should
be created at the beginning of a project or when a new team forms.
Helping Global Teams Increase Their Productivity

2. A TOA may include the following categories:
Meeting Protocols
§ Meetings begin and end on time
§ We attempt to schedule meetings to accommodate people in different time
zones
§ We take into consideration holidays of the different cultures
§ We respect and listen to what other people are saying on the call and we
don’t hold sidebar conversations
§ One week notice will be given to the team if a member is unable to attend
Communication
§ We check e-mails twice a day
§ We have a no scroll policy on all emails
§ We call into the office once a day
§ We handle conflict directly with the person concerned and work to resolve it
§ We identify and communicate possible conflicts clearly and immediately
§ We give feedback in a timely manner, respecting cultural sensitivities
§ We value confidentiality
How can these objectives be realized?
Use the following steps to implement a TOA on your virtual team.
Brainstorm: have each team member list what they would like to see become part
of the TOA.
List each team member’s ideas on a central flip chart.
Clarify: Ensure team members thoroughly understand each statement;
encourage questions
Discuss: modify any statement, remove it, or live with it. Make sure you have buy-
in from the entire team before moving ahead.
Send: email a copy of the TOA to the team or provide an electronic view of it
Adopt: what has been tabled as the “official” TOA. Laminate it and display in a
virtual meeting room.
Helping Global Teams Increase Their Productivity

3. It is critical to note that the TOA is not a stagnant document; it can, and probably
should, be modified during the course of a project.
Virtual teams are the way of the future…but they use many of the features of
successful business units of yesterday and today. If you would like to explore the
many training options available to maximize the “people potential” of your
organization, give me a call to arrange for an appointment.
Helping Global Teams Increase Their Productivity