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Keys to Making
        Virtual
        Communication
        Work

Jonathan Gilbert, PMP
Director of Client Solutions
     ESI International



      www.esi-intl.com




                               Used with Permission
Our Agenda Today


 Communication – in general



 Virtual Communication



 Tips and Resources



                               building talent, driving results   2
Discussion




 From your perspective, what are the top challenges
    you face, right now, in leading a virtual team.




                                building talent, driving results   3
What are our rules of engagement for
today’s discussion?




                            building talent, driving results   4
Communication –
   in general
Why does communication
matter so much?
 Idea of the need to communicate well is
  not new!
 Communication is the grounding skill for –
    –   Facilitation
    –   Collaboration
    –   Influencing
    –   Relationship building
    –   Team building
    –   Negotiation
    –   Conflict resolution
    –   Customer relationships
    –   And more…




                                               building talent, driving results   6
Communication is also the
cornerstone skill for –
 Business Analysts
    – Eliciting requirements
    – Listening
    – Facilitation
 Program Managers
    – PMI’s Exam Specification includes many
       communication-oriented skills
 Project Managers
    – Gaining buy-in
    – Managing customer expectations
    – Presenting to stakeholders




                                               building talent, driving results   7
What the Experts Say




Poor communication was         75% of IT decision makers          Of the Top 10 Knowledge
the #1 cause of project        described communication            and Skills Expected to
failure in COMPTIA poll.       skills as “very important” to      Increase in Importance Over
                               their hiring decisions in          the Next Five Years:
                               2007.
                                                                  #3 – Teamwork and
                                                                  Collaboration (74.2%)

             - CompTIA, 2007                  - Forrester, 2007     - Creativity and Innovation 2007




                                                            building talent, driving results     8
Communication

 Communication is the transfer of information between people and the
 attachment of meaning.




                                        =    Shared meaning
                                               and desired
                                                outcome

 High-impact communication is clear communication directed at a target
 audience that achieves its purpose by producing desired outcomes.



                                              building talent, driving results   9
Communication Filters

 What is a filter? Anything that interferes with the message
 Primary filters in communication
    –   Memory
    –   Context
    –   Content
    –   Style




                                                     building talent, driving results   10
Virtual
Communication
Virtual Teams


                First, let’s take a look at the
                definition …

                Virtual Teams
                “A group of persons with a shared
                objective who fulfill their roles with little or
                no time spent meeting face to face.”




                               building talent, driving results   12
What the Research Tells Us
  About Virtual Teams

 Greater access to global talent       Conflict can go underground and
 Greater work-life balance for some     escalate rapidly
  employees                             It is tougher to evaluate individual
 Geographically dispersed members       performance
 Multiple cultures (visible/hidden)    Effective use of technology is
 Clear goals and standards are even     essential
  more critical                         Relationships take more time and
 Communication/trust is the number      effort
  one issue                             It is tougher to implement change
 Employee development and
  mentoring must take on a new form




                                               building talent, driving results   13
Tips and Resources
Team Standards




“    Standards/goals without consequences
                                                     “
            are merely suggestions.




                             building talent, driving results   15
Establishing Team Standards
and Norms

 Keep in touch with other team members.
 Check your voicemail every day and return calls within 24 hours.
 Check your email every day and respond to messages within 24
  hours.
 If you are going to be out of the office, let other people know and
  leave a message on your voicemail — an “out of the office alert.”
 Email messages are to be used for updating and exchanging.
  information only. There are to be no surprises over email about
  problems. Interpersonal issues are not to be resolved using email;
  use the telephone or a face-to-face meeting.




                                                building talent, driving results   16
Establishing Team Standards
and Norms (cont.)

 Send an agenda out 48 hours in advance of the meeting.
 Be on time for video conferences, audio conferences and other
  meetings.
 In video conferences or audio conferences, keep the mute button
  on when not speaking.
 Take breaks every 60 or 90 minutes during audio conferences
  and video conferences.
 Do not interrupt others in meetings.
 At the end of each meeting, evaluate how the team performed,
  abiding by team norms.



                                              building talent, driving results   17
Establishing Team Charters
That Include…

 The mission and scope of the team
 Standards for team behavior and team
  processes
 Clear understanding of individual
  accountabilities and use of “responsibility
  charting”
 Effective use of technology
 Development of an external communication
  plan to key stakeholders
 Success measures that everyone
  understands




                                                building talent, driving results   18
Communicating the Vision
and Goals

 Make it simple to communicate and easy
  to remember
 Paint a picture using examples or
  analogies
 Present the vision in multiple forums
 Repeat the message; according to
  Hallmark, people need to hear it seven
  times
 Connect each employee’s work to the
  over-arching goal




                                           building talent, driving results   19
Communication Filters

One way to ensure messages are
received correctly is to understand
your communication style.
   To capitalize on your communication strengths
   To improve your ability to communicate with
      people who have different communication
      styles
     To recognize when a miscommunication
      occurs due to style, not content




                                                    building talent, driving results   20
Communicating with…

 Direct                 Spirited
  Bottom line           Persuasive
  Speaks forcefully     Big picture
  Presents strongly     Motivational


 Systematic             Considerate
  Precise               Supportive
  Concise               Trust and harmony
  Speaks efficiently    Listens well




                                      building talent, driving results   21
Communicating with…

 Direct                                        Spirited
    Focus on their goals and objectives          Focus on opinions and inspiring ideas
    Keep your relationship businesslike          Be supportive of their ideas
    Argue facts, not personal feelings           Don’t hurry the discussion
    Be well-organized in your presentations      Engage in brainstorming
    Ask questions directly                       Be entertaining and fast-moving
    Speak at a relatively fast pace              Allow them to share their ideas freely
 Systematic                                    Considerate
    Focus on facts, not opinions                 Focus on your relationship
    Be thorough and organized                    Be supportive of their feelings
    Provide written evidence when possible       Make sure you understand their needs
    Be systematic in your presentations          Be informal
    Avoid gimmicks                               Maintain a relaxed pace
    Allow time for analysis                      Give them time to build trust in you




                                                                building talent, driving results   22
Summary: Styles and Tips

                 Direct                          Spirited                        Considerate               Systematic
Verbal              Decisive                       Expresses opinions             Listens                  Focuses on specific
                                                     readily                                                   details
                    direct speech                                                  close, personal
                                                    generalizes                     language                 precise language
                    doesn’t stop to say hello
                                                    persuasive                     supportive language      avoids emotions
Paraverbal          speaks quickly                 lots of voice inflections      speaks slowly            little vocal variety
                    loud tones                     animated                       soft tones               brief speech
                    formal speech                  loud tones                     patient speech           even delivery
Body Language       direct eye contact             quick actions                  gentle handshake         poker face
                    firm handshake                 lots of body movement          likes hugging            controlled
                                                                                                               movement
                    bold visual appearance         enthusiastic handshake         slow movement
                                                                                                              avoids touching
Personal Space      keeps physical distance        cluttered workspace            family pictures in       a strong sense of
                                                                                     workspace                 personal space
                    displays planning              personal slogans in
                     calendars in work space         office                         likes side-by-side       charts, graphs in
                                                                                     seating                   office
                    work space suggests            likes close physical
                     power                           space                          carries sentimental      tidy desktop
                                                                                     items




                                                                                         building talent, driving results             23
A Powerful “Opener”

                                   TREOA

 Topic: What is the problem, issue, or opportunity you are addressing?
 Recommendation: What is your general recommendation?
 Evidence: What evidence do you have that supports the topic and your
  recommendation?
 Outcome: What outcome will the audience realize from this recommendation?
 Action: What specific action do you want this audience to take?




                                                  building talent, driving results   24
References

 Teams That Click, from The Results-Driven Manager series
 The Distance Manager: A Hands-On Guide to Managing Off-Site Employees and Virtual
  Teams, by Kimball Fisher and Mareen Duncan Fisher
 Remote Working: Linking People and Organizations, by David Nickson and Suzy Siddons
 The I in Team, by Susan K. Gerke and Linda V. Berens
 Mastering Virtual Teams, by Deborah L. Duarte and Nancy Tennant Snyder
 Leadership At A Distance, edited by Suzanne Weisband




                                                       building talent, driving results   25
Questions?



Jonathan Gilbert, PMP
Director of Client Solutions
     ESI International



      www.esi-intl.com

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Gilbert.jonathan

  • 1. Keys to Making Virtual Communication Work Jonathan Gilbert, PMP Director of Client Solutions ESI International www.esi-intl.com Used with Permission
  • 2. Our Agenda Today  Communication – in general  Virtual Communication  Tips and Resources building talent, driving results 2
  • 3. Discussion From your perspective, what are the top challenges you face, right now, in leading a virtual team. building talent, driving results 3
  • 4. What are our rules of engagement for today’s discussion? building talent, driving results 4
  • 5. Communication – in general
  • 6. Why does communication matter so much?  Idea of the need to communicate well is not new!  Communication is the grounding skill for – – Facilitation – Collaboration – Influencing – Relationship building – Team building – Negotiation – Conflict resolution – Customer relationships – And more… building talent, driving results 6
  • 7. Communication is also the cornerstone skill for –  Business Analysts – Eliciting requirements – Listening – Facilitation  Program Managers – PMI’s Exam Specification includes many communication-oriented skills  Project Managers – Gaining buy-in – Managing customer expectations – Presenting to stakeholders building talent, driving results 7
  • 8. What the Experts Say Poor communication was 75% of IT decision makers Of the Top 10 Knowledge the #1 cause of project described communication and Skills Expected to failure in COMPTIA poll. skills as “very important” to Increase in Importance Over their hiring decisions in the Next Five Years: 2007. #3 – Teamwork and Collaboration (74.2%) - CompTIA, 2007 - Forrester, 2007 - Creativity and Innovation 2007 building talent, driving results 8
  • 9. Communication Communication is the transfer of information between people and the attachment of meaning. = Shared meaning and desired outcome High-impact communication is clear communication directed at a target audience that achieves its purpose by producing desired outcomes. building talent, driving results 9
  • 10. Communication Filters  What is a filter? Anything that interferes with the message  Primary filters in communication – Memory – Context – Content – Style building talent, driving results 10
  • 12. Virtual Teams First, let’s take a look at the definition … Virtual Teams “A group of persons with a shared objective who fulfill their roles with little or no time spent meeting face to face.” building talent, driving results 12
  • 13. What the Research Tells Us About Virtual Teams  Greater access to global talent  Conflict can go underground and  Greater work-life balance for some escalate rapidly employees  It is tougher to evaluate individual  Geographically dispersed members performance  Multiple cultures (visible/hidden)  Effective use of technology is  Clear goals and standards are even essential more critical  Relationships take more time and  Communication/trust is the number effort one issue  It is tougher to implement change  Employee development and mentoring must take on a new form building talent, driving results 13
  • 15. Team Standards “ Standards/goals without consequences “ are merely suggestions. building talent, driving results 15
  • 16. Establishing Team Standards and Norms  Keep in touch with other team members.  Check your voicemail every day and return calls within 24 hours.  Check your email every day and respond to messages within 24 hours.  If you are going to be out of the office, let other people know and leave a message on your voicemail — an “out of the office alert.”  Email messages are to be used for updating and exchanging. information only. There are to be no surprises over email about problems. Interpersonal issues are not to be resolved using email; use the telephone or a face-to-face meeting. building talent, driving results 16
  • 17. Establishing Team Standards and Norms (cont.)  Send an agenda out 48 hours in advance of the meeting.  Be on time for video conferences, audio conferences and other meetings.  In video conferences or audio conferences, keep the mute button on when not speaking.  Take breaks every 60 or 90 minutes during audio conferences and video conferences.  Do not interrupt others in meetings.  At the end of each meeting, evaluate how the team performed, abiding by team norms. building talent, driving results 17
  • 18. Establishing Team Charters That Include…  The mission and scope of the team  Standards for team behavior and team processes  Clear understanding of individual accountabilities and use of “responsibility charting”  Effective use of technology  Development of an external communication plan to key stakeholders  Success measures that everyone understands building talent, driving results 18
  • 19. Communicating the Vision and Goals  Make it simple to communicate and easy to remember  Paint a picture using examples or analogies  Present the vision in multiple forums  Repeat the message; according to Hallmark, people need to hear it seven times  Connect each employee’s work to the over-arching goal building talent, driving results 19
  • 20. Communication Filters One way to ensure messages are received correctly is to understand your communication style.  To capitalize on your communication strengths  To improve your ability to communicate with people who have different communication styles  To recognize when a miscommunication occurs due to style, not content building talent, driving results 20
  • 21. Communicating with… Direct Spirited  Bottom line  Persuasive  Speaks forcefully  Big picture  Presents strongly  Motivational Systematic Considerate  Precise  Supportive  Concise  Trust and harmony  Speaks efficiently  Listens well building talent, driving results 21
  • 22. Communicating with… Direct Spirited  Focus on their goals and objectives  Focus on opinions and inspiring ideas  Keep your relationship businesslike  Be supportive of their ideas  Argue facts, not personal feelings  Don’t hurry the discussion  Be well-organized in your presentations  Engage in brainstorming  Ask questions directly  Be entertaining and fast-moving  Speak at a relatively fast pace  Allow them to share their ideas freely Systematic Considerate  Focus on facts, not opinions  Focus on your relationship  Be thorough and organized  Be supportive of their feelings  Provide written evidence when possible  Make sure you understand their needs  Be systematic in your presentations  Be informal  Avoid gimmicks  Maintain a relaxed pace  Allow time for analysis  Give them time to build trust in you building talent, driving results 22
  • 23. Summary: Styles and Tips Direct Spirited Considerate Systematic Verbal  Decisive  Expresses opinions  Listens  Focuses on specific readily details  direct speech  close, personal  generalizes language  precise language  doesn’t stop to say hello  persuasive  supportive language  avoids emotions Paraverbal  speaks quickly  lots of voice inflections  speaks slowly  little vocal variety  loud tones  animated  soft tones  brief speech  formal speech  loud tones  patient speech  even delivery Body Language  direct eye contact  quick actions  gentle handshake  poker face  firm handshake  lots of body movement  likes hugging  controlled movement  bold visual appearance  enthusiastic handshake  slow movement  avoids touching Personal Space  keeps physical distance  cluttered workspace  family pictures in  a strong sense of workspace personal space  displays planning  personal slogans in calendars in work space office  likes side-by-side  charts, graphs in seating office  work space suggests  likes close physical power space  carries sentimental  tidy desktop items building talent, driving results 23
  • 24. A Powerful “Opener” TREOA  Topic: What is the problem, issue, or opportunity you are addressing?  Recommendation: What is your general recommendation?  Evidence: What evidence do you have that supports the topic and your recommendation?  Outcome: What outcome will the audience realize from this recommendation?  Action: What specific action do you want this audience to take? building talent, driving results 24
  • 25. References  Teams That Click, from The Results-Driven Manager series  The Distance Manager: A Hands-On Guide to Managing Off-Site Employees and Virtual Teams, by Kimball Fisher and Mareen Duncan Fisher  Remote Working: Linking People and Organizations, by David Nickson and Suzy Siddons  The I in Team, by Susan K. Gerke and Linda V. Berens  Mastering Virtual Teams, by Deborah L. Duarte and Nancy Tennant Snyder  Leadership At A Distance, edited by Suzanne Weisband building talent, driving results 25
  • 26. Questions? Jonathan Gilbert, PMP Director of Client Solutions ESI International www.esi-intl.com