Ethical Considerations in Global Expansion

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Chapter Seven: How to Facilitate High‐Impact Virtual Meetings—Techniques That Really Work

Overview

“The art of communication is the language of leadership.”

—James Humes

We frequently encounter virtual team leaders who think they are effective. However, when it's time to bring everyone together and really “get stuff done” they struggle to effectively communicate with and engage their team members. That's right. One of the biggest trouble spots for leaders is the virtual team meeting.

We hear stories all the time about marathon v‐meetings—some even lasting all day—that quickly lose focus and end up being a waste of everyone's time. We also often hear about regularly scheduled v‐meetings that are conducted without clear objectives and agendas, but that continue simply because they are on everyone's calendar.

As we've touched on in earlier chapters, virtual team members are time‐crunched and often spread quite thin between their day‐to‐day responsibilities and their virtual team responsibilities. Poorly run meetings not only waste their already scarce time, but they can also jeopardize the team's ability to meet its deadlines.

These factors are why many of the executives we interviewed reinforced the importance of knowing how to effectively manage virtual meetings. For example, Theresa Zeller of Merck stated, “Managing work/life balance is a huge challenge. You need to be flexible but also do not want to reinforce working 24/7, as you want to be respectful of setting virtual boundaries. Therefore, it is important to have much better practices in terms of meeting etiquette and managing meetings.”

Given that successful virtual meetings are essential, in this chapter we offer up a few practical strategies and tools to help virtual team leaders and meeting facilitators better manage v‐meetings, advance their quality, and improve the results they produce.

The Facilitator's Role

The virtual meeting facilitator, regardless of whether the person filling the role is the team leader or a team member, plays a crucial role in making v‐meetings a worthwhile experience. He or she guides the process, encourages suggestions, keeps the team on track, summarizes actions, creates a positive climate, and anticipates pitfalls.

Great facilitators are prepared to interrupt meetings or discussions when necessary in order to realign the team with the meeting's goal, refocus on the agenda, and help the team improve its productivity.

Naturally, active participation is very important during virtual meetings. But how can a facilitator make sure everyone is participating when the meeting is being held over the phone or via a videoconference? The key is to listen closely and be patient with the team's progress.

As a facilitator, you should give team members an opportunity to express their thoughts without being influenced by any input from you. Save your ideas for last. You may even want to put your contributions in a “what if…?” form.

In high‐performing virtual teams, team members often take on a facilitation role as needed, depending on the meeting objectives. Everyone takes responsibility for keeping the group on track, ensuring that time is well‐managed, and ensuring that meeting objectives are being met.

To reinforce the shared nature of the meeting, arrange for different people to lead parts of the session. If appropriate, you can even ask team members to rotate the facilitator role itself. The facilitation tips shown in Table 7.1 will help build a collaborative v‐meeting environment.

Table 7.1: Tips for Leaders/Facilitators   Open table as spreadsheet

Be sure that …

How?

Everyone understands the objectives and agenda for the meeting.

· Check in at the beginning of the meeting to ensure team members know the goals.

· Ask people whether they have any questions.

· Ask them what they would like to accomplish during the meeting.

All people are treated with respect.

· If there is a disagreement between individuals, de‐personalize the conflict by shifting the emphasis from the people to the issue.

· If there are disagreements, start any discussion by highlighting the common ground or areas of agreement before pointing out the disagreement.

All ideas are treated with respect.

· Remember, even the craziest ideas deserve to be heard. Before discussing an idea, make sure that it was understood by the whole team and try to identify the value in the idea (what you like about it, its advantages, etc. Stretch for positives if you have to!).

· Discuss concerns by approaching them from a problem‐solving perspective.

Everyone in the meeting has some airtime.

· Make sure everyone knows he or she will be expected to contribute.

· Give people time to think about their responses.

· Singling out one person to answer a question has an upside and a downside—people know you are paying attention to them, but they really may not have an answer to your question, so be careful how you use this technique.

Everyone is clear about the team's next steps.

· At the end of each meeting, review the decisions made and decide on the team's next steps. Reinforce what's decided by sending out a summary statement to the group as a follow‐up to the session.

V‐Meeting Checklist

In order to make the most of your v‐meetings, you must lay out what will happen before, during, and after the meeting. Table 7.2 summarizes the key elements of effective meeting management by outlining the steps that need to be taken at every stage.

Table 7.2: Virtual Meeting Outline   Open table as spreadsheet

Before Meeting

During Meeting

After Meeting

· Develop agenda/allot times.

· Determine who needs to attend and invite participants, giving them as much advance notice as possible.

· Distribute agenda (and any necessary background materials) so team members can prepare.

· Secure appropriate technologies.

· Know your audience and anticipate discussions in advance if possible.

· Prepare your own presentation/key points.

· Start on time.

· Introduce people who don't know each other.

· Make sure everyone has the agenda.

· Review priorities.

· Set ground rules for decision making (consensus, discussion with leader decision, majority vote?).

· Follow agenda.

· Facilitate discussion, interaction.

· Listen with respect to all points of view.

· Assign action items/responsibilities.

· Track decisions made.

· Take notes/minutes.

· Summarize decisions/action items.

· Set date for next meeting, if needed.

· Close on or before the scheduled end time.

· Distribute notes/minutes promptly.

· Complete your own action items.

· Follow up on action items.

· Ask for feedback on the meeting's effectiveness.

Building a V‐Meeting Agenda

The agenda is the key to virtual meeting success. It should be set and distributed electronically as far in advance of the meeting as possible so team members can begin planning how they will contribute.

When creating a meeting agenda, start by identifying the main goal or purpose of the meeting. Next, draft a list of potential agenda items—including a list of items to cover, follow‐up items from the team's last meeting, and items suggested by attendees (from previous meetings or via email in preparation for the meeting). Once the list of agenda items is compiled, prioritize it and then determine how much time will need to be spent discussing each item and how long the meeting as a whole will be.

If your time frame is fixed, ensure that you do not have too many agenda items to cover. Be aware that items requiring decision making or problem solving will take longer than items that only require information giving or gathering. And keep in mind, the larger your team, the longer decision making and problem solving will take.

Keeping Virtual Meetings on Track

Now that you have structured a meeting agenda, how do you keep everyone on track during the meeting to ensure that all your objectives are accomplished? First, be up‐front with your team. Tell them that staying on track is everyone's responsibility. Next, be well‐prepared. And finally, use process intervention when necessary.

Process intervention occurs when the facilitator, team leader, or a team member interrupts the meeting or a certain discussion to refocus the participants and/or to rebalance group interactions. The goal is to help team members achieve their desired outcomes by keeping them on track and to balance participation with results. Be supportive when you intervene and always start with the most subtle and least threatening method of intervention. For example, during a conversation about a topic that is clearly tangential to the planned agenda, share your observation that, although it may be interesting, the current discussion is taking the group off the meeting agenda. Then ask the team whether they would like to continue with this discussion (with the understanding that they may not have time for the planned items) or if they'd rather “table it” and take it up at a later time.

Three key practices help meeting facilitators determine when an intervention is required and what type of intervention should be used.

The first is observation. Pay close attention to the flow of the discussion. Are the comments and issues being raised aligned with the stated agenda? Also, attend to the team's or a team member's interactions by focusing on behaviors and patterns. Keep in mind that you won't have the luxury of being able to see the meeting participants' body language or other visual cues. Therefore, it is particularly important to keep up with the level of participation of individual members and to listen carefully to their tone and choice of words.

The next step is the diagnosis. Is the topic something the team should discuss even though it is not on the agenda? Is there enough time to take a “side trip” or is sticking with the planned agenda more important? Here you also analyze the participant's behavior to determine whether it requires attention. For example, is the behavior getting in the way of team productivity or progress? Are team members staying focused on the goal and agenda?

Finally, based on your observation and diagnosis, choose the appropriate intervention technique for the team. This might include asking a question to assess a point of view, refocusing the team toward a goal, or summarizing a point under discussion.

To illustrate how different interventions might work, Table 7.3 shows strategies that Ted, a high‐performing virtual team leader, uses when his meetings get off track or when disagreements pop up.

Table 7.3: Intervention Techniques

When the Meeting Gets Off Track

Speaking for yourself

“I think it would be helpful if we got back on the agenda.”

Speaking to the individual(s)

“That sounds like an interesting issue, Don, and we do need to resolve it, but it's not on today's agenda.”

Speaking to the team

“The team seems to be moving off our stated agenda.”

When There Is Disagreement

Speaking for yourself

“As I understand it, the two choices that we are discussing are…”

Speaking to the individual(s)

“Pete and Julie, you seem to be in disagreement. Can you each state your position on this issue—and we'll all listen to both of you?”

Speaking to the team

“Only two people seem to be engaged in this discussion, where does everyone else stand?”

Three common situations require intervention to keep a virtual meeting on track—staying on timeending a long, drawn‐out discussion, and managing conflict. Table 7.4 lists suggestions on how to intervene in each situation.

Table 7.4: Strategies to Deal with Common Virtual Meeting Challenges   Open table as spreadsheet

Topic

Situation

Intervention

Staying on Time

The team has a lot to cover in the agenda, but they seem too bogged down in details and frequently veer off into other topics.

Invoke the “keep focused” ground rule: Suggest someone capture items that need to be pursued, but are not the focal points for this meeting.

 

The team continues to veer off.

Specifically re‐focus on the particular topic/agenda item: “I'd just like to remind you that we are currently discussing the team budget, so please hold discussion on other topics until we get to them.”

 

The discussion of a given topic has continued for some time, and you are running out of time for the item.

Attempt closure of item: “Team, we have ten minutes remaining for this item. We need to re‐focus. What do we still need to discuss to conclude this item?” “We are almost out of time, but there appears to be more discussion required. Is that true?”

Follow up a yes response to this query with, “What do you need in order to close on this item?” or “Why are we unable to close on this item?”

 

The item is truly important and just wasn't given sufficient time for the necessary discussion and action.

Give participants a choice on how they spend their meeting time: “Is this item more important than the remaining items on the agenda and, if so, when will we address the other items?”

Note: The answer should not be to prolong the meeting so that all items can be discussed.

Never‐Ending Discussion

Information barriers exist. Sometimes a discussion will not come to closure because of insufficient, inaccurate or unreliable information.

Follow the same guidelines under “Staying on Time.” There may not be enough valid information available to warrant moving forward on the item, in which case the team should hold the item for another meeting.

 

 

If the remainder of the meeting is dependent on the completion of this item, then reschedule the meeting with action items to ensure that participants bring whatever is required next time.

Conflict: Personal Attacks

An individual is harshly criticized. A group member takes “shots” at other team members. For example, let's say Bill is taking “shots” at Joe.

Apply gentle humor: Say nothing on the first occurrence unless you are sure that it was intentional, or make light of the first occurrence: “I hope that comment isn't an indication that we need armor for this meeting.”

 

Bill makes another remark.

Restate the ground rules. Say to Bill, “We welcome all ideas and comments that build or clarify ideas but not negativity.”

 

Once again, Bill directs another sarcastic or belittling remark at Joe.

Confront Bill directly. Use firm words and a supportive tone: “Bill this is not the first time that you have targeted Joe with your remarks. Please stop.” Then redirect him with “What is the concern you have with the issue/idea? How would you modify it to improve it?”

Dealing with Other Common Challenges

In addition to this trio of “derailers,” there are three other important challenges v‐meeting facilitators must be aware of to ensure that meetings are a good use of time for their team members. They are schedulingcommunication, and matching technology to task. Let's focus for a moment on each one.

Scheduling

One of the most common difficulties is finding a meeting time that works well for all team members, especially for global virtual teams whose members may span multiple time zones. Team members we interviewed often complained of having to work longer hours—working at 10:00 p.m. or even getting up at 3:00 a.m.—to accommodate their virtual teams.

Zeller discussed her team's challenge with finding times that were convenient for members across multiple time zones. She recommended rotating meeting times so that the same team members do not always get stuck working at undesirable hours. If you are a global virtual team, this is one way you can alleviate a significant burden on team members.

Communication

Another common challenge on cross‐cultural virtual teams is communication. Language barriers can pose big problems, and these problems are exacerbated when people are not face‐to‐face. Some virtual teams have warm‐ups, or informal (non‐work‐related) conversations, at the beginning of meetings. These warm‐ups help team members transition from their native language and listen to one another to become accustomed to accents or unfamiliar pronunciations. They also allow people to get to know each other, which helps build trust within the team.

A virtual team we worked with had several members for whom English was a second language, which often inhibited communication during teleconferences. The team leader asked each team member to share a brief story or update in English at the beginning of each meeting, which had positive results. Other virtual teams may use native translators to help clarify key messages and ensure that any cultural nuances are not lost when team members communicate with one another.

Matching Technology to the Task

Media richness researchers1 2 believe that communication media can be classified by their level of “richness” based on certain factors: namely, their capacity for feedback, the number of cues used, and how personal they are. Specifically, on a continuum of richness, face‐to‐face communication would be classified as the most “rich,” followed by video, telephone, instant messaging, email, and bulletin boards. As a result of differences in degree of richness, individuals favor certain media depending on the nature of the task.

Some virtual teams unwittingly choose certain technologies for communication and collaboration that hurt rather than help them reach their objectives. When making these decisions, consider how much collaboration will be necessary to successfully complete the task or objective and then determine the appropriate level of “richness.” For example, email, which is a one‐way medium, is best for tasks that require little collaboration. On the other hand, when teams need to solve complex problems or make decisions, technology such as videoconferencing or collaborative software tools, such as Hewlett‐Packard's Halo or Cisco's TelePresence, are best.

One global virtual team in our study attempted to use emails to make decisions and solve problems. However, they found that trying to do so led to delayed and low quality decisions. Conversely, consider a global manufacturing team that we worked with that was deliberate about selecting the most appropriate technology for each task they undertook. They used videoconferencing and teleconferences when making important decisions or solving problems. In between v‐meetings, they used email and instant messaging to keep one another updated and to pass on important information. The team met in person once or twice a year to discuss the team's strategy and build relationships with one another.

Table 7.5 provides guidelines for matching the right technology to your virtual team's objective.

Table 7.5: Selecting the Most Appropriate Technology   Open table as spreadsheet

Objective/Task

Recommended Technology

Share information or ideas

Email or telephone; blogs

Provide updates

Email or telephone; blogs

Generate ideas

Teleconferences or videoconferencing; collaborative software (to allow for “brainstorming” and enable team members to “build” on the ideas of others)

 

Email or telephone (when the focus is on the exchange of individual suggestions)

Solve problems

Teleconferences or videoconferencing; collaborative software

Make complex decisions

Teleconferences or videoconferencing; collaborative software

Building relationships, negotiating, or gaining commitment

Face‐to‐face (if possible)

Resolve conflicts

Face‐to‐face (if possible)

In summary, Table 7.6 outlines do's and don'ts for successful virtual team meetings.

Table 7.6: Summary of Virtual Meeting “Do's” and “Don'ts”   Open table as spreadsheet

Do

Don't

· Ensure that all stakeholders essential to achieving the meeting's goals can attend. Otherwise, reschedule it.

· Consider rotating the meeting time to accommodate those participants in different time zones.

· Prepare an agenda that outlines the meeting goals.

· Cancel a regularly scheduled meeting if you feel time could be better spent elsewhere.

· Send a meeting reminder with the agenda, any necessary materials, and information on technology that may be used at least three days before the meeting.

· Ask team members who are not speaking to put their phones on mute.

· Ensure everyone participates.

· Eliminate distractions—ask people to turn off all cell phones and BlackBerries and to avoid using email and IM during virtual meetings.

· Document decisions and next steps.

· Summarize at the end—review decisions, next steps, and accountabilities.

· Send copies of meeting notes to all participants following the meeting.

· Periodically gather feedback on how your virtual meetings could be more meaningful.

· Let meetings become “habit.”

· Hold a meeting if you can't clearly answer the question, “What is the purpose and expected outcome?”

· Attempt to cover more than five specific items per meeting.

· Hold a meeting if any stakeholders essential to the meeting objectives cannot attend.

· Assume team members are clear about their roles and the meeting objectives.

· Continuously hold “marathon” meetings without any small‐group brainstorming or breaks.

· Start late.

· Tackle critical topics at the end of the meeting.

· Let the meeting get off track by discussing details of an action item that aren't relevant to the meeting's goals.

Conclusion

Many virtual team leaders neglect to properly plan out their team meetings. In some cases, leaders are simply too busy to prepare for and follow up after their meetings. In other situations, they don't have the knowledge and skills to run a successful team discussion.

Unfortunately, we have witnessed numerous examples where poor meeting management led to virtual team performance issues. The positive news is that with a little work team leaders can improve the quality and value of their v‐meetings. By properly planning, intervening when necessary to keep the team on track, and selecting the appropriate communication and collaboration technologies to match the team's tasks, leaders can facilitate high‐impact virtual meetings and successfully lead from a distance.

The Bottom Line 

It is critical that virtual team leaders focus on the practices that support effective virtual communication and meeting management. The most effective leaders understand the unique factors inherent in leading and communicating from a distance and take the necessary steps to ensure they are able to lead their teams successfully.