ETM5221 Engineering
Teaming: Application and
Execution
Nicholas C. Romano, Jr.
Nicholas-Romano@mstm.okstate.edu
Paul E. Rossler prossle@okstate.edu
ETM5221 Engineering Teaming Spring 2002 1
Week 3 April 16, 2002
Facilitation Skills
ETM5221 Engineering Teaming Spring 2002 2
Agenda
• GSWeb Experience Discussion
• Group Support Systems
• Case studies
• Facilitation roles, issues, skills, and problems
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GSWeb Meeting Discussion
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Group Support Systems
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Meetings are difficult
Waiting to speak
Domination
Fear of speaking
Misunderstanding
Inattention
Lack of focus
Inadequate criteria
Premature decisions
Missing information
Distractions
Digressions
Poor Meetings
Wrong people
Groupthink
Poor grasp of problem
Ignored alternatives
Lack of consensus
Poor planning
Hidden agendas
Conflict
Inadequate resources
Poorly defined goals
Source: Nunamaker, J.F., R.O. Briggs, and D.D. Mittleman, Electronic meeting systems: Ten years of lessons learned , in Groupware: Technology and applications , D. Coleman and R.
Khanna, Editors. 1995, Prentice-Hall: Upper Saddle River, NJ. p. 149-193.
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An input-process-output model of teamwork
Group
Task
Context
Process Outcome
Technology
(Source: Doug Vogel)
7 ETM5221 Engineering Teaming Spring 2002
Source of facilitation lies on a continuum
One or more people
Embedded in software
(Source: Doug Vogel)
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A facilitation model
Cognitive Issues
Group Issues
Task Issues
Toolbox
Assumptions and Frameworks
Rapport/Resourcefulness
Outcomes
Skills &
Techniques
Group Systems
(Source: Doug Vogel)
9 ETM5221 Engineering Teaming Spring 2002
A variety of problems lead to unproductive meetings
• Pace
• Poor meeting design
• Poor focus
• Lack of closure
• Poor process
Research findings summarized in Bostrom, R.P., R. Anson, and V.K. Clawson, Group facilitation and group support systems, in Group Support Systems , L.M. Jessup and
10
Interventions that improve group processes and outcomes
1. Applying Structured Procedures
– providing instructions to group members
– extending problem formulation
– extending idea generation
– separating idea generation from evaluation
– delaying solution adoption
Research findings summarized in Bostrom, R.P., R. Anson, and V.K. Clawson, Group facilitation and group support systems, in Group Support Systems , L.M. Jessup and
11
Interventions (cont’d.)
2. Encouraging Effective Task
Behaviors
– discussing task procedures
– applying explicit criteria
– using factual information
– maintaining focus on task goals
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Interventions (cont’d.)
3. Encouraging Effective Relational
Behaviors
– encouraging broad participation and influence
– managing conflict constructively
– emphasizing consensus acceptance over majority votes
– applying active listening techniques
– discussing interpersonal processes
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Interventions (cont’d.)
4. Training
– training group members and/or leaders
– training external facilitators
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The Challenge of Distributed
Meetings
All slides for this section taken from N. Romano, PowerPoint Presentation
15
Tomorrow’s fragmented, geographically dispersed workplace
-- a space, not a place !!
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Unstructured interactions, discussion & news groups)
• Lack of Focus
– Disjointed Ideas
– Separate often hidden Agendas
– Information overload
• No Convergence
– No Conclusions Nor Decisions
– No Business Outcome Results
– No Consensus
– No Shared Understandings
Source: J. Nunamaker and N. Romano PowerPoint Presentation titled,”Distributed Work
17
Advantages of
The Virtual WorkSpace
• Time independence
• Rapid feedback (on routed material)
• Integration of local and remote teams
• Easy to skip topics of no interest
• Ask questions as they occur
• Information exchange
• Broader participation
• Short-notice participation
Source: J. Nunamaker and N. Romano PowerPoint Presentation titled,”Distributed Work
18
Drawbacks of
The Virtual WorkSpace
• Uncharted territory
– asynchronous process
• Low engagement
– observers, not players
• Low sense of presence:
– Am I alone?
Source: J. Nunamaker and N. Romano PowerPoint Presentation titled,”Distributed Work
19
Tradeoffs in
Virtual WorkSpace
Face-to-Face
Higher contribution
Future Environment
Lower contribution
High sense of community
Lower sense of community
Direction will change Signals missing
Source: J. Nunamaker and N. Romano PowerPoint Presentation titled,”Distributed Work
20
Corporate
Database
External
Information
Services
Extended Group Support
Information generated between group-to-group and distributed meetings
Different Time
Same Time
Small Group
Large Group
Group
Virtual
FTF
Meeting
Meeting to
Group
Adapted from J. Morrison, 1992, University of Arizonia MIS
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Audio Technology
• Advantages
– in place
– easy to use
– cheap
• Disadvantages
– low media richness
– primarily “same time”
– less useful for large groups
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Video Technology
• Advantages
– personal
– fulfills participant expectations
– high media richness
• Disadvantages
– not universally available
– expensive/lacking standards
– potential for cultural confusion
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Data Technology
• Advantages
– widely available
– more time independent
– very cheap
• Disadvantages
– impersonal
– low media richness
– requires extended support
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Key to effective team support is integrated audio/video/data
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GroupSystems
• Integration of
– Collaborative Technology
– Attention Dynamics
– Knowledge Management
– Customized Repeatable Processes
To Dramatically Improve Productivity
Slides for this section taken from J. Nunamaker and N. Romano PowerPoint Presentation
31
GroupSystems
Session
Planning
Collaboration
Share
Information
Generate
Ideas
Organize
Ideas
Poll
Consensus
Explore
Issues
Knowledge Management
Organizational
Memory
Enterprise
Model
Corporate
Database
ETM5221 Engineering Teaming Spring 2002
Intranet World Wide
Web
FTP/Gopher
WAIS
32
GroupSystems
Virtual Collaboration
NY
DC
DC
Boston
Session
Planning
LA
SF
HK
SYD
NY
Knowledge Management
PIT
ATL
Collaboration
Share
Information
Generate
Ideas
Organize
Ideas
Poll
Consensus
Explore
Issues
DC
LA
Paris
LON
SF
Organizational
Memory
Enterprise
Model
Corporate
Database
ETM5221 Engineering Teaming Spring 2002
Intranet World Wide
Web
FTP/Gopher
WAIS CHI
33
GroupSystems Tools
• Electronic Brainstorming
– Unstructured idea generation
• Categorizer
– Refine, rearrange, categorize ideas
• Vote
– Prioritize, measure consensus, graph results
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GroupSystems Tools
(cont’d.)
• Topic Commenter
– Structured idea and information sharing
• Group Outliner
– Build hierarchical process models
• Shared Whiteboard
– Team graphical illustration
• Report Writer
– Store results / produce reports
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More GroupSystems Tools
• Alternative Analysis
– Evaluate alternatives using multiple criteria. Produce statistical and graphical results.
• Survey
– Create electronic questionnaires, including subjective and objective items. Collect & tabulate responses. Produce varied reports.
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More GroupSystems Tools
• Activity Modeler
– SMEs describe business processes and activities in parallel; system makes the linkages and draws the electronic pictures automatically.
• Data Modeler
– SMEs describe business data flows and stores in parallel; system makes the relationships and develops data model automatically.
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Team Processes
Idea
Generation
Idea
Organization
Idea Evaluation and Prioritization
Idea
Exploration
Idea Development and Exposition
ETM5221 Engineering Teaming Spring 2002
GSS Tools
Brainstorming
Topic Commenter
Idea Organizer
Categorizer
Group Outliner
Group Matrix
Alternative Evaluator
Vote
Stake Holder analysis
Assumption surfacing
Group Writer
Team Graphics
Screen Prototyper
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Case studies
Slides taken from N. Romano,
PowerPoint Presentation titled, “Benefits.” Undated.
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Bottom Line Benefits
IBM
Boeing
Average Labor Flow Time
Saved/project Saved
55.2% $2,642 92%
72.0% &7,242 65%
IBM:
Boeing:
30 projects
53 projects
ETM5221 Engineering Teaming Spring 2002
Mean 8.2 people
Mean 10.5 people
Total
Saved
$79,272
$383,841
5.6 hrs/person
7.5 hrs/person
40
IBM Owego
• Mean participants / session 8.27
• Mean session length 3.37 hours
• Mean cost savings / session $1,819
• Mean % hour savings 51%
• One EMS hr = 2.32 historical hrs
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Five IBM Case Studies
Case Number 1 2 3 4 5
Participants 7 10 10 10 10
Historical Labor 204.5
47.5
240.0 132.0 94.0
EMS Labor
Labor Savings
97.5
20.5
40
107 27 200
36 46
96 48
Dollars Saved 5350 1350 1000 4800 2400
% of Labor Saved 52% 57% 83% 73% 51%
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Summary of 64 IBM Case
Studies
• 490 participants
• 199 Session hours
• 5527 Projected hours
• 2380.70 Actual hours
• $ 157,315 Dollars Saved
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Boeing labor savings
• Total flow time saved: 1,773 days
(91%)
• Labor savings / meeting: $6,754 (71%)
• Total Savings: $432,260
• Dollars saved per hour: $1,146
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Boeing Flowtime Savings
Item Savings
Total project hours 81%
Flowtime (days) 96%
Total savings $121,568
15 groups, 11.2 people / group, 6.5 hrs / session
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Bellcore Experience
Survey results of 4 Quality Teams
• 40% more than 3 x as productive
• 40% about 3 x as productive
• 20 % about 2 x as productive
• 40% Task took < 1/3 the time
• 60% Task took about 1/3 the time
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US Army Experience
• Major systems development project
• Standardizing personnel application
• Eight 1-week meetings
• $500,000 cost reduction
• $500,000 cost avoidance
$ 1,000,000 Total Savings
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Intangible Benefits
• Increased quality of meeting output
• Increased efficiency
• Increased satisfaction
• Increased cohesion
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Electronic Meeting Systems
Benefits
• Full Participation
• Parallel Communication
• Anonymity
• Focus on Content
• Reveal Critical Information
• Complete Meeting Record
• Time Savings
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Facilitation roles, issues, skills, and problems
Source: Doug Vogel PowerPoint Presentation titled,
“Facilitation and Managing Group Dynamics.” Undated.
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Facilitation perspectives
• Pre-, During, and Post-Session
• Coordination vs. Social
• Content vs. Process
• Active vs. Passive
• Technical vs. personal
• Adaptive vs. Structured
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Facilitation roles
• Information seeking
• Information circulation
• Information coordination
• Technology integration
• Agenda preparation/timekeeping
• Recording
• Provider/sustainer of structure
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Facilitation roles (cont’d.)
• Process enabler
• Technical support
• Elaborator/reflective listener
• Energizer/motivator
• Coordinator (process director)
• Group observer/commentator
• gatekeeper/expeditor
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Facilitation roles (cont’d.)
• Information/opinion seeking (query)
• Harmonizer/peacemaker
• Standard setter/framer
• contributor (active content)
• Evaluator/critic (active content)
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Facilitation issues
• Fit/misfit of technology
• Content Intervention
• Session dynamics
• Group behavior
• Administration
• Technological
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Facilitator skill base: Tool box
• Sensory Acuity
– Detecting patterns: States, frames, etc. in individuals, groups, and self
– Detecting differences
• Outcome Focused
– Useful meeting outcome and agenda
– Flipping problems to outcomes
– Relevancy challenges
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Facilitator skill base: Tool box
(cont’d.)
• Frame Clarification
– Backtracking
– Pointers/word challenges
– Relevancy challenges
• Reframing
– Multiple perspectives
– Chunking up/linking
– Chunking down
– As if
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Facilitator skill base: Tool box
(cont’d.)
• Rapport Building
– Pacing/matching
– Backtracking
– Pointers/challenges
• Creating Resourcefulness
– Outcome Focused
– Reframing skills
– “If stuck, move”
– Humor, playful, etc.
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Facilitator skill base: Primary outcomes
• Paying attention to group
• Using own feelings as barometer of group state
• Task accomplishment
• Generate high-quality (accurate, shared) information
• Active listening
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Facilitator skill base: Primary outcomes (cont’d.)
• Using conflict constructively
• Stimulate creative thinking
• Expand/Change Boundaries
• Positive Tone
• Resourcefulness
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Facilitator skill base: Primary outcomes (cont’d.)
• Create supportive - trusting environment
• Prerequisite for effective communication
• Create productive and creative environment
• Prerequisite for effective communication and task accomplishment
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Characteristics of effective facilitators
Common Problem
– Unclear Goals. Rambling between topics or issues without resolving them.
Effective Strategy
– Explicitly developing well formed group goals/ outcomes and keeping groups focused on outcomes.
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Characteristics (cont’d.)
Common Problem
– Lacking agenda and clear procedures.
Facilitator getting hooked into content.
Effective Strategy
– Effectively structuring the task. Focusing on the process. Establishing explicit boundaries for contributions to content and process.
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Characteristics (cont’d.)
Common Problem
– Limited rapport or resourcefulness; being overly negative or critical
Effective Strategy
– Monitoring levels of, and encouraging rapport, resourcefulness, and a positive tone.
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Characteristics (cont’d.)
Common Problem
– Not acknowledging or utilizing individual differences.
Effective Strategy
– Recognizing and utilizing individual differences.
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Characteristics (cont’d.)
Common Problem
– Limited participation and contribution by members
Effective Strategy
– Encouraging participation and acknowledging contributors
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Characteristics (cont’d.)
Common Problem
– Individuals dominating the discussion.
Effective Strategy
– Counteracting dominance behaviors
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Characteristics (cont’d.)
Common Problem
– Assuming others think as you think or know what you know and mistaking assumptions and interpretations for facts.
Not verifying information or “filling-in” from your own model.
Effective Strategy
– Generating and using high-quality
(accurate, shared) information. Verifying assumptions and facts.
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Characteristics (cont’d.)
Common Problem
– Listening passively or not at all
Effective Strategy
– Encouraging and demonstrating active listening
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Characteristics (cont’d.)
Common Problem
– Getting locked into a rut or narrow train of thought.
Effective Strategy
– Stimulating creative thinking and group exploration; expanding/changing boundaries and frames of reference.
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Characteristics (cont’d.)
Common Problem
– Ignoring resistance and avoiding conflict or letting it escalate emotionally.
Effective Strategy
– Acknowledging resistance and using conflict constructively.
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Characteristics (cont’d.)
Common Problem
– Paying attention to yourself when you need to notice the other person/group
Effective Strategy
– Paying attention to the group and using your own feelings as a barometer of group state
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Characteristics (cont’d.)
Common Problem
– Group becomes dependent on facilitator as an expert
Effective Strategy
– Empowering the group by creating conditions for joint responsibility and interdependence
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Current
Business
Team
Interactions
Two Complementary
Solutions
Coordination/
Facilitation Skills
(Design & Execution)
Improved
Dialogues/
Meetings
Technology
(Groupware)
Source: Doug Vogel PowerPoint Presentation titled,
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