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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

ETM5221 Engineering Teaming Spring 2002 3

GSWeb Meeting Discussion

ETM5221 Engineering Teaming Spring 2002 4

Group Support Systems

ETM5221 Engineering Teaming Spring 2002 5

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.

ETM5221 Engineering Teaming Spring 2002 6

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)

ETM5221 Engineering Teaming Spring 2002 8

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

ETM5221 Engineering Teaming Spring 2002 12

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

ETM5221 Engineering Teaming Spring 2002 13

Interventions (cont’d.)

4. Training

– training group members and/or leaders

– training external facilitators

ETM5221 Engineering Teaming Spring 2002 14

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 !!

ETM5221 Engineering Teaming Spring 2002 16

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

ETM5221 Engineering Teaming Spring 2002 21

Audio Technology

• Advantages

– in place

– easy to use

– cheap

• Disadvantages

– low media richness

– primarily “same time”

– less useful for large groups

ETM5221 Engineering Teaming Spring 2002 22

Video Technology

• Advantages

– personal

– fulfills participant expectations

– high media richness

• Disadvantages

– not universally available

– expensive/lacking standards

– potential for cultural confusion

ETM5221 Engineering Teaming Spring 2002 23

Data Technology

• Advantages

– widely available

– more time independent

– very cheap

• Disadvantages

– impersonal

– low media richness

– requires extended support

ETM5221 Engineering Teaming Spring 2002 24

Key to effective team support is integrated audio/video/data

ETM5221 Engineering Teaming Spring 2002 25

ETM5221 Engineering Teaming Spring 2002 26

ETM5221 Engineering Teaming Spring 2002 27

ETM5221 Engineering Teaming Spring 2002 28

ETM5221 Engineering Teaming Spring 2002 29

ETM5221 Engineering Teaming Spring 2002 30

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

ETM5221 Engineering Teaming Spring 2002 34

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

ETM5221 Engineering Teaming Spring 2002 35

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.

ETM5221 Engineering Teaming Spring 2002 36

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.

ETM5221 Engineering Teaming Spring 2002 37

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

38

Case studies

Slides taken from N. Romano,

PowerPoint Presentation titled, “Benefits.” Undated.

ETM5221 Engineering Teaming Spring 2002 39

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

ETM5221 Engineering Teaming Spring 2002 41

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%

ETM5221 Engineering Teaming Spring 2002 42

Summary of 64 IBM Case

Studies

• 490 participants

• 199 Session hours

• 5527 Projected hours

• 2380.70 Actual hours

• $ 157,315 Dollars Saved

ETM5221 Engineering Teaming Spring 2002 43

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

ETM5221 Engineering Teaming Spring 2002 44

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

ETM5221 Engineering Teaming Spring 2002 45

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

ETM5221 Engineering Teaming Spring 2002 46

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

ETM5221 Engineering Teaming Spring 2002 47

Intangible Benefits

• Increased quality of meeting output

• Increased efficiency

• Increased satisfaction

• Increased cohesion

ETM5221 Engineering Teaming Spring 2002 48

Electronic Meeting Systems

Benefits

• Full Participation

• Parallel Communication

• Anonymity

• Focus on Content

• Reveal Critical Information

• Complete Meeting Record

• Time Savings

ETM5221 Engineering Teaming Spring 2002 49

Facilitation roles, issues, skills, and problems

Source: Doug Vogel PowerPoint Presentation titled,

“Facilitation and Managing Group Dynamics.” Undated.

ETM5221 Engineering Teaming Spring 2002 50

Facilitation perspectives

• Pre-, During, and Post-Session

• Coordination vs. Social

• Content vs. Process

• Active vs. Passive

• Technical vs. personal

• Adaptive vs. Structured

ETM5221 Engineering Teaming Spring 2002 51

Facilitation roles

• Information seeking

• Information circulation

• Information coordination

• Technology integration

• Agenda preparation/timekeeping

• Recording

• Provider/sustainer of structure

ETM5221 Engineering Teaming Spring 2002 52

Facilitation roles (cont’d.)

• Process enabler

• Technical support

• Elaborator/reflective listener

• Energizer/motivator

• Coordinator (process director)

• Group observer/commentator

• gatekeeper/expeditor

ETM5221 Engineering Teaming Spring 2002 53

Facilitation roles (cont’d.)

• Information/opinion seeking (query)

• Harmonizer/peacemaker

• Standard setter/framer

• contributor (active content)

• Evaluator/critic (active content)

ETM5221 Engineering Teaming Spring 2002 54

Facilitation issues

• Fit/misfit of technology

• Content Intervention

• Session dynamics

• Group behavior

• Administration

• Technological

ETM5221 Engineering Teaming Spring 2002 55

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

ETM5221 Engineering Teaming Spring 2002 56

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

ETM5221 Engineering Teaming Spring 2002 57

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.

ETM5221 Engineering Teaming Spring 2002 58

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

ETM5221 Engineering Teaming Spring 2002 59

Facilitator skill base: Primary outcomes (cont’d.)

• Using conflict constructively

• Stimulate creative thinking

• Expand/Change Boundaries

• Positive Tone

• Resourcefulness

ETM5221 Engineering Teaming Spring 2002 60

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

ETM5221 Engineering Teaming Spring 2002 61

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.

ETM5221 Engineering Teaming Spring 2002 62

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.

ETM5221 Engineering Teaming Spring 2002 63

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.

ETM5221 Engineering Teaming Spring 2002 64

Characteristics (cont’d.)

Common Problem

– Not acknowledging or utilizing individual differences.

Effective Strategy

– Recognizing and utilizing individual differences.

ETM5221 Engineering Teaming Spring 2002 65

Characteristics (cont’d.)

Common Problem

– Limited participation and contribution by members

Effective Strategy

– Encouraging participation and acknowledging contributors

ETM5221 Engineering Teaming Spring 2002 66

Characteristics (cont’d.)

Common Problem

– Individuals dominating the discussion.

Effective Strategy

– Counteracting dominance behaviors

ETM5221 Engineering Teaming Spring 2002 67

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.

ETM5221 Engineering Teaming Spring 2002 68

Characteristics (cont’d.)

Common Problem

– Listening passively or not at all

Effective Strategy

– Encouraging and demonstrating active listening

ETM5221 Engineering Teaming Spring 2002 69

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.

ETM5221 Engineering Teaming Spring 2002 70

Characteristics (cont’d.)

Common Problem

– Ignoring resistance and avoiding conflict or letting it escalate emotionally.

Effective Strategy

– Acknowledging resistance and using conflict constructively.

ETM5221 Engineering Teaming Spring 2002 71

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

ETM5221 Engineering Teaming Spring 2002 72

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

ETM5221 Engineering Teaming Spring 2002 73

Current

Business

Team

Interactions

Two Complementary

Solutions

Coordination/

Facilitation Skills

(Design & Execution)

Improved

Dialogues/

Meetings

Technology

(Groupware)

Source: Doug Vogel PowerPoint Presentation titled,

74

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