Leading Virtual Teams
Getting Connected for Success
Prework
Review the following slides to be discussed in the module:
Clarifying project roles. These are typical roles on project teams.
(Slides 2-3 Project Roles)
Establishing team standards. This is an example of getting team
agreements to help provide structure. (Slide 4-5 Team agreements
and example).
A model for managing Sponsor and Stakeholder expectations
throughout a project.
1
Project Roles
Sponsor
Project
Lead
Project
Team
Members
• Scope out team’s charter
• Identify the team lead and supporting the team lead with securing
resources
• Stay available to team lead to maintain progress and manage scope
creep and keep upper management informed
• Assemble team
• Work with Sponsor to clarify scope
• Run the project
• Develop and implement project
• Share accountability for the success of the team (both content and
process/project management)
2
Project Roles
Customer/
Consumer/
End-user
Stakeholders
• Person/group with the problem the team is trying to address
• Other people and/or groups who have an interest in or are
impacted by what the team does
Other?
3
Team Contract / “Agreements”
What – Behavior standards we feel are critical
How we work together
For us to achieve our vision we must be this way with each
other.
Why – Create boundaries
Give team members and newcomers minimum behavior
standards they can expect of each other
Remind group of a standard we must try to maintain to achieve
our vision
How –
One on one conversation and/or group discussions
Group members agree to adopt
“I’ve been chatting with all of you and thinking about how we
need to ‘be’ together for us to complete this project, and have
some fun while we’re doing it … here are some thoughts around
that, what do you think?”
4
3 Key Team Behaviors/Agreements - sample
Being candid and loyal to the absent I avoid gossiping
(e.g., I don’t bad mouth someone “not in the room” and I
encourage others to refrain likewise.) I don’t deliver messages for
others and if I have a beef with someone, I talk to them directly. 1 2 3 4
Team before personal: I put the team/organization’s goals
before my own. If someone has an idea that’s working better
than my own, I offer my time, budget, resources to help them
succeed.
Transparency: I am completely open in sharing my thinking
and information I have at any given moment. If I disagree, I
bring it up in the meeting vs. in the hall, and I do it agreeably.
I model the behavior of “If I have more information than you,
I am obligated to share it. If it seems you have more than
me, I am obligated to ask.”
1 2 3 4
1 2 3 4
5
Project Management 101
2) Time
(schedule)
1) Quality
(scope)
Manage
Expectations!
2) Resources
(cost)
6
Project Management 101
1) Quality
(scope)
2) Time
(schedule)
“What do you
want done?
What’s going to be
different at the end?
How good does
it need to be?”
Manage
Expectations!
2) Resources
(cost)
7
Project Management 101
1) Quality
(scope)
2) Time
(schedule)
“When do you
Manage
Expectations!
need it by?”
“How firm is that?”
2) Resources
(cost)
8
Project Management 101
2) Time
(schedule)
1) Quality
(scope)
Manage
Expectations!
“What kind of budget is available?”
2) Resources
(cost)
“Who can I tap into?”
“Can temps or other outside resources
be used?”
9