One thing I often tell workshop participants or the project leaders whom I coach about global virtual teams is 'preparation is everything'. However, as with so many catchphrases, the truth is much more complex than that. Is there such a thing as over-preparation? When do you know you have done enough and that it's time to move on? And, if you have only a limited amount of time (or patience), what are the essentials you must focus on?
In the case of a virtual team web conference, preparation can sometimes feel very time-consuming. It can feel like you’re spending more time preparing for the event than for the event to actually take place. But however tempted we might be to skip certain stages, or to take shortcuts, it's really important to go through everything in a systematic fashion. Especially if it is a team coming together for the first time.
One aspect is, of course, technical preparation: making sure that everyone has access to the same technology and conferencing services. It seems an obvious matter, yet I have seen many cases where the technology let everybody down and there were very frustrated and disengaged participants from the outset.
Additionally, I would suggest that the meeting organiser or team leader should have one-to-one conversations with each of the participants. Admittedly, if it’s a very big team, you might not be able to talk with each one of them; but at least talk with each of the local organisers in the different locations. These are not just buddy-buddy conversations of getting to know each other, although of course they should be friendly, informal and genuinely curious about the other person. However, they also need to clarify expectations about agenda and timing. This might include who’s going to contribute and present something, if there are any formal presentations, but, above all, the purpose of the meeting, what the team is trying to do. Is it about problem solving? Is it about decision making? Is it just a progress update? Is it information sharing? Not all of these are equally suitable for a worldwide call, and not all of them require the presence of all participants.
It really helps if all of the participants know a little bit about each other beforehand. If it’s a team coming together for the first time, it’s quite good to share some photos, something about their location, perhaps a photo of their location, whether it’s the office or the nice view to the beach to make all the others envious; perhaps some information about when they joined the company; and then something non-controversial but quite personal. It’s quite difficult to find a suitable topic for this last one sometimes. I know of one company who tried, “What do you like doing in your leisure time?” and the Indian and Chinese participants were a bit baffled by this question because they don’t actually have any of hobbies or much time for leisure other than spending time with the family. So perhaps something like “What is your favourite food?” is a better conversation opener. Or “Describe yourself in one or two words,” something like that. And you could perhaps even have this information put up as a slide or a document that everyone can access during the meeting, so that they can remind themselves of who is taking part in the conference call.
Another item of preparation which is often neglected is around time zones and holidays. I have heard of some companies imposing their own holidays on their overseas contractors, but that is not likely to endear you with anyone. If you want to keep your team members motivated nad engaged, it is better to be more creative about the solutions.
There are several ways of working around this issue. One is to get the schedules together well in advance – perhaps a year in advance – and try to plan the meetings well beforehand. The second is to have meetings in sub-groups. Does everybody really need to be present on every single phone call; or can it be handled bit by bit, group by group, nation by nation? Finally, if it is an important decision, then could you have somebody on standby in a particular location that is on holiday at that time? Yet another option is to compromise. You could have some kind of formal or informal agreement on common holidays; and agree that perhaps a small group of people will be present if it is an important meeting that can’t possibly be rescheduled, even though their country’s on holiday. And the reason why I say “group of people” is because it usually works a bit better if you have a cluster of at least two people from the same location, otherwise they really do feel singled out and lonely having to come into work when everybody else is on holiday.
However, I like to think of this is an opportunity rather than a problem, because if everybody has got different holidays, it means that there’s always going to be somebody in the office regardless of the calendar. So, by turning it into a positive, it becomes less of a 'challenge' and will inspire team members perhaps to hand over tasks from one to the other.
What are your best tips for preparing for a teleconference or video conference? And what are your success stories of working in virtual global team? Please do share with us!