Cover Page

Virtual Team Success

A Practical Guide for Working and Leading from a Distance

Darleen M. DeRosa

Richard Lepsinger

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To my husband Joe and son Andrew; to my parents, Michael and Marianna, who always provided endless love and support; and my grandmother, Tina, who taught me the importance of perseverance. —D.D.

To Bonnie, with love. —R.L.

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List of Tables, Case Studies, Figures, and Exhibits

Chapter One

Table 1.1 Top Challenges of Virtual Teams

Chapter Three

Case Study: Pharmacorp

Table 3.1 Evaluating Your Responses

Table 3.2 Checklist for Virtual Team Leader and Team Member Selection

Figure 3.1 The Purpose Pyramid

Exhibit 3.1 Monitor Your Sense of Purpose

Exhibit 3.2 The RACIN Model

Table 3.3 Virtual Team Technology Assessment

Exhibit 3.3 Parker’s Team Player Styles

Exhibit 3.4 Checklist for Virtual Teamwork

Chapter Four

Case Study: ShingleSeal

Table 4.1 Evaluating Your Responses

Table 4.2 Quick Reference Guide

Chapter Five

Case Study: Raygen Company

Table 5.1 Evaluating Your Responses

Exhibit 5.1 Virtual Team Leader Self-Assessment

Exhibit 5.2 Self-Assessment: Interpersonal Communication Skills

Exhibit 5.3 Self-Assessment: Empowering Others

Table 5.2 Leader Quick Reference Guide

Chapter Six

Table 6.1 Virtual Leadership Continuum

Table 6.2 Balanced Response “Do’s” and “Don’ts”

Chapter Seven

Table 7.1 Tips for Leaders/Facilitators

Table 7.2 Virtual Meeting Outline

Table 7.3 Intervention Techniques

Table 7.4 Strategies to Deal with Common Virtual Meeting Challenges

Table 7.5 Selecting the Most Appropriate Technology

Table 7.6 Summary of Virtual Meeting “Do’s” and “Don’ts”

Appendix

Figure A.1 Team Makeup

Figure A.2 Tenure on the Team

Figure A.3 Virtual Team Memberships

Figure A.4 Skill Development or Team-Building Activities

Table A.1 Title, Level, and Function of Participants in the Study

Figure A.5 Meeting Frequency

Figure A.6 Percent Agreeing They Had Proper Technology

Figure A.7 Frequency of Face-to-Face Meetings

Figure A.8 Timing of Face-to-Face Meetings

Figure A.9 Team Leadership Changes

Table A.2 Length of Time Worked with Leader

Figure A.10 Team Results Dimension

Figure A.11 Performance Dimension

Table A.3 Highest-Rated Items

Figure A.12 Tenure of the Teams vs. Effectiveness

Figure A.13 Relationship Between Meeting Frequency and Effectiveness

Figure A.14 Relationship Between Frequency of Face-to-Face Meetings and Performance

Figure A.15 Impact of Face-to-Face Meetings on Performance

Figure A.16 Impact of Meeting Frequency

Figure A.17 Impact of Team Building and Skill Development

Figure A.18 Team Member Ratings of Leaders

Figure A.19 Relationship of Team Members to the Leader

Figure A.20 How Long Team Members Have Known Leaders

Figure A.21 Location of Leaders

Table A.4 Rating of Leadership Competencies

Table A.5 Top Challenges

Acknowledgments

We are grateful to many people for their help and support during the writing of this book. In particular we’d like to thank:

Jessica Lipnack and Jeffrey Stamps, whose insightful books and articles on virtual teams were a major source of inspiration to conduct work in this area. Angela Travagline, who partnered with us throughout the research study and provided valuable insights that helped shape the book. Donald Hantula and Ned Kock, who collaborated with us on several research studies and articles that were a catalyst for our applied research.

Our business partner, Jennifer Forgie, whose suggestions and feedback were invaluable in helping refine and focus the chapters. Max Wolfe whose research and data gathering where tremendously helpful.

The companies, virtual team members, team leaders, and various stakeholders who participated in OnPoint’s global research study. Their time and commitment added richness to the cases, examples, and guidelines that make up the book.

The people who are experts at working from a distance who generously shared their stories and experiences: Laszlo Bock, Mark Feurer, Mark Gasta, Jay Moldenhauer- Salazar, Karen O’Boyle, Kevin Squires, Swroop Sahota, Cleo Stockhoff, and Theresa Zeller.

Dottie DeHart and her team at DeHart & Company, who partnered with us to enhance the book’s content and readability.

And last, but certainly not least, to our spouses. To Joe DeRosa, who was a pillar of strength during the seemingly endless writing process. To Bonnie Uslianer, who endured months of being a “book widow” while providing unconditional support and encouragement.

Foreword

When Darleen asked us to write the foreword to her book, we were immediately inclined to do so. With a Ph.D. in organizational psychology for which she wrote a dissertation on virtual teams and subsequently having conducted two substantial research studies on the topic as a management consultant, she has the bona fides to write authoritatively on the subject.

That Darleen and her co-author and business partner, Rick Lepsinger, have chosen to tackle the sore spot of virtual teams—why they fail—is testament to their expertise, energy, and insight.

A decade ago, Darleen’s earliest work in this field was a research study of how “naturally” virtual teams perform over time using different kinds of media. While the technology studied then seems primitive by today’s standards, her foresight in tackling this topic when few others were considering it is laudable. Technology, she concluded, plays a role, but other factors in real work settings may prove equally or more important.

She continued her work in the putative “real world” as a management consultant, teaming up with Rick, and ultimately leading to this comprehensive examination of what trips up virtual teams and what leaders can do about it.

Here you will find numerous research-based “devices” for clearing the hurdles that virtual teams present. It’s not enough in a 24/7 global work environment to take the old face-to-face techniques and apply them when people are not co-located. Failed projects and missed deadlines in countless organizations indicate that we need new ways to work. The demands of contemporary work environments—distributed, asynchronous, multicultural, and without the benefit of hallway time—require us to think—and behave—differently.

The many frameworks, guidelines, checklists, and recommendations in this book will make life easier for the newest managers, those leading virtual teams. There’s no school for this yet, but when the first is established, Virtual Team Success: A Practical Guide for Working and Leading from a Distance will certainly be the core curriculum.

—Jessica Lipnack and Jeffrey Stamps, authors of Virtual Teams, The Age of the Network, and many other books