Jarvis_TRCPA_Virtual Teams and Contingency Planning_Mar2010-Public Presentation

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Over 70% of virtual teams fail! If you want to succeed, check out this presentation. It is adapted from my model in the 7 Essentials for Managing Virtual Teams (January 2010, University Readers, San Diego, CA). Let's continue the conversation at www.danajarvis.org/virtualteams. Yung sing! DJX

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Three Rivers Contingency Planning Association Pittsburgh, PA

7 Essentials for Managing Virtual Teams: Lessons for Contingency Planners March 12, 2010

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Thank-You

Thank-You
Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

³Managing a virtual team is not Rocket Science, it¶s People Science. We MUST have meaningful connections among team members to achieve sustained excellence´. ± Dana E. Jarvis
Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Agenda
1. Introduction 2. Contingency Planning and Virtual Team Research 3. 7 Essentials for Managing a Virtual Team Model 4. Virtual Gap Analysis 5. Simulation
Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Introduction

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
Contingency Planning ³A plan, drawn up in advance, to ensure a positive and rapid response to a changing situation. A contingency plan often results from scenario planning and may form part of an organization's disaster management strategy´.
- BNET Business Dictionary EXAMPLE: ³Swedish health authorities presented a contingency plan in case the Scandinavian country is hit with a flu pandemic, suggesting that enough antiviral drugs be stored for at least society's most important groups´.

Virtual Team ³Groups of people who work together although they are often dispersed across space, time, and/or organizational boundaries´.
-Jeremy S. Lurey and Mahesh S. Raisinghani, An empirical study of best practices in virtual teams. PricewaterhouseCoopers, LLP. 2001. EXAMPLE: International building materials distribution company¶s Strategy Team has 8 members across the U.S. who meet quarterly faceto-face and spend most work in a virtual environment.

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Brief Bio: Dana E. Jarvis, MPA, MSW is a Former U.S. Marine and strategic leader with a strong background in Human Resources and Organizational Development. He is an international speaker, management consultant, adjunct professor and author.

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Conduct SWOT Analysis

Evaluate, Learn and Adapt Contingency Plan for Alignment

Design Contingency Plan with End Game

At any time during a Contingency Planning Process, a Virtual Team is likely required.

Implement Contingency Plan in ³Classroom´ and ³Real-Room´

Develop Contingency Plan with Goals, Objectives and Tactics

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA 7 Essentials for Managing Virtual Teams

Muscle Memory

Mind Memory

Contingency Planning Excellence

7 Essentials for Managing Virtual Teams
Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Key Virtual and Co-Located Stakeholders Manufacturers Union Dealers Suppliers Bond Holders Corporate

Could stronger Contingency Planning and Virtual Teams have lessened the blow to GM?
Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Ex
Contingency Planning Virtual Team Snapshot:

Your Virtual Team Brief Analysis (Please Drop Off at End)
To put us all on the same page and have a basic understanding, let¶s share examples of working on virtual teams in contingency planning.
Name: Title: Company: Email: Phone: OK to Continue Conversation: Yes or No #1 Strength of Virtual Team

#1 Development Opportunity of Virtual Team

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Contingency Planning and Virtual Team Research
Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA When disaster happens to YOU?

³Emotional Fall-Out´

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

‡ Disaster Preparedness ‡ Business Continuity Planning

Organizational Development

‡ Learning & Development ‡ Strategic Thinking

‡ Virtual Team Engagement ‡ Learning Culture

Contingency Planning

Contingency Planning Learning Model

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

VT Failure Rate

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
Virtual Distance 1. Physical Distance ± geographic, temporal and organizational. Operational Distance ± size of team, how often team meets face-to-face, degree of multitasking with other teams and degree of skills of members to engage technology. Affinity Distance ± (most important) degree to which team members share cultural values, similarities in communication style and attitudes toward work, how much team members feel dependent on each other for success, amount of time of previous work together, shared social networks and degree and source of power.

Lojeski¶s MeasureFocused Research
HIGH VIRTUAL DISTANCE = DRASTIC DECLINE FOR VTs

2.

3.

93% Innovative Behavior 83% Trust 80% Job Satisfaction 50% Team Performance 30% Team Leader Effectiveness www.danajarvis.org/virtualteams

Dana E. Jarvis, MPA, MSW

412.855.5369

Three Rivers Contingency Planning Association Pittsburgh, PA

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

³Social Skills´

³SelfSufficiency´

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

VT +/-

How important are virtual teams to your Contingency Planning? Low - - - - - - - - - - - - - - - High 1 10

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA Good News for Most Here?

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Ex
Praying Mantis Tiger Monkey Crane

Exercise: VT Performance/Dispersion Map

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

7 Essentials for Managing Virtual Teams Model
Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA 7 Essentials for Managing Virtual Teams

Muscle Memory

Mind Memory

Contingency Planning Excellence

7 Essentials for Managing Virtual Teams
Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Virtual Team Model for Contingency Planning ‡ Building and Sustaining Trust 1
2

‡ Stimulating a Culture of Excellence ‡ Establishing and Executing Purposeful Goals ‡ Accelerating Peak Performance ‡ Proactively Engaging Employees ‡ Embracing Dynamic Change ‡ Maximizing Technology
412.855.5369 www.danajarvis.org/virtualteams

3

4

5

6

7

Dana E. Jarvis, MPA, MSW

Three Rivers Contingency Planning Association Pittsburgh, PA

1
4 Performance 5 Engagement 6 Change 7 Technology

1 Trust

2 Culture

3 Goals

VT TRUST Practices
‡ Strategic On-boarding ‡ Personality Assessment ‡ Win-Win-Win Scenarios ‡ Values and Ethics ‡ Follow Values and Ethics ‡ Train on Values and Ethics ‡ Rules of Engagement

Given time restraints, we will focus on 1 VT Trust Practice ± Which would you like to discuss to help your VTs in Contingency Planning?
www.danajarvis.org/virtualteams

Dana E. Jarvis, MPA, MSW

412.855.5369

Three Rivers Contingency Planning Association Pittsburgh, PA

2
4 Performance 5 Engagement 6 Change 7 Technology

1 Trust

2 Culture

3 Goals

VT CULTURE Practices
‡ Learning Circles ‡ Top Performer Analysis ‡ Adult Learning Principles ‡ Hall of Fame Teamwork ‡ Walt-365 ‡ VT New Idea Factory ‡ Legacy of Awesomeness
Dana E. Jarvis, MPA, MSW

Given time restraints, we will focus on 1 VT Culture Practice ± Which would you like to discuss to help your VTs in Contingency Planning?

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

3
4 Performance 5 Engagement 6 Change 7 Technology

1 Trust

2 Culture

3 Goals

VT GOAL Practices
‡ Leadership Style ‡ Strengths-Based Approach ‡ SMART Goals ‡ World-Shaking BHAG ‡ Engage Senior Leaders ‡ Goal Execution ‡ Action Work-Outs

Given time restraints, we will focus on 1 VT Goal Practice ± Which would you like to discuss to help your VTs in Contingency Planning?

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

4
4 Performance 5 Engagement 6 Change 7 Technology

1 Trust

2 Culture

3 Goals

VT PERFORMANCE Practices Given time restraints, ‡ Fanatical Focus on Measurement we will focus on ‡ SWOT Analysis 1 VT Performance ‡ Structured Scorecard Practice ± Which ‡ USMC Values would you like to ‡ Resiliency Focus discuss to help your ‡ Virtual World Immersion VTs in Contingency ‡ Benchmarking Strategies Planning?
Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

5
4 Performance 5 Engagement 6 Change 7 Technology

1 Trust

2 Culture

3 Goals

VT ENGAGEMENT Practices
‡ Student of Human Nature ‡ Employee Engagement ‡ Teachable Moments ‡ Effective Communication ‡ Diversity Engagement ‡ Coaching and Mentoring ‡ Success Celebration

Given time restraints, we will focus on 1 VT Engagement Practice ± Which would you like to discuss to help your VTs in Contingency Planning?
www.danajarvis.org/virtualteams

Dana E. Jarvis, MPA, MSW

412.855.5369

Three Rivers Contingency Planning Association Pittsburgh, PA

6
4 Performance 5 Engagement 6 Change 7 Technology

1 Trust

2 Culture

3 Goals

VT CHANGE Practices
‡ Key Aspects of VT Change ‡ Embrace Change ‡ ³What if?´ Mindset ‡ Virtual Laboratory ‡ Psychology of Change ‡ Resistance to Change ‡ Sincere Conflict Resolution
Dana E. Jarvis, MPA, MSW

Given time restraints, we will focus on 1 VT Change Practice ± Which would you like to discuss to help your VTs in Contingency Planning?
www.danajarvis.org/virtualteams

412.855.5369

Three Rivers Contingency Planning Association Pittsburgh, PA

7
4 Performance 5 Engagement 6 Change 7 Technology

1 Trust

2 Culture

3 Goals

VT TECHNOLOGY Practices
‡ Best-Fit Technology ‡ Solid Technology Support ‡ Training on Tech Tools ‡ Online Networking ‡ Weblogs and Websites ‡ Channels of Visibility ‡ Innovation Perspective
Dana E. Jarvis, MPA, MSW 412.855.5369

Given time restraints, we will focus on 1 VT Technology Practice ± Which would you like to discuss to help your VTs in Contingency Planning?
www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

1 Trust

2 Culture

3 Goals

4 Performance

5 Engagement

6 Change

7 Technology

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Virtual Priority Analysis
Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Ex
Current Performance (1-10)

Assess ONE of Your Virtual Teams on a Scale of 1(Low)-10(High) 7 Essentials for Managing Virtual Teams

End Goal
(1-10)

Opportunity Margin
End Goal ± Current Performance = Opportunity Margin

1 Trust 2 Culture 3 Goals 4 Performance 5 Engagement 6 Change 7 Technology Total Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
5.1-7.5 - Maybe Low End Goal + Exceed Goals Virtual Team Current Performance 1.0-2.5 - Perhaps Not Desired + Alignment OK 7.6-10.0

Ex
- Room for Improvement + Excellent Results 2.6-5.0 - Challenged Resources + Re-Examine Structure

Virtual Team End Goal 1
Dana E. Jarvis, MPA, MSW 412.855.5369

10
www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
1T Trust 2B Culture 3C Goals 4D Performance 5E Engagement 6F Change

Ex
7G Technology

Priority Analysis
5.1-7.5 7.6-10.0

Virtual Team Current Performance

1.0-2.5

2.6-5.0

1
Dana E. Jarvis, MPA, MSW

Virtual Team End Goal
412.855.5369

10

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Extended Virtual Priority Analysis 1. 2. 3. 4. How many Virtual Teams do you have? How geographically disperse are they? How well does each perform? What is your End Game for the Virtual Teams?
Current State Future State

Gap

Priorities

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Simulation

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
SIMULATION Sunday March 6, 2010 Pittsburgh, PA US Steel Bldg. 0347: Bomb Explodes on 64th Floor Now What?
Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
Simulation Directions: We will do this simulation as a group via dynamic discussion. For each response, you have worksheets to detail your responses. Successful responses will be those that integrate real world experience and material from this meeting, as well as critical analysis and thoughtful examples.

1. 2. 3. 4. 5. 6. 7. 8.
Dana E. Jarvis, MPA, MSW

How would virtual teams be used? Why would trust on these VTs be important? What role might culture play on these VTs? In what ways would goals be executed on VTs? What practice would increase VT performance? How would routine coaching help VT success? What would occur if VT member resists change? How will VT members¶ actions be innovative?
412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
Team #1 Simulation Responses:

1

1. How would virtual teams be used?

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
Team #2 Simulation Responses:

2

2. Why would trust on these VTs be important?

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
Team #3 Simulation Responses:

3

3. What role might culture play on these VTs?

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
Team #4 Simulation Responses:

4

4. In what ways would goals be executed in VTs?

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
Team #5 Simulation Responses:

5

5. What practice would increase VT performance?

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
Team #6 Simulation Responses:

6

6. How would routine coaching help VT success?

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
Team #7 Simulation Responses:

7

7. What would occur if VT member resists change?

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA

Dana E. Jarvis, MPA, MSW Thank-you. Let¶s continue the conversation« Please Drop Off Your Virtual Team Brief Analysis
412.855.5369 ³danajarvis´ ± Skype [email protected] www.danajarvis.org www.danajarvis.org/virtualteams ³If we make meaningful connections with people on virtual teams, we will leverage 100% goal success´.
Dana E. Jarvis, MPA, MSW 412.855.5369 www.danajarvis.org/virtualteams

Three Rivers Contingency Planning Association Pittsburgh, PA
Works Cited
Jarvis, Dana E. 7 Essentials for Managing Virtual Teams. University Readers, 2001, San Diego, CA. BNET. www.bnet.com. The Go-To Place for Business. Lalonde, Carole. Crises management and organizational: Towards the conception of a learning model in crises management. Organization Development Journal; Spring 2007; 25, 1; ABI/INFORM Global. Lurey, Jeremy S. and Raisinghani, Mahesh S. An empirical study of best practices in virtual teams. Information & Management, Volume 38, Issue 8, October 2001, Pages 523-544. PricewaterhousCoopers, LLC, Oak Park, CA. Siebdrat, Frank, Hoegl, Martin and Ernst, Holger. How to manage virtual teams. Managing Collaboration, Operations Management and Research, July 1, 2009. Vowler, Julia. Continuity plan prevents human tragedy becoming business disaster at the BMA Computer Weekly; Nov 15, 2005; ProQuest Computing, pg. 34.

Dana E. Jarvis, MPA, MSW

412.855.5369

www.danajarvis.org/virtualteams

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