April 2, 2008	Volume 8, Issue 14
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Remote Facilitation in Synchronous Contexts: Part II

by Rick Brenner

Facilitators of synchronous distributed meetings — meetings that occur in real time, via telephone or video — encounter problems that facilitators of face-to-face meetings do not. Here's Part II of a little catalog of those problems, and some suggestions for addressing them.

elephone and videoconferences are the next best thing to being there. Unfortunately second place is pretty far back in that race. For routine meetings about routine topics, and for highly functional teams, even though distributed meetings are a bit cumbersome, their pace is tolerable.

Mess line, noon, Manzanar Relocation Center, California, 1943. Social behavior in queues varies with culture. Although the concept of a "speaker queue" might work well in some monocultural meetings, it might not work the same way in another culture. In virtual teams that span multiple cultures, it's reasonable to expect that meeting participants bring with them different ideas about how the "speaker queue" will work. Ideas about priority, the connection between priority and social rank, and the relevance and sequencing of contributions can create problems for queue managers, especially when the pressure mounts. If you expect to be facilitating a multicultural virtual team, then as part of the team kickoff meeting package, and the ongoing orientation program for new team members, it might be wise to include some description of your speaker queue management practices. Photo by Ansel Adams, courtesy U.S. National Park Service.

But for highly charged discussions, or for teams caught in toxic conflict, or when the pressure rises, the limitations of distributed meetings become clear. Facilitators skilled in dealing with these limitations can work around them, but the workarounds require methods that would seem awkward in the face-to-face (F2F) context. Here are some examples.

Collision avoidance and resolution

In face-to-face meetings a "collision" is two or more people attempting to speak at once. Most facilitators manage this problem well by asserting and maintaining control of the recognition process, using the tools of personal presence. In virtual or distributed meetings, most of those tools are limited, work differently, or are unavailable.

As facilitator, explain at the outset that you'll recognize speakers in turn. In videoconferences, hand signals might suffice for speakers seeking recognition, and signals can be given at any time. In telephone conferences, once open discussion begins, the audible request is the only means available. Since such requests might interrupt the speaker, open the floor for requests for time only during a "time-request window" between speakers. Use a brief protocol for requesting the floor — something like "Rick wants time." You'll also want a protocol for withdrawing a request — something like "Rick says 'Never mind.'" Describe also a high priority interrupt protocol to be used only by those who have critical information that will shorten the discussion — something like "Rick has a point of information."

Queue management In virtual or distributed meetings,
most of the facilitator's
customary tools are limited,
work differently,
or are unavailable

In both distributed and F2F meetings, a queue can develop in open discussion, as people request time. In F2F meetings some facilitators maintain the queue on a flip chart or whiteboard that all can see. That might also work well in videoconferences or in distributed meetings with shared writing space.

In audio-only distributed meetings, repeat the queue aloud at the end of each time-request window.

Recognition

Recognition is the process by which the facilitator designates the next speaker. In F2F meetings a nod or a smile suffices, with an optional accompanying verbal cue, such as the speaker's name.

In the distributed context, the verbal cue is required. For safety, repeat it. When two people have identical or similar names, try to remove the ambiguity — perhaps referring to their sites or roles. Avoid disambiguating by means of personal attributes — even positive attributes — because of the risk of offense to the other person of the same name. Bad example: "Next: the smart Rick."

Next in our queue: identifying who's speaking, managing complex technologies, and handling interruptions. First in this series Next in this series   Top    Next Issue

For an examination of some issues that arise in synchronous distributed meetings, see "Remote Facilitation in Synchronous Contexts: Part I," Point Lookout for March 26, 2008. For suggestions for making remote facilitation easier using protocols defined for everyone in advance, see "Remote Facilitation in Synchronous Contexts: Part III," Point Lookout for April 9, 2008.

Is your organization a participant in one or more global teams? Are you the owner/sponsor of a global team? Are you managing a global team? Is everything going well, or at least as well as any project goes? Probably not. Many of the troubles people encounter are traceable to the obstacles global teams face when building working professional relationships from afar. Read 303 Tips for Virtual and Global Teams to learn how to make your global and distributed teams sing. Order Now!

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Do you face a complex interpersonal situation? Send it in, anonymously if you like, and I'll give you my two cents.

Food for Thought

Most companies have employee cafeterias, with the usual not-much-better-than-high-school food service. By upgrading — and subsidizing — food service, these companies can reduce turnover and improve productivity dramatically.

Renewal

Renewal is a time to step out of your usual routine and re-energize. We find renewal in weekends, vacations, days off, even in a special evening or hour in the midst of our usual pattern. Renewal provides perspective. It's a climb to the mountaintop to see if we're heading in the right direction.

Getting Around Hawthorne

The Hawthorne Effect appears when we measure employee attitudes or behavior — when people know they're being measured, they modify their behavior. How can we measure attitudes with a minimum of distortion from the Hawthorne Effect?

Email Antics: Part I

Nearly everyone I know complains that email is a time waster. Yet much of the problem results from our own actions. If you're looking around for some New Year's resolutions to make, here are some ideas, in this Part I of a little catalog of things we do that help waste our time.

Films Not About Project Teams: Part I

Here's part one of a list of films and videos about project teams that weren't necessarily meant to be about project teams. Most are available to borrow from the public library, and all are great fun.

See also Personal, Team and Organizational Effectiveness, Effective Meetings, Project Management and Virtual and Global Teams for more related articles.

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Public seminars

The Race to the South Pole: Ten Lessons for Project Managers

On 14 December 1911, four men led by Roald Amundsen reached the South Pole. Thirty-five days later, Robert F. Scott and four others followed. Amundsen had won the race to the pole. Amundsen's party returned to base on 26 January 1912. Scott's party perished. As historical drama, why this happened is interesting enough, but to project managers, the story is fascinating. Lessons abound. Read more about this program. Here are some upcoming dates for this program:

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  your calendarAppleton, Wisconsin: September 13, Monthly Meeting, Northeast Wisconsin Chapter of the Project Management Institute.
   
• Download to
  your calendarWeston, Wisconsin: September 14, Monthly Meeting, Northeast Wisconsin Chapter of the Project Management Institute.
   
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  your calendarCrowne Plaza Hotel, Cromwell, CT: September 15, Monthly Meeting, Southern New England Chapter of the Project Management Institute. Register now.
   
• Download to
  your calendarFort Wayne, IN: September 22, Monthly Meeting, Northeast Indiana Chapter of the Project Management Institute. Register now.
   
• Download to
  your calendarOverland Park Convention Center, 6000 College Blvd., Overland Park, KS 66211: October 4, Professional Development Day, Kansas City Chapter of the Project Management Institute. Register now.
   
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  your calendarMITRE, in Bedford, MA: February 15, 2011, Monthly Meeting, Boston SPIN.
   

Organizational Politics for People Who Hate Politics

Have you ever felt powerless to implement an important new idea? Have you ever been "blind-sided" at a meeting? Have you ever lost two good employees because you could find no way to keep them from attacking each other? These are some of the issues of organizational politics. Many of us have become enmeshed in them from time to time, but we've also known some people who seem to be able to engage and prosper. How is that done? We'll inventory the challenges of organizational politics, and provide tools for anticipating and addressing them. The focus of this program is practical — attendees learn concrete techniques for dealing with the problems that arise in workplace politics, while keeping their integrity intact. Read more about this program. Here's an upcoming date for this program:

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  your calendarOverland Park Convention Center, 6000 College Blvd., Overland Park, KS 66211: October 5, Professional Development Day, Kansas City Chapter of the Project Management Institute. Register now.
   

Managing Virtual Teams for Real Results

Managing global or dispersed teams is challenging — miscommunications, misunderstandings, and interpersonal conflict all thrive in the typical environment of the distributed team. And they're even more common in global teams, because of time-zone offsets and language and cultural differences. We'll inventory the challenges distributed and global teams face, and provide tools for anticipating and addressing them. The focus of this program is practical — attendees will learn concrete techniques for preventing and dealing with the problems that accompany global and distributed teams. Read more about this program. Here's an upcoming date for this program:

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  your calendarPortland World Trade Center: October 18, Conference, Pacific Northwest Software Quality Conference.
   

Person-to-Person Communications: Models and Applications

When we talk, listen, send or read emails, read or write memos, or when we leave or listen to voice mail messages, we're communicating person-to-person. And whenever we communicate person-to-person, we risk being misunderstood, offending others, feeling hurt, and being confused. There are so many ways for things to go wrong that we could never learn how to fix all the problems. A more effective approach avoids problems altogether, or at least minimizes their occurrence. In this very interactive program we'll explain — and show you how to use — a model of inter-personal communications that can help you stay out of the ditch. We'll place particular emphasis on a very tricky situation — saying no to power. In those moments of intense involvement, when we're most likely to slip, you'll have a new tool to use to keep things constructive. Read more about this program. Here's an upcoming date for this program:

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  your calendarPortland World Trade Center: October 19, Conference, Pacific Northwest Software Quality Conference.
   

Person-to-Person Communication for Project Managers

When we talk, listen, send or read emails, read or write memos, or when we leave or listen to voice mail messages, we're communicating person-to-person. And whenever we communicate person-to-person, we risk being misunderstood, offending others, feeling hurt, and being confused. There are so many ways for things to go wrong that we could never learn how to fix all the problems. A more effective approach avoids problems altogether, or at least minimizes their occurrence. In this very interactive program you'll learn a model of inter-personal communications that can help you stay out of the ditch. In those moments of intense involvement, when we're most likely to slip, you'll have a new tool to use to keep things constructive. Read more about this program. Here's an upcoming date for this program:

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  your calendarMarist College, 3399 North Road, Poughkeepsie, NY 12601: October 22, Professional Development Day, Hudson Valley Chapter of the Project Management Institute.
   

The Race to the South Pole: Lessons in Risk Management for Leaders

On 14 December 1911, four men led by Roald Amundsen reached the South Pole. Thirty-five days later, Robert F. Scott and four others followed. Amundsen had won the race to the pole. Amundsen's party returned to base on 26 January 1912. Scott's party perished. As historical drama, why this happened is interesting enough. But to organizational leaders and project managers, the story is fascinating. We'll use the history of this event to explore lessons in risk management and its application to organizational efforts. A fascinating and refreshing look at risk management from the vantage point of history. Read more about this program. Here's an upcoming date for this program:

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  your calendarWherever you are: it's a teleseminar: February 2, 2011, Teleseminar, Computer Aid, Inc. (CAI).
   

The Organizational Politics of Risk Management

Organizational politics presents a risk not often accounted for by risk models. It creates one of the many components of risk management risk — the risk that the risk management process itself is inadequate. Political considerations can lead to risk products that seem acceptable but which are fatally flawed; or worse, the risk products are plainly unserviceable, but everyone chooses not to acknowledge the problem. In this program we'll examine how organizational politics influences risk management, and discuss several measures for mitigating its effects. Read more about this program. Here's an upcoming date for this program:

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  your calendarWherever you are: it's a teleseminar: September 1, 2011, Teleseminar, Computer Aid, Inc. (CAI).