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Principles for Effective Virtual Teamwork

Article in Communications of the ACM April 2009


Impact Factor: 3.62 DOI: 10.1145/1498765.1498797 Source: DBLP

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3 authors, including:

Jay F. Nunamaker Jr Robert Owen Briggs


The University of Arizona San Diego State University
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contributed articles
doi: 10.1145/ 1498765.1498797
may struggle to establish cohesive rela-
by Jay F. Nunamaker Jr., Bruce A. Reinig, and tionships necessary for achieving their
Robert O. Briggs objectives. Virtual team members also
face competing demands for their at-

Principles
tention from their virtual team and
from their immediate workplace, and
from the practical challenges of as-
similating new technologies into their

for Effective
daily routines.
Over the past decade of working with
virtual teams, we have derived a set of
principles for effective virtual team-

Virtual
work (Table 2). These principles are de-
rived from field experience with hun-
dreds of virtual teams in government,
military and business organizations

Teamwork
and from extensive laboratory studies.
Two assumptions underlie these prin-
ciples. First, we assume that the collab-
oration is interpersonal which implies
that the virtual team consists of a well-
defined group of individuals brought
together to produce a specific deliver-
able such as a software specification,
Organizations today often establish operations and a strategic plan, or a budget proposal.
strategic alliances across the globe, making virtual This is referred to as closed collabo-
ration by Pisano and Verganti7 and is
teamwork critical to their success.5 Many government distinguished from community-based
and military organizations face new challenges, collaboration which is open to the pub-
such as combating terrorism, that are better tackled lic. Second, we assume that the tech-
nology employed by the virtual teams
by nimble, well-informed teams than by large is reliable and secure. Technological
hierarchical bureaucracies. In the wake of global glitches will cripple the productivity of
even the most knowledgeable and mo-
expansion and outsourcing, other organizations seek tivated virtual teams. Our principles are
to cut the cost and hassle of bringing team members intended to help designers, managers,
to a single location. Virtual teams are becoming and virtual team members improve the
effectiveness of their virtual teams.
ubiquitous (Figure 1). Intel Corporation recently
conducted a study which revealed that approximately Principles for Effective Virtual
Teamwork
two-thirds of their employees collaborated with team Principle 1: Realign reward structures
members located at different sites and in different for virtual teams. Virtual teams often
regions. Therefore, it is important to understand how have fewer motivators, both perceived
and real, to perform than those that
to make virtual teams effective. commonly exist in face-to-face teams.
Virtual teams face new challenges that make them Virtual teamwork often lacks the face-
time and appreciation that comes
more difficult to manage than traditional face-to-face with working at the office late and ar-
teams (see Table 1). For example, approximately half riving early the next morning, and can
of the employees in the study above worked with team consequently garner fewer supportive
comments from superiors and be per-
members whose work processes and collaboration ceived as less valuable in performance
technologies differed from their own. Virtual teams reviews. With fewer nonverbal cues, vir-

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tual teamwork may also engender less Figure 1. Emergence of Virtual Teams
social comparison among team mem-
bers and make it more difficult for the Drivers
Trends towards outsourcing & strategic alliances Virtual Teams
enthusiasm of one member to inspire
others. Absent explicit cues about how Ubiquitous Internet technologies Multiple Organizations

their own goals can be attained by help- Rapidly changing competitive environment Multiple Locations

ing the team succeed, they can easily get Shorter project and product cycle times Multiple Teams
lost in the myriad of other every-day de- Need for better decisions faster Multiple Time Zones
mands like impromptu meetings with Travel restrictions Multiple Cultures
colleagues, endless email messages, Threat of Global Terrorism
and other crises-of-the-day. The adage,
out of sight, out of mind, prevails. Table 1. Challenges Facing Virtual Teamwork
We worked with a virtual team of oper-
Loss of many non-verbal cues
ational planners for crisis response who
were accustomed to periodically travel- Reduced mechanisms for informal conversation

ing to a common venue to conduct their Reduced opportunities to build friendships

work. Their leader wanted them to col- Time zone differences


laborate virtually day-to-day so that they Complicated, unreliable technology
would be experienced in doing so when a Building consensus at a distance
crisis broke. However, multiple attempts Establishing shared meaning at a distance
failed because team members did not Different work processes
log into their virtual workspace and con- Different cultures
tribute. Subsequent interviews revealed
that none of the team members believed Table 2. Principles for Effective Virtual Teamwork
that there was any individual benefit to
working online, and the needs of their lo- 1. Realign reward structures for virtual teams.
cal colleagues were pressing. We imple- 2. Find new ways to focus attention on task.
mented a new work process whereby or- 3. Design activities that cause people to get to know each other.
ganizational leaders received the teams 4. Build a virtual presence.
deliverables via the online system. Thus, 5. Agree on standards and terminology.
good performance in the virtual team di- 6. Leverage anonymity when appropriate.
rectly enhanced career prospects because 7. Be more explicit.
people throughout the organization used 8. Train teams to self-facilitate.
and valued their individual contribu- 9. Embed collaboration technology into everyday work.
tions. After that, the virtual team thrived.
Thus, successful leaders of virtual teams
will find ways to make virtual work con- ings, possibilities, and implications. ent versions. Many real-time collabora-
sistent with the team members pursuit of Virtual teams can use such tools to serve tion systems now provide application
their individual goals, often by routinely as the equivalent of a whiteboard in a sharing. Another method we use fre-
evaluating and rewarding performance face-to-face meeting, providing them quently is a roll-call response proto-
in virtual teams. with a focal point to conduct their work. col whereby each member of the team
However, this technology also offers ad- is asked to give an oral response to a
Principle 2: Find new ways to focus atten- ditional distractions as members may question or problem. This motivates
tion on task. Virtual teams often lack the choose to view Web browsers, email, members to be attentive knowing that
methods necessary to focus attention and instant messaging that are unre- they will be required to state publicly
to enable them to establish and main- lated to the task at hand. their opinions and insights.
tain a shared understanding about the We have used a few methods for fo-
nature of their task. Face-to-face teams cusing attention in virtual team envi- Principle 3: Design activities that cause
may adjourn to a conference room to ronment. One is to use shared windows people to get to know each other. One
eliminate distraction and use white- that allow the leader to control what ap- often cited shortcoming of virtual teams
boards and hand gestures to call atten- pears on other peoples screens from is that it is difficult to build meaning-
tion to the topic under consideration. In a distance. We often use application- ful relationships.9 In face-to-face teams,
face-to-face environments, leaders can sharing combined with a voice link team building often evolves naturally as
see when attention is drifting and im- for authors who need to view, discuss, people share meals together and discuss
mediately bring the team back on track. and revise a manuscript. Because the common interests in informal hallway
Several tools and features commonly changes are shared instantly, attention meetings. However, leaders of virtual
found in shared workspace applications stays focused on the current version teams must design explicit activities to
allow virtual teams to focus together on and effort is not wasted attempting to promote team building. Toward this end,
concepts, objects, and activities as they reconcile inconsistencies caused by we often initiate a virtual project with a
work towards identifying shared mean- multiple authors working from differ- virtual synchronous kick-off meeting.

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There are many things that can be working on-line. It turned out that they processes, including language, met-
accomplished in a kick-off meeting, but had gone to lunch; they had forgotten rics, and behavioral norms.
for virtual teams, there are three goals that the other sites were there. For example, we once worked with
in particular that seem to be important. Subsequent study revealed that it a distributed group of 32 stakeholders
The first is to assure that everybody on only takes about 10 minutes for some who were negotiating the requirements
the team can make the technology work virtual team members to forget with for a large online bookstore. Progress
successfully. It is fairly common for whom they are working, something that broke down over the term, affiliate.
people to abandon their virtual team never happens with face-to-face teams. Stakeholders could not agree on what
without notice after an initial failed It is therefore important to establish rights and privileges affiliates should
attempt to access a new virtual work- and maintain virtual presence re- have. It turned out that among the 32
space. A second goal is to establish minders of who is participating. There stakeholders there were five different
explicit deliverables for all team mem- are a variety of simple, yet effective meanings for the term, affiliate. The
bers, with accountability at a scheduled ways to address this issue. For exam- team agreed to use a different term for
future virtual, synchronous meeting. If ple, when teams work across multiple each of those five meanings, and agreed
explicit deliverables and a known date sites, a moderator can keep a written that nobody would use the term, affili-
of accountability are established, team roster of current participants (leaders ate for the rest of the project, to mini-
members tend to develop and fulfill are as likely to forget as others). Every mize confusion. Because incidents like
their commitments to the team. A third few minutes or so the moderator can this are common, we recommend that
goal is team building. To do this in virtu- ask role-call questions such as, What virtual teams maintain online glossa-
al settings we usually have people intro- do you think about that in San Diego? ries of their agreed terminology.
duce themselves and share something Does that make sense to you folks in An extreme example of the problems
about themselves that they are proud of Honolulu This reminds all partici- with inconsistent standards occurred
or might surprise others. We have also pants who is participating and gives in 1999 when NASA lost a $125 million
conducted humorous ice-breaker ac- every site a chance to contribute. space probe due to team members us-
tivities. For example, each person pres- Many collaboration technologies ing different units of measurement
ents three facts about themselves and include useful mechanisms for estab- (English system versus the metric sys-
the other members must guess which lishing virtual presence. Some display tem). In any kind of virtual interactions,
of those facts is untrue. a roster of currently active participants. however, standards and explicit defini-
However, for some tasks, we find vir- Others display an image of a virtual tions of terms need to be agreed upon
tual team building is still inadequate workspace with an icon representing throughout the life of a project. This is
and we therefore still find it useful to each current participant. Still others give an ongoing process, as teams face new
bring people together face-to-face. This audible or text-based cues each time a tasks and challenges, there are likely to
seems to be particularly important participant joins or leaves a session. be new standards and terminologies re-
when teams must reach agreement on Asynchronous teams (different- quired for the work process. Thus, this
mutually acceptable commitments and time, different-place) experience a vari- principle needs to be continually revis-
allocations of effort and scarce resourc- ation of the virtual presence problem. ited throughout the life of the team.
es. Face-to-face interaction also solidi- Team members frequently have no way
fies relationships and sustains the team of knowing when others have made Principle 6: Leverage anonymity when
through long periods of virtual interac- contributions to the joint effort. Lack- appropriate. Anonymity can be a useful
tion. Thus, it is often beneficial to work ing such cues, they may get the sense tool for encouraging open and frank
in some face-to-face meetings through- that the project is languishing and stop communication. Research has shown
out the duration of a virtual team. contributing themselves. The simple that anonymous discussions tend to
expedients of using a system with an elicit more critical analysis of the topic
Principle 4. Build a virtual presence. Un- RSS feed, or having each team mem- under consideration,8 and reduce polit-
like face-to-face teams, people working ber send e-mail to the others each time ically-based decision making.4 Where-
synchronously at a distance tend to for- they contribute to the team effort cre- as face-to-face teams are identified by
get who is at the other end of the wire, ates an asynchronous virtual presence. default, virtual teams are anonymous
particularly when the team is working Participants regard the project as alive by default. Face-to-face teams must use
across more than two sites. We became and active, and therefore continue to technology, such as voting ballots or
aware of this while working on a critical make effort toward the team goal. electronic meeting systems, to create
planning process with a team spread anonymity, and virtual teams must use
across Arizona, California, and Hawaii. Principle 5: Agree on standards and ter- technology, such as comment identi-
Teams used conference phones and a minology. Virtual team members often fication tags or video conferencing,
suite of collaboration software tools. cross organizational and functional to create identity. Therefore, different
During one keyboard-intensive activity, boundaries, resulting in team mem- types of interventions will be required
an animated oral discussion broke out bers that are more diverse than typical to use anonymity effectively in a virtual
among participants in San Diego. After face-to-face teams which may reside in team than in a face-to-face team.
sometime the San Diego site became a single organization. Although this di- There are certain phases in team-
silent and the other sites assumed that versity is valuable, it can result in con- work when members are most produc-
those in San Diego had returned to flicting expectations in terms of work tive if they contribute anonymously.

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Anonymity is most useful during diver- Every virtual interaction, whether cesses. Knowledge management ini-
gent activities (when people are trying via email, or a sophisticated group sup- tiatives may fail, for example, if users
to brainstorm many new ideas) and port system, should begin with a clear must work late to write new case files
during the first phase of idea evalua- statement of purposes, expectations, after their regular work is done.3 We
tion (when people are recording opin- and deliverables to avoid miscommu- have encountered similar experiences
ions, as with an electronic polling tool). nication. We often see this issue mani- with collaborative technology for vir-
For example, we once helped mediate a fest when senders of email expect a tual teams. Technologies that require
labor negotiation to avert a strike at a response, but the receiver did not have special rooms for participants, like
transportation company. Any sugges- the impression that a response was re- video conferencing rooms, are often
tion made by management was imme- quired, and therefore never answered. viewed as too much work to be worth-
diately rejected as exploitative by labor. When concepts and understandings while. Systems that require partici-
Any suggestion from labor was reject- are not precisely communicated, teams pants to download special computer
ed out of hand by management. We experience difficulty progressing to- installations are based on the faulty
helped resolve the problem by having wards their goal. assumptions that participants use the
management and labor representatives same computer from day-to-day or that
contribute alternatives anonymously Principle 8: Train teams to self-facili- they have the user privileges to do so.
online, and by having all participants tate. Facilitators are often used by vir- Ideally, tools that support virtual team-
evaluate the alternatives online. Thus, tual teams to help them appropriately work should be embedded in the cur-
ideas could not be rejected based on apply technology in pursuit of their rent work practices and systems (e.g.,
their source, and rather had to be con- goals. Facilitators are valuable for their email, Web browsers) already in use
sidered on their merits. When electron- knowledge of both technology and by team members. Small computer
ic polls revealed that eighty percent of group dynamics. However, facilitators cameras, desktop messaging, discus-
participants supported a suggestion, it are scarce, expensive, and in constant sion and voting tools, for example, can
could not be construed as a plot by one demand. Virtual teams frequently lose be made a part of daily work. Team
side to gain the upper hand on the oth- their facilitators part way through a members then use the same tools with
er, and so the impasse was broken. project. They are well advised, there- virtual teams as they do with local col-
Anonymity is not a panacea. Once fore, to insist that their facilitator train leagues. Virtual work should be an in-
ideas have been generated and evalu- them to conduct their processes for stance of a persons regular work, not a
ated, identified interactions are more ef- themselves. Ideally, virtual teams can separate, disjoint activity.
fective as the team seeks to make sense self-facilitate effective work processes
of their ideas and evaluations. Anonym- independent of outside expertise. Conclusion
ity is usually not useful when partici- Another aspect of human facilita- Virtual teamwork is different than
pants are negotiating the details of their tion is the practical difficulties orga- face-to-face teamwork in many ways
mutual commitments, but it can some- nizations encounter in staffing and so it takes overt and explicit effort to
times work magic when a polarized team expensing these positions. Facilitators design new work processes to make it
needs to find common ground. Thus, are often needed on an ad hoc basis successful. The biggest challenges for
anonymity is a useful tool that must be and are used by virtual teams through- virtual team members are competing
wielded with care and intelligence. out an organization. Thus, while man- demands for attention, ambiguity of re-
agers of various organizational depart- mote communication, establishment
Principle 7: Be more explicit. Lacking ments may value the facilitator, they of personal relationships, and the need
certain non-verbal cues, virtual teams might also prefer that the expense of for accessible, stable, and user-friendly
have few means at their disposal to the facilitator does not affect their in- technology.
resolve ambiguity. Virtual team mem- ternal departmental budgets. Further, The principles presented here are
bers must therefore define their work because facilitators are given exposure drawn from our experience with vir-
processes in far more detail, and com- as problem-solvers throughout an or- tual teams across numerous organiza-
municate concepts far more explicitly ganization, good ones are often pro- tions and are the result of many suc-
than members of face-to-face teams. moted within a year or two. This can cesses and failures. The principles are
Virtual team leaders must communi- lead to facilitators changing during a intended to help designers, managers,
cate directions in painstaking detail. virtual project, which may result in a and virtual team members improve the
We find it useful to develop written loss of knowledge about the dynamics effectiveness of their virtual team. Al-
scripts for certain virtual team tasks. of a virtual team. We have seen these though these principles emerged from
We now employ reusable scripts for a situations manifest in a number of experience with interpersonal collabo-
variety of virtual tasks such as require- organizations, which ultimately led to ration, principles 5, 6, 7, and 9 are also
ments negotiation, risk and control the abandonment of facilitator-driven useful for promoting shared under-
self-assessment, and joint authoring virtual teamwork technology.2 standing and facilitating communica-
of proposals.2 Even experienced virtual tion among community-based collabo-
team leaders struggle when delivering Principle 9: Embed collaboration tech- ration. We hope that others will benefit
instructions extemporaneously, espe- nology into everyday work. Users avoid from our principles and expand on the
cially on tasks where the team uses new technology when it requires extra work, list to enhance the future success of vir-
processes or technologies. separate from their ordinary work pro- tual teams. 

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Jay F. Nunamaker Jr. (jnunamaker@cmi.arizona.edu)


is Regents & Soldwedel Professor in the Department
of Management Information Systems, The University of
Arizona, Tucson.

Bruce A. Reinig (breinig@mail.sdsu.edu) is Professor


and Chair of the Department of Information & Decision
Systems at San Diego State University.

Robert O. Briggs (rbriggs@mail.unomaha.edu) is Director


of Academic Affairs at the Center for Collaboration
Science and Professor of Management at University of
Nebraska at Omaha.

2009 acm 0001-0782/09/0400 $5.00

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