Defining the “Virtualness” of Groups, Teams, and Meetings Fred Niedetman Catherine M. Beise University of Baltimore 1420 North Charles Baltimore, MD 21201 41 O-926-971 7 Kennesaw State University 1000 Chastain Rd. Kennesaw, GA 30144 770-423-6572 CbeiseQ ksumail.kennesaw.edu FniedermanQubmail.ubalt.edu ABSTRACT These new technology generated patterns of communication provide stimulation for organizations to experiment with new work arrangements[4]. Work teamscan have memberslocated in differing geographic areas varying from different floors in a building to “round the clock” operations on multiple continents. Individuals can perform an increasing number of tasksfrom home or remotelocations [15]. Organizations can supply a skeletal or modular work environment into which frequently travelling workers can connect periodically as needed. These new work arrangementscan, in turn, create new organizational forms such as increasingly networked organizations, shifting strategic alliances, and outsourcing of non-core operations [6]; [12]; and P71. This paper presents a broad review of literature pertaining to virtual teams, groups, and meetings and summarizes prior researchin this area. Additionally, it discussesthe definitions used by other researchersin application to virtual teams,groups, and meetings and shows how the three dimensions of time, distance,and culture do not addressthe key distinguishing factors defining virtual activities. The paper proposes measuring the amountof electronically mediatedcommunication and the amount of face-to-face communication as a means of categorizing “virtual” groups. Given higMow measures on these two dimensions,the resulting type of group is described. Finally, the paperproposeshow measurementof thesedimensionscould lead to helpful researchboth enriching group theory and practitioners making decisions regarding how best to design “virtual” group, teams,and meetingsfor their organizations. Many organizations are still in the process of training their employees about effective teamwork in a more traditional, quality-oriented context. Now they must concurrently learn about effective teamwork distributed over time and distance as well as how to make optimal use of the available and continually advancing communication technologies. For example, learning the social along with the technical use of these new devices, is important for collaboration [ 111. In order for technology designersto better support distributed group work, it would be helpful to have a better understanding of the characteristicsand needsof “virtual” groups,teams,and meetings. Keywords Group support systems, Virtual groups/teams/meetings, Computer-SupportedCollaborative Work 1. INTRODUCTION Electronically supported communication media ranging from telephone connections to Internet Web sites to low-earth orbital satellite cellular technologies have becomeiqcreasingly available to organizationsand individuals throughout the world. In addition to the straightforward opportunity to link individuals in electronic mediated communication, these technologies provide opportunities for organizations to develop new patternsof workrelated interaction. These new patterns range from the now standard act of calling ahead to check on an appointment to complex organization of interrelated work-flows, such as coordination of purchase order approvals supportedby a Lotus Notesdistributed database. This paper presents the background regarding concern for the ideas of virtual teams, groups, and meetings and develops a definition of a “virtual work group”. In addition, it proposestwo dimensions for the categorization of virtual groups and describes groupstypical of eachcategory. 2. BACKGROUND Although much has been proposed regarding new “virtual” communication methods and organizational forms, the terminology surrounding these remains ill-defined. A growing literature is developing around the organizational and technical challenges and opportunities for these communication media under the headings: virtual group, virtual team, and virtual meeting. This literature derives from researchstreamsin (among others) computer-mediatedcommunication 191, Group Support Systems[l], [2], [3], [7], and telework [lo]. Some researchersand practitioners, notably [19], maintain that communication and information technology breakthroughs are enabling positive organizational attributes such as efficient coordination of production and delivery of goods as well as 14 providing service to clients. These breakthroughs also enable organizational flexibility and innovation, increased ability to absorbchange,and programsto empoweran effective workforce. Adding technology to extend the ability of the organization to communicate and coordinate should in turn have a positive influence on theseother outcomes. this definition, the term means‘being such practically or in effect, although not in actual fact or name.” The example given is a “virtual impossibility”, meaning that for practical purposes the referent is impossible but not necessarily totally impossible. It resemblesmoving toward a limit in calculus. One movestoward the goal and expects to never quite reach it, but acts, in some limited ways, as though one were there. This definition is not the most promising for consideration of the ideas of “virtual groups”, “virtual teams”, and “virtual meetings”. This definition suggests that theseapproachbeing groups, teams,or meetings,but are not actually such. It is as if to be a “real” or “non-virtual” group, team, or meeting, there must be a face-to-face orientation. Otherwise,theseactivities arejust an approximation. Efforts to study and understand the range of results that organizations can experience when adopting new technologies have often focused on specific technologies. In a summaryof an extensive body of research literature [5], the use of audio conferencing and face-to-face conferencing (meetings) were compared. The findings, in brief, held that for many tasksaudio conferencing substituted for and even outperformed face-to-face meetings. In general, face-to-face outperformed audio conferencing for tasks that “stress interpersonal communication” and “are complex in nature”. Perhaps unexpectedly, the tasks where audio conferencing proved stronger were “information exchange,discussionof ideas,problem solving, somenegotiations and interviewing.” The second definition pertains to the extension of computer memory by developing “virtual storage” such that the computer actsas if it had more available memory. This definition might be applicable to groups, teams,and meetingsthat are rather fuzzy in terms of strict definition of membership. For example, a work team might call on non-membersto provide input, comment,and advice in such a way that they operateas if they were part of the team. In consideration of the way virtual group, team, and meeting tend to be used, this particular definition probably represents a subset of the kinds of activities that would be included as groups, teams, and meetings. It would remain for careful measurementto show if this is a significant or minor subset. Much researchhas examined the impact of providing electronic support to face-to-face meeting groups. Findings of a metaanalysis of twelve studies [ 141showedthat group supportsystems (GSS) increaseddecision quality, time neededto reach decisions, equality of participation, and degreeof task focus. It tended to decrease consensus and satisfaction. Each of the studies examinedwas a one period study and effects of repeateduse were not considered. Speierand Palmer [ 181recently proposedthe three dimensionsof time, space,and culture to differentiate different kinds of virtual groups. The idea is that each of these variables potentially influence “communication, development of trust, types of information technology neededin supporting work activities, etc. (p. 572).” While these three dimensions may indeed influence variables of interest in organizational communication, they do not really provide a meansof differentiating highly virtual from less virtual groups, teams, or meetings. Those teams where the members are located further apart, where interactions are separatedby delay, and where organizations vary in their way of being or doing things should be more virtual. Time/space dimensions may work well for matching specific technologies to particular types of group interaction (e.g. fitting meetingware to same time/same place or a web discussion board to different time/different place). However, these dimensions are not as helpful in categorizing different kinds of groups, teams, or meetings. Field studiesof the use of GSS in a variety of locations, including the IRS [2], IBM [7], Texaco [3], and Burr-Brown [l], show a wide rangeof results. Theseresults range from demonstratingthe perceivedeffectivenessof the GSS meeting room environment to showing contingenciesparticularly regarding the faithfulness with which the technology is embracedaffecting the outcomesof using thesetechnologies. The field study environment contrasts with the controlled conditions of the experiment, particularly in not making a fine distinction among several meeting attributes, (e.g., setting, agenda,facilitation, technology) that are typically bundled when using a GSS. Using field study methods,it is difficult to control for group facilitation and group managementtechniques along with technology available and used. Therefore, it is difficult to assessthe separatecontribution of the technology unbundled from facilitation (expert managementof group processand technology) and from group processtechniques. In order to addressthis issue, another research stream examines the organizational context in depth in a rich casestudy format to assessthe interaction between groups and technology adoption and use [13]; [16]; [21]. For example, a traditional face-to-facegroup may processtasks for days, months, even years (such as a community school board or county planning commission), yet have very low use of information technology. Another group may meet intensively for a week but all communication may be mediated electronically. The latter would likely be categorized as the more “virtual” or more computer-mediatedgroup. Therefore, there is no logical correlation between the length of time a group exists or the amount of communication cycle time (time from statement to response)and its “virtualness”. Finally, the term “virtual meetings” characterizessomestudiesof distributed groups using asynchronous communication, such as computerconferencing [8]. A DEFINITION OF “VIRTUAL” 3. APPLIED TO GROUPS, TEAMS, AND MEETINGS By the same token, a University Board of Regents may be dispersedacrossa large state (like California or Texas), yet have very low use of information technology to support periodic faceto-face meetings. Another group may meetacrossan academicor According to Webster’s New World Dictionary, there are two definitions for the term “virtual”. The first is more general. By 15 industrial campus but with all communication electronically mediated. Again, the latter would be more likely to be categorizedas “virtual”. There is no logical correlation between separation in physical distance and amount of “virtualness”, although it remains an empirical question whether there is a correlation between the amount of physical distance and the tendencyto use electronic mediation. communications. Since groups,teams,and meetingsexisted prior to telecommunications, the traditional definitions do not take information technology into account. The virtual “group”, “team”, and “meeting” are distinguished from the non-virtual by electronic interactions through telecommunicationsthat are either addedto or replaceinteractions without electronic intervention. However, if we consider information technologies to range from those which have been widely used for several decades (e.g. telephone) to those more recently emerging (e.g. Internet websites),few individuals, organizations,groups,teams,and meetings are completely divorced from information technology. Even if only used for scheduling or between meeting follow up, most groups,teams,and meetings,someinformation or communication technology is often used. Perhapsthe “virtualness” of a group is the extent to which technology is usedfor group interaction. If it assumedthat more electronic mediatedcommunication takes place at larger distances, then empirical study would have to account for discontinuities based on different prices for communication. Historically, telephonerateshave been higher at greater distances which would, presumably, affect decisions regarding the amount of communication desired versus the amountone is willing to spend. It may be likely that given a large number of groups those most distant are more likely to use electronically mediated communication, but clearly there will be counter examples. 4. RESEARCH FRAMEWORK Given the above, the amount of virtualness should be related to the amountof information technology use. However, this is likely to be moderatedby the amount of continued traditional or face-toface activity of the group. A group that communicatessolely through electronic media is clearly different from one with an equal amount of communication through electronic media but with additional communication in face-to-face mode. This suggestsmeasurementon two dimensions: amount of face-to-face group interaction (from 0 to very high) and amount of electronically mediatedcommunication (from 0 to very high) over a period of time. This view has the added benefit that each dimension is observableand measurable,although, perhaps, with somesubtletiesand difficulties in practice. Finally, organizational culture as a definition of “virtualness” is also problematic. Professional associationsmay be stronger than employer-employee association. A set of CPAs in fifty organizations may have more cultural commonality than do fifty college professors across disciplines such as art history, subatomic physics, and physical education, working for the same University. Union members at 10 plants may have more commonality than a rangeof managerial,professional,blue collar, and clerical employeesat the sameplant. The larger number of organizational boundaries crossedalso does not insure a greater amount of “virtualness”. One might, in fact, turn this concept around and suggest that higher levels of use of information technology to support group activity may create new common worldviews and, thus, a new culture amonggroup members. The conceptof “virtual community,” which describesthe development of societies and cultures revolving around Internet groups (e.g. [20]), is another area of interest to a growing number of researchers,although it is beyond the scopeof this paper. Splitting these measuresinto a high and low levels leads to four categoriesas shown below in the 2 by 2. Face-to-face A more realistic definition is that “virtual” groups, teams, or meetings are each a subclass of the more general class. For example a virtual group inherits the essentialcharacteristicsof all groups but has an additional set of attributes. The “virtual group” still consists of a set of membersthat may evolve over time, where membershiprules may be crisp or fuzzy, and where there is somedegreeof interaction or commonality among the members. The “virtual team” still consists of a set of individuals who through common purpose are distinguished from being merely a group. The “virtual meeting” is still a meeting in termsof having a purpose, a limited scope of interactions, some explicit or implicit agenda, one or more task foci, and some level of accomplishment(or regressionin the worst case). Perhapswhat distinguishes a virtual group from a group is the addition of technology. Low High Low Inactive Traditional High Highly-Virtual Fully-Supported Electronic Mediated Table 1. Categories of Virtual Group, ‘. am, and Meeting In this conceptualization, there are four categories:the low-low combination yields a group that meetsinfrequently electronically or face-to-face. Groups in this quadrant can be labeled as inactive. It may either be a productive or non-productive group. If it is productive, it is likely a group that delegates work to individuals and meetsonly rarely to review/coordinate outcomes or it is a group that settlespolicy (e.g. a school board or corporate board of directors). If it is an unproductive group, it may have a function that is (or is viewed as) relatively unimportant. Alternatively, it may display other group dysfunction such as lack As with many domains of human activity, the introduction of new technology creates new opportunities -- and invites reconsiderationof the nature of the activity prior to technology use. The introduction of computer-orientedtelecommunications introduced new media through which individuals could communicate. It becamequickly apparentthat this enabled not only new forms of individual to individual communications,but also new forms of individual to group and group to individual 16 of leadership, inability to provide meeting discipline, or inability to scheduleat a mutually convenient time. the work fairly structured. If the work is less structured or very data intensive, a fully-supported structure may be needed. By the sametoken, a fully-supported group may find that it is using too many resourcesto achieve its goals and shift toward a highly virtual structure. (It is less likely to shift toward the traditional since much of the cost of electronic mediation tools is generally in set up.) Therefore, if the electronic tools are already set up, the additional cost of continuing to use them is likely to be negligible. One exception might be where the membersare facing the need for a periodic, expensiveequipmentupgrade. The low FTF and high electronic would be what might normally be thought of as a highly-virtual group. Regardlessof where the group members are physically located, they choose to communicate electronically. If they are widely dispersed, this may be the only mechanismby which they can operateas a team, This presents the opportunity to investigate many traditional communications and small group research questions as they pertain to new circumstances. These include whether the virtual group is really a group and what it takes under a wide range of circumstances to create the benefits of group cohesion, etc. without face-to-face meeting. If they are not widely dispersed, e.g. membersof various academicdepartmentson a campus,the electronic mediation may represent a timelcost savings or generateother meeting processgains (e.g. allowing everyone to participate equally). An example of a low FI’F and high electronic setting may be where a group is formed in an FIF environment, but then createswork over time individually with electronic coordination and exchangeof documents. The greatest benefit of this arrangementwould seemto be combining the best of delegation of taskswith relatively quick feedback. The danger would be misunderstandingor drifting from the task during the electronically supportedphase. The unit of analysis is the particular group, team, or meeting. Any given individual is likely to be a memberof many groups and teams. Each individual is also likely to participate in many activities that fit into the category of “meeting” at varying distances from the central tendencies of the category. If the individual is a member of multiple groups with varying experiences using electronically mediated communication, attitudes toward the role and utility of the technology should differ dependingon which situation the individual is askedabout. The perceptions of an individual regarding electronic communication can be measuredempirically by considering each interaction betweenthe individual and the particular group, team, or meeting. Overall individual judgementscan be comparedto a set of individual judgementsregarding specific groups, teams,and meetings. The low electronic and high FTF group would be the traditional group bound to geographic proximity (which may or may not include significant travel for members). The bulk of past group oriented researchtargets this quadrant and provides rich material for speculationabout other formats. 6. RESEARCH QUESTIONS How can the goodnessof this virtualness framework be measured, and why is it useful? First of all, for any given team the amount of face-to-face and the amount of electronically mediated communication are measurable. One could chooseto count each interaction, each word, or each byte of message(some might arguefor counting asmany different ways as possible), but clearly whichever way is used, there is a basis for comparison. Measuring both face-to-face and electronically mediated communication provides an objective method of categorizing groups or teams. Given this objective categorization, data can be collected to examine: * 1) To what extent do meeting oriented behaviors vary with the categories(e.g. are there differences in participation, in power or influence, in number of ideas generated,in amount of conflict and conflict resolution)? * 2) What influences groups or teams to select (or drift into) particular categories? This choice might be affected by technologies available, individuals’ comfort with technologies, support for technology reliability (e.g. help desks), individual preferences/characteristics,past experiences of team members, and the natureof the task. * 3) To what extent does a particular category influence group outcomesin terms of economic impacts, work efficiency, group member satisfaction, levels of trust, group consensus, ability and motivation to implement decisions, and quality of decisions,plans, and actions? * 4) What are the technical and organizational best practices or critical successfactors for each category that help particular groups to use it effectively? What (if any) success factorscut acrossall categories? The high electronic and high FIF group can be called fillyTo the extent that the FTF environment provides distinct organizational values and an electronic environment adds to this, this may be the richest arrangement. A Workgroupwith complex tasks that require high volumes of individual contribution and much coordination (for example developmentof complex information systems) may be best served by frequent FTF meetings (for walkthroughs and standardsetting) and much electronic communication for additional communication. supported. 5. UTILITY OF THIS FRAMEWORK This framework can be used to match tasks to specific group formulations. For example, a group that has frequent, routine tasksthat are fairly unambiguousmay be well servedby a highly virtual structure. Similarly, a group that faces tasks involving sequential decision making (member C requires a draft of work from memberB who cannot start until receiving a first draft from memberA) may also be best servedby a highly virtual structure. In contrast, if the first group’s routine tasksstart to involve more ambiguous decision making or start creating unexpectedresults, the group may need to move toward either a traditional or fullysupportedstructure. Similarly, if the latter group’s work startsto require complex version control or sensitive decision making regarding which version takes precedence,it might be better served by shifting toward a traditional or fully-supported structure. A traditional group might find itself shifting toward a highly virtual structure if the expenseof physically meeting is high and 17 7. CONCLUSION This paper presents a concrete conceptualization of a fuzzy concept: “the virtual team, group, and meeting”. It does so by proposing measurable dimensions for assessing the amount of computer mediated communication and the amount of face to face or traditional communication by a group. 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