DI – Dansk Industri Leading across Borders Confederation of Danish Industry 2014 DI – Dansk Industri Confederation of Danish Industry 2014 Theoretical foundation • “Identification with leader” by Stacey L. Connaughton & John A. Daly (Distanced Leadership from the perspective of the dispersed employee) • “Leading from Afar: Strategies for Effectively Leading Virtual Teams” by Stacey L. Connaughton & John A. Daly • “Lederskab på distancen” by Anne Birgitte Lindholm 2 DI – Dansk Industri 13 Confederation of Danish Industry 2014 areas of main focus 3 DI – Dansk Industri Confederation of Danish Industry 2014 Objectives After the training the participant is able to • understand and act on the challenges with dispersed teams • create a solid foundation for Distance Leadership (Distance Charter) • apply the principles in Distance Leadership 4 DI – Dansk Industri Confederation of Danish Industry Content • • • • Leading from afar – Distance leadership The distance employee Distance leadership – the foundation Distance leadership 2014 DI – Dansk Industri Confederation of Danish Industry Content • • • • Leading from afar – Distance leadership The distance employee Distance leadership – the foundation Distance leadership 2014 DI – Dansk Industri Confederation of Danish Industry 2014 Dispersed teams and Distance leadership • Definition – Dispersed teams: • “Teams that are separated by some degree of time and distance”* • Definition – Distance leadership: • “Leadership in those contexts”* © People & Performance A/S Sources: Cascio & Shurygalio (2003) 7 DI – Dansk Industri Confederation of Danish Industry 2014 What are the benefits in terms of collaboration and leadership when allocated in the same office/location? 8 DI – Dansk Industri Confederation of Danish Industry 2014 The advantages of physically proximate offices • Traditional office settings provide • • • • more frequent and spontaneous communication immediate interaction for troubleshooting the possibility to develop and maintain relationships …. Source: Davenport & Pearlson (1998) 9 DI – Dansk Industri Confederation of Danish Industry 2014 The Distance Leader’s Challenges Dispersed teams, 10 years of research, 3,000 leaders 1. 2. to find the most appropriate way to lead to handle the “loss of control feeling” 3. 4. to work across organizational boundaries and cultures to create transparency about role priorities 5. to develop and keep the team vision, spirit, approach, and feeling of joint purpose to maintain relations and create an atmosphere of trust 6. 7. 8. to optimize the team’s performance and establish appropriate performance management to motivate 9. to develop a method for realizing an employee’s potential from a distance 10. to decide an appropriate level and methods for using communication technology Source: Center for Distance leadership, US. 10 DI – Dansk Industri Confederation of Danish Industry Content • • • • Leading from afar - Distance leadership The distance employee Distance leadership – the foundation Distance leadership 2014 DI – Dansk Industri Confederation of Danish Industry 2014 What challenges does the distance employee experience? Isolation 12 DI – Dansk Industri Confederation of Danish Industry 2014 Challenges for the distance employee • fewer opportunities for informal communication • feeling isolated from the central organization • geographic dispersion makes effective interactions harder and increase complexity • hard to identify with the distant leader and organization • …. Reworked from Cramton (2002) 13 DI – Dansk Industri Confederation of Danish Industry 2014 Challenges # 1 Logistics and Technology 1. Distance leads to the fact that issues are postponed until F2F is possible 2. The corporation is complicated by different time zones 3. Travel costs and time consumption influence the choices of how to lead and handle problems 1. Technophobia (fear) and Technophile (attraction) reinforces barriers 2. Web and phone communication is poor on cues compared to F2F communication 3. Multiple communication channels and “side communication” increases the complexity 4. Delays in asynchronic communication becomes an important dynamic Sources: Solomon, 1995 ,Townsend et al, 1998, Warketin et al, 1997; Daft & Lengel, 1986 14 DI – Dansk Industri Confederation of Danish Industry 2014 Challenges # 2 Social interaction & culture 1. The traditional social mechanisms does not work 2. Communication dynamics, e.g. body language and intonation, changes 3. The nuances in members’ social and professional roles are lost or distorted 4. Integrating new collegues from a distance is hard 1. Multiple cultures lead to misunderstandings and distorted assumptions 2. The impact from national culture increase in comparison with the company culture 3. Certain cultural differences are multiplied by distance 4. Building trust is hard from a distance, and the troubles are reinforced by cultural differences Sources: Solomon, 1995 ,Townsend et al, 1998, Warketin et al, 1997; Daft & Lengel, 1986 15 DI – Dansk Industri Confederation of Danish Industry 2014 What matters to the individual employee Identification Motivation 16 DI – Dansk Industri Confederation of Danish Industry 2014 Identification matters • The symbolic value of actions used matters even more • Considering the signal value becomes important • How and from whom should the distance employees hear the news? • How can we involve distance employees in decision processes? • Reduce “us” versus “them” mentality • • • • Visits to HQ, get to know colleagues Introduction to the national culture in HQ Introduction to company culture The distance employees are included – in the pictures hanging in HQ, in the flags hanging on the wall • Symbolic gifts has a place at a central spot • Internal sources of information are spread – postal approaches, bulletin board, afterwork meetings, Friday morning coffee, on serious and "for fun" distribution lists, etc. . Sources: Identification with leader & Leading from Afar, S. L. Connaughton & J. A. Daly 17 DI – Dansk Industri Confederation of Danish Industry 2014 Motivation matters 1. The distance employees were more satisfied with their jobs than the employees closer to their leaders 2. Availability was an important factor for the satisfaction with the leader in the distance group. In fact, the physical distance was not an important indicator. Sources: Leading from Afar, S.L. Connaughton & J.A.Daly, Motivaiton, D. McClelland 18 DI – Dansk Industri Confederation of Danish Industry 2014 The Distance employee Isolation Identification Motivation 19 DI – Dansk Industri Confederation of Danish Industry Content • • • • Leading from afar - Distance leadership The distance employee Distance leadership – the foundation Distance leadership 2014 DI – Dansk Industri Confederation of Danish Industry 2014 Successful distance collaboration = Discipline and Consistency 21 DI – Dansk Industri Confederation of Danish Industry 2014 Distance Management Platform Organization Media choice principles Technology access Knowledge Management Process Dilemma reduction Reporting lines Job description Escalation staircase Frequency Team/1-2-1 Templates (e.g. agenda) Publicly scheduled Charter KPIs Ground rules Relevant KPIs Aligned effort priorities Review process Agreed rules Aligned behaviour Avoid “problem rules” Objectives Distributed Line of sight (result-effort) SMART Roles Team roles Collaboration roles 22 DI – Dansk Industri Confederation of Danish Industry 2014 Distance Management – Objectives and KPIs 3 Distance Skill-build KPIs Skill-build targets Skills 2 Effort targets Behavior Results 1 Performan ce targets Results Distance Effort KPIs 6 5 Distance Performan ce KPIs 4 23 DI – Dansk Industri Confederation of Danish Industry 2014 Distance leadership Aligned priorities at a distance 24 DI – Dansk Industri Confederation of Danish Industry 2014 Exercise • Same groups as previously (3 persons) • Pick one of your distance employees and make a prioritized list for the tasks and efforts • Time: 20 minutes 25 DI – Dansk Industri Confederation of Danish Industry 2014 Distance Management Organization principles • Clear about • Base organization • Allocation in split reference • Reduce dilemmas • Clear governance, who can delegate what to the distance employee • Mechanism to coordinate ”above” the distance employee • Ensure access to professional interaction • Consider access to needed facilities (local markets, special facilities/ location) • Ensure job, function, or project role description aligned to the result, effort, 26 and skill-build targets as well as KPIs Confederation of Danish Industry DI – Dansk Industri 2014 Distance Management the distance escalation staircase... Build clear criteria and a process for escalation to • • • • empower align expectations ensure sufficient local initiative overcome cultural differences 5th floor 4th floor Get approval before initiating Decide and Inform xx Decide 3rd floor Demand from local government that trigger workload in our stores 2nd floor Will probably trigger competitor reaction 1st floor DKK 4,000 + local impact 27 DI – Dansk Industri Confederation of Danish Industry 2014 Distance Management Platform principles • The access to the media in use affect the distance cooperation • Some media are better than others to certain forms of communication • There is a risk of unequal access to influence and participation in the cooperation due to differences in access to technology • Deliberately choose media based on: • • • • Message (praise, conflict, problem solving, info, etc.) Participants’ access, skills in using and bandwith The need for two-way interaction (number of cues needed) The signal value . Sources: Identification with leader & Leading from Afar, S. L. Connaughton & J. A. Daly 28 DI – Dansk Industri Confederation of Danish Industry 2014 Platform – Media richness Policies Notes/minutes Letter Simpel web tools Newsletters Virtual world e-mail (live web meetings) F2F Phone Chat Rich media Less rich media Access to media and support S Kilde: Daft & Lengel 29 DI – Dansk Industri Confederation of Danish Industry 2014 Distance Management – Ground rules • Agree and Align to ground rules e.g.: • We will identify meetings as “must” attend and “may” attend meetings. We will all attend “must” meetings. • Each meeting will have an agenda distributed before the meeting • Meetings will end on time • There will be no side conversations (by whatever media) during meetings • F2F team meetings will, when possible, be rotated across regions • Minutes will be distributed within three business days • We will all respond to e-mails within one business day • All e-mails will be less than one page (otherwise attach the file and direct attention to specific issues). • Avoid • Establishing rules after a problem has arisen will reflect someone’s misbehavior 30 Sources: Identification with leader & Leading from Afar, S. L. Connaughton & J. A. Daly 30 DI – Dansk Industri Confederation of Danish Industry 2014 Distance Management Meetings Meeting Management: • Regular meetings with agreed agendas • Publication of meeting series and content • Formulate standards for preparation and participation • E-mails, Excel, presentations etc. available for reading prior to the meeting • Give clear preparation tasks: “Prepare to present your position/impact in your market segment” • Product focus = use template and joint formats for the preparation to ensure aligned expectations Meeting leadership: • Check In and Check-out • Adherence to procedures agreed • Active involvement • Do recurring meetings also when no problems justify it (free-flow chatting) Sources: Identification with leader & Leading from Afar, S. L. Connaughton & J. A. Daly 31 DI – Dansk Industri Confederation of Danish Industry 2014 Distance Leadership Leadership Lead leaders Accessibility Discipline and Consistency Two-way Gatekeeper Trust building Lead performance Self-disclosure Personalization On-site/face2face enough Social/shared events Check-in and Check-out Clear review format and process Quality and effort alignment RAPID execution Communication Culture Over-communicate Communicate in pictures Create context and coherence Feedback loops and Reciprocity Build cultural awareness Communication styles Sense of time and rhythm Charter © People & Performance A/S 32 DI – Dansk Industri Confederation of Danish Industry 2014 Distance Leadership – Communication principles • Over-communicate • Multiple media, e.g. mail + phone • Multiple channels, e.g. joint information + personal mail • Communicate in pictures • Screen dump with arrows • Story-telling by using examples • Create context • Why before what • Frame the communication • Describe benefits and consequences of the effort asked © People & Performance A/S. Sources: Identification with leader & Leading from Afar, S. L. Connaughton & J. A. Daly 33 DI – Dansk Industri Confederation of Danish Industry 2014 Lead the Quality alignment Quality ”It is the leaders task to align expectations to quality and effort put in” Time 34 DI – Dansk Industri Confederation of Danish Industry 2014 Distance Leadership Lead (multiple) leaders • The distance employee will have local and distance leaders assigning tasks • The challenge is to create consistent direction and align expectations • The responsibility for aligning expectations to efforts and priorities belong to the distance leader • The distance leader is responsible for involving the local manager • Informal leaders will emerge – enrol them • Recruit the right employees for a distance position, being self-starters, independent, active in communication . Sources: Identification with leader & Leading from Afar, S. L. Connaughton & J. A. Daly 35 DI – Dansk Industri Confederation of Danish Industry Distance Leadership Two stages in building trust…. 2014 • Stage 1 – building trust F2F (with a new team, employee, or leader) • Trust is critical in creating and sustaining effective distance relations • Trustful relations promote open, candid, and ”to the point” information exchange • Stage 2 – sustaining trust • A leader can successfully manage the day-to-day issues of their teams from afar – however the problem is… • If a leader does not engage in F2F exchanges during the initial phase, it will create a trust deficit • The main challenge is to engage enough in F2F and maintain the interaction frequency Sources: Identification with leader & Leading from Afar, S. L. Connaughton & J. A. Daly 36 DI – Dansk Industri Confederation of Danish Industry 2014 Distance Leadership – Culture • Cultural diversity is an important influence • Sense of time and rhythm have great influence • Awareness on differences in the team removes frustration • Public and agreed approaches to address cultural diversity are important © People & Performance A/S. Sources : Identification with leader & Leading from Afar, S. L. Connaughton & J. A. Daly 37
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