Making first contact across international projects

by Francis on February 26, 2011

Some­thing which comes up quite fre­quently in dis­cus­sions I have with col­leagues, par­tic­u­larly those new to work­ing in vir­tual teams, is whether there is a pro­tocol for estab­lish­ing con­tact at the start of par­ti­cip­a­tion in a new project.

I have dis­cussed this with a num­ber of col­leagues and given it quite a bit of thought and while there are undoubtedly some hier­arch­ical legacies within com­pany struc­tures, cul­tures and gen­er­a­tions, largely based on how indi­vidu­als should inter­act and who should ini­ti­ate con­tact in a home cul­ture set­ting, when the con­tact must be across bound­ar­ies this cul­tural issue becomes more com­plex for a few reasons;

  • Gen­er­ally, though not always, there is an organ­isa­tional hier­archy between indi­vidu­als or teams in the dif­fer­ent loc­a­tions, in these situ­ations the cul­tural issues must be con­sidered in the sense that the more senior party, unless trained and aware of cross cul­tural com­mu­nic­a­tion, may well expect their home cul­ture to pre­vail in terms of who should make the first con­tact, so if the senior party is from a higher power dis­tance cul­ture they will typ­ic­ally expect to con­tact the more junior party when they are ready to do so, how­ever, if the senior arty is from a lower power dis­tance cul­ture, they are likely to either expect that the other party will con­tact them when they are ready or pos­sibly ini­ti­ate the con­tact through a less formal route such as via col­leagues etc.
  • Time pres­sures also play a big part in the estab­lish­ment of com­mu­nic­a­tion in new vir­tual teams. Gen­er­ally every­one is very busy set­ting up their part of the pro­ject, usu­ally this is a cas­caded exer­cise, start­ing with the pro­ject man­ager estab­lish­ing the pro­ject scope, sched­ule, budget, exe­cu­tion meth­od­o­logy etc. then passing the work down to his team, who pass it down to theirs etc. My exper­i­ence, sadly, has been that in most instances com­mu­nic­a­tion pro­to­cols, fre­quen­cies and meth­ods and occa­sion­ally the actual fact that there are vir­tual teams involved are gen­er­ally either very low on the list of things these very busy man­agers con­sider or else are over­looked com­pletely. This can res­ult in the vir­tual team mem­bers feel­ing isol­ated and over­looked which can res­ult in them dis­con­nect­ing from the pro­ject either phys­ic­ally or men­tally, a risk for the pro­ject in gen­eral. In these situ­ations I would strongly recom­mend that the vir­tual teams make every effort pos­sible to ini­ti­ate con­tact with the bal­ance of the pro­ject, either through their own local man­age­ment or through dir­ect con­tact with their remote col­leagues, this may be a dif­fi­cult exer­cise and, if the pro­ject has become frag­men­ted, may be a long task to accom­plish, but it may be the only way.
  • The estab­lish­ment of a trust­ing work­ing rela­tion­ship early in the pro­ject is vital in every respect, not least in the way vir­tual teams will inter­act, to start to build this trust, all parties involved must act in a respect­ful and eth­ical way toward each other, and each team must be vigil­ant of the beha­viour of all of its team mem­bers toward one another, this is espe­cially true is the pro­ject starts to develop and form of internal ten­sion that could mani­fest in a blame culture.

So, who should make first con­tact and how should it be made?

My recom­mend­a­tions are always that struc­tured align­ment ses­sions should be held for as much of the global team as pos­sible to be gathered in a single loc­a­tion; while this is often not pos­sible with very large pro­jects due to budget­ary con­straints, at least rep­res­ent­at­ives from each loc­a­tion should be present at the meet­ings and if this is not pos­sible they should be able to call in in some way to par­ti­cip­ate elec­tron­ic­ally. At these ses­sions com­mu­nic­a­tion pro­to­cols and mech­an­isms should be dis­cussed and agreed between all parties, either in the gen­eral open forum or in work­ing parties of the most closely involved groups, this may even be in as informal a ses­sion as over a meal or in a cor­ridor discussion.

If a col­lect­ive align­ment ses­sion is not pos­sible or prac­tical the vir­tual teams should con­sider a smal­ler team align­ment exer­cise of some form, gath­er­ing the teams who will work closest together into a tele­con­fer­ence or video con­fer­ence so they can agree their meth­ods at a less formal and less man­aged level, again this must be handled in a cul­tur­ally sens­it­ive way, with all parties being aware of the cul­tural dif­fer­ences of the others.

Should both of these fail, then it is up to the rep­res­ent­at­ives at each loc­a­tion to estab­lish con­tact as soon as pos­sible, even if it is simply to say hello to one another, intro­duce them­selves and start to talk in gen­er­al­it­ies; this con­tact should be main­tained on a reg­u­lar basis, so that once the pro­ject is ready for the two teams to inter­act at a more formal level, they know each other enough to start work­ing together quickly and efficiently.

Estab­lish­ing a new team rela­tion­ship is dif­fi­cult regard­less of whether the team is co-located or sep­ar­ated by dis­tance, how­ever, build­ing these teams is vital to the suc­cess of any pro­ject with vir­tual team involve­ment and it is the respons­ib­il­ity of all involved to do everything they can to make it work.

If you have any thoughts or com­ments on this or any other posts here, please feel free to leave them.

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{ 2 comments… read them below or add one }

Sohaib Sandhu July 22, 2011 at 9:27 pm

Hi Francis,
I hope you don’t mind, but I’m going to use your picture (above) for a blog posting of my own. I hope this is okay.

Francis July 23, 2011 at 8:19 am

Hi Sohaib, The pictures I use on my blog posts are from a site called iStockphoto (www.istockphoto.com), they are all available for purchase there. I use the smallest image size available generally which makes them pretty low cost, I think maybe 1 to 2 dollars each from memory. A small number of the images I have used are my own, largely these are photographs since I have no graphic design skills what so ever.

Best regards,

Francis

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