Achieving Project Management Success Using Virtual Teams

5.1 THE IDEAL MATURITY MODEL FOR VIRTUAL TEAMS

In the same fashion that organizational maturity assessment models measure the sophistication of an organization in carrying out its mission, a team maturity model would measure the collective ability of a project team to deliver projects in terms of meeting specifications, on time and on budget. Primarily, a team maturity model would describe the key attributes of a fully effective project team environment. In addition, the model would categorize these attributes in progressive stages that signify maturity levels. The maturity model can be used for benchmarking among different teams, across divisions of an organization, and across different organizations. Considering the presence or absence of a certain amount of sophistication for these attributes, one can arrive at a ranking of Levels 1 to 5 for the maturity of the project team in executing project management processes. It bears highlighting that a scale of 1 to 5 has been used here in the team maturity model in order to keep the results in line with most maturity models and success structures (Rad and Levin, 2002). The established ranking scale of the maturity model will provide plateaus for the purpose of continuous improvement of project management capabilities for virtual teams. These plateau level indicators are usually based on the assessment of the sophistication of key attributes of the team's behavior. The expectation in establishing these maturity level designations is that higher maturity values will become a source of pride and that lower maturity values will provide incentives for improvement and refinement.

The model described here is the IDEAL model, and the five levels of the models are Initial, Developed, Enhanced, Advanced, and Leader (Figures 5.1 and 5.2). The IDEAL model describes team characteristics in terms of behavioral properties of the team. Naturally, the sophistication of these attributes will be different for different maturity levels. Therefore, the maturity level of the team is related directly, although not necessarily linearly, with the appropriateness of the processes used in the everyday activities of the team. For purposes of clarity, the attributes of the virtual team have been grouped under the following three major categories:

Figure 5.2: Maturity Level Descriptions

5.1.1 Level 1: The Initial Level

This level is called Initial and might also be referred to as ad hoc, basic, or inconsistent. At this level, the team does not have, nor does it use, any standard processes or procedures. The use of proven practices is rare and unexpected, primarily because processes cannot be improved if they cannot be specified, documented, or repeated. Most processes are ad hoc and are reinvented for every project. Processes appear chaotic because managers have no reliable way of estimating the project's scope, schedule, costs, or resources. Projects that are conducted by a Level 1 team tend to lose control of requirements, scope, cost, and schedule. Some project team members make personal sacrifices, such as overtime and lost vacation and holidays, in order to finish projects with satisfactory results. Project deadlines are unreasonable, and the team agrees to them unwittingly or unwillingly. Project recovery often involves sacrificing sound technical practices, thus delivering an abbreviated product or a product that might not meet customer requirements and specifications. Additionally, there is a high likelihood that the recovered project's product will have overruns in the time and cost areas.

Teams that are at this level apply inconsistent work force practices during the team formation and team development stages. As a result, team members generally have poor attitudes and exceptionally low morale , as manifested by the team's high turnover rate. It is evident in casual discussions that most of the team members would prefer to be working someplace else. It is rare for the project manager to even consider dealing with human resource problems, partly because managers lack the tools and training necessary to deal with these problems. The focus is on the things aspects of the project and not the people aspects of the project. Not surprisingly, specific human resource practices are not documented or specified. There are some forms available for some specific processes, but typically there is no guidance in how to use them, so managers instead must invent their own practices. The processes then depend on that specific project manager's personal orientation, experience, and people skills.

If a project team member is successful in some of his or her duties , it is likely that he or she has informally observed , and learned from, other successful project teams. It is also possible that the occasional success is sheer luck. Some team members work harder and more diligently than others, possibly with the same inconsistent results. Improving the competency of personnel is not a top priority item. Competency levels throughout the organization are mismatched, and thus there is a serious shortfall of competencies in some areas. Many practices are conducted without real attention to their purpose or effectiveness. Even if training is provided, it is not customized to impart skills for a particular end result.

A virtual team is ranked at Level 1 if the team's operational emphasis is on individual accomplishments and individual objectives, rather than on team objectives. In such a case, the prevailing view among the team members is that the project might be completed through additional integration of individual contributions, rather than through collective efforts. There is no shared vision among the team members. At this level, miscellaneous project management tools are used sporadically throughout the team during the life of the project. Project managers of a Level 1 virtual team tend to develop their team management skills through on-the-job exposure. On Level 1 teams, quality shortcomings, cost overruns, and schedule delays are common. The attributes of the Level 1 team in the IDEAL model are presented in the following list. Specific characteristics of this level are categorized into enterprise attributes, people attributes, and things attributes.

Level 1 Enterprise Attributes

Level 1 People Attributes

Level 1 Things Attributes

5.1.2 Level 2: The Developed Level

At Level 2, there are sporadic uses of best practices. These best practices can sometimes be specified, documented, and repeated. Project team members are able to repeat the successful practices if by chance they can identify those practices that have worked in previous projects. Each project is allowed to establish repeatable practices for itself.

The project manager is in charge of project definition in terms of scope, cost, and schedule. However, with no organizational guidelines, it becomes incumbent on the project manager to take responsibility for managing and developing his or her people. The project manager is responsible for obtaining needed staffing, coordinating commitments, negotiating for resources, managing performance, developing skills, and making compensation recommendations. The project manager accepts personal responsibility for implementing good human resource management practices, such as interviewing effectively, providing feedback, and conducting performance evaluations. There are localized consistencies among project managers throughout the organization.

Individual units or departments in the organization have some autonomy in developing project work balance and determining project skill needs. The project manager focuses on individual performance and individual contributions to improve the unit's overall performance. If there is success, it is achieved only by ensuring that project team members have the appropriate competency for the assigned task. There is a system for regular performance reviews.

This maturity level is characterized by having a process to instill basic discipline into the team's activities. On a Level 2 team, most team members use procedures for some of the project elements. There is some emphasis on effective performance of the team members, which indirectly signals recognition of the fact that performance of the project depends on the collective performance of individual team members as a unified team. There is some acknowledgment of the need for mutual accountability and common commitment. Sometimes, the team establishes charters to govern performance. The manager of the virtual team might have been trained in team building as applicable to virtual teams. The virtual team manager has knowledge of the use of technologies to support the project, and training is provided to team members in the use of the technologies that are selected. In the IDEAL maturity model, this level is known as Developed. It also may be referred to as consistent, abbreviated, or repeatable. Specific characteristics of this level are categorized into enterprise attributes, people attributes, and things attributes as follows .

Level 2 Enterprise Attributes

Level 2 People Attributes

Level 2 Things Attributes

5.1.3 Level 3: The Enhanced Level

At Level 3, the best practices are integrated into organizational guidelines and policies that are disseminated and used throughout the company. Team members are trained in these best practices. This signals the fact that there is widespread consistency of procedures. Project progress data are routinely collected, analyzed , and archived. There is a culture of common practice, because there is a general trust in those common practices. While it is recognized that the same practice may be conducted differently in different areas to reflect unique circumstances and situations, an organization-wide structure for these practices is developed.

The organization has developed a catalogue of work force competencies, and these categories are used in the formation of work groups that align these competencies with overall business strategic objectives. The focus is on identifying common practices among skills across organizational units in order to identify those that are the most effective. Results are matched with business success in order to build an organizational framework for competencies. Strategic plans and specific action items are prepared for developing specific competencies. This approach enables the organization to accelerate development in areas that are more critical.

At this level, the team and/or the organization has an established career path for project professionals. Because of the organization's focus on best practices, individuals are mentored and coached in terms of their career advancement. Competent people are empowered and given freedom and responsibilities. Business performance data are readily provided and accessible. This maturity level is characterized as one in which the team successfully proves the viability of the use of virtual teams and virtual projects in support of the overall organizational strategic goals. Based on the success of the virtuality of the team, the organization formally recognizes the desirability of virtual project teams for its continued and expanded success. The team members value their association with a virtual team in the same way as they would value working on a collocated team, maybe even more so. The distinguishing characteristic of this level is the emphasis on team discipline and self-management. In this environment, the team routinely sets and/or modifies its collective goals and disseminates feedback on its collective and individual performance. At Level 3, all team members use procedures for the project success elements. In the IDEAL model, this level is named Enhanced. It may also be referred to as integrated, focused, or defined. Building on and including the attributes of a Level 2 team, specific attributes that are characteristics of Level 3 follow.

Level 3 Enterprise Attributes

Level 3 People Attributes

Level 3 Things Attributes

5.1.4 Level 4: The Advanced Level

At Level 4, organizational performance is viewed in conjunction with project performance. Project performance is analyzed and characterized for a large number of projects. Corrective actions might be prescribed across the organization based on analysis of data that are specific in terms of knowledge areas and project and organizational success factors. The performance assessment is based on quantitative data. Project planning data and project performance data are readily available.

The organization seeks to integrate organizational work force competencies, empower the project teams, and manage performance based on reliable quantitative data. As a result, the organization benefits from the well-suited competencies of individuals. The organization can accurately predict the success outcomes of projects with quantified indicators. Upper management places a heavy reliance on the results produced by people in the organization, who are competent thanks to organizational planning. Project managers empower work groups within individual projects. Consequently, different competency-based processes are integrated into a single multidisciplinary unit. Since delegation and empowerment are widespread, competent people define their own point of coordination.

The success of the team in previous projects provides documented proof that, given a good match between each virtual team member and the corresponding project component, unusually high effectiveness can be predicted for the project. The team is aware of, and encouraged by, the fact that virtual teams are established as the preferred organizational structure for an increasing number of the organization's projects. In the IDEAL model, this level is called the Advanced Level. It may also be referred to as comprehensive or managed. Characteristics of this level beyond those of the previous levels, grouped by enterprise, people, and things attributes, follow.

Level 4 Enterprise Attributes

Level 4 People Attributes

Level 4 Things Attributes

5.1.5 Level 5: The Leader Level

At Level 5, the organization has a clear picture of how virtual projects work in all aspects of their performance and the foundation for their success. Improvement actions can be readily identified. Improvements are either modifications of existing procedures or the implementation of entirely new procedures. Carefully collected data are used to isolate problems and to recommend corrective action in a seamless fashion. Change management is a consistent organizational process.

The organization is recognized for its competent people at all levels. The organization empowers those competent people to conduct continuous improvement in their work processes and to propose organizational changes that support those improvements. The organization focuses on continuously improving and aligning personal, work group, and organizational capability.

Differences in work styles and approaches are identified and quantified, as a prelude to encouraging individuals to make continuous improvements to their personal work processes. Thus, considering all of the projects and all of the business innovations, the organization is collectively recognized as one of the best in its class. Individual performance is in line with organizational objectives. Lessons learned are collected, analyzed, disseminated, and easily accessible. Knowledge profiles are prepared and updated on a regular basis in order to highlight the specific expertise of team members. Individuals are encouraged to make constructive suggestions to one another for improvements in overall efficiency. The organization regularly evaluates the latest practices, participates in benchmarking forums and learning communities, and uses widespread performance data to forge future improvements.

The virtual project team delivers results that always meet, and sometimes exceed, customer requirements. Team performance criteria include proven measures to empower team members. There is shared alignment of differences and similarities among team members. Team members view one another as essential for the team's overall success. The organization regards virtual teams as a strategic tool toward its success. Finding the best person for each project and sharing people between projects is streamlined, which in turn improves overall organizational performance. When the team is at this level of maturity, each person develops his or her own personal learning agenda in concert with organizational goals. The project manager openly and actively encourages team members to experiment and practice with new approaches. In the IDEAL model, this level is known as Leader. It may also be referred to as optimizing or adaptive. Building on the attributes of previous maturity levels, additional attributes that characterize this level are listed in the usual three categories.

Level 5 Enterprise Attributes

Level 5 People Attributes

Level 5 Things Attributes

5.1.6 A Rank of Zero

What is graciously missing from these rankings is the rank of zero, which describes a team that does not have any procedures, and none of its projects are ever completed near the success mark. One hopes that such a team is not encountered very often, at least not as part of an enlightened and forward-looking organization. Notwithstanding, it is possible for a team to merit a ranking of zero on some of the performance attributes. If that turns out to be case, then the first priority would be to resolve the team performance deficiencies in the affected attributes. Hopefully, these emergency activities will be followed by the development of formal processes and specific procedures in order to continually elevate the performance of this team.

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