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This is one article from the Charter Issue,  June, 2002. 

For other stories and articles, go to the Current Issue.

Technologies

Teleconferencing
Collaboration's Lowest Common Denominator

Perhaps you've used Microsoft's NetMeeting, you may be a video conferencing expert, you might have an intranet for your team...or not. But, you're certain to use the telephone. The phone has been an essential feature of business for longer than most of us have been employed. And, for the past decade, who among us hasn't spend long hours participating in teleconferences?

Are you getting real value out of those multiparty phone calls? Could time be better spent? Are you sure everybody is putting their best efforts forward...even though you can't see them? Is everyone working toward the same goals, even when they're not connected? 

If your organization is like most, much of your teleconference time is nonproductive: It's hard to brainstorm, there's often no clear agreement on what the meeting's about and where it's headed, and many of the remote participants have their phones on mute while they attend to other matters, only occasionally listening—in case something they deem important pops up.

"I spend 80% of my workday
     in teleconferences!"

—IBM Executive


Success Strategies
  Preparation — getting clear about what you want to achieve, and how you're going to get it, and communicating that to the participants, 
  Participants — making sure the people who'll be invited will make a contribution, and will be able to do something better as a consequence, 
  Skills — making sure people have the unique skills necessary to be effective participants, and 
  Technology — selecting the right mix of technologies to make the process productive.


Preparation

The first question: Is this teleconference necessary? If you have a "standing" weekly or monthly teleconference, for instance, cancel it if there's nothing to be said. That will make the calls you do hold more important. If you circulate a virtually empty draft agenda two days before and nobody adds anything to it, notify everyone that teleconference is cancelled so they can go do something productive.

The second question: What outcome do you want? Is there a specific question to which you need an answer? Some information you need to share to which people are expected to have some response? Is this a broadcast of information from one point to many others? Your outcome must be clear and stated in just a few words, like "Purpose: To decide which vendor to engage for the Pearl project."

If your teleconference is worth holding and you know what you want to achieve, it is worth spending time planning for it to be successful. Preparation shows you believe this event important, that participation is important, and it encourages others to do their homework before the phone rings. That makes the teleconference itself more productive; it means we can avoid wasting time spinning everyone up to speed, which often consumes half of a teleconference. (In a future issue we'll talk about meeting preparation and how it's best done.)

Planning starts with an agenda. Assign specific time slots for every topic, so people know what's going to be discussed, and for how long. Create a logical progression, from one topic to the next, that inevitably leads to the result you need. Make sure everyone gets a copy a couple of days before the meeting, so they can ask you to amend it if they've got hot topics and other ideas to add. Ideally, the agenda is part of the invitation (or a reminder, closer to the event), so people can accept or decline based on what they see you want to accomplish.

Participants

When you're prepared, you know whom to invite. You must be selective, because that avoids people wasting their time...or, worse, learning that you generally conduct teleconferences they experience as timewasting.

Next, manage the quality of your teleconference by controlling participation. Invite only people who can and will:

  Have something to contribute to the result,
  Learn from what others have to say, or
  Both

Skills
People aren't born with teleconferencing skills, they have to be cultivated. From childhood, we've learned to interact with people face-to-face, and that was reinforced through our school and early work years. So, it's an acquired skill to remember that an inanimate phone represents one or more people who were invited, who want to contribute, but aren't in the same room with us.

If you're in the conference room, you need to remain aware of those participating by phone and reach out to them. The remote participants need to take responsibility for making sure they get heard; the shy person may be at a disadvantage if they don't speak up and interrupt as necessary.

Feeling ignored by those in the main conference room? Can't hear what's going on because they've forgotten you're out there?

Rap sharply three times on your own microphone with a finger (repeat with a pencil, if you must).

The sudden noise at the other end will remind people to pay attention to you, even though you're not in their room.

Leading a teleconference is a challenge. Not only do you have to make sure things get done, but you have to make sure everybody's kept engaged. Sometimes, you even have to shut off dialog that's irrelevant to the discussion at hand.

You also have to make sure everybody contributes: If you notice participants are silent, is it because they're distracted by things at their desk, bored with what's going on, or too shy to speak up? As the meeting leader, you need to ask questions. Otherwise, good contributions might be lost because we can't observe that person's face and body postures that would have signaled, "I've got something to say." If you have more than two or three remote participants, you might want to assign someone else the responsibility of making sure quiet participants are being included, while you focus on the main objective of the meeting.

Technology

Not everybody knows how to properly use their telephone equipment. You may have to mentor some people so a ringing phone in Tulsa doesn't disrupt the conference room in New York (some speakerphones don't silence their ringers when using the speaker; avoid them when you can). For starters, make sure everyone has an owner's manual for the phone(s) they use for conference calls, and make sure they understand the important features.

You have to decide which are the best technologies to couple with your telecalls to be most productive. What you encourage—and discourage—will affect the results you get. In extreme cases, you may have to buy equipment and make sure it gets installed, so people with inadequate phones can productively participate. Or, if it's a contractor, consultant or vendor, you may have to give them technology specifications they must meet to work with the rest of your team.



This article was originally published in the newsletter, June, 2002
and is available to our subscribers on our website, http://www.net-working.com.

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