It can be difficult to work across organizational boundaries when working in a matrix or cross-functional team. Here are some practical ways team leaders can improve collaboration and productivity.
2. 2
Does This Sound Familiar?
• Coordinating work and information horizontally as
well as vertically
• Decision makers without hierarchical position power
• Reporting to two or more bosses
• Involving cross functional stakeholders in decisions
• Sharing resources and expertise
3. 3
Objectives
• Understand what makes it difficult to effectively work
across organizational boundaries
• Learn three prerequisites required for collaboration in
cross functional teams
• Learn what skill is most critical for working in a cross
functional team
6. 6
Responding to Complexity and Globalization
Chief
Executive
Functional
Manager
Functional
Manager
Functional
Manager
Staff
Staff
Project
Manager
Staff
Staff
Staff
Staff
Staff
Staff
Project
coordination
Gray boxes represent staff engaged in
project activities
A grid like organizational
structure that groups
employees by multiple
dimensions such as:
• Function
• Product
• Region
• Client
7. 7
Moving From Silos to Cross Functional Teams
Design
Engineering
Purchasing
Manufacturing
Marketing
Sales
8. 8
Intended Benefits
• Able to focus on multiple
business goals simultaneously
• Encourages specialization
• Increased access to diverse
resources and capabilities
9. 9
Intended Benefits
• Reduced duplication and costs
• More efficient coordination and use
of resources
• Flexible staffing and resource
allocation
10. 10
Intended Benefits
• Speed of decision making; agile
response to environmental changes
• Increased motivation due to more
democratic and participatory
decision making
12. • Fewer formal ties between
matrix partners
• More ambiguity regarding
who your matrix partners
are
• Increased importance of
maintaining lateral
relationships
12
From Grid to Network
13. 13
Challenges
• Conflicting or unclear goals and
priorities
• Unclear roles and responsibilities
• Ambiguous or shared decision
authority
16. 16
“This idea that matrix does not work still exists today,
even among people who should know better.
Organization structures do not fail: managements fail to
implement them correctly.”
Jay R. Galbraith,
Professor Emeritus at the International Institute for
Management Development (IMS)
17. 1. Align goals and find common
ground
2. Clarify roles and decision
authority
3. Ensure the transparency of
communication
17
Bringing Clarity to Multi-Functional Teams
18. • Cascade vision and company goals vertically
• Set goals for cross functional team first and use them
to guide goal setting for functional, regional or
product groups
• Review goals horizontally and ensure they are
coordinated and mutually supportive
18
#1 Ensure Alignment
19. • Look for, and make explicit, shared values and beliefs
among matrix partners
19
#1 Ensure Alignment
• Make goal alignment a
formal process
20. • Provide job descriptions
• Work out roles and decision authority in advance
• Apply the 80/20 rule; focus on 3-5 key decisions and
activities
20
#2 Clarify Decision Authority
21. • Involve key stakeholders in the discussion
• Communicate to the next level
21
#2 Clarify Decision Authority
• Revise role agreements
based on experience
22. • Responsible – group/person that will “make it
happen”
• Approve – group/person that has “go, no go” say
• Consult – group/person whose input must be gotten
before the decision is made or the action taken
• Inform – group/person that must be told about the
decision after it has been made
22
#2 Clarify Decision Authority
24. • Make sure the right people are involved in decisions
• Clarify expectations; don’t assume everyone is on the
“same page”
• Check for understanding before responding or taking
action
24
#3 Transparency of Communication
25. • Create formal communication plans that outlines
who communicates what to whom and when
25
#3 Transparency of Communication
• Use action plans to document
agreements and expectations
regarding accountability and
timing
26. Success depends on:
• The ability to gain the support
and commitment of people
over whom you do not have
direct authority
Working Across Boundaries
26
27. Getting people to change their behavior, opinion, attitude or
accept your point of view in a way that meets their needs and
without coercion or a feeling of being directed.
What is Influencing?
27
29. • Lay the foundation for the effective use of influence
well in advance
Demonstrate your credibility and track record
Identify shared goals or common ground
Build positive work relationships and trust
Get to know the needs and values of the people you
depend on to get things done
29
Tips for Effectively Influencing
30. • Influence people from their point of view, not your
own
• Do not overly rely on reasoning
• Translate “facts” and “features” into benefits
• Increase the use of paraphrasing, empathizing and
questions
30
Tips for Effectively Influencing
31. • Identify and regularly communicate shared goals
and common ground
• Establish goals and priorities for the matrix team
before the individual groups
• Build trust by increasing credibility and reliability
• Demonstrate empathy and a low self-orientation
to build relationships
31
Best Practices
32. • Agree on roles and decision authority for key
decisions and activities in advance
• Align the performance management system to
clarify and reinforce behaviors that support the
success of the matrix
• Recognize that cooperation is a fragile state and
requires constant attention
32
Best Practices
Welcome/introductions
Session will cover some of the key topics related to trust in a virtual setting. This work comes out of more than 10 years of research and consulting on virtual teams, which is further outlined in our recent book, Virtual Team Success.
We have tried to make it fairly interactive. We will not cover every single page in workbook but it is a very useful reference.
Examples from Critical Thinking Means Business white paper
Examples from Critical Thinking Means Business white paper
Examples from Critical Thinking Means Business white paper
Examples from Critical Thinking Means Business white paper
Examples from Critical Thinking Means Business white paper
Examples from Critical Thinking Means Business white paper
OnPoint, along with Dr. Gary Yukl, has done 20 years of research to identify what effective leaders do to gain the support and commitment of others
We identified 11 influence tactics.
I’ll spend the most time on the five tactics that are most effective in a virtual environment – rational persuasion, inspirational appeals, consultation, collaboration, and apprising
Key point
It’s better not to wait until you need to influence someone to establish credibility or build a relationship. It may be too late.
Demonstrating your credibility and establishing a successful track record – Being seen as someone who “knows what they’re talking about” is an important determinant of whether people take your ideas and proposals seriously and give them appropriate consideration.
Identifying shared goals or common ground – Even a well thought out proposal will not result in a change in the other person’s behavior or attitude if goals are not aligned. Despite the potential power of your argument and the strength of your supporting data, if you’re focused on an outcome the other person may not be interested in you will not be successful. Rather than repeating your position more forcefully when you realize your rational argument is not having the intended effect take a moment to ensure goals are aligned.
Building positive work relationships – Positive work relationships and trust are a prerequisite for the effective use of the influence tactics of inspiration and consultation. Trust and relationships take time to establish and must be in place if you want to increase your style flexibility and decrease your dependence on rational arguments.
Getting to know the needs and values of others – The key to effective influence is to see the issue from the other person’s point of view, not your own. Using facts and focusing on values and benefits you think are desirable, or that would generally be attractive, is not as effective as clarifying the specific benefits complying with your proposal would have for the other person or how your proposal is consistent with the specific values and beliefs that are important to them.
Using general/generic facts and features can be effective but translating facts and features into benefit statement for the target of your influence attempt makes the proposal more personal and powerful
Clarify what resources you control that others need or would like – One core tactic for gaining the support of others is providing resources or help that would make it less difficult for the other person to comply with your request or proposal. To do this well you need to know what resources you control and what they need.