Virtual Teams Facilitation Guide
Virtual Teams Facilitation Guide
Virtual Teams Facilitation Guide
Version 1.0
Getting Started Facilitator’s Guide
Getting Started
In order to make your facilitation of The Five Behaviors® for Virtual Teams as successful as
possible, this section includes information and suggestions to prepare to conduct the training,
understand how to best use the materials, and plan your session timing.
Special Note
Use this guide to facilitate a virtual Five Behaviors session in which participants use their
personalized The Five Behaviors of a Cohesive Team®: Personal Development Profile to learn
about using The Five Behaviors to improve virtual teamwork. Utilize a webinar or
videoconferencing tool that includes the following required and optional features:
To allow for broad participation in group discussions, we recommend limiting your sessions to
10–12 learners.
Purpose
The Five Behaviors for Virtual Teams uses the framework of The Five Behaviors model to teach
participants about effective virtual teamwork. Whether learning about The Five Behaviors for the
first time or building on previous experience, participants get personalized insights about their
tendencies, explore the foundational behaviors of Trust and Conflict, and consider how these
apply to the unique considerations and challenges of working on a virtual team.
Facilitator Tools
• The Five Behaviors for Virtual Teams PowerPoint deck
• Webinar or videoconferencing tool that includes the features listed above
Participant Tools
• Access to the facilitator’s chosen webinar or videoconferencing tool
• Access to their The Five Behaviors of a Cohesive Team: Personal Development Profile,
either printed out or viewed onscreen as a PDF
• Pen and scratch paper or electronic option for light note-taking
Participant Prework
All participants should complete their The Five Behaviors of a Cohesive Team: Personal
Development assessment prior to the session.
If you don’t have an assistant to partner with and aren’t familiar with the platform you’re
using, consider hosting sessions with smaller groups to start. Also, consider advising
participants at the beginning that if they drop off and are unable to reconnect, you will
follow up with highlights of the session. You can also plan one or more short breaks,
which will allow you to connect with participants who are having difficulties.
• Build polls in advance. If possible within your chosen platform, build virtual polls before
your session and save them as templates. The Prep section at the start of each module
lists the polls that will be used within that module.
• Communicate with participants. Share information on the following topics with
participants prior to the session:
o Provide participants with instructions on how to log in to the videoconferencing
tool and/or test their system connection, as applicable.
o Announce that you’ll open the session 10 or 15 minutes early so people can
come in and get comfortable with the technology. (Be there when it opens with
casual icebreakers and conversation.)
o Because participants will need to access their The Five Behaviors of a Cohesive
Team®: Personal Development Profile while simultaneously participating in the
live session, you may want to recommend that participants join using a desktop
rather than a mobile device for ease of navigation.
Training Timing
This training includes approximately 80 minutes of content, as shown below. We recommend
that you schedule a 90-minute session and use the buffer time to cover any technology issues
that arise, or to take a short break in the middle of the session. You can choose to complete all
three modules, or just the introductory module and either the Trust or the Conflict module.
The Five Behaviors® for Welcome and Introduction to Virtual Teamwork (10 20 minutes
Virtual Teams minutes)
The Five Behaviors Model (10 minutes)
Activity Description:
In this module, participants learn about The Five Behaviors® model and how it applies to virtual
teamwork. They discuss some differences between in-person and virtual teamwork, watch a video that
introduces the model, and read about their own tendencies as a teammate.
Goals:
• Learn about The Five Behaviors model and what it means for virtual teamwork
• Consider how virtual teamwork compares to in-person teamwork
• Discover individual tendencies as they relate to The Five Behaviors model
Length: 20 minutes
Activities:
• Individual
• Large group
Facilitator Materials
• The Five Behaviors for Virtual Teams PowerPoint® deck
• Webinar or videoconferencing tool
Participant Materials:
• Access to facilitator’s chosen webinar/videoconferencing platform
• Access to The Five Behaviors of a Cohesive Team®: Personal Development Profile, either printed
out or viewed on a device.
ICON KEY
Page 8
PREP
• Send out participants’ The Five Behaviors of a Cohesive Team®: Personal Development Profiles.
These should be made available to participants prior to the session.
• Be prepared to share this video link with participants during the module:
https://bcove.video/30gmmUH
• Create poll question in videoconferencing tool in advance of the session, if possible. Module 1 poll
question:
o Which of the five behaviors comes most naturally to you?
§ Trust
§ Conflict
§ Commitment
§ Accountability
§ Results
PPT
1–2 THE FIVE BEHAVIORS® FOR VIRTUAL TEAMS (20
minutes)
NOTE: Prepare for the first activity, in which you will instruct participants to plot
themselves based on whether they think virtual teamwork is easier or more
challenging than in-person teamwork.
• If your videoconferencing tool allows participants to draw/annotate directly
onto a PowerPoint® slide, you can use the continuum shown on slide 4.
• If participants cannot draw on the slide, open the whiteboarding tool and
draw the continuum manually, as follows:
Easier More
Challenging
SAY
• Welcome to our session on using The Five Behaviors to improve virtual
teamwork.
• While modern technology allows us to collaborate across distances in ways that
were previously impossible, that doesn’t mean virtual teamwork is always easy, or
PPT
4 that it’s exactly the same as working together in person.
• [8] I’d like to start with a question for you all:
o In your opinion, is effective, rewarding teamwork easier or more
challenging on a virtual team compared to an in-person team?
• There is no right or wrong answer; I just want to see what each of you thinks.
Instruct participants to plot their initials at the appropriate point on the continuum. (Or
ask them to share their opinion in the chat.)
Give participants a minute to do this.
Then, summarize the results.
SAY
• Who would like to explain the reasoning behind their answer?
• What are some differences between in-person teamwork and virtual teamwork?
Take responses from a few volunteers, ideally from different points along the
continuum.
PPT
[8] SAY
5
• As we’ve said, virtual teamwork can sometimes look different from in-person
teamwork. There can be different benefits and challenges, and sometimes we
have to adjust our approach to make sure we can collaborate effectively.
• Nevertheless, the same underlying principles of good teamwork apply, and we
can take those and use them across pretty much any context we’re working in.
• And today we’re going to be talking about the context of virtual teamwork.
PPT
[8] SAY
6
• Of course, developing good teamwork habits requires regular work, over time. We
can’t expect radical transformation in just one sitting, but even just in our short
time today, we can lay the groundwork for future progress.
• Here’s what you can expect to get out of today’s session:
• You’ll learn about The Five Behaviors® model and how it can improve virtual
teamwork.
• You’ll talk to each other about different issues your virtual teams may face, and
develop a common language for discussing them.
• You’ll also leave with some concrete ideas for how you can start improving
collaboration on your virtual teams.
PPT
[8] SAY
7
• First, we’ll watch a video introduction to The Five Behaviors® model.
• It features Patrick Lencioni, the author of The Five Dysfunctions of a Team, the
best-selling book on which this program is based.
Share the video link with participants via chat or other sharing feature:
https://bcove.video/30gmmUH
Instruct participants to mute themselves while watching the video, or use a “mute all”
function to do it for them.
If possible, instruct participants to use a “raise hand” or other platform tool to indicate
when they’re finished.
PPT
[8] SAY
8
• As mentioned in the video, the five behaviors are Trust, Conflict, Commitment,
Accountability, and Results.
• The bottom of page 2 of your profile shows the framework of these behaviors.
Page 2
SAY
• So what do the five behaviors mean for you? After all, everyone brings their own
strengths and challenges to teamwork and may have different aspects that they
need to focus on.
• That’s why you were asked to take an assessment prior to this session.
• Your responses have been used to customize your profile, to give you
personalized information about your tendencies, your probable strengths, and
areas you may need to work on.
• We’ll only be covering certain sections of the profile today, but I encourage you to
spend time looking through it on your own as well. There is a lot of information
about the five behaviors, your tendencies, and tips for improvement throughout.
NOTE: If you elected to use existing data when sending out access codes to
participants who had previously completed a Five Behaviors assessment,
participants did not need to answer any additional questions. If they are confused
about where the personalized information came from, you can explain that their
existing data fed into the profile.
[8] SAY
PPT • Now turn to page 3 to start getting a sense of how the five behaviors apply to you
9
personally.
• At the top of the page is a paragraph with general information about you as a
teammate.
Page 3
• Beneath that, each behavior is highlighted with some information about the
tendencies you may bring to it.
• The information is based on your assessment responses; however, not every
piece of the description may ring true for you, and that’s okay.
• Take a moment to read this information now.
Give participants 4–5 minutes to read. If possible, ask participants to use a “raise
hand” function or other videoconferencing tool to indicate when they are finished.
PPT
[8] SAY
10
• Now that you’ve learned a little bit about each behavior, I’d like to hear where you
think your strengths are.
• Please respond to this poll question:
• Which of the five behaviors comes most naturally to you?
o Trust
o Conflict
o Commitment
o Accountability
o Results
Launch poll or instruct participants to type their answer into the chat.
Give participants a few moments to answer, and then share or summarize results.
SAY
• While all five behaviors are needed to have a truly effective team, today our focus
will be a bit more specific.
Explain which behaviors you are going to cover (Trust, Conflict, or both). You might
explain that these are the most foundational behaviors, or that they have particularly
strong implications for virtual teamwork, and that even just this foundation can be a
good starting point.
SAY
• Are there any questions before we continue?
Address questions.
Activity Description:
In this module, participants focus on Trust, learning the definition of vulnerability-based trust, as well as
what factors make it easier for them to trust others. Participants play a game in which they guess
common responses to survey questions about trust-related issues and discuss these issues, then
choose a Trust habit to work on.
Goals:
• Understand vulnerability-based trust
• Consider factors that can impede trust, especially on virtual teams
• Discover ways to make trust easier on virtual teams
Length: 30 minutes
Activities:
• Individual
• Large group
Facilitator Materials
• The Five Behaviors® for Virtual Teams PowerPoint® deck
• Webinar or videoconferencing tool
Participant Materials:
• Scratch paper or other tool for light notetaking
• Access to facilitator’s chosen webinar/videoconferencing platform
• Access to The Five Behaviors of a Cohesive Team®: Personal Development Profile, either printed
out or viewed on a device.
ICON KEY
Page 8
PREP
• Create poll questions in videoconferencing tool in advance of the session, if possible. Module 2 poll
questions:
o Think about a past team you were on that had low trust. What was the biggest problem this
caused?
§ People hid mistakes
§ People didn’t give one another the benefit of the doubt
§ People were afraid to take risks
§ People didn’t have straightforward conversations
§ People didn’t help one another
§ Communication was spotty and inefficient
o Suppose a teammate shared with you their current challenges, uncertainties, or stressors.
How is this most likely to affect your opinion of them?
§ It would probably improve our relationship
§ I would likely trust them more as a result
§ It would probably have little or no effect on my opinion of them
§ I would probably trust them less as a result
o What is the most important factor that makes it easier for you to be vulnerable with your
teammates?
§ Working with people who show empathy and warmth
§ Knowing that mistakes will be forgiven
§ Getting to know my teammates on a personal level
§ Knowing that people will be direct with their opinions
§ Having space to open up in my own way
§ Working with people who offer support
§ A lack of chaos or drama
PPT
11 TRUST AND VIRTUAL TEAMS (30 MINUTES)
PPT
[8] SAY
12
• Let’s talk about Trust, the first and most foundational behavior.
• Trust is a well-known concept, and can have different connotations for different
people. But here, we actually mean something quite specific.
• That’s because great teamwork relies on a concept called vulnerability-based
trust.
• Vulnerability-based trust is a willingness to be completely vulnerable with one
another—to let down our guard, admit flaws, and ask for help.
• This definition is shown near the top of page 4 in your profile as well.
PPT
SAY
13
• Creating an environment that promotes vulnerability-based trust can be
particularly challenging when it comes to virtual teamwork.
• [8] It’s also important to keep in mind that people have different preferences and
Page 4
tendencies when it comes to building trust.
• Look at the bottom of page 4, under “What makes it easier for you to build Trust?”
You’ll see personalized information about when you might find it easiest to trust
others. Take a minute to read the information.
SAY
• Would someone be willing to share an idea or two that rang true for you in what
you read?
PPT
SAY
14
• If trust is so essential, why can it also be so elusive?
• [8] We’re going to play a game now that can help us answer that question.
• I’m going to show you a series of poll questions that were previously given to
1,000 people.
• For each question, I’d like you to guess which option was the most popular choice
among survey respondents.
• As we go through the questions, you can keep track of how well you guessed the
responses, and at the end, we’ll see who the best guesser was.
• To that end, take a moment to either grab a piece of scratch paper or otherwise
get ready to keep track of your points.
NOTE: In this activity, the percentages of poll answers do not add up to 100%. This
is because in some cases, poll respondents were allowed to select more than one
answer, and because answers such as “not applicable” are omitted from the results
here.
[8] SAY
• Here’s the first question we asked a thousand people:
PPT
15 o Think about a past team you were on that had low trust. What was the
biggest problem this caused?
• Of the options shown on screen, guess which was the most common answer
among survey respondents.
Launch poll or ask participants to type their answers into the chat.
Give participants a few moments to answer.
Share the group’s poll results and/or summarize the participant responses.
Then advance to the next slide to reveal the broader survey results.
[8] SAY
• As you can see, people not helping each other was the most common problem
PPT
16 respondents identified, followed closely by spotty and inefficient communication.
• And even the other responses aren’t insignificant. A lack of trust can really
hamper a team.
• Below your chosen response, you’ll see a point value. Take a moment to record
this. You’ll be adding up your total points at the end for your overall score.
[8] SAY
• Before we move on, take a moment to reflect on a team you were on that had low
PPT
17 trust. Which option caused the biggest problem in your own experience?
SAY
• So we see that a lack of vulnerability-based trust can be problematic. So why do
PPT
18 people often struggle to be vulnerable?
• [8] Our second question might help explain that:
o Suppose a teammate shared with you their current challenges,
uncertainties, or stressors. How is this most likely to affect your opinion
of them?
• From the options presented, guess which option was the most popular among
survey respondents.
Launch poll or ask participants to type their answers into the chat.
Give participants a few moments to answer.
Share the group’s poll results and/or summarize the participant responses.
Then advance to the next slide to reveal the broader survey results.
PPT
[8] SAY
19–20
• Here are the results of the survey. As you can see, “Would probably improve the
relationship” and “I would likely trust them more” are by far the most popular
answers.
• As before, make sure to jot down the points you earned on this question.
• [8] Let's dig a little deeper into this question. Grouping these same poll
responses differently shows that 89% of survey respondents said that when
someone else shares their stressors or challenges, this would have a positive
impact on the respondent’s opinion of that teammate.
• But what do you think happens when the question is asked the other way
around?
• That is, when survey respondents were asked to consider what would happen if
they shared their own stressors, uncertainties, or challenges with someone else,
what kind of a response do you think people expected to get from others?
PPT
[8] SAY
21
• So it turns out that even though 89% say that other people sharing their
vulnerabilities will positively impact their view of the other person, people don't
necessarily expect the same in return. Significantly fewer respondents said that
sharing their own vulnerabilities would improve the relationship.
• Can someone tell me why they think this might be?
PPT
[8] SAY
22
• So even though most people actually think positively of people who are willing to
be vulnerable, they aren't necessarily as optimistic about what will happen when
they open up. As a result, team members are often hesitant to be the first one to
do it.
• Think about the last time you stopped yourself from being too vulnerable at work.
Protecting ourselves can be so automatic, we don’t realize when we’re doing it.
But, for instance, in a virtual meeting like this one, people sometimes second
guess themselves and keep quiet rather than say the wrong thing.
• What impact do you think that might have on teamwork, and on virtual teamwork
in particular?
o When it comes to team members’ stress levels?
o When it comes to talking about mistakes/problems?
o When it comes to having fewer opportunities for informal conversations?
SAY
• Even here some of us might be hesitant to speak up, or find it more comfortable
to use the chat than to speak out loud. This shows that vulnerability can be tough,
even when we’re having a discussion about vulnerability itself.
PPT
[8] SAY
23
• Now I’ll ask you to guess the results of one final survey question.
• This one is about what we can do to encourage vulnerability on our teams:
o What is the most important factor that makes it easier for you to be
vulnerable with your teammates?
• One last time, guess the most common answer.
Launch poll or ask participants to type their answers into the chat.
Give participants a few moments to answer.
Share the group’s poll results and/or summarize the participant responses.
Then advance to the next slide to reveal the broader survey results.
PPT
[8] SAY
24–25
• Here are the results of the survey. As you can see, “getting to know teammates”
was the most popular answer, but there were some other common choices as
well.
• Add the points below your chosen answer to your cumulative score.
• [8] Once you’ve added up your total score, share it in the chat.
PPT
[8] SAY
26
• Of course, learning about how to foster vulnerability-based trust is far more
important than the score you got in our game.
• And there is no single right answer to this question; as you saw, different people
need different things to feel comfortable being vulnerable. What works for you
might not work the same way for someone else.
• Here are the same responses we saw in the last poll. Some are probably similar
to what you read on page 4 of your profile.
• Take a moment to glance back at that page in your profile now, then tell me:
o Of the survey responses or of what you read in your profile, what’s the
factor that’s most important in helping you build Trust?
Give participants a few moments to look back at their profile; then take responses
from volunteers. Optionally, you may invite participants to use an annotation tool
such as a star or checkmark to vote for factors they identify with.
PPT
[8] SAY
27
• So we’ve just talked about some different factors that can help us build trust on
our teams. Now let’s look at some ways to put those into practice.
• Turn to page 6 of your profile for personalized habits that you can adopt to help
Page 6
you build trust on your teams, both by working on being vulnerable yourself and
by making it easier for others to do so.
• This is not an exhaustive list of all the things you could do to build Trust, and you
may have developed some of these habits already. But based on your
assessment results, these may be things that don’t come as naturally to you, or
that you may want to work on.
• Take a minute to read about the habits. Pick one you’d like to keep in mind going
forward, or come up with your own idea, perhaps based on our discussion.
• Write it down and save it somewhere you’ll see regularly.
[8] SAY
• Who would like to share what they plan to do to build Trust on their team?
[8] SAY
• What we’ve seen today is that good teamwork in a virtual setting and an in-
person setting have a lot in common, but that there are also differences to
consider.
• And although we didn’t go in-depth into the whole Five Behaviors model, even
just building your awareness the ideas we discussed today can help you all start
speaking a common language and building a common understanding of what
effective virtual teamwork looks like.
• You have the ability to shape what that teamwork looks like. You each choose
something to work on. And even small changes can make a big difference.
• I’d encourage you to review the rest of your profile for more tips and ideas. You’ll
see how the behaviors build on one another to create a powerful framework for
effective collaboration.
• Thank you for participating in this session.
Activity Description:
In this module, participants learn about productive conflict and why it is essential. They discover how
their placement on a conflict continuum affects their tendencies, especially when it comes to conflict
during virtual teamwork. They then discuss what they can do to make conflict on a virtual team more
productive.
Goals:
• Learn about productive conflict and why it matters
• Discover their own approach to conflict and how it may affect conflict on a virtual team
• Consider how to foster productive conflict on a virtual team
Length: 30 minutes
Activities:
• Individual
• Large group
Facilitator Materials
• The Five Behaviors® for Virtual Teams PowerPoint® deck
• Webinar or videoconferencing tool
Participant Materials:
• Scratch paper or other tool for light notetaking
• Access to facilitator’s chosen webinar/videoconferencing platform
• Access to The Five Behaviors of a Cohesive Team®: Personal Development Profile, either printed
out or viewed on a device.
ICON KEY
Page 8
PPT
28 CONFLICT AND VIRTUAL TEAMS (30 MINUTES)
PPT
[8] SAY
29
• Although it seems counterintuitive to many people, conflict can be a positive
factor on a team because it allows for open, honest debate. That is, as long as
the team engages in productive conflict.
• By that, we mean conflict that is focused on concepts and ideas and avoids
mean-spirited, personal attacks.
PPT
[8] SAY
30
• The same definition of conflict is shown near the top of page 8 of your profile.
• The gray box on page 8 describes what it looks like to have productive conflict on
Page 8 a team.
• Take a moment to read that description. As you do, think about some past teams
you’ve been on that had these attributes, and ones that didn’t.
SAY
• Can someone tell me, perhaps based on their own experience, why is conflict
truly necessary?
• That is, what problems may arise on a team that lacks productive conflict?
NOTE: While participants are reading, prepare for the next activity, in which you will
instruct them to plot themselves on the Spirited debater/Calm debater continuum.
• If your videoconferencing tool allows participants to draw/annotate directly
onto a PowerPoint slide, you can use the continuum shown on slide 32.
• If participants cannot draw on the slide, open the whiteboarding tool and
draw the continuum manually, as follows:
Spirited Calm
debater debater
[8] SAY
PPT
32 • Now let’s see where you all fall on this continuum.
Instruct participants to plot their initials at the appropriate point on the continuum.
(Or ask participants to type in the number nearest their dot into the chat.)
Give participants a minute to do this.
Then, summarize the results.
SAY
• So we see that even within this group, some people are more spirited debaters,
and others tend to be calm debaters.
• Let’s talk about what those differences might mean when it comes to conflict.
• We’ll start with those on the Spirited debater half of the continuum:
o If you disagree with someone’s ideas, how do you let them know?
If possible, paste the discussion question into the chat, so participants can see it.
Take responses from a few volunteers, ensuring that you hear from people both
near the edge of the continuum and closer to the center.
SAY
• Now let’s hear from people on the Calm debater half of the continuum.
SAY
• Now I’ll ask one more question:
o What could you do to have productive conflict with people across the
continuum from you?
SAY
• What differences have you noticed between conflict during virtual teamwork and
in-person teamwork? These may be reflected in the challenges shown here, or
they may be something else.
[8] SAY
PPT
34
• Now take a minute to view the different challenges, and select the one that’s the
biggest issue for you or your team. Or feel free to come up with your own.
• Also start thinking about what you could do to address that issue.
• In a minute, I’ll ask you share your thoughts with the group.
SAY
• Who would like to share the challenge that resonated with them?
SAY
• What are some things team members can do to address these challenges?
PPT
[8] SAY
35
• Now I’d like each of you to decide on one way that you can help promote
productive conflict on your virtual teams.
Page 10 • We’ve talked about some different possibilities, and you’ve just heard your
colleagues share suggestions. Additional ideas are shown on this slide.
• And for even more options, page 10 of your profile includes tips and habits for
improving conflict. These are personalized based on your assessment results.
• Review these different options and pick one to practice going forward, or create
one of your own.
• Write it down and save it somewhere you’ll see regularly.
SAY
• Who would like to share what they plan to work on?
Closing (2 minutes)
PPT
[8] SAY
36
• What we’ve seen today is that good teamwork in a virtual setting and an in-
person setting have a lot in common, but that there are also differences to
consider.
• And although we didn’t go in-depth into the whole Five Behaviors model, even
just building your awareness the ideas we discussed today can help you all start
speaking a common language and building a common understanding of what
effective virtual teamwork looks like.
• You have the ability to shape what that teamwork looks like. You each choose
something to work on going forward. And even small changes can make a big
difference.
• I’d encourage you to review the rest of your profile for more tips and ideas. You’ll
see how the behaviors build on one another to create a powerful framework for
effective collaboration.
• Thank you for participating in this session.