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General Information

Length and Learning Modes: In-person classes – 2 days / Virtual (Live online) – 4 sessions

In our mobile, global world, nearly every team is virtual to some extent. Creating an effective team when collocated is challenging enough. When the team spends little or no time together in the same space and time, getting team members to identify with the team requires approaches unique to a virtual environment. Keeping virtual team members engaged once the team has formed also makes demands on a team leader that are more time-consuming, and often less comfortable, than when the team is working face-to-face. Getting things done in today’s workplace takes tools, skills, and strategies that work across space and time.

Participants in this course will develop skills and learn techniques to work effectively with teams in which team members have little or no face-to-face communication. It covers all aspects of working virtually, from recognizing types of virtual workers and teams, to working with cultural and language differences, to handling conflict. Workshops with special emphasis on facilitating and eliciting requirements will provide students with opportunities to utilize the best practices for preparing a team to work effectively in a virtual environment, as well as tactics for keeping virtual team members connected to each other and committed to the project and organizational goals.


Some experience working on projects or with team members in a virtual environment is helpful, but not necessary.

Skill Level: Basic

Process analysts, business analysts, project managers, business process owners, general business staff, and anyone who needs the skills to understand, model, and manage business processes.

Development Units:
PDUs: 14
CDUs: 14
CEUs: 1.4


Both our Traditional and Virtual classes use the same materials.

  • Comprehensive study guide with PowerPoint slides and detailed notes to serve as both an in-class guide and on-the-job reference.
  • Scenarios and role play exercises that provide realistic examples to practice the skills and tools presented.
  • Workshop and exercise solutions.
  • Class and team discussions to reinforce the information presented.

Virtual Basics

  • Types of virtual organizations and teams
  • Exercise: Create something as a virtual group
  • Stages of virtual team develop
  • Exercise: Identify challenges of virtual team development
  • Virtual communications model
  • Challenges and Opportunities
  • Exercise: Identify concerns, advantages of virtual work scenario             

Preparing for Virtual Teamwork

  • Characteristics of effective virtual teams
  • Facilitating Factors for virtual team success
    • Technology Factors
    • People Factors
      • Effective leadership
      • Team members
      • Workshop: Evaluate People Factors for current virtual work environment
    • Team Factors
      • Team identity and purpose
      • Workshop: Complete Team Factor section of Virtual Team Playbook (VTP)
    • Process Factors
      • Operating guidelines
      • Communication standards
      • Decision making
      • Conflict resolution
      • Workshop: Complete Process Factor section of VTP
    • Organization Factors
      • Workshop: Complete Organization and Technology Factor sections of VTP

Engaging Virtual Team Members

  • Engagement – what it means and why it is critical in a virtual environment
  • Building connections across time
  • Building connections across space
  • Exercise: Start a virtual meeting without “jumping right to business”
  • Virtual drive-bys
  • Exercise: Practice virtual drive-by
  • Building connections across culture
  • Understanding key cultural characteristics
  • Exercise: Score a culture based on cultural dimensions discussed
  • Cross-cultural communication challenges
  • Exercise: Match communication challenge to solution(s)

Working with Virtual Team Members

  • Exercise: Practice many-to-few virtual meeting
  • Virtual meeting best practices
  • eMail best practices
  • Scribing in a virtual environment
  • Managing up and out virtually
  • Facilitating and eliciting in a virtual environment
  • Eliciting requirements virtually
  • Exercise: Role play active listening in virtual environment
  • Creating in a virtual environment
    • Linear techniques
    • Intuitive techniques
  • Exercise: Facilitate virtual session using creativity technique

Virtual Team Challenges

  • Virtual team challenge considerations
  • Evidence of virtual team health
  • Symptoms of virtual team problems
  • Keys to virtual team performance
  • Identifying virtual team issues – Sociograms
  • Addressing virtual team challenges
  • Exercise: Facilitate a virtual session and create a Sociogram to identify team issues

Virtual Team Development

  • Building the virtual team
  • Cultural considerations in virtual team building
  • Closing virtually
  • Celebrating virtually
  • Exercise: Develop plan to introduce new virtual team member and celebrate virtual team accomplishment


  • Exercise solutions



Watermark Learning constantly improves its course offerings to ensure the best training possible and to keep you abreast of the latest industry trends. As a result, this outline is subject to change.

Early Bird Pricing applies to registrations that are paid for by the Early Bird Date. Cannot be combined with any other offer or discount unless Early Bird pricing results in a higher discount. In that case Early Bird pricing will override any lower discount offer.

No bulk discounts are applicable to this item.