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Facilitating Communications
  within a Global Project Team:
          Practical Tips

Presenter
Jacqueline Zarro, Ph.D.
Vice President
Clinical Project Management
US Premier Research Group Limited
United States
Topics
• Communication Fundamentals
• Proactive Planning
  – Project Meetings
• Conclusions




                       2
Communication Fundamentals
• Foundation
  – Know your team members
    •   Primary and secondary languages
    •   Translator
    •   Acronym, abbreviation, jargon
    •   Time zone
    •   Preferred / necessary communication platform
         – Use of email / request follow-up
    • Culture’s working ‘style’ (delivery, planning)



                                  3
Communication: Establish (cont.)

• Roles and Responsibilities
  – Reference documents
     •   Task and responsibility ‘grid’
     •   Kick-off meeting slide deck
     •   Record presentation(s)
     •   Team list: locations and time zones




                               4
Proactive Planning
• Begin and end day with global planning
  – Prioritize your day / team requests
• Request information / initiate follow-up at time of
  day to maximize responsiveness from team based
  on time zone
• Be aware of local holidays
• “Think 6 Ws”
        Who           When           Why
        What          Where          World-wide

                              5
Meeting Planning for the
            Global Team
• Everyone is busy ~ how can you help?
  – Adjust schedules / meeting times
  – Employ effective meeting forums (teleconferencing,
    webinar, video conferencing)
  – Use “recurring meeting invitation”
     • Brief study identifier and project code in “Subject”
       line (e.g., “ABC CNS; ABC-2000”)
     • Meeting format in “Location” line
     • Back-up connectivity to meeting


                              6
Meeting Invite “Best Practices”




               7
Meeting “Etiquette” for the
             Global Team
• Meeting facilitator is responsible for:
   – Facilitating meeting
   – Introducing / reintroducing team members, as need
   – Ensuring time well spent (on-time start / end, maintaining
     focus of discussions, action outcome)
• Greetings – acknowledge time zone differences
• Allow for roll call (minimum, the parties
  represented)


                               8
Meeting “Etiquette” for the
           Global Team (cont.)
• State goal / purpose of meeting
   – Note time constraints / impact, if relevant
• Be mindful of teleconference ‘pitfalls’
   –   State each agenda topic
   –   Use “mute” button
   –   State / repeat questions, items, actions
   –   Support team members with connectivity challenges
• Time check for on-time start / conclusion


                               9
Agenda and Minute Preparation
• Agenda and Minutes
  – Send agenda minimum of 24 hours prior
    considering earliest time zone
  – Minutes sent as soon after meeting as
    possible (ideally within 24 – 48 hours for
    action item distribution)
     Mon            Tues                Wed               Thurs                Fri
 Review draft   Finalize minutes   Collect            Prepare for         Team Meeting
 Team Meeting   / agenda and       information from   Team Meeting;       held
 minutes        distribute         global team        collect any final
                                   members, as        information from
                                   needed             global team


                                           10
Other / Ad Hoc Meetings
• Send meeting invite
• Include note in body of invite to indicate
  discussion points
• Be sensitive to schedules and review the
  availability via the “schedule tab” in the meeting
  invite (if have access)
• Consider a standing meetings between any
  primary team members in order to proactively
  manage time zone differences

                           11
Conclusions
• Know your team members
• Proactively plan
  – “Think 6 Ws”
  – Time zone
  – Aid yourself and your team with helpful details
• Integrate global thinking



                         12

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Facilitating Communications within a Global Project Team

  • 1. Facilitating Communications within a Global Project Team: Practical Tips Presenter Jacqueline Zarro, Ph.D. Vice President Clinical Project Management US Premier Research Group Limited United States
  • 2. Topics • Communication Fundamentals • Proactive Planning – Project Meetings • Conclusions 2
  • 3. Communication Fundamentals • Foundation – Know your team members • Primary and secondary languages • Translator • Acronym, abbreviation, jargon • Time zone • Preferred / necessary communication platform – Use of email / request follow-up • Culture’s working ‘style’ (delivery, planning) 3
  • 4. Communication: Establish (cont.) • Roles and Responsibilities – Reference documents • Task and responsibility ‘grid’ • Kick-off meeting slide deck • Record presentation(s) • Team list: locations and time zones 4
  • 5. Proactive Planning • Begin and end day with global planning – Prioritize your day / team requests • Request information / initiate follow-up at time of day to maximize responsiveness from team based on time zone • Be aware of local holidays • “Think 6 Ws” Who When Why What Where World-wide 5
  • 6. Meeting Planning for the Global Team • Everyone is busy ~ how can you help? – Adjust schedules / meeting times – Employ effective meeting forums (teleconferencing, webinar, video conferencing) – Use “recurring meeting invitation” • Brief study identifier and project code in “Subject” line (e.g., “ABC CNS; ABC-2000”) • Meeting format in “Location” line • Back-up connectivity to meeting 6
  • 7. Meeting Invite “Best Practices” 7
  • 8. Meeting “Etiquette” for the Global Team • Meeting facilitator is responsible for: – Facilitating meeting – Introducing / reintroducing team members, as need – Ensuring time well spent (on-time start / end, maintaining focus of discussions, action outcome) • Greetings – acknowledge time zone differences • Allow for roll call (minimum, the parties represented) 8
  • 9. Meeting “Etiquette” for the Global Team (cont.) • State goal / purpose of meeting – Note time constraints / impact, if relevant • Be mindful of teleconference ‘pitfalls’ – State each agenda topic – Use “mute” button – State / repeat questions, items, actions – Support team members with connectivity challenges • Time check for on-time start / conclusion 9
  • 10. Agenda and Minute Preparation • Agenda and Minutes – Send agenda minimum of 24 hours prior considering earliest time zone – Minutes sent as soon after meeting as possible (ideally within 24 – 48 hours for action item distribution) Mon Tues Wed Thurs Fri Review draft Finalize minutes Collect Prepare for Team Meeting Team Meeting / agenda and information from Team Meeting; held minutes distribute global team collect any final members, as information from needed global team 10
  • 11. Other / Ad Hoc Meetings • Send meeting invite • Include note in body of invite to indicate discussion points • Be sensitive to schedules and review the availability via the “schedule tab” in the meeting invite (if have access) • Consider a standing meetings between any primary team members in order to proactively manage time zone differences 11
  • 12. Conclusions • Know your team members • Proactively plan – “Think 6 Ws” – Time zone – Aid yourself and your team with helpful details • Integrate global thinking 12