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Facilitating and Leading Cross-Functional Collaboration

A.W. Lukens and Oxana Trotsenko

In this course, you will learn the skills needed for effective cross-functional collaboration and practical tactics for applying them. Since understanding concepts intellectually is always easier than knowing how to apply them practically, you will be presented with an opportunity to practice in a low-stakes environment while being guided each step of the way. For this course, you will need a relative, friend, or colleague you could practice with. The best part? They don’t need to know they are a part of your training.

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What's inside

Syllabus

Two key roles in cross functional collaboration
Leader and a facilitator roles set the tone of cross-functional collaboration. They either help the team do their best thinking or they hinder the progress. In this module, you will learn the difference between being a leader and a facilitator. You will also learn how you can help the cross-functional team overcome the most common collaboration anti-patterns depending on the role you play.
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Facilitator crash course
Working with various leaders throughout the years, I have noticed that the skill of facilitation is grossly undervalued. Wouldn’t a leader want to know how to help a team do their best thinking or how to help the team get out of a gridlock of thoughts and ideas? A concept of servant leadership alludes to the idea that a leader is the one who helps unlock the talent, creativity and the potential of the team. Facilitation in that sense is a practical skill of serving others, helping teams find cohesion, come up with innovative solutions, challenge their own thinking and maximize customer value. In this module, you will learn how teams think so you can be prepared for the psychological depth and emotional range of working with groups of individuals. You will learn how to structure, organize, and facilitate three essential phases of any workshop: preparation, facilitation, and a follow-up.
Adding structure to collaboration
Collaboration exists for a specific purpose - to deliver desired business outcomes. Because of that, leadership always seeks to understand answers to the most common business questions - what the solution is, when it will be delivered, how much it will cost, and how much revenue it will generate. A cross-functional team must be aware of these questions and be ready to answer them or have a structured way of addressing them. In this module, you will learn ways of addressing these questions even early in the process when your team might not have an idea of what the solution will be yet. Collaboration without structure can quickly turn into chaos. To prevent this from happening, we need to address four things. First, remember what business outcomes we are trying to achieve. Second, add light structure and definition of roles and responsibilities. Third, understand how people inside and outside of the organization may impact your work, and lastly, be clear about the product vision, goal, and how we are going to deliver it. As you continue working though this module, you will learn how to address these four elements. By the end of the module, you will be equipped with tools and techniques for creating shared understanding and team alignment around the problem, vision, goals, success measures, and creating an objectives-based roadmap of the work ahead.
Turning a set of individuals into a team
Every team goes through a variation of Bruce Tuckman’s forming-storming-norming-performing journey. The pace with which people travel through that journey varies greatly, but most importantly, we can assist a set of individuals in becoming a true team. In this module, you will learn tools and techniques that will help expedite team bonding by cultivating empathy, proactively discussing common values, working agreements, bringing potential conflicts out in the open early in the collaboration process, creating collaboration space and enabling a culture of continuous improvement in co-located and distributed teams.
Process strategy for cross-functional product teams
So far we discussed interpersonal team dynamics, roles and team structure, and how to align team members around the product vision, goals and product delivery. The last topic of discussion is the team process. Or, in other words, how exactly the team will be delivering its work. By the end of the module, you will learn what key principles you should consider as you assist the team with finding the right process for them in the context of product development lifecycle.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Develops professional skills for working in cross-functional teams
Taught by Oxana Trotsenko and A.W. Lukens, who are recognized for their work in cross-functional collaboration
Highly relevant for those new to cross-functional teams
Examines interpersonal team dynamics, roles, team structure, and team process, which are core concepts in cross-functional collaboration
Equips learners with tools and techniques for creating shared understanding, team alignment, and a roadmap for the work ahead
Requires collaboration with a relative, friend, or colleague to practice concepts

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Activities

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Career center

Learners who complete Facilitating and Leading Cross-Functional Collaboration will develop knowledge and skills that may be useful to these careers:
Chief Operating Officer
Chief Operating Officers (COOs) lead the day-to-day business operations of a company, helping ensure that the company's goals and objectives are met. They oversee a range of functions, including production, marketing, sales, and human resources. The course Facilitating and Leading Cross-Functional Collaboration can be particularly valuable for COOs, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams from across the organization to achieve business outcomes.
Project Manager
Project Managers are responsible for planning, organizing, and executing projects. They work closely with cross-functional teams to ensure that projects are completed on time, within budget, and to the required quality standards. The course Facilitating and Leading Cross-Functional Collaboration can be very useful for Project Managers, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, manage project scope and timelines, and overcome challenges.
Program Manager
Program Managers are responsible for planning, organizing, and executing complex projects or programs. They work closely with cross-functional teams to ensure that projects are completed on time, within budget, and to the required quality standards. The course Facilitating and Leading Cross-Functional Collaboration can be very useful for Program Managers, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, manage project scope and timelines, and overcome challenges.
Product Manager
Product Managers are responsible for the development and launch of new products or services. They work closely with cross-functional teams to ensure that products meet customer needs and are delivered on time and within budget. The course Facilitating and Leading Cross-Functional Collaboration may be useful for Product Managers, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, understand customer needs, and develop and launch successful products.
Operations Manager
Operations Managers are responsible for overseeing the day-to-day operations of a business. They work closely with cross-functional teams to ensure that the business runs smoothly and efficiently. The course Facilitating and Leading Cross-Functional Collaboration may be useful for Operations Managers, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, improve operational efficiency, and overcome challenges.
Organizational Development Manager
Organizational Development Managers are responsible for developing and implementing organizational change initiatives. They work closely with cross-functional teams to ensure that change initiatives are aligned with the organization's goals and objectives. The course Facilitating and Leading Cross-Functional Collaboration may be useful for Organizational Development Managers, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, understand business needs, and develop and implement effective organizational change initiatives.
Training and Development Manager
Training and Development Managers are responsible for planning and delivering training programs for employees. They work closely with cross-functional teams to ensure that training programs are aligned with the organization's goals and objectives. The course Facilitating and Leading Cross-Functional Collaboration may be useful for Training and Development Managers, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, understand business needs, and develop and deliver effective training programs.
IT Manager
IT Managers are responsible for overseeing the IT systems and infrastructure of an organization. They work closely with cross-functional teams to ensure that IT systems meet the needs of the business and are aligned with business goals. The course Facilitating and Leading Cross-Functional Collaboration may be useful for IT Managers, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, understand business needs, and develop and implement effective IT solutions.
Agile Coach
Agile Coaches help organizations adopt and implement Agile methodologies. They work closely with cross-functional teams to improve team performance and agility. The course Facilitating and Leading Cross-Functional Collaboration may be useful for Agile Coaches, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, understand business needs, and help teams adopt and implement Agile methodologies successfully.
Team Leader
Team Leaders are responsible for leading and motivating a team of employees to achieve a common goal. They work closely with cross-functional teams to ensure that the team's work is aligned with the organization's goals and objectives. The course Facilitating and Leading Cross-Functional Collaboration may be useful for Team Leaders, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, motivate and inspire team members, and overcome challenges.
Change Management Consultant
Change Management Consultants help organizations implement change initiatives. They work closely with cross-functional teams to ensure that change initiatives are successful and sustainable. The course Facilitating and Leading Cross-Functional Collaboration may be useful for Change Management Consultants, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, understand business needs, and develop and implement effective change initiatives.
Human Resources Manager
Human Resources Managers are responsible for overseeing the human resources function of an organization. They work closely with cross-functional teams to ensure that HR policies and practices are aligned with the organization's goals and objectives. The course Facilitating and Leading Cross-Functional Collaboration may be useful for Human Resources Managers, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, understand business needs, and develop and implement effective HR policies and practices.
Scrum Master
Scrum Masters help Agile teams implement Scrum, a popular Agile framework. They work closely with cross-functional teams to improve team performance and agility. The course Facilitating and Leading Cross-Functional Collaboration may be useful for Scrum Masters, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, understand business needs, and help teams adopt and implement Scrum successfully.
Management Consultant
Management Consultants help organizations improve their performance by providing expert advice and guidance on a range of issues, including strategy, operations, and human resources. They often work with cross-functional teams to implement new initiatives and solve business problems. The course Facilitating and Leading Cross-Functional Collaboration may be useful for Management Consultants, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, understand the challenges faced by organizations, and develop and implement effective solutions.
Business Analyst
Business Analysts work with cross-functional teams to analyze business processes and identify opportunities for improvement. They develop and implement solutions to improve efficiency, productivity, and customer satisfaction. The course Facilitating and Leading Cross-Functional Collaboration may be useful for Business Analysts, as it will help them develop the skills needed to effectively lead and collaborate with cross-functional teams, understand business processes, and develop and implement effective solutions.

Reading list

We've selected 11 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Facilitating and Leading Cross-Functional Collaboration.
Provides a comprehensive overview of the art of facilitation. It covers the essential skills and techniques needed to facilitate effective meetings, workshops, and other group processes.
Provides insights into the factors that contribute to team success.
Provides insights into the common challenges that teams face and offers practical advice on how to overcome them.
Provides insights into the principles of lean thinking and how they can be applied to startup and product development.
Provides insights into the principles and practices of the Toyota Production System and how they can be applied to other industries.

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