Management

How to manage remote staff – tips and guidelines

How to manage remote staff – tips and guidelines

Clarify types of remote working:

  • Home-based
  • Satellite offices
  • Mobile
  • Client based
  • Part or full-time remote.
  • Professional or clerical staff

Are different issues.

Myth 1– employees can take care of themselves
Myth 2– trust and control are easy
Myth 3 – unless I can see them they are not working

Successful virtual/remote working requires radical new approaches to evaluating, educating, organizing and informing workers.

Staff worry – that they will be forgotten, that they will lose promotion prospects, that they will not be trusted, that people will think they are not working when they are. Evidence is, may be benefits to both organization and individual but there really can be isolation, reduction in promotion, tendency to overwork and reduction of intra-organization communication, identification and (potentially) commitment.

Remoteness does have implications, don’t assume you know how to manage. As employees move away from office managers need to change their managerial style. There is a risk that managers can slip into communication patterns that are totally task oriented and miss verbal cues that let them know that these patterns are demotivating the staff.

Three different styles may be appropriate in different circumstances:

  • At hands reach
  • Collaboration
  • Relationship and trust

Issues include: trust, identification, socialization, control

Remote/virtual staff must clearly understand why they exist and be able to translate their purpose into actions. Research suggests greatest problem for staff and managers is still communication. Managers must become results oriented, shift from being a controller to a leader or coach. Need to develop specialised communication and planning skills, including the ability to communicate well electronically.

Managers and supervisors should:

  • Establish a relationship based on mutual confidence and trust.
  • Ensure well structured, relevant and regular communications.
  • Be available for consultation and advice – set expectations for response times (same day preferable). 
  • Ensure technology and support easily available
  • Enable and encourage good communication with other workers
  • Jointly establish precise goals and objectives (and ensure resources available)
  • Evaluate and feedback on a regular basis
  • Ensure staff participate in organizational activities and are kept informed – don’t assume they have seen the intranet notices.
  • Make sure managers and employees are clear on performance objectives and measurement.
  • Pay close attention to peer relationships, set up buddy systems and agreed forms and frequencies of communication.
  • Plan to communicate by f2f as well as telephone.
  • Set up socialization events and/or drop in facilities, ensure these are genuinely encouraged.
  • Certain areas demand f2f – particularly appraisals, salary reviews.
  • Don’t just e-mail – think before you send. Relevance and impact in particular – how will the other party respond to this? Do they need to know?
  • Re- educate managers and employees for a virtual culture, when and how often to communicate, when to talk vs. type, what to say etc.
  • Ensure staff are trained in time management and how to establish effective off-site/client-site office.
  • Set up a knowledge management/repository so staff can find out who can help on different issues.
  • Set up mentoring and coaching programmes for new or inexperienced personnel.

Practical guidelines on monitoring

  • Communicate goals clearly
  • Set priorities
  • Assess on results (set project milestones, hold periodic reviews, establish check-in periods and frequent updates)
  • Agree on results indicators and how to track these
  • Make sure/check that communications are clear and understood
  • Get regular feedback from employees co-workers and customers
  • Collect specific examples of performance related actions and results to facilitate objective performance discussions.

And do this all with an air of trust and confidence its a  balancing act for sure!

Need to focus on key areas such as communication, trust and control and expand on these.
Perhaps need to assess current mindsets and explode the myths etc.
Start by asking what problems they have in managing remote staff (if they think they don’t have any, ways to explore?)

So communication…

Consider aspects of office that technology not (yet) replaced:

  • Corporate culture and socialization opportunities
  • Creation of loyalty and identification
  • Unplanned and f2f communications – can give additional information and assess attitudes or concerns.
  • Control by observation
  • Access to additional materials
  • Symbols of corporate structure and political workings

Topics that may need addressing include team leadership, work-life balance, orienting new employees to culture and managing performance.

The nature of the information needs to be changed, as well as the medium.

It is recommended that companies:

  • Institute new information flows to replace current ways of communication.
  • Ensure all understand the strengths and weaknesses of various technologies for communicating in specific circumstances – aim to make communication more rational and considered.
  • Educate all employees on how to be more effective providers and consumers of information.

The best practice of managing diversity at work

The best practice of managing diversity at work

The business case for being positive about diversity at work is not just legal and financial; it is also closely linked to looking after your customers and your staff. Although many organisations are becoming more aware of the legal aspects of discrimination, a focus on the legislation will not change hearts and minds.

This article discusses what is meant by diversity, outlines the business case for taking a positive approach to diversity at work, and discusses the psychological underpinnings of related concepts such as stereotyping, prejudice and group membership. Most importantly it will highlight best practice for training and diversity awareness sessions, as recent research highlights that if not done correctly diversity training can actually make things worse.

What is diversity?

People vary in multiple ways, by age, personality, gender, ethnicity, religion, education, sexual orientation, morals, beliefs, hair colour, and shoe size, to name but a few! Sometimes these differences mean that some people are treated less favourably, or find things more difficult to do because of the way we create our environment to fit the ‘average’ person. Sometimes this makes people upset or angry, or they just ‘give-up’. Generally it can lead to misunderstandings and/or poor working relationships. Even if no harm was intended, in the wrong environment people can feel threatened and stressed if they perceive inequalities. It often means the organisation and the people in it are not working as effectively as they could.

The business case
Organisations in many parts of the world are beginning to take note of the benefits of a diverse and equal workforce. These include:

  • Enhanced creativity
  • Reduced employee stress
  • Increased customer satisfaction (particularly where the customer profiles are matched with staff profiles)
  • Reduced incidence of bullying or harassment
  • Improved team-working

For many this has led to increased organisational performance and a reduction in problem behaviours, (some of which may result in legal claims).

Psychological underpinnings
A wide range of psychological processes underpin both the problems and the solutions to diversity in organisations.

These include:

  • Group memberships – People have a strong need to feel part of the in-group. They like to identify with people who are similar to them and there is a strong drive to wish to differentiate from out-groups. This can lead to:
  • Categorisation – lumping people together into groups because they seem to share characteristics. This process is very beneficial to us normally as it speeds up recognition, allowing us to see that a Poodle and a Great Dane are still examples of dogs for example (and therefore potentially dangerous if they bite). However as people are so complex this generalisation process is often misleading. It is linked to our need to use:
  • Stereotyping – ideas are held about other people based solely on their membership of particular groups or their physical characteristics. Although useful when there is a need to make quick judgements (in evolutionary terms stereotyping has been helpful for our survival) they can be used unthinkingly to create prejudice and to justify discriminatory behaviour. Stereotyping can lead to prejudice – pre-judging people solely on the basis of some perceived difference.

Many of these processes are automatic, although in the right circumstances people can learn to reduce or control them. Understanding these processes, and why they are both useful and problematic, can also help us to understand which types of diversity training can be of most benefit.

Best practice for diversity training
Many organisations have started to include diversity awareness training as a standard; some are moving further forward into diversity management (which implies a step-change in systems and processes). However, some types of awareness training actually increase the processes of group membership and stereotyping, actually making the atmosphere at work worse! Groups can become defensive if made to feel responsible for inequalities and may increase their group cohesion by denigrating the out-group. Other activities have been known to increase anger, confusion, or to lead staff to deny that such situations exist in the workplace today.

The most successful interventions apply the concepts of social identity and enable re-categorisation (welcoming a broader membership into your in-group) and make salient the complexity of social identities. Such exercises have been shown to minimise bias and increase tolerance and positivity towards ‘out-groups’. Other successful interventions include simple stereotype activation sessions, where employees are then allowed to discuss why they were unable to consider non-stereotypical answers to scenarios. Examples of these include situations which can only be resolved by non-stereotypical gender roles, such as a female surgeon. Increasing awareness of our own cognitive biases and how the processes ‘work’ has been shown to increase participants’ motivation and willingness to change.

One important factor must be taken into account. Prejudice and discrimination are supported, or rejected, by organizational norms and values. Research indicates that people often become more prejudiced in public, because of the support they gain from others. Any diversity training must therefore start at the top and include everyone in the organisation, and systems and policies must be effective in demonstrating that the organisation is equal, open and fair.

Increasingly, HR Professionals are increasing their own knowledge of the psychological aspects of work, by studying advanced courses in occupational psychology or organizational behaviour. They wish to ensure that they fully understand the processes involved in their practice, and can ensure that any training and development, even if outsourced, is based on both theory and the latest evidence. Diversity is one of many areas in HR that can be more fully informed by considering psychological processes.

What is a Statement of Work (SOW)

What is a Statement of Work

A Statement of Work (SOW) is a companion document to the services agreement that consists of a narrative description of the products or services to be supplied. A statement of work is a necessity as it refines the understanding between the parties as to what must be delivered and the terms and conditions to be applied. A Statement of Work is in effect a contract between the parties for the service delivery or of a commercial understanding of how to work together in a joint activity with a client.

The typical objectives of the statement of work are to enable the contractor to clearly understand the requirements and needs of the customer organization. You wouldn’t enter into a contract with a builder to make over your house on a smile and a handshake (I hope) and neither should you enter into a commercial relations to delivery a multimillion dollar project for a website development contract either. To be clear on this don’t trust a handshake or a verbal promise always document your understanding – it is far better to spend time arguing about what must be done before the work has started. If you’ve taken the proper steps to write a thorough statement of work then no surprises should occur on delivery when what was ordered is actually seen for the first time.

The Statement of Work spells out the scope of work to be done, the deliverables, the responsibilities of each party, and any fees for services to be rendered. The SOW is created once a client feels comfortable and ready to proceed with the project or activity and documents the joint understanding of what must be achieved at each stage. The statement of work (SOW) is a management product that formally documents the products to be delivered and the associated work units to be performed under the contract.

Typical contents are:

  • Aim and objectives of the activity
  • The scope of the activity and any limitations
  • Assumptions and constraints
  • Project plan and approach
  • Governance and review points including the project management process to be used to report progress
  • Deliverables to be produced including any dependencies
  • Due dates for deliverables
  • How deliverables are approved and what quality procedures are in place.
  • The commercial considerations

Requirement of a good Statement of Work

Normally a statement of work is employed when a simpler needs requirement document cannot be used and it must describe what must be accomplished in terms of the client’s requirements. Stakeholder needs, wants, and expectations are also analyzed and evaluated before being converted into requirements. There may be items such as, reporting requirements, commercial restrictions, market research, anti-competition agreements, geographic scope etc. that must be included. It must outline all applicable quality systems including quality review processes and acceptance procedures to be used, as well as the definition of the type and extent of control that is to be exercised on subcontractors should these prove necessary. On this latter point a sub-contractor must sign up to the overall conditions and the party concerned must warrant that this is the case. Overall a SOW identifies the requirements to be satisfied not the way they must be achieved leaving the parties free to use their own expertise and skill to achieve the desired result.

Creating a statement of work is not an easy task and can be time consuming but is well worth the effort. Do not trust to partner rhetoric that suggests leaving the difficult points to later never rely on such terms ‘spirit of agreement’ – it always ends in trouble. If a statement of work is too ambiguous, it can lead to misinterpretation and future problems and a major falling out. The failure write down expectations and then to properly execute a SOW is often the reason parties end up in a dispute and the major reason why this process must be well thought through and executed.