In Charge from Afar: How to Manage People Virtually
In Charge from Afar: How to Manage People Virtually
How to manage people is a perennial challenge for managers in all industries.
When you manage people virtually, those challenges take on a whole new element. Many aspects are just like what you will find in a co-located workplace, except you have to deal with them effectively in a remote environment.
You could say that the first challenge is finding the right people to work in a remote environment. While virtual work has become more and more common, it’s also a fact that not everyone is suited to a remote position. Some people just do better in a physical workplace. This means that you need to find the self-starters, the ones who can stay energized remotely and aren’t bothered by not having someone physically there.
Once you have the right people onboard, you’ll still be faced with a few common challenges of people management in a virtual workplace. Let’s look at some of those, and some strategies for working through them:
How You Can Manage People Virtually:
- Manage communication well
- Build trust with your virtual team
- Maintain productivity by having the right systems and tools in place
- Foster engagement and promote work culture
- Manage performance by setting clear goals and expectations
How to manage people and deal with challenges
Challenge #1. Managing Communication
When you’re managing people virtually, there’s no such thing as “management by walking around”, or any of those other common theories of management for the office environment. You can’t look over someone’s shoulder and you can’t casually drop a suggestion on your way by.
All of your communication needs to be undertaken by using modern technology in some way. Options such as email, video chat, telephone, chat app, and project management tools need to be assessed and used effectively.
That right there is one of the big communication challenges. Email inboxes are increasingly crowded so that messages get missed. Chat apps can also become too “noisy” if they’re not managed well.
All of this is before you even get to the actual messaging. Another core challenge is the effective communication and interpretation of the message. It is so easy for messages to get misinterpreted when all people have to go by is the actual words. In real life, we rely on all sorts of non-verbal cues to understand messages. Tone of voice and body language aren’t available in an email!
Here are some tips for managing communication effectively in a virtual environment:
- Consider which channels you’d like to use and how to use them to their best advantage. For example, a quick “what times do you have available on Wednesday?” message is easily communicated via chat because it probably doesn’t require a lot of back and forth. On the other hand, if you’ve got a bunch of instructions for a new project, these might best be communicated in your project management tool, where it is easy for people to refer back to the message.
- Have documented procedures that are stored somewhere for quick access. For example, if you need to explain how to use a certain tool, or what process to follow with a certain client, having it documented helps to avoid repeating yourself. It also allows for team members to quickly resolve their own questions. If you’re working virtually, there is often a lag between someone asking a question and them getting the answer that they need.
- Deliver any challenging feedback via the phone or by video chat. For example, if you’re having performance issues with a team member, actually chatting with them in real time can help to avoid misinterpretation of an email. It also shows your team members that you care enough to take the time to talk.
- Use video to communicate more complex messages (such as instructions for how to use a tool or program). Screen share videos can be an excellent replacement for sitting next to someone in-person.
- Make sure that your team knows which communication channels to use, for what and when. Within virtual teams, this can be a source of frustration and confusion. One person sends an email about something and other team members miss it, expecting that tasks they are to complete will be put into the project management tool. Make sure communication processes are clear.
Challenge #2. Gaining trust
When you work together in an office, you often build up the trust of your team by being present and managing standards and expectations consistently. You trust team members often by getting to know them, building camaraderie and seeing the results of their work.
In a virtual environment, there needs to be that two-way system of trust as well. Without it, there’s a good chance that you won’t work together effectively and that you’ll end up with high turnover.
Here are some tips for gaining trust:
- Be clear about expectations from the beginning. Have them documented and easily available.
- Be consistent about enforcing expectations and standards. If there is a policy about what happens when a deadline is missed, enforce that policy consistently across the whole team.
- Consider the things which make you feel comfortable in a workplace and trusting of a manager – they’re basically the same for a virtual environment. For example, if you’re told things in confidence, keep them that way. Be sure to also make it clear that you don’t expect people to be working at all hours. Sometimes people who work remotely can feel like another cog in the wheel – it’s up to you to make it clear that people aren’t expected to work nights and weekends, or to respond to messages within five minutes. The most successful virtual businesses tend to have communication policies that expect a response within 24 hours on a weekday. This helps to keep things realistic and ensure that people don’t feel tied to their desks. It sends the message that you care about your team members.
- Demonstrate that you trust your team to get on with the job. Checking in every hour won’t help with productivity and only says that you think they need constant “managing.” Some managers struggle with the idea that someone can be very productive outside of an office environment. If this is you, do your best to put that aside. Remember, time spent “at work” doesn’t necessarily equate to productivity.
Challenge #3. Maintaining productivity
One of the key people management skills is maintaining productivity. This is universal, whether a team is remote-based or in an office.
Productivity begins by having the right systems and tools in place. As much as possible, look to standardize processes so that they become second nature to your team. It’s much easier for someone to complete tasks efficiently when they follow the same process every time.
At the same time, not being too rigid about things that aren’t super-important can help your team to be more productive. As an example, remote-based team members usually work from home or a co-working space. The expectation is usually that there will be some flexibility around work hours, although obviously if you have reason to require people for certain times, that’s a bit different.
The fact is that every person is different in terms of when their most productive hours are. Some people are not “morning people” at all. However, those same people might power through the work later in the day when they’re feeling more energized. Some people are the opposite – they’d prefer to start early then relax in the afternoon. If you have the flexibility to allow people to work during their most productive times, it often helps with the quality of the outputs.
Productivity in remote teams is facilitated by having the right systems and tools in place.Click To Tweet
Here are some other tips for productivity:
- Use document systems which allow for easy access for those who need it. You should also easily be able to implement “version control” on documents and see the change history. This helps to ensure everyone has the most up-to-date information and that nothing is changed by mistake that can’t be easily rectified. (Good examples of this are cloud-based systems such as Google Docs).
- Have KPIs or output goals that you can track. This helps to keep everyone in alignment with what matters to the business and allows you to see if progress is being made.
- If you pay hourly instead of a salaried or project rate, it makes sense to track work hours and what people are doing with their time. You can do this easily with tools such as TSheets.
- Have a documented process for everything that you cover in your business. This not only helps current team members to self-check, but makes it easier to train new team members.
Challenge #4. Fostering engagement
Within co-located offices, managers often go to considerable effort to ensure that team members are engaged with the company and with each other. When your staff feels valued, engaged with the company, and enjoy being at work, they tend to work well together and for the company.
Most of the time, you don’t get the same opportunities in a remote environment for the team-building events or casual, watercooler conversations that help to build that engagement. You have to find other ways to promote teamwork and get people enthused about your company.
Here are some tips for fostering engagement:
- Have a chat room that is always open with a “watercooler” channel, or something similar. This encourages those casual conversations that help to build rapport.
- Have team meetings on some kind of regular schedule. This helps reinforce the team dynamic and helps people to get to know each other.
- Considering having virtual team-building events. These could be as simple as having a coffee together virtually.
- Check in with team members one-on-one from time to time to see how they are doing. This helps to communicate that you care about them!
- Promote a culture of recognition in your team. For example, give team members a shout out on your chat room for their good work.
Challenge #5. Managing performance
One of the big challenges many people managers find in a remote environment is ensuring that team members are still performing to a high standard. For some managers, it involves a mindset shift – we often worry about “what is being done” rather than what is being accomplished with regard to business goals.
“Busy work” or doing time at work don’t necessarily add up to much being accomplished. In traditional office environments, seeing someone at their desk working is often what gets used as an informal measure, but the reality is you can spend a lot of time at your desk not accomplishing much!
Here are some tips for managing performance in a remote team:
- Set clear goals for every role and use them as your measuring tool.
- Be very clear about expectations and always follow-through. It’s difficult for anyone to perform well if expectations aren’t spelled out.
- Meet regularly one-on-one with team members to go over their performance. Give praise where it is due and help them to make a plan to improve where needed. Always come back to those goals you have set so that everyone is on the same page.
- Ask for status updates, or have a team member who is in charge of keeping on top of tasks in your project management system. It’s important to encourage transparency and accountability.
Challenge #6. Building your desired culture
Every business has an internal culture, the trick is whether you’ve got one by design or by default. Where culture is not built intentionally, you can end up with all sorts of issues that you never bargained for.
Your vision, values, mission and other important aspects of your desired culture need to be clearly understood and reinforced among remote workers. They also need to be modelled by you as a people manager.
For example, if you say that your company values its customers and its team members, then you need to show it. If you’re expecting someone to work late into the night to handle last-minute requests, you’re not really practicing what you preach.
Here are some tips for creating your desired culture:
- Document your company vision and values and always refer back to them. All team members should know what they are.
- Give examples of what “living the values” actually means for your company. This helps people to understand what the expectations are.
- Keep your team regularly updated with what is happening in the company. This helps to make them feel involved and valued.
- If you can, get your team together in-person, or encourage meet-ups among team members who are located near one another.
- Show recognition for things such as birthdays, important milestones or the achieving of goals.
How to manage people in a virtual environment has many similarities to a co-located team, but some unique challenges too.
We’ve highlighted some of the most common challenges, along with tips for overcoming them. It’s critical that your remote workplace is set up intentionally, with the right systems, processes, policies, and tools to encourage success.
Of course, new hires also play a big role (a subject for another time!). Certain types of people work very well in a virtual environment, especially if you’ve set them up with the right foundations.
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