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Strategies and Tools for Managing a Virtual Staff

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This presentation is from Affiliate Summit East 2015 (August 2-4, 2015 in New York, NY). Session description: Home-based employees may mean top talent and lower overhead. But, they present challenges in HR, productivity and executing company vision. Learn strategies and tools to face these challenges head on.

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Strategies and Tools for Managing a Virtual Staff

  1. 1. Managing a Virtual Team Rachel Honoway, CEO FMTC
  2. 2. 5 Points in 18 Minutes 1.Have a Plan 2. Hire Carefully 3. Designate Systems 4. Set Policies 5. Communicate Constantly
  3. 3. 1. Have a Plan ● Define your company’s purpose ● What are your gols for the next week, month, etc? ● Document your plans ● Determine hiring needs (new product or client, data) ● Create an org chart with holes ● Create a budget & schedule to fill openings
  4. 4. 2. Hire Carefully ● Job descriptions ● Paid "tryouts" ● Contractor vs Employee ● Clear offer letters / contracts ● Training ● Be ready for a failure ● Fire before wasting time "building a case"
  5. 5. 3. Designate Systems ● Phone (RingCentral & UberConference) ● Email (Gmail) ● Document handling (Google Drive) ● Who has access to what? (LastPass) ● Where do you get in touch with everyone? (Skype) ● Tracking hours (HubStaff) ● Tracking project progress (Asana)
  6. 6. 4. Set Policies ● Require the use of designated systems ● Set expected work hours & what to do when you’re away ● Vacation and sick days ● Expenses ● Event attendance ● Social media / outward communications ● Enforce the rules for everyone!
  7. 7. 5. Communicate Constantly ● Ongoing chat ● Daily, Weekly, Monthly & Quarterly Standing Meetings/Messages ● Demand inter and cross department meetings ● Define meeting purposes and agendas ● Create feedback loops ● Annual reviews
  8. 8. Summary, Feedback and Questions Summary: 1. Have a Plan 2. Hire Carefully 3. Designate Systems 4. Set Policies 5. Communicate Constantly Feedback & Questions ● Let’s chat! ● rachel@fmtc.co

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