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STATE OF THE STATE
VIRUS
Body & Mind
IMPACT
Economy & Society
BEYOND
Exponential Thinking
A Jarring New Chart Shows America Needs to Immediately Brace Itself
For Historic Unemployment.
Entire Segments of the Economy Are Either Shutting Down
or Moving Online.
Professional sports and 2020 Olympics
have been cancelled
Flights between regions have been
suspended
Conferences and events have been
suspended or moved online
Schools and colleges have cancelled in
person classes and ceremonies
WORKWORLD
THE TERRAIN PRE-COVID-19
DISTRACTED DISENGAGED DISTRUSTFUL
READY OR NOT…
THE FUTURE OF WORK IS HERE
GIG ECONOMY
HOW WE WORK
FIVE GENERATIONS
WHO IS WORKING
DISTRIBUTED WORKFORCE
WHERE WE WORK
PURPOSE AND MASTERY
WHY WE WORK
ASYNCHRONOUS
WHEN WE WORK
TIME AND VALUE
WORK DEFINED
EVOLUTION
“The ultimate metaphysical ground is the creative advance into novelty.”
Alfred North Whitehead
LONG
ARC
Innovators
Early Adopters
Early Majority
Late Majority
Laggards
Evolutionary breakthroughs
In human collaboration
• <5% of the (U.S.) employed
population worked remotely at least
half the week
• 43% worked remotely with varying
frequency.
The chart shows the percentage of people who work-at-home by industry.
[Global Workplace Analytics’ special analysis of 2016 ACS data]
REMOTE WORK
THE TERRAIN PRE-COVID-19
GROWTH IN REMOTE WORK
FUTURE OF WORK TRENDS
Last 5 years
Last 10 years
Last 12 years
44%
91%
159%
Struggles and benefits of working remotely, according to people who do it regularly.
OUT OF OFFICE
FUTURE OF WORK TRENDS
• 19 years
• 600+ companies
• 10,000+ business leaders coached
• 100,000+ employees trained
• 1MM+ data points collected through surveys
• 8/10 Best Place to Work
• 10 consecutive years of growth 16.62%
• 2 Books, 2 Podcasts
• SHIFT Ventures
• SHIFT Society
BUILT FOR THIS
SHIFT DNA
SHIFT STRATEGY
THE LAST 30-DAYS
• Buoyancy
• Rapid response
• Co-create better
vision of work
• 200+ virtual strategy
sessions
• 28+ executive
communications
• 20,000 employees
transitioned to
remote workforce
• Designed customer
loyalty programs
• 12 Guides/tools
• 6 Templates
• 3 Training webinars
• 4 Live interviews
• CSR
OUR TEAM OUR CLIENTS OUR COMMUNITY
REMOTE WORK
THREE STAGES OF
Remote Work
ALLOWED
Remote Work
“FOR NOW”
ROCKING
Remote Work
Innovators
REMOTE ALLOWED
STAGE ONE
REMOTE “FOR NOW”
STAGE TWO
Innovators
ROCKING REMOTE
STAGE THREE
Innovators
• Manage your state
• Create the space
• Set a strategy for communication
• Design structure of your day
• Adjust the system
THE MAP
REMOTE WORK
FRAGILITY > ANTIFRAGILITY
MANAGE YOUR STAGE
Adversity breeds clarity of:
Aversions Attachments Abilities Alliances Approaches
Emotional
Gratitude practice
Limit screen time,
media, devices
Physical
Exercise
Supplements:
C, D, Elderberry
Mental
Routines
Sleep
Spiritual
Meditation
4, 7, 8 Breathing
FUNDAMENTAL WELL-BEING
MANAGE YOUR STATE
• What can be great about this?
• List the 25 things, you are most grateful for.
• What are you “getting” a chance to learn?
• What really matters (long form)?
• Write a letter.
GRATITUDE
TOOL: COGNITIVE REFRAMING
• Spend with family
• Gain awareness of vulnerabilities (readiness)
• Reconnect with friends and families (dance
parties/calls at the end of the day)
• De-clutter and de-commit (frivolous meetings)
• Be the student again
TIME FOR ME TO…
• Most Americans aren’t prepared to work from home and don’t have good workspaces.
• Some people have less than ideal situations and/or setups at home, leading to disruptive
or uncomfortable remote work environments.
• Parents are faced with co-existing with children and/or other family members who are also
remote, adding another layer of complexity to an already daunting situation.
• Companies aren’t prepared given the suddenness of events and transitions.
• Leaders are leading under unprecedented levels of stress and uncertainty, and now must
navigate the change with their teams virtually.
The Result…
• Clunky at best
• Disconnected at worst
WHAT ARE THE PROBLEMS?
Source: Ginger.io, 2019
83% of the workforce experiences
stress on a regular basis.
Source: Ginger.io, 2019
81% of people say stress impacts
their work.
75% of the workforce say their
bosses are the most stressful part of
their jobs.
23% report a negative workplace culture
38% say they lack time for their
personal lives
48% have cried at work
Source: The American Psychological Association
Create a dedicated workspace
Consider ideal lighting, ergonomic features (like a comfortable chair, standing desk,
padded floor mat, etc.), and potential distractions.
Keep your workspace organized and tidy
Pack away your work items at the end of each workday and regularly clean and
sanitize your space.
Ensure you have the proper hardware and software
Strong internet connection, access to tools and software your team uses for
document sharing and collaboration, webcam and microphone, and headphones or
earbuds.
Establish quiet zones
Be mindful of noise that may distract you or others. If possible, close the door to your
office. If you aren’t working in an enclosed space, find a quiet space that allows you to
focus.
Coordinate with family members or housemates
Consider developing a shared schedule with others in your home who may also be
working remotely. Share the space.
CREATE SPACE
TOOL: DESIGN YOUR HOME OFFICE
• Essentials
• Temperature Control
• Wardrobe
• Commune
• Pets
• Time with Family
• Exercise
MY SPACE…
COMMUNICATION STRATEGY
WHAT IS IT…
Communication is the response you get back
AGILE
Gain agreement
along the way
• What is the leadership thinking weekly?
• How do we want people to feel, what do we want them to think and have each week?
• What’s the best way to transition into the week?
• What’s the best was to close the week?
Weekly Map:
Other methods:
• Unplug after 5:30pm
• No emailing on the weekends
Monday
Adrenaline Calls
Leadership Meetings
Tuesday
No meetings
CEOriff: teaching
Wednesday
1:1’s
Weekly Wire Email
Thursday
Thoughtful Thursdays
Virtual Socials
Friday
Town Halls
Better YOU Closing
MACRO STRATEGY
COMMUNICATION
Dynamics
• Words 7%
• Voice Quality 38%
• Body Language 55%
MICRO STRATEGY
COMMUNICATION
“The Single Greatest Illusion, is that
Communication has taken place.”
George Bernard Shaw
• Survey tools – Google Forms, Typeform, SurveyMonkey
• File storage and document sharing – DropBox, Google Drive, OneDrive, Box
• Free video conferencing – Zoom, Whereby, Skype, Hangouts
• Online whiteboards – Miro, Stormboard
• Task management – Trello, Asana, Wrike
• Note taking apps – Evernote, OneNote, Google Drive, Notion
• Meeting planning – SessionLab, Google Sheet
• Engagement tools – 15Five, Avanoo
ENHANCE COMMUNICATION
APPLICATIONS AND TOOLS TO
MARLO
DESIGN THE STRUCTURE
Name it Define it Structure it
What is the type
of work?
What are the
most important
priorities?
How can you
leverage a better
routine?
5:15pm - Done Working
5:30pm - Make Dinner
6:30pm - Homework/Games
7:00pm - Bedtime/Read
7:30pm - Reflect/Loose Ends
8:00pm - Tea/Meditate
8:30pm - Connect
9:30pm - Lights out
5:00am - Up & Stretch
5:15am - Meditate
5:35am – Journal
6:00am - Workout
7:00am - Launch Kids
8:00am - Get Ready
8:30am - Important Relationships
9:00am - Start the day
MORNING EVENING
WHAT IS YOUR IDEAL DAY?
DEVELOP YOUR ROUTINE
Day Week Month
DESIGN YOUR IDEAL…
TOOL: DEVELOP YOUR ROUTINE
Daily touch points: Connect with a minimum of one teammate, by video, each day to mitigate feelings of
isolation. Consider scheduling flexible hours throughout the week to have casual conversations with your
teammates to ensure you feel connected and supported.
Practice togetherness: Plan and deploy small, or large group virtual gatherings (for example: wellness
classes, happy hours, meals, dance parties) so the team stays in contact both at work and in play.
Maintain face-to-face meetings: Use your webcam during video-meetings so you can see those you’re
speaking with, encourage the reading of body language, and discourage multi-tasking.
Develop a routine: Adhere to a schedule and maintain regular hours. Continue to wake up and prepare for
your day as you normally would, take frequent breaks, and when possible, have a designated end to your
workday. SHIFT’s Hour of Power is a weekly practice that can help you establish a good cadence.
Start and end your working day with rituals: Continue to adhere to your normal morning and evening
rhythms. This may include things like journaling, setting intentions, meditating, planning, sharing gratitude,
or exercising. This will help you mentally transition between work and home.
Be prepared for meetings: This means both physically and mentally. Ensure you are dressed and ready
for on-camera presentation, at least from the chest up (no one will see your sweats and slippers) and have
materials you need for the meeting laid out in front of you.
KEYS TO SUCCESS
The Hour of Power allows you to not only manage
your time, but your energy. More importantly, this
regular practice enables and empowers you to
focus on only your most pressing priorities.
• Learn to be more focused and present in every
moment
• Discover how to prioritize the most important
items each week
• Build the muscle of being more focused,
proactive, and strategic
• Create a multi-dimensional life: body, balance,
being, business and brains
ADJUST THE SYSTEM
HOUR OF POWER
47
• What didn’t I get to this week?
• What follow-up do I have for this past
week?
• What do I have coming up next week?
• What is happening over the next two
weeks that requires preparation?
BRAIN DUMP
STEP #1
48
Member Experience
• Survey customer satisfaction
• Brainstorm methods to add more value
• Positive touch points
Personal
• Go for a run or to yoga
• Read a few chapters in your book
• Write in your journal
• Have a new experience
Sales/Business Development
• Ask for referrals
• Tell your story
• Attend a networking event
• Set up a coffee meeting
Management
• Meet with your team to review numbers
and goals
• Provide mentoring or coaching
• Communicate updates around the
operating plan
You can’t do a good job if your job is all you do.
CHUNK IT DOWN
STEP #2
49
“If you fail to plan, you are planning to fail!”
Benjamin Franklin
SMART goals lead to smart outcomes
CREATE SMART GOALS
STEP #3
50
Put it on your calendar,
not just your to-do list
SCHEDULE IT
STEP #4
BODY BALANCE BEING BUSINESS
“Life is a mirror and will reflect back to the thinker what he thinks into it.”
START STOP SHIFT
REFLECT
STEP #5
What will you…
STOP START SHIFT REPEAT
CHANGE IS INEVITABLE,
PROGRESS IS NOT.
WHAT’S NEXT
Hour of Power
Podcasts
HOW CAN WE BE OF
SERVICE AND SUPPORT?

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Rocking Remote Work

  • 1.
  • 2. STATE OF THE STATE VIRUS Body & Mind IMPACT Economy & Society BEYOND Exponential Thinking
  • 3. A Jarring New Chart Shows America Needs to Immediately Brace Itself For Historic Unemployment.
  • 4. Entire Segments of the Economy Are Either Shutting Down or Moving Online. Professional sports and 2020 Olympics have been cancelled Flights between regions have been suspended Conferences and events have been suspended or moved online Schools and colleges have cancelled in person classes and ceremonies
  • 6.
  • 7. READY OR NOT… THE FUTURE OF WORK IS HERE
  • 14. EVOLUTION “The ultimate metaphysical ground is the creative advance into novelty.” Alfred North Whitehead
  • 15. LONG ARC Innovators Early Adopters Early Majority Late Majority Laggards Evolutionary breakthroughs In human collaboration
  • 16. • <5% of the (U.S.) employed population worked remotely at least half the week • 43% worked remotely with varying frequency. The chart shows the percentage of people who work-at-home by industry. [Global Workplace Analytics’ special analysis of 2016 ACS data] REMOTE WORK THE TERRAIN PRE-COVID-19
  • 17. GROWTH IN REMOTE WORK FUTURE OF WORK TRENDS Last 5 years Last 10 years Last 12 years 44% 91% 159%
  • 18. Struggles and benefits of working remotely, according to people who do it regularly. OUT OF OFFICE FUTURE OF WORK TRENDS
  • 19. • 19 years • 600+ companies • 10,000+ business leaders coached • 100,000+ employees trained • 1MM+ data points collected through surveys • 8/10 Best Place to Work • 10 consecutive years of growth 16.62% • 2 Books, 2 Podcasts • SHIFT Ventures • SHIFT Society BUILT FOR THIS SHIFT DNA
  • 20. SHIFT STRATEGY THE LAST 30-DAYS • Buoyancy • Rapid response • Co-create better vision of work • 200+ virtual strategy sessions • 28+ executive communications • 20,000 employees transitioned to remote workforce • Designed customer loyalty programs • 12 Guides/tools • 6 Templates • 3 Training webinars • 4 Live interviews • CSR OUR TEAM OUR CLIENTS OUR COMMUNITY
  • 21. REMOTE WORK THREE STAGES OF Remote Work ALLOWED Remote Work “FOR NOW” ROCKING Remote Work
  • 23. REMOTE “FOR NOW” STAGE TWO Innovators
  • 25. • Manage your state • Create the space • Set a strategy for communication • Design structure of your day • Adjust the system THE MAP REMOTE WORK
  • 26. FRAGILITY > ANTIFRAGILITY MANAGE YOUR STAGE Adversity breeds clarity of: Aversions Attachments Abilities Alliances Approaches
  • 27. Emotional Gratitude practice Limit screen time, media, devices Physical Exercise Supplements: C, D, Elderberry Mental Routines Sleep Spiritual Meditation 4, 7, 8 Breathing FUNDAMENTAL WELL-BEING MANAGE YOUR STATE
  • 28. • What can be great about this? • List the 25 things, you are most grateful for. • What are you “getting” a chance to learn? • What really matters (long form)? • Write a letter. GRATITUDE TOOL: COGNITIVE REFRAMING
  • 29. • Spend with family • Gain awareness of vulnerabilities (readiness) • Reconnect with friends and families (dance parties/calls at the end of the day) • De-clutter and de-commit (frivolous meetings) • Be the student again TIME FOR ME TO…
  • 30. • Most Americans aren’t prepared to work from home and don’t have good workspaces. • Some people have less than ideal situations and/or setups at home, leading to disruptive or uncomfortable remote work environments. • Parents are faced with co-existing with children and/or other family members who are also remote, adding another layer of complexity to an already daunting situation. • Companies aren’t prepared given the suddenness of events and transitions. • Leaders are leading under unprecedented levels of stress and uncertainty, and now must navigate the change with their teams virtually. The Result… • Clunky at best • Disconnected at worst WHAT ARE THE PROBLEMS?
  • 31. Source: Ginger.io, 2019 83% of the workforce experiences stress on a regular basis.
  • 32. Source: Ginger.io, 2019 81% of people say stress impacts their work.
  • 33. 75% of the workforce say their bosses are the most stressful part of their jobs. 23% report a negative workplace culture 38% say they lack time for their personal lives 48% have cried at work Source: The American Psychological Association
  • 34. Create a dedicated workspace Consider ideal lighting, ergonomic features (like a comfortable chair, standing desk, padded floor mat, etc.), and potential distractions. Keep your workspace organized and tidy Pack away your work items at the end of each workday and regularly clean and sanitize your space. Ensure you have the proper hardware and software Strong internet connection, access to tools and software your team uses for document sharing and collaboration, webcam and microphone, and headphones or earbuds. Establish quiet zones Be mindful of noise that may distract you or others. If possible, close the door to your office. If you aren’t working in an enclosed space, find a quiet space that allows you to focus. Coordinate with family members or housemates Consider developing a shared schedule with others in your home who may also be working remotely. Share the space. CREATE SPACE TOOL: DESIGN YOUR HOME OFFICE
  • 35. • Essentials • Temperature Control • Wardrobe • Commune • Pets • Time with Family • Exercise MY SPACE…
  • 36. COMMUNICATION STRATEGY WHAT IS IT… Communication is the response you get back AGILE Gain agreement along the way
  • 37.
  • 38. • What is the leadership thinking weekly? • How do we want people to feel, what do we want them to think and have each week? • What’s the best way to transition into the week? • What’s the best was to close the week? Weekly Map: Other methods: • Unplug after 5:30pm • No emailing on the weekends Monday Adrenaline Calls Leadership Meetings Tuesday No meetings CEOriff: teaching Wednesday 1:1’s Weekly Wire Email Thursday Thoughtful Thursdays Virtual Socials Friday Town Halls Better YOU Closing MACRO STRATEGY COMMUNICATION
  • 39. Dynamics • Words 7% • Voice Quality 38% • Body Language 55% MICRO STRATEGY COMMUNICATION “The Single Greatest Illusion, is that Communication has taken place.” George Bernard Shaw
  • 40. • Survey tools – Google Forms, Typeform, SurveyMonkey • File storage and document sharing – DropBox, Google Drive, OneDrive, Box • Free video conferencing – Zoom, Whereby, Skype, Hangouts • Online whiteboards – Miro, Stormboard • Task management – Trello, Asana, Wrike • Note taking apps – Evernote, OneNote, Google Drive, Notion • Meeting planning – SessionLab, Google Sheet • Engagement tools – 15Five, Avanoo ENHANCE COMMUNICATION APPLICATIONS AND TOOLS TO
  • 41. MARLO
  • 42. DESIGN THE STRUCTURE Name it Define it Structure it What is the type of work? What are the most important priorities? How can you leverage a better routine?
  • 43. 5:15pm - Done Working 5:30pm - Make Dinner 6:30pm - Homework/Games 7:00pm - Bedtime/Read 7:30pm - Reflect/Loose Ends 8:00pm - Tea/Meditate 8:30pm - Connect 9:30pm - Lights out 5:00am - Up & Stretch 5:15am - Meditate 5:35am – Journal 6:00am - Workout 7:00am - Launch Kids 8:00am - Get Ready 8:30am - Important Relationships 9:00am - Start the day MORNING EVENING WHAT IS YOUR IDEAL DAY? DEVELOP YOUR ROUTINE
  • 44. Day Week Month DESIGN YOUR IDEAL… TOOL: DEVELOP YOUR ROUTINE
  • 45. Daily touch points: Connect with a minimum of one teammate, by video, each day to mitigate feelings of isolation. Consider scheduling flexible hours throughout the week to have casual conversations with your teammates to ensure you feel connected and supported. Practice togetherness: Plan and deploy small, or large group virtual gatherings (for example: wellness classes, happy hours, meals, dance parties) so the team stays in contact both at work and in play. Maintain face-to-face meetings: Use your webcam during video-meetings so you can see those you’re speaking with, encourage the reading of body language, and discourage multi-tasking. Develop a routine: Adhere to a schedule and maintain regular hours. Continue to wake up and prepare for your day as you normally would, take frequent breaks, and when possible, have a designated end to your workday. SHIFT’s Hour of Power is a weekly practice that can help you establish a good cadence. Start and end your working day with rituals: Continue to adhere to your normal morning and evening rhythms. This may include things like journaling, setting intentions, meditating, planning, sharing gratitude, or exercising. This will help you mentally transition between work and home. Be prepared for meetings: This means both physically and mentally. Ensure you are dressed and ready for on-camera presentation, at least from the chest up (no one will see your sweats and slippers) and have materials you need for the meeting laid out in front of you. KEYS TO SUCCESS
  • 46. The Hour of Power allows you to not only manage your time, but your energy. More importantly, this regular practice enables and empowers you to focus on only your most pressing priorities. • Learn to be more focused and present in every moment • Discover how to prioritize the most important items each week • Build the muscle of being more focused, proactive, and strategic • Create a multi-dimensional life: body, balance, being, business and brains ADJUST THE SYSTEM HOUR OF POWER
  • 47. 47 • What didn’t I get to this week? • What follow-up do I have for this past week? • What do I have coming up next week? • What is happening over the next two weeks that requires preparation? BRAIN DUMP STEP #1
  • 48. 48 Member Experience • Survey customer satisfaction • Brainstorm methods to add more value • Positive touch points Personal • Go for a run or to yoga • Read a few chapters in your book • Write in your journal • Have a new experience Sales/Business Development • Ask for referrals • Tell your story • Attend a networking event • Set up a coffee meeting Management • Meet with your team to review numbers and goals • Provide mentoring or coaching • Communicate updates around the operating plan You can’t do a good job if your job is all you do. CHUNK IT DOWN STEP #2
  • 49. 49 “If you fail to plan, you are planning to fail!” Benjamin Franklin SMART goals lead to smart outcomes CREATE SMART GOALS STEP #3
  • 50. 50 Put it on your calendar, not just your to-do list SCHEDULE IT STEP #4
  • 51. BODY BALANCE BEING BUSINESS “Life is a mirror and will reflect back to the thinker what he thinks into it.” START STOP SHIFT REFLECT STEP #5 What will you… STOP START SHIFT REPEAT
  • 53. WHAT’S NEXT Hour of Power Podcasts
  • 54. HOW CAN WE BE OF SERVICE AND SUPPORT?