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Managing a Virtual Team Rachel Honoway, CEO FMTC

Strategies and Tools for Managing a Virtual Staff

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Managing a Virtual TeamRachel Honoway, CEOFMTC

5 Points in 18 Minutes

1.Have a Plan2. Hire Carefully3. Designate Systems4. Set Policies5. Communicate

Constantly

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

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"

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)

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!

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

Summary, Feedback and Questions

Summary:1. Have a Plan2. Hire Carefully3. Designate Systems4. Set Policies5. Communicate

Constantly

Feedback & Questions● Let’s chat!● [email protected]