Strategies for Managing Remotely

There are numerous suggestions available for managing remotely given that many people are working at home because of the social isolation associated with the Coronavirus.  In a previous post, I explored some of the challenges and opportunities involved in working from home that managers need to be aware of.  There are many common strategies employed by companies in relation to communication, support, information management, performance management, accountability and frequency and modes of interaction between managers and staff (and amongst staff themselves).  However, it is vitally important that the practices and processes of remote management reflect and reinforce organisation culture.

Reflect organisation values in remote management practices, processes and tools

While there are many suggestions regarding best practices for remote management (for example, on YouTube©), it is important not to just “copy and paste” them into your own company’s processes.  What is really needed is to build company-wide processes for remote management that reflect your company’s core values, e.g. friendliness, empowerment, accountability, transparency, consistency, inclusive.  Elizabeth Hall provides a comprehensive example of how Trello’s values are embedded in a wide range of remote management processes, systems and practices for their global organisation, e.g. virtual parties, chat system with multiple channels (work and personal), saying good morning (despite country of location) and mandatory overlap hours for working wherever in the world.

Communication practices and processes for remote management

One of the basic rules for managing remotely is to find ways to compensate for the lack of social interaction that people would normally have in a “bricks and mortar” environment.  From a management perspective, systems and processes for accountability are also important but need to be culturally compatible.  Communication strategies can be adapted to the nature of the work, location(s) of workers, time cycle of producing product and services and sensitivity/urgency of the core business.  Here are some communication strategies that companies employ to achieve these goals of social interaction, accountability and adaptability:

  • Mandatory online meetings – these can be daily or weekly and are mandatory often within a flexible working arrangement.  This ensures one form of interaction across the team and can build in accountability via a reporting mechanism (e.g. against KPIs, project milestones, or output measures). For teams that have a high level of interdependency, a daily “stand-up” meeting via video conferencing can be important to ensure that people are “in-synch” in relation to work-in-progress.  The sharing involved can take many forms, e.g. sharing “three things I did yesterday” and “three things I plan to do today”.  The manager then has the opportunity to check for coordination of effort and re-visit priorities in consultation with staff.  Some companies that have a mixed mode arrangement (work from home and work from company offices) ensure that all participants in the mandatory meetings are online (not a mix of face-to-face and virtual participation) – a practice designed to build in consistency and inclusiveness. 
  • Replicating the “water cooler” experience – finding ways to make up for the lack of social interaction of remote workers.  The processes employed are intended to build trust and understanding through mutual sharing, informal information exchange and storytelling.  Processes range from continuous online chat channels (both business and personal) to time-structured interactions for pairs or groups of four to enable them to share information about their personal life through online video conferencing (videos of the interaction can be shared more widely in the organisation with consent of the parties involved). 
  • Face-to-face interactions for the group – many companies institute an annual get together for a team (or linked teams) to create connections, build relationships, facilitate consistent communication of company information, share progress/strategies/intelligence and for forward planning.  These can take the form of retreats, conferences or workshops and incorporate games, partner interactions and/or social events.  It is important that the structure and processes of these scheduled face-to-face interactions reflect the characteristics of the company’s culture such as values, rituals and norms.
  • One-on-one interactions with the manager – ideally these entail visits by the manager to individual staff members.   However, regular and predictable one-on-one interactions are important to gauge how a staff member is coping with their work and environment and to provide a means of accountability.  It is increasingly important that managers find a balance between task and personal needs of staff when having these interactions.  In crisis times like the present, managers may need to change the balance by giving employees more slack and spending more time on personal matters to provide additional personal support.  This is necessary when working from home is enforced and not a matter of choice, when there are high levels of job insecurity and the broader environment is turbulent and uncertain.  Managers have a duty of care in relation to the mental health of their employees.  If they observe signs of mental illness, they can employ approaches such as the “R U Okay?” enquiry and access the relevant resources.

Processes and systems to support work achievement

It is important to put in place processes, systems, technology and policies to support effective remote management.  Clarity around expectations and system processes supports efficiency and effectiveness and reduces misunderstanding and conflict.  Developing protocols, practices and rituals provides some degree of certainty in a very uncertain world.  Strategies companies employ to support work achievement include:

  • Setting expectations: being clear with staff about performance and behavioural expectations is critical at the outset.  Included in this is establishing onboarding processes for new staff so that they understand what is expected of them as well as become familiar with the team’s processes and systems. It is common for different teams (e.g. system developers vs sales staff) to have different preferences about the means of communicating – e.g. email vs phone.  At the outset, the manager can support teams to develop groundrules about how they want to operate and collaborate.  For an established team, this could include exploration of the “unwritten rules” which create behavioural norms unconsciously.  Clear expectations provide the stimulus for personal motivation and contribution and the groundwork for performance management.  Some organisations employ 360-degree feedback to support performance management and identify development needs – the frequency of these feedback processes (e.g. quarterly, half-yearly or annually) will depend on the time cycle of the organisation and the need to highlight accountability.
  • Systems development: develop systems and procedures to support daily processing and achievement of team’s goals.  These should be documented and readily available to all staff.  In the absence of formal systems and procedures, information and intelligence can be lost and result in inconsistent treatment of staff and customers.  Systems should cover data storage, retrieval and editing. Cloud storage is often recommended for ease of access for remote workers. Visuals such as flow charts, diagrams and videos can be used to support communication about systems and procedures.
  • Support for workers in remote localities – often remotely located employees feel “left out” because their needs are not taken into account.  They suffer from inadequate infrastructure, the increased cost and limited availability of transportation and limited resources.  Ways to reduce the sense of isolation for remotely located workers include establishing a “buddy” system; visits by senior management; developing joint projects involving these staff and people in hub localities; and connecting them with local groups, organisations and government entities.  To help people in remote localities really feel as if they belong to the organisation, the manager can involve them in planning and review processes, ensure equitable access to training and be conscious of their timeframes (and time zones where relevant) and commitments when scheduling meetings.
  • Facilitate remote social interaction – this involves establishing a culturally appropriate way of providing fun and light relief so that staff can interact on a non-work basis.  Some groups have instituted virtual coffee breaks or lunches and others have introduced a virtual “happy hour”, while some groups with a light-hearted approach have enjoyed virtual games and parties.  Whatever form of remote social interaction you choose, it is important to encourage staff to take time out.

Reflection

Managing remotely adds considerable complexity to the role of a manager, especially in these uncertain times.  The demands for emotional agility and adaptability on the part of the manager are very high.  It is critical for remote managers to be able to manage themselves effectively in times of crisis.

With appropriate communication strategies and supportive systems and processes, a manager can help staff realise a work from home environment that is both enjoyable and productive.  As managers grow in mindfulness through reflection on experience, mindfulness practices and meditation, they will be better able to access their resourcefulness and resilience, heighten their compassion and build a sense of agency for themselves and their staff.

In his book, A Gentleman in Moscow, Amor Towles writes about Count Alexander Rostov who was evicted from his usual plush suite in the Metropol Hotel and confined to an attic room in the hotel for an indefinite period by The Bolshevik.   During an early stage of describing the house arrest, Towles shares the Count’s reflection on his confinement and depleted situation (which incorporates a salutary lesson for dealing with changed circumstances):

Having acknowledged that a man must master his circumstances or otherwise be mastered by them, the Count thought it worth considering how one was most likely to achieve this aim when one had been sentenced to a life of confinement. (p. 38-39)

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Image by Anrita1705 from Pixabay

By Ron Passfield – Copyright (Creative Commons license, Attribution–Non Commercial–No Derivatives)

Disclosure: If you purchase a product through this site, I may earn a commission which will help to pay for the site, the associated Meetup group and the resources to support the blog.

Managing Remotely: Challenges and Opportunities

Managing remotely brings many challenges and these are compounded in the current uncertain times associated with the relentless march of the Coronavirus.  Managers like their staff can be ill-prepared for the sudden change in their work location and circumstances.  Managers who are used to seeing their staff daily and being able to observe what they are working on, lose that “line of sight” and can become anxious about their perceived loss of control.  Workers themselves can experience a sense of social isolation and can lack access to timely information and adequate technology.  These difficulties can be aggravated by distractions, particularly where there are young children at home and other children who need to maintain a school study program while being unable to attend school.  Managing remotely demands increased flexibility and adaptability on the part of managers, the willingness to “cut their staff some slack” and the emotional agility to manage themselves in times of crisis.

While the challenges of remote management are personally demanding for managers, particularly in times of uncertainty, there are also opportunities inherent in the remote circumstances.  These include the opportunity to develop stronger relationships with individual staff, to build effective teamwork and to promote creativity and capacity development.

The challenges of managing remotely

Staff working from home and/or in remote locations can lose their sense of belonging very quickly and become withdrawn and disengaged.  Managers on our Confident People Management (CPM) Program report that some of the other challenges that arise are:

  • Things can get out of hand quickly
  • Staff can become demotivated because they often do not know “what is going on” (compounded by the absence of the informal, “drink fountain” conversations that often entail sharing, “Did you know that…?”)
  • Misunderstandings and conflict can arise because of the lack of information and/or communication
  • Staff can feel a lack of support because the normal supports (presence of mentors, technical experts and resources) are not readily accessible
  • The working space and/or technology of staff working from home may not be ideal
  • The potential for negative cohesion and “groupthink” to arise in the absence of the physical presence of the manager
  • Staff can experience feeling isolated and this sense of disconnection from others can compound, or be the catalyst for, mental health issues such as loneliness and depression
  • Managing poor performance can be more difficult because of the loss of “line of sight”, the lack of face-to-face interaction and the extra demands of communicating and problem solving on a more regular or routinised basis.

People ideally suited to working remotely are those who are self-reliant, strong communicators, self-directed, resilient, trustworthy and outcomes/results focused.   Unfortunately, in these times of enforced working from home arrangements, managers do not get the opportunity to decide who is personally suited to working from home and whose work is adaptable to a working from home environment.  This situation of lack of control over a critical aspect of decision making can be particularly challenging for a manager and also make performance management even more difficult because some people will not be suited to these quickly implemented, new working arrangements.  The current need for social isolation and social distancing for both managers and staff can place an added burden on the manager and can make it difficult for them to maintain a positive mindset when faced with the added challenges of complexity, uncertainty and anxiety (their own and that of their staff).

The opportunities of managing remotely

Managers on our current CPM Program report that the remote management situation has surprisingly improved their communication with individual staff when they use video as apart of remote communications technology (such as Zoom© or Microsoft Teams©).  Both managers and staff are finding it easier to share openly and with some degree of vulnerability in this new context.  They put these relationship improvements down to the lack of workplace distractions, the absence of an open office environment where privacy is sacrificed in the misguided pursuit of efficiency and a mutual sense of vulnerability (occasioned by the Coronavirus).

With the right strategies for managing remotely, managers can create opportunities for staff to develop new skills, build resilience, improve teamwork and collaboration and gain more enjoyment and motivation in their work.  As the oft-quoted English-language proverb goes, Necessity is the mother of invention – the need to do something imperative about something that is significant to working effectively, generates creativity and innovation.  Both managers and staff are forced to find new ways of working and communicating to maintain their own sense of agency and to achieve the desired team outcomes.

Reflection

There is a tendency to see only the challenges inherent in remote management because of our natural negative bias when we feel threatened or forced to go outside our comfort zone.  However, there are very real opportunities involved in managing remotely, not the least of these being the catalyst to involve managers in accelerated self-development.  As managers grow in mindfulness through meditation, mindfulness practices and reflection they can build their personal resilience, enhance their capacity to make “adaptive change” in their behaviour and more readily access their creativity and innovation.  With every challenge there is an opportunity for personal growth if the manager has worked at creating fertile ground, through mindfulness, for their own flourishing.

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Image by Anrita1705 from Pixabay

By Ron Passfield – Copyright (Creative Commons license, Attribution–Non Commercial–No Derivatives)

Disclosure: If you purchase a product through this site, I may earn a commission which will help to pay for the site, the associated Meetup group and the resources to support the blog.

Creating a Journal to Declutter Your Mind

Ryder Carroll in a TEDx Yale Talk titled, How to declutter your mind – keep a journal, highlighted the role a journal can play in helping you to overcome the busyness in your life and lead what he calls an “intentional life” – a life lived with intent, focus and purpose. He maintained that we cause ourselves stress and anxiety by cluttering our minds with things that are not important and as a result lose sight of things that matter to us.

Our thoughts are discursive – one thought follows another in an endless stream. These thoughts and our busyness are often driven by expectations – our own and those of others in our life. As discussed previously, expectations can hold us captive and erode our freedom of choice. In some organisations, busyness has become a sign of importance – where the expectation is to be “seen-to-be-doing”, rather than being and achieving.

Ryder states in his presentation that today we suffer from “decision fatigue” resulting from “choice fatigue”. At every moment of the day we are confronted with choices and decisions – you only have to try to buy a simple product at a supermarket to experience this at a micro level. Decisions take time and energy and time is a non-renewable resource – the very words, “take time”, indicate that we consume time in our lives as we live out our choice-making and act on our decisions.

Create a journal to declutter your mind

Journalling has been shown to be beneficial for many reasons – not the least of these being to improve our overall well-being. Ryder, however, emphasises the necessity of a journal to help declutter our minds and free our thinking to focus on the things that are important to us. He suggests that a journal can serve the purpose of a “mental inventory”, where you record your tasks, events and notes as a way to better manage the present, track what has happened in the past and plan your future.

He provides a simple approach to journalling that he calls a “bullet journal” and provides a very brief video to explain this approach. The name derives from the methodology of creating different forms of bullet points to identify tasks, events and notes.

Ryder highlights the importance of reflection to underpin his approach to mind management. He suggests that it is not enough just to record the relevant information but also to review what has been written. He offers three considerations that can form the basis of a daily, weekly or monthly review of your individual journal entries:

  • does it really matter?
  • is it important to achieve or realise?
  • is it merely a distraction?

Recording without reflection is just reinforcing busy behaviour – without review there is little development of self-awareness and self-management. The review can be strengthened by consciously developing a focus for our time and energies.

Developing focus and productivity through small projects

Ryder’s approach to developing focus is to identify things that are important to us to achieve and to frame them as small projects (breaking down larger projects into smaller parts or milestones). He then suggests that these are incorporated in the monthly plan of your bullet journal, while the relevant tasks that make up an individual project can be collected in a project plan or what he describes as a “collection”.

The small projects act as a point of focus in any given month, serve as a way to channel time and energy, engage your curiosity and build a sense of self-efficacy through achieving identified milestones and project outcomes. Breaking goals down into achievable parts is a proven approach to increasing your productivity. Ryder suggests that the small projects should be something that is within your control – they are free from externally imposed barriers, they are expressed as achievable tasks/outcomes and can be done in the limited timeframe of a month (which lines up with the monthly planning cycle that he recommends). These small projects give us a sense of control and increased agency which serve as a foil to the sense of losing control which comes with endless busyness.

As we develop our journal to declutter our mind and manage our time and energy, we can free ourselves to grow in mindfulness through reflection and meditation and open our lives to less stress and more creative opportunities.

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By Ron Passfield – Copyright (Creative Commons license, Attribution–Non Commercial–No Derivatives)

Image source: courtesy of raydigitaldesigns on Pixabay

Disclosure: If you purchase a product through this site, I may earn a commission which will help to pay for the site, the associated Meetup group and the resources to support the blog. 

The Positive Energy of Gratitude

Karen Newell contends from her research and experience that gratitude generates positive energy within us and around us, helping others we interact with.  Daily gratitude meditation can still your mind, open your heart and increase your connection to the world around you.  There are so many things that we can be grateful for – whether in the past or the present.

Reflection on our past – gratitude for all we have learned and experienced

Reflection on our past can open up appreciation for our parents, our upbringing, the mentors we have experienced, our friends at school and at work, our education and the opportunities that were provided to us – whether at home, at work or within our community.  A life review can give us access to these endless catalysts for gratitude.

Reflecting on our parents could open up appreciation for the opportunities they created, the sacrifices they made for us, the support they provided in difficult times and the lessons they taught us in how to live our lives.  We may have learned the enriching gift of gratitude and kindness from one or other of our parents who modelled this stance in their daily life.

Reviewing your past with openness and curiosity will increase your awareness of what you had that you can be grateful for.  When you look at the opportunities that you had in your life to date, you can see so much that opened new paths for you or consolidated existing paths.  You could even draw a snake-like image with different bends in its body to illustrate the positive turning points in your life that led to a greater source of accomplishment, contribution or personal enrichment.

Gaining positive energy from gratitude for the present 

The present offers so much to be grateful for – even the very air that we breathe so many times each day.  We can think of the knowledge, skills and understanding that we have that open opportunities on so many fronts – in our work, relationships, family and communities.

Our knowledge of technology and the internet open new ways of connecting, building relationships and creating new things – such as blogs, videos, podcasts, websites, social groups and online resources.  We can express appreciation for these opportunities and resolve to use them to better ourselves and the world around us.

There is so much to savour in our daily lives – we could savour the space of being alone, the development of our children, our achievements and rewards, nature and its beauty, the stillness and calm that comes with regular meditation practice.

As we grow in mindfulness, we can become increasingly aware of what we have to be grateful for and tap into the positive energy that will surround us and others as we express our gratitude for our past and our present.  Regular gratitude meditation will enrich our lives and those we come in contact with.

By Ron Passfield – Copyright (Creative Commons license, Attribution–Non Commercial–No Derivatives)

Image source: courtesy of Tumisu on Pixabay

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Further Reflections on an Action Learning Intervention

This post represents a further reflection on the action learning intervention undertaken by Dr. Rod Waddington in South Africa.  It follows on from my previous reflections on the values differences between narcissism and action learning.

In another earlier post, I highlighted the need to support mindfulness training with organisational interventions designed to address things like over-work, lack of agency, managerial style and toxicity.  This was the perspective of the union body in the UK and the Mindful UK Report.   Now I turn to ways that mindfulness could strengthen an action learning intervention that did address these identified issues.

In the current reflection, I want to highlight the role that mindfulness could play in enhancing the outcomes of the action learning intervention by focusing on self-awareness and resilience.

Mindfulness strengthening self-awareness

One of the outcomes that Rod’s intervention in an education setting in South Africa had in common with Dr. Diana Austin’s intervention in a health setting in New Zealand, is the personal disclosure by participants of what they were experiencing and feeling and what contributed to their pain and suffering.  In the case of the college, the disclosure related to the style of management and the toxicity of the workplace; in the health setting, midwives identified the lack of support that they received following a critical incident.

In both cases, participants had suffered in silence and not shared with others what was happening for them – they were engaged in a “conspiracy of silence”.  The collaborative environment provided by action learning enabled them to feel safe and to be open about what they really thought and felt.

If mindfulness training had preceded these interventions, participants could be more aware of themselves and more willing to share at a deeper level. Mindfulness brings with it self-awareness and increased insight into factors impacting thoughts, feelings and reactions.  Participants would also be better placed to support each other through the disclosure experience.

Mindfulness strengthening resilience

If participants in an action learning program had been exposed to mindfulness over a reasonable period and had undertaken regular practice, they would have brought a higher level of resilience to the action learning intervention.  This, in turn, would contribute to the ability to sustain the outcomes of the intervention as participants would be better able to manage setbacks and difficulties.

The potential contribution of mindfulness for an action learning intervention

As potential participants in an action learning intervention grow in mindfulness through meditation training, they bring to the intervention a greater capacity to contribute openness and honesty, make the most of the opportunities for increased agency and contribute to the sustainability of the intervention through their enhanced resilience.

By Ron Passfield – Copyright (Creative Commons license, Attribution–Non Commercial–No Derivatives)

Image source: courtesy of Quangpraha on Pixabay

Disclosure: If you purchase a product through this site, I may earn a commission which will help to pay for the site, the associated Meetup group and the resources to support the blog.

Clarity through Mindfulness

Recent neuroscience confirms that mindfulness develops clarity of mind.  This is reinforced by the experience of Chade-Meng Tan through the Search Inside Yourself mindfulness program conducted at Google over the past ten years.

We are able to see things more clearly because our mind is uncluttered by constant, random thoughts or overcome with emotions such as anxiety or fear. We are better able to understand what we see, learn from that understanding and put that learning into practice.

We often have knowledge and skills that we do not utilise in an opportune moment through lack of focus – clarity enables us to more readily access what we know and can do.

Clarity allows our subconscious to work effectively free from the constraints of constant brain chatter and anxiety – and this frees up our capacity for creativity.  Anxiety and fear are real impediments to creative activity.

Through clarity we are better able to see and seize opportunities as they arise.  If our minds are elsewhere, the past or the future, 49% of the time, then we will miss opportunities that come our way.

Clarity helps us to keep things in perspective, so that little things or events are not “blown out of all proportion”.  We are better able to see things for what they are.

An important aspect of clarity is the capacity to better understand what is occurring in conflict situations – we gain a clearer insight into the identity issues for us and for the other person.  We can more clearly see and understand things from their perspective and adopt a more effective response.

Clarity enables us to more accurately appreciate what we access through our senses – sight, sound, touch, taste and smell.  We are less prone to have our sensory perceptions contaminated by negative emotional memories held deeply within our limbic system.

As we grow in mindfulness, we gain clarity – we see things more clearly, understand things better, are more open to opportunities and creative endeavour and are more sensitive to the needs of others.  Clarity impacts many facets of our daily lives, not just our perceptions and mental activity, but also our interactions with others.

So it makes it well worthwhile to maintain mindful practice in pursuit of calm, clarity and happiness.

By Ron Passfield – Copyright (Creative Commons license, Attribution–Non Commercial–No Derivatives)

Image source: courtesy of pompi on Pixabay