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.

Action Learning, Mindfulness and Mental Health in the Workplace

Over the past few months I have been exploring the linkages amongst action learning, mindfulness and mental health.  I have found that action learning and mindfulness are complementary and enable the development of an organisational culture that is conducive to mental health. The image above represents my current conceptualisation of the relationships amongst action learning, mindfulness and mental health.

Mental illness in the workplace

The pressures of modern life have led to the increasing incidence of people in the workplace suffering from mental illness.  This is compounded by the increase in the number of narcissistic managers.  My own experience of consulting to organisations over many years has highlighted for me the urgency of taking action in the area of mental health in the workplace.

One particular consulting experience involved helping a manager and their group to become more effective.  The senior manager exhibited high levels of narcissistic behaviours and the middle manager –  while sincere and very conscientious – lacked self-awareness and interpersonal skills.  This workplace environment was toxic for the mental health of all involved, including myself as a consultant.

Action learning and toxic work environments

In the course of my research and work as an organisational consultant and academic, I came across an action learning intervention in an educational context in South Africa that addressed the mental health issues resulting from a toxic workplace.  This doctoral study has been published in article form and is described in my post on overcoming a toxic work environment through action learning.

Around the same time, I had the good fortune to study another doctorate that addressed the trauma experienced by midwives in a hospital in New Zealand.  This research used action learning to change the culture from a punitive one to a culture that supported health professionals suffering trauma, reduced the impact of the traumatic event and enabled them to be more resilient in the face of the trauma experience. I discussed this case in my blog post on agency through action learning.

Creating a mentally healthy workplace through action learning

Reflecting on these two studies about action learning and toxic workplaces raised my awareness of the positive mental health implications of the action learning-based, manager development that I had been conducting with my colleague, Julie Cork, over more than a decade.  I came to conceptualise that manager development program as creating a mentally healthy workplace through action learning.  The perception of this program as developing a culture conducive to mental health in the workplace was reinforced by a report by two lawyers titled, Mental Health at Work.

When facilitating the Confident People Management (CPM) Program with Julie, we have the participating managers identify the characteristics of their worst and best managers.  Then we ask them to identify their feelings when working for the best managers and then when working for the worst managers.  Over more than a decade there has been almost unanimity over more than 80 programs in terms of the relevant managerial characteristics and the resultant feelings of subordinate staff.  This is independent of whether the participants are from the capital city or regional areas and does not differ substantially amongst participants of different occupations and professions – whether the participants are police officers, doctors, lawyers, scientists, mental health professionals, nurses, hospital managers or public servants engaged in child safety, accounting or marketing roles. Participant managers know intuitively what managerial behaviours are conducive to mental health and what are injurious.  We set about in the CPM to develop the characteristics of “good managers” in the program.

Mindfulness and mental health in the workplace

The research supporting the positive impact of mindfulness on mental health and its role in overcoming mental illness is growing exponentially.  The ever-growing research base in this area led to The Mindfulness Initiative in the UK and the creation of the Mindfulness All-Party Parliamentary Group (MAPPG).

The benefits of mindfulness for mental health in the workplace were then documented in two very significant reports, Mindful Nation UK and Building the Business Case for Mindfulness in the Workplace.  I have discussed this proactivity in the UK and the associated reports in a post, The Mindfulness Initiative: Mindfulness in the Workplace.

The Mindful Nation UK report incorporates feedback from the Trade Union Congress (TUC) which argues strongly that mindfulness alone will not solve the problems of toxic work environments.  They contend that organisations need proactive interventions (not just isolated mindfulness training) to ensure that organisational culture is conducive to employee well-being.  I have argued that action learning is an intervention that can develop a culture conducive to mental health.

In my discussions I take this conclusion one step further by contending that action learning and mindfulness are complementary and contribute to mental health through the development of agency and self-awareness.

Action learning and mindfulness as complementary interventions.

Reflection is integral to action learning and some mindfulness practices rely on reflection on events and personal responses to build awareness.  I have discussed the similarities and differences in these reflective practices within the two approaches in a post titled, Mindfulness, Action Learning and Reflection.

Elsewhere, I have shown  how action learning can contribute to the development of mindfulness through “supportive challenge”, mutual respect, equality and “non-judgmental feedback”.  This discussion is available in a blog post, titled Developing Mindfulness Through Action Learning.

After discussing the complementarity between action learning and mindfulness, I wrote a reflection on the previously mentioned action learning intervention designed to change a toxic work environment in an educational setting.  In this reflection, I discussed how mindfulness training could have helped the participants to exercise more fully the responsibility that came with agency.  In a subsequent post, I looked at how mindfulness expands our response ability.

In a further reflection on both the doctoral studies mentioned above, I highlighted the capacity of mindfulness to break through the “conspiracy of silence” about mental health in organisations and to strengthen both self-awareness and resilience.

The complementarity betwen action learning and mindfulness in terms of developing a culture conducive to mental health comes into sharper focus when we consider the contribution of each to “agency” and “self-awareness” in the workplace.

Action learning and mindfulness develop agency in the workplace

Drawing on the work of Tali Sharot, author of The Influential Mind, I have shown how agency is a necessary prerequisite for mental health in the workplace.  I have also explained how action learning can contribute to both employee agency and managerial agency.  One of the things that stop managers from providing employees with agency (control over their work environment and the way their work is done) is fear of loss of control.  Mindfulness enables a manager to overcome this fear, provide agency to employees and grow their own influence in the process.

I contend further that mindfulness enables agency to be sustained in the workplace for both managers and employees.  Managers are better able to realise their potential by “letting go” and enabling employee agency.  Employees, in turn, build their capacity to take up the agency provided through their own pursuit of mindfulness.  “Sustainable agency” is an organisational condition that provides a nurturing environment for managerial and employee growth and for the mental health of all concerned.

Action learning and mindfulness develop self-awareness in the workplace

When you look at the underpinning philosophy of both action learning and mindfulness you find that both actively work towards achieving self-awareness by removing the blindness of false assumptions, unconscious bias, prejudice, and self-limiting “narratives”.

Action learning and mindfulness can thus act together to build self-awareness, a precondition for mental health.  In the process, they provide the payoff from self-awareness in terms of increased responsiveness, creativity and self-management.  Action learning and mindfulness also enhance self-awareness by encouraging us to admit what we do not know.

As managers grow in mindfulness through mindfulness practices they are better able to contribute to action learning and to build a culture that is conducive to mental health.  Mindfulness helps both managers and employees to develop deeper self-awareness and to build their capacity to take up the agency provided, thus leading to a more sustainable organisational capacity for agency.

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

Image source: Ron Passfield, Copyright. 2018

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.

Mindfulness and Organisational Interventions

The Mindful Nation UK  report stated that mindfulness alone will not fix dysfunctional organisations.  Where narcissistic managers or leaders exist in an organisation, the result is typically a toxic environment for employees where they are devalued, overworked and subject to public, caustic criticism.

Mindfulness can build resilience but the desired intention is not to build people’s capacity to endure unreasonable workloads or a toxic environment.  It is designed to build their capacity to contribute to the organisation where reasonable stressors exist.

Narcissistic managers see resilience as a way for employees to “toughen up” so that they meet their unrealistic demands.  I have even heard one senior narcissistic manager say of his subordinate manager that he “needs to be more resilient” in a situation that involved ever-changing deadlines, public criticism by the senior manager in front of his own staff, constant blaming for things outside his control and demands that border on unethical behaviour.

The Mindful Nation UK report was cognisant of the very relevant views expressed by the Trade Union Congress (TUC) in its 2013 document on “Work and Wellbeing: A Trade Union Resource”.   In this resource, the TUC expressed concern that wellbeing programs were being used as a substitute for addressing more fundamental issues such as workload, hours of work and inappropriate management style.

In their discussions with the working group developing the Mindful Nation UK report, the TUC were particularly concerned about the need to address toxic work environments and not assume that mindfulness training for staff will change the level of toxicity by osmosis – that is, by unconscious assimilation of the values, ideas and skills of mindfulness by narcissistic managers who create toxic environments.

The Mindful Nation UK report recognised the validity of the TUC’s concerns by stating:

Mindfulness will only realise its full potential when it is part of a well-designed organisational culture which takes employee wellbeing seriously (p. 45)

Despite this assertion and the statement that “as an isolated intervention it [mindfulness] cannot fix dysfunctional organisations”, the report recommendations relating to mindfulness in the workplace still failed to include explicit intervention in the organisational culture.

As organisations help managers and leaders to grow in mindfulness through mindfulness training, they also need to design interventions to directly address the culture of the organisation in a planned, constructive way that creates values and behaviour consistent with those espoused in mindfulness programs.

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

Image source: courtesy of  geralt 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.