Delegation is a critical part of leadership and team success. It has always been a tricky area, even before many workers moved to working virtually. What is your state of confidence and comfort with delegating, especially if you are working in the remote and virtual space?

Given that many things get MAGNIFIED in the remote space – the good, the bad and the not so great, what is important for you to focus on?

As with many items, let’s go back to the basics around delegation. Starting with the 5 Ws, consider the:

• WHAT
• WHY
• WHEN
• WHERE
• WHO and
• Of course, add the HOW

All of these elements are critical to discuss in the digital delegation space. Of particular note be sure to share as much as possible around the:

• WHAT - What’s really needed with this task? Be clear on what the end result is and what “success will look like”. Moving back to a management by objectives framework, how many of us led pre-internet, can be useful in terms of getting granular about what’s expected?
• WHY - The why around delegation often gets missed. What is important about this task? How does it fit into the bigger picture? Have you shared enough about the context? Remember, in the virtual space we often doing look “beyond the screen”. What’s important to share around this piece?
• WHEN - Be sure to build in enough checkpoints for this. What are the milestones and when will you check in?

There’s a tendency to not delegate because it’s unclear what other’s may have on their plate. This is where regular communication and one-on-ones become critical for discussion.

What are the elements which are important to note around delegation in the digital space? Be sure to check out other Teams365 posts on Delegation here.
​
Enjoy your week,
Jennifer

Earlier this year I shared a post on ten things you would want to make sure you took time to schedule. You can read Teams365 #2199 post here.

As we moved into the months of January and February a lot of our focus was on getting up to speed, and with the pandemic taking a lot of attention in recent months, some of these activities may not have been on the radar as much. I thought it would be useful to go back and take a look at these areas:

#1 – Team Meetings – Make them consistent and regular. It’s likely that you won’t be able to have everyone at the table (or the screen). Make sure that you create shared team agreements of what team members need to do if they are not present for meetings.

#2 – Meetings with Your Boss – Have you scheduled in time with your direct line manager? Keeping visible and being in regular communication is essential in today’s workplace. Corporate priorities can change quickly as can your boss’ priorities. How often are the two of you meeting? What format are you using? What’s important for them to know?

#3 – One-on-Ones with The Team – While group and team meetings are great, team members still need some 1-1 time. Be sure to schedule in some time with your team on a regular basis. Are you aiming for monthly 1-1 conversations? Quarterly deeper dives? Daily touchpoints? As a team talk about expectations and make agreements about who is responsible for scheduling and follow up.

#4 – Team Development Time – As I shared in yesterday’s Effective Virtual Conversations tip, team development time is critical and is often overlooked for virtual teams. Teams don’t just excel by osmosis! They need time to get to know each other, clarify how they are operating and focus in on what’s important.

#5 – Strategic Thinking Time — Are you leaving yourself enough time for reflection and thinking? Be sure to leave in enough time for strategic thinking. This can include creating, or revisiting your VISION, MISSION and MANDATE. Taking time to think strategically is important so that you have a clear big picture with a longer-term horizon. With things changing rapidly, the strategic horizon of 1, 3 or 5 years down the road can be invaluable in helping us keep moving, and not getting too set back by the small changes which can feel frenetic.

#6 — Time to Get Things Done — With meetings, communication and email taking a lot of time, what time are you leaving for yourself to get things done? For some professionals, it means coming into the office early to tackle key tasks for 30-60 minutes before others arrive. For others, it means booking a conference room and closing the door. Notice when you are most productive and when it’s important to get things done.

# 7 – Learning Time – What are your learning and development goals this year? Embracing ongoing learning has never been more important. What are the skills, processes and approaches which are going to help you do your best work? Note that learning can take many forms: including in-person programming, virtual learning as well as on-demand learning. Finally, peer learning (see #9) is another set of approaches.

#8 – Feedback Time – What feedback touchpoints are you building in throughout the year? Feedback in many organizations has moved to an ongoing cycle, and it can be important to make sure that it is happening regularly. Block off time in your schedule to get it done.

#9 – Peer Learning Time/Mentoring Time — What is the peer learning you want to undertake this year? Is it possible to do some job shadowing or pair with a peer partner throughout the year to compare notes, share resources and learn from each other?

In addition to peer learning, what about identifying a mentor in your organization or industry who can share their experience in order to help you understand “what’s below the waterline”?

#10 – Time Within Your Industry or Outside Your Regular Scope of Work — Finally, industry connections are key. Keeping current in your area of work may be as important, or more important, in the medium- and longer-term. What connection into professional associations are going to support you this year?
 
What do you want to make sure you make time to focus on?

Best,
​Jennifer

Jennifer Britton
Potentials Realized | Coaching Team Leaders | Remote Pathways Podcast
Team and Leadership Development | Coaching | Everything DiSC
Phone (416)996-8326

Get your Q2 planning on with the PlanDoTrack Workbook and Planner or Coaching Business Builder

Looking to enhance your virtual conversations? Webinars? Pick up a copy of Effective Virtual Conversations at Amazon, or join me for the Virtual Facilitation Essentials program

Contact us to discuss how we can support you and your teams and organization with remote work.

Check out upcoming virtual programs on our calendar
​
PDF copies of PlanDoTrack now available! Get yours here. ​

As a former remote team leader of a very diverse team spread across almost 10 countries, I spent a lot of time for many years in one-on-one conversation with my team members. I still get a lot of requests from both new and seasoned team leaders about how they can amplify their one-on-one time with remote team members.

Our role as leaders in the remote space shifts significantly to one of an ENABLER, COACH and LIAISON. With our team spread out across areas we cannot see, empowerment is key. Time spent on a regular basis with the team collectively, as a well as individually is paramount. When operating in the remote space it’s not so much about taking the time to catch up on work, but rather to be proactive in keeping the conversation going and building capacity of the team to do their best work.

With one-on-ones (simply an individual conversation) with each team member in the virtual space, you may want to get into the practice of scheduling these, in addition to regular team meetings and possibly peer meetings, on a regular basis. That might mean weekly or even bi-weekly.  The more frequently you do them, the shorter they may be, and they may shift from an updating meeting to a strategizing meeting.

As I wrote back in 2017 in another Teams365 post:
​
Incorporating some of the questions I share in that post, here’s a list that you might consider exploring together:

1. Tell me a little about how it’s going and what you are focusing on right now?
2. How are things going with your work and tech set up?What are your key priorities right now?
3. What support could you benefit from? From me? From Others?
4. Are there any resources (people, information, budget) you need in order to do your best work?
5. What’s motivating you right now?
6. What strengths are you leaning into?
7. What feedback are you getting/do you need?
8. As you reflect on your own performance, how are things going?
9. What's going to help you get the results you need/ we want? OR What’s helping you excel?
10. What is the one change which will help you with this task?
11. What feedback loop can we put into place to support all of our work?
12. Any feedback for me?

Set up a time to meet for your next meeting and make sure it doesn’t suffer from meeting creep!

One-on-ones should also be considered in tandem with other supports such as overall team development and connection events. Are you getting together (virtually) for some informal social time? Perhaps you do a virtual potluck. Are you getting together virtually to learn something or discuss a new skill area? Everyone in the remote space can benefit from leadership and other skills such as listening, decision making, prioritizing, not only the team leader.

Enjoy the conversation!
Jennifer

Jennifer Britton
Potentials Realized | Coaching Team Leaders | Remote Pathways Podcast
Team and Leadership Development | Coaching | Everything DiSC
Phone (416)996-8326

Get your Q2 planning on with the PlanDoTrack Workbook and Planner or Coaching Business Builder

Looking to enhance your virtual conversations? Webinars? Pick up a copy of Effective Virtual Conversations at Amazon, or join me for the Virtual Facilitation Essentials program

Contact us to discuss how we can support you and your teams and organization with remote work.

Check out upcoming virtual programs on our calendar
​
PDF copies of PlanDoTrack now available! Get yours here. ​

As we move into 2020, it’s easy to get swept up into the “doing” of work right away. Before the year gets further ahead, take a few minutes to be sure that you get these items scheduled in…

#1 – Team Meetings – Make them consistent and regular. It’s likely that you won’t be able to have everyone at the table (or the screen). Make sure that you create shared team agreements of what team members need to do if they are not present for meetings.

#2 – Meetings with Your Boss – Have you scheduled in time with your direct line manager? Keeping visible and being in regular communication is essential in today’s workplace. Corporate priorities can change quickly as can your boss’ priorities. How often are the two of you meeting? What format are you using? What’s important for them to know?

#3 – One-on-ones with The Team – While group and team meetings are great, team members still need some 1-1 time. Be sure to schedule in some time with your team on a regular basis. Are you aiming for monthly 1-1 conversations? Quarterly deeper dives? Daily touchpoints? As a team talk about expectations and make agreements about who is responsible for scheduling and follow up.

#4 – Team Development Time – As I shared in yesterday’s Effective Virtual Conversations tip, team development time is critical and is often overlooked for virtual teams. Teams don’t just excel by osmosis! They need time to get to know each other, clarify how they are operating and focus in on what’s important.

#5 – Strategic Thinking Time — Are you leaving yourself enough time for reflection and thinking? Be sure to leave in enough time for strategic thinking. This can include creating, or revisiting your VISION, MISSION and MANDATE. Taking time to think strategically is important so that you have a clear big picture with a longer-term horizon. With things changing rapidly, the strategic horizon of 1, 3 or 5 years down the road can be invaluable in helping us keep moving, and not getting too set back by the small changes which can feel frenetic.

#6 — Time to Get Things Done — With meetings, communication and email taking a lot of time, what time are you leaving for yourself to get things done? For some professionals, it means coming into the office early to tackle key tasks for 30-60 minutes before others arrive. For others, it means booking a conference room and closing the door. Notice when you are most productive and when it’s important to get things done.

# 7 – Learning Time – What are your learning and development goals this year? Embracing ongoing learning has never been more important. What are the skills, processes and approaches which are going to help you do your best work? Note that learning can take many forms: including in-person programming, virtual learning as well as on-demand learning. Finally, peer learning (see #9) is another set of approaches.

#8 – Feedback Time – What feedback touchpoints are you building in throughout the year? Feedback in many organizations has moved to an ongoing cycle, and it can be important to make sure that it is happening regularly. Block off time in your schedule to get it done.

#9 – Peer Learning Time/Mentoring Time — What is the peer learning you want to undertake this year? Is it possible to do some job shadowing or pair with a peer partner throughout the year to compare notes, share resources and learn from each other?

In addition to peer learning, what about identifying a mentor in your organization or industry who can share their experience in order to help you understand “what’s below the waterline”?

#10 – Time Within Your Industry or Outside Your Regular Scope of Work — Finally, industry connections are key. Keeping current in your area of work may be as important, or more important, in the medium- and longer-term. What connection into professional associations are going to support you this year?

As you think about this year, what is going to support you best?

Best wishes, 
​Jennifer

Here we are again at the end of another week. This week’s focus has been on FOCUS and starting to consider year-end activities. If you didn’t catch all the blog posts this week, here’s a chance to catch up.

Take a look back at the following blog posts:

• Saturday’s Weekly Journaling Prompt around “I want to let go of….”
• Friday’s Flashback on Planning a Virtual Co-working Session (Teams365 1733)
• Thursday’s Team Building Tip with questions to consider around results.
• Wednesday’s Focus on planning and scheduling the last one-on-ones of the year
• Tuesday’s Focus on Creating FOCUS in the Last Mile of the Year
• Monday’s focus on Effective Virtual Conversations Tip: Skill of Design in the Virtual Space (part 3)

Enjoy your review!
​
Best wishes,
Jennifer

Jennifer Britton – Potentials Realized 
Leadership | Teamwork | Business Success
Author of multiple books including Effective Virtual Conversations (2017), PlanDoTrack (2019) and From One to Many: Best Practices for Team and Group Coaching (2013)
Follow along with the #90DaysPlanDoTrack series over at Instagram @CoachingBizBuilder 
Join the conversation at the Conversation Sparker Zone - our online community where you can explore virtual and team issues, coaching, productivity and business development.
Pick up a copy of Volume 1 of the Weekly Journaling Prompts in a digital format. Print it out and take it with you for some inspiration and writing on the go! Available at the Potentials Realized Store.
For those looking for tips, tools and ideas about remote work and support for your remote teams, be sure to check out these tags and resources. ​

As we step into the “last mile” of 2019 (i.e. the last six weeks, give or take a few, especially if your business shuts down for the holidays), one of the key activities you will want to make sure you build in time for is a set of year-end one-on-ones with staff. While many organizations have moved to an ongoing feedback and performance management culture, it can be important to ensure that final one-on-ones don’t get forgotten in the rush of year-end.

Some of the elements you may want to include in your final one-on-ones are:

• A look back at the key highlights for the individual this year.
• Reflections and sharing on key performance witnessed – things that they did very well, times when you saw their strengths in action.
• What were their major accomplishments? What skills and experiences were learned/acquired? How can this support them going forward?
• Discussion around areas for growth and improvement in the new year.
• Looking ahead to the new year, what are the key priorities based on organizational and department goals?
• What are their key learning goals? Where do they want to grow? What changes do they want to make?
• Support needs for the new year.
• Learning needs for the new year.  Identification of any areas they would like to acquire more skills within in their work.
• Goals they have for themselves and their career.

What other items might you include in your year-end one-on-ones? Every team and organization is different. While not all of these categories may reflect the type of performance conversations you typically have, it can be useful to invite your team to consider the bigger context of their work (i.e. how has this year helped them with future career aspirations).

While it’s top of mind, I hope that you will take a few minutes to make note of the questions you want to include in everyone’s discussion.

Enjoy!
​Jennifer

Jennifer Britton – Potentials Realized 
Leadership | Teamwork | Business Success focusing on the Virtual and Remote Space
Author of Effective Virtual Conversations (2017), PlanDoTrack (2019) and From One to Many: Best Practices for Team and Group Coaching (2013)
Follow along with the #90DaysPlanDoTrack series over at Instagram @CoachingBizBuilder 
Join the conversation at the Conversation Sparker Zone - our online community where you can explore virtual and team issues, coaching, productivity and business development.
For those looking for tips, tools and ideas about remote work and support for your remote teams, be sure to check out these tags and resources. ​
Coming soon - the Remote Pathways™ Podcast

Today’s blog post continues this month’s focus on remote work myths and pitfalls. Today’s myth is a common pitfall – “out of sight equals out of mind”. In fact, both research and practice have shown the need for more consistent and frequent communication to keep things moving on remote teams.

​This can be accomplished via a number of avenues including:

• Creating opportunities for peers to connect on a regular basis. This might include more formal activities, or it might include more informal events like virtual potlucks or co-working sessions. In a remote team, focus should be made on providing regular peer connections.
• Consistent meeting times for the team. It can be a very slippery slope when remote teams try to find a time when everyone is available. This may never happen! Get into the practice of establishing a set time so everyone can start adjusting their schedule to meet this. For those that are not there, have peer partners provide an update and/or check in.
• Put attention on team development for the team. It’s often assumed that remote teams don’t need a focus, however, if we treat everyone as separate bubbles, it’s really hard for people to feel part of a bigger entity. Research in the last few years has found that only about 1 in 4 remote teams do put a focus on team development. Going back to the basics around team effectiveness, teamwork skills and building a team identity can go a long way. AND it can be done virtually as well!
• Build a strong team identity. Team culture is key in remote team success. It helps with connection and alignment. Check out past posts I’ve written on team culture and team identity in the last few months.

Ensuring regular one-on-ones with staff. Be sure to check out past Teams365 blog posts for more on hosting 1-1 calls, and questions you might ask. 

What’s going to support your team from not feeling “out of sight and mind”.

Enjoy your conversations,
Jennifer

Jennifer Britton – Potentials Realized 
Leadership | Teamwork | Business Success
Author of multiple books including Effective Virtual Conversations (2017), PlanDoTrack (2019) and From One to Many: Best Practices for Team and Group Coaching (2013)
Follow along with the #90DaysPlanDoTrack series over at Instagram @CoachingBizBuilder 
Join the conversation at the Conversation Sparker Zone - our online community where you can explore virtual and team issues, coaching, productivity and business development.
Pick up a copy of Volume 1 of the Weekly Journaling Prompts in a digital format. Print it out and take it with you for some inspiration and writing on the go! Available at the Potentials Realized Store.
For those looking for tips, tools and ideas about remote work and support for your remote teams, be sure to check out these tags and resources. ​

​This week’s Flashback Friday takes us back to a spring 2018 on 19 questions to be asking during one-on-ones, project debriefs, and I thought it would be useful to share in light of recent posts about listening and questioning.

Here’s what I wrote in Teams #1562 

Today's post focuses on questions to spark discussion around three key spring start up activities. In these three areas mentioned in yesterday’s blog post - one on ones, planning and project debriefs.

Today’s post dives into a series of questions you’ll want to ask yourself, and your team, in three key spring areas. Whether you are a team leader, member or even business owner, this may be one of those posts that you want to highlight and return back to.
 
One on Ones:
One on ones with your team are critical on a regular basis. Unfortunately, they are also the things that usually get left at the bottom of the to-do-list. While each team leader will have their own frequency of holding these with team members, you do want to make them regularly consistent. Some of the questions you may want to incorporate into your upcoming one on ones are:

1. What are your key priorities this quarter?
2. What support do you need in order to be successful? (From me, from others on the team)?
3. How frequently would you like us to connect?
4. What’s going to help you stretch as a professional? What’s going to be the challenge for you this?
5. What are the partnerships or relationships which are going to help you be successful?
6. What check ins will be useful (time, frequency, type) to see how things are going?
 
Project Debriefs:
​Projects large and small deserve a bit of post-mortem or debrief. Here is a selection of questions you may want to incorporate into your next project debrief.

1. What worked well with that project?
2. What were the three critical success factors (i.e. things that mad the project a success)
3. What key lessons were learned?
4. Which projects do they need to be carried forward into? Who else could benefit from hearing about these lessons learned?
5. What needs to be avoided at all costs in future projects?
6. What systems helped with teamwork, roles, tasks and resources?
 
Planning:
​If you haven't had the chance to undertake some planning, grab a pen and work through these questions. They are also ones you may want to share with your team:

1. What are the top 3 -5 priorities this month?
2. Who (or what relationships) is/are needed in order to make this a success?
3. What’s the one habit that will help these projects?
4. What might get in the way?
5. Where are you getting the bulk of your results right now? How can you do more of this? What do you need to say no to?
6. What can get delegated or deferred?
7. What tasks are not adding value and need to be dumped?

​Enjoy the questions. Share your favorite here in the comments!

​Best wishes,
​Jennifer

​Jennifer Britton – Potentials Realized 
Leadership | Teamwork | Business Success
Author of multiple books including Effective Virtual Conversations (2017), PlanDoTrack (2019) and From One to Many: Best Practices for Team and Group Coaching (2013)
Follow along with the #90DaysPlanDoTrack series over at Instagram @CoachingBizBuilder 
Join the conversation at the Conversation Sparker Zone - our online community where you can explore virtual and team issues, coaching, productivity and business development.
Pick up a copy of Volume 1 of the Weekly Journaling Prompts in a digital format. Print it out and take it with you for some inspiration and writing on the go! Available at the Potentials Realized Store.

​Mid-year also beckons for a mid-year systems check. Are things working the way you would like them to?

If you are an entrepreneur, consider exploring the following:

• Client data
• Financial info – accounts receivable, cash flow projections, invoicing, accounts payable
• Marketing
• Strategy
• Reporting

 
If you are a team member consider these things:

• Reporting
• Successes
• Technology
• 1-1's
• Budget requests
• Peer meetings
• Meetings with mentors
• Meetings with partners

 
If you are a team leader, consider these things:

• Feedback conversations
• 1-1 coaching conversations
  
• Reporting
• Team successes
• Meeting with you boss
• Meetings with your mentors

 
What are the activities you want to make sure you schedule?
​
Enjoy the conversations,
Jennifer

Jennifer Britton – Potentials Realized 
Leadership | Teamwork | Business Success
Author of multiple books including Effective Virtual Conversations (2017), PlanDoTrack (2019) and From One to Many: Best Practices for Team and Group Coaching (2013)
Follow along with the #90DaysPlanDoTrack series over at Instagram @CoachingBizBuilder 

Pick up a copy of Volume 1 of the Weekly Journaling Prompts in a digital format. Print it out and take it with you for some inspiration and writing on the go! Available at the Potentials Realized Store. It's a great mid-year activity!

We turn our attention to teamwork in uncertainty in today’s post, as well as tomorrow’s. One of the most important foundations for teams moving through change, uncertainty and volatility is TRUST.

Trust is an essential precursor to effective team work. It doesn’t just form. We need to be intentional in creating it.

As I write in my book Effective Virtual Conversations, there are many things we can do to build trust and connection in the virtual space including:

1. One on One Time: Having regular calls with your team members to check in around how things are going, as well as what their needs are from you, and from the team.
2. Group or Team Agreements (Ways of Working): Creating shared agreements around HOW you will operate as a team. This helps to create safety, an essential precursor to trust and connection.
3. Create shared expectations: What does everyone expect from each other? What are your expectations of how you will operate as a team?
4. Breakouts: Using breakouts regularly in team meetings can help people get to know each other better. Breakouts enable people to connect with one or two others for short periods of time around key discussion areas.
5. Paired partners: Assigning partners across the team. In my former work we called these peer partners and we rotated it on a regular basis – i.e. every 6 months. The role of the peer partner was to connect on a bi-weekly or monthly basis with another team members to chat and connect, sharing a little more about key projects and tasks they were working on, and focusing in on learning more about their partner. Brainstorming around key opportunities and challenges also ensued, as did some formal and informal mentoring.
6. Being clear about process and what to expect: Trust is also built on virtual calls by letting people know what to expect about process and key items.
7. Connect people early on with their WIIFM (What’s In It For Me?): Connecting people around their What’s In It For Me at the start of the call, helps to connect people with the relevance and importance of the topic in their world. Without this, it is unlikely that we will listen.

What will help to build trust and connection for your team members?

Another key element to helping teams thrive in uncertain environments is connection. Knowing other members of your team – who they are, what they do, who they are connected with, and what strengths they bring – is crucial in contexts which are changing regularly.

No person is an island, and our relationships are even more important.

To boost connection on a virtual team we will want to:

• Build in moments for teams to learn more about each other – who they are, what they do, what they can be counted on to accomplish.
• Help people articulate their role, and how they operate. This might include a one pager with a focus on “Here’s what you should know about me”.

Best wishes,
​Jennifer

Jennifer Britton – Potentials Realized 
Leadership | Teamwork | Business Success
Author of multiple books including Effective Virtual Conversations (2017), PlanDoTrack (2019) and From One to Many: Best Practices for Team and Group Coaching (2013)
Follow along with the #90DaysPlanDoTrack series over at Instagram @CoachingBizBuilder 
Join the conversation at the Conversation Sparker Zone - our online community where you can explore virtual and team issues, coaching, productivity and business development).
Pick up a copy of Volume 1 of the Weekly Journaling Prompts in an digital format. Print it out and take it with you for some inspiration and writing on the go! Available at the Potentials Realized Store.