Teams365 Blog - POTENTIALS REALIZED

TEAMS365 #2439 – Team Building Tip 261

9/3/2020

Today’s Team Building Tip is a systems check. It is geared to get you thinking about what needs attention in your systems. Systems are a valuable component of business, which allow us to streamline, and also ensure consistency. This is key is different people are working on the team.

In PlanDoTrack, and Coaching Business Builder, I share systems in 5 key areas -- these are important whether we are a solopreneur or running a 1,000-person operation. Consider here you are in each of these and what could use attention:

Financial systems
Client Systems
Marketing
Content
Sales

Questions you might consider are:

Financial systems – How are you doing with things including invoicing, accounts payable, receivable? What makes it easy for people to do business with you? What do you find challenging? Is it time to get some advice in this area, or renegotiate your terms?
Client systems – What are the things clients receive as they become a client of yours? What message does it send? Is there anything you’ve been wanting to create for your clients which doesn’t yet exist? Consider welcome letters, questionnaires, agreements etc.
Marketing – Marketing is at the heart of a coaching business. Whether we are marketing via relationship building, content marketing, in-person or via social media, what are you doing to let people know about what you have to offer, what coaching is and how you provide support? What could use an update? A refresh? Look at your metrics? What’s working? What’s not?
Content – Content marketing may be a tangential part of a coaching business, however, over time, it’s likely that you may find yourself blogging, podcasting or creating content for reading lists and TED talks you recommend around the topics you coach around. For those that are going offer more than coaching services, this may be a significant part of your work. If you have a copy of the Coaching Business Builder, check out the Content Development Tools, including the Content Daily Trackers. Note what content you have created this year, OR spend time thinking about the top 3 areas you would like to develop content around for the new year.
Sales – What do you have in place around sales? Is it time for a web update? How clear is your call to action? What do you want people to do on each of your webpages?

What are the areas you want to focus on, or revisit as you step into September?

Best wishes,
Jennifer

Jennifer Britton
Potentials Realized | Coaching Team Leaders
Coaching Skills Training | Leadership Development | Teamwork
Growing Team Leaders, One Conversation at a Time™ in the Remote Space
Contact us to discuss leadership, coaching or performance needs for your and your team
Phone: (416)996-8326

TEAMS365 #2419 – Flashback Friday: 10 Key Roles Team Leaders Play in Organizational Success…and think about it now virtually

8/14/2020

This week I wanted to reach back to a post I wrote in 2016, and get you thinking about how it translates to the type of support you are providing your team leaders in the virtual space.

Here’s what I wrote in Teams365 #1026

Earlier this week I was part of a panel discussion on Team and Group Coaching at this week's Columbia University's Coaching Conference. As a coach, when I come into work with teams, team leaders play a key role in creating the conditions for success in building and maintaining a coaching culture. This was a precursor for success in work I undertook last year in developing a coaching culture with The Scarborough Hospital here in the Toronto area. This work just won a PRISM Award for Coaching Excellence from the International Coach Federation Toronto Chapter earlier this week.

While in the thick of things, team leaders sometimes forget the critical role they play for organizational success. Here's ten ways team leaders contribute to organizational success:
1. They translate the organizational objectives, KPIs and vision down into the tactical team realm;
2. They are the conduit for feedback and information up the leadership and organizational ranks;
3. They play a key role in creating a coaching culture (see above);
4. They are often the eyes and ears of what is really being spoken about in an organization;
5. They are the human face of the organization for team members, especially in larger organizations;
6. They are often the link and relationship with external stakeholders;
7. They often get called into be the voice of the organization for customers or clients when things go wrong;
8. They are able to share best practices quickly across their web of peers;
9. They have direct impact on the morale, culture and spirit of the teams they lead;
10. They play the unique middle role of being a conduit up and down the organization. This role is often overlooked by teams and leaders above them alike.

Based on this, what support are you providing right now for your team leaders? How are you involving them in communication and decision making? What development opportunities are they getting.

As you may know here at the Teams365 blog most of our work is geared to supporting teams and team leaders in doing their best work. If have questions about how coaching skills training, or some of our other leadership development programming could be of support, please reach out and let's set up a time to talk.

As many of you know virtual programming has been our preferred way of operating since opening our doors in 2004. What can we do to support your virtual and remote teams and/or organization in doing your best work?

With best wishes,
Jennifer

Jennifer Britton
Potentials Realized | Coaching Team Leaders
Coaching Skills Training | Leadership Development | Teamwork
Growing Team Leaders, One Conversation at a Time™ in the Remote Space
Contact us to discuss leadership, coaching or performance needs for your and your team
Phone: (416)996-8326

TEAMS365 #2315 –Weekly Journaling Prompt #97 – Systems Check

5/2/2020

As a coach who works with entrepreneurs (Remotepreneurs) and remote teams, I spend a lot of time in dialogue around systems. As I write in PlanDoTrack, systems create consistency which is so critical in the remote space. Systems also allow us to scale which is so important in the remote space as well.

This week’s blog post is a systems check. It gets you to think about the systems you have in place, as well as which ones you might want to, or need to develop.

Consider these different areas:

Recruitment
Financial
Sales
Marketing
Client support
Communication
Reporting

What else?

Enjoy your reflection!
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.

TEAMS365 #2303 Effective Virtual Conversations Tip 141

4/20/2020

With teams everywhere focusing on remote work right now, many teams are looking for something different to do to gain clarity and help them focus on their results. This week’s tip is the IS/IS NOT framework, which helps us all get clarity around what we are focusing on and/or what we need to do. For example, let’s say as a team we are tasked with rolling out a new process for serving customers in the remote space.

We could use the IS/IS NOT framework to help frame out the following:

What it is…
Quick
Virtual
Flat (people can make decisions)
Flexible by using a decision tree
Iterative
Informed by feedback

What it is not…
Multi-layered decision making (we want people to be able to make their decisions themselves, hence the decision tree)
Slow
Not focused
ETC ETC...

Where do you need more clarity around your projects and end-results as a remote team? Where could you use this process?

All the 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.

TEAMS365 #2256 - Boundaries In Remote Work

3/4/2020

A challenge when working in the global space remotely is that there can be blurring of boundaries across time zones, particularly if you work with clients, or customers around the world. While it may feel possible to operate 24/7 with only a few people, over time it can be important to incorporate some boundaries in your remote work. That might entail:

Setting core working hours where people are available to set meeting times, connect and work together
Identifying on your signature lines or website what your hours are

What are the time windows you want to be available around? What are the ways you can communicate that to others? What does it mean in terms of collaboration with others -i.e. getting materials out, and/or getting materials or resources on to others?

Another boundary which most remote workers become aware of quickly are the boundaries around workspace. When we work from home it can be a challenge to focus in on working from home. What are the boundaries you want to incorporate there? It might include:

A dedicated office space, possibly with a door that closes
Scheduling your work so that it occurs when others aren’t around
Dressing like you are going to the office
Communicating to others that even though you may be “home” you are working and aren’t available to undertake their tasks

What are the other boundaries which are important to create?

Best wishes,
Jennifer

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

Get your 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.
Check out upcoming programs on our calendar!

TEAMS365 #2151 – Systems to Anchor and Scale

11/20/2019

As we move towards the end of the year, it’s an opportune time to focus in on the systems in your work. Systems help us automate routine tasks and also create consistency. Systems help us with information sharing and leveraging tasks and processes. This is key when people and projects may move not only in an office but move to different locations.

As we move to year end, it can be an important time to dedicate some focus on anchoring in the systems we have been using, developing others and/or making sure systems and focused.

This year I’ve mentioned systems several times. They are an important part of keeping a remote or global business running consistently, ensuring that our customer or clients experience is the same from location to location.

In larger organizations, systems are likely to be well established, but in start ups or smaller organizations it’s likely that they are not as well developed.

You might consider the systems you have as it relates to sharing of information around projects, special initiatives and tasks. One of the challenges as teams move into the remote space is that information flow may not be as smooth. If you have people needing to access information and work on shared documents or with shared information what needs attention. This may involve nomenclature around how documents are saved and where things get digitally filed. IT may also involve a mindset shift around how items get documented and shared.

Communication (Internal/External, team communication)
Performance
Goals
Projects
Marketing/Business Cases/Case Studies

What else?

If you have not taken a look at this month’s Effective Virtual Conversations call which I held on November 4th around Remote and Virtual Team Tools, do take a look. In the 25-minute call I share five key areas you will want to explore and possibly incorporate with your team – from communication tools, to team development tools, to project management tools.

What is the one tool you know you can’t live without? For me, I would say it is Zoom. Whether I am leading a group session or hosting an individual coaching session, Zoom allows me to seamlessly move throughout calls all day long, seeing my clients without having to travel (sometimes thousands of miles to see them!). While travel is a passion for some, having spent the better part of my first decade plus of my working career travelling for a living, I so appreciate getting to reconnect with places without having to physically go there.

Wishing you the best,
Jennifer

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

As we step into the end of the year, get your 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.

TEAMS365 #2150 – The Last Mile of the Year

11/19/2019

We’re about six weeks away from the end of the year, a time which I like to frame as the LAST MILE of the year. It’s at this point where we start getting really clear on what needs to get done, what needs to get carried forward and what needs to get delegated.

Today’s post is an encouragement to think about what you want to accomplish in the last six weeks of the month. As we consider the last mile there may be many areas we want to consider including:

Projects:

What are the projects which still need attention?
What are the projects which need more resources to wrap up?
What has moved out of scope and needs to be readjusted?

One-on-one time with your team:

When was the last time you held 1-1's with your team?
What are conversations which need to happen before year end?

Team Events:

What team events need to happen before year end?
What supports do they need individually? Collectively?

Planning and Performance Events:

Have you already prepared your 2020 plans – at the organizational, team and individual levels?
When did you last hold a performance conversation with each team member? Ask for feedback yourself?

Stakeholder Events:

What stakeholders do you want to reach out to?
What conversations and/or collaborations are important to have?
What updates are important to provide?
Who do you want to set meetings up with before year end, or at the start of the year?

Communication and Reporting

What reports need to be completed?
What information needs to be shred with others?
What reports need an update?
What tasks have you been putting off? What needs an update?

Other Items:

What other items need to be wrapped up?
What do you need to put in hold or closed off on?
What are you going to do to capture lessons learned and lessons to carry forward?

The last couple of weeks of the year can feel like a whirlwind, and sometimes the important tasks get set aside and missed, including time set aside for the team. In one of my newsletters this month I included 8 different ways to wrap the year up with groups and teams – link to newsletter here.

What daily steps do you want to take going forward to get important items focused on?

Best wishes,
Jennifer

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

As we step into the end of the year, get your 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.

#TEAMS365 #2115 –Getting Organized in The Remote Space: Systems at the HEart

10/15/2019

This week’s Tuesday blog post continues along the pathway of working productively in the remote space. Today’s topic is about getting organized in remote space.

Working remote may mean a smaller office footprint than you might have been used to, or a more open workspace which is shared with friends and loved ones.

Keeping focused, keeping things secure, and keeping things organized are key for success. In today’s post, I’ll cover five areas you might want to consider as it relates to getting and keeping organized:

#1 – Files – From our paper-based files, to electronic ways, we file and access information, keeping files in check is critical.

#2 – Version Control – When working with other team members in collaborative documents being able to access and work on the most up-to-date documents is key.

#3 – Build in time for planning – Planning often falls to the bottom of the list for remote work. When boundaries are fluid by us working odd hours with our stakeholders across the world, the ability to build in time for planning is important.

#4 – Consider Batching – Remote workers are often pulled from task to task, especially if we become reactive around key tasks coming in via email. A challenge for the remote team today is ensuring that we do make headway on all the different tasks involved such as the more focused, deeper work required for tasks.

#5 – Keep on top of rote tasks – Reporting, finances, filing etc. Dedicating 15 minutes to more rote tasks regularly can help to keep the clutter (physical and mental at play). Physically also filing things in an orderly fashion -i.e. a box for receipts – can also help to diminish the mental clutter created by the open loop of invoices which have not been entered.

One final thing to keep in mind in terms of getting more organized = systems. In PlanDoTrack, I point to the importance of five main areas of systems for entrepreneurs and other remote workers. Consider these areas:

Financial systems – Invoicing, Accounts Payable, Cash Flow, Accounts Receivable etc.
Client and Stakeholder systems – Connecting with and sharing information with others – this might include things such as email templates, contact lists, meeting notes, past reports on collaboration.
Marketing – Websites, Social Media Feeds, Frequently Asked Questions
Content – Do you know what you have created? Do you have an accessible listing of what there is?
Sales – What do you notice about sales? What can generate more? What follow-up do you have with those you have sold to?

I'm adding on the other area you may find useful which is Project Management - What can you do to make your project flow and communication work for effectively? Are thre apps or programs which will help you like Asana or Trello? These are two that we use here to manage our projects.

What are the systems which are going to help you streamline and keep on top of your work?

IF you are a coach - be sure to check out my recent article for the Coaching Tools Company newsletter which was just published on coaching business systems. You can read it here.

For more on this topic, be sure to check out section 3 of both PlanDoTrack (a planner workbook for remote professionals) and CoachingBusiness Builder (a planner-workbook for professional coaches)

Best,
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.
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.

#TEAMS365 #2101 – Welcome to October – Continued Focus On Remote Work

10/1/2019

This month we are going to look at several interesting topics including:

The variations of remote work
Remote Team Tools
Getting organized in the remote space
Performance Reviews in the Remote Space
Remote Myth Buster – Things need to take longer
Setting up the team for remote team success – Going back to the basics

Given that it's the start of a new month, let's take a few minutes to look back at September and consider what's important for your month ahead.

AS you think about September, make sure you have captured your thinking around these questions:
1. Key successes in September were...
2. Lessons learned were....
3. Next month I will
4. Something which surprized me this month was...
5. Something I want to replicate is....
6. Other things to note are..

Questions to consider as we step into October:
1. What are your top 3-5 goals this month?
2. What needs to get completed, no matter what?
3. What habits and practices do you want to lean into?
4. What do you need to say NO To?
5. Who do you want to collaborate with?
6. My theme this month is....
Be sure to check out yesterday's post as well about Q4 planning.

Look forward to diving deeper into the remote work space this month!

Best,
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.

#TEAMS365 #2095 – Remote Working Success Factor: What You Need

9/25/2019

Getting organized and set up with the space and processes you require to work at peak performance is critical for those new to the remote space. It’s tempting to say “I’ll deal with it later”, and it’s likely that later may never arrive. Build in time at the start of your remote work to put into place these items at your new, dedicated work space:

A place with good lighting, privacy and space to work

A place to close the door and have private conversations
Place to secure files – physically and digitally
Cloud based storage for when you need it
Contact list you can access
Back up - where are you saving your files?
Super strong internet
Clear boundaries with loved ones and family about when and when you are not available. What are your working hours? Break times? Just because you are home it does not mean that you can walk the dog, take out the garbage, cook dinner etc. Developing a series of “go-to” phrases for when neighbors ask you to do things that will distract you from your focus can be useful.

What else do you think you will require to help you be at your best in the remote space?

Best,
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.