Welcome back to Teams365 #150 – TRACK IT!

As many have seen in recent months, digital retention is different than analog retention. What we remember about what’s on the screen, may be very different than what we remember from what we write down. Noticing patterns and seeing trends is also really important in today’s world of disruption and change. Our memory does not always remember things as they are.

With that in mind, today’s Effective Virtual Conversations Tip (which is #150 in the series – where has time gone!?), is all about TRACK IT!

Questions to consider as you think about TRACKING:

• What are the things you are tracking in your work?
• What are the tools and systems you are using to track things? Are you using a tracker? A dashboard or other?
• What are the elements which would be useful to track as an individual? On your team?

One of the tools I use consistently as a professional are the trackers I developed for my two workbook planners – PlanDoTrack (for virtual and remote professionals) and Coaching Business Builder (for coaches wanting to grow their businesses).

If you take a look at Section 5 check out these different trackers:

• The 31 Day Challenge: Really useful if you are tracking 31 days of consistent action
• The Monthly Content Journal: I usually use two of these each month. One to capture key activities from each day (looking back now in mid-June 2020 and having done this since January, I can see that in fact I have accomplished A LOT!). The second one I use to capture any new ideas I have during the day. This can include ideas around blog posts, program ideas, marketing and things to do with teams. What do you want to track?
• Daily Tracker Around Categories: The final type of tracker you might want to consider is a daily tracker, like the multicolored one you see in the graphic. This is useful for tracking activities and tasks. Maybe you have a goal of writing every day, or marketing, or outreach. Each one of these could have be tracked on a daily basis.

What do you want to track?

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 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 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. ​

This week’s Team Building Tip is a systems check. Systems are key in the remote and virtual workspace. They are the things that keep us doing things in a consistent manner, creating a seamless experience for our team members and customers. Consider a team that is spread across Los Angeles, Toronto, London, Paris and Shanghai. We want to ensure that a customer will have a similar experience across the different areas.

In my PlanDoTrack Workbook Planner and the Coaching Business Builder Workbook Planner, I explore five systems which can help remote workers and solopreneurs.

They are:

1. Financial systems - Invoicing, Accounts Payable, Cash Flow, Accounts Receivable etc
2. Client systems - Welcome Kits, other supports
3. Onboarding systems - Questionnaires, Agreements, Welcome Letters
4. Marketing - Websites, Social Media Feeds, Frequently Asked Questions
5. Content - Do you know what you have created? Do you have an accessible listing of what there is?
6. Sales - What do you notice about sales? What can generate more? What follow-up do you have with those you have sold to?

 

• What is the current state of these five areas? What could use attention?
• What systems do you as a team have in place? What needs focus?
• What new systems could benefit the team?

All the 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. ​

This week’s Team Building Tip gets you to think about the question “Where do you want to get more grounded?”. In today’s volatile, ever-changing environment, it can be very important to be grounded. Grounding ourselves helps us feel anchored, even if things are ever-changing. Our foundation usually consists of our values, beliefs and ways of working.

These foundations help us with decision making, prioritizing, and communicating what’s important, even if everything else is changing.

In PlanDoTrack, I provide several exercises for professionals to explore their values and belief systems. If you have a copy of the book, be sure to check out Section’s 1 and 4 exercises including the Iceberg, Values Ecosystem and some of the Values check list.

When we are able to work and lead from our values things become aligned, and usually flow more freely.

What are you noticing about your foundations and grounding?

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. ​

​It’s Sunday and time to borrow from the PlanDoTrack blog. Earlier this week I shared this week’s Effective Virtual Conversations tip around honing listening. I recently shared this blog post over at the PlanDoTrack site. 

Here’s what I wrote about listening for Virtual and Remote Teams:
​
Last week I focused on the first of three coaching skills which can be important to equip all virtual and remote team members with. While these are often considered “coaching skills for leaders” in the virtual and remote environment, building this capacity in our virtual team can enhance productivity, peer support and results.
​
Last week I explored GOALS. This week let us look at listening.
​
Communication occurs in many channels in the virtual space – from conversations by phone, to texts, to email and IM (Instant Messaging).

Each one has its advantages and disadvantages.

Research shows that a significant portion of our understanding comes from tone, which is lost when we lean into digital channels of communication – text, email and IM. This can lead to a lot of misunderstandings, misinterpretations and lack of clarity.

Our listening can be heavily influenced by a number of factors:

• Distractions (what we have on our plate, not reading things fully)
• Our relationship with the sender (what do we know about their context, their intent, their focus and priorities)
• Our understanding of the topic
• Thinking about what we want to say, rather than listening for what is really being said

When we are able to meet for voice conversations, we may hear the tone, if we are listening for it. Adding on visual cues – like streaming for a meeting instead of just using the phone – can add additional layers on to the conversation. Being able to share our screen and work together real-time can also help us understand the full context.

What are the things that are helping and hindering your virtual conversations?
Are distractions getting in the way? How are you using all the tools you have available?  What are you doing to increase your understanding of other’s context and priorities?

There are many more tools and ideas available for virtual teams in these various resources from me:

• Part 3 of my 2017 book, Effective Virtual Conversations, focuses on virtual team development, meetings and communication. 
• Check out the posts related to Coaching Skills and Virtual and Remote Teams over at the Teams365 blog.

Let me know how I can support your virtual team development. From virtual retreat facilitation, to offering virtual team coaching services, we specialize in virtual team support.  

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.

​It’s Sunday which means that it is time for another Video Montage from PlanDoTrack. Take a look at this week’s video montage.

In bringing this work out into the world, one of my favorite program offerings at the moment is the four-hour PlanDoTrack Virtual Retreat.  Check it out here.

The program is geared for business owners and professionals who are looking to reconnect or create their vision OR take action on a creative project. We meet throughout the four-hour retreat every hour as a group, leaving you ample time in between our group touch-points to engage in structured activities to help you PLAN, take action (DO) and TRACK your results.

Here’s what two participants from the April session wrote about their experience:

"The PlanDoTrack session was everything I hoped for and more! These 4 hours were a super useful and productive pause to work on my business vision and goals for the year. It was a hands-on approach, very much helped by the worksheets in the Coaching Business Builder and also Jennifer's guidance.
I would certainly do at least one more session!”
- Rute Silva - Organizational Development Consultant/Executive Coach - PCC 

"Jennifer - thank you for creating a space to allow me to focus on the deep work that I am committed to getting out into the world.  On a normal day, the whirlwind of life would have prevented me from putting pen to paper and designing a problem that could have easily been put off until "someday". Today I prioritized the important over the urgent and I feel so accomplished to have created content that will make a difference. Thank you. Thank you. Thank you. If you are committed to creating a program, a business plan, content, or whatever is meaningful to you and your clients, but you do not have the space or time to focus, this program is a game changer. Block the time. You will be thrilled with the outcome and the support along the way.” 
- Jacyln M. Bradley

The next one will be held on Thursday May 30th from 10 am – 2 pm Eastern/Toronto.

I hope that you will join us. The cost is $129 US and includes a virtual retreat workbook, structured exercises to work on during the afternoon and access to me during the 4 hours for some individual coaching.

You need to bring a copy of the PlanDoTrack Workbook and Planner, OR the Coaching Business Builder Workbook and Planner, an idea of what you want to focus on, and four-hours of dedicated space.

Reserve your spot at the next PlanDoTrack Virtual Retreat – Thursday May 30th here.

Look forward to connecting!
​Jennifer

It is time for video montage 17 from the #90DaysPlanDoTrack series. Take a look at it here.
​
I also wanted to reach back to share a number of other posts on Teamwork in Complexity from last year’s blog posts. A reminder that this month I am focusing on Teamwork in Uncertainty – stay tuned for the new posts on Tuesday and Wednesday of this week.

Teams365 #1610: Teamwork Skills in Complexity – Prioritization – Read it here. 

Teams365 #1604: Teamwork Skills in Complexity – Problem Solving - Read it here.

Teams365 #1603: Interesting articles about teamwork and complexity - Read it here.

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.

This week our Flashback Friday post takes us over to the sister blog, PlanDoTrack. Earlier this year, I launched a second workbook planner, this one geared for virtual and remote professionals and teams. As some of you may know, last summer I launched the Coaching Business Builder Workbook and Planner, an analog planner and business development resource for professional coaches.
​
Based on requests from the virtual and remote teams I work with, I customized the PDT planner for the world of the virtual and remote worker – entrepreneur, team leader or team member.  As I bring awareness to this new resource, I will be highlighting some of the companion PlanDoTrack blog posts. Do be sure to check them out there.

Here’s a recent one which will be of interest to all virtual and remote workers on Building Peer Support across your virtual team. You can read it here. 

Part of successful work in a context which is uncertain and highly volatile is being able to leverage relationships. We don’t know what skills and connections we might need. That’s where peer connection can become as important, if not more important, than your relationship with your direct supervisor.

Here’s what I wrote about different ways we can be fostering more peer support across our teams:

It’s likely that your virtual and remote team may not get the support they need. As I often write “Out of sight should not equal out of mind”.
​
In a virtual and remote team, it can be very useful to provide peer support across the team. This might include things such as:

Mentoring pairs – If there are certain skills people want to develop, is there a way to create mentoring pairs across the team?

Peer partners - A valuable activity can be assigning peer partners across the team on an annual basis. Whether formal, or informal, having a partner people can meet with and ask questions to, can be valuable in sharing learning.

Job shadowing – Another interesting, and valuable, experience can be job shadowing virtually, where a more junior person is paired with a more senior team member. They may shadow meetings virtually and learn more about the behind the scenes work experience by co-working virtually. Consider how you might create a “take me to work day”.

Formal coffee break/meal sharing time – We learn a lot from each other informally. What are the informal pauses you can create for the team? This might involve coffee breaks where people can drop in for a chat once a week or every few weeks, or a lunch time potluck.

Co-working experiences - Where people bring projects they are working on and work together real time on a virtual platform like zoom, checking in at the top of each hour and working for several hour bursts. A session held like this once a month or more frequently can be incredibly valuable in terms of “getting things done” and also supporting learning across the team.

What are the different ways you can build in more virtual connection time across the team? This is critical for building your team culture.

I hope that you will take a few minutes to check out the PlanDoTrack blog and the related resources at the site for virtual and remote professionals.

Best,
​Jennifer

​Jennifer Britton – Potentials Realized 
Leadership | Teamwork | Business Success
Author of multiple books including Effective Virtual Conversations (2017), PlanDoTrack (2018) and From One to Many: Best Practices for Team and Group Coaching (2013)
Follow along with the #90DaysPlanDoTrack series over at Instagram @CoachingBizBuilder 
Now available – PlanDoTrack Workbook and Planner - Order a copy today on Amazon
Join the conversation at the Conversation Sparker Zone - our online community where you can explore virtual and team issues, coaching, productivity and business development).
Check out the new 19 Tips for Productivity On-Demand Course. If this is your year to get things moving, check it out now. Join Jenn for bi-weekly live group calls until July. $129 US. Learn more and enroll here.

It’s hard to believe but here we are at the end of another month. I hope that you will take some time to build in a reflective pause to consider:

1. What have your major accomplishments been this month?
2. What goals have you achieved – for the month? The quarter? The year?
3. What habits and practices have helped you? what got in the way?
4. What projects have started? Ended? Will continue?
5. What resourcing has been useful? What else do you need to be successful?
6. What relationships are important to focus on going forward?

Looking ahead to May:

1. What are you top 3 priorities?
2. What are your top 5 goals for the month? (Be sure to note these on your Month in Focus, and Your Monthly To-Dos in the PlanDoTrack)
3. By the end of May, what do you want to make sure you have achieved?
4. What are the daily steps or consistent actions you want to undertake?
5. What relationships are important to foster?
6. What are key tasks that need to get done? (Write these in the Monthly To Do List is you have a copy of the PlanDoTrack)

If you prefer to have a reflective pause, join me and adapt the questions in the recent quarterly review I hosted earlier this month, as part of the PlanDoTrack series. If you are looking to a guide to take your insights deeper around your virtual business and teamwork, be sure to check pick up a copy of either the Coaching Business Builder (for Coaches) or PlanDoTrack (for virtual and remote teams, leaders and entrepreneurs).

​Enjoy the pause!
Jennifer

This weekend I wanted to share links to one of my sister blogs, the PlanDoTrack blog which is focused on personal productivity and time management issues, particularly for virtual and remote team members, entrepreneurs and leaders.

For several months now I have hosted a weekly Wednesday series on short productivity hacks - things that you might keep in mind to get more leverage with your time, focus and work. They are posted at the PlanDoTrack blog, and then I also do a quick Facebook Live around them as well.

Here’s what I’ve covered since the start of this series:

1. Pomodoro Technique
2. Color Coding
   
3. Master Minds
4. Accountability
5. Write it down
6. Weekly Journal Prompts
7. Month End Planning Sessions
8. Top 5
9. Themes - monthly, quarterly, annual
10. Relationships

Read more about these here. 

Each Wednesday I post a short blog which often includes a quick activity you might consider undertaking t support your own planning and productivity. Just as the name implies, these are short things you can action right away.

Check out some of the past 3-5 minute Facebook Live posts which include more detail about that week’s hack. If you are on Facebook, do consider liking PlanDoTrack so you can be alerted to the weekly videos.

Wishing you the best,
Jennifer