The Definitive Guide to Hiring Remote Employees (and How to Find Them)

Hiring remote employees

Struggling to find the right person locally for your vacancy? Or maybe you don’t have the resources to hire another full-time employee. Projects of all sizes can be outsourced to cut costs and ensure you get the best person for the job. Hiring a remote employee works slightly differently from traditional employment, but it isn’t that tricky to work out.

The worldwide talent pool means you’ll be able to find a good fit that comes in at your budget. You can fill any number of positions remotely including one-off projects, temporary roles, and full-time opportunities. Understanding how the remote process works and what expectations to have are key to successful collaboration.

In this article, we’ll talk you through everything you need to know about how to hire remote employees. Including, where to look, what to include in the job description, and what kind of roles are perfect for remote work.

What Are the Benefits of Hiring a Remote Employee

What Are the Benefits of Hiring a Remote Employee

Undecided if hiring remotely is the right option for you? That’s understandable if you’ve never done it before, or you’ve had a bad experience. Many companies have successful remote teams and they reap the benefits of doing so. Let us tell you why hiring a freelancer could be the right decision for your business.

Cost-saving

There are various ways that remote employees save you money. Firstly you can hire cheaper labor than you can locally. Overheads are decreased since you don’t have to buy equipment or office space. Sicknesses will decrease and you’ll be able to make savings on your energy bills.

Wider talent pool

There are millions of talented people in the international talent pool which means finding someone qualified will be a piece of cake. Not only does this mean you can find people for a fraction of the price but you’ll find people with a wide range of experiences they can bring to the role.

Environmental benefits

Even the earth can benefit from your business hiring remote employees. Your carbon footprint is decreased as your employees don’t need to commute to work. Environmentally conscious employers should consider transitioning their team to remote working if that’s possible.

Productivity increases

Productivity gets a boost from remote workers. In fact, remote workers are more likely to stay and work overtime if you need it. Working from home eliminates office-based distractions, and if you can allow flexible hours, people can work at the best time for them. Not everyone is suited to the 9-5 lifestyle Henry Ford popularised in the 1920s.

Less employee turnover

Remote working has led to a reduction in employee turnover so if you’re hiring for full-time opportunities, your people are going to stick around longer. The simple truth is most people like working from home because it saves them money and eliminates their commute. Reducing the commute is a leading cause of people leaving their jobs.

Hands-off management

Remote workers need more autonomy to do their work, managers aren’t physically there to check in on things. Managers of remote teams need to trust their employees and focus on output rather than how they got there. It creates a nicer atmosphere for workers and frees managers up to focus on more important work, safe in the knowledge that the work will be done.

Advantages for remote workers

Offering flexible and remote working can be really beneficial for your staff. It saves them money on travel, food, and other random office expenses. Time saved on the commute means your people can spend more time with their loved ones. Depending on your needs you can offer them more flexibility such as the hours they work and the location they work from.

Challenges of Hiring Remote Workers

What Are the Challenges of Hiring Remote Workers?

While we’ve listed many advantages to hiring remote employees, it’s not all smooth sailing. There are a few challenges that come with the territory.

Communication can be difficult

Since you’re not in an office together, communication becomes more difficult. You need to have systems in place for reporting progress, sharing files, and getting feedback. Setting up regular video chats or using project management software will help make sure everyone is on the same page.

Coordination can be tough

If tasks aren’t well coordinated then things can quickly fall apart when working remotely. This means dividing work into manageable chunks with specific deadlines and making sure everyone is aware of what they need to do and when they need to do it.

Lack of team morale

If remote workers feel isolated or unsupported, their work can suffer and so will team morale. This is why employers need to be proactive in creating a sense of community among remote workers. Encouraging social interaction through video chats, Slack groups, or even office lunches can help.

Prepare Your Business for Remote Workers

Prepare Your Business for Remote Workers

Before you dive straight into it and expand your team you should learn how to effectively hire and manage remote employees. You may need to adjust the systems and processes that are already in place. Educate yourself on how remote workers differ from traditional employees and what expectations both parties should have.

Here is everything you should know about how to hire a remote worker before you start the recruitment phase.

Know exactly what you want

If you don’t know what you want, you’re going to struggle to ask for it, and people won’t know whether they fit your needs or not. As you would with any job, make sure the roles and responsibilities have been fully considered. Hiring remote workers means you need to give them autonomy to work on things.

This can be done well if they have clear guidance from you as their employer. You should include details about the software you expect them to use and the processes you need to follow whether set out by law or your business practices.

Make a list of skills you need your remote employee to have

Just like a typical job advert, you need to include a comprehensive list of skills you want prospective candidates to have. Make sure to include soft skills such as the ability to work alone, self-awareness, good communication, and initiative.

You’ll likely want to spend less time training someone up remotely if you’re hiring for one-off or temporary projects. As long as you clearly communicate the hard skills you’re looking for you should receive applications from suitable employees.

Understand how freelancers and remote jobs differ from an in-house employee

Freelancers and remote employees often have different goals when compared to in-house staff. They may want more flexibility with hours, working from multiple locations, or taking on a wider range of work.

If you’re looking for someone to commit long-term then it might be best to look for an in-house employee. They’re likely to want the stability of a permanent job, with set hours and a regular salary.

Remote workers have more autonomy than traditional workers, they value the opportunity to have more say on the work they take on. Freelancers are well within their rights to turn down work they don’t want and often work for multiple clients.

Learn to let go of the reins a little

You need to be prepared to trust the people you hire because you aren’t going to be there to oversee everything. This is a good thing for managers because it gives you more of your time back to work on other things. However, for those who are used to being in control, it may take some getting used.

Freelancers have chosen this kind of career because they prefer to retain an element of control over their work. If you’re partnering with established freelancers, they will have their own way of doing things and may not work well adhering strictly to what you want.

Hiring a full-time remote employee is different, as you’re signing them on as a permanent member of the team. While you should train them the way you want, you will still need to exercise trust with people working from home.

Document your processes

Document your processes so your new staff can work to your specification

Some processes are not flexible and any prospective employees will need to learn your way of doing things. No matter how good someone is, they won’t be able to hit the ground running if you don’t have a process document for them.

If you already have processes in place, it should be easy enough to convert these into a format that can be sent to remote employees. If not, take the time to write out clear instructions on what is expected of them and how they need to do their work.

Find someone whose experience and rates align with your needs

When looking for a remote employee, you need to find someone whose skills and experience align with your needs. You don’t want to onboard someone who can’t operate at the same level as you. The most experienced people will cost the most, so it’s important to make sure you’re getting good value for money.

Answer these questions before publishing your job advert:

  • Do you need someone to work in your time zone?
  • Are there going to be meetings?
  • What are your minimum and maximum hours?
  • How much do you want to pay?
  • What is the going rate for this service?

Rework Your Hiring Process

Rework Your Hiring Process

Hiring a remote employee can be a lot quicker than hiring traditionally. You may need to tweak your hiring process to take advantage of things.

Use video interviewing software such as Skype or Zoom which are great tools for assessing whether someone will fit well into your business culture. You can get an idea of how they communicate and how they deal with problems.

It also allows you to see whether they would be a good cultural fit without having to meet them in person. This is especially useful if you’re hiring remotely for the first time.

It may be worth including a personality test to ensure they have the right soft skills. A test such as the Myers-Briggs can help you to determine whether they will be a good cultural fit.

After you put your job ad up, ask prospective job seekers to send over evidence of their experience. This can be anything from a portfolio to links to their previous work.

As part of the application process include relevant questions that can help to demonstrate the candidate’s competency. Make sure they are business, role, and person-specific so you can get a good idea of their professional experiences.

Include a paid trial period to limit costs incurred by underperforming job seekers. This will also help you to determine whether the employee is a good fit for your company. You’ll be able to easily identify who can or cannot perform at the expected levels.

Quick tip: In your job advert ask applicants to include a ‘key phrase’ in their application to show that they have read and understood your opening.

Common Jobs You Can Hire for Remotely

Common Jobs You Can Hire for Remotely

There are plenty of roles that can be done remotely. Being able to access the freelance market is a good way to keep costs down and find someone for short-term projects.

The following are some common jobs that can be done remotely with the right skill set:

  • Social Media Manager
  • Video Editor
  • Copywriting
  • Software Development
  • Website Developers
  • Illustrator
  • Virtual Assistance
  • Voice Over
  • Engineers
  • Accountant
  • Marketers
  • Customer Support
  • Sales
  • Project Manager

This is not an exhaustive list, if there’s a job you think can be done remotely – the chances are it can. The easiest way to find out if a job role is suitable for remote working is to check the freelance marketplace and see if anyone is already doing it successfully.

Where Can Hire Remote Workers

Where Can Hire Remote Workers?

One of the best ways to find competent remote employers is to check with your network, ask around if anyone has recommendations. Talk to your current employees, people in your professional circle, and previous contractors.

The major benefit of this route is that anyone suggested will be pre-vetted by one of your trusted associates. Reach out to the suggested freelancer and check what their current availability is like. If the stars align, you’ll be able to sign them for your business.

Social Media

A lot of freelancers and remote workers are active users on social media and this can double up as a way to find and hire talented remote employees. Platforms such as Twitter and LinkedIn can be great sources for finding potential leads.

Twitter is a great way to find people who are already working remotely and you can get a sense of their skills by looking at their profiles. You can also see what they’re tweeting about and get a sense of their interests.

LinkedIn can be great for finding potential leads that have the relevant skills and experience required for the role you are hiring for. You can also reach out to them directly and ask if they’re interested in hearing more about the role you have open.

Facebook groups have been set up for remote job seekers. You can find these groups and post your job ad directly to them. This is a great way to find talented remote employees who are already active in their job search.

Lastly, check around Reddit for relevant subreddits for digital nomads, freelancers, and remote working. The popular r/ForHire has over 250,000 skilled professionals looking for online work.

Service Marketplace

If you’re not sure exactly what you want, take a look at marketplaces like Fiverr where freelancers list their services and you can choose the best one for your needs.

Upwork operates a similar function through their project catalog but most people post their jobs which freelancers can send you pitches for. Perfect for people who want to speak with multiple people and have a good idea of what they want.

Job boards

Traditional internet job boards like Indeed and Monster are a great way to find people too. Although these platforms may more commonly offer full-time jobs, they also have remote and temporary opportunities. Millions of job seekers use these platforms and it’s a great way to cast a wide net.

Hiring a Remote Employee

Hiring a Remote Employee

The Job Advert

Let’s look at how to hire a remote employee, each of the steps you need to take once the opportunity has been posted. The job advert is the first impression potential candidates will have of your company. It needs to be clear, concise, and highlight all the benefits of working for you.

Your job description needs to be clear, concise, and transparent. If you have a strict budget, mention it. You’ll end up wasting your own time as well as the applicants if this key factor isn’t mentioned.

Make sure the time frame for the job is made explicitly clear. Some freelancers will have multiple clients and knowing the time commitment is essential to their application.

The job advert will need a compelling but accurate job title. The title should describe the role well while also enticing candidates to read the job description for more information.

Here are the things that should be included in your job advert:

  • Employment type (full time, part-time, project-based)
  • A list of responsibilities
  • Minimum requirements from the candidate
  • Details about your company
  • Ask for examples of their work
  • Location (if remote, list the time zone)
  • The salary (or range)
  • Benefits offered
  • How to apply

Review the Candidates

Once the post goes live you’ll start getting applicants. Sort through who meets your requirements and who doesn’t. Use your recruiting CRM software or spreadsheet to keep track of successful candidates at each stage of the hiring process.

There will always be people who don’t read the job advert or don’t have the experience necessary, so these candidates can be disqualified. Don’t worry about contacting every candidate, only those who meet the criteria should be contacted.

Now sort through the qualified candidates and decide who you would like to take to the next stage. If you have multiple stages in your hiring process, try to limit the number of candidates who can get through to each stage. This will help you reduce the number of job seekers you need to interview.

The Interview Process

Now it’s time for the interview process. This will be your chance to get to know the candidate and see if they are a good fit for the company.

The best way to interview a remote worker is to use video call software like Skype, Zoom, or Google Hangouts. This will help you see their personality and how they work.

It may not be entirely necessary to speak to them over the video, if you’re confident that they can do the job, you can skip ahead but if you want to vet them personally, hopping on a short interview is the best way to do that.

Dig into their experiences in their field and with remote working. Conduct the meetings in a similar fashion to your typical interviews. Just remember hiring a freelancer is not the same as hiring a full-time employee as freelancers have more agency around what jobs they take and the schedule they work to.

You should consider things like:

  • Availability
  • Basic communication skills
  • An understanding of your project
  • History of independent working
  • Examples of their work
  • A positive attitude
  • Values that align with yours
  • Check any reviews of their work if available
  • Any job-specific skills

Define Communication Standards

Define Communication Standards

Discuss the communication standards you want your remote employee to adhere to, let them know about this ahead of time. Relationships can break down when communication is misaligned.

Meetings can be a sticking point so be clear if you require things like a daily stand-up. Some freelancers might decide to opt out at this point and that’s okay. People have preferred ways of working and you want to find the best person to work well with you.

If you use communication software that your remote employee will need to download, let them know during the interview or in the job advert. This just ensures everyone is on the same page before the contract starts.

Check time zone limitations with international employees and remote workers who live as digital nomads. If you want them to be working in tandem with your company, you should look for remote workers closer to home.

Check the References

It’s worth checking references for big projects or if you’re unsure about someone. Using platforms like Upwork or Fiverr is great because you can see the person’s reviews on their profile page. Previous employers can describe their experience so you will know if you’re onto a winner or not.

For smaller projects like copywriting or illustration, you can base your decision on the work examples sent. This will demonstrate the candidate’s competency in their field, although it will not necessarily inform on their work ethic.

If you’re hiring a full-time remote worker to work on large projects, checking references is an absolute necessity.

Send the Job Offer

Send the Job Offer

Once you have the right person for the job the only thing left to do is send off a contract of employment. Adjust the contract where necessary based on the details of the project and your discussion with the candidate.

Clearly state what the deliverables are with no room for interpretation. You will also need to define the time scale and any project milestones, particularly if you’re paying per milestone instead of hourly or on completion

If you need the candidate to sign an NDA to protect company secrets, send this along with the offer so they can read it and send it back to you.

Make the offer to the candidate so they can look at the details and return the signed copy to you. If you hire through a marketplace like Upwork, you may be asked to fund the milestones before the employee can start work.

If you want to run a trial first, send the contract with the stipulation that it is a trial and then adjust the contract following the successful completion.

Conclusion

Hiring a remote employee can be a great way to get the best person for the job, regardless of location. You just need to make sure you have the right hiring process in place and that both parties are clear on what is expected from them.

Remember, if you’re looking for someone with specific skills or experience, it might be worth widening your search beyond your home country. There are plenty of talented remote workers out there who would love to work with your company!

What is The Difference Between Agile and Unified Process Methodology?

Difference Between Agile and Unified Process Methodology

When starting a new project, it’s important to consider the type of methodology you will use. There are many different options, each with its own benefits and drawbacks. Two of the most popular approaches are Agile and Unified Process. This article will compare and contrast these two methods to help you decide which is right for your project.

What is Agile Methodology

What is Agile Methodology?

Before we get into the comparison between Agile and Unified process, it’s important to go over what exactly Agile is. Simply put, this methodology says that teams should prioritize flexibility above all else.

Agile project management is an alternative to traditional approaches that focus on one major deliverable. Instead, Agile breaks down goals into independent products which can be developed and released quickly without having any long-term consequences for their users or designers alike.

Agile project management can be quite simple with the two main styles being Scrum and Kanban. In these approaches, a board is used to visualize tasks in columns: one for completed/closed items; another containing those still open at any given time (to do).

The ideal size of a Scrum team is 5-6 people. An Agile group working in this style has three roles: product owner, development leader (or “team manager”), and team member.

In the Kanban style, there are two major roles – Service Request Manager (SRM) and Delivery Specialist- who tend to practice this framework in their workflow process.

The Agile workflow is a flexible system of work with short task spans that are often called sprints. This requires an organized team that can be coordinated at all times, but also allows for people to take initiative when necessary so they exceed expectations in their roles as well.

In Agile, a team does a little bit of planning at the beginning of a project and then focuses on speed. This means that if the project starts to get out of hand or take more resources than initially expected, you can make quicker decisions.

What are Agile’s core principles?

While some structures are present—especially at the beginning of the project—the methodology values pragmatism over planning, allowing for more flexibility throughout the process. Agile, in its purest form, emphasizes four key principles:

  • Personal engagement over processes and tools.
  • Flexibility over following a specific plan.
  • Functional software over detailed documentation.
  • Collaboration with customer over business negotiations.

These are just that, though, values or guidelines; like many other methodologies, Agile has its own list of practices. These are not rules, by any means—agile teams are encouraged to try these practices initially and then adapt them as they deem necessary.

What is Unified Process

What is Unified Process?

Before we jump into how Unified process is different from Agile, let’s take a look at what exactly Unified Process is.

Unified Process is a methodology that focuses on the importance of early planning in order to avoid risks, increase productivity, and meet customer satisfaction.

What are Unified Process core principles?

There are four core principles or phases of UP:

  • Inception.
  • Elaboration.
  • Construction/Production Phase.
  • Transition Phase into Operation or Maintenance stage.

These phases are continually repeated as the project progresses, and as such there isn’t a “long-term” view taken as with many other methodologies.

1) Inception Phase:

The inception phase is all about gaining an understanding of what your goal is and what you want to achieve through the project.

In order to keep projects on track, the inception phase is usually quite short. If an inception phase lasts too long then it could indicate that there’s been excessive up front specification at the beginning of your project.

2) Elaboration Phase:

The Elaboration phase is where you specify all of the project’s requirements.

This includes designing, planning, and prototyping your project before starting any work on it. This is where you assess the risks, refine the requirements, and plan your project’s projected timeline, and budget.

3) Construction or Production Phase:

The Construction Phase is all about building a system that can work in beta customer environments. During Construction, tasks are completed which involve iteratively and incrementally building out the entire project until it’s ready for its first trial customers.

The Construction phase is where you build and test the product. The criteria for a construction phase are to make sure that the release is stable and mature, and all stakeholders have been prepared for transition into user community. If there’s any issues with these criteria then it could postpone the transition stage.

4) Transition Phase:

The Transition phase is where you give over your release to the production team and the users.

The goal of this phase is to make sure that all stakeholders are ready for the project, and that there’s a good understanding of what exactly has been built and how it can be used collaboratively.

Benefits of Unified Process Methodology

What are the benefits of Unified Process Methodology?

The Unified Process methodology is a very well-tested and tried-and-true methodology that’s been used for decades by companies all over the world to develop software. It provides a level of structure and guidance, which can make it easier for teams and organizations to learn and adapt.

1) Unified Process is a team-based methodology:

Unified Process doesn’t emphasize dividing the work up into individual tasks that can be handed off from one person to another. Instead, there’s a high degree of collaboration between different disciplines in order to produce the best possible product.

2) Unified process helps with project planning:

The Elaboration phase is where the majority of work that goes into planning and designing your software will take place. This makes it easy for everyone to plan their time accordingly so they know exactly what needs to be done.

3) Unified Process helps with identifying risks:

Risks are a part of any project, even Unified Process projects. In order to manage risks effectively, they need to be identified early on and then mitigated using strategies that have been defined by the team.

4) Unified process has a lot of technical guidance:

Unified Process is a very high-level methodology in terms of what it’s trying to accomplish. It’s a great starting point for teams that don’t already have their own development process in place.

Benefits of Agile Methodology

What are the benefits of Agile Methodology?

Agile project management has been the go-to standard for many dev teams, particularly startups and small companies, because it allows them to get work done quickly and efficiently.

There are many benefits to Agile. Some key ones include:

1) Agile workflows are visual and transparent:

When a team is working agile, there’s a strong focus on transparency and collaboration within the development process. This means that it’s very visual for all stakeholders involved in the project.

2) Agile has short sprints with small deliverables:

One of the hallmarks of Agile development is its short timeframes and small deliverables. This allows for rapid feedback and course corrections, so any errors will be found as quickly as possible.

3) Agile is great for remote teams:

If your team isn’t co-located, then working with an agile methodology can be a huge benefit. In an agile workflow, the team is responsible for their own tasks and deadlines. This can make life significantly easier for teams that are working remotely.

4) Agile encourages independent learning:

Unified Process Methodology has a strong focus on assigning tasks to specific people who work together until the task is done. Agility, on the other hand, does not have this concept. It centers around the idea that everyone should be able to complete any task they’re assigned. This encourages individuals to learn new skills and gain knowledge independently.

5) Agile is less structured:

Agile doesn’t have as many phases as Unified Process Methodology does, which means it’s more flexible and adaptable. This can be highly beneficial in some cases, while more structured methodologies might suit others better.

A Comparison of Agile vs Unified Process Methodology

A Comparison of Agile vs Unified Process Methodology

With both methodologies, there are many benefits that you’ll get to take advantage of when deciding which one is right for your team or project.

The biggest difference between agile and unified process is arguably the philosophy behind them. Agile is all about flexibility, speed, and responding to changing requirements—it focuses on the people developing the software (and not only their skills but also their personalities), allowing for processes that work best for each specific group of workers.

Unified process, however, is all about structure and process, with a heavy focus on documentation and development phases.

Many people view Agile as more suitable for smaller projects that can change quickly and adapt to new information. Others consider Unified Process to be better suited for larger projects, though it’s certainly possible to use Agile principles on large-scale projects or Unified Process on smaller ones.

It really comes down to personal preference and the type of project being worked on—some people are more collaborative by nature while others prefer a more individualistic approach, and that same diversity is something that agile and unified process both aim to embrace.

Can Agile and Unified Process Be Used Together?

In a word: yes. In fact, many companies find it useful to use a mix of the two methodologies, taking the best parts of each and using them on their projects.

As with all things project management, it’s important to remember that the specific needs of each individual project are going to be unique. The best way to approach these methodologies is not through thinking which one is better or worse, but rather by evaluating each one separately and thinking about how they could fit into your process.

Conclusion

To summarize, Agile and Unified Process both aim to introduce transparency and visibility into the project management process. The biggest difference between them is that Unified Process focuses on structure while Agile focuses on speed and flexibility.

Which process do you think is better for your project – agile or unified process?”

What Float Is in Project Management and Why It Matters

Float in Project Management

Projects usually have a variety of tasks that need to be completed during development. Some tasks need to be completed in a specific order and one cannot start until the prior has been finalized. If delays start to build up it can prevent the deliverables from arriving on time.

Every project has a critical path of tasks that need to be completed. Float is how much time you have until a task will impact the due date of the project. Learning how to monitor and plan for float is an essential skill for every project manager.

In this blog post, we’ll define float time in project management, what the benefits of using float time are, and what it means in a larger context. We will also give an example of float time in action.

What is Float Time in Project Management

What is Float Time in Project Management?

The time a task will take is defined as the float time, which indicates how long you have before it must be completed. The amount of time a task can be delayed without delaying the project’s deadline is known as total float time.

Any additional delay that may be allowed for a particular assignment before impacting the following activity is referred to as the free float time. It’s crucial to remember that float time isn’t always available; it depends on the type of job and its level of complexity.

Float time becomes important in project management when you need to understand how much time you have to delay a task without it impacting the due date of the project as a whole. This becomes especially important when tasks start to build up on the critical path and can delay the project if they’re not completed on time.

Free float delays aren’t as serious as total float delays, usually. If there is enough time for the subsequent task to absorb the delay this may not lead to major issues overall. Any total float delay is very important though, as it may cause the project to miss its date.

Zero Float Time

Finally, you might see the term “zero float time” used in project management. This refers to a task that needs to be completed so quickly there isn’t any room for delays at all. The total float time for a zero float task is always 0, which means it must be started as soon as possible and finished on schedule.

Benefits of Float in Projects

Benefits of Float in Projects

Using float is especially useful for project managers who are overseeing big projects that are juggling different tasks. If one task is delayed the next step isn’t affected because it has some float time to play with.

Float can also be used to offset any other tasks that are behind schedule, so they’ll have enough time to catch up.

This also allows for more flexibility in your daily workflow if you’re juggling multiple projects at once. For example, if you have a high-priority project and several low-priority ones, you can schedule your time to accommodate for the higher priority project by doing some preliminary tasks in advance.

This way if you have an unexpected delay for one project, or get ahead of schedule on one of the others, your overall daily workflow stays relatively under control.

Let’s take a quick look at some of the major benefits of using float:

  1. Prevents tasks from building up and impacting the due date of the project
  2. Allows for more time to complete high priority tasks
  3. Helps to manage resources more efficiently
  4. Can help to avoid rushing to complete tasks at the last minute
  5. Reduces stress and allows for a more relaxed work environment
  6. Keeps the team on track and focused on the project goals
  7. Helps to avoid overtime and additional costs associated with it
  8. Allows for a more accurate assessment of how long tasks will take to complete
  9. Prevents unnecessary delays from occurring and causing a ripple effect

What is the Critical Path in Project Management

What is the Critical Path in Project Management?

The critical path is the sequence of tasks in a project that is necessary for the project to be completed on time. If any of these tasks are delayed, it will impact the overall completion date of the project.

Project managers can determine the critical path by analyzing the dependencies between tasks. If a critical task is delayed, all tasks that depend on it are likewise delayed.

If there are multiple projects with different scheduling requirements, you can define a separate critical path for each project to help define your float time more accurately.

Float is an essential part of project management because it allows teams to assess their scheduling requirements and define a clearer timeline to help them stay on track without sacrificing quality.

Task Type Affects Float Time

As mentioned earlier, not all tasks have the same float time. It’s important to define what type of task you’re working with in order to determine how much delay it will tolerate before delaying the project as a whole.

Here are some specific task types and factors that impact their float time:

  1. Tasks on the critical path
  2. Short tasks with a lot of complexity
  3. Detailed design-related tasks such as testing, inspection, and quality control
  4. Customized tasks such as writing software code or designing complex projects
  5. Tasks that are required to be completed within a strict deadline (e.g., contract deadlines)
  6. Projects that have multiple individuals working on them
  7. More difficult tasks with higher risk factors, such as any task requiring innovation or creativity

Calculating Float in Project Management

Calculating Float in Project Management

In addition to allocating float time for different task types, there’s also a formula you can use to define how much delay is tolerable before total project completion. Using this calculation is a valuable tool in defining your schedules and identifying the most critical tasks that define the timeline of a project.

To define total float time: Subtract the finish date for the last task in the project from the date the project is due. This will give your total amount of leeway to deal with any delays.

To define free float time: Subtract the current task’s end date from the projected start date of the next task.

What Kind of Project Management Methods Benefit From Float?

Float can be used by project managers following many different types of frameworks. No matter what you have been trained in, or are looking at learning, float will become a key part of your knowledge base.

Using float is very beneficial in the following types of project management methods:

Agile

Agile

Agile methodology is a term used in project management for a framework that allows for changes and adaptations during the course of the project. It’s typically used in software development, but can be adapted for other types of projects as well.

One of the main benefits of using agile is that it allows for more flexibility and responsiveness to change. This makes it an ideal methodology for projects that are constantly evolving and changing.

Since Agile methodology is based on short sprints, it also allows team members to easily measure their progress and adapt their plans as needed.

Lean Six Sigma

Lean Six Sigma

The Lean Six Sigma methodology is a data-driven approach that helps organizations improve their quality and efficiency. It’s a combination of two popular methodologies- Lean and Six Sigma- and is designed to help teams achieve their goals in a more streamlined way.

One of the main benefits of using the Lean Six Sigma methodology is that it helps teams focus on the big picture. By identifying and addressing problems early on, teams can prevent them from becoming more costly and time-consuming down the line.

Critical Path Method

The critical path method, or CPM, is a project management tool that helps you define and optimize your project timeline. It does this by identifying the tasks on your project that are most critical to its success and then calculating the amount of float time available for each task.

The main benefit of using the critical path method is that it allows you to focus on the tasks that have the biggest impact on your project timeline. This helps you stay on track and avoid delays.

DMAIC

The DMAIC(or define, measure, analyze, improve, and control) method is a data-driven approach to quality improvement. It’s a problem-solving methodology that helps teams identify and address problems early on.

The main benefits of using the DMAIC method are that it helps teams focus on the big picture and it allows for more flexibility and responsiveness to change.

PERT

The PERT method is a project management tool that helps you define and optimize your project timeline. It does this by identifying the tasks on your project that are most critical to its success and then calculating the amount of float time available for each task.

The main benefit of using the PERT Method is that it allows you to focus on the tasks that have the biggest impact on your project timeline. This helps you stay on track and avoid delays.

Kanban

Kanban

Kanban is a project management method that helps you visualize your work and optimize your workflow. It does this by allowing you to track the status of each task and identifying any bottlenecks in your process.

The main benefits of using the Kanban Method are that it helps you focus on the tasks that are most important, it allows for more flexibility and responsiveness to change, and it helps you identify and address problems early on.

Float Time Example

Float Time Example

To give you the clearest idea possible of what float time is in action, let’s use a construction example. When building a house there is a critical path of tasks that need to be completed in order. You can’t install the toilet until the flooring has been laid down in the bathroom.

There’s no way to lay the flooring until the walls on that level have been erected.

In this case, if any of these tasks on the critical path are delayed, then the entire house construction project is delayed. This means that there is zero float time on a task like this and it can’t be delayed without delaying the entire project.

Let’s look at a less critical task.

If you were painting the interior of the house, this is not a task that impacts the whole project if it’s delayed. This means that there is some float time available to push off the painting until later without delaying the entire house construction project.

This does not mean that it can be pushed back infinitely or for an unlimited amount of time. If the painting task is pushed back to the point where it would delay handing the keys back to the client, then that’ll end up affecting the total float time.

Conclusion

Understanding float is an essential skill for project managers. No matter what methodology you like to run your projects with, incorporating float can keep your team on time and on budget.

Delays are inevitable but if you know how much you can absorb before it will push back your project completion date, you can plan ahead for worst-case scenarios.

7 Ways to Reduce Cost in Project Management

Cost Reduction Techniques in Project Management

You’ve put every possible effort into preparing a thorough estimate for your project. You’ve cut corners and accounted for unexpected costs. But now, when the project is halfway through completion, you’ve been ordered to trim the cost further.

You’re stuck. How do you do it? Most importantly, how do you cut the budget without compromising quality? Is it possible to rework the starting idea into a successful outcome and still deliver on your strategic objectives?

Deploying effective cost reduction methods in project management is no easy feat. Don’t feel rejected or frustrated. Instead, get prepared! Note that managing a project budget is a continuous process, and even if the initial estimate has been approved, changes are going to happen midway through the project.

It’s good to be informed about time-tested cost reduction techniques in project management to act early and prevent budget slippage. But before we delve in, let’s, first of all, define two terms to clear any possible confusion.

Cost-cutting vs. cost reduction

Cost-cutting vs. cost reduction: what’s the difference?

Cost-cutting is applied to reduce expenses directly and boost the business’s bottom line. It’s a reactive approach to cost management. Cost reduction, on the other hand, is more about optimization and better aligning. It’s a holistic view of the project lifecycle, where the traditional approach is replaced with rethinking requirements, freeing up resources, and increasing efficiency. To adopt proactive tactics, you’ll need to have a clear strategy before making a decision.

As a preparatory step, you’ll need to classify costs into so-called ‘good’ and ‘bad’ ones. Good costs serve business objectives, create value for the customer, and enable growth, while bad costs destroy value and waste resources. With a careful classification, you’ll red flag the costs that do harm and focus on those that contribute to business advancement.

Let’s now get acquainted with seven quick tips to help you implement sustainable cost reduction methods in project management and address cost drivers at their core.

1. Ensure proper allocation of resources

Resource planning is the critical process of identifying the resources required to execute and complete a project. It’s done at the beginning of the project before any actual work begins because without proper resource allocation, you run the risk of causing budget overrun.

People, equipment, and time are the key areas you’ll need to look into. That’s why identifying and assigning the right resources during the project initiation phase is essential to delivering projects within time and budget.

For a smooth process, centralize resources and information. This will allow you to balance resources, avoid duplication, and reduce resource idling.

Here is a pro tip: assess the impact of time on resource requirements. For instance, a critical resource may be available for only a limited period of time which means you’ll need to adjust your project’s schedule accordingly. Conversely, if a resource is going to be available only at a later stage of the project completion, you might need to extend the timeline to accommodate the availability of the resource.

Mentor and retrain your team

2. Mentor and retrain your team

Resources are now optimally mapped and distributed. Every possibility of cost reduction has been carefully considered. The next step for project managers is to develop a detailed work breakdown structure (WBS). Look at each subtask and identify how many people with what type of skills are needed to finish the task. Remember that assigning under-qualified resources will cause delays in delivery and compromise the quality of results.

Effective management avoids hiring resources at the eleventh hour. If you encounter workforce shortage at any stage of the project lifecycle, retraining can be a smart solution. Explore the in-house potential before you reach out to outside consultants. For instance, instead of hiring an independent contractor, you may consider training your team to get them up to speed.

Replacing expensive resources with cheaper ones is a mere cost-cutting strategy that isn’t sustainable. Therefore, consider having your more experienced team members mentor the folks who need that little push to unearth their full potential. There is an added benefit here. Upskilling junior resources will increase organizational agility and drive motivation further. Research is available to back up this strategy. Recent studies by Gartner indicate that, especially due to the evolving COVID pandemic, companies will have to adjust career pathing strategies and make targeted talent investments to witness continued growth and outperform competitors.

Project managers may assign the highest skilled personnel to high-priority tasks. Avoid this trap. When you think about cost reduction techniques in project management, you should consider distributing high-skilled resources across all projects. First, this will minimize the need for hiring expensive independent contractors. Second, this will provide a unique opportunity for other team members to get valuable professional guidance. Keep in mind that team-oriented and forward-looking tactics are always rewarded in future projects.

Outsource on an as-needed basis

3. Outsource on an as-needed basis

Start by exploring the non-core activities of your business. You’ll most probably find tasks that don’t add sustainable value to your business and are limited to a single project. These activities are the first ones to be outsourced to lower-cost specialists.

Furthermore, you may lack a specific skill locally. Have a well-thought-out policy in place to be able to leverage global resources. Low-cost resources can temporarily fill in the gap and help you control the budget.

And what if a critical resource leaves the organization? Last-minute hiring may cause disruption, create chaos, and compromise the bottom line. If you have a predefined outsourcing process and know what factors influence successful outsourcing, you’ll prevent failure in the event this critical resource decides to leave.

4. Analyze variances between forecasted and actual spending

The time rolls on. You continue overseeing the entire project through cost control and risk assessment.

When you search for cost reduction methods in project management, you should acknowledge that periodically tracking each milestone is absolutely crucial to prevent discrepancies. Rigorous comparison of the actual spending against the baseline budget can mitigate budget overrun and help you spot opportunities for cost reduction both in advance and on the go.

The greater the deviation between initial estimation and actual costs, the less likely it is for your project to succeed. What’s more, going over the budget affects project profitability and may even jeopardize the project’s completion (you might have to seek additional approval from different stakeholders to continue your work).

Account for hidden and unexpected costs

5. Account for hidden and unexpected costs

Here is an example. You had your product catalog ready and sent to printing only to discover that three products have the wrong discounted prices on them! Luckily, you don’t have the entire catalog printed yet, and there is a chance to replace that one page. Do you have a budget allocated for such mishaps?

From minor incidents to major rearrangements, last-minute hick-ups are inevitable. They do cost money, but if you aren’t prepared to handle them, those unexpected costs can break the deal and even affect your baseline. That’s when the golden rule comes into play – reserve 10-20% of the budget for unpredicted circumstances. Have your plan B. Projects rarely go without any deviations. To deliver the project on budget, account for an appropriate amount of money for twists and turns, unplanned hiring, or changes to the project scope.

6. Seek process improvements

Look for and detect money-saving process changes. Think critically about which processes can be standardized and stabilized to prevent major variations, establish capability, and prevent defects.

Ask your team: can we achieve our final goal differently? Is there rework, double-handling, or backflow that we can avoid and reduce cost? For example, is it possible to do work remotely instead of requiring office visits? Is it possible to accomplish this task through a joint session in a week rather than in three weeks using the predefined method? Dive deep, analyze, and come out with solutions that you didn’t think were possible.

Reduce project scope

7. Reduce project scope

You’ve checked and rechecked to ensure the project cost is accurately calculated, reflects the reality, and aligns with the business strategy. However, the overall cost remains a concern…

It’s time to try another cost reduction technique in project management: reconsidering the scope of the project. Is it too broad, or is there anything you can negotiate? Is there a task that is specifically costly and can be cut back? Is it possible to leave out a particular phase in a project?

Although the scope of the project was determined at the initial stage, you may still spot certain tasks that can be cut down. Start negotiations with different stakeholders involved – investors, vendors, partners, customers, etc. Single out the most critical processes and goals and see if any of the smaller, little-value requirements can be omitted without affecting the margin you aim for. Find out if you can achieve the same results with fewer resources, fewer people, or less expensive technologies.

Let’s sum up!

Cost management is an ongoing process and requires constant monitoring. Luckily, cost reduction methods in project management are diverse, and your final goal should help you determine which ones to pick.

Quick savings are easier to achieve; you cut corners here and there by eliminating unnecessary expenses. Be careful. Go beyond short-term cost containment. Develop solutions and build tools that help you reallocate resources and create sustainable impact. This will keep your team motivated and will never compromise the quality of the deliverables.

How to Deal with 10 Types of Difficult Clients

Dealing with difficult clients

Dealing with difficult clients is no fun. Not only can they make your work hours miserable, but their behavior can also take up mental space in your off-hours too … leaving you cranky, stressed out, and feeling put-upon, long after your workday has come to an end.

Fortunately, there is hope–once you know how to handle these demanding individuals. To help you accomplish that, we’ve identified the 10 most common types of difficult clients you’re likely to run into and what to do when you encounter one of them.

How to Deal with Difficult Clients

How to Manage 10 Types of Difficult Clients

1. “Always an Emergency” Edward

To an “Always an Emergency” Edward, every project is critical and needs to be completed yesterday. This client expects to be your top priority 100% of the time, even though he’s well aware you have other clients.

While “Always an Emergency” Edwards are challenging, the good news is that there is a solution, and that is not to overpromise. Instead, only agree to what you can reasonably deliver.

If you don’t, the Edwards of the world will continue to expect you to work weekends and late into the evening tending to their last-minute “emergencies” forevermore.

However, after you start setting firm boundaries and stop bending over backward to meet every last-minute request, an Edward will realize that if there’s something important he needs to have done, he better give you more notice upfront … and guaranteed, once he grasps that an emergency on his part doesn’t constitute an emergency on yours, he’ll do a much better job anticipating his work needs.

2. Penny-Pinching Paula

Penny-Pinching Paulas are on a tight budget and have little financial breathing room, should the project’s cost exceed their expectations … which is why when you encounter a penny pincher, you’ll want to be very clear about the scope of the project, as well as its cost.

For instance, if you’re doing hourly work for a Penny-Pinching Paula, give an estimate on the higher end, so she has a full understanding of what the work could potentially cost her.

If the project’s a large one that’s more challenging to estimate, consider breaking it down into milestones and estimating your effort per milestone.

By contrast, if you’re doing fixed-price work for a penny pincher, make sure you’re very clear about what they’ll get for their money before you even start work–for instance, two revisions, rather than endless revisions until they’re completely satisfied.

Bottom Line? While you can’t do anything to improve a Penny-Pinching Paula’s budget, you can provide her with a realistic idea of what the project’s likely to cost, while making sure she doesn’t tack on extras that are outside the scope of the project.

“Not This” Nate

3. “Not This” Nate

A “Not This” Nate can’t tell you what he wants, he only knows that he doesn’t like what you delivered–a scenario that’s especially frustrating when you put a lot of time and effort into producing great work.

Worse, when you get a “Not This” Nate’s negative feedback, you often have no idea what direction to go in next. If he didn’t like work you were really proud of, what will he like?

The solution to working with a “Not This” Nate is to ask for examples of work that he does like, and then put your detective cap on by asking questions, like, “What is it about this work that you appreciate?” and “In what ways would you like the work I create for you to be similar?”

By asking the right questions, you can get a better sense of what your client is looking for and modify the work to their liking. However, if you still can’t get on the same page, there is some good news.

A “Not This” Nate will often assume you’re the problem, rather than his own lack of clarity. So, if you really struggle to make a Nate happy, he probably isn’t going to rehire you, freeing up your time to work with better, easier clients!

4. “Scope Creep” Sally

A “Scope Creep” Sally tries to maximize the amount of work she gets out of you by continually adding extras to her initial project request–which is aggravating enough on its own, but even more so if you’re working for a fixed-price or have a tight turnaround.

The best way to deal with a “Scope Creep” Sally is to detail specifically in writing what the project deliverables are and which items are out of scope, so there’s no confusion.

You also want to make it clear to a Sally that should the scope be revised after you’ve already started the project, there’ll be additional costs and a revised timeline.

Airhead Al

5. Airhead Al

An Airhead Al has his head in the clouds. Perhaps he’s juggling too many projects or maybe he’s just organizationally challenged, but whatever the reason, Airhead Al doesn’t give you critical information.

For instance, a client like this might hire you to design a landing page and tell you there’s no deadline, but then two weeks later mention that the page needs to be finished right away because oops, he forgot to mention that it’s for his webinar… which is next week.

While you can’t cure clients of their flightiness, you can head off frustration by making sure you never assume anything when you’re dealing with them. So, pin an Airhead Al down, ask questions, request more detail–in short, never surmise that you have all the key information.

Although Airhead Als might not remember to share important details on their own, you can typically uncover all the relevant information by asking good follow-up questions.

6. “It Won’t Take Long” Laura

If you’ve been dealing with clients for a while, you’ve probably already come across an “It Won’t Take Long” Laura. You know the type … this is the client who tries to convince you that a project won’t take very long at all–when you happen to know otherwise.

In cases like these, it’s best to stick to your guns (i.e., your original estimate), rather than to agree to something you suspect you won’t be able to accomplish. After all, it’s far better to be honest about what you believe is involved than to later look unprofessional, because you agreed to a cost (or deadline) that you couldn’t meet.

You can always tell a Laura that if you start the work and find that it’s taking less time than anticipated, you’ll let her know, but otherwise, your estimate stands firm.

“Forget the Feedback” Fred

7. “Forget the Feedback” Fred

A “Forget the Feedback” Fred isn’t open to your suggestions–even in cases where he hired you for the very expertise you’re providing! In short, he wants things done in a certain way … a way that you don’t think is in the best interest of his business.

When confronted with this type of client, it’s important not to take things personally. Instead, explain why you’re making the recommendation you are in writing and elaborate on your reasoning. Then, emotionally detach from the outcome and allow your client to make his own decision.

In some cases, you might be able to change his mind, in others, you won’t. However, since the decision affects his business, it should ultimately be his call.

8. Workaholic Wendy

You know the type … a Workaholic Wendy is constantly burning the midnight oil, rarely takes a vacation, and even churns out emails on Christmas. That’s all well and good for her, but this kind of client expects the same dedication from you. Uh-uh.

The best way to handle a Workaholic Wendy is to set expectations right from the get-go. For instance, you might explain to a Wendy that your email response time is 24 hours or that you only respond to emergencies on the weekend–anything else can wait until Monday.

Additionally, you’ll want to make sure that you establish firm boundaries and stick to them. So, if you’ve already informed Workaholic Wendy that you don’t answer emails over the weekend unless they’re an emergency, do what you said you would–and wait until Monday to respond.

9. Bureaucratic Bob

Bureaucratic Bobs are all too common at large corporations. Rather than being able to make relatively simple decisions on their own, Bureaucratic Bobs need to get input from an entire committee about the latest blog post you wrote or the shade of blue you used on a graphic.

Unfortunately, Bureaucratic Bobs come with the territory when you’re working for big business. And although they may be frustrating, a lot of that frustration comes from the confusion of multiple people providing you feedback.

While you may not be able to change the bureaucracies of Bob’s workplace, you can insist on having just one contact person–someone who can act as your sole company liaison, so you don’t have multiple people providing you with direction.

Nitpicking Nancy

10. Nitpicking Nancy

Nothing’s ever good enough for a Nitpicking Nancy. This demanding client will dissect and pick apart every little thing you do, finding even the smallest of “flaws.” Don’t worry, it’s not you–it’s them. Almost certainly their negativity predated your relationship.

The best way to deal with a Nitpicking Nancy is to avoid clients like these in the first place. So, how can you identify a Nancy? If you’re on a hiring platform, your first step is to check her feedback from other contractors.

Another telling clue is when a client asks if you provide unlimited revisions. If they have to ask, it’s usually because they already know that they’re rarely satisfied with just one or two edits.

That said, let’s say it’s too late–you’re already working for a Nitpicking Nancy, what should you do? First of all, don’t take it personally, some people just have a negative disposition that doesn’t have anything to do with you.

In which case, this is a client that’s well-worth firing, because nothing will ever be good enough for a Nitpicking Nancy. Not only will she sap your time and energy, but she’ll also leave you incredibly frustrated in the process.

Rather than deal with that, sever the relationship, so you have more time to work with the clients you do like.

How to Measure Employee Engagement

How to measure employee engagement

Employee engagement has become somewhat of a buzzphrase in the last decade. We hear it a lot, but what does it actually mean? Fundamentally, an engaged employee is a person that is dedicated and enthusiastic about their job and the success of the organization they’re a part of.

There are many reasons why businesses would like to have an engaged workforce—some of the most important ones are increased productivity and low employee turnover rates. These people care—their passion goes beyond the paycheck.

A critical part of improving employee engagement is understanding what your company is doing right and the things it can improve on. Once that’s done, you’ll be able to identify KPIs that need extra attention, which will, in turn, fuel your employee engagement strategy.

In this article, we’ll take a closer look at how businesses should go about measuring the engagement of their staff and the value that it brings to the table.

Let’s dive right in, shall we?

Why does employee engagement matter

Why does employee engagement matter?

As of recently, employee engagement has become a priority for businesses worldwide—and there are plenty of reasons for it. We’ve mentioned above, an engaged workforce is more productive and loyal, but it’s also likely to lead to greater customer satisfaction, better reputation, and overall stakeholder value.

Gallup, a reputable analytics and advisory company, has been measuring the engagement of the US workforce since the year 2000. Some of their latest reports on the topic suggest that North-American employees are more enthusiastic and committed to their work. However, they only constitute about a third of the total number of workers, which is pretty unsettling if you think about it. Nearly 17% of people are actively disengaged, while the rest (about half) are somewhat disengaged.

There is a broad spectrum of things that can influence employee engagement—meaningful relationships with coworkers, enjoying the support of upper management, skillsharing, alignment with the organization’s goals, and so forth. Fundamentally, every worker wants to feel valued and respected—we all want to know that what we do matters and that our voices are heard at work.

The engaged and the disengaged

The engaged and the disengaged: a world of difference

A person that is engaged at work doesn’t typically see their job as an obligation but more of a chance to excel. On the other hand, disengaged workers often need to be stimulated to work on an hourly basis—their pessimism pervades their workday and affects their colleagues as well, which acts as a detracting force for them. This lack of engagement can also affect your organization’s clientele if your customer-facing employees feel unenthused about their jobs.

There’s a growing body of research that underlines the overwhelming effect lack of engagement has over businesses on an annual basis. For instance, one study suggests that US-based companies lose around $350 billion of lack of engagement alone—yes, “billion” with a B. As exorbitant as these figures may be, it’s safe to say that they don’t come as a surprise. After all, only a third of the employees in the United States are actually engaged at work—and organizations are missing out because of it.

According to a Towers Perrin study, nearly 85% of workers who identify as engaged believe it is within their reach to provide their companies with value. Disengaged employees believe that as well. However, only a third of them do. The differences don’t stop here. Let’s take a quick look at the critical differences between engaged and disengaged employees:

Engaged workers Disengaged workers
Positive outlook Negative outlook
Team-oriented Self-centered
Delivers beyond expectation High absenteeism
Solution-oriented Negative attitude
Passes along credit but accepts blame Accepts credit but passes along blame

How do you measure employee engagement?

Given how complex and multifaceted employee engagement is, organizations should consider exploring multiple ways of measuring it. The tools available for establishing it are fairly limited, and looking into a couple of metrics and research methods will yield more confident results. Here are a few of them.

Employee net promoter score (eNPS)

Net Promoter Score (NPS) is a common metric used by marketers, UX designers, UX researchers, and a wide array of different professionals. The main idea behind it is to understand how many clients are loyal to your brand and whether they would recommend your product or services to their friends and family.

On the other hand, employee Net Promoter Score (eNPS) is a similar metric that aims to gauge employee loyalty. Measuring eNPS, like NPS, is pretty straightforward—ask your employees how likely it is for them to recommend the company as a good place to work.

The data for this metric is collected via a one-question survey. Typically, employees have to rate how likely it is that they would recommend their workplace on a scale from 1 to 10. One, in this case, means that it’s highly unlikely, while ten means that it’s very likely. It’s essential that your employees’ answers are anonymous.

Once you’ve collected the data, it’s time to segment them into three categories: detractors (0-6), passives (7-8), and promoters (9-10).

It’s worth mentioning that this metric won’t provide you with an in-depth understanding of the reasons why people are or are not happy with working in your organization, but it does offer a better understanding of the engagement climate in the company.

Pulse surveys

Pulse surveys are designed to provide short-term snapshots of your employees’ satisfaction and engagement. You can run them once a quarter, month, or even week.

When it comes to pulse surveys, it’s always a good idea to repeatedly ask at least some of the questions. This will allow you to gauge the progress on certain parameters over time and understand whether the measures you’ve applied have worked. This will let you know where to focus your efforts to have the biggest impact on your workforce’s engagement.

However, it’s important to underline that while quick and frequent surveys can provide you with lots of valuable data, organizations shouldn’t base their entire engagement strategies on them. They’re an awesome tool that can help you uncover potential issues, but at the same time, they often lack depth and can’t really provide you with a lot of actionable insight.

Stay interviews

Exit interviews are a standard in modern organizations—it’s a useful practice that allows human resources and upper management to understand what motivates their employees to leave the company. However‚ it also begs the question, “why even wait for people to leave?”.

Stay interviews allow you to understand what people like about working in a company, as well as the biggest challenges and roadblocks they have to deal with. They are a source of valuable information that helps businesses understand how to improve their employees’ experience at work. It’s fair to say that this is a far more productive and actionable approach that will also help decrease employee turnover.

Employee absenteeism and turnover rate

We all know that engaged workers are enthusiastic and passionate about their work, but sometimes the focus of your research should be aimed at those who aren’t.

A good way of gauging how your workers feel is by taking a closer look at turnover rates and absenteeism. While both of them are lagging indicators, they can provide you with a better understanding of how engaged or disengaged people are.

According to Gallup, organizations should aim to keep their annual turnover rates below 10 percent. Some turnover might actually be good for the company—it allows dissatisfied people to seek more suitable opportunities, which will help the company grow. However, high staff attrition means that you’re losing lots of money previously invested in hiring them, but more importantly, it suggests that some aspects of the organization are seriously mismanaged.

Furthermore, analyzing absenteeism and attrition in particular teams and departments may show if managers are doing their best to keep their colleagues engaged and satisfied with their work environment.

Aside from establishing how many employees choose to leave your organization and whether the number is too high, it’s important to learn about the reasons behind their decisions, which brings us back to stay interviews.

Employee resilience

Employee resilience

An essential quality of an engaged employee is their ability to continuously adapt to the changes in the organization. This quality is typically called “resilience,” and resilient employees are most likely to spend more time working in the organization, which comes with a wide array of benefits.

There’s no quick answer to how resilient your employees are since this is a fairly complex parameter. It includes indicators such as self-efficacy, optimistic outlook on the company’s future, social support, and others.

However, there is a clear gap between employees that are resistant to change and those who are not. The former will most likely spend at least 3-4 years in your organization, while the latter will probably end up leaving in under 12 months.

In order to assess the resilience of every individual employee, companies should gather data via polls and surveys. These research methods need to be designed around a person’s commitment to the workplace and the leadership within the organization. Similarly, these studies should explore whether employees can maintain a healthy work-to-life balance during their tenure at the job. However, it’s essential to underline that it’s not exclusively the employees’ responsibility to manage their work-to-life balance—organizations can and should invest resources in improving this aspect of employee experience.

Here are a few relevant questions that you can ask your employees to get a better understanding of their wellbeing at work:

  • How do you find your current work environment?
  • Are you able to manage your work-to-life balance efficiently?
  • Do you feel like you’re able to build meaningful relationships at work?
  • Is there anything you would like to discuss or need help with?

Focus groups

One-on-one calls and meetings are a very useful way of understanding how engaged your workforce is, but it isn’t the most feasible approach if you have a few hundred or thousand employees. Focus groups are a better way to gauge the engagement climate in large organizations, as well as understand their pet peeves, likes, and attitudes.

When organizing a focus group, it’s important to put together a fairly diverse set of participants from different teams and departments in order to get a broader outlook on things. During these sessions, you can present the participants with potential changes you’re looking to introduce in order to see how they feel about them. Similarly, you can hold conversations with them on specific topics about their experience at work. Here are a few examples:

For engagement-focused insights, ask questions like:

  • Do you have a good sense of your role in contributing to organizational goals?
  • Is there anything that’s limiting your growth in the organization?
  • Do you agree about the way our company defines “success”?

Employee retention

Employee retention

We mentioned above that employee resilience is somewhat correlated with engagement, which is why employee retention is also a good way to understand how enthusiastic your staff is about working in your organization.

Another important aspect that organizations should keep an eye on are age groups and gender. For example, if there is a disproportionate number of women leaving your organization, there might potentially be discrimination issues that need to be addressed in your workplace. Respectively, it’s important to invest time and resources in promoting gender equality.

Employee productivity

Given that there is a strong relationship between engagement and productivity, it’s always a good idea to measure the latter to understand the former.

Productivity is somewhat of an elusive concept, and different organizations may choose to measure them in different ways, depending on the industry they’re in and a host of other parameters. However, there is a universal way of understanding how productive your employees are—divide your revenue for a particular timeframe by the total number of workers in your organization. This will allow you to establish a baseline and assess how the productivity of your workforce grows or declines over specific periods of time.

However, it’s worth mentioning that your productivity metrics will vary significantly depending on the type of business you’re in. Similarly, it’s always a good idea to measure the productivity in different teams and departments in order to get a more granular view of your employees’ output.

The bottom line

Engaged employees are an essential asset for the success of an organization. However, it would be incorrect to expect your employees to be enthusiastic about their jobs by default—companies should invest time and money into a well-thought-out engagement strategy that prescribes best practices regarding job design, training, compensation, performance management, and a wide array of other parameters.

What Is Quantitative Business Analysis, and How Can it Help My Business?

Quantitative Business Analysis

Every company owner wants to understand how their business is doing. And every potential investor wants to ensure they have as much information as possible about a company before they put their money into an organization. Running a company is a complicated and demanding process, and it’s not always easy to get a clear picture of the situation—especially when you’re in the middle of its affairs. Business analysis techniques provide us with a framework to ask relevant questions and understand just what’s going on within an organization.

In this blog post, we’ll take a closer look at the benefits of quantitative business analysis and the kinds of tools it brings to the table.

Let’s dive right in.

Qualitative vs. quantitative analysis

Qualitative vs. quantitative analysis

We can break business analysis into two types—qualitative and quantitative analysis. Both provide valuable insight, and using them together is the best way to evaluate a business successfully. So, before we get into the details of quantitative business analysis (QBA), let’s quickly compare the two approaches.

Qualitative analysis

Qualitative analysis involves examining aspects of the business and its market that cannot be quantified (expressed numerically). For example, we might use qualitative techniques to assess a business’s:

  • Core business model  — how does the company operate?
  • Motivation — what is the company trying to achieve?
  • Integrity and values — how does the company measure up ethically?
  • Corporate governance — do the people involved live up to the company values?
  • Target audience — what are the customers’ goals, aspirations, and fears?

Clearly, these are important factors in any business decision. They are also impossible to quantify. We can assess these aspects in different ways – many of which will be particular to us – but we can’t use them to crunch numbers and reach meaningful conclusions.

Quantitative analysis

Quantitative business analysis means using hard data to assess the health of a business and make predictions about its future. With QBA, we ask questions using specified parameters and variables and use numerical values to express the resulting data.

For example, as an investor assessing a potential investment, you might set minimum acceptable values for the following factors:

  • Earnings per share.
  • Return on equity.
  • Return on capital.
  • Free cashflow.

After analyzing the data, you would make a decision based on whether the business in question exceeds your minimum values or not.

What quantitative business analysis is used for

What quantitative business analysis is used for

Whether you’re an investor looking to assess the performance of a prospective investment, or a business owner aiming to make your business more efficient or profitable, quantitative business analysis provides you with the tools you need to make decisions. QBA techniques are often used to examine relationships between variables, such as:

  • Spending.
  • Revenue.
  • Profits.
  • Market share.

We can use QBA to assess most aspects of business performance and help us understand hidden correlations and relationships. Some typical applications are:

  • Forecasting.
  • Reducing costs and increasing profit.
  • Predicting customer behavior.
  • Understanding brand penetration.

The role of statistics

The role of statistics

Statistics often get a bad rap. You’re probably familiar with the phrase, “There are three kinds of lies: lies, damned lies, and statistics.” Although the origin of the phrase is uncertain (they’re often attributed to Mark Twain, but he attributed 19th-century British prime minister Benjamin Disraeli, and there’s no record of him using the phrase), many of us have taken the words to heart and are somewhat mistrustful of statistics.

While it’s true that statistics without proper context are meaningless and misleadingly presented statistics can be used for dubious purposes, statistical methods are the backbone of quantitative business analysis and give us powerful tools to aid our business decision-making.

Quantitative business analysis techniques

We’re not going to dig too deep into the technical side of QBA here, but it is advisable to get a basic understanding if you’re planning on combining quantitative business analysis and business decisions. There are a dizzying number of quantitative analysis methods that we can use in business analytics, but today we’ll stick to a few of the most commonly used techniques.

Break-even analysis

One of the more straightforward types of QBA, we use a break-even analysis to compare business spending with revenue over a specific time period to determine how much money the company has to bring in to cover its costs.

Regression analysis

We use regression analysis to assess the relationship between two or more variables. If there are two variables, we call it simple regression. Multiple regression involves three or more variables. An example would be identifying a correlation between how much we spend on materials to produce a product and the profit the product generates.

Time series analysis

With time series analysis, also known as trend analysis, we examine historical data to predict future performance. An example would be looking back over sales performance during past Christmases and using that data to make a forecast for the upcoming festive season. This method is best used for short-term forecasting.

How quantitative business analysis helps businesses

How quantitative business analysis helps businesses

By using verifiable, high-quality data to assess business performance and make forecasts, we free ourselves from the biases and emotional reactions that can cloud our judgment. We also find a deeper understanding of the currents and trends that shape the market but aren’t necessarily obvious.

We can use QBA not only to assess business performance, but improve it. By implementing plans based on the result of our analyses, we can see improvements in areas like:

  • Cost efficiency.
  • Team performance.
  • Sales forecasting.
  • Brand recognition.

How to implement quantitative business analysis

While you can utilize QBA techniques yourself, unless you’re a statistician or data scientist, it’s going to be a challenge with a steep learning curve. If the business you want to analyze is small, or you only want to answer one or two simple questions, a DIY approach could work. There are plenty of courses available online to help you learn the skills. Beware though, because poorly designed or implemented analysis is at best a waste of time and could cause damage if you make business decisions based on inaccurate data.

For most people, employing a professional is the best way to get reliable, meaningful results. An experienced business analyst will work with you to determine what data you want to gather, the most appropriate methods to collect them, and which techniques should be used for the analysis.

Whichever route you decide to take, the process will go something like this:

  1. Define the questions — what exactly are you trying to learn about the business? It’s vital to be as precise as possible.
  2. Determine which analysis technique to use — this will depend on what you’re trying to get out of the analysis.
  3. Decide how you’re going to collect the data — for example, will you conduct an email campaign? Use a crowd-working platform? Physically ask people questions as they leave a store?
  4. Implement the data collection methods — get the infrastructure in place and conduct any necessary staff training.
  5. Gather the data — remember, the data needs to be high quality and relevant.
  6. Perform the analysis — apply your chosen technique to crunch the numbers.
  7. Use the findings to take action — once you have your results, do something with them. If you find yourself dismissing or ignoring the results, ask yourself why. Did you ask the wrong questions? Make mistakes with the data? Or are the results telling you something you’re reluctant to admit?

Things to remember

Things to remember

Before jumping into your analysis, make a plan. Lay out exactly what you want to achieve and how you’re going to achieve it. Here are a few things to bear in mind:

  • Ask the right questions — it’s crucial to ensure that the data you’re gathering is relevant and usable.
  • Use high-quality data — faulty data leads to false conclusions, so gather your data carefully.
  • Keep it simple — don’t try to analyze too much at once – you’ll run the risk of confusing the results.
  • Context is key — no business exists in a vacuum, so make sure to include competition and the broader market in your analyses.
  • Bad analysis is worse than no analysis — if in doubt, hire a professional!

The bottom line

Quantitative business analysis allows us to dig deep into data to understand business performance, identify patterns that might not be immediately obvious, and make reliable forecasts about the future. We can use QBA techniques to inform our business decisions and improve performance within our organizations.

QBA can be used alongside other types of analysis to form a complete picture of a company’s health. Because the methods involved are complex, it’s a good idea to consult a professional business analyst before you get started. Understanding the process is valuable, though, so it’s worth getting to grips with the terms and various techniques involved.

How to See the Forest and the Trees: Setting Short Term and Long Term Goals

Short Term vs Long Term Goals

Do you set New Year’s resolutions? Life feels like a clean slate on January 1st, and it’s so exhilarating to pursue something you’ve always wanted. Maybe it’s to lose weight, develop a new skill or finally get out of a dead end job.

But then, it’s so often the case that once the Superbowl party rolls around, all the goals go kaput. It’s so discouraging to watch dust collecting on the new treadmill, to have new books sitting unopened on the coffee table, and to face the same long commute to a boring job, with no end in sight.

Chronically setting goals and never achieving them makes it feel pointless to set them at all. Why try if you’ll only feel like a failure in the end?

What if goal setting was tantamount to being granted a wish that’s certain to come true! What would you ask for? A house? Better health? A brand new car?

The truth is, you really can achieve “impossible” visions. Goal setting isn’t about falling short and always missing the mark. It’s about putting a plan in place to realize wonderful things in your life.

In order for goals to be effective, you need to pan in and pan out at the same time. In this post we’re going to look at how achieving goals requires the right mix of long term and short term goals…and a few strategies for keeping yourself on track!

The Myth of Overnight Success

The Myth of Overnight Success

Do you ever read those “40 under 40” articles about really young people who seem to have it all? They’re successful, bright, wealthy and it all apparently happened overnight.

If you dig a little deeper, however, you’ll realize that it isn’t like that at all. In her reality show “My Life on the D-List” comedian Kathy Griffin points out that achieving success is about slogging through the muck of hard work for years and years. And she’s not alone. Most anyone with a success story has had to grind away for years, to no acclaim.

To make an analogy, achieving a huge milestone is like a dam breaking. Over a long period of time, water gradually builds up, and then finally one day the dam gives way to one epic splash. That is to say, success doesn’t just happen. It’s the result of continually pounding away at a vision.

If you don’t set goals, you’ll still make decisions about how you spend your time. But the decisions are made without a lot of reflection. It’s really easy, for example, to develop a habit of eating out most nights of the week…and then at the end of six months wonder where the money is for a summer vacation.

Not setting goals is a bit like driving a car with no destination in sight. You’ll end up somewhere eventually, but it may not be anywhere you wanted to go!

Goal setting is about taking the macro view of your life, or one area of it, and getting deliberate about the choices you make. It’s about determining the direction you want to head in, and looking at the steps needed to get you there.

Tips on Goal Setting

Tips on Goal Setting

We set goals for all areas of our life. Maybe you’re looking to budget for retirement and a vacation at the same time. Or maybe an organization has the objective to create a culture with more transparency.

When shaping goals, a good starting place is to unpack everything related to the topic.

If it’s a financial goal, outline all your financial obligations, both short and long term. This may include a college fund, a summer vacation, a new car, groceries, monthly bills, house payments, and retirement.

Or with a goal related to company culture, consider all of the factors that shape the culture: communication tools, recruitment methods, rituals around meetings, project planning procedures, and policies around work life balance. There’s really a lot that goes into company culture, so this takes some real brainstorming.

The next step is to look at all of these pieces and develop the goal. Crafting the right goal per your situation is central to achieving it. Let’s look at characteristics of a good attainable goal.

Set Goals, Not Desires

Set Goals, Not Desires

A goal is measurable, and focuses exclusively on work you can control.

Maybe you’d like to have a transparent company culture. At first blush, this seems like a perfectly appropriate goal. However, changing a culture has a lot to do with things completely out of your control. It’s dependent on the cooperation and behavior of other people within the organization.

Having a transparent culture, then, is really a desire and not a goal.

Developing a goal around this entails doing specific things that might bring about more transparency. These could include things like sharing the long-term strategy with the entire team, soliciting feedback from everyone at the end of a project, or regularly scheduling skip level meetings with the team.

Incorporating these practices would hopefully bring about transparent company culture. If not, it’d be necessary to shore up a new set of goals.

Set Motivating (not Demotivating) Goals

The way we frame a goal affects the level of enthusiasm we bring to it.

Consider these goals around weight loss: “I want to get out of my oversized clothing” and “I should start eating better” and “I want to look great this summer.”

Although each of these goals achieves the same end, the last one looks at the desired result and is far more aspirational. The first two focus on the problem, and feel discouraging.

Or within a company, setting a goal of “figure out what went wrong with the failed products from last year” may well bring about dissension within the team. Rather, a goal to “design innovative products that serve customer needs” keeps the team forward looking and thinking creatively.

When framing goals, it’s best to get away from “should” language and an emphasis on failure. In order to make the goal aspirational, focus the goal around the desired objective.

Make Trade-offs

We live in a world with finite resources, including time, labor, and money. This means we can’t achieve everything. If a company, for example, sets a quarterly goal to start a new podcast, then the time and money dedicated to this takes away from another desirable objective of, say, starting a newsletter.

A realistic approach to goal setting means accepting trade-offs. In order to determine the supreme objectives, it’s good first to lay out all possibilities onto the table to evaluate them.

The MosSCoW Method of Prioritization effectively helps with this process of sorting through various goals. It’s about identifying the musts, shoulds, coulds and won’ts of a project or objective.

By identifying things that “must” happen, it’s easier to then decide areas that can slide down on the priority list.

In sum, setting good goals makes it easier to achieve them, so take some time to craft good goals. You may find that in achieving one goal, others fall into place as well!

Setting Long Term Goals

The Macro View: Setting Long Term Goals

We all have a fantasy of where we’d like our lives to be, and each of ours is a little different. If you could have a completely different life in ten years, what would it look like? Maybe you’d have an entirely different career, or even be working for yourself. Maybe you’d live in another place, and own your own home. Or maybe you’d achieve a huge physical milestone, such as climbing a mountain or deadlifting 200 pounds.

Tony Robbins has been known to say that “We overestimate what we can accomplish in a year, and we underestimate what we can accomplish in ten years.”

Goal setting oftentimes is focused on the short term: the ten pounds we want to lose, the savings for a vacation this summer. And we get discouraged when we don’t achieve these, as we may have set our sights too high.

However, the fact is, when we set our minds to something, we can shift our lives 180 degrees within six to ten years.

Long term goals aren’t achieved linearly. We only cross the finish line after a lot of hiccups, setbacks, detours and roadblocks. And so be sure to anticipate them!

And sometimes, your final objective isn’t crystal clear at first. But that’s ok.
Maybe you’ve quit your job in search of “something else” that you can’t define precisely. Just by outlining some of your musts (I want more freedom, I want more independence, I want more work life balance) provides direction. Clarity comes from taking steps in the direction of these musts.

Here are three pointers to keep in mind when setting long term goals.

1. Ask Questions to Clarify

When you have a lot of uncertainty around a long term goal, it’s good to ask questions to arrive at a better understanding of where you want to be.

A good set of questions clears away some of the brain fog. If you’re setting goals around a career, ask things like “What kind of environment do I want to be working in?” “Where do I want to live?” “What do I value most in a company culture?” “What skills do I want to utilize?” and “In what situations do I feel the most energized?”

Taking the time to answer a good list of questions allows imperatives to surface. It creates priority and some “musts” start to emerge. From there, it’s easy to chart a path toward making a long term goal a reality.

2. Pick One (or Two) North Stars

Generally speaking, long term goals are huge milestones. When you have a list of five or ten, it’d take a superhuman to achieve them all. Simply attempting them leads to burnout.

And, by making everything important it means that nothing really is important.

Limiting long term goals to only one or two makes them much more achievable.

Narrowing goals down also gives your ship a clear direction to sail in. In letting the North Star be your guide, you may find that many other things fall into place as well.

3. Seek Out Resources and Experience

Oftentimes, embarking on a vision is a step into the unknown. Maybe you’re considering diving into a career you know nothing about. Although this is exciting, it also begs the question, “Am I suited to this type of work?”

Determining whether or not you really want to achieve your goal entails seeking out educational resources, as well as having some hands-on experience.

For example, when embarking on a new career, materials such as the career-change workbook “What Color is Your Parachute,” personality tests and internships all serve to let you understand if you’re headed in the right direction.

In sum, it really is possible to change your life. Long-term goal setting entails embarking on a path, and learning as you go along. Oftentimes, along the way you achieve greater clarity as to where you ultimately want to be headed.

Setting Short Term Goals

The Micro View: Setting Short Term Goals

“Every action that brings a company closer to its goal is productive. Every action that does not bring a company closer to its goal is not productive,” says the character Jonah in Eliyahu Goldratt’s bestselling book, The Goal.

When you’re in a situation you don’t like, it’s easy to have a myopic focus on a short term goal. Maybe you’re stuck in a job where every day is the same and there are no opportunities for growth, and so you decide that you will take any other job opportunity you can find.

Or maybe you really want to lose some weight, and so go on a crash diet to lose it all in just six or eight weeks.

But this narrow focus doesn’t always pan out. Often, the next job is just as bad as the first, or you gain all the weight back right away.

Effective short term goals are about alignment. It’s a two step process of first identifying where you want to be in five or ten years, and then working backwards to see how to get there.

As Brian Tracy, author of Eat That Frog, 21 Great Ways to Stop Procrastinating and Get More Done in Less Time, says: “In your work, having a clear idea of what is really important to you in the long term makes it much easier for you to make better decisions about your priorities in the short term.”

Oftentimes, the long term goal is the big, glamorous achievement, such as a new career or a new home. The short term goals, however, are like the back end work which no one but you notices. These, however, are critical to achieving the big vision.

In order to keep on track, here are three pointers for succeeding in short term goals.

Break Work Down

1. Break Work Down

When setting short term goals, it’s hard to gauge how long some things take. Maybe we take on a quarterly goal to run a half marathon, and find that it’s way out of our reach.

In order to achieve the short term goals we set, it’s good to break a larger task down into smaller tasks that can be completed in just a week or two.

So something like “go out for three five-mile runs” might make a better short term goal, as this can be accomplished in just one week.

And of course, it’s always good to celebrate your wins, no matter how small.

2. Be Willing to Pivot

Progressing with short term goals is like taking a journey toward a final destination. As you progress, it’s good to pause and reflect on how things are going.

Are the action steps you’re taking moving you closer to your long-term goal? And does that long term goal still look like a worthy endeavor?

It’s ok to pivot based on the feedback. Maybe you headed back to school to study law, and discover that it’s just not at all what you had in mind.

Our long-term goals aren’t set in stone. They’re malleable, and depending on what we learn along the way, we can move the goal post and change the North Star.

3. Take One Step at a Time

When working toward a long term vision, it may feel like you’re moving at a snail’s pace. But a glacier doesn’t melt overnight.

It takes patience to press on, trusting you’ll reach the finish line eventually. By focusing on small wins and celebrating them, it’s easier to stay on track.

In sum, short term goals are often the somewhat tedious, back end work that you need to do in order to achieve a larger goal. But short term goals give you a boost of momentum. These small successes motivate you to achieve the big victory. And don’t be afraid to adjust course as you continue along.

Strategies for Staying on Track

Strategies for Staying on Track

Achieving goals is a journey. At some turns, you experience exhilarating, expansive views. However, at other times you feel like you’re stuck in the badlands, making very little discernible progress with no end in sight.

It takes some stamina and finesse to press on and navigate these inevitable ups and downs. Here are a few strategies for staying on track.

1. Remember the Why

Glamorous goals all entail boring work such as writing code, doing the books and cleaning up messes. These things take time, and they all need to get done.

It’s a real slog getting through “meaningless” tasks, and so make an effort to maintain focus on your “why.” What’s the overall goal you hope to achieve? What’s the dream?

A vision board with the goal clearly displayed keeps you mentally aligned to your long term objectives, even amidst the daily grind. Placing a vision board in sight of your work area keeps you thinking big during all the mundane tasks of your day.

2. Use Metrics

Some goals have a clear and definite finish line. Say something like completing a book: once you’ve finished the last page and closed the cover, it’s definitely completed.

Other goals, however, are far more nebulous. Consider a goal such as “increase marketing efforts.” Although this is certainly a worthy goal, it’s such a huge, broad topic that it’s hard to define when you’ve “completed” the goal and can cross it off your list.

In these sorts of instances, it’s helpful to set clear metrics around the goal, so that you can know when you’ve given it a good faith effort and can move on.

With a goal to increase marketing, for example, both time or quantity metrics provide appropriate limits. Maybe the goal is to spend five hours each week marketing. Or, another might be to send out one newsletter a month and ten social media posts each week.

When a goal feels seemingly endless, metrics allow you to shut down the laptop at the end of the day and move onto something else.

3. Use Mental Agility

Achieving goals is a psychological challenge. You’re stretching yourself and possibly doing things you’ve never done before.

Long term goals present surprise detours as well. Maybe late in the game, you find that you want to change course.

Rather than becoming disheartened, however and getting derailed, mental agility allows you to keep your head in the game, and acknowledge that roadblocks and detours are part of the process.

In sum, achieving short term and long term goals is no piece of cake. From time to time, it feels like a real grind, and it requires strategy to keep you pressing through to the end.

One Brick at a Time

One Brick at a Time

To an onlooker, achieving huge milestones may look effortless, but the fact of the matter is that they’re really a lot of hard work.

Effective goal setting entails taking a micro and macro view to one area of your life, and aligning short term goals to the long term vision. Many short term goals aren’t glamorous at all, and it requires strategy to achieve them.

No one’s goals look exactly the same. Everyone has their own special set of factors and desires that determine the direction they choose to take.

If you’re in a difficult or seemingly inescapable situation, it lifts your spirits to set goals and take steps toward a way out. The more steps you take, the clearer your vision for the end goal. And when all of your efforts culminate, and you cross the finish line, you receive a badge of honor that no one can take from you!

How Level 10 Meetings Can Enhance Leadership Meetings

Level 10 Meetings

Meetings are a frequent occurrence in the workplace no matter what industry we work in. If conducted well, meetings designed with strategic structure and lead with purpose can be some of the most productive sessions of collaboration, inspiring new ideas, aligning perspectives, and moving forward as a cohesive unit with powerful and focused momentum.

If meetings are not conducted well, the result can be an unmotivated team, uninterested and confused by the necessity of the meeting. In worst-case scenarios, unproductive meetings can lower morale, cause disruptive tension between team members, and stunt creativity and the ability to think proactively. There are a number of ways to stay ahead of these pitfalls, especially with meetings involving leadership. Asking the right check-in questions or being strategic with timing and frequency can make a big difference in the workplace.

However, if you’re looking to engage the attendees in a meaningful way, have them understand what makes a meeting effective (and what makes an inefficient meeting), and capture any relevant issues that need solving with a structure that keeps the team on task and communicating consistently, a level 10 meeting might just be with what you’re looking for.

Where Did The Level 10 Meeting Come From

Where Did The Level 10 Meeting Come From?

The Level 10 Meeting is one of the most important tools used in the EOS, the Entrepreneurial Operating System. The EOS is a highly effective business model that looks at the business as a whole in order to strengthen core operating procedures, improve leadership techniques, provide better control of the business, gives you clarity on the vision for the business, and creates the values that act as the foundation for the organization.

Introduced by Gino Wickman, countless businesses around the world have adopted this model into their own operations. Driven by the desire to drastically improve the way they run their business, the EOS introduces fundamental tools that are easy to integrate into their workforce.

Alongside the Level 10 meeting, other tools include Kolbe, Rocks, 5-5-5-, and the Accountability Chart. This extensive toolkit is designed to directly impact the six core areas of business according to the EOS model:

  1. Vision – The ability to have everyone on the team see and share the same vision for the company.
  2. People – Having the right people in the right seats, performing at their best.
  3. Data – Being able to measure performance.
  4. Issues – Identifying, discussing, and solving the various issues that need to be fixed in order to avoid repetition and move forward.
  5. Traction – Everything from accountability and ownership of work to execution of the final result to achieve intended outcomes.
  6. Process – Having the best processes in place documented so that they may be followed consistently.

These six areas that comprise any business must be running smoothly in order to find success in their specific markets. A Level 10 Meeting is one way to make this happen.

What is a Level 10 Meeting

What is a Level 10 Meeting?

A Level 10 Meeting is designed specifically for leadership meetings in order to keep the meeting productive and on-task. At the end of the session, the facilitator asks the group to rate the meeting on a scale from 1 to 10. These ratings are also shared out loud to their peers based on their experience of the meeting itself. This technique can admittedly be awkward when the team puts this into practice for the first time, with many individuals unsure of what components determine the makings of a “good” meeting.

Normally, when asked to rate the success of a meeting, participants often aim for a number that isn’t the perfect 10, but nothing too low, such as a 6 or 7, to avoid creating moments of tension. Some common issues that arise with this method include employees not wanting to be punished for providing a low score, embarrassing the facilitators of the meeting, or being seen as complaining or unsupportive.

The purpose, however, for a Level 10 Meeting is to keep the participants active throughout the session, making them think of the factors that contribute to a productive meeting. It’s important to encourage the team that their answers are here to help improve the company’s processes, to ensure that their time is being used efficiently, and to create platforms where problem-solving and teamwork are firing on all cylinders. It needs to be clearly communicated that providing a rating they’re not completely honest about won’t actually improve anything. If there’s a problem, but no one on the team feels comfortable sharing their thoughts, the problem simply remains (and has the potential to get worse). Everyone on the team must be open to change and accept that there’s always going to be room for improvement. Honesty will be rewarded. And most importantly, bad scores are not a reflection of anyone in particular. It’s a reflection of the process and how it can be better for everyone involved.

In order to help the team get a better idea of how to truly rate a meeting at the end, here are some questions they can ask themselves to formulate their score:

  1. Did I come to the meeting prepared?
  2. Was there an agenda provided?
  3. Was the agenda easily accessible?
  4. Did we follow the agenda?
  5. Did the team engage in the discussion?
  6. Did everyone get a chance to voice their concerns or ideas?
  7. Did I feel comfortable sharing my thoughts, opinions, and questions?
  8. Did the team feel comfortable being honest with their thoughts, opinions, or questions?
  9. Did we identify the issues we needed to?
  10. Did we have a thorough discussion about the issue and addressed all points? If not, is it clear that we will revisit the topic at the next meeting?
  11. Did we solve the issues on the agenda? If not, is it clear when we will address the remaining agenda items?
  12. Do we have clear next steps?

The goal is to have these meetings be at that perfect 10—or at least be a score of 8 and above.

Why Does a Level 10 Meeting Work

Why Does a Level 10 Meeting Work?

A Level 10 Meeting works well in teams because of a few key reasons:

  • Keep your participants engaged – Meetings without structure and a focused agenda can have a negative impact on the participants. It gives them an opportunity to be passive observers, rarely contributing to the discussion or engaging in higher-level thinking. With a Level 10 meeting, however, and the knowledge that by the end of the discussion they will need to give a score they feel is appropriate along with justification to support their rating, this keeps your team constantly alert. They are actively observing what’s working for the meeting, and what isn’t. Level 10 meetings put them in a position to be solution-focused, thinking about the outcome and the most efficient ways to get there. With a carefully crafted agenda to guide the conversation, all participants will be able to not only get most if not all their questions answered, but provide their own insights into the different areas of the business in hopes of further improvement and heightening motivation.
  • Retain your top talent – It can become easy for employees to jump into a scheduled meeting, take notes, ask questions, and receive updates before quickly logging off (or leaving the conference room). In fact, most employees would probably prefer the quickest discussion possible in order to save time and get back to their main assignments for the day. While this may seem like the more expedient option, Level 10 meetings can provide a level of clarity that’s important for professional development. The way leadership runs meetings can be a preview of how business is conducted in general. Managers that possess more skill in this area and lead with purpose, giving their team clarity on the next steps and proposed solutions, have a higher chance of retaining their top talent. High-performers can certainly recognize when meetings are unproductive and a drain on resources. Because Level 10 meetings are a way to align the team, everyone can move forward productivity and maintain solid momentum in the workplace.
  • Provide a clear and expected meeting structure and agenda – Over the year, meetings have earned a reputation for being largely disjointed, pointless, and a waste of time (if not facilitated well). Level 10 meetings have a strict agenda that the team adheres to on each occurrence. It’s reliable, with designated spots for a warm-up, Q&A, discussion, and next steps. Employees want clarity in the workplace as it improves morale and gives them an opportunity to voice their concerns and thoughts. A Level 10 meeting can provide this very structure a team needs in order to thrive, using resources wisely.
  • Motivates the team to be better, every time – When first rolling out the concept of a Level 10 meeting, the team should be aligned in this one fact: there’s always room for improvement. With this in mind, the structure of these meetings (and the rating portion at the end) should be an easier transition for all relevant parties. Level 10 meetings teach the team to continuously seek improvement. How can the next meeting be better than the last? What made it successful? And how can we capitalize on those factors to make our next one more effective? What parts of the meeting felt slow? What didn’t work and why? The goal is to improve these discussions, seek a rhythm that works for the team, and develop easier ways to increase engagement and problem-solving.

Level 10 Meetings can provide a plethora of benefits in the workplace. As its basic outline provides a clear and focused agenda for the team to discuss and resolve, Level 10 meetings prioritize tasks, get to the solution faster, and avoid having additional, unnecessary meetings about the same topic.

Who Should Attend a Level 10 Meeting

Who Should Attend a Level 10 Meeting?

Level 10 meetings should generally be for senior leadership. This ensures that all the important topics are being identified and resolved so that the rest of the team can work on implementation and roll out. While Level 10 meetings, in principle, can definitely be rolled out to the remainder of the team, the most effective use of this technique is done at the leadership level, ensuring that business operations continue to run as smoothly as possible and all high-level matters are being addressed.

How Long Does a Level 10 Meeting Last?

A Level 10 meeting lasts a total of 90 minutes and is held weekly on a day chosen by the participants. For example, many companies like to use Monday for Level 10 Meetings as it’s a good way to start off the week. 90 minutes can definitely seem like a long time, but with the typical structure of this type of meeting, it ensures that the most amount of time is used to reach effective outcomes. This also gives ample time for participants to think about their assessment of the meeting and provide their ratings. Each individual will be given a chance to provide a score and then a brief explanation as to their reasoning. All feedback will be taken into consideration.

Example of a Level 10 Meeting Agenda

Example of a Level 10 Meeting Agenda

Now that we understand the benefits of a Level 10 meeting, who is usually involved, and the frequency of these discussions, let’s take a look at an example of a Level 10 agenda. Keep in mind, you can make this available in a shared drive or part of the calendar invite so that participants have easy access to the information and can anticipate the topics for discussion:

  • Intro (3-5 minutes) – You have a couple of options for the first few minutes including a positive focus for the week, an icebreaker, or a recitation of the company’s core values. No matter what you choose as the intro for the meeting, always lead with positivity or good news.
  • Review of the scorecard – A review of the previous scorecards from the past meeting to seek continuous improvement and review any scorecards from clients that factor into the business metrics.
  • Objectives/Rocks – A brief discussion on the projects that are on track, progressing on time, or in delay. This is also an opportunity to review upcoming milestones and ensure the team is meeting respective deadlines and objectives.
  • To-do list – Another brief discussion on the topic of work that needs to be completed or addressed in the IDS meeting.
  • Identify, Discuss, and Solve (IDS)– The bulk of the meeting happens here, discussing essential matters that need further guidance and input.
  • Summary of next steps – No more than 5 minutes should be designated towards this task as the participants should have been assigned their roles in the IDS portion of the meeting. The facilitator can give a quick, high-level summary of the next steps for the team.
  • Score – Each participant provides a score at the end for review at the next meeting.

An effective facilitator for Level 10 meetings can help the entire group achieve success and stay on track during the discussions. It’s also important to have someone assigned to take notes and another to keep an eye on the time, which can also be noted in the agenda for the meeting.

In Conclusion

Level 10 meetings provide a structure for leadership to follow so they can achieve the best possible outcomes after a meeting instead of wasting precious time. It’s a critical tool in every business’s toolbelt and helps the team continuously strive for improvement in the workplace.

How To Build And Manage A Winning Project Team In 5 Steps

How to build and manage a winning project team

Building a successful project team isn’t something that just happens; it sits on a foundation of high-quality management skills and includes some essential rules for each project it takes on. It’s intentional choices and procedures that create consistent, long-term success for your project team.

Designing a high-caliber project team – and leading it to success – can be a complex undertaking. However, with the right knowledge and planning, you can make the process easier to navigate.

Steps To Build A Highly Proficient Project Team

5 Steps To Build A Highly Proficient Project Team (and their benefits)

A strong project team can be the deciding force behind the productivity of your company and the quality of their work. While there are many ways you can create a project team that performs well, there are five essential elements to its success.

1. Set Clear Goals

Goal setting is something that is included in most project planning, however, the detail included in these goals is what’s most important. When you begin planning for a new project with your team, ensure you follow a strict system to help you define your goals and help your team meet them consistently.

Clearly defined goals increase the rates of project success because they provide your team with a way to plan how they will achieve them. They also provide you with a way to assess the tasks needed to successfully complete the project and assign them in the most efficient way.

One of the most common ways to create clearly defined goals is through the SMART method:

S: Specific
M: Measurable
A: Achievable
R: Relevant
T: Time-Bound

Goals that are created following this method have high rates of success. Not only do they define the goal in distinct and precise terms, but they also ensure you’re planning within your capabilities. The SMART method also provides a predetermined way to measure the progress and success of a project, and how to measure the success of the team as a whole.

2. Have Effective Communication

How a team communicates is directly related to their success. It affects every area of your team ranging from understanding their individual roles to maintaining positive relationships with their colleagues.

Effective communication can:

  • Increase employee engagement
  • Boost employee morale
  • Reduce conflict
  • Build a healthier workplace
  • Increase productivity

Communication extends past how your team interacts with one another. It also includes how they understand their job roles, expectations, and their knowledge of the project as a whole. It also is directly connected to their awareness of communication standards and mediums across the workplace. If effective communication is lacking, both your team and the project will be negatively affected by it.

Assign Tasks Based On Skill Set

3. Assign Tasks Based On Skill Set

A high-performing team includes a balanced skillset, which should be planned for in advance while you build out your team (we’ll get to that in a minute). A team that is well-rounded and provides a wide array of abilities will find higher rates of success while also providing a better quality project altogether.

As you break down the project into individual tasks, it is essential to pair those tasks with those members that are best suited to tackle them. If your employees are expected to complete a task outside of their skill set, it can cause additional workplace stress and be detrimental to the project. This can include:

  • the project falling behind schedule
  • individual tasks not aligning, leading to a clumsy final product
  • tasks simply being left incomplete.

When you work to match your employees with tasks that reflect their abilities, you create a healthier workplace where everyone can thrive. Your employees will feel both understood and valued, leading to increased productivity and quality of work.

4. Encourage Collaboration

Collaboration in the workplace can provide your team with a wide range of benefits. It provides a way for your employees to naturally learn from one another, offering growth opportunities through the combination of skills needed to complete a task. It also gives them a better understanding of the team as a whole and helps them understand the value of their role in a deeper way.

Some of the most notable benefits of collaboration in the workplace include:

  • Higher productivity
  • Increased quality of work
  • Develops employee creativity
  • Creates high rates of group responsibility
  • Promotes better problem solving

5. Have High-Quality Standard Processes

The standard processes of your company set the foundation for every project your team takes on. These standards reflect both the company’s values and long-term goals – and they can change as the company grows.

A company that has a strong set of standard operating procedures and processes they’ve developed, will have a higher rate of success due to the consistency it provides their employees and their projects. This consistency builds repeatable success across all project teams and outcomes. Standard processes ensure everyone has the same understanding of the company’s expectations and provide them a starting point for any undertaking.

Additional benefits of implementing quality standard processes include:

  • More efficiency
  • Increased accountability
  • Improves clarity
  • Higher levels of workplace organization
  • Creates reliability both for the company and employee

Essential Management Skills To Increase Project Team Success

Essential Management Skills To Increase Project Team Success

While the steps you take to build a strong project team are important, how you manage that team is imperative. The management style of a company is a large determining factor to its success and has a strong influence on the workplace environment as well.

How you manage a team will play a vital role in the outcomes of your projects. Your team’s quality of work, creativity, success rates, and overall morale are a direct reflection of you. This makes your management abilities measurable and can highlight areas that could use improvement, allowing you to become a better manager and build a highly successful project team in the future.

There are five major elements to include in your management style that will help you create a strong workplace environment for your team, and foster positive results from it.

Grow Your Team Skill Set

When you design your team, it’s important to consider the project you’re responsible for, and the tasks required to make it successful. This will give you a starting point for considering who should be involved in your team. Include a wide range of skills in your project team to help support any unexpected tasks the project may present.

Once you’ve designed your team, it’s important to continue to work towards improving their skillset. This not only helps them become stronger employees but also creates a positive workplace where people feel valued and commit to the company for longer periods of time. Provide your team with growth opportunities that reflect their skills and passions, and encourage healthy risk-taking. This will ensure your employees feel confident in taking on new challenges.

Support Your Employees

Supporting your team is a key part of being a strong manager. While this may seem obvious, it’s not uncommon for managers to misunderstand what support their employees need on a deeper level.

A strong manager will provide a stable foundation for their team while being a reliable source of support. These managers step in to help complete tasks that have fallen behind and problem-solve alongside their employees. They take time to create an action plan with each team member individually, both towards the project goal and their career goals. They provide their staff with all the resources they may need to complete their work and delegate effectively without overwhelming one or all of their team members. Supportive managers treat their team like equals and will work just as hard as their team does.

Supporting your team can have great rewards for you, your employees, and your company. Some of the most influential are:

  • Increased employee morale
  • Higher productivity
  • Healthier workplace relationships
  • A united team
  • Lower employee turnover
  • Better project quality and success

Include Your Team In Project Decisions & Planning

Include Your Team In Project Decisions & Planning

Projects can take extensive planning, and the decisions will have a ripple effect throughout the entire team and length of the project. When you begin developing your project plan, include your team in the process. This will allow you to better determine and delegate tasks, navigate any project hiccups, and align everyone with the project as a whole.

It’s important to let your team play an active part in developing the strategic approach for the project. This will provide opportunities for multiple perspectives to shape the plan, and encourage employees to break the project down based on individual skill sets. This can lead to a more robust project plan and help your team become more invested in the success of the project.

Involving your team in project decisions and planning also plays a vital role in employee morale. Your employees will feel respected, heard, and valued in the workplace, which is reflected in their productivity and involvement within the company.

Measure Your Success

Measuring the success of your project should be included in your goal-setting process, however, measuring your success as a manager is equally important. This can include a project management audit, which will not only look at a project in-depth but also highlight the effectiveness of the management staff assigned to the project as well. This provides an effective way for you to become a stronger manager while also creating better systems for future projects.

Some benefits of measuring the success of both you and your project include:

  • Supporting your growth as a manager through past performance
  • Creating a stronger team through reviewing data throughout the project lifetime
  • Supporting the long-term growth and success of the company
  • Developing stronger processes for future projects

Build A Diverse Team

When you’re developing your team, selecting members from a diverse range of backgrounds is essential. A diverse team provides a variety of outlooks and perspectives that helps generate better ideas and navigate a project in a way that is suited to a greater group of people.

Managing a diverse team effectively reflects the strength of your management skills and it provides important benefits, such as:

  • Developing better standard practices through expansive knowledge
  • Creating inclusivity
  • Facilitating a healthier work environment
  • Increasing employee engagement
  • Bringing in exceptional talent

Team Building Success

Conclusion

Building a powerful project team and managing it effectively leads to higher success rates, a healthier work environment, and maintains a strong team morale. As you lead your team to success, you will find well-defined goals, clear communication, and team collaboration essential tools for success in all aspects. With the right practices in place, both you and your team will thrive.