How to Motivate and Engage Unproductive Employees

Motivating Unproductive Employees

It feels like an ungrateful response. You pulled out all the stops to hire a team with the desired sets of skills, experience, and personal characteristics. You’ve trained them properly with high hopes for performance and business growth.

But now you have to face the reality: several employees don’t live up to your expectations. They just aren’t getting the job done.

You can tell when an employee isn’t productive, right? Always having an excuse, playing the victim, putting things off, taking extended breaks, complaining all the time… Drudgery and underperformance start affecting the entire workplace. Resentment and negativity are spreading. Gone untreated, low productivity can hurt the bottom line and damage morale. You need to put employee productivity first and fix the situation as quickly as possible.

But how to handle unproductive employees? Do you fire them, or do you re-energize your team and re-engage them with the business priorities?

Below you’ll find six easy-to-follow steps to motivate your employees and maximize the productivity of your workforce.

Find the underlying cause

Step 1: Find the underlying cause

It’s easy to focus on the symptoms instead of curing the disease. If you ignore the problem, make ungrounded assumptions, threaten the employees or immediately burn all the bridges, you may unnecessarily lose a valuable employee. Let’s admit that it’s not the best way to address things.
Effective leaders know that there might be an underlying reason for negativity and poor performance. What’s more, they know that if the root problem is organizational, it’s likely to recur. You can’t blame your unproductive employees for the absence of reliable systems and performance management tools.

Before accusing your people, get close. Schedule a meeting. Approach the conversation from a friendly stance and discuss specific examples of performance issues. Let them talk. You may find, to your surprise, that it’s all about being burned out, underpaid, or undertreated. Other times, it can be a missing resource, lack of guidance, a pressing need for flexibility, or a workplace conflict that undermines performance. Frequent distractions and the inability to focus are yet other reasons to watch out for.

As a manager, it’s your responsibility to uncover these reasons and seek effective solutions. Even if unproductive employees eventually quit, it’s comforting to know that you did everything you could to help them carry some of their load.

One final hint: listen to what your employees have to say – just the way you do in the case of your customers.

Set clear expectations

Step 2: Set clear expectations

Motivating unproductive employees means helping your team feel their best and perform their best. Did you even lay out your expectations upfront? Do your employees know what’s expected of them? Yes, they have their job descriptions, but it’s far from being sufficient.

Set up performance improvement targets. Have guidelines and provide a timeline to help employees achieve the final goal. As you proceed, try to identify where they’re falling short and offer support.

Especially when dealing with unproductive (hence, unmotivated) employees, the set milestones should be achievable. This will build trust and remove reluctance; your staff members will know what is required of them and see that you’re willing to help. Stay flexible. Periodic check-ins and progress monitoring will help make further adjustments in the performance targets.

Reinforce accountability and be honest. Consequences should be crystal clear if the employee fails to demonstrate enthusiasm and progress.

Step 3: Create competition

If people don’t feel any urge to show high performance, they won’t. After discovering the root causes, clarifying your expectations, and providing sufficient support, you can evoke the competitive spirit at the workplace – one of the most enjoyable ways to motivate unproductive employees.

This approach might not be self-evident, but there is science behind such a technique. In fact, it’s deeply rooted in our psychology to enjoy overcoming a challenge. Thus, when we receive a stimulus to do things differently, we most often reveal the player inside us. Sparking competition among departments or within a team is a great strategy to push the employees further; they start working more passionately purely because they want to win.

A word of caution here. You should do this carefully to keep the competition healthy without compromising camaraderie.

Provide encouragement

Step 4: Provide encouragement

Who doesn’t love promotion, praise, and recognition?

Motivating unproductive employees may simply require a carefully thought-out program of regular incentives. Acknowledge the wins and celebrate achievements (even the small ones). The gesture of showing your care and excitement about an employee’s success will prove to be so rewarding.

We hear your objection: “I’d love to, but it’s not in my budget.” But it doesn’t even have to be a financial reward. Think about other ways of providing incentives. Generous paid time off, more flexibility in schedules, employee celebration, more learning opportunities – all these can add a positive vibe and help them avoid the trap of negativity.

Encouragement can be as big as an increased salary and as small as an inspirational speech. Refine your communication tactics when it comes to talking to your team. Positive messages will boost employee morale. Enhanced morale will lead to increased productivity at the workplace. It’s a positive loop, and everyone will surely enjoy it. When going to your next meeting, use the opportunity to connect and inspire; include something positive and inspirational into your messages.

Oftentimes, employees struggle because they feel that their efforts don’t matter or that no one cares about their success. It’s vital to help them understand that their contribution is valuable. You might say, “I trust your ability to take up this task. I’m sure you’re the best fit to pull this off!” Positive labeling will give your employees a reputation they would want to live up to.

Utilize employee feedback

Step 5: Utilize employee feedback

No two employees are the same. With all of the personality and character diversity, some employees are simply looking to make their mark. They’re ambitious, and mediocrity is no option for them. Give this employee a chance to speak up and make sure you cater to those individual, specific needs.

Open the doors. Provide a safe environment for everyone to share insights. Trust your employees’ competence and professionalism. Listening to your employees’ opinions and engaging them in decision-making are potent moves to boost their self-worth. When they know they have a say at the table and their voices count, this spikes up their self-confidence. All of a sudden, an unproductive employee turns into a passionate worker and a corporate ambassador for years to come.

If you’re skeptical about this point, consider the following highlight: this approach catalyzes a manager’s listening skills and pinpoints high-level struggles that would otherwise remain unnoticed.

Last but not least, motivated employees will put your efforts back into the business because an engaged workforce also means increased profitability. According to Gallup, engaged employees contribute to 21% higher profitability and 20% higher sales.

Step 6: Allocate time for having fun

Have you ever peeked into company review websites to see what employees write about their work experiences? In their negative reviews, employees usually complain about being treated like machines who are supposed to work without getting tired. They also hate showing up to the office merely for a paycheck, and they’re increasingly looking for a healthier work-life balance. If these points describe your company’s culture, you can’t possibly expect your team to operate at their peak productivity.

Invest in people and their experience. Workers have desires and hobbies, and they often lack socializing opportunities. There is nothing wrong with having a ‘work hard, play hard’ attitude. A bit of fun will fight unnecessary stress and help them stay on track.

Motivating unproductive employees may simply require mixing up work with social opportunities. When you give the employees a chance to take scheduled breaks and enjoy time with their teammates, you give them a reason to show commitment and dedication.

Brainstorm together to come up with a preferable option: Friday happy hours, an extended lunch, a trip out with co-workers, having potlucks – these can improve relationships and make an impact on how people work together. It’s also the shortest – and the smartest – path to building new connections and expanding the professional network.

By the way, there is research to give foolproof assurance to this point. Researchers from the University of Oxford’s Saïd Business School carried out a six-month study and were able to find scientific evidence to what may seem quite obvious: happier employees are more productive. Happy employees not only worked faster,” the survey revealed, “but also achieved 13% higher sales than their unhappy colleagues.”

Conclusion

Every business strives to be proud of its retention rates. But to keep people on board, you’ll have to learn how to handle unproductive employees successfully.

Sometimes employees feel like they’re left in the dark. They simply need a bit of guidance and a sip of inspiration to regain their motivation and move forward.

Communicate with them openly and honestly. If you recognize the unique set of challenges each unproductive employee goes through, you’re likely to find personalized solutions that’ll keep your team energized and eventually help you win the war for talent.

7 Secrets to Keeping Employees Happy

Keeping employees happy

Did you hear what Spanx founder Sara Blakely gave her employees after the company signed a big partnership deal? Every employee received a ticket for two to anywhere in the word…and $10,000 to spend while they were there!

Wowzers! THAT sure gave her employees something to be happy about.

But that’s easy enough for her, you might say. When you have over a billion dollars, you can throw $10,000 around like it’s a $5 bill.

But what about the rest of us? How do you keep good employees happy and productive when you don’t have the kind of cash to wow them with extravagant perks?

The good news is there are plenty of ways. Let’s look into seven ideas for keeping employee satisfaction high. But first, let’s look at the benefits of having a happy team in the first place.

The Benefits of Happy Employees

The Benefits of Happy Employees

The labor shortage is a real problem within many industries today. When employees have a boss who pays them a low wage and treats them like a number, they’re sure to take an exit ramp as soon as they encounter one. And a company pays huge consequences when the team doesn’t want to stick around.

Yet, a pattern of chronic turnover is really a symptom of a much deeper problem. It’s like identifying a weak floorboard and then pulling it up to discover a floor full of termites.

A company culture is at the foundation of employee satisfaction. When it’s healthy and strong, it’s easy to recruit employees, and they stick around. But if it’s unhealthy and toxic, things start to fall apart.

As former CEO of IBM Louis Gerstner wrote in his book, Who Says Elephants Can’t Dance, “Culture isn’t just one aspect of the game. It is the game. In the end, an organization is nothing more than the collective capacity of its people to create value.”

What is culture exactly? It refers to many facets of a company, collectively: its systems, processes, employees, leaders, and an ethos that connects them all. Three of the central components that shape employee happiness include opportunity, appreciation and well-bring.

Opportunity means providing employees with the means to develop skills, continue with their education, and be a part of a broader mission or movement. Appreciation means acknowledging all of their hard work, routinely. Well-being is looking out for the physical and psychological health of employees, as well as fostering work-life balance.

When a company builds a solid foundation for its employees, and executes on a strategy to create an employee-centered culture, it only stands to gain. Let’s look at four key benefits to building a thriving culture of happy employees.

1. It Builds a Central Asset

Every leader knows that the skills and work power of its employees are the fuel that allow a business to scale and succeed.

In a real way, having a powerhouse team is at the crux of an organization’s success: far more than any material asset it may acquire along the way. The employees ARE the business, that is to say.

There’s no better way to serve the business’ bottom line than to build a culture that prioritizes employee well-being.

Builds Your Reputation

2. It Builds Your Reputation

Believe it or not, when your employees leave the office, they freely gush about what it’s like to work for you. Word quickly gets around about the work culture and practices at your organization. If they like the job, then these reflections generally are positive.

This not only translates into dedicated employees, but it also means they’re more likely to refer your company to friends and professional acquaintances. Over time, building this solid reputation means that you’re more likely to recruit the best and the brightest to come work for you.

3. It Pays Dividends

Have you ever sent someone a birthday card simply because they’d sent you one, and you felt a need to return the favor?

In his book Influence, Robert Cialdini writes at length about one of the strongest forces in human behavior, reciprocity. It’s the idea that we feel innately obligated to return favors to one another. This age old social contract spans across all cultures and applies not only to personal relationships but working relationships as well.

When you’ve gone out of your way to create a great environment for your employees to work in, including respecting their life outside of work, supporting them in their professional path, and showing appreciation for everything they do for you, they’ll feel an innate responsibility to return the favor.

They’ll feel compelled—even obligated—to perform above and beyond their best. And even when circumstances demand that you part ways, the employee may turn into a boomerang employee, or at least will spread a positive word about you.

4. It Builds a Strong Productive Team

Have you ever struggled with a situation where you had a highly skilled employee who was a horrible team player and he caused all sorts of strife within the team? This scenario could spell disaster in the long run. The productivity of a team depends as much, or even more, on the coordination within the team as on the skill sets of individual members.

When a company builds a strong employee-centered culture, where psychological safety is a priority, then a team is more likely to have strong rapport. Ultimately, this creates a team that consistently produces top-notch work for the clients and customers.

In sum, having a strong culture and happy employees go hand in hand. And more than anything else, happy employees drive revenue and profits in a company. Now, let’s look at some ideas for keeping employees happy.

Ideas to Keep Employees Happy

Seven Ideas to Keep Employees Happy

Let’s face it, most jobs are a real slog at times. Whether it’s dealing with difficult clients, writing tricky code, or multitasking with a long project, simply getting the job done has many of us tuckered out by the end of the day.

This is why it’s so critical to create an environment that’s about engagement, mutuality, and getting the pom poms out to encourage and empower employees.

Here are seven suggestions for keeping employees happy and productive.

1. Explain the “Why”

Employees are far more likely to be committed to job duties when they feel connected to its overall objectives.

While a boss may have perfect clarity as to the significance of, say, a company marketing goal, it’s not unlikely that a support services employee is simultaneously wondering, “What is the point of calling, then emailing, and then emailing again all of our past customers to pitch a new product?”

By creating a culture of transparency, a company let’s all the employees “in” on the strategic objectives. Seeing behind the curtain, and offering their own two cents as well, gives employees pride and a sense of ownership as they go about their daily tasks.

2. Provide Opportunities for Outreach

Of course everyone wants to do work that is meaningful, but this is especially true of the younger workforce. Both Millennials and Generation Z want to find work that connects them to a meaning and purpose outside of simply earning a living.

Seeking ways to connect the company to the wider community is one way to boost these employee’s satisfaction with their position. Depending on the organization’s core values, this might be volunteer work within the community or pro-bono work.

3. Get to Know Employees

As much as they might enjoy working for you, employees are loyal to themselves first. They have practical and personal needs that they’re looking to fulfill in their professional lives.

Take some time to understand these desires. Find opportunities to sit down with them and get to know what makes them tick. Take some time here, as much as two or three hours if you can spare it! Understand where they’ve come from in their career, who their mentors are, and ask candid questions about where they are headed and what you can do to get them there.

This knowledge is so valuable in identifying what kind of projects to assign someone to, and where to direct an employee’s career during his or her time with you. When employees understand that you’re about empowering and crafting their success, they’ll feel personally satisfied about the time they invest in you.

4. Onboard and Offboard With Grace

Every relationship is defined by “critical moments.” These include things like introductions, first arguments, and departures. These moments define the nature of a relationship and how it progresses.

Seizing on these critical moments is key to an employee’s satisfaction. It lets them know they’re seen and understood, and builds the foundation for strong workplace relationships.

For example, when an employee is just hired, assuage her concerns. Let her know that you see her as an individual, believe she has something valuable to contribute, and are glad to have her on board. Have a thorough process in place that checks all the boxes. This includes providing her with all necessary equipment, training her in any new job skills and having her meet with a mentor to answer questions.

And off boarding is a critical step, too. It’s important to consider the relationship that you have with employees even after they leave the company. Keeping the relationship intact is mutually beneficial. A thorough system that seeks to maintain contact let’s everyone stay on good terms.

Strong Professional Relationship

5. Build a Strong Professional Relationship

We spend more time at work than we do with our families and friends, as we know all too well. And it turns out that many employees are actually pretty lonely at work. Water cooler banter apparently isn’t sufficient for creating camaraderie in the workplace.

And a lonely employee certainly isn’t terrifically happy!

Employee-centered business cultures have systems in place that allow coworkers to simply get to know one another.

One way to do this is with regular skip level meetings. These meetings create a flat-organization dynamic, and allows employees to air concerns and communicate issues with upper management. This practice builds trust across all levels of the organization.

Another way is to simply have routines for employees to spend social time together. One example is weekly one-on-one lunches, with the intention to just talk without any agenda. Having an opportunity to share their story and their lives with one another gives employees a sense of place within the organization. And as an added perk, when employees get to know and like each other, daily work performance improves.

6. Develop the Position

Have you ever contributed to a project and felt like your efforts went unacknowledged, or were taken for granted? It makes you feel like a cog in a wheel and is a sure recipe for an unhappy employee.

A healthy work culture gives employees autonomy over their work. It’s not about command and control or filling out a gantt chart then telling them to go complete the assignment.

Rather, seeking ways to increase the employee’s responsibilities as they grow into the job makes them feel like a contributing member of the team. Having systems in place to steadily grow a position allows for continual learning, which keeps employees stimulated and energized about their role.

7. Duplicate the Magic

After you’ve been at it for a while, it’s possible to look for patterns in hiring practices, and employee satisfaction. Sit down with leadership and HR to evaluate the processes. What systems worked best for recruiting and retaining employees? What not so well?

Seek feedback from employees and former employees too. What do they most like about working for you?

When you identify things that go well and other things that don’t, it’s easier to put a system for success in place that keeps employees happy.

Happy Employees

Conclusion

Having happy employees isn’t just one facet of a business: it’s the cornerstone of success. Company culture is key to fostering employee satisfaction.

Finding ways to show appreciation, fostering work-life balance, and providing opportunities for growth are all central aspects to creating a positive company culture. A great culture allows you to recruit and retain a talented team, and it builds a solid reputation for your organization.

In part, keeping employees happy has to do with understanding their professional goals and forging a path to get them there.

You may not have a billion dollars, but having a happy team is well within your reach! What do you say?

Setting and Achieving Stretch Goals: How to Propel Your Business Further

Stretch Goals

Most people think of goals as something that is easily attainable- a stepping stone to what they want to achieve. But what if you set the bar higher? What if you set goals that were a bit out of reach, but still possible?

This is what stretch goals are all about. They propel businesses further and give employees and managers something to aim for that would usually be beyond their normal results. Use stretch goals to track, record, and reach goals that you never thought were possible.

In this blog post, we will discuss how to use stretch goals in your business and for your employees. We will also explore the benefits of setting stretch goals and the challenges you may face when trying to achieve them. Finally, we will offer some tips for success as well as good stretch goal examples!

What Is a Stretch Goal

What Is a Stretch Goal Anyway?

A stretch goal is a specific, measurable goal that is set higher than what you would normally achieve. It’s the next step up, and it can be used to motivate employees and track progress. Stretch goals should still be achievable- but they offer a greater challenge and push your business further.

Some stretch goals will prove impossible to reach but they can still push your business further than its been before. They can be used to inspire employees and to create a competitive environment where everyone is striving to do their best.

Stretch goals can be used as an additional goal for the company if they are able to exceed the requirements of the original goal. This kind of method is particularly common among crowdfunding projects. Fundraisers will include laddered stretch goals to encourage additional funds beyond the minimum.

Including more than one stretch can be beneficial as it will reduce the risk of every goal not being reached. This also allows for a variety of rewards that can be given when certain goals are passed.

How to Use Stretch Goals in Business

How to Use Stretch Goals in Business

There are many ways that you can use stretch goals in your business. You may want to set them as targets for specific teams, departments, or use them as overall objectives for the company. They can also be used as a motivation for meeting deadlines or reaching a specific goal.

Stretch goals can be used to track progress and inspire employees to do their best. They can also help to create a competitive environment where everyone is striving to achieve more than what they did before. Working towards a new goal can be exciting for employees and help to increase overall productivity

When setting stretch goals for your business, it’s important that you make sure they are achievable- but still provide a challenge. You don’t want them so easy that they’re not worth the effort, but you also don’t want them so impossible that people give up before trying. This takes some careful planning and forethought on your part.

How to Use Stretch Goals for Employees

Assigning stretch goals can be a great way to build up your employee’s personal development. You can use them to challenge your employees and help them grow. When assigning stretch goals, make sure that you take the employee’s abilities into account. You don’t want to set a goal that is impossible for someone to achieve.

Stretch goals can also be used as part of an employee development plan or performance review. This will give you a way to track their progress and see how they are doing overall.

There are many benefits to using stretch goals for employees. Not only do they help with personal growth, but they can also improve productivity and motivation in the workplace. They can even increase creativity and problem-solving skills!

When setting stretch goals for employees, it’s important to keep in mind what their current abilities are as well as what you would like them to achieve in the future. You also want to make sure that the goals are achievable and provide a challenge for employees.

Benefits of Setting Stretch Goals

Benefits of Setting Stretch Goals

There are many benefits to setting stretch goals for your business. Some of these include:

  • Increased productivity. Stretch goals can lead to a temporary boost in productivity as employees feel inspired and motivated to reach the goal.
  • Improved creativity. Stretch goals can help to increase creativity as employees are forced to come up with new ways to reach the goal. it’s a great way to encourage your staff to engage in creative thinking and find time and cost-saving solutions
  • Increased motivation. Achieving a stretch goal can be very motivational and can help to keep employees focused on their work. If you notice motivation has started to wane in your department, a stretch goal can help to unite the team.
  • Improved problem-solving skills. Stretch goals can help employees to develop their problem-solving skills as they will need to come up with new ways to reach the goal. This can be very beneficial in the long run.
  • Increased teamwork. Achieving a stretch goal can help to build teamwork as employees will need to work together to reach the goal.
  • Additional funding. Stretch goals can sometimes lead to businesses being able to secure additional funding. This is because potential investors or partners will see that the company has a solid plan.
  • Build enthusiasm. When a company meets or even exceeds its stretch goals, it can create enthusiasm throughout the organization. This is because people will see that the company is capable of much more.

Challenges of Setting Stretch Goals

Before we dive into some stretch goal examples, it’s only fair that we cover the problems that arise with this method. Although there are a number of great benefits, stretch goals can be very challenging for employees.

Here are some of the issues you and your team may have to deal with:

  • Higher risk of failure. When you set a stretch goal, there is always the chance that it will not be met. This can lead to disappointment and frustration on the part of employees.
  • Increased workload. In order to meet a stretch goal, employees may have to put in extra hours or work at a faster pace than usual. This can lead to stress and burnout if it’s done for too long.
  • Time constraints. Stretch goals often require a tight timeline in order to be successful- something which can be difficult to achieve when working under pressure.
  • Goal overload. If you assign too many stretch goals at once, employees may feel overwhelmed and stressed out. This can lead to a decrease in productivity and motivation.
  • Bad business practices. If your employees feel that the company is setting stretch goals for the wrong reasons (such as to make up for poor performance in other areas), it can lead to a loss of trust.
  • Shortcuts. If your team doesn’t have the skills or experience required for what you’re asking, they may take shortcuts. This can lead to low-quality work and missed deadlines.
  • Interrupts roadmap. When a company is trying to reach a stretch goal, it can interrupt the original roadmap and cause confusion. Don’t let an unrealistic goal get in the way of your business’s natural growth.

How to handle stretch goal failure

Despite the challenges, it’s important to remember that stretch goal failures are bound to happen sometimes. When this happens, don’t panic! There are a few things you can do to help employees recover from failure:

  1. Encourage them to continue trying.
  2. Let them know that it’s okay to make mistakes and that you still value their work.
  3. Help them find new ways to reach the goal.
  4. Provide support and encouragement along the way.

Stretch Goal Management

Stretch Goal Management

Now that we know a little bit about stretch goals, it’s time to learn how to manage them. Even if your stretch goal is not your main objective, you should treat it in a similar manner. After all, if you reach this goal, your business is going to be even more successful.

Here are the steps you need to take:

Set up a system for tracking progress

You may have a long way to go to achieve your stretch goal but if you can break it down into milestones, this makes it easier to track. Having a system in place will help you to stay on track and avoid any setbacks.

Create a timeline

Achieving a stretch goal often requires a tight timeline, so it’s important to create one and stick to it. Make sure employees are aware of the time constraints and what is expected of them.

They’re common goals so you want everyone to feel a sense of ownership during the development of the project. Make all relevant employees feel like stakeholders and ask for their help to stay on the timeline.

Encourage them to take breaks

Working long hours can be counterproductive, especially if you’re pushing for a stretch goal. Encourage employees to take regular breaks in order to stay fresh and motivated.

Celebrate successes along the way

Achieving even a small part of a stretch goal should be celebrated as it means that you are one step closer to reaching the final goal. Make sure to reward employees for their hard work.

Evaluate results at the end

Once the final goal has been met, take some time to reflect on what worked and what didn’t work with your stretch goal process. Use this information to improve your processes for the future.

As is the nature of stretch goals, your team may fail to get there, but it can still be an excellent learning opportunity. This will also help employees determine what went wrong and why the goal was not reached.

Stretch Goal Planning

Essential Stretch Goal Planning

Now that we know what stretch goals are and how to use them, it’s time to learn about the essential processes involved in achieving them.

Here are the key steps:

Pick the right goal

Not all goals are created equal- some are better suited for stretch goals than others. Make sure the goal you choose is something your team can realistically achieve but that is also challenging enough to spur innovation and creativity.

Don’t be afraid to go big with your stretch goal, after all, you want to use this opportunity to push your business to new heights. Going too small with a goal won’t lead to as impressive results.

Choose the right time to go for a stretch goal

Timing is everything when it comes to stretch goals. You need to make sure that the conditions are right for your team and that they’re ready to take on a new challenge.

Make sure employees are aware of the goal and what is expected of them before launching into a stretch goal campaign. If your team is already busy working on something else, it’s not the right time to set a stretch goal.

Set goals that align with your business plan

Stretch goals should never be random- they should always align with your business plan. This will help to ensure that you are using stretch goals in the most effective way possible and that they are helping you to reach your long-term goals.

Make sure everyone is on the same page

One of the biggest challenges with stretch goals is making sure that everyone involved is on the same page. This includes employees, managers, and stakeholders.

Create a document that outlines what the business hopes to achieve with the stretch goal and the plan for getting there. Note what you will expect from the employees and how you plan to support them.

Develop a strategy for reaching the goal

Achieving a stretch goal requires a well-thought-out plan. Make sure all team members are aware of the steps they need to take in order to reach the goal. Break the goal down into smaller, more manageable tasks that can be completed on a timeline.

Be realistic with goal setting

It’s important to be realistic with goal setting. Don’t expect employees to achieve the impossible and set them up for failure. This will only lead to disappointment and kill the motivation of your staff.

Make sure your stretch goal is something that can be achieved with a bit of hard work and creativity.

Keep the Team Motivated

How to Keep the Team Motivated

There’s no denying that stretch goals will push the limits of your team. However, with the right motivation and support, they can be an excellent way to achieve new heights. As a manager, you should monitor your team for how well they are coping with an increased workload.

Many members of the team will want to increase their productivity to help the company. This may be a good thing in the short term but is unlikely to be sustainable and lead to burnout. If you see signs of this happening, it’s time to take a break and reassess your plans.

Offer incentives for your employees based on stretch goal milestones. For example, you could offer financial incentives for every 5% of the market share you acquire. Alternatively, you could offer an additional vacation day for high-performing individuals who smash their targets.

Be careful not to focus on the negatives, even if a team fails to get to the stretch goal, they’ve worked hard. It can be disappointing when a goal isn’t reached but don’t forget to focus on what was achieved.

Encourage your team to reflect on what they’ve learned from the experience and what they could do differently next time. This will help them to learn from their mistakes and improve their chances of reaching the goal next time.

Stretch Goal Examples

What Is a Stretch Goal Examples

In Business

Now that we know all about stretch goals, it’s time to put this knowledge into practice. Here are some great examples of what you can set as a stretch goal for your business:

  • Increase market share by 20%
  • Reduce customer churn rates by 25%
  • Launch a new product line that generates $100,000 in revenue within the first year
  • Double profits within the next three years
  • Achieve 50% growth in web traffic over the next twelve months
  • Get 100 new customers in the next month
  • Triple your current customer base

These are just a few examples of what you can set as a stretch goal for your business. They are lofty goals, but certainly achievable for ambitious businesses.

For your people

If you are trying to get more out of your employees, you can set them personal stretch goals to develop their professional goals. Some examples of good personal goals are:

  • Earn a promotion within the next two years
  • Become proficient in a new skill that can be used in their job
  • Start taking on more responsibility at work
  • Complete a training program or certification related to their field of work
  • Achieve a specific goal within their field of work
  • Become an expert in their field
  • Be recognized as ‘one to watch’ in your industry

The sky’s the limit when it comes to stretch goals, so don’t be afraid to think outside the box. Employers who invest time and money into the development of their employees have less turnover.

People feel loyal to a company that is invested in their success.

Stretch Goal Success

Advice for Stretch Goal Success

Now that you understand how to use stretch goals, there are a few key things to keep in mind for successful goal attainment. There is every chance of failure, but even then there are plenty of positives to gain along the way.

Make sure everyone is on board and understands what is expected of them. Your employees will play the biggest part in the success. They need to clearly understand what the stretch goal is and what it would mean for the company to get there.

If you’re using stretch goals for the first time in your business, make sure employees are aware of what is expected of them before launching into the goal. This will help to set the tone for a successful stretch goal campaign.

Make sure you have a plan in place for what you will do if you don’t reach the stretch goal. Celebrate what was achieved along the way, no matter how small it may seem. Failing to reach a stretch goal should not be seen as a negative, but rather an opportunity to learn what didn’t work and improve on future attempts.

Limit how much pressure you put on your employees, since stretch goals are above and beyond the normal, you can’t ask your staff to burn themselves out for the sack of it.

Conclusion

Stretch goals are essential for businesses looking to propel themselves further than they ever thought possible. They give employees and managers something to aim for and help track, record, and reach goals that would usually be out of their reach.

Use stretch goals to achieve things you never thought were possible and see your business grow in ways you never imagined. Just make sure you are realistic with goal setting, employ the right people, and have a plan in place for what goals you’re going to aim for next.

Manage Your Calendar Like A Pro

Calendar Management

There isn’t a more widely used and recognized productivity tool than the calendar. People use calendars for all sorts of purposes including the planning of daily activities, remembering birthdays, and scheduling meetings… just to name a few!

There is no one size fits all system to manage your calendar but let’s start with the basics and understand why calendars are essential for effectively managing our time.

Calendars - the Ultimate Productivity Tool

Calendars – the Ultimate Productivity Tool

It is no secret that calendars are one of the most effective tools in the productivity toolbox. Digital or physical, calendars help us manage our time, check items off of our to-do list as well as remind us of important upcoming events. In a nutshell, calendars…

Encourage Routine

Calendars are a great way to record and ensure that we follow a routine. Making your bed may not find its way onto your calendar but you may reserve Tuesdays for general housework for example. Creating a predictable routine that can be seen on a calendar is an effective and visual way to ensure that you either keep up with an existing routine or establish new ones.

The bonus? Routines are a great tool to help manage your mental health by promoting consistent and healthy habits. Our brains like routine because it takes much less energy to automate activity than have to figure something out each and every time. This gives our brain a break and can redirect energy to more pressing or important tasks.

Help to Manage and Prioritize Tasks

Managing tasks does not mean that each and every single thing you need to do is added to your calendar – not only would this be a waste of time but it would be completely overwhelming! Reserve calendar space for events and anything with a time attached to it. Once your calendar is populated with time-specific items, it can inform associated tasks that will eventually find their way onto a to-do list.

For example, you may note that a report is due at the end of the week but you also have a presentation due on Wednesday. Knowing that information will help you populate your to-do list with the most timely tasks related to the report are completed first. While it may seem obvious, tasks associated with the most imminent deadline automatically find their way at the top of the priority list.

Keep Schedules Manageable

While time blocking is an effective technique to manage the hours in a day, the same concept can be used on a macro level to ensure that you are effective with your time overall within the bigger picture of a calendar. Whether you reserve the first day of the month, the second Tuesday or the whole last week for specific activities, being consistent will help keep your schedule manageable and hold a place for activities that you have to regularly accomplish.

Part of managing an effective schedule is including your downtime just as if you would include any other commitment – your schedule is not manageable if it only includes work-related activities. Noting vacations, date nights, or even scheduled time for hobbies will not only help you remember to actually commit to these activities but will also block in the space so that you can’t fill it with something else. If you are using a calendar effectively, it is impossible to overbook yourself.

Encourage Accountability and Realistic Expectations

There are only so many hours in a day, days in a week, and weeks in a month… Overscheduling kills productivity and most of us are guilty of doing it.

When our calendars are packed, the first thing that often suffers is our health – both physical and mental. The things that fill our bucket like time with friends, days off, and hobbies get pushed aside to make space for everything that we over-committed to. The next thing to go is sleep. Lack of sleep can be devastating to your wellbeing, your body needs sleep to regenerate just like a muscle needs rest after a workout, if you keep pushing long enough, the damage could be irreparable.

Whether we are bad at guessing how much time is needed to complete a task or we simply give ourselves way too much credit and assume we can get something done quicker than we actually can, keeping a well-managed calendar is one way to keep us accountable and set realistic expectations of our available time.

Communicate Availability and Enforce Boundaries

Especially true for digital calendar systems, calendars can communicate availability for certain activities (work or personal). On the same note, calendars communicate when you are not available and help to enforce any boundaries that you may have set for yourself.

Many families use calendars to communicate busy schedules. This can be especially helpful if the members of your household have a variety of commitments and activities and need to communicate travel arrangements or even the timing of meals.

Calendar Management Defined

Calendar Management Defined

Simply put, calendar management is effective management of your time using a calendar as a tool. Often, people reserve calendar management for professional activities but it’s equally as important in your personal life. For the purpose of this blog, calendar management will be discussed mainly in the context of professional work.

When you have an effectively managed calendar, your priorities are clear. Items that fill the page (or screen) are those that are essential to your work. You can look at calendar management in both the short and long term.

Short-Term Calendar Management: When it comes to calendars, people generally think of them as a snapshot of a single month. While a month may not initially seem to be a short-term time frame, most people agree that a calendar is most effective for weekly and monthly overviews of activities.

Long-Term Calendar Management: Long-term calendar management is often used for strategic development and project management. Having an overview of a couple of months or even a year helps to create a backbone in which smaller and smaller components are organized.

Calendar and Task Management

Calendar and Task Management – What is the Difference?

Tasks don’t belong on your calendar – there, I said it.

It’s important to distinguish between items that belong on a calendar and those that are more appropriate to be added to a to-do list. The general rule of thumb is that a calendar is reserved for events that are scheduled at a specific time, think:

  • Client calls
  • Meetings
  • Conferences
  • Doctors Appointments

Those are just a handful of examples of items that have a specific time attached to them. While you could argue that tasks can also have times attached to them, most tasks take less than 30 minutes. Your calendar would quickly become cluttered and less useful if every single task were included. Even if your calendar is used for some longer time-specific tasks, you will find that you have tasks recorded in two or more locations because your short tasks need to live somewhere else. Keeping all tasks in one place is a much more effective way to manage day-to-day activities and ensure you don’t miss anything.

It is helpful to think of tasks as negotiable or more flexible than timed commitments. Life happens and sometimes tasks don’t get done so it is easy enough to move them on to tomorrow’s to-do list. Check out Master Your To-Do List and Get Things Done for some great tips on using this effective tool in collaboration with your calendar. A time block for a certain category of tasks is something that can live on a calendar because it encompasses a group of tasks like checking emails that will happen at a certain time.

Why Calendar Management

Why Calendar Management?

If the answer “productivity” isn’t enough for you, there are a number of other reasons why you should prioritize learning and implementing effective calendar management that indirectly support productivity but also stand on their own as reasons to better manage your calendar.

Capturing and Recognizing a Record of Achievement

Much like a journal will help to capture instances of achievement or advancement, looking back at past calendars will demonstrate the progress that can only be observed with the passing of time. Even if you weren’t a calendar managing pro a year ago, if you had any sort of system, reviewing it will allow you to see progress and provide a record of achievement

Whether you are looking at personal milestones or those of an organization, calendars are a fantastic way not only to record progress but to look back, bask in its glory and learn.

Adapting Processes and Gaining Insight

While you are sitting back and admiring a year of accomplishments, take special note of deadlines that were missed. While this may seem counterintuitive, recognizing where you fell short will help you plan in advance and not repeat whatever system or schedule that landed you there in the first place.

To help gain insight, ask yourself these questions as you review past calendars:

How often was a deadline missed?

If there was only a handful of times where a deadline was missed, go easy on yourself, life happens! If you noted that you were consistently missing deadlines, that could be a sign to say that you need to factor in more time to complete work. It may also be helpful to analyze your feelings towards a certain activity. If you are always missing deadlines to submit final reports for example, is this a task that you may be able to outsource?

When a deadline was missed, was it consistent in the underestimating of time needed?

For example, if given a couple more days, would most of the projects or activities have been completed on time? If you are tempted to offer a one-week turnaround for a report but history shows that you rarely accomplish that task in that amount of time, start saying ten days instead and give yourself more wiggle room.

Is there a theme in the types of deadlines that were missed?

This one may be harder to spot but well worth investigating. If you note that you are consistently missing deadlines, were they always with the same client or the same category of task? Understanding that our motivations may differ based on certain types of tasks or even those that involve other people is incredibly helpful for future planning.

What can you learn from asking these questions? A whole lot!

Not everything is sunshine and rainbows but looking back will help you better plan and account for time more effectively in future planning activities. No one will mind if things take you a little longer to complete if they can count on you to be consistent in your submissions and deadlines. Consistency certainly looks better than regularly missing deadlines and underestimating the time needed to complete a task or project.

Team Collaboration and Communication

Technological advances in shared calendar options have made it easier than ever to be transparent about our schedules and availabilities. Having a shared calendar makes project planning and scheduling significantly more convenient, keeping everyone on the same page and is a must for every functioning team in this day and age.

While there are certainly risks of overscheduling activities or of others inserting themselves into spaces they perceive as “free” the pros outweigh the cons when it comes to productivity and transparency.

Let’s face it, no project in the history of projects has ever been completed without some kind of calendar system. Large projects or ambitious strategic plans simply don’t happen without being mapped out on a calendar. Add in the sharing functionally, it’s much easier to assign tasks and responsibilities to the team but also to see what other people are working on to paint a clearer picture of the progression of the project.

Save Time and Energy

It takes time and energy to create an effective calendar management system that works but it is all worth it because a well-managed calendar has been shown to save people hours every week!

Technically speaking, you are not actually creating more time but by dedicating even 1 hour a week to updating and managing your calendar, you will inevitably find efficiencies and structure your available time in a way that allows you to get more done and feel as though you have more hours in a day.

The bonus of using digital calendars is that most will allow you to easily schedule recurring events. Say you have a regular team meeting every Wednesday at 2:00 pm, put it in your calendar on repeat and you won’t have to remind yourself every week to include that in your calendar. This is also a handy function if you like to reserve a block of time for creative work such as writing. Reserving these blocks in a shared calendar will also help you establish boundaries and reduce distractions. Check out this blog on 10 Simple Ways to Reduce Distractions at Work for other ways to set boundaries outside of your calendar.

Effectively Manage Your Calendar

Top 20 Tips To Effectively Manage Your Calendar

Given the sheer number of calendar platforms and both digital and paper formats, there are countless ways to effectively manage your calendar that best fits your needs. That said, starting with a few of these helpful tips will greatly increase your calendar’s effectiveness.

1. Be as Precise as Possible When Scheduling Time

Look at your history, do you regularly block 30 minutes when you know that the meeting always goes over?

You are not doing yourself any favours by underestimating or overestimating the time that something will take. If you have any past data to reference, learn from it and you can better predict the true amount of time that you will need to block for a specific activity. Sometimes, activities are new and you will have to do your best to estimate the time it will take. That is perfectly fine but in the case of something new, always factor in more time as opposed to less.

It is also helpful to consider Parkinson’s Law – the task will fit the time allotted for it. New tasks and activities aside, as you become more comfortable with a certain activity, refine the time block that you have reserved for it.

2. Use Meeting Scheduling Programs

While it is a bad idea to give people full access to book themselves into your calendar, reserving several time slots that other people can insert themselves into is a great way to manage your calendar, be available to others, and respect your available time.

Programs like Calendly work by letting you set the times you have available and people can simply book a meeting in a time that you have already set aside for that purpose. This can look like office hours Monday and Thursday from 2:00 pm – 4:00 pm. To be even more precise, you can offer the option of 30-minute blocks. This sets the standard that people should plan for no more than 30 minutes per meeting. Specifying the length also means that you won’t have one person blocking up 2 hours of your time.

Not only will this make your availability clear but it will also protect the time you need to focus on important tasks.

Account for Buffers and Transition Time

3. Account for Buffers and Transition Time

If there is one tip on this list that you should implement immediately, it’s this one. Way too often, we expect ourselves to instantly switch from one task to another, like turning a light switch on and off. Not only is this completely unrealistic, but it’s also not at all how our brain works and it ends up eating away at the valuable time from both tasks. While people may use the term buffer and transition interchangeably, there are a couple of important distinctions:

Transition Time

Your brain needs time to effectively shift between tasks. Factoring in even a 10-minute transition between activities will help you come down from the previous activity and enter the zone for the next one. It may seem like a waste of a 10-minute block of time but that time and more would be wasted between tasks anyway if you were to simply jump in.

Buffer Time

Buffers are a similar concept but differ in that their intention to account for tasks that may go over their allotted time. Meetings are a great example when it comes to showing the effectiveness of buffers.

Let’s say that you have a 1-hour meeting scheduled. Based on past reviews of your calendar, these types of meetings are generally on time but sometimes go up to 10 minutes later. Because you know this, you add a buffer in your calendar for 30 minutes. Lucky for you, the meeting ends right on time but one of the speakers was particularly interesting. Because you factored in that buffer between that meeting and your next engagement, you can take that time to introduce yourself. On the other hand, say the meeting was completely dry and a waste of time, you now have 30 minutes to watch cat videos and bring some joy back into your life.

4. Plan for Planning

Great calendars don’t just happen, you need to make them happen. Use that calendar of yours and plan some time dedicated to planning and calendar review

If you work traditional hours, the following are great times to review your calendar

  • The last 30 minutes of your workday
  • The last hour on a Friday
  • The last weekday of the month

Planning should be a regular activity done daily, weekly, and monthly. Not only will this help you draft a to-do list, but it will give you space to look ahead and effectively organize your time and accurately schedule future activities.

Have as Few Calendars as Possible

5. Have as Few Calendars as Possible

Calendars are an effective way to manage your time but this is one case where more is not better.

Having a Google calendar for personal, Outlook for work, a small one for your bag, one on your desktop… having too many places to park your commitments will guarantee confusion.

Decide on one system if you can, two if you want to keep your personal one separate from work. Luckily, you can often add events to multiple calendars but having fewer places to look at will save you time and energy.

Managing your own calendar is hard enough but managing a team calendar comes with its own set of challenges – the same rule applies. Have one central place where your team can be confident holds all the information they need.

6. Schedule an Interruption Free Day Once a Week

Meetings are just part of the deal in most organizations, especially when you work with a team. That said, meetings shouldn’t rule your calendar.

It’s important to plan for at least one day a week where you can focus uninterrupted, essentially having a day where you do not schedule or participate in any meetings. If you use some kind of calendar booking system, ensure that there are no available slots on that day and communicate this clearly.

People greatly underestimate the value of scheduling uninterrupted time but it is the secret weapon when it comes to productivity.

7. Add Events and Meetings to Your Calendar Immediately

While this may seem obvious, too often we tell ourselves that we will add it in later – Don’t wait! When later rolls around, we end up unprepared at best or with a conflict at worst. With most of us having our calendar in our pocket, it will only take a minute to add something in for safekeeping.

This rule also applies while you are in meetings, schedule follow-ups before the meeting is done to ensure that you can plan appropriately for the next meeting.

Use Reminder Features on Your Calendar

8. Use Reminder Features on Your Calendar

If you are using a digital calendar, chances are that it has the ability to send you notifications or reminders. You can set the window but it is helpful to have a 15-30 minute heads up that you will need to transition to the next event or task.

Use reminders with care though, they can become excessive, be disruptive to your flow state and negatively impact the quality of work you are putting out. When used correctly, however, they are an excellent tool in your calendar management tool box.

9. Use Time Blocks

After the tip about accounting for buffers and transitions, time blocking is arguably the next most effective tip for calendar management. Time blocking is a simple concept: designate a block of time to a specific task or a group of like tasks in order to better focus on them. As mentioned in a previous tip, individual tasks don’t belong on your calendar but time blocks are a great way to ensure that you are being reasonable with your own expectations of the available time to complete them.

A general rule of thumb is to make blocks at least 30 minutes long to ensure that you have enough time to get into the zone of whatever task it is that you need to do. It can also be effective to look at your blocks in the morning and afternoon, creating large blocks of time in which you can work on specific tasks.

If you want to learn more about this concept, check out Time Blocking – A Time Management Trick to Get in the Zone.

10. Say “No” or “Later”

This is a great tip for so many reasons. Too often, we are quick to say yes and then figure out how to make it fit in an already packed schedule. When you work backwards like this, it will only end badly for you. Pause and ask yourself:

Is this task relevant to my priorities and scope?

Is someone asking you to design a pamphlet when your role involves data entry? That is an obvious example of a task being outside someone’s scope but it can be more complicated than that. The request itself could be something that is within your scope but may not be on your priority list. Say that it is Monday and you have a presentation to make on Wednesday. If a team member approaches you and asks if you will help them proofread a draft report for a client due next week. Your instinct may be to help your teammate but that could jeopardize your ability to finish the presentation that is actually part of your job. In this case, you could inform them that you can take a look only after your presentation is done or, better yet, suggest another team member who may be more appropriate for that task.

Do I have the actual time available in my calendar to complete it?

Maybe the task is relevant and in your scope, great! But will it fit in your calendar? This can be especially tricky if your higher-ups have unrealistic expectations of deadlines. If you have managed your calendar well and find that there is simply no way to fit something in and complete it with any kind of quality, there are a couple of options. The first option is to delegate the task to another team member. Another option is to bring your calendar to your team lead, explain that in order for you to complete the task, something else has to be removed from your plate or rescheduled for a later day. Oftentimes, having the visual of your time is enough for team leads to better manage their expectations.

Would I have to say no to something else in order to say yes to this?

The task is in your scope and you can fit it in your calendar… but should you? Understanding that saying yes to something means you are saying no to something else. Once you have filled the available block in your schedule, it becomes unavailable for something else that you may want or need to do more. When something has entered your calendar, removing or rescheduling it is much more work than ensuring that it is something that should be there in the first place.

On a related note, if there is one thing that shouldnt take up space on your calendar it is update-type meetings. With collaboration-based programs like Teamly, it is easy to see what everyone is up to without wasting an hour of everyone’s time for a meeting.

Consider Time Zones

11. Consider Time Zones

With more and more people working remotely, it is important to consider time zones when adding items to your calendar if you have a geographically scattered team or clientele. It is helpful to schedule the event in your calendar in your local time but leave a note for what time that translates to on the other end. Not only will it give you context (is it very early or late at night for them?) but also adds that little extra personal touch when you acknowledge that your time zone isn’t the only one in the world.

12. Batch Meetings

Arranging to have all your meetings happen on one day is an effective way to manage your calendar. If having every meeting on one day isn’t possible, arrange for the meetings that you can control to live on either end of the meetings that are non-negotiable. In doing this, you can make the most use of already being in the mindset needed to be effective in meetings.

Meetings Getting Derailed? Here’s How to Keep Things on Track is a great blog if you find meetings taking up more than their fair share on your calendar.

13. Design a Colour Coding System

One of the most popular (and fun) ways to manage your calendar is to use a colour coding system. This visual type system has been shown to be incredibly effective and is relatively easy to implement. While colour choice is completely personal, consider the following suggestions from Calendar.com:

  • Grey – meetings, grey is neutral and balancing in your calendar.
  • Red – detail-oriented tasks, red catches your attention and signifies the importance.
  • Purple – creative activities, think brainstorming or writing.
  • Blue/Pink – more relaxing and less taxing tasks.
  • Green – think health, lunch breaks and downtime.
  • White – keep it simple and designate white for prep and organization time.

Depending on the type of work you do, another option is to colour code based on the client or project that the work is for.

14. Be Clear on Priorities

Simply put, if someone else were to look at your calendar, they should be able to clearly understand your priorities. A calendar is a representation of how you spend your limited time, what ends up with a place in this system needs to be tasks, activities, and events that serve you professionally and personally.

Keep Your Calendar Accessible

15. Keep Your Calendar Accessible

This one is a given but worth mentioning… What good is a calendar if you are constantly forgetting it or digging for it? Most people use digital calendars nowadays so if your phone is handy, so is your calendar.

If you are still clinging to a paper calendar, make sure that it is in a format that you will actually carry around, whether that is a small pocket-sized book or a full size one that lives in a bag.

16. Respect the 4 D’s of Time Management

If you are unfamiliar with the 4 D’s of time management, here is a quick refresher:

  • Delete – see tip #10, but remove anything on your calendar that doesn’t actually need to be there.
  • Delegate – are you the best person for this task? If not, pass it off to whoever is.
  • Defer – maybe the task does belong to you but does it need to be done right at this moment? If not, schedule it for a time in the future that makes more sense.
  • Do – this one is self-explanatory, do what you say you will do.

One of the most effective ways to manage your calendar is by ensuring that what is on there actually needs to be there. Remove the clutter and what’s left are the things that not only need to be done but need to be done by you.

17. Schedule Catch Up Times

Life happens, but keep a spot on your calendar so that your tasks and commitments don’t fall behind when something inevitably disrupts your flow. I know it seems a bit odd to reserve a timeslot in your calendar for something so non-specific but you will thank yourself later for having a guilt-free catch-all space. If you don’t end up needing this space, think of it as a break (you know… for cat videos).

18. Change Your Calendar View

Digital calendars will let you toggle between day, week, month, and even yearly views. It can be very helpful to change your view every once in a while and gain a new perspective on your commitments or even catch something that you may have missed.

19. Appropriately Label Calendar Items

While it may be tempting to simply slap the label “Meeting” in your calendar, it tells you very little about what is actually happening at that time. Who is this meeting with? What is the topic? Who will be there? How can you be expected to show up to this meeting prepared with very little detail?

When you label events in your calendar, it helps to note the type of event, who it is with, and the purpose. An example would be – Brainstorming Meeting with Marketing Team. Short but still informative.

Schedule the Perfect Day/Week/Month

20. Schedule the Perfect Day/Week/Month

The perfect day/week/month will never happen and even if it does, it will never happen again. That said, having a template for these ideals will help you better prepare for reality and give you something to strive for. Adjust this template over time until it becomes a more accurate depiction of reality and use it to base all your scheduling activities.

Conclusion

Calendars are standard when it comes to time management and productivity. You won’t get far without an effective calendar management system so start with some of these tips and you will be well on your way!

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.