15 Tips to Skyrocket Meeting Participation

Virtual Meetings

We all know how hard it is to run an engaging meeting. To many of us, this seems like a strenuous task. Where do you even start?

Do you have to behave differently? And what about your colleagues that are on the shyer side—how do you motivate them to participate?

Fortunately, we have an answer. In this article, we’ll take a closer look at the 15 things managers and facilitators should do, in order to host captivating meetings and encourage their colleagues to make meaningful contributions.

Let’s dive right in, shall we?

Why you should host engaging online meetings

Meetings are a crucial part of every organization. It allows people within a company to gather and exchange valuable ideas as well as make informed decisions that will help a business grow.

However, in order for meetings to deliver value to both employees and the organization, they have to be engaging—people need to care about the subject matter and be motivated to provide their input.

On the surface, coming up with a strategy to boost meeting engagement may seem like unrewarding investment that will distract stakeholders from “real problems.” In reality, there’s a host of reasons why companies should look into it:

  • It builds stronger relationships – when people actively participate in meetings, they become invested in the company’s success as well as their own professional growth;
  • It facilitates and improves decision-making – shorter, more efficient meetings don’t last enough to become dull. The more involved the participants of a meeting are in the conversation, the quicker clever solutions arise;
  • It helps companies think outside the box – when there are no bystanders in you meetings, there is greater diversity of opinion, which opens your business up to more innovative ideas;
  • It acts as a medium for constant improvement – when engaging meetings become a part of the company culture, everybody wins. The organization reaps the benefits of clever and innovative decisions, while employees can learn from one another and grow professionally;

Online Meeting Agenda

1. Prepare an agenda for your meeting

To ensure that people have something to say in a meeting, it’s essential to at least tell them what the meeting is about. Even better, provide them with a clear outline that will allow them to navigate it more efficiently. Not understanding the scope and structure of the meeting is a recipe for discomfort and awkwardness—and that’s exactly what we want to avoid.

Always make sure to attach the meeting agenda to your invitation. This small detail will have a massive impact on the team’s productivity by allowing them to structure their thoughts and provide their input on the subject matter.

If you’re looking to earn some bonus points and help people be more proactive by having an agenda, there are two things you should also look into:

1. Stick to the plan – sending out an agenda and not following the timetable will just defeat the purpose helping people participate;

2. Ask for feedback – allow people to weigh in on how well the meeting was structured and whether they’d like to suggest changes to further meetings;

There are so many questions you can ask to learn more about the people’s preferences. Simply asking for their input will not only provide you with a roadmap for the betterment of your next meetings, but also make them feel heard and included. Here are a few examples:

  • Did you find our last meeting productive?
  • What part of the meeting do you think was most valuable to you?
  • What was your favorite/least favorite part?
  • If you could change anything, what would it be? Why?
  • What’s one thing that could increase your satisfaction with our meetings? Why?

Essential personnel

2. Essential personnel only

Oh, just one more thing before you send out the memo for the meeting, please consider the attendees carefully. Your efforts to keep participants engaged will be rendered useless if you’ll invite people that have little to do with the issue at hand.

Yes, absolutely, this does sound self-evident, but the participant lists should be as short as possible. Every single person that has but a remote connection to the topic at hand will inevitably be bored (which is the opposite of what you want).

If, for any reason, you’re wondering what the optimal number of participants in a meeting is, consider using the “two-pizza rule.” Legend has it that Jeff Bezos would follow this principle to make meetings more productive. Basically, if the number of people you’ve invited to a meeting can’t be fed with two pizzas, it’s very likely that no important decisions will be made.

Proactivity

3. Proactivity builds on safety

Most people will only want to be proactive in a meeting if they feel safe. Of course, this has little to do with physical safety, instead it’s a sense of acceptance—the need to know that their ideas will be taken seriously.

If you happen to be the facilitator of a meeting, consider starting by making people comfortable. Kick things off with some positive feedback on the team’s work. Even better, show some appreciation to every person in particular if there aren’t too many people attending. This should make the participants feel confident and excited about the meeting.

The power of this tactic is twofold; Firstly, it makes everyone feel accomplished and valued. Secondly, it encourages a team mentality right off the bat. Focusing on individual successes and qualities is a great way to build momentum.

4. Be mindful of the Bystander Effect

There’s a very interesting psychological study on a phenomenon called the Bystander Effect, also known as “diffusion of responsibility”. It suggests that there’s a direct correlation between the number of people in an environment and their motivation to intervene when someone has an emergency like a heart attack, for instance.

The logic behind it is pretty straightforward, the more people there are in an environment, the more diffused the responsibility is. People are prone to this effect during meetings as well.

The great part is that it’s fairly simple to overcome this effect—assign the participants tasks that they can engage in actively. This way, they won’t be inclined to be a mere bystander in the meeting you’re facilitating. Most video conferencing products have a breakout room feature; you can use it to assign small tasks to groups of people that are part of the meeting.

The 5-minute rule

5. The 5-minute rule

Let’s face it—most of us have dozed off during lengthy meetings that keep going over and over the same issues. Make no mistake, people will naturally prefer watching paint dry to participating in boring meetings. Fortunately, the solution to boredom is engagement. People generally prefer to be productive, instead of attending a mind-numbing group call.

When planning your meeting agenda, try to keep it as engaging as possible. Try spending a maximum of five minutes on every issue that needs to be addressed. Otherwise, your colleagues might put on their bystander hat—and they’ll do it quicker than you expect. The worst part about it is that it’s not really that easy to bring them back, so be strategic about your meeting agenda.

6. Say my name, say my name 🎤

You’ve probably heard about the magical effects calling someone’s name has on their brain. Well, we’re here to tell you that it’s true and that you should do it more, if you want to keep people participating during meetings.

Research suggests that when people hear their names, specific parts of their brain that stimulate attention activate. People become naturally more focused and mindful as a result.

There are plenty of ways this little trick can be put to work. Instead of just asking people “any questions?,” consider calling them by their name. This will most likely make the shyer people in the crowd actually ask the question they have. Moreover, there’s a sort of chain reaction to this—people will see others participating and feel a slight push to do the same.

7. Does everyone know everyone?

Often people don’t feel comfortable sharing their opinions with people they don’t know. Therefore, when the participants of a meeting are not acquainted, this could have a harmful effect on the overall engagement.

It’s always a good idea to introduce people to each other—their names, their roles, and maybe a quick mention of their qualities. Of course, this isn’t essential if your list is extensive. But doing so whenever you can afford it will help people relax and open up.

Incorporate small talk

8. Incorporate small talk

Before the Covid pandemic struck, small talk was an effortless thing. For some reason, it’s much easier to be curious about people’s experiences in their immediate presence, compared to video meetings.

If you think about it, the entire experience of a Zoom call isn’t exactly conducive to a warm exchange—a window pops up on your screen and you’re expected to go straight to the point. As a result, the whole concept of chatting with your colleagues while grabbing coffee before a meeting has vanished entirely, along with the benefits of such interactions.

Fortunately, there are a couple of quick tips that will help you bring the small talk back to your remote meetings.

  • Make small talk part of your meeting agenda – by allotting time to it, you won’t be pressured to jump into work-related discussions from the get-go;
  • Start every meeting with a check-in or an ice-breaker – show your willingness to engage in small talk as the person whose task it is to moderate the meeting. This should help people relax and engage effortlessly;
  • Include conversation points that most people have an opinion on – whether this is tightly connected to the main topic of the meeting doesn’t matter that much. Having a conversation about things that people care about will help them express their opinion more eagerly, which will set the tone for the meeting itself;

9. The responsibility rule

Whenever people enter a social setting, they unconsciously try to determine the role they play in it. For instance, when you attend a concert (it’s been a while, hasn’t it?), you immediately establish your role at this event—you’re there to observe and enjoy. In other settings, your role is to act.

Meetings are no exception—we always try to define whether we’re there to act or observe, and we typically make this decision in the moment we’re notified about the meeting itself. Naturally, most of us will be inclined to be bystanders, but this is exactly what ends up being the cause of low engagement during meetings.

Fortunately, facilitators can solve this issue by creating a sense of shared responsibility. Have everyone prepare for the call—this doesn’t have to be a massive effort, but the time investment itself will help them stay engaged and participate eagerly.

Reduce slides to the bare minimum

10. Reduce your slides to the bare minimum

We’ve all been there—having to sit through a dull, hour-long presentation that bores us to tears. While they are undoubtedly necessary in situations like onboarding your team to some important changes in the company or product, there are a few recommendations a facilitator should take into account, in order to keep the audience engaged.

One crucial thing you should consider is reducing the number of slides to the bare minimum. Similarly, consider adding as little information on the slides as you can afford to. The reason is pretty simple—the less people have to read, the more you can engage with them on a personal level.

Moreover, people love storytelling—it’s a very powerful tool to keep people invested in what you have to tell them. This is going to be crucial if you’re going to be looking for meaningful feedback at the end of your presentation. Instead of just wanting to leave the room as early as they can, your colleagues will be more inclined to share their thoughts.

While adding elements of storytelling to your presentation is always a good idea, definitely consider structuring your entire meeting agenda as a coherent storyline. In narratology (yes, this is a thing), there’s this very useful concept called the “hero’s journey”. It’s sort of a template for a story where a hero goes on an adventure, faces some sort of existential crisis, and returns home transformed and a bit wiser than he or she was at the beginning of their journey. You don’t have to be as dramatic with your meeting agenda, but you get the drill.

Here’s a basic structure for a hero’s journey: Departure (the call to adventure), Initiation (a series of trials that the person confronts), the Return (the hero returns from her adventure).

11. Build a great online meeting tools stack

Making your virtual meetings more engaging also depends on the tech stack you’re using. Your organization may be using products like Slack or Zoom for communication, and project management tools to go with them, but you have the opportunity to think outside the box. There are plenty of collaborative tools like Miro that will help your team work together and engage in brainstorming synchronously.

It’s absolutely essential to take the time to explore the available solutions on the market that will help your team collaborate efficiently and remain tuned in during meetings.

12. Look into gamification

Simply put, gamification is the process of using game elements and mechanics in mundane activities with the intent to make them more engaging and even entertaining. The technique revolves around providing people with instant gratification, rewarding them for small tasks, and continuously providing them with feedback.

The reason gamification is very effective in engaging people is because of the small bursts of dopamine it triggers in our brains. As a result, the things we typically find boring or dull end up being entertaining, which helps us become more involved and productive. Furthermore, gamification is known to ease cognitive load.

So, how does one gamify a meeting? There are plenty of techniques you can choose from. For instance, you can end a meeting in a quiz and reward the participants for their attention. Another option would be tallying the number of innovative solutions your colleagues came up with during meetings in a month. This should stimulate some healthy competition among coworkers.

13. The five hippopotamus rule

The five hippopotamus Rule is a very straightforward technique that can help you motivate people to actively participate in the conversation. Now, before we go on, we need to underline that this is also a common technique used in criminal psychology during interrogations, which is called “the Pause Technique.” The main idea behind it is to remain silent after asking a question, suggesting to the interviewee that you’re expecting an answer from them.

So, back to the hippopotamus rule. The main idea behind it is not to interrogate your colleagues (really, don’t), but rather to motivate them to engage with the conversation.

How do you do it? Ask a question, and if you see no immediate engagement from your colleagues, count “one hippopotamus, two hippopotamus,” till you get to five. Another pretty important tip is to not count out loud.

Acknowledge contributions

14. Acknowledge contributions

While showing appreciation for your colleagues’ contributions will have a positive impact on the engagement within the meeting, it’s also more of an investment for future meetings. Being thankful about people expressing their opinion on the subject matter and, more importantly, taking their opinions seriously will create a space where people feel inclined towards participating.

Expressing appreciation for a person’s contribution is a great way to encourage more engagement—at the end of the day, they’ve made an effort to help the cause of this meeting.

Another great way to show appreciation is visible note taking—this allows you to acknowledge a person’s contribution and show that their voice is heard.

15. What do you do with engagement?

Our last tip is an extension of the previous one—it’s an attempt to take a closer look at engagement in the context of your organization. What’s the point of stimulating people to participate if they won’t see their input applied or their opinions taken into account when critical decisions are made. Using what you receive during meetings is a vital component of creating an environment where people want to participate.

The bottom line

Keeping people engaged during meetings does sound like a straightforward task, but in reality it’s far from it. The good thing is that the vast majority of steps you can make towards a more proactive crowd only require your dedication and willingness.

The Secrets of the Successful: The Best Morning Routine to Effect a Fruitful Day

Best Morning Routine

It’s easy to wonder how successful and wealthy people thrive and stay on top of their games. It’s not uncommon to hear that successful personalities like Oprah Winfrey credit their productivity to having the best morning routine. By taking advantage of their mornings, they gain control of their lives.

You wonder and then wander into the idea of wanting the same for yourself. Perhaps, with a bit more ambition, I too could change the world!

Everyone dreams of doing something meaningful. What do successful people do that the rest of us don’t? What is the secret to this morning routine?

What Is a Morning Routine, and Why Is it Important?

My Morning RoutineBenjamin Spall, co-author of the book My Morning Routine: How Successful People Start Every Day Inspired, defines a morning routine as “consciously choosing to bring activities into your morning.” The activities can include early-morning workouts, meditation, or creative and productive work.

In the book, he and his co-author Michael Xander emphasize that “your mornings are a blank slate, an opportunity to start again. Even if your first action upon waking is simply going to the bathroom, this forms the beginning of a habit stack—a series of linked actions.”

They add, “waking up triggers you to go to the bathroom, which triggers you to brush your teeth, which triggers you to put on your workout clothes, sit down to meditate, or put the kettle on to begin brewing your favorite cup of tea or coffee.”

What The Most Successful People Do Before BreakfastLaura Vanderkam, the author of What The Most Successful People Do Before Breakfast, explains on her blog that mornings are a great time to do things that matter to you. The day is fresh and new, and we bring an optimistic attitude toward our lives in the morning.
Seizing this window of optimism allows us to work towards goals and self-improvement.

To put it simply, a morning routine is a practice of performing a deliberate set of activities. By consistently giving our days this foundation, we’re enabled to achieve short-term and long-term goals.

But, What if You’re Not a Morning Person?

What if your favorite thing to do in the morning is to hit snooze…again, and again, and again? Successful people start their day very early–some at six, seven, or some even at the crack of dawn! So, you ask, where is the hope for me?

Spall says that later risers shouldn’t feel pressured into “becoming” an early bird. One isn’t better than the other; the most important thing is knowing what works for you. Then, when you figure out when you’re most productive, the rest will fall into place.

How Do I Craft My Own Best Morning Routine?

It can be hard to get out of bed and face the day if your morning routine consists of drinking a few sips of coffee and jumping right into a ten hour day of work.

There are so many different types of morning rituals, and everyone can have their own version of it. Again, the key is finding what’s best for you.

First of all, consider how certain activities make you feel; what is the fruit of a certain passtime?

Rachel Kable of “The Mindful Mind” podcast suggests looking closely at the effects of various activities, and choosing ones that spark peace, joy, and enthusiasm. Part of her morning routine is looking at the plants in her home.

​​“I find it so calming and peaceful to go around to each plant, check the soil, look for new leaves and just admire and appreciate them. I know it might sound strange, but this is a part of my morning routine that genuinely leaves me feeling excited and joyful.”

Kable additionally meditates in the morning, as this pulls in the reins on her monkey mind. Rather than jumping around to everything she has to do during the day, a short five minute meditation channels her thoughts in a peaceful, calm direction.

This isn’t to say we all need to meditate and look at plants first thing, but rather that the best morning routine incorporates activities that bring peace, calm, enthusiasm and joy. For some, this can be a short walk, for others, reading a few pages of a fiction novel, and for others working on a painting or creative project brings a rejuvenating spirit to the day.

When you’re starting your day with something that sparks joy and vigor, waking up becomes something you genuinely look forward to!

How Do Influential People Craft Morning Routines

How Do Influential People Craft Morning Routines?

There really is nothing like learning from the best and the brightest. What is the secret sauce that’s enabled their lives to flourish?

According to Laura Vanderkam‘s book, most influential people use their mornings to nurture one of these three fundamental aspects of their life: career, family, and self.

Let’s look at how some highly successful people have crafted their morning routines around each of these.

Additionally, we’ll consider a formula that encompasses all the characteristics of a powerful morning routine.

Perhaps you’ll find something here to inspire you!

Cultivating Careers

Here are some successful professionals who practice a morning routine that allows them to bring their best to their careers.

Scott Adams, creator of the comic strip Dilbert known for its white-collar satirical humor, says he has trained himself to enjoy the mornings. Ten minutes after waking, he is usually at his desk in his home office enjoying a protein bar and coffee. This “treat” (as he calls it) is an incentive to wake up and be productive. He spends his morning getting abreast of business and technology-related news. He follows this same routine, step by step, every day, including weekends and holidays.

Kevin O’Leary, a.k.a. Mr. Wonderful, the chairman of O’Leary Financial and an investor on ABC’s Emmy Award-winning “Shark Tank,” uses his mornings to sharpen his knowledge of business and markets. He wakes up just before six and immediately checks the Asian and European bond markets. While exercising on his elliptical, he watches the news, then reads even more business and technology over breakfast. Finally, at half past nine, he arrives at his office.

Mike Fishbein, a self-published author and a content marketing expert, uses his mornings to cultivate a creative headspace. He wakes up to music at six am, meditates for thirty minutes, and writes down his “ten ideas,” then journals at seven. At this point, he is primed. He works on blog posts and books for the rest of the morning, where he writes his most creative work of the day.

If you are a night owl like Cheryl Bachelder, the CEO of Popeyes Louisiana Kitchen, perhaps you’ll be inspired by her morning routine. Listening to a playlist through her morning puts her into the right frame of mind for the day. Breakfast and coffee are morning essentials. Reading and reflecting play the central part of her morning routine. Morning is also the best time for writing on her blog, where she writes mostly about leadership topics.

Fostering Relationships

Many successful people spend their mornings on what matters most… giving their time and best to family members and friends.

Fostering Relationships

Marie Kondo, known for her KonMari method and author of The Life-Changing Magic of Tidying Up, freshens and purifies her home first thing by opening the windows and burning incense. She then drinks water, herbal tea, and sometimes does yoga while her husband cooks breakfast. After eating, they pray before their home shrine to give thanks and imagine good things coming into their day.

Amanda Hesser, the CEO of Food52 and cookbook author, wakes up just before seven. She energizes her brain by reading news on her phone and drinking a large glass of water. Then she makes her kids’ lunches, does yoga and takes a hot shower.

The first thing Andrew Yang, CEO and founder of Venture for America, does in the morning is push his dog off of him. He then types three things he is grateful for into a memo file on his phone. Next, Andrew spends time with his son, as most nights his son is asleep by the time Yang returns home. Finally, he hits the gym.

Lastly, we have Danielle Snyder, Co-founder and creative director of DANNIJO Jewelry, known for its statement jewelry, tie-dye silk slips, and resort-leisure RTWs. She drinks a cup of coffee with steamed vanilla almond milk, then heads out for a boxing or pilates session. Afterwards, she has breakfast with her sister, who is also her business partner. The two discuss business over coffee and eggs.

Improving Self

For some, exercise and spiritual and creative practices form the backbone of their morning routine.

In a 2018 Harper’s Bazaar interview, Oprah Winfrey shared that she walks her dogs first thing in the morning. She then drinks a special coffee mix of caffeinated and decaffeinated espresso with milk and a little hazelnut. Her morning spiritual exercises include meditating, reading some thoughtfully chosen quotes from her 365 Gathered Truths box, and reflecting on Sufism wisdom.

Wende Zomnir, Co-founder and chief creative officer of Urban Decay Cosmetics, says she couldn’t function without morning exercise. Physical exertion in the morning calms her, and gives her focus and determination. Plus, being physically fit allows her to come into work with confidence.

Improving Self

Arianna Huffington, founder of The Huffington Post and author of The Sleep Revolution, regularly sleeps for eight hours every night. She doesn’t need an alarm to wake herself up. She begins her day with morning meditation, where she expresses gratitude and sets her intention for the day. After this, she works out on her stationary bike and does yoga stretches.

The author of So Good They Can’t Ignore You, Cal Newport, begins his morning at just past six. He drinks a glass of water and takes his dog for a walk. While walking, Newport listens to audiobooks and does pull-ups at the local playground. On returning, he takes a quick shower. He then takes charge of his two boys and performs housework and family tasks.

What are the Components of the Best Morning Routine?

Components of the Best Morning Routine

What is central to the morning routine of all these successful individuals?

In his book The Miracle Morning, Hal Elrod shares an effective step-by-step process to transform your life, starting from the moment you wake up. He developed this process after studying the personal development practices and habits of successful millionaires, billionaires, athletes, and CEOs.

Elrod’s process is based around SAVERS, or Silence, Affirmations, Visualization, Exercise, Reading, and Scribing. Practicing his steps cultivates a fruitful morning ritual that brings about the successful life you want.

According to Elrod, “setting a morning routine sets the tone, context, and direction for the rest of the day.”

Here are the steps to SAVERS:

  • Silence — Meditation and prayer are essential. He recommends avoiding the phone, screens, news, coffee, and the usual modern things that rob you of a calm and quiet mind. Rather, allow “the wisdom of God or higher consciousness or your own infinite intelligence to rise to the surface.”
  • AffirmationsRepeated affirmations, nurtured in the subconscious mind, can reprogram you to believe that success is guaranteed. Affirmation triggers thoughts and actions key to manifesting your dreams.Elrod claims this to be the most essential part of a morning routine. According to him, affirmations must be based on three guidelines. First, affirm what you are committed to in a “no matter what, no other option” manner. Then, affirm why it is crucial and meaningful to do so. Lastly, affirm the specific actions you need to achieve and specify when.
  • Visualization —According to Elrod, visualization has two parts: visualizing the end goal and the steps and actions you must take to get there. Visualization has been practiced by successful individuals like Jim Carrey, Arnold Schwarzenegger, Oprah Winfrey, Will Smith, and countless others.
  • Exercise — Exercise benefits the mind and body in so many ways. Elrod’s advice is to do simple stretching or similar forms of movement to pump up your blood.
  • Reading —Taking in a few pages of a self-help or inspirational book in the morning allows you to learn something new. A study shows that reading can improve your social, mental, emotional, and psychological well-being.
  • Scribing — Writing is the final step to Elrod’s morning routine. Elrod writes down three things he is grateful for, his to-do list of ten items, and the top three activities that will positively impact his life.

What’s Your Pleasure?

The Dalai Lama said, “just one small positive thought in the morning can change your whole day.”

A morning routine is an excellent tool to jumpstart your day and give you the enthusiasm and energy to realize your goals. Many successful individuals vouch for its effectiveness in helping them craft the lives they have now.

What activities do you include in your morning in order to effect a positive outlook on your day?

You have the freedom to craft a morning routine that works for you. The principles of SAVERS and a focus on self, career, and family provide a solid foundation from which to craft this life-changing practice.

The future is yours!

Starting a New Job? 9 Expert Tips to Guarantee Success

Starting a new job
@teamly
For additional information on this topic, feel free to check out this Youtube video from our channel.

Now, onto the main content...

Congratulations on landing your new job! Starting a new job marks an exciting period in anyone’s career. It also comes with much curiosity and uneasiness. You’re probably wondering what to expect, and are a little nervous, too.

Having a queasy feeling during this transition is expected. Although you probably met your new supervisor and some team members in the interview process, working with them is a different ball game.

In his book Your First Thirty Days: Building a Professional Image in a New Job author Elwood Chapman writes, “Starting a new job – whether it’s your first or one of a series – is an important step in your career. Your mental set concerning this change in your life will have much to do with your immediate and long-term success. You must begin your new endeavor by accepting full responsibility for your behavior and growth in a new environment.”

You have probably heard the saying, “the first impressions are the most lasting.” It’s definitely worth making an extra effort to ensure you sail smoothly through your first few weeks on the job. We have compiled some helpful tips to ensure you adapt quickly to your new environment.

1. Start with Thinking Positive

Your new business hired you because they have confidence in you! They believe you can make significant contributions to the company.

Do you believe this yourself?

A fundamental component to succeeding in your new position is thinking positively. Napoleon Hill, author of Think and Grow Rich, writes, “A positive mental attitude is a must for all who wish to make life pay off on their own terms. Nothing great was ever achieved without a positive mental attitude.”

 

Thinking Positive

To be more specific, a practice of thinking positively means that in order to accomplish good things and pursue happiness, we must constantly have positive thoughts and prevent negative thoughts from entering our minds.

Positive thinking also spreads good vibes and is contagious. People are more motivated to accomplish goals when working with a positive employee.

Successful entrepreneur Alexa von Tobel, the founder and CEO of LearnVest, and the author of the New York Times bestseller Financially Fearless, recommends being scrappy in order to get ahead in your new job: “Get up, dress up, show up, wake up excited for what’s coming, dress the part, and always show up ready to go.”

You stand to gain so much by bringing a positive outlook to your new job. Pessimism doesn’t achieve any of these benefits.

A fresh start deserves a positive mindset, doesn’t it?

2. Do the Basics

The first days of any job come with many initiation rituals.

Ask about the company dress code beforehand so you arrive dressed appropriately on the first day. Right off, you’ll be signing paperwork with Human Resources and meeting with the recruiter.

The Human Resources Department orients new employees to the company with special training. Take good notes during this time to remember important names and features of the business. This way, you’ll be able to focus on your job duties right away.

Even though many people are now working from home, showing up on time is still a must for video conferencing on platforms such as Zoom and Google Meet.

Take note that even video conferencing calls may have a dress code. Be sure to check your appearance beforehand to make sure you look polished and professional.

Be patient during this time. It will take several days to settle into your regular working routine. Particularly if you’re starting work remotely, you may experience initial technical glitches and delays. Be sure to check your computer and gadgets regularly for a smooth virtual initiation.

Be Confident

3. Be Confident

We may not realize it, but everything we do each day requires a degree of confidence. Even driving to work in 60 mile an hour traffic demonstrates a lot of confidence–both in ourselves and the others on the road.

Self-confidence is a belief that one can face whatever challenges life throws at us. Successfully facing the challenges of our new job requires tremendous self-confidence. Conversely, when self-doubt creeps in, work performance starts to dwindle.

Self-confidence impacts our relationships with employees. They see our optimism and belief in ourselves, and it makes them want to work collaboratively with us. The same goes for customers and clients. Our confidence convinces them we have value and something worthwhile to bring to the table.

Our professional reputations, ultimately, are impacted by our level of confidence. It puts others at ease and they like working with and being around us.

But that negative self-talk always has a tendency to creep in. The good news is, you don’t have to listen to it, because it isn’t true! According to David and Tom Kelly, authors of Creative Confidence: Unleashing the Creative Potential Within Us All, everyone has a spark of creativity and can come up with breakthrough ideas.

It’s really about simply discovering what you have and being confident enough to bring it to the table. As you’re breaking in at your new job, the key is to discover and hone your skills with confidence.

Practice Social Media Etiquette

4. Practice Social Media Etiquette

Social media plays such a central role in our daily lives that it really can make or break you. It’s part of every aspect of our lives. You may have even learned about your new job through social media.

Bearing this in mind, Northeastern University in Boston, Massachusetts, recommends learning the company’s social media policy. As an employee, everything you say and do on social media reflects back on the company. Gain a clear understanding of their policies, and even consider making your accounts private.

Develop a habit of thinking carefully before you share anything on social media. You don’t want to be the person who gets fired before starting the job due to irresponsible social media posts.

5. Immerse Yourself

On your first day, you want to be accepted by your colleagues and establish a good impression. In his book, Chapman recommends:

  • Admit you are nervous but demonstrate a sincere willingness to learn and adjust.
  • Don’t wait for others to be nice to you. Instead, extend your own hand of friendship.
  • Communicate an open, positive attitude through a smile and other gestures. When appropriate, enjoy a good laugh.

Apart from that, Forbes recommends taking your manager’s lead. “Whatever plans you have for your first day, follow your manager’s lead. S/he might budget the whole day for you to do paperwork and settle in, and s/he might not have any work assignments for you. Always offer to get started, but don’t push it because you don’t yet know enough about your manager or this workplace to second-guess anyone’s judgment. Just go along enthusiastically.”

From the first day on, make it an objective to build a solid relationship with your manager. Work on establishing an open, two-way communication with him or her. Ask questions and discuss any work-related issues or concerns at an appropriate place and time.

Time magazine suggests that you don’t have to overdo things and work overtime. The key is completing everything assigned and turning it in on time.

In addition, don’t forget to build a good relationship with your colleagues, as teamwork is crucial in every work culture.

Always Do Your Research

6. Always Do Your Research

Research played a central role in finding your new position. It brought you through a series of nerve-wracking interviews and landed you the job. But it doesn’t end there.

Chapman says every organization has its own special culture. This means that individuals who make up your new environment have their own customs, habits, and performance standards. To be fully accepted into their world, you will have to honor their ways of operating and adjust accordingly. You must become a part of the team to make a full contribution. If you isolate yourself, your contribution will be less than it should be.

Apart from what HR tells you, it is your job to gather correct information about the company’s customs, habits, and standards. Do this by exploring, observing, and familiarizing yourself with the new environment. Also, read the company literature that is available.

You can also be creative with your research; Red Lobster president Salli Setta suggests not eating lunch alone. According to her, lunch is a prime networking opportunity. You can make use of the lunch to ask, discuss, and share work-related things.

According to Milo and Thuy Sindell, the authors of Sink or Swim: New Job. New Boss. 12 Weeks To Get It Right, it is crucial to understand the rules because it ensures that you operate within the limits and boundaries of your new workplace. You don’t want to step on toes in your first weeks on the job. Crossing boundaries, albeit unknowingly, doesn’t leave a very good impression.

Listen to Learn

7. Listen to Learn

Listening is said to be the key to success in any working environment. In the first few days of your new job, you will receive special instructions, policies, and other critical work-related reminders.

Active listening allows you to acquire helpful information and understand a certain situation or person better. As a result, you are more aware of the work culture and can adapt quickly. Plus, it facilitates better communication and stronger interoffice relationships.

According to Glassdoor, active listening is an essential part of creating positive relationships at work. People tend to gravitate toward active listeners because they feel valued and respected when talking with them. Active listening allows you to get the most out of a conversation, versus zoning out when your colleague or employer shares.

In order to listen effectively, it’s important to face the speaker with engaged body language, and to make eye contact. Pay close attention to non-verbal cues, as their facial expressions and posture reveal a lot about what they’re really saying. Additionally, be sure to listen through the end of someone’s statement rather than interrupt.

Many of the same rules also apply in the virtual realm. However, in order to appear listening and engaged, be sure to look into the camera while speaking and listening during a conference call rather than at the screen.

If you work as a manager and with subordinates in your current role, active listening is essential, too. In fact, research suggests that a supervisor’s listening attitude and skill positively influence the working conditions and psychological stress reactions among subordinates.

Subordinates who worked under supervisors with strong listening skills reported that they felt more supported and experienced less stress than those who worked under supervisors with weaker listening skills.

This simply means that the more you listen, the higher the chance you have better, happier relationships with your colleagues.

8. Seek Out Ways to Help

Success in your new position in part entails settling in well with your colleagues.

In order to start out on the right foot, Harvard Business Review says it is good to proactively seek out ways to help your colleagues and bring an attitude of service to your job. This is the best way to boost your image, earn the respect of the people you work with, and develop leadership. Think ahead for new ways you can contribute to improving the company’s services and products.

Lending a helping hand among your colleagues gives the impression that you are a team player, doer, and eager to learn and grow.

This doesn’t mean taking on more than you can chew. As playing the role of the helping hand could be overwhelming in the long run, it is also essential to know when to turn down a request for help.

Seek Out Ways to Help

9. Do Your Job Well

Always do your job well, even if it is the simplest and the most uninteresting tasks like photocopying or organizing documents.

Wendy Stops, a director on the board of the Commonwealth Bank of Australia, says this is the most fundamental piece of career advice she gives.

She explains, “When you do your base job well, it gives you license to be a bit more creative in how you do the bigger things. It gives you permission to put your hand up for things that are outside of the scope of your day-to-day job, providing you with additional opportunities. If people trust you can do the small things, they are more likely to trust that you can do the big ones, too.”

Additionally, Kara Goldin, the founder and CEO of Hint Water, suggests embracing the opportunities of an entry level position. While working as an executive assistant at Time, Inc., she enthusiastically completed any and all duties her boss asked of her–including shredding paper! She demonstrated initiative by suggesting additional helpful tasks as well. Now, Goldin is a valued member of the team. And she’s no longer Head Paper Shredder!

“Dig your heels in, and make a name for yourself,” she shares.

Current General Motors CEO Marry Barra started out as a hood and fender inspector at the age of 18. Her work ethic and attention to detail allowed her to rise through the ranks, all the way to the top. You never know where honest hard work will get you!

Do Job Well

 

Summary

 

Starting out in a new job is no cinch. Here are some central areas to pay attention to when starting a new job:

  • Start with a positive mindset. What good does negative thinking bring? Stick with a positive attitude as it yields positive results.
  • Do the basics. Show up on time and check with HR for paperwork and onboarding logistics. Whether you are reporting at the office or attending a virtual conference, dress appropriately.
  • Be confident. Exuding a strong sense of self is one way to build credibility and put people at ease.
  • Practice social media etiquette. Learn the company’s social media do’s and don’ts, and exercise caution before sharing things online.
  • Immerse yourself. Extend your hand in friendship and communicate with an open, positive attitude with the people you are working with. Next, take your manager’s lead and don’t hesitate to ask questions.
  • Keep researching. Even after landing a job, you still have much to learn about company culture and etiquette. Absorb knowledge through company literature, observation, and colleagues.
  • Listen to learn. Active listening allows you to acquire critical information that helps you adapt quickly to the work culture. Plus, it makes your coworkers like you.
  • Seek out ways to help. Seizing opportunities to lend a helping hand gives the impression that you are a team player, doer, and eager to learn and grow.
    Do your job well. Attention to detail leads to bigger opportunities

We hope you enjoy reading these tips as much as we enjoy compiling them.

There really is a lot that goes into making a successful launch into a new career or position, but with a focused mindset, it is well within reach. Best wishes and much success in your new job!

KPI Stands For Key Performance Indicator – And This Is How It Measures Business Success!

KPI Stands For Key Performance Indicator

The cornerstone of any business is to fulfill its mission and bring to fruition the vision they’ve set out to achieve. KPIs – which stands for Key Performance Indicators – help to evaluate progress and turn productivity into profitability.

KPI is the latest office buzzword gaining increased momentum within different industries as an efficient and quantifiable way to stay on track and promote positive workplace change. In this blog post, we’ll take a deeper dive into the different types of KPIs, why they’re effective, and how KPIs can help develop a stronger team with a higher output. But first, let’s define a KPI and what it stands for.

What Does KPI Stand For?

KPI stands for Key Performance Indicator. It’s a measurable value that helps reveal:

1. If a company is meeting their core objectives
2. The effectiveness of the organization over time
3. If team performance is on track or needs to be improved

KPIs are normally used at varying levels of an organization in order to determine success at achieving particular goals. At the leadership level, KPIs can be implemented to help give a performance overview of the business as a whole, while lower-level KPIs can be used to assess each department, shape future processes, and refine internal goals.

KPIs can even be used as the basis for each employee’s performance review, allowing the manager to easily identify key areas of significant progress or what’s in need of further development.

Why Are KPIs Important

Why Are KPIs Important?

KPIs are essential in measuring success at each level of an organization. This allows leadership to be forward-thinking with their approach to future goals and helps inspire strategic decisions based on the results of the KPIs.

This method of quantifying performance also ensures that important milestones are being achieved, efforts within each department (or individual) are congruent to the company’s objectives, and patterns —whether positive or negative —are being identified.

In fact, KPIs have many impactful benefits:

  • KPIs can improve communication among the team. Since everyone has an understanding of the goal that is to be achieved, it’s easier to share knowledge and promote teamwork, which results in greater output.
  • KPIs make decisions easier. Because KPIs are quantifiable data points, it forces the team to focus on the facts and numbers. While you could argue that some information can be open to interpretation, it’s hard to dispute the data in front of you. This, in turn, allows the decision-making process to be faster and any adjustments can be made as necessary.
  • KPIs can simplify complex problems. For example, KPIs can take a complex issue, such as customer acquisition costs, and bring it down to a single number making this a much easier data point to digest. When choosing the right KPI for your needs, be careful that the most pertinent data is taken into account before moving forward with a specific type of KPI.
  • KPIs keep team members accountable. Whether at a departmental level or an individual level, key persons track their success and contributions. For example, a salesperson’s KPI might be how many sales they closed each month.
  • KPIs provide an objective view of your business’ performance. Assess how your organization is doing by tracking KPIs and watching how they are trending over time. When you know the data, adjustments can be made accordingly. Often that might mean offering additional guidance or trainings in areas where KPIs are not being met.

If a company is not meeting its quarterly or annual goals, the outcomes of KPIs are an essential way to create a plan that directly addresses the adjustments needed for continued improvement.

5 Examples of KPIs In Action

Let’s take a look at this in practice through the lens of five different industries:

Information Technology (IT) – An IT department should be able to effectively track and capture these scenarios to properly identify any actions that need to be taken to move toward success:

  • Total tickets
  • Total open tickets
  • Average resolution time
  • Server downtime

Social Media – In order to evaluate total engagement and conversions, those who work exclusively with social media platforms should be able to quantify the following data:

  • Number of followers/subscribers
  • Share/Retweet Rate
  • Interest/Like/Favorite Rate
  • Response Rate
  • Conversation Rate

 

Marketing

Marketing – Marketing professionals should be able to track their customer journey and conversions to confirm if they’re meeting their intended bottom-line:

  • New Customers
  • ROI
  • Cost per lead
  • Conversion rates
  • Total revenue

Human Resources (HR) – In order to gauge metrics, leverage existing data, and measure success with efforts such as recruitment, compensation, and management, HR professionals need to be able to have certain performance indicators on hand:

  • Employee satisfaction rates
  • Number of new employees
  • Turnover rates
  • Labor cost per FTE
  • Number of promotions

Project Management – Project Managers need to be able to keep tasks moving so that deadlines are met and that the team stays on the specified budget without losing any of the quality in output. It’s important for professionals in this field to identify these key performance indicators:

  • Percentage of milestones achieved on-time
  • Number of customer complaints
  • Actual hours spent on a project
  • Resource capacity
  • Percentage of completion

Each and every field has a number of unique performance indicators that can help them solve problems and create opportunities. However, KPIs are more than just identifying a pattern and installing a proposed solution. In order to generate beneficial change within the workplace, it’s important to understand how we can implement KPIs in a way that will actually be effective.

What Is An Effective KPI

What Is An Effective KPI?

Effective KPIs are specific, structured, and relevant. Much like the methods used to build a positive work environment, KPIs that inspire real transformation are a result of collaboration and valuable insights from individuals on a team, the managers, and leadership.

The more transparent we are in the creation of the KPI, the likelier a team will absorb the information, respond favorably to its implementation, and take purposeful steps to meet or exceed the objectives.

In order to begin the process of building the most effective KPI, we need to first take a step back and make sure that we’re clear on our goals. This means referring back to a framework specifically designed to assist with desired outcomes.

How Do SMART Goals Impact KPIs?

A company’s goals are related to KPIs, but they are not the same thing. A goal is an outcome we want to achieve. A KPI is used to measure if we’re on our way to completing that goal.

We must keep in mind that a KPI is a metric —a way for us to keep a pulse on the success of our business. Using the two concepts interchangeably can result in too much focus on our methods of measuring data versus actually achieving the end goal.

For example, a company is looking to grow by increasing its employee hiring rate while reducing turnover. They increase their ad spending, visibility, and marketing efforts, which in turn, results in more new hires. While they’ve increased their numbers (as measured by their KPI), they’re now experiencing issues with retention as the perceived, primary objective was to fill seats. In the end, they didn’t target the right talent who would ultimately align with the company’s mission.

In this particular case, we achieved the KPI of hiring more employees, but the goal of reducing turnover was not reached.

To position a KPI for success, we first need to define our goals as it relates to the vision we have for the business. Using SMART goals (originally created by George T. Duran) is a way to structure and develop goals or objectives effectively. When coming up with a goal, keep the SMART approach in mind:

  • Specific – Do you know the details about what you’re looking to accomplish?
  • Measurable – How will you measure your progress? What milestones need to be met in order for you to get closer to your objective or assess what processes are (or are not) working?
  • Attainable – Do you have the tools, skills, and resources needed to achieve this goal?
  • Relevant – Is the goal in line with larger objectives and an essential piece of what you need to accomplish right now?
  • Time-based – Did you set a reasonable and attainable end-date that motivates others to accomplish this goal within a particular time frame?

Having SMART goals and clear KPIs can fine-tune the strategies needed to move the business forward and in the right direction.

Types of KPIs

Types of KPIs

There are a variety of KPIs that you can implement, but this will mainly depend on the structure of your business and the data points you want to measure. It’s important to remember that while a large part of KPIs is about the numbers, there are insights that can be shown by obtaining qualitative information that defines specific experiences.

Understanding the different types of KPIs can help you make the best decisions in your business development.

1. Quantitative Indicators – This is the simplest form of a KPI and is typically presented as a number. A key example of this would be the number of people in an audience or service response time.

2. Qualitative Indicators – Instead of using numbers, you can deploy surveys, focus groups, or interviews to understand particular opinions, feelings, or perceptions of an experience that can shape the way you repurpose your processes.

3. Leading Indicators – This type of KPI looks ahead and predicts what may happen in the future based on certain trends.

4. Lagging Indicators – Conversely, a Lagging Indicator measures what has already happened to see what worked well and what needs to be improved. For example, analyzing labor costs for a business.

5. Input Indicators – This measures what resources are needed to achieve a goal. An example of this would be the necessary funding, staffing, or equipment needs.

6. Output Indicators – This indicator measures the success or failure of the business process. Basically, it’s the summary of the activity’s results.

7. Process Indicators – Put in place to measure the efficacy of a process, these types of indicators usually point to the areas that are in need of improvement within already existing procedures.

8. Directional Indicators – These specific types of indicators measure the internal trends within a company. Are metrics remaining the same, improving, or declining? This measurement can help you stand out in a competitive market.

9. Financial Indicators – Financial indicators reveal the stability of the business and its overall growth. Some examples of this would include ROI, debt, growth profit margin, or cash flow.

10. Actionable Indicators – This specific measurement uncovers how committed the business is to implement changes, how effective the changes have been overall, and if it was able to complete this within the specified time frame.

All these types of KPIs can be used to develop a robust strategy and improve existing processes within a company. In some cases, it may be wise to utilize a variety of KPIs in order to achieve maximum productivity and gain results in the most effective manner. Now let’s discuss how we can develop them within your own organization.

How to Develop KPIs

How to Develop KPIs

Developing KPIs for your team is a thorough process that needs buy-in from all the major stakeholders. But once you identify your objectives and how the appropriate KPI can help you achieve these outcomes, it eventually becomes a streamlined process that moves the company forward through positive and focused momentum.

1. Start with a strategy.

Leadership must be in tune with the company’s vision in order to develop a customized strategy for future success. Where do they see the company in three, five, or ten years? What milestones are they achieving both professionally and financially? Key members of the leadership team should be aligned with the vision and must be prepared to have high-level discussions about where the company has been, where it is currently, and where it needs to be.

2. Get clarity on the goals.

With the vision and the mission of the company at the forefront, it’s time to get crystal clear on the goals that need to be achieved. It isn’t just purely about financial objectives, however. You need to think about the organization as a whole and how every moving piece is an essential part of the big picture. According to Chron., here are some other examples of business objectives to consider as you put together your strategy:

  • Customer service
  • Employee retention
  • Operational efficacy
  • Business growth

Remember, your goals need to be specific, attainable, and realistic. Once you have the company’s goals in place, you can start devising ways to measure them.

Get clarity on the goals

3. Define your KPI.

For every goal that you and your team have identified, you will then want to define the KPI associated with that particular goal in order to monitor its prospective progress, success, or failures. To jump-start this creation process, address these questions:

  • What are you looking to achieve?
  • How does this outcome serve the mission of the company?
  • Do we have the resources to make this a reality?
  • Who will help monitor the progress and outcomes?
  • Who will help manage the goals if adjustments are needed?
  • Do we have the capacity to hold regular check-ins to ensure we commit to any necessary changes and hold us accountable?
  • Why is it important that we succeed with this goal? Is this aligned with our values?
  • Is this goal attainable?
  • Are we able to measure this in a way that gives us real results so we can inspire true transformation?
  • How will this set us apart from our competition?

These questions can act as your guide in creating an effective KPI. Another way to get valuable feedback is to make this a collaborative process. For example, let’s say the vision for the company is to create an expansive team of highly productive top talent. The goal is to increase the number of filled open positions with high performers from 30% to 50% by December 2022. The best supplemental insight you’ll receive is from the employees working directly in this space i.e., the recruitment team or Human Resources. They can reveal current practices, noticeable patterns, and propose ideas for improvement. But this is also an opportunity to make sure they’re aware of a potential metric they will be accountable for and remind them of the goals they’re working towards. With everyone on the same page, you can then arrive at the decision to create a quantitative KPI that measures your percentage of new hire retention.

4. Define success.

Now that you’re clear on your goals and the KPIs needed to measure them, you’ll also want to gain clarity on what success looks like for the company. Let’s go back to our previous example of growing an expansive team. What are the benefits of having a team of A-players? Why is having reduced turnover and higher retention rates so important to a company’s future? This is what success looks like: A team of A-players will consistently show up for the company by stepping into their abilities and becoming self-leaders and experts in their field. Retention saves time and money by not having to expend additional resources on recruitment efforts. A high retention rate means that your work culture is healthy, positive, and productive. You’re cultivating a reputation of being a company that invests in its people, which helps you produce consistently positive results. Every goal should have a version of success that sets them apart from the rest.

5. Develop a plan to check-in.

Along with your goals and KPIs, you’ll want to also establish targets and milestones so that you efficiently monitor progress. This review needs to happen on a regular basis to ensure the KPIs in place are effective and not just an additional check box that leadership or management needs to complete. According to the Hico Group, you can measure your KPI weekly, monthly, quarterly, or yearly based on the timeframe established for each goal. For example, recruitment-related KPIs will most likely need to be monitored on a quarterly basis. Or, if you want to see how employee satisfaction is at the company, you can use a yearly survey (qualitative KPI) to get a temperature check on the workforce. Evaluation check-ins are essential in keeping the goals at top of mind.

Develop a plan to check-in

6. Continue to refine.

With targets in place making room for critical periods of review, you can continue to refine and adjust your goals and KPIs. As the company evolves, this will become an ongoing process that encourages a team to remain flexible and solution-focused. For example, if you had a KPI in place intended to measure future outcomes (a leading indicator) such as an increase in employee satisfaction, this will involve a certain number of adjustments over a specific time frame as you continue to gauge the team’s productivity, engagement, and loyalty. If any changes are needed, make sure that the key players are involved and aware of the decision so that everyone remains aligned. It’s also important to understand that any negative patterns that arise from these measurements should not be taken as a sign of company failure, but as an opportunity for continued growth, collective development, and creative problem-solving.

In Conclusion

On paper, KPI stands for Key Performance Indicator, which can be easily thrown around in the office as just another form of evaluation. But it’s so much more than that. An effective KPI can measure the success of your business and makes sure that you’re on track to fully realize the vision you have for your company.

Establishing KPIs can align your team, making it easier to work towards common goals. With everyone on the same page, you can maximize your productivity. Whether you have established KPIs but are looking for ways to use them to their full potential, they’re a great way to measure results in your business!

How a Virtual Assistant From the Philippines Gives You the Lifestyle You Crave

Hiring Virtual Assistant Philippines

Working for yourself has a lot of allure. Setting your own schedule means you can start the day at 10 am without worrying about a punitive boss, or, on a whim, shut down the computer and hit the fairway for the afternoon.

Right? Well, for many, unfortunately, this isn’t exactly the case.

The to-do list of a small business owner or solopreneur is overwhelming. All the crucial components to any successful business fall on the shoulders of one or two people, including things like marketing, administration, bookkeeping, and website maintenance.

“At some point, no matter how well you’re doing, you hit a ceiling–‘I just can’t fulfill my potential because there is only one of me.’ That is soul-crushing for an entrepreneur. You are in this trap. You know what needs to be done, you just don’t have time to do it,” says Jen Lehner, Professor of Digital Marketing at Cleveland State University

In order to attain lifestyle freedom and not sit in front of a computer screen for ten to twelve hours a day, any small business owner needs to delegate work.

Hiring a virtual assistant to perform all the ancillary tasks of a business is a game changer. It enables the owner to focus his or her energy on the central aspect of the business. Sales and productivity flourish.

Where do you find this goose that lays the golden egg?

Although they don’t promise to wave any magic wands, virtual assistants from the Philippines have demonstrated time and time again to be the heart and hand that businesses need, at a cost owners can manage.

Let’s get into why a business would seek a virtual assistant from the Philippines, how to go about finding one, what tasks they perform, the role of an agency, and how to make a virtual assistant an integral part of your team.

Philippines

Why Hire a Virtual Assistant From the Philippines?

At first blush, it may seem odd to hire someone living thousands of miles away to do personal work in your business. How can you trust them to perform to your standards? Shouldn’t someone be physically present in the office to develop that kind of know-how?

Additionally, Filipino virtual assistants earn as little as $4 an hour. That sounds like exploitation!

Business Coach Taylor Victoria speaks to these uncertainties:

“I’ve been working with VAs from the Philippines for a very long time now…we absolutely love them. Their quality of English is amazing, the quality of work is outstanding, I can’t fault them really. And they are the kindest human beings. They have such big hearts and are beautiful people.”

Filipino culture values education, and the VAs come with a skill set they are eager to expand. They have been known, in fact, to exceed the expectations of their employers. English is widely understood in the Philippines. All of the universities are taught in English, meaning many Filipinos speak, write, listen and communicate fluently in English.

The economies between the Philippines and, say, the United States are completely different. A monthly rent of $1,500 in the US might cost only $300 in the Philippines.

An hourly rate, then, of four or five dollars goes much further in the Philippines. It really provides someone with a living wage.

For a small business owner, hiring a Filipino VA makes practical sense, as paying a comparable $25 an hour to a US employee would break the bank for many businesses.

How to Select an Effective Virtual Assistant

How to Select an Effective Virtual Assistant

A VA offers the potential to provide real solutions to a business that’s chronically disorganized, has a flailing marketing plan, and whose books are always off.

However, it’s not as simple as hiring a VA, placing them into a hot mess, and expecting him or her to spin straw into gold.

Recruitment is a critical part of the process, and it’s hard work.

A systematic approach to hiring an effective VA entails developing the job role by looking closely at your business tasks, then vetting and selecting a suitable candidate.

1. Defining the Position

It’s necessary to spend careful time defining the VA’s responsibilities before looking for someone to hire.

Jaime Jay, founder of Bottleneck Distant Assistants explains how to generate the position duties:

“Write down every single thing you do in a given day. Spend some time on this. Write down every task and assign it two values: the first value is: ‘Does this particular task give me energy? Or does it not?’ The second is, ‘Ok, is this something I HAVE to do, or is this something I can delegate?’ Once you come up with this list, take all of the items that do not give you energy, and that you can delegate. Now, guess what? You have a job role.”

Additionally, include a “wish list” in your job description. Brainstorm anything you wish you were doing in your business if you had the time, such as FaceBook ads, Google Analytics, and a newsletter.

Systemize the Tasks

Once you have the duties of the VA clearly defined, it’s important to ensure these tasks are performed per your expectations.

Using video and text, carefully document every step of these tasks, including processes for things like “how to create spreadsheets” and “how to post a blog to WordPress.”

A detailed task list ensures that the process is replicated just as you like. Additionally, communicate all the characteristics of your brand, by writing out things like brand expectations, fonts, and colors.

Finding the Right Virtual Assistant

2. Finding the Right Virtual Assistant

With a well-defined role and clear tasks and systems, you’re in a position to find the right person!

Here are some steps to narrow the pool efficiently and find someone to fit the bill.

Vetting for Quality Candidates

In the initial search stage, narrow the pool by finding virtual assistants who match the skill set your position requires, and who demonstrate proficiency in other significant areas as well.

An English test is critical, as a VA needs to read, write, speak and hear English fluently. It’s also a good idea to test for soft skills like teamwork, time management and creative thinking with a personality test.

Having candidates complete a simple task, such as generating an automatic gmail response or making a spreadsheet per a list of instructions, gives you an idea of their level of attention to detail.

And of course, it makes a lot of sense for candidates to create a sample of something in their job role, such as designing an image or writing a social media post.

Virtual Assistant Recruiter Fiona Kesby outlines the criteria she looks for in the vetting process:

“I’ve come up with a really simple formula to get the recruitment piece right. There’s three things to first of all look at: the resume–make sure that person is not a job hopper. The second is testing for English comprehension. You need someone who can read, understand, and be able to ask. That increases the speed of training. And the third is attention to detail. Test on attention to detail. Because they are doing work on your behalf, and you are expecting a high quality of work.”

Interviewing and Hiring

After you’ve vetted a few candidates who check all the boxes, it’s time to conduct interviews.

Candidates need not have all of the skills required in the job role. Training an employee and allowing them to develop their skill set gives them pride and ownership, which generates loyalty.

Maximizing the Probationary Period

It’s a good idea to hire a VA for a probationary period of about sixty days. Having several assignments already set up for this trial period is a way to assess how the candidate fits into the new role.

There are a lot of kinks to work out in the initial stages, and systems that need to be communicated to the VA. Having systems in place before the VA comes on board makes the training process smoother.

Virtual Assistant Profiles

What Does an Agency Provide?

As you can see, finding the right virtual assistant is really a lot of work. An agency does some of this heavy lifting for you.

Some services an agency generally provides include the following:

  • They perform background checks on candidates.
  • They interview and vet candidates for specific skills.
  • The agency trains and supports the VA in tasks they are unsure about. This helps smooth out kinks during the probationary period.
  • They’ll pair you with a second VA if the first one isn’t working out, at no additional cost.

Here is what John Marzan, CEO of VA Flix says of VAs and agencies:

“I work hard with my clients and build a good relationship with them….we are not robots, we are real people working in the company. We are not just really professional here, we also are going to make you feel that you are part of our culture, our family, our friends…there is nothing to worry about.”

How to Pick an Agency?

With so many VA agencies out there, it’s important to research several to see what each offers and specializes in. Be sure to determine if you’re looking for a project-base or long-term hire.

Some popular agencies include Replace Myself, VA Flix, Online Jobs-ph, Bottleneck Distance Assistants and Outsource Monkey.

What a Virtual Assistant Should and Shouldn’t Do

Can you delegate any task to a virtual assistant? Well, the breadth of skills that virtual assistants cover is so broad, the answer is almost entirely “Yes.”

Here are some guidelines on what you shouldn’t and shouldn’t hire a virtual assistant to do in your business.

1. Tasks for a Virtual Assistant

A VA helps with marketing, including telemarketing, social media, FaceBook ads, and Google Analytics.

Additionally, VAs cover administrative tasks, including managing meetings, scheduling the calendar for a team, checking email, and personal assistance.

Bookkeeping tasks, including setting up spreadsheets and Quickbooks are also skills you can hire out.

Communication and technology tasks, including developing newsletters, managing Mail Chimp, editing podcasts, and WordPress management services, are all doable by a VA.

And this is by no means an exhaustive list. As you can see, there’s a whole lot a VA can take off of your to-do list!

2. Tasks to Keep In-House or Local

Social media expert Jennifer Allwood discourages hiring someone to write personal social media content.

If your brand, for example, includes sharing details about your family or personal life, be sure to do all of this yourself. As your voice is uniquely your own, it sticks out like a sore thumb when you hire out this kind of work, and you lose brand authenticity.

Unless your VA has spent a lot of time studying or living in the United States, copywriting is something you’re better off hiring local, as foreigners aren’t fluent in slang or local lingo.

And of course, any task that requires your unique expertise is something a VA could not easily replicate.

How to Keep Your Virtual Assistant for Life

How to Keep Your Virtual Assistant for Life

A committed VA is a powerful part of your business and your team. How do you get them to stay on board ?

Here are a few ways to provide your VA with incentives and keep them loyal.

1. Hire Part or Full-Time

Hire a VA for a minimum of 20 hours a week. This is a good block of time, and allows the VA to earn substantial income. Guarantee this pay, even if you don’t have the work.

2. Pay a Living Wage

As with so many things in life, you get what you pay for. Jennifer Lehner recommends paying no less than $4 an hour initially, then increasing with small raises.

3. Give them a Slice

When you launch a new promotion, encourage the VA to get on board by providing them a bonus, say of $100 if 20 people sign on, or 5% of the proceeds.

4. Hand Out Perks

Send the VA treats and rewards such as flowers, cakes, and gifts for the new baby. Recognizing Filipino culture and holidays provides a way to connect to your VA as well.

As with any employee, VAs are real people with real lives. They just happen to live thousands of miles and several time zones away.

When Are You Going to Level Up?

Hiring a virtual assistant allows you to focus exclusively on the parts of your business you do well. –And get everything else done besides!

Although it takes some diligent work creating the job role of the VA, it’s well worth it. It’s freeing to have these tasks off your shoulders, and it enables you to pursue the lifestyle you really want.

So what are you waiting for? Hire a virtual assistant from the Philippines and bring your life and business closer to your dreams!

6 Super Effective Team Goal Setting Activities That Actually Work

Team Goal Setting Activities

You may have tried team goal setting activities before…but not following through with them and seeing them to completion.

It’s like driving somewhere new while following your GPS, only to have a passenger telling you to go another way because it’s ‘faster’ and they’ve gone there before. When you take their lead and abandon your trusty GPS, it ends up taking longer to get to your destination – or worse, you get lost.

In these situations we can simply turn our navigation back on and find our way again, reaching our destination with only a minor hiccup. However, in business it can be more costly.

When it comes to company’s and the teams within, veering off the set path can become detrimental to the entire project, and there’s often no quick way to redirect when you realize the mistake. This not only sets you back but also affects your team’s progress as a whole.

Why Is Team Goal Setting Important?

Team goals are the road map that leads the project to success. The pathway is created intentionally, optimized for higher rates of success, and often aimed for the most efficient route. When you deviate from that plan or aren’t provided concrete directions, the end goal can fall out of sight pretty quickly.

In fact, in a Harvard survey, they found that 30% of managers labelled failure to coordinate as the single greatest challenge they face when executing the company’s strategy.

Team goal setting is also a great way to encourage members to develop new working habits. By working closely with other members, they will be exposed to alternative skillsets, creating an atmosphere that not only achieves the goal but also builds stronger employees for future projects.

Benefits Of Team Goal Setting

Benefits Of Team Goal Setting

Stronger employees aren’t the only benefit of team goal setting. Building a cohesive set of team goals can have a range of benefits affecting the entire workplace as a whole.

Some of these benefits include:

  • A well-defined goal that supports the values of the company, providing the team with a collective understanding of the final product.
  • Clearly defined roles and responsibilities, allowing members to work to their strengths and focus on their individual expectations.
  • Natural occurrence of teamwork and team success while each member is driven by a common goal.
  • Higher levels of effort, especially as the project gets closer to its completion date.
  • The means to measure success throughout the project lifetime, allowing for teams to regroup and redesign their action plan as needed.
  • Higher rates of project completion supported by a solid foundation of expectations created by the team as a whole.

How To Begin Setting Team Goals

When you first begin working with your team to set specific goals, there are a few aspects to keep in mind.

Start Small

Many projects are made up of a series of smaller objectives that are aligned in a way to build upon one another to achieve the final goal. Work with your team to identify the smaller steps needed within your action plan, and incorporate them as milestones to both keep your team on track, and measure success over the lifetime of the project.

Write it down

The act of physically writing down goals has been proven to increase their rate of success, and can also help members align themselves with the objective, serving as a great motivator.

Make it measurable

When working towards any goal, it is essential to implement a way to measure the success of the team at various stages of the project. One of the best ways to do this is to assign specific milestones throughout the project at regular intervals. If you’re finding your team is not meeting the milestones assigned, evaluate why and readjust your plan accordingly.

Team Goal Setting Activities

6 Team Goal Setting Activities

There are a number of ways to achieve success through team goal setting. The one you choose to implement in your team will vary depending on the goal you are working towards and the approach your team will find the most success with.

1. Set SMART Goals

Start by having each individual in the group complete a SMART project goal and objective outline. Come together as a team to complete these outlines, allowing each one to be perfectly aligned with the rest of the team members, ensuring a well-rounded action plan.

Your outline should include:

  • The Project Name
  • The date of creation
  • The end goal
  • The number of milestones necessary for success, each broken down using the SMART process (see below)

The SMART process is as follows:

Specific: Be very clear on what the objective is. What is your role? Why is it important to the team? How does it help you achieve the objective?

Measurable: The metrics you and the team have decided to use to measure your success. This could include the percentage of work completed, number of projects completed, quality of final products, etc. This will change depending on the goal and must be understood by each member of the team.

Achievable: What skills and tools are needed to meet this objective? Do you have them or have access to them? Consider this while designing your team and ensure your team’s individual proficiencies align with the necessary expertise required to successfully achieve the goal.

Relevant: Does this objective fit with the overall end goal? How?

Time-Bound: What is the final deadline for this objective to be completed?

Plan For Project Barriers

2. Plan For Project Barriers

For this activity, you’ll be looking at the goal from a broader perspective that focuses on planning your approach to potential barriers and planning success around them.

  • First, discuss and agree on the goal with your team.
  • Then, create an action plan that clearly labels each member’s roles and responsibilities in a way that is tailored to the unique talents they bring to the team.
  • Next, create a list of any tools and resources you may need, including which ones you currently have access to.
  • Then, list out each benefit of achieving the goal. Brainstorm why the goal is important to achieve, and how it supports the company values. This could be as simple as: “we want to raise our sales 15% this quarter to increase company profits and boost stakeholder value.”
  • Finally, plan for any barriers that may arise during the project life cycle. What makes this goal difficult to achieve? For each barrier, create a clear action plan for overcoming it. For example: “if our sales team is struggling to close sales with new customers, we will implement a sales seminar to support their growth.”

3. Make Goals Challenging But Achievable

Research completed by Edward Locke, a leader in goal setting, discovered specific goals that were not overly challenging, while still managing to push individuals, led to higher performance over 90% of the time.

When you create an action plan for your team to achieve the desired goal, it is beneficial to encourage growth within the team by forming objectives that will be challenging in ways that still allow them to still be achieved if the plan is followed.

Allowing for goals to naturally progress in the difficulty of their achievement will naturally strengthen the team while providing them with the reward of meeting the goal successfully each time.

4. Define Company Goals

For employees to achieve success within their company and align themselves and future projects with company values, these goals must be defined accurately and clearly.

This is more than a mission statement that has been developed over time. These goals are the foundation on which each employee will base their professional goals, and will serve as the guiding force for all company projects. For teams to thrive and find continued success, they must have a clear understanding of the goals of the company.

Implementing a space where these company-wide goals can be shared and accessed, is a great way to help your employees find success with each project they complete. For some companies, this can take the form of goals being shared through company handbooks and training, or company practices that insist on a clear explanation of how a new project relates to the company goals as a whole. For others (often smaller companies) it could be something like having a visual representation of these goals throughout the workplace.

Emotional Connections To Team Goals

5. Build Emotional Connections To Team Goals

Emotional connections have been shown to create higher productivity and success levels throughout the workplace. When an employee is emotionally aligned with the company, they begin viewing the success of the company as their own and will treat it with a higher level of respect and work harder to make an impact within it.

When you build a team that identifies with the end goal, you’re creating an atmosphere where each member is committed to the project on a level that goes deeper than a paycheck. They will aim higher and achieve greater rates of success than teams that lack an attachment to the project or company.

6. Consider Similar Goals When Establishing A Team

This pairs with the importance of emotional connection to team goals. Ensuring a team holds similar goals, will help members work more cohesively, while also developing a shared interest in professional development, benefitting both individual projects and group projects in the future.

When your team is made up of people who understand one another and are working towards similar goals, there is a natural connection that forms and can aid in all parties learning from one another and helping each other find higher rates of success.

Make These Goal Setting Activities Even More Powerful!

While these team goal-setting activities can have an impressive impact on your team on their own, there are a few ways you can enhance them to drive performance up even higher, and find greater success throughout the workplace as a whole.

Implement incentives for success

Everyone loves rewards, and when you add them into the workplace, you can add a secondary level of encouragement for your teams to work hard and meet their goals effectively and efficiently!

You can create a “team of the month” and pair it with a dinner on the company, or have a big reward at the end of the year for the highest performing team. These incentives are great for rewarding the hard work of your teams, while also giving them something extra to work for.

Praise

This concept may seem simple (and it is!) but it can be incredibly effective to simply recognize and praise your team’s hard work. When people feel valued, they have a higher level of pride in their work and will often aim to achieve harder goals.

Consider individuals apart from the team as a whole

By evaluating the team not only as one unit but also breaking it down into each individual that makes it up, you’ll be able to assess each member’s strengths and weaknesses, allowing for a more intuitive pairing of teams for future projects.

At some time or another, we’ve all experienced being in a team and having one or two members that don’t pull their weight, leaving extra work piling up on the other members. When you break a team down into individuals, you can catch this behavior and correct it. You can adjust accordingly and hold each member accountable for their share of the work, and offer greater recognition for those who deserve it, increasing employee morale and validating their hard work.

Assessing individuals of the team also allows you to redesign your plan for individuals that need support in other areas, allowing for natural learning opportunities and success to be had by all.

Team Goals

Conclusion

In conclusion, when both company and project goals are defined thoroughly and team members have been given the opportunity to go through the process of forming a clear direction of approach, higher rates of success will develop. By providing your team with the tools and resources needed to meet goals and working alongside them to create an individualized action plan, each member will feel involved, heard, and develop a closer connection with the project, prompting them to meet challenges and exceed expectations.

The Ultimate Guide to Virtual Meetings

Virtual Meeting Etiquette

Online meetings have become a part of the way we live. And while all of the standard protocol for meetings (agenda, minutes, follow up) remains the same, this transition from in-person to virtual has introduced a whole new playbook.

What is the protocol of this new realm?

In both our personal and professional lives, most of us have attended more than a few virtual meetings at this point. Collectively, through the tried-and-true method of hands-on experience, some definite parameters to virtual meeting etiquette have emerged.

From preparing, to conducting yourself during the meeting, to hosting, to avoiding major gaffes, here is the definitive guide to virtual online meetings.

How to Prepare for an Online Meeting

From weak microphones, to muted audio, to major technological glitches, to your cat jumping across your desk, an online meeting poses a whole new set of challenges and distractions.

Even more than meetings in real life, it’s important to over-prepare for a virtual meeting. Because even when you think you’ve dotted all your i’s and crossed all your t’s, Fed-ex will ring the doorbell with a delivery, just as you’re unveiling a new project.

Here are some boxes to check before you even put on your headphones.

Master the Online Meeying Platform

Master the Platform

Although there was an initial grace period where it was permissible to start a meeting ten minutes late because of technical glitches, at this point a virtual meeting is expected to be run like a real-life meeting: it starts on time, and sticks to the agenda.

In order to ensure you’re ready, become proficient on the communication platform your meeting is using. Watch an online tutorial for Zoom, Google Hangouts, Microsoft Teams, or whatever other platform you’re using. Pay attention to crucial details like muting and viewing options.

Test for Sound

Good audio is crucial for an online meeting. If there’s no sound, there’s no meeting.

Be sure to run through audio with a friend to identify if your speaker has an echo, and if you’re able to be heard.

A headset (connected to the computer with a wire or bluetooth) is a good accessory to invest in as it cuts out the external noises in your room.

Some computers aren’t equipped with the greatest microphones. In order for people to hear you, consider purchasing a separate microphone from the one on your computer. This allows you to be heard if you want to interject during a discussion.

Prepare All Documents

Digging through files or logging onto an account mid-meeting adds unnecessary confusion and delay, so have any documents you plan to share at the meeting open and ready on your desktop.

Eliminate the need to walk away from the computer mid-meeting by having everything you need ready at hand, including pens, paper, notes, and coffee or tea.

Prepare the Room

It’s distracting for everyone if your spouse or children interrupt your meeting. Let the people in your household know that a meeting is in process, perhaps by putting a sign on the door.

Once you have all systems ready, you’re set to tap “Start Meeting”. And off you go!

Making a Good Impression in Online Meeting

Making a Good Impression

The virtual meeting has brought greater scrutiny to certain parts of our appearance…and less to others. And who would have thought that the walls in your home reflect a lot about you? Well, in a virtual meeting they certainly do!

The following are important things to keep in mind when considering how we’re showing up to a virtual meeting.

Dress the Part

An online meeting creates an odd dynamic where we’re in our casual home setting and professional meeting environment at the same time.

Even though you may have just gotten out of the shower, or come in from playing with your kids, don’t look it. Treat the virtual meeting like you would a meeting in real life.

Know the dress code of the group you are working with. Wearing appropriate clothing gets us into work mode, and we bring the right mindset to the meeting.

In a virtual meeting, people mostly see your face—so put your best face forward! Take the time to style your hair, wash your face, and put on make-up.

Although we’re more inclined to lounge in our homes, be sure to find a study chair; an erect demeanor communicates you’re present and at attention.

Light Up Your Face

Make sure your face is well-lit for the meeting.

A dimly-lit room creates shadows. If attendees don’t have a clear impression of you, they won’t be able to read your non-verbal gestures and it makes it harder for you to engage.

A video conference light that attaches to your computer screen, is affordable and ensures that your face is well-lit and visible throughout the meeting.

Or, sitting near a window gives your face a natural glow. If the meeting takes place in the evening, you can recreate the same effect by placing a lamp just behind the computer screen. A second light behind you is helpful as well.

Minimize Multitasking

Even though we’re used to doing ten things at once when we’re in front of the computer, for most meetings this doesn’t fly. The other attendees can tell when our attention is diverted and it comes across like we’re uninterested.

The only multitasking that should take place at a formal meeting is note-taking.

However, gauge the tone of the meeting you’re in. At a super-casual business meeting, or a chat with friends, it might be ok to be on your phone and, say, cooking at the same time.

Curate Your Background

What you choose to show in your background says a lot about you. Things like funky posters, dirty dishes, or toys strewn across the floor distract other attendees.

Before the meeting, check your camera to see what’s showing up behind you. Is it what you’d like to reflect? Generally, a clean, neutral background is best.

If your house is a mess and cleanup just isn’t going to happen, go with one of the virtual backgrounds available on the communication platform.

As you can see, just like real life, we still need to give attention to our personal presentation at virtual meetings. There’s just a few nuances to the standard protocol.

Masterful Communication

Masterful Communication

Virtual meetings add a new dynamic to communication. Although many of the age-old guidelines of making eye contact and paying attention still apply, the virtual realm tweaks them just a little bit.

Look into the Camera!

This is so non-intuitive. We’re accustomed to looking into a person’s eyes when speaking to them. Looking into a person’s face in a virtual meeting, however, appears to them like we’re looking at their chest.

Look into the camera as you speak, as this feels far more natural and direct to the other attendees. To them, it appears you’re looking them in the eye.

Position the Camera

The angle of the camera, and its proximity to us, really affects how we look. Too close, we look like a talking head. Angled the wrong way, and we’re either talking up or down to everyone else.
In order to look directly at the meeting attendees, adjust the camera so it’s level to your eyes. Also, keep it distanced so that the camera captures your chest and shoulders, rather than just your head and neck. This gives you a more real, human appearance.

Use Non-Verbal Communication

Even in a virtual meeting, 93% of communication is still non-verbal. People look at our faces to see our reactions, emotions, and whether or not we’re interested or paying attention.

Non-Verbal Communication

 

Using hand and body movement as we speak, and nodding or giving thumbs up to others allows us to communicate effectively without words.

Eliminate Background Noise

Everyone at the meeting hears the noises coming from our end of the microphone. Even typing on our computers, especially if we have long nails, sounds loud and clacking.

Generally, always mute your microphone if you are not speaking. This prevents the microphone from picking up any noise coming from your space.

If you’re in a lively back and forth with some other attendees, it’s ok to keep the microphone on, but be sure that it doesn’t create an echo.

Is Stepping Away ok?

We all probably want to step away from a meeting from time to time–to make coffee, for a bio break, or if our kids are speaking to us.

This is appropriate, but out of respect for the other people contributing to the meeting, do it seldomly and try to be brief. Before stepping away, turn off the camera and mute the microphone.

To keep the host in the loop, send him or her a private chat if you’ll be gone for more than a few minutes.

Using Chat Boxes

Chat boxes provide another way to communicate amongst meeting attendees. Through chat, you can communicate via written message to individual members, or the entire group.

Messaging the entire group is a good idea when you have a question but don’t want to interrupt the flow of the meeting. Messaging individuals is a great way to congratulate them on achievements.

Following these virtual meeting etiquette guidelines of engagement makes you present to others at the meeting, and allows you to communicate as though you were with them in the room.

Hosting Hospitably

Hosting Hospitably

As with any meeting, the host sets the tone for the meeting, presents the agenda, and directs the conversation throughout.

Follow these simple guidelines, and you’ll virtually be the host with most!

Assessing Time Zones

When scheduling your meeting, consider the time zones of everyone in attendance. You can use a time zone converter tool to make sure it’s scheduled at a reasonable time for everyone.

Platform Proficiency

Although this is discussed earlier, it bears repeating as it’s crucial for the host to be proficient on the platform.

To prevent a rocky start, the host needs to be sure everyone at the meeting has received the invite, and the proper link to the meeting, and that everyone knows how to log on.

Organizing emails in contacts before the meeting allows you to know you’re getting the right information to the right people.

Assign a Chat Room Host

If you’re hosting a meeting with twenty or more people, consider assigning one person to monitor the chat room. This way, questions and concerns are addressed and you’re still able to put full attention into conducting the meeting.

Make Introductions

Unlike in-person meetings, attendees don’t have the opportunity for hallway chat, or to sit down and introduce themselves before the meeting. As the host, a quick round-table introduction at the onset helps to break the ice and create warmth and familiarity amongst attendees.

Wrangling Sound Issues

Good audio is critical to running a meeting smoothly, so it’s important to identify and resolve sound issues quickly.

A microphone with a loud echo affects everyone’s ability to participate. Using the communication platform, identify which microphones are on in order to quickly identify potential culprits.

Ending the Meeting

As the host, being present throughout sets a cohesive tone. If possible, wait until everyone else has left before you exit the meeting. Assign someone else to host and provide direction if you’re leaving early.

In order that people have access to important information discussed, send a meeting recording to all attendees as soon as it is processed.

Virtual meetings require a few new things to learn and pay attention to. But the function is still the same, so once you master these skills, you’re golden!

Avoiding Gaffes

Avoiding Gaffes

Although we may not realize it, certain behaviors in online meetings come across as somewhat embarrassing, or just downright rude.

Here are some faux pas in the rule book of virtual meeting etiquette.

Mute all Notifications

Our computer and phones ding at us all day long.

These, too, pose a distraction, so be sure to silence your cell phones, turn off computer notifications, and shut down chat windows before the meeting commences.

No Private Behavior

Since we’re sitting by ourselves at a virtual meeting, it’s easy to engage in behavior that we’d intuitively refrain from at an in-person meeting. However, we’re still very much in a public setting, so things like picking our eyes and scratching under our arms is inappropriate.

Private behaviors such as kissing a spouse is also something to avoid.

Avoid Lurking

Although it’s ok to turn off your microphone and video for a minute or so, doing this long-term creates the appearance of someone present but not participating.

This practice, known as lurking, creates stale energy at a meeting, and communicates lack of interest and involvement.

Dressing From the Waist Up

It’s tempting to put on a nice shirt over a pair of sweatpants and call ourselves dressed appropriately. Our cover is busted, however, if we have to quickly get up to check the thermostat, or attend to our dog during the meeting.

To avoid this embarrassing scenario, it’s best to just suit up from head to toe.

Conclusion

The virtual meeting is more commonplace than it ever has been. And it’s probably not going away anytime soon.

For this reason, it’s important to appreciate the nuances a virtual meeting brings to the way we communicate and present ourselves. Once we understand the virtual meeting etiquette, and how to interact in meetings, they’ll become second nature.

The good thing is, as much as things change, they also stay the same. A virtual meeting is no exception. As with in person meetings, it’s still a forum for constructive discussion in order to come to decisions and solutions about a topic or problem.

And thanks to technology, we’re able to have these discussions from the comfort of our own home!

Welcome Aboard! How to Set Up New Employees For Success.

Employee Onboarding

Picture this – you show up for your first day at a brand new job to find a locked door and no one waiting to meet you. You weren’t given any instructions and aren’t sure who to call. You can feel what was once excitement quickly turn to nerves.

Surely situations like these, which are surprisingly common, can be avoided?

Yes, they can – and should!

With a bit of preparation and information, you can give your new employee the great experience that they deserve. Still, there’s more to setting them up for success than simply greeting them at the door.

Success from Day 1: How to Onboard Like a Pro

Have you ever been chucked into the deep end in a new workplace? If so, you’d know how tough it is. It’s difficult to be a good performer when trying to learn the ropes as well.

Organizational socialization is the journey where new employees become accustomed to the culture of a new workplace. How the existing workforce guides them through the process has significant, long-term impacts on their performance and the business. So we want to make sure that we get it right, helping them become well-adjusted to be the best team member they can be.

Better newcomer adjustment correlates to employee satisfaction, commitment to work, turnover rates, and performance. To stay ahead of the game, organizations need to understand and manage the process of newcomer socialization. If an employee is promptly and thoroughly socialized, there is more likely to be higher retention, accelerated return on investment, and an overall more effective employee.

Successful onboarding doesn’t happen in one day. It’s a continuous process that usually occurs in four stages:

Successful onboarding

Phase 1: Pre-onboarding

Pre-onboarding begins once your candidate accepts your offer until their first day at work. This time presents an excellent opportunity to make your new hire feel good about what lies ahead. Help employees fill out the necessary paperwork and check in regularly to see if they need anything to make the transition smooth.

Social media giant Twitter is a fan of making the pre-onboarding phase memorable. Before they start, a new hire can look forward to their email address, a T-shirt, and a bottle of wine waiting for them.

Phase 2: Welcoming new hires

Here is where you begin to help your new hires acclimate to their new workplace. You’ll give them a clear picture of the organization, the culture, what they can expect from their role, and how things work.

Preparation is key

In an ideal world, new employees would come on board with plenty of time for handover and training. Unfortunately, this can’t always happen. And when there’s a gap, it tends to make the workload heavier for everyone else.

While you want your employee to work the magic you hired them for ASAP, you can’t just throw them in the deep end and hope for the best. Even in difficult circumstances, you’ve got to take the time to set them up for success. And it all starts with a little preparation that will be worth it in the long run!

Here are some things that you can do to help prepare:

1. Onboarding package

Onboarding packages help your new employee feel welcomed and valued. While you might have a generic onboarding package that you’ve used for years, it may be time to revisit this. An onboarding package should include information that a new hire needs and details about the company that help them connect to its story and mission.

Here are some things that an onboarding package should include:

  • Keys, fob, and a lanyard.
  • Information sheet. It can include logins, corporate memberships, an office map with team names, and a directory.
  • An agenda for their first day or week of work.
  • Information about the organization’s mission, vision, structure, culture, and story. If you have an employee rewards or perks system, here is a great place to include details about it.
  • A personal welcome message from the CEO or other directors of the company.
  • Recommendations and tips. For example, you could include different Chrome extensions or websites that they’ll find helpful in their role.

Onboarding period

2. Schedule it in

Making an employee’s onboarding experience awesome will be critical to their long-term success at work. So make sure that you’ve thought about how you’re going to make it valuable and fun.

Every hour of the onboarding period doesn’t need to be filled with activities, but it’s nice to have them scattered throughout to help them adjust. At LinkedIn, new employees are given a hiring plan that outlines their onboarding over a 90 day period. It helps them transition into the company and achieve success in their new role.

Check out these 5 ways you can make your new team member feel welcome:

1. Give them some swag

Fill a bag with branded swag to help your employee feel even more excited about joining the team. It can include stickers, key chains, a tote bag, a clothing item, your product, or something related to your industry.

At Digital Ocean they provide new hires with a balloon on their desk so other employees can find them, a handwritten welcome note, a bottle of champagne, and some Digital Ocean branded items. Popping a bottle after your first day of work? Yes, please.

2. Schedule coffee dates

Booking coffee dates with different employees helps your new team member network. While it’s important they get to know the members of their department, it’s also helpful to know people from all over the organization.

You could also try setting up a mentorship program to foster more intimate relationships. At Buffer, the onboarding program is six weeks long. New hires are assigned three “Buddies” who each play a different role – a Leader Buddy, Role Buddy, and a Culture Buddy.

3. Have a photoshoot

If it’s custom for employees to have their photo taken in front of your company logo or sign, make sure you include your new hire in this tradition. It’s nice for them to have a matching LinkedIn photo to the rest of the team.

New Employee Welcome

4. Send out a welcome email

Welcome them by sending out a company-wide email. An email gets everyone on the same page that there is a new hire and to get excited. You could even take a leaf from ticketing tech giant Eventbrite’s book and put up new hire profiles around the office so that everyone can quickly learn the names and faces of new hires.

5. Set up their workspace

Make sure that their computer, desk, and tools are all set up and ready to go. Go above and beyond by asking before their first day if there’s anything they special they need or want.

Phase 3: Role-specific training

The training phase is critical and impacts how well your employees will thrive. Make it detailed, meaningful, without being overwhelming. Quora is one example of a company that drives hires to make meaningful contributions by teaching them the principles for success. Each new hire is assigned a mentor, given detailed documents on the key concepts and tools they need, and steered towards organizational socialization.

Easing the transition to their new role

Phase 4: Easing the transition to their new role

Here is where your new hire transitions into a well-versed employee. Keep checking in to ensure that your employee is happy, performing well, and set up for ongoing success. Ask for feedback on their onboarding experience to gain insight on what you can do better in future onboardings.

One of the main contributors to employee satisfaction, motivation, and success is knowing where they’re going and what steps they need to advance their careers. Set up a career guide that tells employees the competencies and training needed to move up in various departments.

At S.C Johnson & Son, this has proven successful. By making the promotion process clear, they’ve found that employees are more empowered and proactive in their career development.

Conclusion

Remember, people who are genuinely welcomed to their organization feel respected, both personally and professionally. The benefits of a positive and welcoming first day include trust in management, commitment to the organization, and a more motivated job performance.

There’s a reason why top organizations are investing in onboarding. Providing new hires with a great onboarding process is the first step in building a productive and thriving workforce.

How to Plan a Productive One-on-One Meeting Agenda

One On One Meeting Agenda

Meetings that don’t have a proper agenda can be a big waste of time. People forget things and valuable company time is wasted when you’re trying to recall what you wanted to talk about.

A meeting agenda removes all the pressure of trying to think of something on the spot. What’s even better is that a 1:1 meeting agenda brings everyone up to speed.

If you called an employee into a 1:1 they didn’t know about they wouldn’t have anything prepared. Unprepared meetings tend to waffle on and provide little to no value for the people in them.

Increase the effectiveness of your meetings by reading this article. We take a deep dive into how to create a productive one-on-one meeting agenda. Effective agendas benefit managers, staff, and the company’s bottom line.

1:1 Meeting Agendas

The Importance of 1:1 Meeting Agendas

Before we dive into what an excellent 1:1 meeting agenda looks like you need to know why they’re important. You probably have your own way of doing things but if you’re looking at this article you must be wondering if your meeting plan is as effective as it could be.

Good meetings should help to keep business and personal goals aligned. Remember, your staff isn’t here because they just want to make the business money. One-to-one meetings are a great way to make sure everyone is working towards common goals.

Employees who have regular 1:1 meetings with their manager are 3x more likely to be engaged with their work. The feedback and guidance that comes out of these meetings help employees to advanced their careers. They feel seen and good meetings can help create company loyalty.

There are reports of reduced turnover when businesses implement one-on-one meetings. It’s said that people leave managers. They don’t leave companies. And meetings can help to develop a deeper bond between a manager and their subordinates.

It’s an opportunity to continually train your people. This makes your team more productive and increases their knowledge base to support each other. Regular meetings mean ample opportunity to discuss roadblocks, new ideas, and anything bothering the staff. It can lead to a significant uptick in productivity.

A shared agenda plan

The best change you can make to your one-on-one meetings is to create a shared space to discuss the agenda. Create a space on the collaborative software your team use or have a paper copy that can be shared between the manager and their report. It should be something that’s easily accessed and editable.

If both parties can be fully prepared for the meeting they will be far more effective. Don’t withhold any topics from your staff to try to catch them off guard. Someone unaware of something is going to be unprepared.

You might think that your staff should be prepared for everything but this is highly impractical and completely unfair.

Meetings that have a clear agenda tend to be more productive. Without one, it can be easy to lose track or get distracted. A well-defined 1:1 meeting agenda will keep a meeting flowing and avoid running over the scheduled end time.

When setting the agenda ahead of time be upfront about difficult conversations. A one-to-one meeting is a great place to discuss employee performance and provide feedback. Encourage employees to add areas of concern to the agenda as well.

Allow your staff to prepare for difficult conversations because if they haven’t had time to prepare it can lead to missed information. If their recent performance has raised concerns there could be legitimate reasons behind it.

New agenda items should be added as and when they become relevant. A courtesy would be to nudge the other party to make sure they’ve seen the updated agenda in your shared workspace.

What to discuss in meeting

What should you discuss in your meeting?

The right structure is necessary to keep meetings productive and make sure staff can return to work at the agreed-upon time. Below is a list of great topics to help you create a one-on-one meeting agenda that benefits everyone.

Discuss the week: At the top of the meeting, discuss the events of the previous or current week, depending on when you have the meeting.

Hindrances: Ask your employee if there have been any roadblocks they’ve encountered with their duties. If yes, check what can be done to remove them.

Successes: Have there been any wins your report has been a part of? Take the time to praise them and discuss what has gone well.

Concerns: This is the best situation to raise any concerns you may have. Allow employees the opportunity to offer explanations and work together to grow from issues.

Goals: Talk about business goals and your employee’s personal goals. Try to show how these align and discuss growth opportunities.

Work Responsibilities

Responsibilities: Leading on from growth opportunities, you can discuss their current responsibilities. Do they have enough bandwidth to carry them out? Are they ready to take on more?

Action plan: Work together to create an action plan of items they can work on for review in upcoming meetings. It could be undertaking new learning or completing a complex task.

Next meeting agenda: Wrap up the meeting by discussing the agenda of the next meeting. Were any items missed this week? Are there upcoming milestones your report should prepare for?

Tips for your one-on-one meeting agendas

1. Meeting schedule

Don’t let meetings overrun unless absolutely necessary. A good one-to-one meeting should last 30 or 60 minutes depending on how much there is to discuss. Avoid getting distracted and stick to the agenda.

Of course, there will occasionally be unforeseen circumstances beyond your control. Push things to the next meeting if possible, as that can avoid things dragging on.

Meeting schedule

2. Informal chat

Make time for an informal chat at the beginning of the meeting. This helps to nurture a more personal relationship with your staff. People have a life outside of the office and it’s human nature to appreciate when someone takes an interest.

3. Constructive criticism

Avoid making conversations personal, especially if you have to provide criticism. Make sure the conversation is rooted firmly in their work and not about them as a person. All criticism should be constructive and provide value. What lessons should be learned from the discussions?

4. Negative feedback and feedforward

Nobody likes to hear negative feedback as it can feel like they’re being attacked. Instead, consider framing things as negative feedforward. Feedforward focuses on future behaviors, on things that should be avoided or changed. It can be more effective than negative feedback because it’s less about their character and is less personal.

5. Take Notes

Throughout the meeting, you should be taking notes of what your report says. It’s useful to refer back to when preparing for the next meeting. Share your notes with your employee using your collaborative workspace or give them a hard copy. This will help to keep them accountable and they will be able to use it when preparing for the next meeting too.

Conclusion

How often you hold a meeting depends on the needs of the business and the workloads of your employees. Weekly or fortnightly meetings will have the biggest benefit on productivity without becoming cumbersome. Employees and managers who are in sync will have a more productive relationship that benefits the whole business.

1:1 meeting agendas should be collaborative. Create a space where your employee can look at and add to the agenda when necessary. This space should be kept confidential as it won’t be relevant to the wider team. Get the most out of your meetings with a clear and actionable one-to-one meeting agenda.

Who Else Wants to Create an Effective Meeting Agenda?

Effective Meeting Agenda
@teamly
For additional information on this topic, feel free to check out this Youtube video from our channel.

Now, onto the main content...

We have all been to those unproductive, time-suck meetings where the most important thing isn’t even covered. Or meetings that are irrelevant for half the people in attendance.

Time spent at a meeting certainly isn’t free. Consider a thirty minute meeting with twenty people–that’s ten hours of work.

If the meeting is useless, it’s money down the drain.

An effective meeting agenda ensures you achieve the objective of the meeting and the company works closer toward its goals.

Whether you’re planning the quarterly team meeting with all hands on deck, a weekly status update, or something in-between, here are some pointers to bear in mind when creating an agenda and mapping out meetings.

State the Objective

“If you cannot succinctly state what the objective of the meeting is, you should not have it. The rest of the meeting is useless unless you have clarity around the objective,” says time management expert Helen Seguara.

Keep it Simple

The purpose can be written in one sentence, or even a phrase. Rather than simply naming the topic, a results-driven meeting includes metrics or solutions sought. A meeting about “Culture of Entitlement” won’t get at the heart of the issue. “3 Causes of Culture of Entitlement in the Workplace” gives the topic enough focus to generate constructive discussion.

In order to clarify the “why” for the meeting, it’s helpful to ask “what is the risk if I don’t have this meeting?” For example, if the purpose is to “Map out next year’s budget”, the risk is that the company is not authorized to spend if decisions are not reached at the meeting.

Is a Meeting Necessary?

Also ask if the “why” necessitates discussion. A meeting provides a forum for constructive discussion in order to come to decisions and solutions about a topic or problem.

If the “why” is simply the dissemination of information (e.g., letting everyone know about a new product or software) then it could possibly be accomplished another way. Sending an email and making sure everyone responds is one way to ensure the information is digested and understood.

Narrow the Focus

We have so much going on in our workplaces and issues to address. However, ideally, a meeting has one central objective. A laundry list of items to cover creates lethargy, and poses scenarios where some of those present aren’t relevant to the topics discussed.

Meeting Agenda

First Things First

A meeting isn’t a time to save the best for last, or start with something small in order to warm people up. We’re most alert at the beginning of a meeting, so schedule the most important items first.

Ranking Priority

It can be tricky sometimes to determine which item is the most important. One way is to simply ask: what do I most want to get done at this meeting?

It’s easy to think that urgent topics are the most important. However, as meetings are primarily about discussion, they can sometimes slow an urgent issue down! Rather, focus on what adds value to the team and furthers company goals for prioritizing agenda items.

Rank all other items in order of decreasing importance.

If you have several items on the agenda, business advisor Kristin Arnold suggests labeling them by importance, as you may not get to everything. “A” means something that must be accomplished at the meeting, “B” are things that should be accomplished, and “C” are things that are important, but not critical at the moment.

Clarify Topic and Desired Result

Clarify Topic and Desired Result

Be specific about the agenda items, stating both the topic and the expected outcome. A meeting to discuss “Podcast” may create a meandering, unfocused discussion. However, “Podcast Schedule” or “Podcast Interview Topics” lets everyone know where to take the conversation.

Adjust if Necessary

An agenda is a roadmap that serves to achieve the objective of the meeting. If the agenda starts to hinder the objective, it’s ok to adjust and let the meeting take a slightly different course.

For example, if the discussion around the central topic takes more time than planned, let things flow. Resolving critical issues when everyone is present is more important than getting to every item on the agenda. For that reason, it’s critical to schedule the most important items first.

Cover the Basics

An effective meeting agenda makes everything crystal clear. Always include the when, the where, and the who.

Questions

When

“The longer the meeting, the less is accomplished.” Tim Cook

To value everyone’s time, keep meetings as short as possible. An efficient meeting moves right along and doesn’t allow for tangents or for people to drone on unnecessarily.

When planning, evaluate everything that needs to be discussed to determine the length of the meeting. If there is too much going on, it’s possibly a sign that the agenda needs to be divided into two meetings.

Indicate the amount of time allotted to each agenda item.

Consistently starting meetings on time gets employees into the habit of being punctual.

Where

An agenda always states where the meeting is held, even if that seems obvious. It eliminates confusion for new employees, or if the workplace has several meeting rooms. People showing up in the wrong place creates totally unnecessary delay.

Who

Indicate on the agenda who needs to be in attendance, and why. And indicate the role anyone will play at the meeting—who will present each agenda topic, for example.

For the sake of efficiency, it’s important to allow employees unrelated to the topic to skip out of the meeting and get to work. One way to do this is to have a short staff meeting, then right afterwards a manager’s meeting: this way, important topics are discussed, and with the right people.

Do Your Homework

If a meeting starts without critical metrics or someone arrives not knowing they will to present, it probably won’t be a powerful meeting.

For the meeting to be effective, everyone who is expected to attend needs to see the agenda ahead of time.

Employees expected to present or to bring data need time to prepare beforehand.

Before a meeting, ask yourself “What does success look like?” and think through each step of the meeting. This provides clarity around your objective and ensures you have dotted the i’s and crossed the t’s before entering the meeting room.

Call Out a Job Well Done

A meeting is a ripe opportunity to build cohesion and camaraderie within your base.

In the same way that musicians perform better to audiences than when alone, employees who feel their work is acknowledged by a supportive group of peers are more inclined to do their best work.

This is a widely-studied phenomenon called social facilitation.

Always take time at the beginning of a meeting to call out individuals and teams for work well done with applause or even prizes. Consistent recognition for excellence cultivates a positive environment where productivity flourishes.

Call Out a Job Well Done

Beep Beep! Parking Lots

If you’ve run an effective, well-planned meeting, that means you’ve stuck to the agenda topics. However, attendees may have a pressing issue they want to discuss that’s not on the agenda.

Scheduling “parking lots” into your meeting provides a window to air off-topic concerns or suggestions.

Conclusion

A focused, well-planned agenda creates effective meetings that are a constructive use of everyone’s time.

Even with careful attention to detail, a meeting never goes exactly as planned. Afterwards, it’s good to listen for feedback and reflect on what worked and what didn’t, in order to identify areas to improve.

Because chances are, you’ll be heading up another meeting before long!