Going remote doesn’t have to be painful
Many companies put off a true transition to remote work out of anxiety that it will slow down operations. With proper planning, though, the process can go smoothly. Here is a list of the stages you should take in transitioning your team to remote work.
- Plan and assess.
Determine your timeline, team, budget, and data requirements. Survey your team to understand their needs and help build consensus. Decide whether 100% remote or some combination of local and remote work is best for your team.
- Choose your IT partner.
Choose an IT partner to help with your transition, connect you with the right tools, establish data management protocols, and assist with any technical issues. If your in-house IT staff will be managing or implementing the transition, take time to include them in early discussions so they are fully invested in the success of the project.
- Create guidelines.
Create guidelines for your team, including roles, responsibilities, and rules on data security. Establish HR protocols, including guidelines for onboarding and offboarding remote team members. Set working hours and be sure to consider any time zone differences.
- Choose your services.
Choose the right systems and software for your team, including tools for work collaboration, file sharing, communications, virtual meetings, data management, and more.
- Migrate and centralize.
Move your data to the cloud so it can be accessed from any location. Create a system for storing and backing up data. Manage permissions to control who can access files.
- Train your team and convey expectations.
Train your team on the tools they’ll need for success. Clarity at this stage will improve trust and prevent misunderstandings. Don’t forget company culture! Communicate your company values and keep up the team’s enthusiasm with regular informal meetups (online or in-person), Slack channels, and more. Keeping things casual can keep people engaged.
- Test, Test, Test.
Run trials and test your new systems. After proving the integrity of your news ways of working, try transitioning one department at a time, or only for a few days per week in the beginning.
- Complete the transition and reap the rewards.