How To Transition Your Team to Remote Working Efficiently

How To Transition Your Team to Remote Working Efficiently

Tom Parker
By Tom Parker

In only a couple of months, COVID-19 has had a massive impact on the way we live and work. Many businesses have started asking their staff to work from home in a bid to reduce their contribution to the spread of the Coronavirus. For some, this transition to remote working might be a natural one, but for others it is a daunting task, especially given the time pressure.  At this time of uncertainty, many questions weigh on the minds of both employers and employees alike. Questions like ‘what does working remotely mean?’ and ‘is working remotely a good idea?’  As a digital marketing agency, many of our team members work remotely in our normal business operation and now the rest of our staff are working from home also. We’ve made the switch and so we understand the challenges - technical and personal - that come with transitioning to remote work. Whether you’re a business owner or employee, we’d love to share our knowledge with you so you can make your transition to remote work as smooth and successful as possible. Working remotely means you don’t clock in at a physical office, you don’t make the commute home: you work wherever you have a sturdy internet connection. Even before COVID-19, remote working was actually becoming more popular than ever. The business world is increasingly moving towards doing things online and more businesses are investing in things like quality digital marketing and online operating systems.  Whether you’re trying to figure out how to work remotely as a web developer, accountant, insurance agent or customer service officer, there are increasingly more types of jobs that allow working remotely. Some jobs will transition easier than others, but with the right tools and company culture, it’s incredible how remote working can actually benefit businesses. Now for some pragmatic and practical solutions that you can use to get started with the transition to remote work in your own business. The first section is for employers, the second for employees.


Remote Working For Employers Some companies have experience with remote working, but others might be diving into it for the first time. When you’re not given much time to make the transition, it’s important that you know the core aspects of how to work remotely. Here is our (tried and true) advice for how to manage employees who work remotely:

1. Set up online platforms for your teams

Without a physical office space, your teams will need online platforms to work in and collaborate with each other. The type of tools that will be most effective for your teams will depend on your specific needs. At Dilate we use Asana for project management, Google Drive for file sharing and Foxy Proxy to connect and use Dilate's dedicated IP address, just name a few. Whatever tools you decide to use, the key thing is to pick a core set and make sure your employees are comfortable navigating them. Too many tools will overwhelm your teams and may even reduce productivity. Also, try not to get multiple tools that achieve the same purpose. Instead, streamline the tools you use to make the transition smoother and more accessible for everyone. The good news? More and more businesses are turning to online tools which means there are a whole range of top-quality ones out there making transitioning easier than ever. Although you might be implementing these changes to get through the next few uncertain months, you might find that some of these online tools benefit your business in the long run.

2. Choose simple and accessible communication tools

We all know that clear communication within your team members is essential for getting stuff done. So once you’ve set up online spaces for your teams to work in, you’ll need to choose some tools so they can talk with each other.  At Dilate, we use Slack, but other popular communication tools include Discourse and Mattermost. Whatever you choose, follow the same principles outlined in point #1. That means streamlining your tool selection to keep things accessible and simple.  Then think about creating 3 levels of communication within your chosen tool: 

  • Team - This is where the members of a team can talk directly with each other. On this level, this is how work gets done. At Dilate, we create channels within Slack for each team (e.g. #dilatewebcontent).
  • Group - This is where your departments and all the relevant teams can chat with each other. You might use this to discuss innovation or new ideas. For example, at Dilate we have marketing channels for SEO, Web Development, and Google Ads.
  • Company - The widest group which should include every member of the company for communication across all staff. This is particularly useful for communicating company-wide news and updates (but we’ll talk more about this in #4).

Consider also creating channels which are purely social and can help build relationships between team members. Afterall, remote work means no more watercooler moments. You can help facilitate the social bonding of your team members by providing online spaces for them to connect. When you have meetings, using video calls can help make your teams feel more connected. While the majority of your company communications might be through direct messaging, video calls have the benefit of body language and facial expression. It can feel much more personal, and provide that face-to-face contact that many team members might be craving. Two solid tools for video calls that we use at Dilate are Skype and Google Hangout. 

3. Provide training

Transitioning to remote working is going to be a first for a lot of your employees. You’ll probably be introducing them to a number of new tools and expecting them to restructure the way they work. While some of your staff might be excited by the idea of working from home, it could cause a lot of anxiety for others.  Don’t leave your team hanging during the transition. Make them feel supported by providing orientation and training. Start with a remote webinar and accompanying handbook that covers the key topics in this article such as: 

  • Introducing the new tools and how to use them effectively.
  • How to make the most of the communication channels.
  • How to set up a conducive work space at home (and how to create expectations with family members).
  • How to create a schedule and stick with it.
  • How to get help if needed.

Consider starting a ‘help’ channel where your employees can feel safe to ask their questions about remote working. This will be good for general and technical help, but you should also make sure your staff know where to go if they are facing more private and personal issues.

4. Stay in touch with your employees

One of the big challenges of remote working is making your employees feel like they’re still in the loop. Employees that feel disconnected and out of touch have a difficult time staying motivated and positive. So it’s important to make sure all your employees are kept informed about company news. Think: updates, announcements and changes, as well as celebrating the wins when you hit company goals and recognising teams and projects that are doing well. This in particular is more important than ever.  There are many ways to keep your staff informed such as an internal company blog, regular staff webinars and updates via the company-wide channel on your communication tool. Encourage others to respond to the news and updates, and open up the space for different teams to share their own news.

5. Be prepared for an adjustment period

Let’s back up for a sec and just acknowledge that transitioning to remote working isn’t easy, especially under the external pressure of something like COVID-19. Everyone is going to respond differently, and as an employer, you should be prepared for some bumps in the road. Accepting this is an important step. From there, you can put in place strategies for better navigating the adjustment period.  When figuring out how to get through these tough times, keep these key principles in mind: 

  • Company culture should be intentional. It’s crucial to take time to think about how you want your employees to feel, and how you want your teams to work together. If you have clear company culture objectives, you’re more likely to put the right measures in place to achieve them.
  • Communication is more important than ever. It’s a good idea to have more regular meetings at first so that your employees feel understood and supported as they adjust to the new way of working.
  • When employees have a voice, they feel empowered. Provide safe spaces for them to provide feedback and express their opinions about how to improve remote work culture.


Remote Working For Employees So you’ve been asked to work from home. If this is completely new to you, it might be a bit overwhelming or even down right stressful. How do you avoid distractions? How do you manage family expectations? How do you work remotely without losing motivation? We get it. Working remotely might be right up some people’s alley, but it’s a massive hurdle for others. Wherever you fall on the spectrum, the key is to know yourself and be intentional about creating an environment that sets you up for success. It will take some adjusting, but the good news is that once you establish a good relationship with it, remote working can help you feel in-control and empowered. These are our core tips for helping you navigate how to work remotely from home:

1. Set up a conducive work space

Although it might be tempting to start out by working on the couch or at the kitchen table, setting up a dedicated working space is a smart psychological strategy. A separate space just for working can help signal you into the right mindset. Similarly, at the end of the work day, it’ll make it easier to switch off if your work and ‘play’ areas are separated. Ideally, you should set up your work area in a room where you can shut the door to signal to others in your home that you are working. If it’s not possible to have a separate room, make sure you communicate with the other people in your home that you shouldn’t be disturbed when you’re at your desk.  Set yourself up right by having: 

  • A computer
  • High-speed, reliable internet
  • A desk dedicated to your work things
  • A comfortable chair that encourages good posture

2. Create a schedule

Developing a routine (and sticking to it!) is crucial when you’re figuring out how to work remotely successfully. Not only does it mean you’re available when your team needs you, it’ll also make it easier to switch off outside of work hours. Some remote workers can be tempted to be available 24/7, but to avoid burnout it’s important that you switch off notifications outside of the agreed work schedule.  The good thing is that working from home often means there’s a bit more flexibility than the typical 9-5pm with your schedule. Chat with your manager to develop a work schedule that works for you. Just as you have a work schedule, you should develop a work-day routine for yourself. For example, getting up at the same time, having a shower, eating breakfast and sitting down at your work desk by 9am (or whenever your schedule starts). Don’t forget to schedule break times to recharge! Some people are better at sticking to routine than others, but try your best not to break yours because it will give you a more predictable and manageable work day. 

3. Develop strategies for coping with distractions

Some days we’re on our A-game, other days we might find that staying focused is an uphill battle. Our advice: don’t beat yourself up. We all have off days. Instead, get to know yourself well, and learn how to predict and manage your dips in energy, productivity and motivation.  There are two key types of strategies you can develop: 

  • Offensive Strategies - These are about taking active steps to protect your physical and mental well-being. Factors such as poor sleep, diet, hormonal cycles and emotional stress can all have an impact on our ability to work. There’s no cheat way to a healthy body and mind, so make sure you prioritise these.
  • Defensive Strategies - These strategies are about helping you manage distractions. When we’re feeling low on energy or unmotivated we’re more susceptible to distractions and may need to help ourselves out by shutting down Facebook, placing our phones in another room or switching email notifications off for an hour.

Everyone’s different, so pay attention to your patterns and what works for you. For example, some people find that a short nap in the early afternoon does wonders. Others swear by coffee or listening to music while they work. It may take some time to develop these strategies, so be patient with yourself.

4. Stay socially connected

In the last point, we mentioned how your mental health should be a priority, and social connection is a key component of that. When you work in an office, social interaction comes naturally as you grab lunch with your workmates or have a chat before meetings. When you’re working from home, you suddenly don’t have these interactions and it can make more of an impact than you might realise. Remote-workers need to be proactive and intentional about maintaining social relationships. Seriously, make time for it. Schedule catch ups with your co-workers and find time to chat about things other than work.

5. Communicate with your leadership

Hopefully you’re in a company that doesn’t just care about the work you produce, but also about your health and happiness. These two things are actually more linked than many people realise: the best results come from happy, healthy workers. When you’re in an office, your leadership might be able to read when someone has something on their mind. But at home? They haven’t got the visual clues. That’s why you should try and be intentionally transparent with your manager.  If you’re having trouble transitioning to new tools or feeling stressed about the new systems, seek help. We appreciate this will not be easy for some of you, so use your judgement to share what you’re comfortable sharing. If speaking to a manager is too tough, try approaching an HR member. Despite the discomfort, you’ll feel more empowered to work remotely if you can express how things are going for you. Hopefully your feedback will be received well and used to improve systems for everyone.

Final Thoughts

Final Thoughts Typically the transition to remote working takes months and sometimes even years. So what happens in times like these when external factors mean you have to move fast? It’s hard for everyone, but go easy on yourself.  Employers - instead of worrying about getting everything perfect, start with the recommendations we’ve given in this article. They’ll set you up for a good remote working environment quickly. And while you’re trying to iron out the issues? Get your staff involved. They’ll probably have some really great insights about how to shape a better environment for everyone.  If you’re not aware of resources and support available to small businesses at this time, we’ve compiled a list for you here. Employees - look after yourself as you wrap your head around this new normal. Set yourself up for success by getting into a good rhythm and don’t forget to make time for your physical and mental well-being.  Everyone - stay healthy, stay safe and good luck.

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