7 Reasons to Outsource Your Information Technology (IT)

Outsource Your IT

Making the decision to outsource your IT department largely depends on a few key factors: the size of your organization, the specializations (if applicable) you’re known for, and unique business needs. While some businesses benefit greatly from having an in-house team, easily accessible for both on-site maintenance and essential remote tasks, there are benefits to outsourcing technical support to a third-party service provider if resources at the company are already limited or stretched too thin.

In order for the organization to focus on its objectives and fully realize the vision for its business, outsourcing certain business operations can help make this happen and alleviate the core team of extra duties outside the scope of their original job functions. In addition, outsourcing other areas of the business can greatly save on the cost of overhead. When examining what areas of your business should be outsourced, it’s important to keep in mind that there are various reasons to consider before moving forward. Let’s discuss why you should outsource your IT department and the associated benefits when you have another reliable layer of support to help you achieve success.

Benefits of Outsourcing IT Support

Benefits of Outsourcing IT Support

The IT department is an essential component of any business. Along with a variety of strong soft skills, IT professionals are often trained in highly specialized areas such as cybersecurity or networking, making them invaluable assets in the workplace. With narrowed and focused specialities, IT professionals can concentrate on the growing trends within their industry and expand their considerable skill sets. Put simply, IT can be the glue that holds the business together and keeps up with the competition.

According to Capital Counselor, by the end of 2021, the overall value of outsourced IT services will surpass $413.72 billion. Middle-sized tech companies were largely responsible for the surge in IT outsourcing growth in 2020. Despite the rippling effects of the pandemic and the lasting impact COVID-19 has had on the workforce, tech businesses have been able to increase their IT budgets and expand their capabilities, becoming one of the largest outsourced services in the market. By 2026, it is anticipated that the global IT market will be worth $425.19 billion. India, the world’s leading country in the IT market, is predicted to reach a CAGR (Compound Annual Growth Rate) of 7.25% by the end of 2025, reaching the equivalent of $121,335.149.20. However, organizations have numerous options when considering outsourcing their IT department globally. Many other eastern European countries, such as Romania, have competitive talent, technology, and resources that compete directly with the tech giant. Businesses can also consider outsourcing to Asian countries, such as the Philippines, for their IT needs. As English is one of the country’s official languages and their familiarity with partnering with the United States, communication and collaboration between the two teams will be a smoother process.

Within the last 3 years, there are a few notable trends taking place within the IT industry:

  • Quality over quantity– In order for a business to achieve its objectives and deliver quality products or services, hiring managers are looking for the right professionals to get the job done efficiently and within their designated budget. To save on time, money, and resources, the focus has shifted to being value-driven, rather than paying just for the hours. The third-party service provider is able to focus on delivering the final product, one in line with the expectations of the business in a consistent manner. This does a couple of essential things for both the third party and the organization:
    • Maintains the health and performance of the organization
    • Drives effective decision-making
    • Stays on top of the latest trends
    • Improves data quality
    • Inspires full engagement from both teams
    • Increases sustainability of the organization
    • Focusing on quality, rather than quantity, helps keep the business innovative and relevant. Focus on security
  • Focus on security – One of the greatest concerns among companies is the security of sensitive and confidential information. While outsourcing has proven to be a cost-effective business decision, it does come with some risk as with all potential partnerships regardless of location. Approximately 70% of companies are not prepared for cyberattacks when they occur, signifying a much broader issue: there may be a shortage of talent and expertise in this particular space (Source: inVerita). As this remains a critical issue, companies are consistently on the hunt for security specialists, who are not only cost-effective but experts in their field for reliable monitoring of assets. Outsourcing this particular service has proved successful for many companies looking to practice more diligence when it comes to internal data.
  • Enhanced collaboration and strategic partnership – When a business first turns to outsourcing as a means of support, it’s usually common for simple projects or smaller tasks to be assigned. This tendency allowed the business to get a sense of how the third party worked and if they could deliver the expected quality as promised. Or, the business decides to outsource to multiple enterprises for different needs. It’s a smart way to begin your outsourcing journey. However, the trend, especially in the field of IT, favors strategic partnership with one provider for a variety of needs and larger projects. Developing this collaboration between teams eliminates the risk of dealing with multiple third parties that could potentially have vastly different ways of working. This also gives the business a chance to act as a true partner, ensuring that the whole team is aligned with the vision.
  • Flexibility– The trend for increased adaptability and flexibility has become a significant factor in the IT industry, especially in the COVID-19 pandemic. The ability to adapt to different technologies and novel innovations, while also shifting and building skill sets to keep up with these new arrivals are paramount skills to ensure success in the workplace. The care in which an outsourced service provider is seamlessly integrated with the core team and the preference for a healthy and positive work environment has also shifted within the IT industry. And lastly, the flexibility the team has to either scale up during the busier peak seasons, or quickly slow down, is another crucial aspect for team structure; this just so happens to be one of the top benefits of outsourcing, allowing the business much-needed flexibility during times of change, uncertainty, or restructure.

Now that you understand the growing impact of IT and the relevant trends within the industry, let’s talk about why you should outsource your IT department.

Why You Should Outsource Your IT Department

Why You Should Outsource Your IT Department

Depending on what your business needs are and the level of skill and expertise needed in order to establish smooth operations and stay ahead of the industry competition, there are a few reasons why you should outsource your IT:

  1. Keeps the core team focused – One of the main reasons why businesses choose to outsource any essential operations is to alleviate the main team and keep them focused on their objectives. Oftentimes, managers observe that the team can get easily pulled into tasks beyond their job functions, which ultimately slows them down, increases the level of stress, and can result in poor outcomes. This can be especially true of employees who have more technical skills than others and are called to assist with IT matters more than their actual assigned duties. Outsourcing your IT department can help avoid this risk and keep your team moving steadily forward, meeting goals and developing professionally.
  2. Increases productivity – When the team has focus and clarity about their path in the business, this keeps them happy and productive, achieving levels of motivation that result in powerful benefits. Not only are they able to concentrate on delivering outstanding work, but they’ll feel valued and supported as another team has been brought on to aid with the process. Outsourcing your IT can help increase the productivity in the business, making sure that everyone has the resources they need to be able to thrive and carry out day-to-day operations without being pulled into different areas of the work. Another true benefit of outsourcing your IT is the access to tools and resources that may not be available to an in-house team. These tools can help employees perform remote work, utilize business VPNs, or streamline data in ways that can greatly increase productivity for everyone involved in the workplace.
  3. Saves and controls IT costs – Outsourcing your IT department means controlling and saving on crucial costs. You won’t need to worry about the cost of training, space, or equipment as the third-party service provider should have what they need to complete their tasks. Additionally, you will be able to pay for work completed and not be locked into a long-term engagement. And lastly, the cost of fringe is greatly reduced as you can bypass the formalities of hiring an employee, which also includes the cost of job board posting and competitive pay packages. By choosing to outsource game development, companies can leverage specialized skills and innovative technologies from around the globe, further enhancing their competitive edge.
  4. Remain proactive versus reactive – In-house IT teams are often more reactive to issues that arise throughout the workweek rather than proactive. While this certainly depends on the nature and size of the business, it makes sense because the IT team is always on-call, ready, and available to help their colleagues troubleshoot an issue over the phone or virtually. If they’re housed on-site, individuals can go to a location to fix the problem and provide consultation. This can take a large portion of the workday, decreasing the chances or dedicating more time to expansive, forward-thinking projects. When you outsource your IT, you have a third-party service provider that can monitor your assets around the clock, identifying issues before they evolve into large complications, and working on new ways of creating processes in tune with your specific needs. This can also prevent downtime, maximize productivity, and decrease the loss of revenue. Expands talent pool with varying levels of expertise
  5. Expands talent pool with varying levels of expertise – Outsourcing your IT can also open the range of talent that can contribute to the growth of your business. You can consider multiple enterprises either domestically or globally within highly specialized fields. Not only is the option more cost-effective, but you’ll have the opportunity to work with experienced professionals that have the potential to bring new, out-of-the-box, and creative ideas to the table. You won’t just be limited to local candidates. This exchange of information between teams often results in innovative solutions that boost the reputation of the business and the third-party service provider.
  6. When IT needs are not regular for a small organization – If your business is small, outsourcing your IT may be one of the best options for you. The nature of IT workflow comes in waves. Some days, the demand for services will drain on time, and others not so much. In essence, it may not make sense to have an in-house team and there may not always be a steady flow of work for the IT team, creating a challenging retention problem. When you outsource your IT, you can develop reliability in an enterprise that can support the business when it needs it.
  7. Stays ahead of the competition – Outsourcing your IT allows the business to stay ahead of its competitors by staying on top of growing trends within the industry and using new ideas to the benefit of the company. As we mentioned, the in-house team may be busy devoting most of their time to issues as they arise. With an outsourced IT team, they have the flexibility to not only complete their projects but stay on top of developments that can affect your business.

In Conclusion

Outsourcing your IT department can help you achieve success in the workplace. Whether you’re a small business or a large entity, having specialized expertise that can not only support your daily operations but improve processes for more relevant efficiencies, can deliver results that get you one step closer to your vision for the business.

Have Fun! Here’s How to Celebrate with Remote Teams

Virtual Team Celebration Ideas

A global pandemic pushed companies to embrace at least part-time remote work options. At this time, about 18% of people in the world work fully remotely so if you found your way to this blog post, you are likely on or dealing with a remote team.

Instances of informal watercooler gatherings, casual Fridays, and office birthday/retirement parties have been drastically reduced… at least for the foreseeable future. While this may be our current reality, there is no excuse not to have some fun and celebrate with your team!

Why Celebrate

Why Celebrate?

Building trust in remote teams has proven to be more challenging than in person. While it may not be feasible to fly the whole team to one central location to celebrate every single birthday, there is no denying the benefits of getting the group together for a little fun. Here are some of the most obvious reasons that you need to celebrate with your team:

Fight the Loneliness Pandemic

We have no idea what is happening on the other side of the screen, many people are struggling in ways that we can’t even imagine. Before we could read the signs and offer to take someone out to lunch or meet up after work but that is much harder to do in the virtual space and still have the same connection.

If in-person isn’t possible (whether pandemic or distance) gathering digitally is the next best thing and may reach people who would otherwise decline a physical invitation. The introverted members of your team may find comfort in the ability to participate and connect from a more familiar and comfortable environment – their own home.

Either way, we are human and we all need some form of connection. Digital celebrations and gatherings are a great way to fight the loneliness pandemic.

Opportunity for Team Bonding

A team that celebrates together, stays together! As cheesy as it may sound, every team gathering is an opportunity to bond at some level. Offering a variety of gatherings and celebrations opens the doors to strengthen existing connections as well as create new ones.

Team activities also help to build rapport among members who may have never met in person. Creating opportunities for authentic interaction will give people an opportunity to show themselves but also see others in an environment outside of strictly professional activities.

You can learn a lot about a person through digital interactions and that helps to encourage a team cohesiveness that is impossible to encourage through email or other text communications. Seeing a person, even if it’s on a screen, helps to build connections that will feed future work by putting a face to an email and it’s much easier to connect with someone you have seen and spoken words with.

Improves Mood and Morale

Who doesn’t love a good party? We all need a bit more fun and celebration in our lives, especially with all the additional pressures and stress a global pandemic has put on us. We know inherently that connecting with people does wonders for our moods and morale, but that can sometimes be difficult when you have so much work to do. By planning celebrations during work time (or as part of paid time) you are given permission to celebrate guilt-free.

18 Ways to Celebrate and Have Fun with Remote Teams

There are plenty of ways to show your team a good time that doesn’t involve physically getting together. By now, many of us have ample experience to not only host but be able to participate in virtual events and celebrations. Here are 18 ways to celebrate and have fun with remote teams.

Happy Hour

1. Happy Hour

Dress up, put your favourite beverage in a fancy glass and cheers! A happy hour is versatile, you can pair it with just about any other activity on this list and create an instant celebration.

To organize a successful happy hour, it is helpful to have a dress code. This could be as simple as dressing up or dressing down in your comfiest jammies. You could set a theme in terms of decades or even be inspired by your favourite movie. The sky is the limit.

Keep the conversation light and avoid overscheduling the activity, observe where it goes and see what people are naturally interested in. So grab your favourite cocktail/mocktail or drink of choice and cheers to… whatever you are celebrating.

2. Powerpoint Party

Bear with me, this is much more fun than it sounds. The idea is that a team member can give a short digital presentation on any topic that they like. It could be something they are really passionate about or could be completely silly.

  • Recast your teammates as a celebrity that reminds you of them
  • How you would survive a zombie apocalypse
  • How to bathe a cat
  • Top 10 best movies of all times
  • Why Parks and Rec is the best show of all time (no question)
  • How to make the best paper airplane
  • 5 books that you need to read

You get the idea, the possibilities are endless and have a ton of potential to not just be funny but also tell you more about the presenter and their sense of humour and interests.

3. Would You Rather…

Chances are that you have played this fun party game before. The idea is that you give someone two choices and they have to pick the one that is most (or least) appealing and explain themselves. Would you rather…

  • Team up with Iron Man or Captain America?
  • Be overdressed or undersdressed?
  • Wake up at 5:00 am every morning or stay up until midnight each night?
  • Talk like Yoda or breathe like Darth Vader for the rest of your life?
  • Have 100 duck-sized elephants or 1 elephant-sized duck?

There are so many opportunities for fun when it comes to “would you rather” type questions. Some of the answers may surprise you and some of the most fun comes from the justifications for a specific choice. Here is a great list of 100 Best “Would You Rather” Questions to get you started.

Virtual Birthday Parties

4. Virtual Birthday Parties

Remembering someone’s birthday can really mean a lot to them. Arranging a virtual birthday is easy and, in most places, you can even order and have a cake delivered right to their door.

When planning a birthday party, you can combine any of the items on this list based on the preference of the birthday person but here are some additional and birthday specific ideas:

  • Have everyone dress in the style of the year the birthday person was born
  • Enjoy their favourite meal together
  • Watch their favourite movie

Keep in mind that not everyone loves their birthday or birthday parties in general so be sure to ask them in advance.

5. Celebrate Odd or Significant Holidays

Of all the fun ways to celebrate, this one has the most potential for some good fun. There are so many odd holidays out there that you build an event around, take these ones for example:

  • January: January 4th is National Trivia Day and a great opportunity to have a trivia night with the team.
  • February: Random Act of Kindness Day is celebrated on February 1 and there are a million possible ways to participate. Encourage your team to share their random act of kindness that day and celebrate with them.
  • March: Employee Appreciation day falls on the first Friday of March so that opportunity to celebrate is obvious and there are a number of great gift boxes that you can have mailed to the team. International Women’s Day is on March 8th and is an opportunity to recognize the advances that have been made in history and those still to be made.
  • April: April Fools! Celebrate the first day of the month with a fun prank, just know that you may also end up on the receiving end of one. While most people are staying home, Walk to Work Day on April 2nd is another day that can be used for a fun activity like a step challenge. Make sure there is a prize!
  • May: The month of May represents Mental Health Awareness month. This would be a great time to offer virtual sessions on taking care of your mental health. It is also a great opportunity to have people share what they have been doing for their mental health so that they may inspire others to do the same and normalize the conversation around taking the time for self-care.
  • June: June is Pride month! Show your allyship with fun and colourful activities. This is also a great time to shine the spotlight on some amazing LGBTQ+ artists, many of whom would be more than happy to offer a virtual event for your team. Another fun holiday in June is on the 21st – Take Your Dog to Work Day. Okay, chances are that this is every day but let’s see those pups!
  • July: The third Sunday of July is National Ice Cream day… need I say more? Encourage your team to bring their favourite ice cream and log on so that you may all enjoy it together. You can also note the most popular flavours with a poll.
  • August: Knock knock… Who’s there? August 6th is National Tell a Joke day. Encourage everyone to bring their favourite joke to kick off the meeting and be prepared to laugh. After everyone is laughed out, you can celebrate National Relaxation Day on August 15th. Ask everyone how they like to relax, whether that is reading or a mud mask and tub soak, encourage them to participate in that activity.
  • September: Obviously Labour Day is September 3rd but did you know that September 16th marks Working Parents Day? Take some time to celebrate the extra effort and stress it takes to be a working parent. If they are comfortable, you could encourage them to bring their kids to a virtual gathering to meet the team.
  • October: The world runs on coffee so October 1st is a significant day, National Coffee Day. Send your team a gift card to a local coffee place or surprise them with a package of some goodies and a team mug. A month that starts with coffee and ends with candy is the best kind of month. The opportunities are endless for Halloween celebrations!
  • November: Stress is high across the board so be sure to take the first Wednesday of November and recognize National Stress Awareness Day. Webinars and resources are helpful but pair those with the opportunity to take time off if needed.
  • December: Other than the usual holidays, December 5th marks International Volunteer Day. Encourage your team to dedicate at least 1 hour to volunteer for a cause or initiative that they support. Many companies have a bank of volunteer hours where a team member can be paid for volunteering their time for a charity or non-profit. You can also see what other holidays are celebrated in the winter months outside of Christmas. Hopefully, your team is diverse enough that someone is celebrating something different and you can all celebrate and learn together.

Awards Ceremony

6. Awards Ceremony

This is exactly what it sounds like, have fun with it! Think of silly trophies or prizes that can be awarded to your team and have them delivered only to be opened at a live virtual event. Here are a couple of ideas to get you started:

  • Early Bird Award – who is always the first to sign in or show up to meetings?
  • Five More Minutes Award – opposite the early bird, think of who is hilariously tardy.
  • Foodie Award – who always has great recipes to share or who is good for a restaurant recommendation.
  • Best Background Award – whether they have an ever-changing virtual background, a child that likes to video bomb, or a cat that always seems to be cleaning itself, the best background award is certainly one we can all appreciate.
  • Office Clown Award – think of the person you can always count on for a good laugh, whether it is with quick wit or a timely GIF, this person can change the mood of the (virtual) room.
  • Emoji Royalty Award – this is awarded to the person who would rather send messages in emoji form rather than text… and you actually understand them!
  • Office Parent – like a real-life parents, they seem to be prepared for everything. From pep talks to scoldings, these are the people that every office needs.
  • Most Likely To… – you can use your high school yearbook for inspiration on this one.

7. Highlight Reels

Are any of your team meetings recorded? Whether you create a video or have a series of pictures and screenshots, a highlight reel is an opportunity to be either heartfelt or hilarious. A lot has happened in the last couple of years so it is nice to look back and see what was accomplished recognize how far we have come.

While it is great to recognize the highlights of the organization, be sure to pay special attention to the accomplishments of individual team members and the contributions they made over the past year.

Highlight reels are a great addition to a number of activities on this list and it is helpful to keep a folder of video clips and notes to make assembling this project easy (and make sure you don’t forget anything).

Digital Cooking Class

8. Digital Cooking Class

This is a fun one and a new favourite for many remote teams. You can either provide gift cards to your team or arrange for a local food delivery service to deliver the box of raw ingredients.

Now it is time to get cooking! You can look at companies like The Chef Upstairs or The Chef & the Dish for a one-stop-shop but you don’t need to be a chef to host a virtual cooking class. A good idea is to invite team members to share some of their tried and true recipes so that the whole team can enjoy someone’s favourite meal together.

9. Movie Night

Much like a cooking class, you can easily have a package of theatre-style snacks delivered to your team to enjoy from the comfort of their own home while everyone enjoys a great movie. A quick search of “movie night baskets” on Pinterest is all that you need to be inspired! Of course, if budget allows, pre-made baskets are also an option.

This type of event is simple to organize and can be personalized by having a team member pick their favourite movie for everyone to watch. Popular platforms like Netflix allow watch parties to make it even easier to get together and even silently chat in the chatbox, check out the Netflix Party Plus extension to get started but there are lots of options for watch parties.

Pet Party

10. Pet Party

Remember back in the day when you could visit the puppy room and be pleasantly mauled by hordes of fuffy pups for the sake of de-stressing? Maybe your workplace didn’t have monthly puppy rooms but the science is sound, animals help reduce stress and bring us so much joy. From puppy rooms to therapy tiny horses, many workplaces would arrange to have animals come into the office on a semi-regular basis.

The next best thing? A virtual pet party! Chances are that people on your team have a pet, you may have even met them informally by video bomb or witnessed them awkwardly cleaning themselves in the background (best background award…). Host a video chat where team members join with their furry (or feathery, or scaly) friend. Have fun with it and pretend that it is the animals themselves meeting and let their personality shine!

11. Game Night

Pull up a chair, grab a snack, and pour your favourite beverage… things are about to get real!

Thankfully, online game programs like JackBox exist to easily allow teams to sign on and have some fun. Some companies even provide a host and keep the games a secret until everyone is signed on like Game Night Out or Feet First Entertainment: Virtual Game Nights.

If trivia is more your jam, you can look into Live Virtual Trivia or TriviaMaker for a complete package or you can draft your own trivia questions and make them more personal to your team. If you want more engagement, you can play Scavenger Hunt. To share the clues, you can use QR Codes generated using Uniqode’s QR Code generator. Other great games that can be done virtually include:

  • Jeopardy
  • Whose Line is it Anyway?
  • Family Feud
  • The Price is Right
  • Wheel of Fortune

Check-in with the team in advance to find out what type of games they would be interested in to ensure a high level of participation – the more, the merrier!

12. Paint or Craft Night

Yes, you can even do a paint night virtually! Companies like Yaymaker and Canvas & Cup offer creative experiences where you are shipped everything you need and you end up with an awesome painting or craft to show for your efforts.

While some may be hesitant to host this kind of event because of the creativity factor, they are specifically designed to walk you through step by step so no prior experience is necessary. It can help to look at testimonials and see the work that people with no experience have managed to create.

Art has been proven to have therapeutic benefits and improve emotional health. It is also a great activity for those on your team who may be a bit more introverted, allowing them to focus on something in the company of others with less pressure to engage should they wish to focus on the art.

Karaoke

13. Karaoke

Who doesn’t love karaoke? Okay, maybe you won’t be the first one to pick up the mic but you can still sit back and enjoy the show! Companies like Karafun and Lucky Voice make it easy to get together belt out some tunes.

Make it extra fun by donning costumes complete with hair and makeup to mimic whichever celebrity you plan on impersonating. Bring in a couple of props, decorate your real background or upload a visual. Create a music video!

If actual singing isn’t your thing, you can always lip sync and pair it with a performance that your team will never forget.

Bonus? Unlike in real life, you can take advantage of the ability to control the volume for particularly… energetic performances.

14. Virtual Escape Rooms

If you haven’t jumped on the virtual escape room bandwagon then you are missing out. Don’t worry, chances are that a virtual escape room will be part of a team celebration at some point as these have become one of the most popular virtual celebration options around.

Traditionally, an escape room would involve your team being physically locked in a room and having to solve a series of puzzles to escape. Like most things, the virtual option is surprisingly comparable and an even better option for remote teams. They often have fun themes that range from escaping a haunted mansion, solving a mystery, or investigating a crime.

Check out Escaping or Wildly Different for some great escape room options.

15. Mini Campfires

Okay, how cute is this though? Whether you go through a company like Tiny Campfire or create your own campfire in a box to send out to your team, you can enjoy some s’mores and partake in traditional campfire activities like songs and ghost stories. All you need is:

  • A candle (tea lights work)
  • Skewers
  • Marshmallows
  • Chocolate
  • Graham crackers

All of these items are easy enough to ship. Bonus if someone can find some tiny hot dogs.

Talent Show

16. Talent Show

You may be surprised to see what talents your team possesses so offer a virtual platform for them to strut their stuff and share their talent. If you look at the usual contenders for talent shows, you can see how they may be translated virtually:

  • Singing
  • Playing an instrument
  • Stand up comedy
  • Dancing
  • Slam poetry
  • Impersonations
  • Magic

Another option is to assign people a silly talent and enjoy watching people try something new, who knows, they may actually be a natural. Make sure to record some clips to add to the organizations’ highlight (or blooper) reel.

17. Gift/Book Swap

Kind of like a secret Santa gift swap but for any time of the year! Draw or assign names and provide your team with gift cards to purchase a thoughtful (or silly) gift for a colleague. Be sure to give clear instructions not to open the gift until everyone has received theirs and plan for a live gift opening event.

If your team happens to be avid readers, books make a great gift and most people keep a public wishlist on Amazon or on apps like Goodreads of books that they want to read. Spin-off book clubs are highly encouraged.

18. Live Entertainment

Artists and entertainers alike have been struggling to secure bookings with ever-changing restrictions. Help an artist out and get them all to yourself with a private show! Focus on local talent such as musicians and comedians who now have ample experience offering their sets virtually.

Take the opportunity to ask the team if there are any local entertainers that they are just dying to see and that will take the guesswork out of finding one that you think they may enjoy.

Live entertainment can also be paired with a number of items on this list like the mini campfire, happy hour, or virtual birthday party.

Conclusion

Whether you have a hybrid team that is temporarily or permanently remote, it is so important to have opportunities to celebrate and have fun. Not every celebration has to be work-related but getting to know your team better will inevitably result in building a more happy and effective group. Be sure to consider the variety in your own team and host events that reach the most people but also bring out the best in your team.

Everything You Need to Know About Leading Remote and Virtual Teams

Leading Virtual Team

A sharp increase in remote working means managers will need to transition into new ways of running things. Your responsibilities will largely stay the same but how you go about your duties differs when your employees aren’t in the same office.

Although you can’t pop your head out of your office door to touch base, instant messaging, video conferencing, and email have made it easy to stay in contact with staff.

Working from home has seen an increase due to changing trends, a worldwide pandemic, and flexibility requests from employees. Some offices may be considering remote working as a long-term solution. It saves on office overheads and can attract top-tier talent to your open positions.

Managers who are leading virtual teams need to develop a strategy based on the same fundamentals you’d expect in the office. Communication is key to making this work. Let go of the reins a little and trust your employees to maintain best practices even when you’re not physically together.

Swap the three-piece suit for your comfies, shuffle out of bed, get a piping hot cup of joe, do a big stretch, and get ready to be the superstar manager of a fully remote team. This is all you need to know about leading remote and virtual teams.

The Benefits of Leading a Team Remotely

The Benefits of Leading a Team Remotely

If you’re on the fence about whether you should transition your team to remote working, let’s take a look at some of the benefits. Not only can the business see a boost to productivity, but remote staff enjoy better work/life balance and more money.

Keep all of these benefits in mind while deciding if remote working is the right choice for your business. As well as advantages, certain unique challenges arise with virtual teams which we’ll get into later. Weigh up the pros and cons to make an informed decision, you need to balance what’s right for the business and what’s right for your people.

Remote working is here to stay and being agile enough to allow it in your company is great for futureproofing. If your industry is trending towards remote opportunities, you need to stay ahead of the curve to beat out your competition. The transition can be phased so it’s not disrupting your current processes.

Here are just some of the benefits of leading a team remotely:

  • Increased employee retention. Remote working is one of the most sought-after benefits in the modern workplace. People value their time and if they can shave off their commute to work, it can be a very attractive perk. Employees are more likely to stay with you for longer if you can offer them flexibility.
  • Save on overheads. You’ll need to decide whether keeping an office is necessary or if you can downsize. There are savings to be made on overheads on everything from office space to energy bills.
  • Wider talent pool. Office-based jobs are restricted to those within a commutable distance and select people willing to relocate. Virtual teams can be recruited from anywhere in the world, including areas with a low cost of living. You’ll have access to a much wider talent pool with many qualified candidates.
  • Wellness and work/life balance. Striking a good work/life balance is crucial for many of today’s working population. Remote working helps people to create a life that suits them as it removes things like their commute and time away from loved ones (including pets!)
  • More productivity. Some employees thrive on remote working, they don’t take the opportunity for granted. Productivity among staff is increased as people become more autonomous in their work.
  • Employees retain more of their money. Remote working shouldn’t be an excuse not to give your employees a pay rise, but it’s worth understanding this benefit for your staff. People save money on their commute, lunch, and other office shenanigans. The savings made can free up a lot more of your staff’s cash which will make them happy.
  • Better for the environment. You, your business, and the staff aren’t the only ones who will benefit. Remote working is better for the environment. People’s carbon footprints are reduced as there are fewer Co2 emissions. Do your part for mother earthnand go virtual!

Build A World-Class Remote Environment

Build A World-Class Remote Environment

Deciding to go virtual is one thing, actually building your new processes is an entirely different beast and one you must slay. Getting set up remotely, the right way, is going to make the biggest difference in the team’s success. The idea of virtual teams might sound appealing to most of your staff, but everyone needs to be committed to making it work.

Business owners who don’t see good results won’t hesitate to reverse the decision and ask everyone to come back to the office. Not good for people who have already put a down payment on a property in a cheaper state. When it comes to leading virtual teams, how you build your environment is key and this is exactly how you do that:

Make it Personal

Personal communication is harder to nurture online, particularly if you have a team of people you have never met. Encouraging your team to get to know each other improves productivity and understanding. It makes for a nicer work atmosphere, even if people are technically on their own.

In the office, there are plenty of opportunities to have a side conversation and get to know your teammates. At the water fountain, in the break room, or sharing videos of their cats at their desks. These important bonding activities can’t exist virtually so as a manager you should try and factor in some social space.

Host a quiz and assign teams to work together. Implement co-working video calls and ask staff to sit on a video together while they work. This gives them the chance to chit chat but also decreases distraction. Factor in coffee breaks that people can take together, 15 minutes where people can unwind from work.

Pick the Right Tech Stack

Pick the Right Tech Stack

Technology is going to be at the heart of your virtual team. Picking the right software can make all the difference. Tech helps with recruitment, training, onboarding, work assignments, communication, and monitoring your team. Whatever you need, there’s something available to make your life easier.

Teamly is the project management tool you need to make managing your team simple and house everything in one easy-to-access place. Take the pain out of remote teams by using Teamly as your management partner and lead your team to success.

When picking your tech stack here are the things you should include:

  • Management tools
  • Communication tools
  • Cloud hosting
  • Video conferencing
  • Digital workspace
  • Password manager
  • Collaboration tools

As well as software, you should consider the hardware needs of your staff. Since your employees are no longer in a centralized space they may need your assistance to access high-quality equipment. Allow employees to make reasonable hardware requests for things like additional monitors, replacement keyboards, new computers, printers, scanners, and other miscellaneous hardware.

Share Trust and Dependency

Share Trust and Dependency

You can’t lead a successful virtual team if you don’t trust your people. It will be hard for you to manage a team that you think is going to drink alcohol on shift, ignore their duties, and take advantage of the situation. If that sounds like your staff, why are they still working for you? It’s much more likely you have competent people on your team who will not let you down.

There may be a few bad players out there who will take advantage but they are the exception and not the rule. Your staff will appreciate the opportunity and demonstrate this by working harder with increased productivity levels. Micro-management isn’t going to work because you aren’t there to monitor things 24/7.

Let your team decide the best way to work and focus on the results instead of how they got there. If the end product meets your expectations then it’s a job well done. Remote working thrives on a culture of trust and dependency and that starts with the manager.

Trial Everything

Before committing to remote working, do a trial with one department or a small portion of the team. Look out for any inefficiencies in communication and monitor productivity levels. There may be some disruption as people adjust but overall you should see improvements to things like employee morale, productivity, and communication.

All being well and the reports look positive you can invite more of your staff to start working remotely. A phased transition helps to ease your business into the virtual workspace. Put together some questionnaires and ask your people how they feel before, during, and after the trial phase. Ask questions on their mood, how they feel about work, what they enjoy about working remotely, and what they dislike.

This information can help you decide if any changes are needed to your strategy or if a company-wide rollout is ready. Make sure that your staff understands the trial is just that, a trial to see if this is feasible in the future. Don’t give any guarantees that remote working will soon be a reality.

How to Successfully Lead a Virtual Team

How to Successfully Lead a Virtual Team

You have your tech stack ready and your team prepared for a brand new way of working. Now you just need to make it a success so your business can reap the benefits that come with leading a team remotely. Virtual teams have a level of freedom that office-based teams are often missing.

Without the watchful eye of their superiors, employees might be able to treat themselves to an extra cup of tea or eat their lunch at their desks. These freedoms rarely negatively impact productivity, in fact, working from home or remotely is believed to boost productivity and decrease the chance of burnout.

Lead your team with trust and take them to continued success. Here are the key ingredients to running a successful remote team.

1. Communication

Communication needs to be a big focus when you’re working remotely because many interactions lose subtle signs. Written words can be easily misinterpreted and can cause issues within your team. Non-verbal communication like eye contact and body language are lost.

In order to make up for this, you and your team need to learn to over-communicate, be as clear as possible, and abide by the best practices – which we’ll discuss in point 4. As a manager, when you’re trying to discuss roles and responsibilities, assign work, or talk about goals, you should stress the most important points and check for people’s understanding.

Use video conferencing software to see your employees face to face and discuss the fine points of any assignments. Follow up with details in an email and check with them over instant messenger that everything is understood. It sounds like overkill but if things are left open to interpretation, you may not get the results you want.

Keep people in the loop with any decisions by making good use of emails and instant messaging. Tag people liberally when something involves them and don’t be afraid to send an email marked as important.

2. Training

A lot of the software you will use remotely will be the same as when the team was based in the office. However, chances are you’ve needed to include new products in your tech stack to take full advantage of leading virtual teams. Training your people on these new pieces of kit will take some time and should be handled before the full transition where possible.

There may also be new processes that need to be taught to your people. You should create comprehensive training material including a knowledge base that shows a step-by-step of each common repeatable process. Not only is this great as a refresher for your staff, but it’s invaluable for new employees who need extra guidance when learning the ropes.

Videos are your best friend, record your screen and a voiceover explaining how the software should be used. The more resources you can provide the better prepared your people will be, particularly when they won’t be able to simply stick their head in your door and ask you a question.

Meetings

3. Meetings

Meetings will play a key role in virtual teams as they’re a great way to touch base with everyone. You likely had plenty of meetings at the office anyway, but remote teams can benefit from having more regularly scheduled. Use your best judgment as to what’s best for your people, but listed below are some types of meetings that are great for remote workers.

  • Daily standup. This short meeting typically occurs at the start of the day and involves the entire team. Standups are named that way because they are usually conducted standing up to give a sense of urgency. These meetings should last no more than 15 minutes and be used simply to check in with your people and discuss the day’s agenda.
  • Kickoff meetings. Kickoffs should happen when your team is undertaking a new project. They’re used to align your people with the stakeholders, anticipate roadblocks, and define the deliverables. Your staff will have the chance to put forward questions and iron out any misunderstandings. It’s unrealistic to try and navigate this through team chat channels and direct messaging.
  • One-on-one meetings. These serve several purposes, firstly one-on-one meetings can be used for performance reviews, individual training, and feedback sessions. As well, one-to-one meetings should be used to check in with your people personally. Ask them how they are coping with remote working and if they are experiencing any issues.
  • Impromptu meetings. Sometimes it’s just easier to hop on a video and hash things out. In the office, too many meetings can be stressful and build a culture of micromanagement. However, without a physical presence hosting impromptu meetings to discuss things is the quickest and easiest way to reach a resolution.

4. Best Practices

It’s a good idea to create best practices for how you want people to conduct themselves while working remotely. If everyone is on the same page about communication and team processes, there will be little room for misunderstandings. Here are some best practices your virtual team should follow.

  • Requests/complaints. Set up a process for people who need to come to you with requests or complaints. This can be managed through your emails or other software, but shouldn’t come through informal direct messaging.
  • Team channel behavior. The channel your team uses for communication should be conducted in a professional manner relative to your team. It doesn’t need to be devoid of personality but should be considerate of every team member. Using gifs and emojis might be second nature to some staff but could be alienating for others.
  • Language. People need to be careful of the language they use in the team channel and private messages. A lot of nuances are lost with written communication and messages can be easily misinterpreted. Create a list of suggestions about communicating online.
  • Email automation. Automation is your best friend and can make even the busiest of email accounts seem like a breeze. Set up rules so that incoming emails are categorized for easy access and prioritization.
  • Knowledge base. The first port of call for answers should be the knowledge base, make sure your staff knows how to use it. This helps people self-serve instead of relying on you for answers. It’s not always possible to get an immediate answer from someone else when working remotely which can derail the day’s progress.
  • Co-working calls. It’s a good idea to set your employees up on co-working calls. This helps them to stay in touch with each other and helps people with their focus and productivity.

The Challenges of Leading a Remote Team

The Challenges of Leading a Remote Team

The lack of physical presence in the office means you can’t easily observe your staff at work. You can’t identify when someone is struggling and may need additional support. If your staff don’t come forward with their difficulties the problem could become chronic and start to affect productivity.

Meeting with your staff regularly with one-to-ones is the best way to give people a safe space to talk. Ask your employees if there is anything they need help with or any issues they are facing with their role. As long as people feel like they can speak freely, you can usually get to the root of the problem quickly.

Communication will be a focal point for all remote teams, particularly during the early stages of working from home. The office dynamic is gone, small hallway conversations that lead to big decisions can’t happen anymore. Your team can’t bond over the weekend’s football as easily.

Explain to your team how communication changes when they work remotely and ask for everyone’s assistance to keep things clear, concise, and adhere to the common language. Your people will adjust to this new way of communication but some people might find it harder than others.

Managing the team’s workload becomes less transparent since you can’t cast a watchful eye over performance in the same way. Remote working can be advantageous for slackers who will use the opportunity to avoid working. There can be negative effects for workaholics who are taking on too much work and are risking significant burnout.

In order to properly manage workloads, you should make use of Teamly which is a project management tool. It has everything you need to assign work to your staff, monitor the progress, and make suggestions when necessary. Using a tool like this makes things more transparent and if anyone is underperforming it will become clear.

Some people do not like working from home and they find the idea of doing it repulsive. While many people will be happy with the arrangement, some might not like the idea of working in isolation and infiltrating their home with work. If you can offer people the opportunity to stay in the office, that can easily resolve the problem.

However, if you are going fully virtual and shutting the office doors permanently, you’ll need to take extra care to transition these staff members. Help them to make working from home more social by inviting them to do coworking calls and video chats. Ultimately, the decision may mean you lose some staff if they can’t adjust and your offices are gone.

Conclusion

No matter the reasoning behind going virtual, it’s a brand new challenge for teams that haven’t had this privilege before. The idea is likely to be exciting for most of the staff, although there is every chance some people may not want to. It’s for your business executives to decide whether they want to go fully remote or maintain an office presence.

Regardless, without a central physical location for your team, things are going to be run a little differently. You’ll need to reassess your current tech stack and decide if you should bring in any new software. There are many tools out there designed specifically for virtual teams and they’ve been fine-tuned to help you succeed.

As long as you lead your team with communication at the core you should have no trouble leading a team remotely. Make sure that the knowledge base and training resources are up to date.

Remote teams need your trust and a level of autonomy to do their work productively. Provide them with everything they need to self-serve answers and remember to check in with them to keep that personal touch.

Self-Management 101: How To Plan, Prioritize & Achieve Goals

Elements of Self Management

There are endless blogs, articles, books, even studies on how to effectively lead a team.

But who is leading the leader?

Self-management is exactly what it sounds like – it’s your ability to manage your own behaviour, thoughts, and emotions. Somehow, managing a team of 100 people seems less daunting than managing a team of one… you.

Why is Self-Management Important

Why is Self-Management Important?

It may seem selfish and counterintuitive to focus on yourself when there is a team that needs you, either as a leader or as a teammate.

There is a reason that, when a plane is going down, you are instructed to put on your oxygen mask before you assist others. If you run out of air, you aren’t much used to anyone else. This same idea of helping yourself first is relevant to your work as a leader or teammate.

Company cultures can often push the narrative that the needs of the organization are the top priority and we now understand that this sentiment is a one-way ticket to a burnt-out and uninspired workforce. People are happier and produce better quality work when their needs are met and they feel valued for what they bring to the table.

As a leader, formal or informal, self-management is an important tool in your toolbox to ensure that you are bringing your best self forward.

Benefits of Self-Management

The Benefits of Self-Management

While an organization will greatly benefit from someone with the ability to self-manage, there are obvious benefits to the individual.

Increased Efficiency

Self-managed people are effective people. Period.

Effectiveness looks different for each person and profession but the ability to do what you need to do and when you need to do it is valuable both in personal and professional life. A self-managed person will have taken the time and energy to invest in systems that keep them on track and focused on the right things, considerate of their own time and the time of others.

Flexibility and Effective Time Management

There is a standard template that workers tend to follow when they are traditionally employed which involves showing up to work, sitting at a desk for 8 hours, and leaving work at the end of their shift. Though the time block maybe 8 hours, studies are clear that an 8-hour workday does not even close to equal 8-hours of productive and quality work.

Self-managed people are proving to the world that the 8-hour workday and 40-hour workweek are arbitrary and that people can work in a number of ways that better respect their time and produce the desired outcome for the organization. This group of go-getters are leading the way for more flexible workplaces because they are living proof that people can work effectively outside traditional systems when they are allowed to discover their own way forward.

Better Relationships

People notice when you are able to self-manage. They recognize that you are bringing your best self to the table and that makes everyone else’s load more manageable. Not only will this help to build trust in your team but it will build relationships both professional and personal.

Increased Wellness

Instead of always running around and dealing with the loudest alarm bell in their head, those that practice self-management can enjoy a little peace and quiet so that they can actually think about the important things. This ability can be credited to overall better health outcomes because stress and anxiety will be greatly reduced.

Let’s not forget that self-management means that you can (and will) prioritize time for physical activity to offset any time that you may have to spend at a desk. Without those alarm bells, a good night’s sleep is also possible.

How to Practice Self-Management

How to Practice Self-Management

The keyword is practice, self-management does not come easy especially in a society that seems to value selflessness over self. There’s hope though, and here are some ways that you can get started and build up your self-management skills.

Be Clear on Your Goals

What is your “why”?
Where do you want to be?
What is important to you?

When you can clearly answer those questions, you can better manage your life with intention and are well on your way to better self-management. Your practice starts with knowing where you’re going and why you want to go there. Only when this becomes clear can you formulate a plan that will actually move the needle.

Find an Organizational System That Works for You

So you can clearly see your goals, now how do you get there? The path isn’t always clear but there are a couple of systems that you can experiment with to find the best fit for you.

Getting Things Done (GTD)

If you happen to be into productivity, you know David Allen. He’s known for his Getting Things Done (GTD) framework and has decades of experience in the art of productivity. This framework is based on five clear and simple steps:

  1. Capture: don’t let ideas and tasks float around in your head, reach up and capture them on paper.
  2. Clarify: look at a task and ask if there’s a specific action tied to it or if it’s simply for reference or for later.
  3. Organize: put it where it belongs right away – a calendar, to-do list, notebook, file… etc.
  4. Reflect: aks yourself, is this system working? If it is, great! If not, take the time to modify it to be more effective.
  5. Engage: all systems a-go? Engage! Take action and get it done.

This system is tried and true and a great place to start when you’re just starting out on your self-management journey.

Time Blocking

Time blocking is a very effective way to organize yourself and manage your time. Essentially, you organize your available hours by categories and dedicate these categories to specific time blocks in your schedule, focusing on one task at a time. Just like any organizational system, it will take a little trial and error to figure out how to block your time in a way that works for you.

For more details on the time blocking organization and time management system, check out this blog on Time Blocking – A Time Management Trick to Get in the Zone.

Pomodoro Technique

This simple, yet effective technique is a great place to start for someone looking for an organizational system that is easy to follow. This technique involves a simple timer for short bursts of uninterrupted work followed by rest periods. For more details on this technique, check out A Simple Technique That Yields Big Results – How To Use Pomodoro To Maximize Productivity.

Eisenhower Matrix

When everything is a priority, nothing is a priority. This system helps you learn how to prioritize your tasks by fitting them in one of four categories:

  • Important/Urgent
  • Important/Not Urgent
  • Not Important/Urgent
  • Not important/Not-Urgent.

By implementing the Eisenhower Matrix, you can practice self-management by understanding what is truly a priority and what can wait.

This blog, How Can Mindfulness Improve Your Time Management, goes into more detail on how to integrate this technique into your system.

Create Routines

Create Routines

In expanding on the idea of organizational systems, creating routines in your personal and professional life is a great way to practise self-management as you learn more about how you work best.

Your brain likes routine because it takes the pressure off of it to think about what to do next. Do you have an existing routine that you don’t even think about? Chances are that you get out of bed, brush your teeth, let the dog out, and turn on the kettle for your coffee without so much as blinking an eye. It is that effortless motion of routine that gives your brain a break to focus on items that need attention.

Work with your natural routines, not against them.

Learn How to Say No

You are better at saying “no” than you think.

Every time you say “yes” to something outside of your scope or priorities, you are saying “no” to something that you have deemed important. Switching your perspective to understand this concept is a helpful way to be able to say no upfront.

Saying “no” is arguably the most challenging area of self-management for people to practice because we are fed with the idea that we must embrace every professional opportunity in order to get ahead, get the promotion, and score that corner office (if you even work in an office). While this idea is slowly dying as organizations recognize the benefits of employing people with strong self-management skills, this need to say “yes” all the time lives deep in our collective bones and will take time to disconnect from.

Practice saying “yes” to the items on your priority list, the results will speak for themselves.

Increase Energy Inputs

One of the biggest drains on our energy is stress. Stress has a way of physically manifesting in our daily lives and drains us of the will and energy to do good work. There will always be stressors in your life but they should be manageable and be counteracted by rest and leisure.

Think of your body like a gas-powered vehicle, running it at or very near empty will not get you very far and can wreak havoc on other systems. When you get a good night’s sleep, feed your body good food, and exercise, you’re adding fuel to your vehicle and keeping it in tip-top shape.

Unfortunately, too many professionals dig into their rest time for the sake of “productivity”, not realizing that it’s having the opposite effect. Taking charge of your energy inputs is an important aspect of self-management, the results of which spill over into other aspects of your work and personal life.

Be Proactive and Responsible

Be Proactive and Responsible

Of course, being proactive is easier said than done. Stephen Covey, author of one of the most profound self-development books The 7 Habits of Highly Effective People, said it best:

“Look at the word responsibility—“response-ability”—the ability to choose your response. Highly proactive people recognize that responsibility. They do not blame circumstances, conditions, or conditioning for their behaviour. Their behaviour is a product of their own conscious choice, based on values, rather than a product of their conditions, based on feeling.”

(Note that this quote does not consider systemic oppression and the weight that it carries for some people disproportionate to others so there are limitations to its reach but the concept does hold true for many people.)

In order to be proactive, you need to be clear about your goals so this is a secondary self-management skill for when you have become comfortable with setting future goals or objectives.

Make Decisions

Sometimes, decisions are as simple as “yes” or “no”. Other times, we are tempted to let these questions and ideas float around in our heads, with nowhere to park them. These incomplete items build up and result in stress. As we learned above, stress is detrimental to self-management so we must make decisions to keep the ball rolling.

Prioritize Personal Development

Don’t confuse personal with professional development – not everything is about work you know. That said, when you invest in yourself, you inadvertently create better habits and mindsets that carry over into your professional life. Personal development looks different for each person, here are some common examples:

  • Reading – for fun or to learn something new.
  • Exercise – move your body in ways that you find enjoyable, the gym isn’t for everyone but you may find enjoyment in a physical hobby or activity.
  • Learning – learn literally anything from macrame to acapella, developing a skill unrelated to work will build your confidence
  • Volunteer – not only do you get the chance to meet new people, but you are also contributing to something greater than yourself.
  • Mindwork – meditate, daydream, and spend some time in silence, when was the last time you were alone with your thoughts?

Create and Enforce Boundaries

We have got the idea of boundaries all wrong. Boundaries do not barricade us inside a safe fortress but help redirect people to the appropriate channels. As you become better at self-managing, you will by default set up reasonable boundaries to protect your practice. These boundaries could look like:

  • Designated times to check emails
  • Office hours
  • Protected personal and rest time

Just to name a few. Give it a try and you may be surprised.

Understand Your Strengths and Weaknesses

No one is good at everything so be honest with yourself. Focus on the things you are good at and develop those skills, bringing them to the table in a way that no one else can. When you agree to a project or task that you know is not your strong suit, you’re not only setting yourself up for stress and failure, but you risk letting down your team. Self-managing yourself in a way that reserves your skills for high-value tasks, you may even be opening the door for someone else who already possesses the needed skills.

Conclusion

Practice makes perfect. This isn’t a quick process and it will take time to get to a place where you are confident in your self-management abilities. Start small, look at the list and pick out an item that looks the most manageable to you. Once you’re comfortable in that process, use the momentum to take on the next one.

8 Best Practices for Incident Management

Incident Management Best Practices

System outages and downtime are inevitable. They can cost you money, regulatory fines, customer loyalty and eventually undermine the reputation of the company. Major disruptions can even make it onto front-page news.

Take this example.

It was back in 2020. Over a 12-hour massive outage resulted in more than 23,000 failed 911 calls… There was a failure in part of T-Mobile’s network, which was made worse by routing and software errors. Even the Federal Communications Commission (FCC) got involved. Its report showed that T-Mobile USA “did not follow established network reliability best practices” that could have potentially prevented or mitigated the disruption. This failure cost the company $19.5 million!

Hopefully, the last incident you encountered didn’t cost you a fortune and was fixed without any significant impact on your business. But here is the thing: to thrive in an increasingly challenging world, businesses need to acknowledge that incident management is one of the most critical processes in an organization.

Regardless of size, shape, location, or industry, each company needs to have a consistent approach to incident management. To guide your organization towards healthier practices means detecting, tracking, analyzing, and reporting incidents in a timely and proactive manner.

Customers are more demanding and more vocal than ever. They expect services and applications to be available 24/7. To make matters worse, customers’ patience has become too limited (they want you to find a solution now!). In the midst of chaos, agility and speed become paramount to gaining a strategic advantage in the marketplace.

No matter the complexity level of your internal systems, you can improve the quality of the service you offer and reduce the harmful downtime if you invest time and effort in cultivating incident management best practices at your organization.

Let’s start with defining the terms.

What is an incident

What is an incident?

An incident is an unplanned event that threatens to interrupt or causes an interruption in a service by inhibiting the functionality of the service or reducing its quality. A few examples can be: a website going down, degrading network quality, running out of disk space, a feature in the application not working, and more.

Outages are likely to happen because of software and hardware failures or human errors; that’s why incidents can come from anywhere: an employee, a customer, the operations system…

If an incident is a major one, it requires an emergency response and usually becomes a core component of larger IT frameworks.

What is incident management?

Incident management is the process of detecting, examining, resolving, and analyzing service interruptions and outages. It aims to ensure service restoration – as quickly and efficiently as possible with minimal impact on the business. It’s the primary responsibility of DevOps, IT operations, and desk service teams to oversee the process of incident management. Depending on a company’s internal policies and procedures, incident management can also be viewed as a component of IT service management (ITSM).

Incident vs. problem

An incident is an unplanned disruption to a service or reduction in its quality, whereas a problem is the root cause of the incident. In other words, we talk about an incident when we want to explain what happened to a service. The moment we explore why an incident occured, we refer to the problem.

Incident management vs. incident response

Incident management is the broader concept or process of incident communication and resolution, while incident response deals with handling a single incident. This means that incident response is only one aspect of incident management.

Steps of the incident management process

5 steps of the incident management process

To understand what incident management best practices entail, it’s essential to have a clear roadmap of the steps involved in this process. Before we dive in, consider this: there is no one size fits all solution when choosing the incident management process for your company. This is one of the primary reasons you’ll see various approaches across different companies.

It’s high time to walk you through the stages of the incident management lifecycle:

Step 1: Detect

When an incident strikes, it should be detected and classified as quickly as possible. At this stage, you identify who should be involved in the resolution of the incident, which incidents require special handling, and which ones should be taken over by the regular staff. If you do a great job at detecting an incident, the following steps are easier to go through. Remember, the teams that start strong are more likely to finish strong.

Step 2: Record

After being detected, the incidents are logged and recorded. Who reports the incident, when it’s reported, what exactly isn’t working – these are, as a rule, mandatory fields to be filled in. All details are documented, despite the severity level of the incident. Afterward, you assign an ID number to the incident for tracking, processing, and reporting purposes.

A pro tip before we move on: keep all of the information in one place. This enables to speed up communication, prevent the opening of duplicate tickets, and steer clear of overloading the system.

Respond

Step 3: Respond

When the incident is detected, logged in, and classified, it’s time to respond to it.

If nothing major occurs, the incident is routinely handled by the technical support and DevOps teams. If not, you need to have straightforward internal communication for effective incident management.

You communicate with all impacted stakeholders and make sure they’re informed about the incident. If you aren’t quick enough on this, your customers will surely go a step ahead and flood the social media or the call center with their anger, resentment, and disappointment. “Arghh! It’s not working!”, “Damn, I can’t get my work done!” you’ll hear them saying.

During the responding stage, miscommunication can lead to bias and nervousness. Meetings to keep everything on track, timely notifications, announcements, and updates (usually handled by the communications team) are crucial.

Escalation is another essential phase in incident management. This is when a team member can’t resolve an incident and asks for more specialized help. Needless to say, the roles and responsibilities should be clearly identified; when an incident occurs, everyone should know who the go-to person is to ensure the right level of organization in your response.

Step 4: Resolve and close

With the previous steps performed and a satisfactory resolution found, it’s time to pass the incident back to the service desk. Only the service desk is entitled to close incidents. There is a simple reason for this: your team should check with the reporter and get confirmation that the resolution is satisfactory and can now be closed.

Step 5: Collect and analyze reports

Service improvement! That’s the buzzword we hear everywhere and every time.

So how do you improve your services? Right! You collect data on the reported incidents and do a thorough analysis to make sure the incident management process is complete.

Post-incident reports allow for a valuable retrospective review. But remember that these reports should be detailed, insightful, and pursue a major end goal: help the team prevent future incidents.

Incident Management Best Practices

Incident management best practices or what makes an incident well-managed?

Although copying and pasting a templated approach from another business will hardly lead to stellar results, it’s always a smart idea to look into the best practices. Learning, refining, and adjusting – that’s how you take the incidence management process to the next level. Let’s see how companies respond when the message hits: “We have an incident!”

1. Detect before it occurs

You can, of course, go ahead and get yourself busy with putting out fires day after day, week after week…

But there is a better solution – to have a truly effective system in place for incident management. Through regular software updates, event monitoring, and incident response plans, you understand where the incident appeared, why it occurred, and how. Identifying and fixing root causes is your shortcut to preventing them from happening again.

2. Prioritize correctly

How many customers are affected? Is this a security issue? Do we have any data loss? To prioritize means to identify the various implications of an incident on various aspects of your business: finances, customer service, operations, security, etc.

Urgency, impact, and severity are the top criteria according to which you should prioritize the incidents. Doing this right is important to save precious time, resources and nerves. To streamline the process, you can set up a priority matrix and make sure all team members know how to use it.

Neat and logical categories should be outlined to ease the classification and prioritization of every incident. It’s recommended to use the option “Other” as little as possible. By the way, this step will also be helpful when it’s time for analyzing data and revealing patterns.

3. Distribute tasks smartly

The best incident response teams, especially in times of major incidents, act quickly, make decisions under pressure, and all of this – without risking the overall incident management process. One of the secrets of such success is that the skills of the team members are mapped and clearly defined to help assign roles correctly. Best practices hint that every team member has their own set of responsibilities, and the separation of tasks is well-informed. Load is distributed evenly and smartly.

If needed, have an in-house staff to handle incidents on a regular basis, and independent contractors who can step in to help you with expert advice. Make sure that all team members follow the same troubleshooting procedures to avoid miscommunication.

Incident management best practices also help to prevent employee burnout by advocating for a clear and specific handoff between teams. When internal communication is effective, teams can quickly replace each other if the incident requires a longer time to be resolved. This means the business doesn’t waste time coordinating and communicating with all parties involved.

The incident manager, service desk folks, ops team, system and network admins, communications team – everyone should be trained and prepared to respond to incidents promptly and with high efficiency.

Automate when possible

4. Automate when possible

Repetitive tasks should be spotted and automated. Rely on automation to minimize human error and to take care of your team. Waking up people in the middle of the night or forcing them into working long, long hours can lead to… The consequences are well-known: burnout, decreased productivity, loss of motivation. Therefore, employee-centered businesses reduce the toll on people by integrating automation tools into the incident management process.

You should also consider having templated first communications ready when it comes to communications. Your first response to the detected incident should be quick and efficient so that you can focus on resolving the issue straight ahead.

By the way, after you’ve automated one aspect in your incident management process, ask yourself: “What else can be automated?” And automate the next bit of incident management.

5. Look beyond one-time incidents

An incident, especially a major one, can give a useful hint at what should be updated or refined on an organizational level. So, incidents are a great opportunity to channel some of the resentment towards preventative actions. It is, therefore, recommended to link incidents to ITIL and ITSM processes.

6. Report blamelessly

Efficiency is about teamwork and trust. In a workplace culture, where blaming one another is a norm, there’s little chance to handle incident management successfully.

High-performing teams focus on the process of incident management rather than the people involved. Report in a way that’s blameless. A culture of camaraderie and integrity should be a top priority. Help your team understand that you all walk towards the same destination and aim for a win-win approach.

Yes, incidents can be utterly frustrating, but the best teams take them as opportunities to build rapport within the team as well as with their customers.

7. Provide top-notch training

Today, there is one thing the IT and management fields have no shortage of – certification programs. Use them! Don’t wait till an employee reports about a skill gap. Identify those blind spots proactively and offer the best possible training in the field. The certification courses will help the team to deliver high-quality services, see the bigger picture, and align their day-to-day work to the organizational strategy.

Explore if you can refocus somebody’s expertise to benefit your business. Keep an eye on the latest tools and see if more sophisticated CI/CD tools (continuous integration and continuous delivery/deployment tools) can be used in the incident management process and guide your employees towards relevant training programs.

Having the right personnel on board is a blessing. But to ensure your team members stay competent, you need to invest in them.

8. Look ahead

The IT industry will not stop evolving. Businesses are under pressure to make frequent and significant changes in their processes and procedures. Customers are not going to be any less demanding. A core piece of many businesses, incident management is going to be a continuous focus.

It’s important to constantly review what’s new in your field of operation and what the future holds for incident management. One thing is for certain – the smarter, safer, more secure and more reliable companies are going to win the competition. That’s why part of the incident management best practices is embracing new tech and leaning towards a more proactive and preventative approach to incident management.

Conclusion

Let’s face it. Incidents are going to happen. Systems are going to fail. It’s all about how we handle the situation next time an outage strikes. And we’re going to witness a huge difference between organizations that manage incidents effectively and those that don’t.

Hope for the best but prepare for the worst. Keeping control over the incident management process is fundamental to avoid friction and make sure your projects go off without a hitch.

From the Gig Economy to the Hybrid Model: Shifting Priorities in the Workplace

Shifting priorities in the workplace

For many of us, the commute to work used to take at least an hour, and we’d either be navigating traffic or train schedules to and fro. Nowadays, for many, the morning commute takes less than ten seconds, as it means walking from the bedroom into the home office.

And back in the day, people clung to their jobs like their life depended on it. More recently, however, employees resign and move onto greener pastures with alarming ease.

Data Tracking for Employees

Data Tracking for Employees

Many of us, it’s true, still face a commute every morning on the way to work. But the trend of working remotely is increasing, no doubt about it. Over four million people work from home at least half the time, a 140% increase from 2005.

According to a 2021 study, more than half of employers will continue to offer a hybrid work model, allowing employees to work from home some of the time.

For a boss, this means it’s no longer an option to step up to an employee’s desk during the day to see how things are going. This naturally creates unease, and employers are resorting to alternate methods for monitoring staff.

More and more, with remote teams, managers and bosses are looking at tracking data in order to know how employees spend their time. Things like web cams, hourly tracking, and keyboard tracking tools all serve to assure employers that time is well spent.

Additionally, by looking at stats and data from interoffice communications, it’s possible for project managers to evaluate team dynamics, and monitor how remote teams engage and get along.

Administrative Jobs Decline

Administrative Jobs Decline

The shift to a remote work environment marks an even greater dependence on technology. More and more, we’re working in a paperless environment.

These changes eliminate a need for many low-skill office jobs. According to a study by McKinsey, office support jobs will have gone away almost entirely by 2030.

It’s not exactly a scenario of “the robots taking over,” but without any telephones to answer, break room coffee to make, or papers to file, certain office roles just aren’t needed anymore.

Recruitment Pool Increases

Now that most companies have remote work systems in place, the size of their recruitment pool has increased tremendously. Whereas formerly, companies were limited to only hiring someone local or willing to relocate, now they can potentially hire anyone with access to the internet.

In theory, this poses a real benefit to companies. It’s much easier to match skill sets to positions. Formerly, a company might have to forego its first choice if the recruit was unwilling to relocate. Not anymore.

It also saves the employer quite a bit of money on things like rental space and office equipment. It’s estimated that a company saves up to $11K a year for an employee who works remote only part of the time.

Employees Have the Upper Hand

Employees have gotten quite used to flexible working conditions, and they don’t want to let them go away. Apparently, making the work commute two times a day, five days a week isn’t everyone’s cup of tea. Plus, it’s a lot cheaper. Remote workers say they save up to $5,000 a year.

In a recent study, 40% of workers went so far as to say they’d even quit working for their current employer if he or she didn’t offer flexible working options.

This shift in priority particularly stems from younger Millennial and Generation Z employees, so it’s likely only to increase.

A Shift in Recruitment and Retention Strategies

A Shift in Recruitment and Retention Strategies

Employees spoke pretty loudly in 2021. In August alone, 4.3 million quit their jobs. This comprises 3% of the total workforce.

A trend this dramatic leaves employers scrambling to find replacements. In an effort to both recruit and retain employees, they’ve had to offer better benefits, more flexibility, and better working conditions.

And off boarding, too, receives much more TLC than it has in the past. To the employee, it no longer means sailing off into the sunset, never to interact with the company again. Many companies have put policies in place that maintain a bond with former employees. The NFL offers them access to healthcare, as well as the use of its training facilities. Linkedin’s former employees receive premium membership for life.

By approaching a resignation with the intent to maintain a bond, the company only stands to gain. Some resignees turn into boomerang employees. And others are more likely to recommend the company to someone else.

Gig Economy Expands

According to Ida Liu, the Global Head of Private Banking at Citi Global Wealth, the number of people using gig work for their primary or secondary income has more than doubled in the past five years, comprising over a third of the total workforce.

Assuming this increase is driven by the workers themselves, then this is yet another signal that the labor force wants more flexibility. And it has huge implications for the onboarding processes in human resources departments and team building techniques for project managers.

Integrating temporary workers into the company culture, and fostering strong team dynamics is a totally different game when people have commitments to other companies at the same time.

Conclusion

Change is always constant, but in the current labor market, we’re seeing even more of it than usual. Major shifts have dramatically impacted the priorities of both employees and employers.

These changes are largely caused by an increase in remote work and the gig economy. Plus, people no longer stay with the same employer as they traditionally used to, but change jobs with ease. Due to an increasing dependence on technology, some jobs are going away altogether. And hybrid work arrangements are the model of the future.

But the AI future that people like Andrew Yang have forecasted doesn’t seem to be coming to pass, where robots take over every job, and people need a UBI just to get by. Rather, the landscape is looking more nuanced. Employers in fact are eager to recruit and retain employees.

Whether you’re an employee looking for work, or a recruiter in human resources, you’re feeling the effects of these changes. It’s probably exciting but also a little unnerving to navigate them, and all their ripple effects. It requires patience and an ability to remain calm in the midst of uncertainty.

How Workplaces Scale and Adapt Using Strategic Agility

Strategic agility in the workplace

In the bestselling book The Goal, author Eliyahu M. Goldratt works as a manager for a chaotic production plant that’s drowning in work-in-process inventory and chronically misses shipping deadlines. He seeks the advice of an old friend, Jonah, who counsels using the Socratic method, focusing on the simple question: “What is the goal of your manufacturing organization?”

Eli swings and misses with his first attempts to answer the question, surmising that the goal is either to improve efficiency, or to increase power or market share. Then he recognizes the obvious answer staring him in the face: the goal of his plant is to make money.

“And, by the way, there is only one goal, no matter what the company,” says Jonah, while going on to advise Eli on how to organize his production processes around this goal, with a method now known as the theory of constraints.

Even in our rapidly changing market, where both products and the needs of customers seem to change overnight, Jonah’s claim still rings true. The goal of any company is to turn a profit, while remaining true to its core values.

Achieving this goal, however, requires adaptability and continually innovating processes and products to solve customer problems and needs.

Strategic agility is the science behind this constant demand for change. It entails forward thinking and requires organizations to adapt its vision to suit the evolving market.

Are you struggling to be adaptable and agile in your organization? If so, you’re not alone. Oftentimes, companies incorporate expensive technologies that don’t really improve the bottom line. Or they’re too fixated on current processes and systems to make any changes at all.

From identifying what fosters innovative thinking, to looking at what gets in the way, to identifying where to start with a transformation, let’s take a look at the ins and outs of strategic agility in the workplace.

Components of Strategic Agility

Three Components of Strategic Agility (With Examples)

For many businesses, simply keeping up on orders and getting the product out the door on time is enough to keep every person on staff working until late into the night. The organization may have an excellent product or service, but adding adaptive frameworks really squeezes existing resources.

Amanda Steili, author of the book Agility Advantage, says that organizations must set aside resources exclusively dedicated to innovative and forward thinking.

She has outlined the three key aspects of strategic agility: market agility, decision agility, and execution agility. Let’s look at all three.

Market Agility

This entails closely looking at what is going on in the market right now, and from there, anticipating what’s going to happen next. Market agility means looking two to five years ahead, and forecasting what’s up around the bend.

Decision Agility

Once an organization develops an understanding of the market and its direction, the next step is applying this knowledge. What opportunities do market changes offer to the company’s existing products and services?

Execution Agility

And finally, execution refers to an organization’s ability to make changes to products and services, and to remain open to more changes further down the pike. Soliciting feedback from employees is helpful at this stage, as they offer hands-on insight into what works with the current processes and what doesn’t.

Strategic agility entails not simply forecasting and looking ahead, but also an ability to really make changes. A truly agile company incorporates all three components.

Examples of Strategic Agility

Examples of Strategic Agility

When an organization doesn’t see telltale signs or read the writing on the wall, it ends up missing shifting trends in the market. At other times, companies listen closely to customers and acclimate quite well.

Take the company Netflix, for example. It started out as a little tadpole back in the 90s, when Reed Hastings got frustrated with the existing system: he didn’t like paying late fees to rent movies! And, as the story goes anyway, the idea for a mail-in movie service was born. As the demands of the market changed, Netflix shifted its products from DVDs to streaming. And as it became more international, it began investing in locally-produced programs and series, in order to suit the needs of its new customers.

On the other hand, Coke has come out with some real doozies. When it released Dasani water bottles in London in 2008, it didn’t take long for the market to realize they were being sold tap water at an astronomical price. Or in the 80s, when it released a sweetened “New Coke” to match its rival, Pepsi, it failed to read the market and understand that its core customers were loyal to the same old Coca Cola taste.

Just recently, Coke has released hard seltzers and caffeinated beverages into the market, presumably to reach millennial customers, who’re less keen on beer than their predecessors. How will these products fare? We have yet to know.

And so as you can see, when a company is being strategic and agile, it’s not only reading the market, but executing on a product that meets the customer’s needs.

Customer and the Bottom Line

The Focus: the Customer and the Bottom Line

Strategic agility is like being a chameleon. It means adapting your product or services, depending on the environment you find yourself in. In order to do this, it’s critical to have the right orientation. Going back to The Goal, the chief reason Eli struggled at his plant is that he wasn’t clear about the organization’s ultimate goal: to make money.

A happy customer is at the crux of financial success, and so in order to effectively apply strategic agility, the organization must be customer-oriented.

This requires, first and foremost, understanding who the customers are. What are they like, and what problems do they have? It’s helpful to brainstorm several types of customers, giving them details such as an age, gender, likes, dislikes and a background. All these details help identify their problems and needs. The creation of these personas doesn’t come from the imagination, but rather from extensive research of the market and talking to existing customers.

With specific ideas about the customer, it’s possible to brainstorm around creating a product or service that solves their needs in the moment.

A next step is brainstorming where the customer will be two or three years from now. How will they be solving these same problems? What sorts of competition comes into the mix?

Using this knowledge, it’s then possible to work on the operations of the company, closely looking at the crossover between user experience and the cost and process for creating the product.

When strategic agility isn’t hyper-focused on the customer, then solutions are created that don’t serve the company’s ultimate goal. Maybe you do have the latest and greatest technology, but even with all that expense, the bottom line isn’t affected.

It’s a bit like a chameleon changing his colors at the wrong times: sure it may look pretty, but as far as survival goes, the effort is completely useless.

Strategic Agility Implemented

Strategic Agility Implemented

In addition to brainstorming and ideation, strategic agility entails continual upheaval in an organization’s processes and systems.

Careful research is critical before making big changes, in order to determine that the changes really solve problems. This includes talking to the people who do the work, and listening to their insight.

Lisa Levy is an organizational change management specialist and the founder of Lcubed Consulting. Through her experience creating adaptive frameworks for organizations, she has identified the key stages organizations go through as they grow and scale.

1. Hire More People

In order to scale and grow, the first step is adding additional labor.

Let’s say a grocery store is remodeling and doubling in size in order to serve an expanding population. Initially, it must hire as much as twice the labor, in order to manage the new checkstands and keep the shelves stocked.

This step is very expensive, so the organization must budget and plan for it.

2. Refine Processes

When the scaling is achieved and the new labor is working away, it’s time to refine the processes.

Efficiency experts look at systems to understand how much labor is really needed in various areas, and at what times. With this information, it’s possible to strategically allocate labor only when it’s utilized

In a grocery store, for example, maybe the coffee bar only needs one barista for the afternoon shift, rather than two.

3. Automate With Technology

A final step is automation. As stated earlier, technology doesn’t automatically equal good. It’s necessary to look at the problem technology solves in order to determine if it improves the customer’s experience.

Consider automated check stands in a grocery store. Before installing this sort of expensive, sophisticated equipment, leadership considers if there’s a customer demand for it, and if so, how many should be installed.

In order to scale successfully, organizations go through these same steps over and over again. When setting out to make changes, it’s good to leverage the resources already on hand, and then add and expand from there.

Reasons Why Processes Fail

Four Reasons Why Processes Fail

Have you ever heard that anecdote about the woman who always cut off the ends of her roasts before she cooked them? When asked why, she said “Oh, this is the way my mother did it.”

When her mother was asked why she did it, she said, “Oh, that was the way my mother did it, so I guess you’re just supposed to.”

Finally, the grandma is asked why she cut off the ends of her roasts, and she says: “Oh, I cut them off because the pan I use is too small to fit the entire roast.”

Just like everyday people, organizations oftentimes get caught up in systems and work processes without giving them much reflection or examination. The organization gets in the way of its ability to make progress.

If you’re looking to scale or adapt your organization, here are four things to look out for.

1. Institutional Inertia

Just like the woman cooking the roast, oftentimes organizations go about doing things simply out of habit or tradition. There are deep grooves and patterns around processes and ways of thinking, and no one questions why things happen at all. It’s kind of a “well this is how we always did it, so it must be right,” mindset.

Maybe the accounting department spends hours at the end of the month creating report after report that simply gets sent to another department and filed away, without any examination or strategizing around them. Or maybe the team meets weekly, but doesn’t have an agenda or desired outcome for the meeting.

When organizations haven’t identified how certain actions serve the bottom line, it may well be wasting time and resources. Doing things simply out of habit often means money is left on the table.

Examining your own processes and systems for inefficiencies entails looking at them from two points of view. First, ask a lot of “why” questions. Why do we have this weekly meeting? Why do we create these reports each month? Secondly, look at the overall goal of increasing the bottom line, and ask what action steps must be taken in order to achieve it.

2. Rapid Processes

“Let me tell you, to stay competitive these days, we’ve got to do everything we can to be more efficient and reduce costs,” Eli tells Jonah in The Goal. Fast and cheap, Eli goes on to learn, however, doesn’t always mean better.

Sure, maybe a garment factory can figure out how to make a t-shirt in half the time and with a cheaper fabric, but what does that spell out in terms of quality, and ultimately in sales?

The project management “good cheap fast” triangle is helpful for guidance when considering the tradeoffs between time, cost and quality.

Rapid Processes

The principle of the triangle is that you must pick between something being high quality, inexpensive, or quickly made. And you can only have two of these choices.

For example, if you choose “fast” and speed up the production time, then either the quality suffers, or the price increases.

Although an organization may superficially think speeding up its processes is the solution, it may well make a different evaluation when it considers the tradeoffs. Can it stand to cut down on quality or increase prices?

3. Undocumented Processes

Have you ever worked at an organization where one person lived in a world of his or her own, completing all sorts of essential work independently from anyone else? When a foundational person like this departs, then it’s like a house of cards falling down. No one can pick up the ball, because all the work was unknown.

For an organization to have a strong foundation and scale with success, all processes must be documented and repeatable. This makes it possible to train more people in the same task, and for someone to assume responsibility for a position in the incident of a sudden departure.

One way to tell if your organization has effectively documented and cross-trained is to ask: What would happen if certain people were suddenly not to show up one day? Would anyone be able to pick up the slack?

4. Short-term Focus

Sometimes an organization has no mental space for looking ahead. Maybe they’re 100% focused on quarterly earnings, or completely spent just performing the day-to-day operations. Or else an organization is so cemented into its current way of being, that it can’t imagine a different version of itself.

Strategic agility entails looking into the crystal ball, and having the ability to morph a product or company identity in order to meet a changing market. If an organization is into print media, then maybe it needs to transition to digital. Or a brick and mortar store might set up an online store as well.

In sum, it’s easy for organizations to set themselves up against strategic thinking. Doing things out of habit or thinking short-term precludes any ability to adapt and change. Agility is about making space for innovation.

Strategies for Being Adaptive

Strategies for Being Adaptive

Strategic agility is like being an athlete; it entails being limber and having the ability to flex backwards from time to time. Just like an athlete, this doesn’t come without training.

Here are three methods for organizations to adapt strategically and with ease.

1. Make Room for Agility

Strategic agility requires an entirely different mindset from focusing on the here and now. It’s about giving up control, acknowledging flaws in the current ways of doing things, and having an openness to change.

The research and development behind making strategic changes also requires a lot of resources, and so it behooves an organization to have a position or even a department dedicated to scaling and adaptability.

It also entails empowering employees to provide suggestions and listening to them for feedback, and setting up a system for hiring forward-thinking employees in the first place.

2. Set Learning Goals

Setting income and production goals are no-brainers for most companies.

However, scaling with strategic agility requires education about the market, new technology, and competitors. And so an adaptable organization also sets learning goals.

With the rate at which things change, without a continual dedication to education, the entire organization would be living under a rock in just a short time.

3. Brainstorm and Test Ideas

Creating innovative products is a process. After doing a lot of market research, a dedicated team brainstorms around an idea or new product. And then it tests prototypes with selected customers in order to receive feedback.

When something looks like it has potential, the next step is bringing the product to the market to see how it fares.

Implementing strategic agility entails being forward looking. It uses a completely different set of skills than maximizing the bottom line in the present moment.

The More Things Change

The More Things Change

Whether you’re a tiny start-up of three employees, or a Fortune 500 company, every organization encounters the demand for constant innovation.

Unexpected change is always up around the corner, and strategic agility is part and parcel to keeping up to speed and staying relevant.

However, even amidst the constant change, the core goals for a business remain constant: it’s always dedicated to earning a profit by meeting customer’s needs. When focused on this goal, the organization is able to scale in such a way that it continues to flourish.

Strategic agility, then, is a delicate balance of staying true to core values, while also being limber enough to change. This agility demands an openness to learning and assuming risk.

When an organization becomes set in its ways, it’s unable to make significant changes. Overcoming this entails thinking long term, scrutinizing procedures, and documenting processes. An adaptive transformation may require receiving advice from an expert.

When an organization leads with agility, it stages the framework for growth from one cycle to the next.

10 Factors Influencing Successful Outsourcing

Factors influencing successful outsourcing

From small businesses to large companies, many professionals are looking for ways to make outsourcing successful so that it is easier to achieve higher, more creative objectives. Whether this is done domestically (within the United States) or globally, outsourcing has proven to be a positive force for organizations, allowing for the team to move forward with streamlined processes as well as steady and focused momentum.

However, as with all crucial business decisions, outsourcing business processes that were once originally performed in-house is a big step forward for the company, needing the buy-in of all the relevant contributors and a thorough review of the third party being considered to be brought on to help support the team. It’s important to examine the factors influencing successful outsourcing in order to make the best, most informed decision for the team – and organization – as a whole.

What is Outsourcing

What is Outsourcing?

First, let’s revisit the meaning of outsourcing. Outsourcing is defined as the business practice of having a third party take over and perform the tasks or operations originally done by the company’s in-house team. This does a few things for the company:

  • Saves time and money – Outsourcing helps cut down on costs, including overhead. For example, the hourly rate for a junior software engineer may start around $50-80 per hour in the United States. However, this can be much lower in other countries. For example, in the Philippines, the same position can start anywhere between $15-20 per hour. The hiring process also includes the price of recruitment, onboarding, training, benefits, and pay package compensation that drives up the total cost of an employee. When a company chooses to outsource its services to a third party, they eliminate the need to worry about the cost of fringe and can maintain control over the budget, allocating expenses to other areas of the business. Additionally, although there is a legal process in place to ensure that the working relationship is carefully captured in an agreement, the third party’s workforce will essentially be ready to go the moment the agreement receives official signatures. This allows for a quicker turnaround time than onboarding an official employee, who still needs to proceed through required HR formalities.
  • Creates focus for the team – With other essential business functions under the control of a third party, the team is given a degree of flexibility that allows them to meet (and often exceed) their assigned tasks. Employees will feel less burdened as they’re not being pulled in multiple directions with less time to focus on their own duties. Having focus drives morale and can simultaneously contribute to a healthy and positive work environment.
  • Offers a wider talent pool – Recruiting for a position within the company always has the potential to pull a wide array of candidates, some more qualified than others. However, part of the recruitment means that an organization may be limited to the number of candidates that apply for the position, which can be a frustrating experience for many hiring managers looking to hire relatively quickly but are disappointed with the number of qualified applicants. When a company decides to outsource, this opens up a wider pool of talent (including specialized professionals) not only from the entire country but across the globe. For example, many companies choose to outsource their entire IT department to a third party in order to have this particular service taken completely off their plate. India continues to be the top destination among companies in the United States due to a limited language barrier, relatively young population, a high number of graduates in the computer sciences, lower labor costs, and the competitive edge of being on top of the latest technology trends.
  • Streamlines internal processes – Outsourcing is a common practice for companies searching for ways to streamline many of their business processes. This usually is a product of an internal review of what’s been working smoothly and what needs improvement. For example, if the leadership of a call center is aware that the team receives a high volume of calls between the hours of 12 PM-2 PM and is consistently pulled out of essential meetings to attend to these calls, the company will need to evaluate the cost of their employees having to work later to meet their basic objectives for the day. Business process outsourcing enables companies to redirect focus to core functions by offloading specialized tasks to external experts. In this particular case, outsourcing this operation to a third party who offers customer support as one of their main services, may be a decision that the company will have to take into consideration. Access to specialized services
  • Access to specialized services – Accompanying a wider talent pool means exposure to specialized skills and experience. In fact, a company will be able to find exactly the talent that will best help the team and support the organization as it continues to grow. For example, the most common outsourced services are:
    1. Accounting
    2. Bookkeeping
    3. IT
    4. Customer Support
    5. Social Media marketing
    6. Payroll
    7. Web Design
    8. Legal Services
    9. Healthcare
    10. Human Resources
    11. Research & Development
    12. Engineering
    13. Data Entry
    14. Computer Programming
    15. Content Writing

    Because companies usually have a specific need, they can search for a third party that operates solely within that professional arena.

  • Meets the demands of the market – There will be times when a company may need to expand or evolve in order to meet the demands of its particular market. And other times, the need to slow down may also be a possibility. Outsourcing makes both of these processes simpler and faster. For example, if a company needs to focus on more innovative tasks to propel the company’s reputation forward, basic operating procedures that are occupying too much of the employee’s time will need to be diverted to a third party who can seamlessly take over the process, allowing the team to focus on a bigger vision.

  • Cultivates cultural competence – Outsourcing to a third party from abroad can create some unexpected benefits such as cultivating cultural competency within the workplace. Working with a service provider with a vastly different culture from one’s own is an enormous learning experience. Often, the two companies learn from each other through experiences and trial-and-error. But in the end, it can increase understanding and awareness of other cultures than our own and help create a diverse workplace environment.

Domestic Or International Outsourcing

We’ve mentioned that outsourcing can be done domestically or internationally. So while a company considers the possibility of outsourcing work, It’s important to keep in mind that there are three distinct types:

  1. Offshoring – Outsourcing work to a different, distant country.
  2. Nearshoring – Outsourcing to a neighboring country often with the company’s own time zone.
  3. Onshoring – Outsourcing within the company’s own country.

Offshoring and nearshoring have been the most popular choices for a company looking for a way to save on costs, however, all three have both benefits and disadvantages. It just depends on the needs of the business, what kind of service they’re looking to outsource, the designated budget, and their capacity to help with the transition in the beginning stages.

Outsourced freelancing success is entirely dependent on a few key factors. Let’s discuss the things to consider before outsourcing that will help pave the way for expansive growth.

Things to Consider Before Outsourcing

10 Things to Consider Before Outsourcing

There are many determining factors that contribute to successful outsourcing. In order to efficiently streamline processes that benefit the whole organization and truly act as strong pillars of support for everyone involved, here are the top points of consideration when it comes to making the best decision for the business.

  • What is the expected level of supervision? – The level of supervision should be kept to a minimum. After all, they are the party assigned to take over the process entirely with minor intervention from the core team. They should be producing considerable results independently and in line with the businesses’ expectations. And unless there are special circumstances that require either the leadership or the team to take over, the operations should be entirely under their umbrella. Of course, in the beginning, there is a learning curve as the new members adjust to their new team and procedures. However, after a designated training period that makes sense given the type of work, the third party should be able to spearhead their new assignment. On the other hand, too much supervision and intervention from the core team defeats the purpose of bringing in another layer of support and could end up being a drain on internal resources and stretch employee capacity further. This is one of the many factors that should be taken into serious consideration as an organization makes a decision about outsourcing.
  • Are they trustworthy? – Trust is earned in the workplace, and this is especially true for a third party both domestic and international. Businesses looking to successfully outsource will need to be diligent in their research of the location, their prospective service provider, reviews, and reputation. Word-of-mouth becomes extremely useful when looking into different providers as well. So what can an organization do to help narrow down its options?
    1. Is their website organized and easy to navigate?
    2. Do they have a clear infrastructure?
    3. Can they be easily contacted?
    4. Is their team showcased on their website?
    5. Are testimonials available?
    6. Are they located within a logical time zone and region?
    7. Do they have any recognizable brands attached to their portfolio?

    Until the business has a call with their prospective third-party service provider, these are small ways in which the organization can proactively perform an assessment and establish a type of trust in the beginning stages. Clear point of contact

  • Is there a clear point of contact? – Another factor that contributes to successful outsourcing is having a clear leader/point of contact if any issues (or questions and updates) were to come up. It’s important that the organization understands who is on their team and who leads (or supports) them. If this isn’t clear from the beginning, and the organization of their internal structure seems disjointed, this is a red flag and a glaring sign of disorganization and miscommunication in the future. Service providers with a clear point-of-contact such as a team lead or project manager will help create a process that is simpler for both parties when it comes to communication across teams. This becomes especially important for wide time-zone gaps, multilingual teams, and multiple project deadlines. Collaboration is the key to successful outsourcing and can preemptively stay ahead of misunderstandings in the workplace.
  • What is the expected turnaround time on the delivery of work? – While some third-party service providers offer lower rates overall and are simpler to bring aboard, there should also be clear expectations on the delivery of the work and the turnaround time. Collaboration and regular communication with the team lead or project manager is paramount to meeting essential deadlines. If the third-party consistently misses project deadlines, this will create a backlog of work, holding up the process with the team who will be unable to make any further progress until the work is delivered. This is a major decision-making point when considering outsourcing particular business operations. Expectations on the timing of delivery and quality of the work should be discussed beforehand, during the preliminary meetings, and should be solidified in writing. These early meetings should also be a platform to address any questions surrounding the methods for product delivery so that all parties are on the same page.
  • How is communication handled between teams? – Effective communication between teams, especially a third-party service provider located in another country, is absolutely vital to successful outsourcing. When offshoring, there are multiple factors to keep in mind including time zone differences, language barriers (if any), and cultural variances that could potentially impede communication. Project managers, or an upper-level manager, should be coordinating these efforts for the best, most streamlined results. Without a central point of contact, communication becomes chaotic and uneven, often producing underwhelming deliverables and missed deadlines. It’s important that expectations on the methods of communication be clear, too.If there are certain channels used to address any questions or provide updates, access to these platforms should be given immediately to avoid any disruption in workflow. Additionally, recurring team meetings should include any relevant members of the third-party service provider so they remain up-to-date on the progress of specific assignments and are able to virtually meet their colleagues. This helps everyone feel more familiar with one another, allowing for relationships to form that can help facilitate easier work interactions. Including the third party in these meetings also fosters a healthy work environment that values everyone’s input.It’s also essential to be clear on working hours, time off, and holidays for both parties, especially if there is a sizable difference in time zones. Both businesses must be upfront with the availability of their respective staff to avoid any miscommunication or bottlenecks. Some offshore businesses are more flexible than others, offering to extend their working hours (or be available for work during their country’s holidays) to meet specific deadlines if needed. Just keep in mind that the hourly rate for the third party could potentially increase if they work during holidays or beyond designated working hours, which is why tight scheduling and coordination between teams is a must. Can a business consider more than one service provider
  • Can a business consider more than one service provider? Absolutely. It’s good to have the opportunity to speak to a few freelancers or agencies and learn more about their services and what they have to offer. Looking to outsource business operations is a big decision. And while it can certainly be budget-friendly and reduce overhead costs, it’s important to understand that you’re looking for the best services. If your business is searching for ways to grow and build revenue, then finding the best fit for the business is the number one priority. While the search can sometimes be challenging depending on what you’re looking for, it’s a smart decision to consider a few quotes and find connections with the third party(s) in question.
  • Is the third party using the latest tools and technologies? – One of the reasons why businesses choose to outsource is to stay competitive in their industry. To stay ahead of their competitors, outsourcing to a partner who uses the latest tools and technologies is paramount to successful outsourcing. This is especially prevalent in the field of IT but can be applied to a number of professional fields such as Research and Development and Finance. To deliver the promised quality of work, the tools they implement to complete their tasks make a huge impact on the working relationship. During the preliminary meetings, it’s essential to ask these questions:
    1. What tools will you be using to complete this project?
    2. Have you worked on similar projects before?
    3. What kind of companies have you worked with in the past?
    4. What is your technology stack?
    5. What does the development process look like on your end so I can get a better idea of how you work?
    6. What is my role in the project?
    7. What collaboration tools do you use for a project?

    It’s best practice to ask these types of questions before you move forward with a third party.

  • Do they provide an SLA (Service Level Agreement) – An SLA is a commitment in writing between a service provider and their client. It clearly outlines the level of service expected from the provider, responsibilities, any significant due dates previously agreed upon, expectations, and penalties (if any) should the work not meet expectations or cannot be achieved. The SLA acts as an extra layer of protection for both parties, making the terms (and the expectations of the partnership) clear. SLA’s can sometimes involve the review of a lawyer, who can ensure that the language is appropriate and air-tight in case of any legal issues down the road. This is another way to ensure outsourcing endeavors are successful, by having an official document in place that fully describes the nature of the work and all relevant information, eliminating ambiguity and confusion. What is the cost involved
  • What is the cost involved? – There are many costs that go into recruitment and hiring that all managers need to keep in mind:
    1. The cost of job board posting (and extension fees if the job is posted for a longer period of time)
    2. Hiring volume (the number of roles needed to be filled)
    3. Candidate assessment costs (if applicable)
    4. Internal/external recruiter fees
    5. Interview costs
    6. Compensation package
    7. Benefits/Fringe
    8. Training
    9. Space
    10. Equipment

    According to a survey of businesses completed by the Society for Human Resources Management (SHRM), the average cost per hire is approximately $4,000. To make the best outsourcing decision for the business, these costs must be compared to the costs of hiring a third-party service provider. Outsourcing should yield profitable results, not costing just as much, if not more, than work that can be performed in-house. However, quality should not be sacrificed for quantity. When reviewing potential third parties for outsourcing needs, you will need to discover the appropriate balance between getting the quality of services you’re looking for and the overall cost.

  • Is the third-party service provider a right fit for the organization’s vision? – The vision for a business is where it sees itself in the future. It keeps in mind the customers they are serving and what they want to achieve in their particular market. It’s about what they want to be known for. While there are many other factors that make true business sense when considering outsourcing to a third party, it’s important to keep in mind that they must be a good fit for the work culture and the mission of the business. They not only need to be able to support the team, but they need to be able to see the vision itself and be motivated to produce the work that gets everyone to this goal.

In Conclusion

There are many factors that influence successful outsourcing. Understanding the business’s essential needs and demands of the market are crucial decision-making points when beginning your outsourcing journey. While one of the biggest reasons is to cut costs, there are a number of non-financial reasons to consider while making the choice to outsource specific operations to a third-party service provider. With diligent research and thorough and pointed initiatory questions, you can create a situation where your business is thriving with the help of successful outsourcing.

7 Project Performance Measurement Methods for Your Business

Project Progress & Performance Measurement Methods

Providing updates on progress is something every manager will need to do. It could be to appease the stakeholders or to make sure everything is staying on track. Whether you need to compile a report or present findings in a meeting, knowing the best measuring project performance techniques is a must-know for every project manager.

Projects can be derailed if they aren’t monitored correctly. Accurate measuring is essential for noticing early signs of issues that could disrupt the progress your team is making. Therefore, project managers must understand the accuracy of the data they have, the type of measurements they should use, and the record systems the company has in place.

This article will go over 7 key ways on how to measure project performance. Ensure the success of your business by using these methods to monitor and control the performance of your team and the progress of your projects.

Key Benefits of Project Performance Measurement

Key Benefits of Project Performance Measurement

When you undertake a project, you make a commitment to deliver the goods on time and within budget. Unfortunately, the reality is that many projects fail at meeting these markers with leading causes coming down to poor estimations, limited budget, limited resources, poor forecasting, and bad communication.

Implementing strong project performance measurement methods gives you better insights into how things are progressing. By increasing visibility and forecasting, project managers can make adjustments to plans and ensure the swift delivery of their goods.

With the additional data that comes from measuring project performance, there is an increase in communication and teams will be able to predict when resources may run out. If any trends are forming, project managers will be able to monitor these and any negative behaviors can be addressed.

Project teams will also benefit from the additional data as it will improve their estimations for future bids. By collecting project performance data, project managers and their staff gain hard skills in forecasting and working efficiently. They can draw on previous experiences to help ensure the success of other projects they undertake.

Manual Experience

The first of the project performance measurement methods is all down to your own experience and opinion which can often be the first sign of something that doesn’t work. As this is a subjective measurement, you should try to back it up with objective facts before presenting your findings to the stakeholders.

Relying solely on your own opinion may cause conflict between the manager, team, and project owners. However, your own experience is valuable and likely a big part of the reason you have been hired for the job. To ignore what your gut is telling you would be foolish and if there is a legitimate cause for concern, it should be raised with the decision-makers.

When using your own experience to say something is or isn’t working, you need to approach the situation carefully. If egos start to come into play, your colleagues may try to claim you are biased. This is why it is a good idea to collect data that can back up your claims. It is particularly important if you are going to claim that the project is being inefficient or something isn’t going to work. However, ignoring your intuition and the project failing will be the worst outcome possible.

Start and Finish

Start and Finish

The next method focuses solely on the starting and finishing point of the project. A key measurement is the current status at the start and how this compares to the end. Were the deliverables handed over on time, on budget, and on specification? You want each of these metrics to be a resounding yes, but that’s not always the reality.

The results can help to inform the next project undertaken and adjustments can be made based on historic results. Using this method for how to measure project progress is most useful for those with a shorter duration. Longer projects will benefit from additional measurement points to ensure that things are progressing smoothly.

If the project’s complete data is too hard to collect then you will be able to obtain a percentage at the start and the remainder when you have finished. These percentages should be determined before the start date and should be agreed upon with the product owner or contractor for the project. There are three common ways of splitting up the data points:

  • 0/100 earned value method. This is most useful with experimental projects where gaining value can only occur once the tasks have been completed. There are no objective points during project progression to obtain data that can be used in reporting. Essentially, this will help to set standards for future, similar projects.
  • 20/80 earned value method. This rule is used when you need to track tasks with a higher value that may take a longer time to reach the end. At the start of the project, you will earn 20% of your progress.
  • 50/50 earned value method. This is the most commonly used method and it means you can mark 50% of the project as complete once it starts. The remaining 50% is earned once the project reaches completion.

Measured by Units

Measured by Units

Tracking tasks by units is a great way to monitor those that need to be repeated throughout the project’s lifecycle. Repeating tasks should typically take the same amount of time which makes it easier to track progress. Cost and effort should also stay roughly the same even if repeatable tasks are done by different people.

Let’s use apples as an example, if you are preparing apples for display at your market stall, you may need to give them a shine to make them more appealing. If you have 100 apples that will take 20 seconds to shine, you’ll earn a percentage point for every apple completed.

This can be applied to almost anything within a project as long as it’s needed multiple times. If you have three cars in for tire changes, you’ll earn 33% for each car you complete. As a measuring tool, this method is easy to monitor, however, it is less useful for tasks that will only be completed one time.

Measured by Deliverables

To measure by deliverables you need to subtract the number of tasks accepted by the client from the total amount of tasks needed. Before the start date of your project, you should have defined the deliverables with the client. If you have signed on for multiple goods, you can earn percentage points for each accepted one.

For example, if you are a video editor and a client has contracted you for 10 videos over the space of a month, you may not have specified deadlines for each video. However, all deliverables will need to be returned in 28 days. Now you can earn 10 percentage points for each video you send back to the client.

Measuring by deliverables works well as a project performance progress method only when there is more than one needed. If you have signed on for a single deliverable, you will gain 100% of the points when it is delivered. When dealing with multiple deliverables, percentage points can be divided between each task. You can earn the points only when each task has been delivered to the client.

Measured by Hours

To measure by hours you need to estimate how long the project will take to complete. This can be based on previous experiences or decided with the client in advance. In order to accurately monitor percentage points, you divide the actual hours completed from the expected total hours.

For example, if you are a carpenter who has been commissioned for a chair from your catalog, you’ll have a good idea of how long this takes to complete. If each chair takes 10 hours from start to finish you will earn 10 percentage points for every hour you work on the chair.

Measuring by hours is great for projects that are similar in scope, especially if you’ve done like-for-like work in the past. Sometimes things don’t always go to plan so it’s worth building in a small buffer when specifying the delivery times with a client. It’s better to deliver something slightly early than risk being late.

Measured by Milestones

Measured by Milestones

For bigger projects, you should consider measuring performance by milestones. If you’ve been contracted for multiple tasks then you can assign percentage weighting to each of the individual tasks that need to be done. It’s a great method when you’re dealing with projects that have more than one deliverable but are part of the same package.

Let’s say you work for a design house and a company has approached you for a complete rebrand of their online identity. Your tasks include a new logo, redesigned website, social media strategy, and promo material. Each task can be assigned 25 percentage points or they can be divided according to the amount of work required.

For example, 15% for the logo, 15% for promo material, 25% for the social media strategy, and 45% for a new website. This can be decided internally for your monitoring or decided with the client.

Milestones are a great way to identify different tasks and track the progress of each of them within a project. While one person works on the logo, someone else can be working on the website, and as soon as one part of the project is complete you’ll earn the percentage points assigned to that task.

Measured by Cost

Measuring by cost is another method for monitoring project performance that works best for something long-term. You will need to forecast the expected costs for the deliverables, which can be agreed upon with the client before the start date. As the project progresses you can take the cost spent and divide this from the forecasted total which will give you your percentage points.

For example, if you forecast the total cost as being $1000 then you will earn 1 percentage point for every $10 that’s spent. Measuring by cost makes it clear how much money is left in the budget to complete the task. It makes it easier to understand if a project is likely to come in over budget or not.

The cost method works well for project managers who can easily determine how much the deliverables will cost your company to produce. You can use your previous experience to help determine this or you may have to work within a budget set out by your boss, or the client.

How to Make Your Project A Success

How to Make Your Project A Success

To ensure the total success of your projects there are some key tactics for you to understand. Measuring performance is vital for communication, understanding, and team growth. However, you can also make sure your projects are successful by setting them up correctly and using these methods to deliver results.

  1. Project Scope

Before you start anything make sure that you and your team understand the scope of the project, leaving nothing open to interpretation. If you know exactly what the client wants you’ll be able to deliver it and ensure they are happy with the results. Define the roles and responsibilities for each person in your team and what will determine project success

2. Plan out the tasks

Create a spreadsheet or use the project management platform Teamly to document each of the tasks that need to be completed along with who is taking ownership of it. List tasks based on their priority and double-check this with the client or your manager to make sure the most important things are being done first.

Sit down with your team to talk about the tasks and make sure they understand the priority levels for their jobs. Tasks in the critical path need to be completed in succession, one can’t start until the one before is finished. If tasks are split between staff, they need to understand what roadblocks could be encountered.

3. Keep everyone in the know

Communication stands tall as the most important thing a project needs to be a success. You need to keep stakeholders and your team in the loop with project progress. Should the project not meet the required milestones on time, let your team know and reprioritize to ensure the team can catch up. Meetings are key.

You could have a weekly meeting where everyone discusses what they did last week and what this week has in store for them. Alternatively, a 15-minute daily stand-up is a great way to stay in the loop without causing much disruption to people’s progress.

4. Escalate problems without delay

Sitting on a problem is a big mistake, they won’t just go away and the longer things are delayed the worst they get. It’s part of your responsibility to take ownership of issues and make sure they are raised with the right person. You should investigate an issue as soon as it’s found to determine how serious it is and if there is a root cause.

Chances are you will find a quick fix that can be implemented without further intervention. However, bigger issues that will impact the success of the project should be communicated with your manager or the product owner so that any significant decisions can be made.

5. End the project the right way

Once all the deliverables have been approved you can end the project before moving on to your next one. However, before you start something else you should evaluate the success criteria of the project and how well the team met these targets. This is essential for individual and team growth and helps to ensure the success of future projects.

New projects always uncover different inefficiencies that can provide a valuable learning experience. At the end of your project, you can take the time needed to digest what happened and why. Check with the product owner and your manager to see if they were happy with the project, they may have additional insights that can help you grow.

Conclusion

The success of your project is determined by you and your team’s commitment to good practices. Learning how to measure project progress and performance is key to long-term growth and ensuring you stay on the right path. Which method you decide to use is dependent on the size and scope of the project being undertaken.

Project managers who can accurately measure their team’s performance have a greater chance of meeting deadlines on time and on budget. Experience plays a big role in this and the longer you’ve been working on a project the more intuitive you’ll be.

However, new project managers can set the foundations for success by keeping a keen eye on project progress. Implement a method for measuring the project and keep your team and the stakeholders informed of the results. Listen to your gut if you feel like something isn’t working, do the research to back up your feelings and lead your project to total success.

The 6 Most Damaging Results of a Poor Project Plan and How to Avoid Them

The Impact of Poor Project Planning

Project planning is the process of setting project goals and developing a plan for how to achieve them. It’s an ongoing activity that helps teams stay on track and reach their goals throughout the project’s life cycle, but it also necessitates organization skills, excellent time management, and good leadership qualities.

All projects must be managed and controlled to make sure they stay on course. In many cases, this involves making changes to the project’s business plan as more is learned about the risks involved and about how long a project might take from start to finish.

Whether you’re planning a home renovation or building a skyscraper, changes need to be made along the way, but you mustn’t stop planning. And you need to make sure that your plan is good and on target.

It’s no secret that poor project management can lead to disastrous consequences. But what are those consequences, exactly? And how can you avoid them? In this post, we’ll take a closer look at the consequences of poor project management and offer some tips for avoiding them.

What are the consequences of poor planning?

There are several consequences of poor project planning which, you’ve guessed it, can lead to disastrous consequences. Here are the 6 biggest ones:

  1. Increased expenses
  2. Delays
  3. Quality issues
  4. Client Relations breakdown
  5. Lacking motivation in your team
  6. Loss of trust by clients and employees

Increased expenses

1. Increased expenses

Some consequences of poor project management are not as obvious or immediate as others, but they can be just as dangerous in the long run. One such consequence is increased expenses.

As your team works on your projects, you shouldn’t be surprised when costs increase gradually over time; that’s normal and to be expected. However, if there is a sudden and unexpected spike in costs, that could be an indication of poor planning.

Let’s say you are planning for the total cost of creating an online store. In your initial estimation, you might think that the job will cost about $15,000. But as the project progresses and you realize how much work must be done – or if unforeseen problems arise – it may become clear that you need to spend more money than originally expected to complete the project. Suddenly, you find yourself thousands or tens of thousands of dollars over budget and you’ll need to go back to your client for more money.

So how do you avoid a budget-busting increase in expenses? Well, a project manager who uses a proven methodology for budgeting is less likely to experience surprises when it comes to the final costs.

Therefore, project management must include dedicated study, monitoring, and forecasting. You must have all of the necessary information and data to create a realistic cost baseline.

You should also have the procedures in place to effectively track and report on any cost variances. A competent project management team would consider all possible methods for saving money and would never let a penny go to waste.

One way to get to an educated estimate is to take the time to compare the project to other similar projects on the front end. If you’ve done this sort of work before, look at your previous projects or use market research to get the best possible estimate.

Over time, you’ll begin to learn how long similar tasks typically take and you can account for this in your new project. This will give you an educated estimate based on previous experiences, which is always better than just guessing.

If you happen to be in the middle of a project and you see something unexpected, like a large cost increase, don’t ignore it; if you suspect something might be amiss, investigate to find out what’s going on and make the proper adjustments while communicating with the client.

Delays

2. Delays

Another danger of poor project management is the increased risk of delays. Your team may have underestimated how long a task will take to complete – or perhaps unforeseen issues kept popping up. This is unfortunately common; you might be surprised by how often projects get delayed.

The problem is, on some jobs, a delay can add up. If your team misses deadlines continuously, then the project may fall behind schedule and that will impact the final deadline. What’s more, this can snowball into expensive consequences down the road; if your project is running late, then you’ll likely have to pay your team overtime rates.

Delays also impact other factors in a project. For instance, if your staff misses deadlines for milestones, then they may miss them on the entire project. You could even experience delays due to missed milestones or because work wasn’t done properly the first time around.

If a project gets delayed, you’ll have to work extra hard to meet the new deadline. You may even have to bring in additional help or hire more staff if that’s an option. However, you cannot just push back the deadline repeatedly because that will put your client – and your project – at risk.

All of this could have been avoided with proper planning and monitoring.

How to avoid project delays? It’s important to stay on top of any delays and make sure that your timeline stays in place. One way to ensure this is by having a dedicated team member whose only responsibility is staying on top of deadlines. This person can offer updates at relevant times and serve as the liaison between your team and the client.

If you go back to our example of the online store, if the project manager had ways to track schedule progress, he or she might have seen a delay was imminent and could have taken steps to fix it. This is why management tools like Teamly are so important because they can offer real-time updates to keep you informed.

Quality issues

3. Quality issues

Another problem with poor project management is the risk that your final product will be of inferior quality. The reason for this is twofold: you might need to rush a task or do multiple things at once, and your staff may not have enough time to complete all of their tasks properly.

When rushing a task, it’s easy for mistakes to happen. You could end up overlooking important details or rushing through something that would have taken more time if it had been done properly the first time around. If your team members are working on multiple tasks at once, they might not have enough time to conduct proper quality assurance testing or carry out extensive research for each task.

If you set goals for your team to meet, you can help avoid this problem. This will ensure that your team members have ample time to complete their tasks and it creates an incentive for them to work harder.

Tools like Teamly can also be useful in this situation because it allows your team to collaborate more efficiently so that they don’t fall behind schedule or rush through tasks.

Client relations breakdown

4. Client relations breakdown

If you fail to stay connected with your clients, it will be more difficult to get their buy-in. If you neglect the client’s wishes or try to force something on them that they aren’t comfortable with, you could damage your relationship with them.

If you’re not attentive, then your client may go to another company that can meet their needs. This will leave you in a tough situation because now it’s difficult to rebuild your relationship with the client or find another one. You also cannot give them any guarantees about what happens to the work you’ve already completed for them so this damages your reputation as well.

To avoid this outcome, you should set up regular meetings with your clients so that they can provide feedback and ask questions. By staying in constant communication, your team members can ensure that they do all they can to meet the client’s expectations.

5. Lacking motivation in your team

If your team loses motivation, then their productivity will suffer and the quality of their work might decrease. This can happen for a couple of reasons. One, the task is too simple and gets tedious; and two, because the project plan keeps changing, and their efforts feel like they aren’t making a difference.

If the project is too easy, your team members will most likely get bored because they aren’t challenged.

If the project keeps shifting then your team members may lose interest in the project altogether because it’s always changing. This can also happen if timelines are continually missed.

Avoid losing motivation by delegating project assignments that are on the more challenging side. Consider that to sustain motivation, you must combat boredom. You may also prevent your staff from losing motivation by laying down a solid framework ahead of time. Plans are always subject to change, but you can at the very least provide your team some sense of where they’re heading in terms of milestones and outcomes near the start.

6. Loss of trust by client and employees

If you let the client down by missing deadlines and providing low-quality work, they will lose faith in you and your services. This might cause them to turn to another firm, which means you could be losing out on a crucial source of income as well as future employment possibilities.

Your team members may also lose faith in you if you don’t respect your own deadlines. If you fail to hold yourself accountable for your work commitments, then they may not respect the deadlines either.

Avoid this by setting clear goals with timelines that are feasible. You can set up milestones along the way to keep you on track and help your team members see their progress more clearly. If you’re late on delivering something, update them immediately

Meeting expectations is your currency in trust-building. To the degree that expectations are missed, trust is eroded.

Make sure your team and clients trust you, keep your promises, and depend on useful conversations by doing things the right way. To build and preserve trust, stay true to your word.

What needs to happen for success

What needs to happen for success…

So now that we’ve looked at the risks of improper project planning and what to avoid, let’s look at a few bullet points for achieving success…

  • The project schedule needs to be realistic so stakeholders can rely on the schedules being met.
  • Project deadlines need to be monitored and managed effectively with enough time for changes to be made if the project is not going as expected.
  • Communication within the team and to other involved parties should always take place so everyone knows what’s happening and where they fit into the bigger picture of achieving project goals.
  • Feedback from all involved (and affected) parties needs to be taken seriously and acted upon accordingly, regardless of whether it’s positive or negative.
  • Any changes that need to be made must always include a detailed explanation of why the change is being made and what the benefits are, so everyone involved understands why you’re making certain decisions.
  • Rejecting feedback won’t gain trust with your team or clients, so you must always be open to giving and receiving constructive criticism.
  • Once your team has a clear idea of what success looks like they will be able to do their best work and maximize project productivity throughout the project.

Conclusion

No project plan is perfect but as a project manager, it’s your job to optimize the project plan as much as possible to deliver the best possible results for your clients, team members, and company. You want everyone to be happy with the result of the project.