how to train and manage your virtual staff

18
upscale your business with GMT Client Training Manual www.growmyteam.com.au

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Page 1: How to Train and Manage your Virtual Staff

upscaleyour business

with

GMT Client Training Manual

www.growmyteam.com.au

Page 2: How to Train and Manage your Virtual Staff

before your staff start

The successful transition of new remote staff into your business relies heavily on making sure that you are set up and ready to go

Page 3: How to Train and Manage your Virtual Staff

getting setupSoftware and hardware Recommendations

skype

scannerA multi-feed scanner for hardcopy correspondence transfer

voiptelephone networking system

cloud drivesoftware such as Google Drive or Drop Box for example

project managementCloud based Project Management software such as Asana or Basecamp

Page 4: How to Train and Manage your Virtual Staff

training

We cannot stress enough the importance of a thorough and detailed training schedule for all new staff

The secret to engaging and training remote workers?Support and engage through technology

Page 5: How to Train and Manage your Virtual Staff

training

There are several good methods and tools to use to train remote staff. You can use one or several methods combined to create your own personalised program to fit in with your company structure and culture

It may be a trial and error process and you will find that one method works better than than other

Page 6: How to Train and Manage your Virtual Staff

conducting staff trainingproject management

Using Project Management software such as

Asana or Basecamp

In both of these programs you can create training modules specific to the task/s that you would like learned by the staff

Using these cloud based programs,you can assign time frames (using the shared calendar function) and you can be notified when your staff have completed a task

These programs also allow for fluid conversation, so that you and staff can have a conversation surrounding any task

Page 7: How to Train and Manage your Virtual Staff

conducting staff trainingvideo conferencing

skype

anymeeting

zoom

o0voo

Page 8: How to Train and Manage your Virtual Staff

conducting staff trainingvideo tutorials

sCreating video tutorials that show step by step instructions

http://www.camstudio.org

http://www.screenvideorecorder.net

You can open source software such as

Camstudio or Screen Video Recorder

Page 9: How to Train and Manage your Virtual Staff

understanding

This will have the duo result of then creating documentation of all your processes

Whatever method you use to conduct training it is vital that you make sure that your staff have understood

For e.g. If you're doing a quick lesson via Skype, require the staff to summarise all the points from your lesson in a succinct email and send it back to you after the session

Page 10: How to Train and Manage your Virtual Staff

onboarding process

3. Set up introductions to any key staff members or clients. This can be done via Skype or email

1. Setting up a company email access, Skype account, and any other other software logins

It is important to create an on boarding process that is easy for you to manage and easy for your staff to understand

2. Create a check list of required tasks that must be completed on or before the first day

Page 11: How to Train and Manage your Virtual Staff

the first dayPrior to your staff member’s first day we will send through an email that contains their contact info including their email address and Skype handle

We encourage you to add them on Skype and send a welcome email prior to their first day

On their first day, introduce yourself on Skype to initiate training

We are always here to facilitate that introduction on the first day

Page 12: How to Train and Manage your Virtual Staff

getting startedRemember that your new staff will be a little nervous about starting a new job

Ease them into the job by setting the easier tasks first

Make them feel comfortable to ask questions and have an open dialogue at all times

Always tell your new staff member if they have done something right or wrong and why. They will learn to understand your expectations and style

Page 13: How to Train and Manage your Virtual Staff

Examples of some of the less complicated tasks

Reading up the business(website, any other collateral)

Watching training tutorials

Adding content to marketing templates

getting started

Data entry

Bookkeeping

Organising e-filing

Page 14: How to Train and Manage your Virtual Staff

go team!

keep staff motivatedIt is important to make your remote staff feel like they are part of your team

Have a clear vision. This ensures that all team members are in tune with what the business is trying to achieve

Trust your team to deliver on tight deadlines or important projects remotely

Communicate with your staff. Make an effort to speak your staff every day, or every other day at the very least. Even if it is through Instant Messenger (for e.g.Skype, Gchat).There doesn’t need to be a reason for the chat. You will end up discussing all sorts of things.

Page 15: How to Train and Manage your Virtual Staff

go team!

keep staff motivated

Make People Feel Part of a Team

Provide Feedback

Give Praise When It Is Due

Page 16: How to Train and Manage your Virtual Staff

paying staff

Staff are paid once a month

We pay directly into their personal bank accounts

To ensure that all staff are paid promptly we need to make sure that our clients pay their invoice within 7 days

We send through several reminders before the due date

Page 17: How to Train and Manage your Virtual Staff

paying staff

If clients are late in paying their invoice, we do need to ask staff to stop working until the invoice has been paid

our terms are strict. if you are even 1 day late, we need to ask your staff to stop working

before your new staff member begins work, we will issue you with an invoice that covers our recruitment fee ($200+GST) and the staff member’s first month of wages up front,

after that first month, we then issue our invoices on the 1st of each month. our payment terms are strictly 7 days.

Page 18: How to Train and Manage your Virtual Staff

thank you!

If you have any questions at all please do not hesitate to get in touch. We are here to help and guide you through the on boarding process