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Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

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Page 1: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Yes, Virginia – They Really are Working

Remote Supervision of Employees

LSC Technology Initiative Grant ConferenceAllyson2

January, 2009

Page 2: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Our Roadmap

What is remote supervision? The challenges Why it is an inevitable shift Technology tools Staffing considerations Policies that work

Page 3: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

What is Remote Supervision?

Any situation where the supervisor is supervising a staff member who is working from another physical location - A senior attorney with expertise in a subject

matter supervises a junior staff member in another office

Supervision of a staff member who works from home – either full-time or occasionally

Supervision of a circuit riding attorney Remote interns

Page 4: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

What are the challenges of supervising someone working off-site?

(Or reasons why your Director thinks it is a bad idea.)

Page 5: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Challenges

How do you really know the employee is working? (A trust issue)

How do you track productivity? How do you encourage collaboration

between on-site and off-site employees? Will this increase my supervision work? How do you know the employee is wearing

clothes?

Page 6: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009
Page 7: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Of course, there are challenges to supervising on-site employees as well…………

Page 8: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009
Page 9: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

It is an Inevitable Shift

Page 10: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Inevitable Shift for Employees Meet generational expectations of

younger work force Attract and retain the best staff Save on commuting and relocation

costs (and it’s green too!)

Page 11: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Inevitable Shift for Employers

Save on office overhead costs Accommodate part-time workers and

offer flexibility Challenge can actually be boundary issue

for employees Provides opportunities for partnerships Offer after-hours intake

Page 12: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Technology Tools to Facilitate Remote Supervision

Page 13: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Computer (cat and coffee pot optional)

Page 14: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

“Must Have” Tools

High Speed Internet Connection (reliability, speed, mobility, cost concerns)

Telephone Access to shared files via:

Direct Connection to Network (VPN), or Web-Based Applications

Page 15: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Critical Tools

• Instant Messaging System – Can give off-site workers

that “just down the hall” feeling of presence

– Encrypted vs. not

Page 16: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Critical Tools…….

Legal Meetings/GoToMeeting Employee task training Use for collaborative work on documents Meetings that require demonstrative materials Remote employee “surprise” party

Page 17: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Critical Tools . . .

Project Management Software – use to track projects and as a communication tool Central Desktop (www.centraldesktop.com) Basecamp (www.basecamp.com) Microsoft Sharepoint Resources on www.lsntap.org on project

management tools

Page 18: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Project Management Software is a: Tool to set clear expectations regarding

performance by employees Tool to track deadlines Tool to track tasks and check-in when

meetings are not practical Tool to build network for employees in

different offices within the agency working on the same projects

Page 19: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Example - Central Desktop has: Ability to create, share and replicate task lists Ability to create on-line documents and share

documents that can be edited by all workspace members

Ability to track versions of a document Ability to capture discussions instead of

losing them in email

Page 20: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

MLSA examples of using Central Desktop for supervision and collaborative work: Track status of repetitive tasks, like setting up

Board meetings, scheduling annual training, or administrative deadlines

Use on-line document to capture issues for meeting agendas, or supervisory reviews

Use Discussions and on-line documents to supervise short-term interns based on Reservations

Page 21: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

More MLSA examples:

Use to coordinate group projects, like MLSA Green Team, MLSA Community Outreach Project or MLSA Forms Project.

Provide for knowledge transfer between employees when there is turnover – gives electronic vehicle for keeping notes, tasks, web links, and research all in one place for project.

Page 22: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Important Tools

• Web Cams/Video Conferencing– Important for non-

verbal communication

– And to make sure staff is still bathing

Page 23: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Other Important Tools . .

Social Networking Twitter, Yammer

Training, training, training Tracking Software (we do not recommend) Others????

Page 24: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Staffing Considerations

Page 25: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Characteristics of a Good Remote Employee

Have work that is portable Take initiative when a task needs doing Highly self-motivated and self-disciplined Highly organized Able to set own priorities and boundaries Do not mind working in isolation sometimes

Page 26: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Can set up a workable home office space Not need much immediate supervision and

feedback Are effective communicators in writing and by

phone

Characteristics of a Good Remote Employee

Page 27: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Characteristics of a Good Remote Supervisor Sets clear expectations regarding

performance Available by phone, IM or email Sets regular meetings to go over tasks,

deadlines and check-in Can be flexible when appropriate Builds network for employee within the

agency to combat isolation of off-site work Focuses on office communication

Page 28: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Remote Supervision Policies

Page 29: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Remote Supervision Policies that Work

Set clear expectation for employees (including the hours they will be working and reachable)

Set clear supervision expectations for managers

Page 30: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Off-Site Work Policies for Success Set clear policies on file and equipment use

and security Dedicated and program managed equipment (no

kids allowed) Clear policies on data management and back-up Keeping the data on your network and not on the

remote laptop or desktop makes security and back-up easier

Page 31: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Policy Examples

Sample hiring letter for off-site worker Sample electronic communication protocols Sample policy on setting up on-line office LSC/Flexiplace Policy

Page 32: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Questions? Let’s discuss!

Page 33: Yes, Virginia – They Really are Working Remote Supervision of Employees LSC Technology Initiative Grant Conference Allyson 2 January, 2009

Thank you!

Alison Paul, Deputy Director

Montana Legal Services Association

[email protected] Allison McDermott, Deputy Director

Pro Bono Net

[email protected]

****All Photos courtesy of flickr.com, used with permission under a creative commons license. Except for on-site employee desk photo, that one came from MLSA. Really.