How Do You Work When the Kids Are Home?

Working in the home when the children are on break can present a challenge. With introspection, planning, and focus, it can be done.

And other remote work mysteries.

A group of 6 children run around outside.
Photo by MI PHAM on Unsplash

This weekend I planned out what my kids will be doing over the summer. I wasn’t looking forward to it, to be honest. My husband is a PhD candidate, and for the last few years he has been the parent on deck in the summer.

My husband accepted a full time job in February, and while I am happy that his job working out, it does leave us with the problem of what to do with the children during the summer.

I thought some of you might be in a similar boat–trying to figure out what to do with the kids when you work from home–and so I’m going to share my thought process. Perhaps this will help you with your own process.

First, some caveats. My children are 8 and nearly 10, so I no longer have to think in terms of keeping toddlers from killing themselves every minute. Your mileage may vary. I also live 17 hours from my nearest relative. Leaning on family isn’t an option.

How much focus time do I really need?

We aren’t made of money, so I can’t just keep my kids in full day summer camp for two months. I need to quantify the minimum number of hours I need someone else to watch my children, and find the least expensive acceptable solution.

I am lucky enough to live in a place where kids can play with other neighbourhood kids outside during the day. There are many parents who use this as part of their childcare plan. My husband leaned very hard on this option when he conducted his research last summer.

Theoretically, this outside play option should work for me, too. The kids are old enough to entertain themselves for hours at a time with minimal supervision. My problem is that it takes me time to get into the fugue state I like to be in when I’m completing the strategic parts of my job.

Actually, that isn’t the problem. The problem is that my children seem to viscerally know how long it takes me to refocus, and they time their interruptions to happen just before I can achieve it. They don’t always spend an entire day interrupting me, but like Pavlov’s dogs, I have been conditioned to expect an interruption at any time, and that makes finding my focus all the harder. Plus it stresses me out.

I’ve found that I need four hours of child-free time if I want to turn in work that meets my high standards.

How much sleep do I need?

A small puppy sleeps in the crook of a person's elbow.
Photo by freestocks.org on Unsplash

I need 7 hours to be able to write, and 9 hours to feel rested. Like most parents, I’ve been forced to learn to function on less sleep for months at a time, but at this stage I refuse to build a plan that requires less than 7 hours of sleep. (I’ve given up on getting 9 consistent hours until after the kids move out.) And while I’m a morning person, I have never, in the history of ever, enjoyed starting work before 6am. My ability to filter clicks in around 9am.

It’s better for everyone if I start work no earlier than 6 or 6:30am. I do my best to only schedule meetings after 9am.

How much free time do I need?

There are folks out there who do a portion of their work after their children go to bed. I often wonder who these children are, that go to bed reliably at a certain time. Mine have an 8pm bedtime during the school year, and even then, by the time we dole out kisses, stories, water, and general ‘stop talking and go to sleep!’ scoldings, it’s at least 9 in the evening.

My preference is to use the hour and a half before I go to bed to knit, read, and talk to my husband. I can use that slot for work, but doing so leaves me feeling resentful.

How does this all come together?

In the end, I decided that my working hours during the summer will be 6-2:30. Since most of my colleagues work on Eastern time, this allows me to be available during their work day. If my children are in charge of amusing themselves until 9am, then half day camp (9-12) with an added hour of lunch supervision (12-1) will cover most of my needs. I’ll spend an hour after work finishes at 2:30 to work on my writing.

This schedule is very close to what I currently use during the school year. It’s demanding and requires that I schedule everything out in advance so I can finish in the allotted time. That’s why I’ve scheduled the kids for full day camp (9-4) every other week, so I can spend the extra three hours of child free time getting ahead of my writing schedule and enjoying extra running time. That little bit of give in my schedule helps me power through the weeks where the train has to keep moving.

People have asked me how I manage to work when the kids are home. The short answer is planning. I schedule things so I can complete the thinking parts of my work during my child-free hours. I pay attention to my personal constraints–both financial and mental energy-wise–and make a firm commitment to finish my work during the allotted time. It’s amazing how much work you can get done when you don’t leave yourself the option to work on something ‘later.’ And lastly, I schedule my off time with activities that let my mind and body recharge.

I’m a veteran parent, so I know my weeks won’t always go according to plan. But if I create a plan that includes keeping my sanity during the summer, then I’m more likely to keep it on most days. For the other days, there’s always the chocolate for dinner option. I hope sharing this process is helpful for you. If you have any strategies that help you work during school breaks, feel free to share them.

How to Figure Out if an Employee Will Thrive in a Remote Job

While it’s tempting to flesh out an ‘ideal remote candidate’ profile, you will have better results if you focus on capabilities instead.

Photo by BBH Singapore on Unsplash

In the summer of 2005, a teacher manager role opened up at Kaplan K-12. I’d been working for Kaplan as an after school teacher for a year at that point, trying to figure out if I wanted to teach once I graduated from my MFA program at Sara Lawrence College. I enjoyed the company, I liked my boss, and I didn’t seriously consider applying for the role.

There are certain moments–certain decisions–that change the course of your career. This was one of mine. I had to turn in some paperwork to my boss, and I decided to take it into the office instead of mailing it because it was a little bit late. I stopped to chat with some of the managers in the office, and one of them asked me if I was going to apply for the teacher manager role.

“Oh, it looks interesting, but I don’t have any management experience,” I explained.

The woman–we’ll call her Dana– looked at me over her glasses and asked “Didn’t you say you worked as a nanny before you came to us?” She then spent the next few minutes explaining to me how similar watching children was to managing adults. The experiences might have been different, Dana argued, but the necessary capabilities were exactly the same.

Why Capabilities Should Trump Experience in Remote Work

In a recent HBR.org article, Nilofer Merchant discussed ways managers can avoid screening out perfectly good candidates based on the wrong criteria. She shared an amusing anecdote about a hiring manager looking for a social media expert with 10 years of experience when the entire field was only a few years old. Too often hiring managers pass on capable people because they focus on whether someone has passed a very specific–and arbitrary– hurdle.

Hiring managers can fall into the same trap when looking for a great remote candidate. Not only must managers screen for people who can fulfill the basic job function, they must also find people who can produce good work as a member of a distributed team.

It’s easy to understand why we might focus on previous remote experience. We’re pressed for time. We need people to get up to speed as quickly as possible. Often there are too many candidates vying for the same position and we need to find way to shrink the pool of interviewees.

The problem with using previous experience as a proxy for ‘this person is a good remote hire’ is that remote work only went mainstream relatively recently. According to GlobalWorkplaceAnalytics.com, the number of remote jobs has increased 140% since 2005.

The number of people who work remotely is growing, but the total pool of candidates with demonstrated remote experience is relatively small. A manager who insists on hiring someone with ’10 years experience’ in a specific role, with a specific set of skills, in a remote context, is in danger of either settling for a sub standard candidate or finding no candidate at all.

Once you’ve checked to see if a candidate has the basic skill set to perform a certain role, focus on whether someone has the capacity to thrive as a remote worker, rather than insisting on an arbitrary amount of remote work experience.

How to Figure Out if a Candidate Will Thrive as a Remote Worker

Discipline

Remote employees must take charge of the rhythm of their work days. This means having the discipline to both work during the workday and to turn off the work at the end of the day.

You can find evidence of discipline in a lot of different places. The candidate’s resume may show someone who has to balance competing projects or priorities with low supervision. If you can’t find specific examples of this in a work setting, you can look for people who have successfully balanced different aspects of their personal lives.

For example, someone who worked full time while going to school shows discipline. Or perhaps the candidate trains for races, or volunteers at a local charity while caring for older parents or young children. Those personal experiences are sometimes more telling, because there is no manager standing over them, making sure they get that personal work done.

Flexibility

Technological advances and an ever-changing business environment mean that companies need employees who can adjust to an increasing rate of change. This is true anywhere, but is even more true in a distributed company, where the work is not chained to a specific locale or production line. A distributed company’s ability to pivot will (mostly) be dictated by the speed at which it’s workers–both employees and management– can shift gears.

This can be a hard capability to figure out. Everyone thinks they roll with the punches. Look for someone who has a variety of work experiences. Back in the old days, when jobs were jobs for life, it made sense to find someone who picked one career and worked at gaining increasing levels of responsibility.

Today, candidates who have worked across a variety of roles and functions bring more value. They have more skills to draw on when your company needs to change. This person is more likely to think ‘I’ve done this before,’ and feel more confident as he or she works through the latest shift in your business.

You can also find flexibility by looking for people who have a variety of life experiences. This includes (but is not limited to) people who live in foreign countries, persons with neurological processing differences, and those who live with disabilities. Besides bringing in a diverse viewpoint, these folks have experience navigating in a world not necessarily set up for them, and likely possess a robust problem-solving skill set.

Proactive Communication skills

Of all the capabilities that a remote worker should possess, this one is probably the easiest to spot. How often did the candidate communicate with you as you set up the interview? What was the quality of that communication? While it makes sense to ask all interviewees to discuss moments when they had to work with people via email and instant message, your interview will provide real-time information that you can assess.

Motivation

Why does the person want to work remotely? The answer to this question almost doesn’t matter so long as it’s meaningful to the candidate–unless, of course, the answer is ‘because I think it’s easier to pretend I’m working when I’m at home.’ If the interviewee doesn’t treat the interview seriously, move on.

There are a lot of good answers to ‘why do you want to work remotely?’ Perhaps the candidate is a military spouse and needs a job that isn’t tied to a specific location. Or maybe the candidate loves fostering dogs in her home. Every job has its tough moments. Candidates who know why a home office works for them will weather the tough times and work hard to keep their remote jobs.

How Not to Figure Out If a Person Will Thrive as a Remote Worker

It can be tempting to take these qualities and create an image of what your ‘ideal candidate’ looks like. Or worse yet, match them against certain personality types. I would caution you against doing so.

Qualities like discipline, flexibility, and proactive communication skills can present differently in different people. If you spend too much time deciding what that candidate “must” look like, you run the risk of passing over great candidates in favor of hiring clones of yourself.

I was lucky all those years ago, chatting with that manager in the Kaplan office. She was able to see past my previous job titles to the skills that truly mattered. With her encouragement I applied for the teacher manager role, accepted the position, and have been in management of one kind or another ever since. Looking at the capabilities that really matter will have a similarly beneficial effect on your company’s performance, and on your employees, for years to come.

Book Review—Thinking Remote: Inspiration for Leaders of Distributed Teams

Photo by @sharonmccutcheon on Unsplash

In this quarterly column, we take a look at resources to help you survive and thrive as a remote worker. I am not paid to recommend any tools or resources, and the opinions below are strictly my own.

In today’s post we’re going to take a deeper dive into ‘Thinking Remote: Inspiration for Leaders of Distributed Teams’ by Pilar Orti and Maya Middlemiss.

At thirteen chapters and 100ish pages, you could conceivably finish this book in a couple of hours. I wouldn’t recommend doing so–if read right, this book works almost as a personal coach. To get the most out of Orti and Middlemass’ expertise, you’ll want to sit with the questions posed in each chapter.

Presenteeism

Chapter 4 is a case in point. The title is ‘Now that I’m remote, how can people see how a hard I’m working?’ This should be required reading for all managers with remote direct reports.

The chapter discusses how to discourage ‘presenteeism.’ Dictionary.com defines presenteeism as ‘working long hours at a job with no real need to do so.’ This is a learned behaviour that one usually practices as a way to demonstrate loyalty and value. The authors get right to the point by addressing mindset first of all: “It is important to be sure that accountability concerns aren’t simply a projection of your own insecurities…”

From there, the authors discuss how to spot presenteeism in your remote direct reports and the systems you set up to keep track of the work. The chapter finishes up with questions that help you reflect on the current state of presenteeism in your team, and how you might “reorient” things.

All in all, the authors tackle a tricky subject with empathy and a general assumption of goodwill.

Psychological Safety

Several chapters discuss the importance of psychological safety in different contexts. Chapter 5 is entitled ‘Psychological Safety in Online Meetings,’ and gives tips on how the meeting organizer can encourage meaningful contributions from all participants. It also discusses possible reasons why someone may not talk in a meeting, and how to handle less than articulate contributions in an empathetic way.

Chapter 8 discusses how to make people feel safe enough to share their successes within the team. We all want to be noticed for our successes, but also want to avoid looking arrogant.

Chapter 10, ‘Creating a Culture of Feedback,’ ends with several specific suggestions on how to create a culture that embraces feedback, and a simple way to signal to others when you really can’t handle hearing it.

In a collocated office, you can see when your colleague is having a bad day. In the remote office, we need cues. The suggestions in the chapter are better than the ‘not now, I can’t even’ that I am sometimes tempted to use as my Slack status.

Defining the Digital Space

Perhaps the most innovative chapter in ‘Thinking Remote’ is the first one. Entitled ‘Designing the Digital Workspace: What We Can Learn from the Physical Space,’ it asks managers to think about designing the digital workspace in a way that aligns with a team’s values.

I have never heard someone ask for the digital equivalent of putting all of the toilets on the same floor to force people to interact with colleagues in the hall. I still don’t know what the answer to this one is for my work. I can say that this chapter has made me look at my digital tools in a whole new way.

‘Thinking Remote’ is a thoughtful, thought provoking work that belongs on the shelves of any leader who manages office optional workers.

Spring Break Baller

Life in the (Not So Fast) Lane

Life in the fast lane.
Photo by The Creative Exchange on Unsplash

I’ve been looking forward to this week of vacation since mid-February. It’s the busy season at work, and between that and additional work responsibilities, I’ve spent the last few months rushing from task to task in an effort to keep things from crashing to the ground.

I can go into hyper-drive and get an amazing amount of work done in a short amount of time–I am both a mother and a project manager, which is the same as saying I am magic–but I can only do it for so long before I run out of gas. I passed that point at the end of February. Since then, I’ve used chocolate and caffeine to prop me up until I could take a break.

This week is my break. And yet, even knowing that I need a break, I’ve been tempted to fill the free time with all of the things I’ve neglected while work has been busy. And I don’t mean cleaning. That’s pretty easy to ignore.

It’s the fun stuff that’s calling to me. The kids and I should explore Vancouver! I should go back to learning the ukulele! I should write all the things! I should make time to exercise every day, and maybe cook better, more elaborate meals. I want to film a really fun idea I have for a social media video for my book, and go on a reading binge, and start my kids on 5k run training, and sew a shirt for me and a skirt for my daughter, and…you get the picture.

The kids are cautiously optimistic about their ability to walk a 5k

I am a goal-driven person, and I like getting stuff done, but even I knew that cramming all of this stuff into my week would send me on a one way trip to insanity-land. And my kids (who are on spring break) would be miserable.

Manufacturing misery seemed like a poor way to spend my vacation, so I settled on a loose plan of exercising for 15 minutes in the morning, and writing for 30 minutes or so before my kids got up. I would then take my children to one kid-friendly activity out of the house. The rest of the time would be free for whatever floated our boat.

Cinnamon rolls definitely float our boat.

On Monday we walked on the beach. On Tuesday we played at the pool for hours. On Wednesday we had cinnamon rolls, and found new books to read at the bookstore. Today we’re going to Science World, and Friday we might try our hand at making soap. I’ve knit a lot, read some, and neglected the morning exercise in favor of reading in bed. In short, I’ve spent the better part of my week well rested and unstressed.

It’s glorious. I hope to hang on to this feeling when I go back to work next week. Who knows? Maybe I’ll have enough energy at the end of the work day to pick up the ol’ uke again.

How to Break Bad News

Whether the change is big or small, you can bring people through it with a minimum of complaining and your credibility intact
Photo by Helena Lopes on Unsplash

My husband ate a lot of hot dogs growing up. It was his mother’s go-to dinner and she always put mayonnaise on the hot dog buns. My husband hated mayonnaise as a child. He ate it, because he assumed that it was healthy. Why else would anyone eat something so disgusting?

And then one golden day he discovered the truth–mayonnaise was not healthy. He told his mother that he never wanted mayonnaise on his hot dog ever again. She agreed to his request. And then the next time they had hot dogs for dinner, and there was mayonnaise on his hot dog. When questioned about this unreasonable turn of events, the elder Mrs. Douglas said “Well there isn’t that much.”

This probably wasn’t the only time that my mother in law forgot to do something for her opinionated son. However this is the instance he remembers–and he will never let her live it down. I heard this story again last night, and it occurred to me this morning that those of us in business can learn how to break bad news from the story of the hot dogs.

Learn the Lesson of the Hot Dogs

Photo by Victoria Shes on Unsplash

To put this family situation into business terms, leadership introduced an item that bothered the line staff. Staff complained, and leadership promised to fix it. Then they forgot, and excused themselves by saying that it wasn’t that big of a problem to begin with.

Most of our business problems have nothing to do with hot dogs (unless you work for a hot dog company) but many of us have run into similar situations. Perhaps IT has introduced two factor authentication or a VPN portal to your computer systems. Perhaps the payroll department now requires all payroll approvals to happen on Mondays, even on holidays, no exceptions.

Unless you own your own business, (and sometimes even then) you have probably had someone tell you that you have to do a new thing that takes more time than the old thing you used to do. If you own a process or manage people, you may also have to break the news about the new thing to the people around you.

For the purposes of this discussion we will assume that the company must implement the change. We will also assume that leadership carefully weighed all possible pros and cons before moving forward with it. Even taking these assumptions into account, there is a right way and a wrong way to communicate bad news–and deal with the fall out.

Your Audience May Not Have a Problem

Kitten pictures are cute, but don’t send them instead of an explanation for a coming change. Photo by Diana Parkhouse on Unsplash

Unless you know for sure that everyone in the company hates the old system, assume that some people enjoy using it. Of the people who didn’t enjoy using it, there is a subset that can perform the clunky process without thinking about it.

These folks don’t recognize that there’s a problem to solve. They will need to hear why their system or process has to change. Saying something like ‘We need to change our payroll day to align with the parent company’ may not fill anyone with joy, but your employees will appreciate knowing the actual answer.

This approach is much better than trying to get people excited about your solution to a problem they don’t have. For instance (and apologies in advance to all graphic designers) when I get an email announcing the ‘new look and feel’ coming to my favorite website, it fills me with dread. I assume this means someone is going to break (or take away) my favorite features. At the very least I’ll have to spend extra time learning where all the buttons went. The more cheerful your email, the more I assume this is going to hurt.

Watch Your Tone

Take your time crafting your message. Photo by Nathan Dumlao on Unsplash

Most people hate delivering bad news. It’s no fun telling people things that will make them feel bad. It’s even less fun listening to people complain about it. Most of us think we’re pretty good at handling change. The sad fact is that we’re all very good at handling change so long as no one changes the things we care about. It’s human nature.

You can’t eliminate the human tendency to complain, but you can lower the number of people who feel the need to do so if you adopt the right tone. Keep these tips in mind as you prepare to tell people that something is changing.

Don’t tell people that the change is ‘no big deal.’

Let them come to that conclusion for themselves. Some changes create unforeseen consequences, and you don’t want to lose your credibility as a trusted source of information. This is especially true in larger companies, where it’s impossible to truly understand the way work flows through different departments.

For example, my work portal signs me out of the system every twenty minutes or so. This isn’t a big deal when I’m composing an email or working on a google doc because the computer saves my work. It’s a very large annoyance when I’m using a certain system that has to query a database several times over the course of a few minutes. In some cases, I have spent time adjusting numbers and fields, only to have my work erased when the system logs me out.

I don’t have polite things to say when this happens.

Assume you are dropping this change into a complex system.

Photo by freestocks.org on Unsplash

When you go to the pharmacy to get a prescription filled, your pharmacist asks for a list of other medications you may be taking. This is to make sure that the prescription meant to help you doesn’t kill you when it interacts with the other drugs in your system.

When you change a work process or system, that change isn’t happening in isolation. You or your colleague may not die because of a harmful interaction between two changes, but a small change can lead to a large amount of frustration. Let’s go back to the system that signs me out every twenty minutes. I interact with this system on a computer that freezes up every time I change tabs or try to load data rich documents. Often, when I get logged out of my portal, my computer will lock up. This is also a very busy time of the year at my job, and it’s harder to work faster when my entire computer seizes.

In this case, I have a new computer wending it’s way to my home office. Relief is coming. I may have to learn to live with the twenty minute sign out, but I’ll do it on a computer that doesn’t freeze up if I look at it funny. Where possible, leadership should provide relief from the unintended consequences of changes.

Lead with empathy.

After you explain why you have to change something, acknowledge the annoyance. ‘We need to use two-factor authentication to comply with new security standards in our field. We realize this may mean you will log into the system multiple times over the course of the day. Thank you for your patience as we make our customer data safer.’

Acknowledging the annoyance helps everyone to feel seen. For many people, that’s all they need to keep them from complaining to you. Others might reach out to complain, but they will usually acknowledge that you weren’t going out of your way to ruin their lives.

In my work as an analyst, I decide who gets to run certain programs, and who doesn’t. I break bad news on a daily basis and I am here to tell you that leading with empathy is often the difference between someone flipping out, and someone telling you they understand your decision.

None of us like breaking bad news. It can be tempting to throw our hands up in the air and give up attempting to craft our message. Take time to strike the right tone, provide context for a change, and lead with empathy. If you do, you can bring people through the change with a minimum of complaining–and your credibility intact.

How to Say Goodbye When a Remote Worker Leaves

Whether it’s you or your coworker leaving, it’s important to say goodbye. Here’s how to put the ‘good’ in goodbye.


Photo by Jan Tinneberg on Unsplash

A few weeks ago, a colleague left our company to start a new job. It was a bittersweet ending–I was both happy for her and sorry to lose a Slack chat buddy. As much as I’ll miss my colleague–we’ll call her ‘Andi’–I’m grateful for the care she took when she prepared to leave the company.

In an in-person office, there are often clues that someone is leaving their job. At the very least, someone may escort the employee to the door, box of personal items in hand. Under happier circumstances, you might attend a goodbye lunch, or sit in the person’s cubicle at the end of the day, reminiscing about old times.

In the remote space, there are no incidental visual cues. You may not notice that someone has left until you send an email or chat message and it bounces back.

This can be unsettling for both the people who leave and the people who stay. If you’re the one leaving and no one says anything, is it because everyone secretly hates you? As the colleague left behind, you may also have questions. Did your coworker get fired? Are you next? And who is your new point of contact?

Whether you’re the one leaving or the one sticking around, it’s important to build in a sense of closure.

When You’re the One Leaving

Don’t ghost unless it’s better for your mental health. Photo by Gabriel on Unsplash

Andi did a great job of preparing her team for her departure. After telling her manager, she made several video calls to break the news to her closest coworkers. Other folks received an instant message or an email from her. And on her last day, she sent a general email wishing us all a fond farewell.

The approach you take will be dictated by the circumstances of your departure. It’s obviously easier to give closure to your colleagues if leaving is your idea. If your workplace and coworkers are hostile, you may decide that they don’t deserve a fond farewell.

Take a moment to think about the people you know in your company before writing them all off. The beauty of the remote workforce is that you can choose to email the one or two folks that might matter to you, and ignore the rest.

Your remote setting gives you total control over how much interaction you have with your soon-to-be former coworkers. If you want (or wouldn’t mind) answering questions about why you’re leaving or what you’re doing next, set up video calls. If you don’t want to get into ANY of the details, send an email that briefly informs people that you’re leaving, and then details who the new point person will be for your tasks.

Instant message is that half step between these two extremes. You can answer questions while filtering out some of the emotional intensity you or the other person might feel. Be aware that most company-owned instant messaging apps, channels, and software are not private. You might not care about burning bridges, but your coworker might not feel the same way.

Consider whether or not you want to keep in contact with your ex-colleagues. In the age of social media, leaving a job no longer means losing track of people you care about. Think about all of the social networks you are on, and weigh the level of professional vs personal information you share on those networks. Are you comfortable with your ex-colleagues seeing what you post? If so, you might want to include your social media handles in your targeted farewell emails.

When Your Colleague is Leaving

It can be all too easy to let your colleague leave without making a point of saying goodbye. You may be uncertain if someone chose to give notice, or if someone else made the decision for them. If your colleague is being laid off, you may think that it’s better to give the person some space.

Your coworker might not want to talk to you or anyone else. There is a difference, though, between making someone talk to you, and telling someone that you’ll miss them. Most of us would want to know that our coworkers would miss us if we left. This is especially true if we were laid off or fired. Sending an email that simply says ‘I heard you’re leaving and I’m sorry to see you go. I wish you nothing but the best,’ takes very little time to write, but might give someone a boost during a tough time.

Writing a brief email can mean a lot to a departing colleague. Photo by Álvaro Serrano on Unsplash

If you don’t know the departing colleague well, that email will likely be all you do to say goodbye. If you’ve worked with this person on a regular basis, you might want to suggest that you’re willing to meet with the person over video. Adding ‘I’ll understand if you don’t have any time to talk, but my (video/IM) door is open at any time before you leave’ to your email is a tactful way to suggest a meeting without putting the person in an awkward position. As an aside, don’t add this to your email unless you’re actually willing to meet.

It can be tricky to figure out if you should offer to continue the relationship over social media. No one wants to make the first move, only to find out that the other party isn’t that interested in you. Remember, though, that the person is leaving the company. If you guess wrong (and they don’t want to stay in touch) it isn’t as if you’ll have to see them every day.

If the person is worth the possibility of a little momentary embarrassment, saying something like ‘I’m not sure if you’re on social media, but here is my social media handle in case you are’ puts the onus on them to follow up.

When to Consider Throwing a Goodbye Event

Photo by Delaney Dawson on Unsplash

The person leaving is your direct report. Unless the person is leaving due to performance issues, holding some sort of goodbye event is a classy thing to do. Perhaps you’re upset with the person for leaving. Your reaction to your employee’s departure will send a message to the rest of the team. Do you want your team to think that you the sort of leader who will prevent people from growing in their career? Do you like getting more than two weeks’ notice? The rest of your team will note your reaction and plan accordingly.

Perhaps your company forced you to lay someone off. You may have agonized over deciding who had to leave. You may be dealing with feelings of guilt and remorse. Don’t let your feelings get in the way of doing the right thing for your team. They need your help navigating through this tough situation. This is especially true if you’ve done a good job fostering a sense of camaraderie. Help your people to say goodbye.

There are situations where it isn’t appropriate to hold a goodbye party. In such cases, it may be appropriate to acknowledge your direct report at the last team meeting. Take the employee’s state of mind into account. If the person is completely opposed to attending an event, or acting hostile, then skip it.

Some people will need to leave without fanfare. Photo by Mantas Hesthaven on Unsplash

If your departing employee is willing to attend an event, there are ways to keep things from getting too awkward. Consider reaching out to the person ahead of time to see if they want to say anything to the team. They may not want to. Reach out to the rest of your direct reports and see if they want to say a few words.

If nothing else, you should prepare your own comments. Acknowledge the length of the person’s employment, mention anything you appreciate about the person’s work, and wish them well. If no one wishes to talk, then end the meeting early. In any case, end the meeting when the conversation begins to lag. Goodbyes can be tough, but keeping them brief can prevent them from becoming painful.

The person is leaving for a happy reason, and no one else is throwing a party. Some people are terrible at saying goodbye. I’ve worked at companies where people act as if giving your two weeks’ notice is admitting to an infidelity. Perhaps this attitude made more sense when people were given a job for life. It’s hypocritical if the company has ever laid someone off. Your job is not your spouse. It’s okay to leave if you find something better.

Before you set off to plan your rogue goodbye party, ask around to see if anyone else is already doing so. This is also a good time to find out if your colleague has friends in other departments who might want to come. Put a video meeting on the calendar, and tell people they can come and go at will. Try to find some outgoing person to help you keep the conversational ball rolling. It might make sense to ask a few people to come prepared to tell their favorite story about the person who’s leaving.

You can have a happy hour on a video call. Ask people to bring the beverage of their choice.
Photo by Kelsey Chance on Unsplash

Whether you’re leaving your company or your coworker is leaving, it’s important to say goodbye. Doing so can help you and those around you to work through difficult feelings and find closure. It may feel awkward in the moment, but taking the time to say goodbye will help you honor your past and clean your slate for the next phase in your professional life.

5 Things I would Have to Give Up if I Stopped Working from Home

Remote workers get to take charge of the rhythm of their days. It’s what keeps many of us working in our office of one.


Photo by rawpixel on Unsplash

Recently on Twitter, someone asked what would have to change if remote workers stopped working from home. For some reason the question really caught my attention. Here is my list of things I would have to give up if I went back to a traditional office.

#1: Singing While I Work


Photo by bruce mars on Unsplash

Nothing helps me power through a a tedious job quite like belting out some of my favorite tunes. I’m sure I had a different coping mechanism when I worked in cubical land, but I can’t remember what it was so (probably) it was less awesome. Sadly, it wouldn’t matter how much I enjoy Lady Marmalade. No one wants to hear that in an open office.

I’ve heard of offices where you can’t listen to music at all. A friend of mine works at an office where you aren’t even allowed to wear headphones. I wouldn’t last long in a place that uses that level of micro control over its employees.

#2: The Continuous (Audible) Commentary


Photo by Jordan Whitfield on Unsplash

I would either have to learn to be less judgmental or go back to filtering what I say. It isn’t that I talk to myself per se–I’m more like that person who watches a movie and says stuff like ‘Watch out!’ to the characters on the screen. Only, my commentary is more along the lines of ‘oh no you didn’t just try that,’ as I’m reading my email.

#3: Wearing What I Want

Sometimes, you need a top hat. Photo by the author.

The dress code at Douglas HQ is whatever I say it is. I am not one of those folks who wears pajamas all day. I usually rock a button down top and jeans, paired with fabulous hand-knitted socks. There is the occasional ‘top hat Friday.’ The added fabulousness makes up for the workout clothes I wear while I cool down from my run.

I enjoy getting dressed for work. My clothes are as comfortable as they are appropriate for my role. I can take a surprise video call at any hour of my workday without feeling like 10 pounds crammed into a five pound sack.

#4: My Office, My Rules


Photo by James Pond on Unsplash

I have a large medal and racing bib holder on the wall behind my office chair. My office is filled with plants, a rowdy Beta fish named Mac, and books on knitwear design, management, and running. I have a funky orange throw on my office chair. My office is full of color, pictures of my kids, and souvenirs from the places and people I have visited over the years.

My office pleases me. And I don’t have to explain to anyone why I have a pair of robots dressed like Wesley and Buttercup from the Princess Bride. I keep them out of camera range. I feel that if you have to ask, then you won’t understand the answer anyway.

#5: Enforceable Focus Time


Photo by Donald Teel on Unsplash

My entire career has been spent in roles where I am the nexus between people and processes. To put it in less lofty terms, I’m a choke point for several different departments. Back in my old office days I would voluntarily get into work at 6am on Fridays just so I could work without getting my elbow jogged every 3 minutes. I would eat lunch out so people wouldn’t drop by my cube to ask work questions while I was eating.

Now, when I want focus time, I turn off all of my notifications. If I work while eating my lunch, it’s because I chose to go running on my lunch break. My time isn’t always my own, but generally I am the boss of the rhythm of my day. All jokes about singing and top hats aside (though that stuff is totally true) THIS is why I love my remote office.

At the end of the day, working remotely allows me to be myself at work. I can indulge in my love of wacky office decorations and pop music knowing that my choices don’t impinge on anyone else’s concentration. I love the freedom to concentrate or connect with others on my own terms. It’s a lifestyle I wouldn’t willingly give up.

How to Meet Coworkers When you Join a Remote Team

You Can Learn to Meet People When You Can’t See People


Photo by rawpixel on Unsplash

In the modern workforce, the quality of your professional relationships can determine whether you complete tasks efficiently or get bogged down in minutia. While building and maintaining good working relationships can be a challenge in any office, they can be doubly challenging in a distributed company.

How do you learn to trust someone if you’ve never seen their face? Remote workers do not bump into each other in the hallway. We can’t rely on the company potluck to meet the new person in accounting. If our organizations shift and we find ourselves working in new roles or with new teams, we may not even know the names of everyone we will interact with–at least initially.

Fortunately, there are steps you can take to meet new (or new to you) coworkers. This is true even if your company lacks a formal introduction process. Here’s an approach that has consistently worked for me over the last eight years.

Don’t Wait for People to Come to You

Assume that you have to be the one to take the first step. There are a host of reasons why your new colleagues might not reach out to you. Perhaps they wish to avoid overwhelming the new person. Others may feel awkward emailing a stranger. If your company has just reorganized itself, your colleagues may be overwhelmed by the change or waiting to see what happens next.

You may also feel awkward reaching out to strangers, but your work still needs to get done. The sooner you develop a sense of how to best work together, the better. If you want to be included in the informal information exchanges that will help you succeed in your remote job, then make time to meet people as soon as possible.

Ask for an Introduction

Ideally, your boss will act as your bridge to the rest of the company. Most managers will introduce you to the people on your immediate team. Your manager’s personality, work load, and number of connections will influence whether they introduce you to anyone outside the immediate team. They may simply expect you to interact with everyone else in the course of your duties.

If your manager is in the latter camp, ask him or her to introduce you to people via email. Your boss doesn’t have to know the person–the simple act of having your manager send the email gives you some legitimacy when you follow up.

This works particularly well if the person you need to meet outranks you. I recently started doing work that affected a new (to me) team, and this is exactly what my boss did. This gave me the chance to meet a director I didn’t know and start the relationship off on the right foot.

There may be some situations where your manager can’t introduce you to your new colleagues. Perhaps your boss is new to the company. Perhaps there’s an unfortunate history between your manager and that person. In these cases it’s best to see if someone else in your network can send an introductory email.

If you don’t have someone to introduce you to your new colleague, be prepared to introduce yourself. Remember, in the remote workforce no one can see you squirm. You may feel weird taking the first step, but no one can see that in your email. In fact, your colleagues will probably be grateful that you got the ball rolling.

Pretexts I have Used to Introduce Myself to Someone

  • The other person was just promoted.
  • I saw them copied on an email chain and came up with a plausible a follow up question.
  • Someone in my network mentioned that the person and I share a common interest.

If you’re looking for it, any contact can be used as a pretext to start talking to people.

Schedule a Video Meeting

While it’s possible to develop a good working relationship via email and instant message, you’ll get quicker, more reliable results if you add in a video meeting. I usually send an email that says something along the lines of ‘Hi ______, we’re going to be working together pretty closely. I would love to schedule 20 minutes so we can get to know each other a little and talk through how we can best work together.’

This approach leaves little room for a polite refusal. Some of your coworkers may come to the meeting and give the impression that they aren’t sure why they’re there. Here’s the thing I’ve noticed in the eight years that I’ve used this approach. Even the people who don’t think they need to see people face to face act more friendly toward you after they’ve seen your face. So go to those meetings secure in the knowledge that you’ve accomplished 70% of your end goal simply by getting the other person into the (video) room.

You may want to use a softer approach for people who don’t interact with you daily. For those folks I wait until I have a legitimate question I can ask, and finish the (email or instant message) conversation with ‘I’d love to meet some time when you have a moment.’ That way the person is free to ignore the request if they so desire. I make a note to try again after some time has passed.

What to Talk About in Your Video Meeting

Use that twenty minute meeting to ask a mix of personal and logistical questions:

  • How long as this person worked for the company?
  • Have they held different roles?
  • Where is their home office is located?
  • What time zone do they work in?
  • What are their usual work hours?

These things don’t always line up. For example, I have a coworker who lives in Pacific time and works on Eastern time. Do they prefer to get instant messages or emails? Are there things they need from me before they can complete certain tasks? Find some way to remember this information. I usually write it down.

During the course of your conversation, your colleague may mention other people that are affected by the work you do. Ask if your colleague can send an email introducing you to that person. Then ask that person for a meeting.

Meeting New Coworkers Gets Easier With Practice

Working from home doesn’t have to mean working in isolation. Meeting remote coworkers is a skill that anyone can learn. With practice, you will get better at making those connections. If you’re patient and willing to take charge of the situation, you will soon get to know the people you work with every day.

What Makes a Successful Remote Worker? Interview with Roberta Sawatzky

There may not be a magic formula for succeeding as a remote worker, but there are certain competencies that can increase your chances of success.


Roberta Sawatzky is a business consultant who guides her clients and readers through career development, change, and transition, with an added focus on remote work. In addition to her role as a consultant, Roberta is a Business Professor in the Okanagan School of Business in Kelowna, BC, Canada

I first met Roberta in a Slack channel devoted to discussions around distributed teams. When I found out that she had just completed some research around remote worker competencies, I knew I had to interview her for the blog. You can get a copy of her full report HERE.

Why did you decide to research remote worker competencies?

I care deeply about helping people realize their greatest potential, specifically in their working environment. Having worked in the areas of management and human resources in a variety of sectors (for profit, not-for-profit, academia, public sector), I saw the importance of supporting, developing, and providing valuable feedback to my team members.

I was also involved with an organization who provided notification services to employees being terminated. It never ceased to amaze me how many employees were surprised at receiving their notice, and reported having had very limited, if any, professional development offered, or feedback on their performance. When I considered how common this was in collocated organizations, when employees and employers were face to face on a daily basis, it caused me to wonder how much more epidemic the lack of support would be in a context where personal interaction and physical presence was rare.

Thus began the research to first seek out what was necessary for success as a remote worker, what feedback looked like, and what support was desired…all from the perspective of the remote worker.

Are there remote-worker specific competencies?

I would suggest that there are some common competencies between remote and collocated workers, however, the level of proficiency necessary in each competency is higher for remote that collocated.

Were you looking at things that would help remote workers do a good job, things that would help them to be happy in their job, or a little bit of both?

The simple answer is yes. Competencies by definition are the knowledge, skills and abilities a person should possess in order to successfully perform their job. If we can identify what those competencies are, and build a recruitment and selection process around them…right down to the interview questions, the likelihood of both job success and job satisfaction is greatly increased.

Was there anything that surprised you about what you discovered?

I’m not sure that I was as much surprised as overwhelmed by the honesty and passion with which the research respondents shared their opinions, joys, and challenges. These are a group of hard working, dedicated people who are totally committed to doing their best.

Probably what saddened me the most were the number of people who reported total lack of support from their managers or supervisors (to be sure, over the course of the research I met, and hear about some amazing managers that others could learn a great deal from). While some are simply negligent, I would suggest the majority simply don’t know how to manage in the remote world. What works in a face to face setting doesn’t necessarily translate into a virtual setting.

Is there any quality that guarantees success as a remote worker?

Guarantees? I would not go that far. However, possessing the competencies revealed in the research certainly will raise the likelihood of success. The one competency that was reported by 100% of respondents was communication. That includes all forms of communication as in verbal, written, and non-verbal, as well as the ability to discern the most appropriate channel for the needed communication, and taking the responsibility to make sure the message you have ‘sent’ has been received as intended. If it wasn’t, then make it right.

Do you think people can learn these competencies if they don’t have them now?

Absolutely. Some people may naturally possess higher levels of certain competencies, but that doesn’t mean they shouldn’t continue to develop them. Those who are not so strong can grow as well. That being said. I am a strong believer in knowing and operating from your strengths. We all have them, and we need each other to bring out the best of those strengths.

Remote work is not for everyone. Many factors come in to play, not the least of which is the simple desire that some people have to surround themselves with co-workers…and there is nothing wrong with that. Individuals considering remote work should do a serious self-evaluation. Ask themselves, ask those who know them well (and will be honest with them), ask supervisors…anyone that they trust, to provide feedback on how they would rate their ability in each of the top competencies revealed in the research. Ask for examples, for specifics. Use that input to determine a fit for remote work. It’s also important to keep in mind that some people have no choice but to work remote…I do believe that with the right support, they will survive, and even thrive.

The competencies that were identified in the research are as follows…listed in order of importance as reported by 250 remote workers.

  1. Communication
  2. Self-directed/motivated
  3. Trustworthy
  4. Disciplined
  5. Taking initiative/curious
  6. Adaptable/flexible
  7. High self-efficacy

A big thank you to Roberta for sharing her research and findings. Don’t forget to download the full report. If you would like to see what else Roberta is working on, you can follow her blog at www.ProbeandPonder.com. You can also find her on LinkedIn and Twitter, and on her website.