Week 33 Focus – People Management 101
Focus Question: What makes your people exceptional?

Description
People are at the heart of any great business, or team. People management is a critical element for success.
If you are a first-time team developer there’s lots to learn. It is often said that the move to first time supervisor or manager of people is the largest step you’ll ever undertake during your career. In PlanDoTrack, I explore core skills needed by both team leaders and team members. Given the autonomous nature of virtual and remote work, it can be beneficial and valuable to build these skills across an entire team – not just with the leader.
As a leader of people, there are a variety of different conversations you will engage in. Here are several of them:

• Performance conversations
• Delegation
• Prioritization
• Helping you do your best work – strengths conversations
• Mentoring or advisory conversations
• Change – what’s not work and why

As people leaders, we will want to keep in mind these team development and motivational foundations:

• We are motivated by both internal and external factors (Internal factors include= Learning, Growth, Achievement, Mastery - External factors include= Promotion, Reward and Compensation);
• We want support in different ways (regular check-ins vs “let me get on with my work”);
• We want to give feedback in different ways;
• We want to receive feedback in different ways;
• Hearing something once may not be enough;
• Being shown what it can look like, or different samples of work, can be helpful in creating a visible path.

Team development is a process. Different types of team development activities are required throughout the year. From team check-ins to retreats, ask yourself:

• What’s the best activity for the moment?
• What’s the most important thing for the team to focus on right now?
• What’s the best vehicle?
• When do we really need to get together?

In working in a virtual or remote space, all of us have the need to be a good people leader - not only formal managers - as we get work done through others.
 
Activity
Consider your skill base right now. What is one skill area you could become more effective in to boost your impact as a people leader?

Connection to the Workbook and Planner
Complete the Wheel of Virtual and Remote Work in PlanDoTrack and review the skills listed in Section 1 of PlanDoTrack. What do you notice? Where can you improve?

Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here.

Best wishes, 
Jennifer

Read and download the initial weeks of the 52 weeks of Plan, Do and Track

​Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019),  Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon
Book Jennifer for a coaching session to explore productivity, teamwork and business issues.
Contact her by phone at (416)996-8326
Check out the new 19 Productivity Tips on-demand program. Explore this video based program at  your own pace, and join Jennifer for bi-weekly calls as part of your course.
Follow the #90DaysPlanDoTrack series on Instagram

Week 32 Focus – One Percent Rule to Business Development
Focus Question: What are the consistent daily steps you want to undertake?
​
Description
Since 2005 I have been sharing what I call the One Percent Rule to Business Development. I've heard from a lot of entrepreneurs that they like this notion of incremental business action. So here it is!
The 1% rule to business development consists of a series of 8 different stages:
1. Create the Vision: Our vision sets the broad swath of possibility. It gets us thinking about what is possible. It also helps to anchor us when we think about where we want to go and what we want to do. Making our vision detailed and keeping it visible can be important. How are you enshrining your vision?
2. Prepare. During the preparation phase we want to get clear on what the requirements are for our work and projects. We want to know what a successful result looks like. We want to be clear on what resourcing is needed. During the preparation phase we will gather all the information we have so we can pull together a plan.
3. Create an action plan. In my work as a coach, I usually get my clients to create a One-Page Action Plan. The value of the One-Page Plan is that it contains all of the most important information in one page. The One-Pager be placed in a visual location so that you can refer to it quickly AND regularly. What’s on your action plan?
4. Seek out support. What is going to help you achieve the key goals you have set out for yourself? Support can take many forms – financial, technical, people. What do you need to be successful?
5. Take ongoing small steps. As my father, a retired entrepreneur himself, always reminds me that “Rome was not built in a day”. The premise behind the workbook planners is about taking REGULAR, CONSISTENT action. In building a business by ourselves burnout may be a possibility if we move too fast. It can be important to take regular small steps to create the momentum needed for things done quickly.
6. Test, Learn, Retest. In the sixth step were going to test things out. Today's volatility and complexity requires that we experiment regularly.  With the data we receive from the initial test or action we can learn and apply then retest and learn again. This is an iterative process which continues. Throughout the business cycle we may move through different bouts of experimentation. Each cycle creates an opportunity for learning and growth.
7. Learn, Iterate and Act. Each action creates a reaction, which over time creates its own momentum, making it easier to achieve the goal. Along the way learning and feedback will help to shape what we do.
8. Ultimately our goal is achieved. Based on our experience we will further refine the vision that we set out for ourselves, expanding it or modifying it based on our experience. This will further support and shape our actions are we move forward with the next cycle and process.
This cycle may take place in a short amount of time, for example a day or it may be phased over the longer term of a project.
 
Activity
Using your business or a current project, work through the One Percent Rule. What can action and learning look like around one of your most important goals? Map out the 8 steps of the One Percent Rule.

​Connection to the Workbook and Planner
Refer to the One Percent Rule to Business in Section 1 on page 29 of the Coaching Business Builder, or page 31 of PlanDoTrack.

Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here.

Best wishes, 
Jennifer

Read and download the initial weeks of the 52 weeks of Plan, Do and Track

​Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019),  Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon
Book Jennifer for a coaching session to explore productivity, teamwork and business issues.
Contact her by phone at (416)996-8326
Check out the new 19 Productivity Tips on-demand program. Explore this video based program at  your own pace, and join Jennifer for bi-weekly calls as part of your course.
Follow the #90DaysPlanDoTrack series on Instagram

Week 31 Focus – Marketing Review
Focus Question: What needs a tweak with your 5 P’s?
​
Description
Last week we started to take stock of where you are around dialogue and marketing of your work. Whether you are internal, or external, we are regularly marketing ourselves. Internally we may be focused on personal branding and/or creating and positioning a business case for our work. Externally, we want to offer the best item of value to our customers or clients.
 
When we explore the topic of marketing and program/product design, we often talk about the Marketing Mix or the 5 P’s– Product, Placement, Promotion, People, and Price. Knowing our 5 P’s and reviewing it regularly ensures that we are on target with what our customers or stakeholders want.
 
This week, as review, note what’s worked, and what hasn’t recently in the five different areas of the 5 P’s.

Activity
Use associated worksheet to note what’s worked and what hasn’t around the 5 P’s around your product or service offering.
Undertake a review of your metrics. This could include numbers of subscribers, engagement, posts, views, follows, comments etc. What do you notice?
What’s working around your marketing right now?
Consider the business which has come in, over last six months. What sources led to it? What is in the pipeline? What has shaped this?
 
Do an audit on your content. Consider:

• Content to be created
• Content which is being consumed
• Content which could be repurposed
• Syndication options – WHERE and THROUGH WHOM could you expand your web of followers and readership?

Connection to the Workbook and Planner
Part of doing a marketing review is reviewing metrics and trends. Take a look back at your notes. What do you notice? You may want to:

• Review the Annual planners and quarterly tools
• Review the monthly daily planners – what do you notice?
• Use the Content Creation Tools in the Coaching Business Builder or PlanDoTrack to Track and note ideas you want to action
• Use brainstorm list to capture these ideas around marketing

 
 Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here.

Best wishes, 
Jennifer

Read and download the initial weeks of the 52 weeks of Plan, Do and Track

​Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019),  Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon
Book Jennifer for a coaching session to explore productivity, teamwork and business issues.
Contact her by phone at (416)996-8326
Check out the new 19 Productivity Tips on-demand program. Explore this video based program at  your own pace, and join Jennifer for bi-weekly calls as part of your course.
Follow the #90DaysPlanDoTrack series on Instagram

Week 27 Focus – Communities on Social Media – Facebook, Mighty Networks, LinkedIn etc.…
Focus Question: What are the communities you want to build on social media?

Description
In early 2018 Facebook announced it was going to place an emphasis on communities in their social media ecosystem.

In addition to having a profile on the varying social networks, building community intentionally on social media has multiple benefits including cultivating connection with like-minded people, sharing resources with people who have a common interest, and also adding value to a community who can refer.

What are the communities you want to build on social media?
​
There are several different platforms you might want to consider including:

• Facebook
• Mighty Networks
• LinkedIn Groups

I’ve set up a number of different community opportunities I hope you will decide to connect around:

1. The PlanDoTrack Facebook page.
2. The Conversation Sparker Zone I host on Mighty Network which focuses on several smaller communities: Team and Group Coaching, Virtual Conversations, Virtual and Remote Entrepreneurship, Virtual and Remote Teamwork and Leadership. Join us there.
3. The CoachingBizBuilder feed over at Instagram. 

Activity
Consider what community you might want to spearhead in social media.

• What is the purpose?
• What are the guidelines?

​What content would you populate your new community on social media with? Consider material you have created, go-to resources from others, and polls to find out what people want.

Consider dedicating each day to a different theme: Throwback Thursday, Motivation Monday…

Connection to the Workbook and Planner
Use the Content Daily Trackers, and Content Brainstorm to identify key content you are sharing or plan to share.

Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here.

Best wishes, 
Jennifer

Read and download the initial weeks of the 52 weeks of Plan, Do and Track

​Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019),  Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon
Book Jennifer for a coaching session to explore productivity, teamwork and business issues.
Contact her by phone at (416)996-8326
Follow the #90DaysPlanDoTrack series on Instagram

Week 25 Focus – Building Connection & Community While Strengthening Your Personal Brand on Social Media
Focus Question: What does building connection and community mean for you? Why is this important?

Description
Connection and community are yearned for by many operating in the virtual and small business space. What are the ways you want to build stronger connection with others, and create more community? This week’s focus is on using social media as an avenue to build more connection and community.

As a virtual business it’s likely that many of your days are spent operating solo, bouncing in and out of virtual calls with people who might be hours, and time zones, away from you. Isolation is often seen as a downside to virtual work. Virtual and remote professionals may be more proactive in exploring various avenues for creating community and connection.

In building community consider these questions:

• Who is important to connect with?
• What topics or focus areas do I want to be in regular dialogue around?
• What can I contribute to others?
• Needs I have in order to do my work most effectively are…. I might be able to find them ____________.

In building connection within the virtual space, it may be a mix of:

• Push versus Pull: Here’s what I have to offer (PUSH) VS. Tell me what you need (PULL)
• Social Media vs. In-person Environments: Social media often gets a bad wrap for the time involved, yet it may be the communication flow for many virtual professionals. Different platforms can serve different purposes and historically have attracted different audiences. For example, consider LinkedIn’s focus on professional issues vs. Instagram’s visual story telling. We’ll be exploring tips for leveraging these two platforms in the coming weeks so stay tuned.
• Building time for meaningful connection: On a regular basis, consider having an offline conversation with people you are meeting. This might involve having a virtual coffee for 15 minutes or connecting around a shared interest to swap resource tips.
• Social media community involvement: What’s the purpose of joining different groups? What can you contribute? What time do you want to offer?

Six Questions

1. How much time do you want to dedicate to social media?
2. Which platforms do you want to be present on? (Consider your strengths, passions, clients etc)
3. What’s the message you want to share?
4. What do you want to track?
5. What does value add and engagement look like?
6. What is important to keep in mind?

Activity
Review or create your strategy around social media. What’s the purpose? What are you doing to do, WHEN?

What can you do to magnify your message? Consider how you can magnify and repurpose. What can you share different spins on the same item across platforms? For example, if you have written an article on something, could you pull out a couple of quotes to make it a tweet, or serve as a quote graphic?  Could that same article become the seeds of a presentation?
Review visibility tips.
Consider what your strengths are and what your key message is.

Connection to the Workbook and Planner
The Monthly and Daily Trackers in the planner section of the Coaching Business Builder and PlanDoTrack can be used to track how much time you are spending on promotion, the different channels, as well as what impact you are getting.
Use the Content Planner to make a plan you can execute on.
Check out the Don’t Just Do it Once! Tool in the content section so you can think about magnifying your message.

Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here.

Best wishes, 
Jennifer

Read and download the initial weeks of the 52 weeks of Plan, Do and Track

​Jennifer Britton - Potentials Realized
Check out the Weekly Planning Hack Facebook Live each Wednesday or Thursday here. Be sure to like our page to be updated each week!
Author of PlanDoTrack (2019), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)

Over the last month we’ve been exploring different skills and practices for virtual professionals. This week’s post focuses in on five people virtual team members need in their network. Given the more autonomous role of the virtual and remote employee, five people virtual team members will want to make sure they have strong relationships with, are:

• Their direct line supervisors - Given that matrix relationships may be more common, it’s likely that the virtual or remote employee is reporting to one, two or more leaders. It  may be someone local, someone on the project, and someone geographically.
• Mentors – An internal or external mentor can help navigate the waters of work and industry. Mentors provide valuable insights and stories about their own experience. They may also be a person you can take specific questions to who you cannot ask anyone else.
• Peers – Having a variety of peers to “go to” virtually is also important. Sharing best practices and resources to do your work more effectively is critical in today’s matrix environment. What are you doing to proactively build connection with other peers you work with?
• Connectors – People who can connect them to the necessary resources and people which will help them be successful. This could be a supervisor, a mentor, or it may be someone else…
• A community network – Remote work can be isolating. Having a local community network can be very important in providing support and an anchor.

Relationships in the virtual space do not “grow on their own” and earmarking time to have conversation can be important. It’s when we don’t have the answers that we realize we don’t know who to turn to. If you are new to a team, ask others, “Who else would you recommend I connect with?”. You’ll usually get a range of answers. Then the challenge becomes, when do you fit it in? Schedule a virtual coffee to meet others on a regular basis. All meetings don’t have to happen in your first few weeks!

Best, 
Jennifer

Questions form the backbone to any great coaching conversation. What is the state of questions being asked in your team?

While asking informational questions can be of great value, in the virtual team context, we may be in multiple conversations where we are using questions to:

• Help people clarify what they know themselves
• Create shared experiences and new shared knowledge
• Support people in coming up with a solution for their context

When we operate in the virtual and remote context it usually means that we aren’t having to advise, but rather coach. This can necessitate a different set of questions or a different way to ask questions rather than a Yes/No approach.

In creating more powerful questions for the virtual space we want to focus on a few things:

1. Make sure our questions are clear- Shorter is usually better. Are you asking one question at a time or more than one?
2. Consider when it’s more appropriate to ask an open-ended question rather than a question that will lead to a yes/no
3. Ensure that we are using language and terms that are more resonant to the person we are speaking with. The diversity on virtual teams can span language, technical skills, professional background, and geography to name a few. What is going to be understood best?

In coaching we usually encourage questions to be:

• Short and concise
• One at a time
• Starting with WHAT, rather than WHY (which may put people on the defense if trust levels are not high)
• Noting when HOW questions may put people into problem solving or how to, early
• Focused on both expanding awareness around issues AND supporting action

Take a look at this short video I created on 20 powerful coaching questions. You may find it useful to incorporate into your own work as well.
 
Best,
Jennifer

In a virtual team it is critical to build capacity given that people are working more autonomously. Time spent equipping team members with the tools to influence, be proactive and also communicate is key.
​
This week I wanted to zoom into three skills related to coaching that may be valuable to your virtual or remote team. These skills are:

1. Goals
2. Listening
3. Questioning

I often am amazed at how many organizations have not invested time, or resources, into helping team members work around goals. While there are many frameworks including:

• SMART Goals
• CLEAR Goals – see John Whitmore’s Coaching for Performance writing
• WOOP Goals

I usually encourage organizations to consider what’s going to work best for you. A majority of clients I work with are aware of SMART Goals, which we morph into SMART – E Goals, E meaning Exciting. If our goals are not exciting or motivating, it’s unlikely that we will get them done.

As a quick refresher – SMART goals are goals that are: Specific, Measurable, Achievable, Relevant and Timebound.

What is important to note around GOALS right now?

Best,
​Jennifer

It’s likely that your virtual and remote team may not get the support they need. As I often write “Out of sight should not equal out of mind”.
​
In a virtual and remote team, it can be very useful to provide peer support across the team. This might include things such as:

Mentoring pairs – If there are certain skills people want to develop, is there a way to create mentoring pairs across the team?

Peer partners - A valuable activity can be assigning peer partners across the team on an annual basis. Whether formal, or informal, having a partner people can meet with and ask questions to, can be valuable in sharing learning.

Job shadowing – Another interesting, and valuable, experience can be job shadowing virtually, where a more junior person is paired with a more senior team member. They may shadow meetings virtually and learn more about the behind the scenes work experience by co-working virtually. Consider how you might create a “take me to work day”.

Formal coffee break/meal sharing time – We learn a lot from each other informally. What are the informal pauses you can create for the team? This might involve coffee breaks where people can drop in for a chat once a week or every few weeks, or a lunch time potluck.

Co-working experiences - Where people bring projects they are working on and work together real time on a virtual platform like zoom, checking in at the top of each hour and working for several hour bursts. A session held like this once a month or more frequently can be incredibly valuable in terms of “getting things done” and also supporting learning across the team.

What are the different ways you can build in more virtual connection time across the team? This is critical for building your team culture.

Wishing you the best,
​Jennifer

Welcome to Q2! What are your top 3-5 priorities this quarter? Where do you have them enshrined or written down? Have you completed your Quarterly Planning Pages? (found on pages 139-148 of PlanDoTrack)
​
As we step into a new month, it is time for a new focus. On Mondays here at the PlanDoTrack blog I will be shifting my focus for the next two months to more of a focus on virtual teams. Whether you are an entrepreneur working with an extended team, or a corporate employee leading a remote team, you’ll find these next 2 months of posts useful.

This month also marks the start of our 15th Year Celebrations. It is hard to believe but it was 15 years ago that I founded Potentials Realized. I returned back to Canada on April 1st, 2004, after having spent most of the 90s and early 2000s working across Central and South America, the Caribbean and Europe. An eye infection “gone bad” led to permanent vision impairment in one of my eyes, a significant factor in bringing me “back home to Canada”. While it’s easy to say now that everything turned out well, one of the reasons I’ve shaped such a virtual business has been in part to circumvent my limitations, as much as possible! I am thankful that technology has made the team support even easier today than it was 15 years ago, turning this into a very viable business model.

I hope that you will join us throughout the next 12 months for monthly celebrations. I’ll be sharing different case studies of the work accomplished, and each month will have a different spotlight. You can download the 15th anniversary calendar here. And stay tuned at the PlanDoTrack Facebook page for announcements!
​
Now onward to our April Focus…..
The focus in April will be around virtual teams and on-boarding new members. In the virtual space, investing time in welcoming and on-boarding new team members is a very important function.

This month I’ll be sharing a variety of posts to support virtual teams with the on-boarding process.  It’s likely that you may not have a formalized process, or there may be one that is more geared to in-person work.

I’ll be referring back to a number of Teams365 posts I have offered in the past, so if you have not yet found that resource, be sure to check out this sibling blog geared for leaders, team members and others over at my main site – Potentials Realized.

Best,
Jennifer