5 ways to engage remote workers

It is increasingly common for employees to wish to work from home on the odd occasion, eg in cases like transport strikes or last year’s snowy weather, or on a permanent basis to give them a better work-life balance.  Many not for profit managers also have to manage ground staff based overseas or in distant locations.

This means that enabling and managing remote working is becoming increasingly important to not for profit organisations - 86% of third sector decision makers say it is their key technical challenge.

But remote working can lead to employees feeling isolated and demotivated, as well as leaving their line managers in the dark about progress.  How can you manage remote staff to make them an effective part of a team?

Why use remote workers?

One of the most common reasons for employees choosing to work from home is to improve their work-life balance, eg giving them time to pick their kids up from school.  Flexible working is one of the key benefits that attracts staff to a third sector organisation (as shown in TPP’s fundraising recruitment survey), so being able to offer remote working is a definite advantage in sourcing top-quality employees.

Working remotely is also traditionally perceived to improve efficiency, as employees are happier and less stressed.  BT claim that flexible employees who choose remote working are 20% more productive than their office-based counterparts, while absenteeism has been reduced by 60%.   Allowing primarily office-based employees to work from home on the odd occasion can also greatly improve morale and therefore productivity.

Remote working also opens up opportunities for people living with disabilities, who might find it hard to work if they had to travel to an office, helping to improve your organisation’s diversity and giving you a wider pool of potential employees.

Many not for profit organisations, particularly those working in international development, prefer to employ local staff who are native speakers to run their programmes overseas.  However, these employees are often ultimately managed from the UK.

Enabling employees to work from home can also allow money-conscious charities to save, as overhead costs are cut and productivity is maintained if staff cannot get in to work, as in last year’s period of snowy weather, in which snow absence rates in the UK were estimated to reach almost 14% and cost the economy £0.5bn a day.

1.  Hire the right employees

Managing your home workers to ensure they stay effective starts right at the point of recruitment.  Selecting the right staff is important – look for employees with previous successful experience of remote working and justifiable reasons for wanting to work from home.  Even if they are not office-based, it is still important that they fit with the organisation and team culture.

It is also important to make sure that contracts set down the terms of remote working clearly, and measures of performance are in place from the start.   Make sure these are consistent across all your remote and office-based staff to avoid generating resentment.

Also detail the parameters of this type of work arrangement. If employees are working off-site, how quickly do you expect them to respond to e-mails, pages or phone calls? Can they work a flexible schedule or do they need to perform their jobs during specific hours? What technologies will be made available to employees to facilitate working remotely? How many days a week can people telecommute? etc.  Not every position lends itself to a teleworking arrangement

The more effort you put into defining requirements such as these early on, the less complicated it will be to supervise people once they are off-site.  TPP Not for Profit has recruited many remote workers to the third sector, and we can offer great advice and help to organisations looking to recruit home workers.

2.  Keep remote workers included

Managing remote workers is all about inclusion – it is all too easy to overlook employees not in the office.  Include remote workers in all team meetings, either in person or via a conference call or on speakerphone, and make sure they are invited to staff events, even informal ones like team drinks.

Lack of opportunities to chat informally with colleagues can also hinder working relationships, as it makes it harder for fellow employees to build the rapport that helps with collaborative projects.  Encouraging all group members to hold frequent discussions can help to keep teleworkers engaged, even if it’s just to let everyone know that work is progressing to schedule.

Where possible, you should also encourage your remote workers to visit the office on a regular basis, eg for monthly catch-ups or for important group meetings.  This allows them to meet their colleagues face-to-face.  If this is not possible, organisation charts and staff profiles with pictures can help remote employees put faces to names.

3.  Train in steps

It’s important to make sure that remote workers aren’t forgotten about when it comes to staff training, both at the start and throughout their careers.

When office staff are trained, a manager can constantly oversee their progress and give instant feedback.  With remote staff, this process is much harder but can be avoided by training in chunks, or scaffolding.  Essentially, the training programme is split into steps and a new employee must be able to demonstrate that they are fully competent in each stage before they can progress.

Training this way means that a manager can be fully confident that their remote employee can handle tasks on their own without constant feedback and support.

4.  Set goals and monitor progress

It is usually necessary to have a more formal schedule of update meetings with remote employees than office-based staff.  Ideally, you should aim to have a quick daily phone call with each remote worker, followed by a longer weekly catch-up.

You need to be even more clear when setting goals for remote workers; making sure that the expectations of both parties are agreed at the start of each project and a schedule of formal contact to monitor progress is set.  There should be clear procedures in place for remote workers to follow and people to contact if things start to go wrong at any point.

When it comes to monitoring the productivity of remote workers, managers have an advantage, in that there is usually an extensive document trail to help them investigate concerns or problems, for example by checking when employees were logged into a network.

5.  Keep improving your processes

If you are successfully using remote workers, it is important to keep evaluating and improving your processes.  Feedback from both remote and office-based workers about how the situation is progressing is vital to make sure both sides remain happy.  New technology is constantly being developed that can help to make remote workers more integrated with the rest of the team.

Most importantly - don't distance yourself from team members. Be available to them, this will increase the trust they have in you and let's you show them that you respect them.

Examples

Some case studies on remote working from the not for profit sector:

ramsac Provide CHASE hospice care for children with Remote Working
NPC slashes ICT costs and risk to maximize its impact
Home-based workers fundraise for charity: Actionaid's NTT operation
Case Study: Merlin Life-saving Communications at an Affordable Price
Case Study: New Charter Housing Group
Case Study: ActionAid

The Pitfalls of Ignoring Poor Performance

Charities are continuing to feel increasing economic pressure and this is having a negative effect on staff morale.  60% of charity staff have experienced redundancies in their organisation, and 55% feel their workloads are getting heavier, leading to stressed and unproductive employees.  And with half of voluntary sector leaders expecting their organisation’s situation to worsen over the next 12 months, the situation is not likely to improve in the near future.

However, not for profit organisations can be reluctant to tackle poor performance in the workplace - only 57% of staff reportedly receive useful feedback on how they are performing.  With over 218,000 employment tribunal claims brought last year, and charities particularly vulnerable to claims, failure to manage underperformance can have serious consequences for charities.

In this article, TPP examines the most common reasons for failing to tackle poor performance, and why these are misconceptions.



"Nonprofits should be kind"

This is an extremely common problem in the not for profit sector.  Most charities recognise that their staff often accept lower pay than in the private sector but expect a higher level of job satisfaction.  Combined with the fact that charities exist to promote ethical values, this can often lead managers to want to be “kind” to their employees, and turn a blind eye to underperformance.

However, failing to tackle poor performance at an early stage is more often than not an unkindness, both for the organisation, whose effectiveness will suffer, and for the employee themselves, who will continue to underperform until their manager has to tackle the problem, which can be a set up for an unfair dismissal claim.  Unproductive employees are also usually unhappy in their job, and treating the problem can improve morale all round.  Being a supportive manager, who proactively handles performance and develops their employees, is not being unkind. Allowing people to fail is unkind.

“We need to follow this through by managing poor performance when it arises. Anyone who hides behind the charity mask on this one and feels it is not compatible with being nice to people is not being professional or businesslike - nor maintaining the charity ethos.”
Valerie Morton in Third Sector magazine


Fear of litigation

Charities are usually heavily reliant on their public image to bring in funding and volunteers, and so are reluctant to enter situations where litigation might result which will give them negative press.  Charity employees can be more willing than most to bring a claim against their employer if they feel they are being treated unfairly, as they have an innate sense of justice and fair play.  This means that voluntary sector managers can be unwilling to speak to employees about poor performance and scared of getting into situations which they feel may eventually lead to dismissal.

Once again, the solution to this is to tackle poor performance at an early stage, rather than simply ignoring it.  Properly handled, an employee may well improve their effectiveness, avoiding the need for dismissal.  But if it does get to that stage, an employee is more likely to feel aggrieved about being dismissed if their employee has not attempted to address and solve the issues leading to the underperformance, and will almost certainly have a stronger case at tribunal because of this.


Worrying about morale

In the current economic climate, when many charities have experienced downsizing, many managers are concerned about maintaining the morale of their team and fear that confronting an employee, particularly one that is popular with the rest of the staff, about their performance may lead to a wave of fear among the team and a drop in morale.

In this scenario, managers are assuming the worst.  Handling unproductiveness sensitively and at an early stage can lead to the employee becoming both more productive and more satisfied, which is likely to positively affect the rest of the team.  If this does not happen, and the process eventually leads to a dismissal, there certainly is a risk that the rest of the team will become worried, but reassurance and support can help to tackle this.  However, leaving that employee to carry on as they are will definitely lead to a drop in morale as the rest of the team have to make up the slack.


Extenuating circumstances

A common reason for underperformance can be personal problems that are unrelated to work.  If a manager is aware of these circumstances, they could very well be tempted to let poor performance slide on the assumption that the employee’s effectiveness will improve once the situation has been resolved.  However, simply ignoring the issue is doing the employee no favours.

Talking through the issue with the member of staff will alert them to your concerns, demonstrate your support in their situation and may lead to a mutually beneficial solution, such as allowing them to take a paid leave of absence.


Losing a star performer

Sometimes, an employee can be a high performer in numerical terms, but can still require performance management for unacceptable behaviour, such as negativity, dishonesty, harassment or bullying.  Managers may be reluctant to tackle this behaviour, even if it is having a negative impact on the rest of the team, for fear of losing their star performer.

Leaving this kind of behaviour untackled ends up sending a message to the rest of the staff that conduct like this is acceptable as long as targets are met.  Staff may become disillusioned and leave due to perceived unfairness.  Performance management should always have the welfare of the team as a whole in mind, not just that individual.


Conclusion

If your beneficiaries are likely to suffer due to a drop in team productivity and morale, is there really any excuse that could be valid for failing to deal with poor performance early on?  A good manager should be able to effectively communicate and document an employee’s poor performance in a timely manner, so that any disciplinary action is never a surprise. If it does happen, it should only be the culmination of a process where the manager is sincerely working to change an employee’s behaviour for the betterment of the organization.


Resources

Further advice on performance management and involuntary redundancy:
KnowHow NonProfit
CIPD
10 point checklist for confronting poor performance
Crash Course: Seven ways to manage poor performance

Training
CS Skills Centre - Managing poor performance
The Centre - Managing poor performance, absence and stress

Healthcare Conferences UK - Managing Poor Performance and Supporting Nurses in Difficulty

Forms & Templates
Various forms are available from HR Bird

Finally, for further guidance on how NOT to conduct a performance review, learn from the master - David Brent.

Free HR Seminar for Not for Profit Organisations

TPP Not for Profit are holding a free HR breakfast seminar on Thursday 20th Oct at Toynbee Hall, London.  The seminar will be an employment law update, covering several in-depth examples of recent case law, with an emphasis on the practical actions that HR Managers of not for profits, or those responsible for HR in their organisation, will need to take.

Follow the link below for more details or to book your free place>
http://www.tpp.co.uk/hr-seminar-oct-11

5 common traps to avoid when conducting appraisals

Annual performance appraisals can be an essential tool to maintaining success in not for profit organisations, but many employees view the appraisal process as a box-ticking exercise that never leads to real change and is only useful for inspiring Dilbert cartoons.

But if done correctly, appraisals can recognise, reward and promote excellent performance, establish baselines for employment decisions and provide notice to employees who need improvement or development.

Appraisals can only achieve this if done properly and poorly-conducted appraisals can do more damage to an organisation than not holding any at all.  Here are some common mistakes that managers make in the appraisal process and what you can do to avoid them.


1. Over-generous evaluations

Many top companies force managers to force-rank employees during appraisals, so only a set percentage of employees can ever receive the best performance rating.  While this may be too harsh for the not for profit sector, giving employees an over-generous evaluation can lead to a number of problems.  It’s easily done as managers usually want the best for their employees, but it can provide those staff members with a false sense of security and devalues above-average performance by others.  And if an employee is criticised or penalised for performance issues in the future, any discrepancy with their appraisal may give them a basis for legal action.

There are two key ways to avoid this.  When judging an employee’s performance, consider each criteria as average to start off with and then adjust up or down.  It is psychologically much easier to give an employee an accurate evaulation this way than grading down from a perfect score.  The other method is to judge an employee against their peers – is their performance stronger or weaker than average?  This will help make your best (and worst) employees stand out from the average majority.


2. Focussing on most recent performance

When preparing for an appraisal, the last few months will obviously be foremost in your mind.  But an effective annual appraisal must give equal weight to the full 12 months, or employees who have a burst of productivity right before an appraisal will have an unfair advantage over those who have produced consistent results over the year.

Managers should also keep track of their employee’s performance over the year and bring up any variations between time periods.


3. Obsessing about quantifiable data

Managers often feel that in order to deliver objective evaluations, they have to stick to performance data that can be quantified, or counted.  However, objectivity simply means that opinions must be given without personal prejudice, not that opinions should be discounted in favour of figures.  After all, success in many roles is simply not quantifiable.  It’s always best to give solid examples of past performance to back up an evaluation, but they do not necessarily have to consist of countable units.

After all, the most important questions for an employee in an evaluation are things like: How am I doing?  Are you pleased with my work?  Is there a future for me within this organisation?  None of these questions have quantifiable answers.


4. Lack of focus on performance

A good appraisal is about only one thing; how well that employee has achieved their job goals.  Therefore, any discussion about timekeeping, attitude, dress etc should not be included in an appraisal discussion unless it directly affects an employee’s performance.

There is a natural human bias for managers to favour employees who think and act like themselves, which can give some staff an unfair advantage at appraisal time.  It is much more important to concentrate on whether an employee delivered the desired results than whether they followed the same process you would have done.

Sticking purely to results will also help to avoid inadvertent stereotyping, such as penalising employees who may appear less dedicated because they don’t stay late at night.


5. Treating appraisals as negotiations

Many appraisals are prefaced by both the manager and employee completing the same evaluation form.  This can have the unfortunate effect of making the appraisal into a negotiation as managers compromise in order to gain agreement from the employee.

While self evaluation is a useful starting point, ultimately the appraisal is a formal record of your opinion, as the manager, on the quality of the employee’s work.  Employees should be asked for their opinions on any feedback they are given, but the objective of this is to ensure that they understand your perspective, not to ensure that they agree with it.


An effective performance appraisal process can be an extremely valuable tool for any organisation, but in many of them the process has overshadowed the effect.  Simply filling out forms and conducting interviews does not measure employee performance.  Make sure you are not sabotaging the effectiveness of your appraisals.

More advice on conducting appraisals is available from the CIPD.






Note: This article should not be construed as legal advice pertaining to specific factual situations.