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How to be a Connected
Remote Worker in 10 Easy
Steps

Improving Services and Reducing Costs Through
Flexible Working, Edgbaston, Public Sector Forums

Tuesday 23rd June 2009
                                      UKOLN is supported by:
Marieke Guy
Research Officer

                                    This work is licensed under a Attribution-
                                    NonCommercial-ShareAlike 2.0 licence

       www.ukoln.ac.uk                                                           www.bath.ac.uk
       A centre of expertise in digital information management
What do you do?
• I don’t work for a council, but do work in the public sector
  for a University
• I’m not a manager or support staff, but I am a user

• Who currently employs, manages or supports remote
  workers?
• Who is a remote worker?
• Who has had a go at working remotely?




 www.ukoln.ac.uk
 A centre of expertise in digital information management
Introduction to UKOLN
• UKOLN is a National centre of expertise in digital
  information management
• Library and cataloguing background
• Located at the University of Bath
• Funded by JISC and MLA to advise UK HE and FE
  communities and the cultural heritage sector
• Many areas of work including:
   – Digital preservation: DCC
   – Metadata, registry work
   – Repositories: eBank, Intute, SWORD, DRIVER
   – Dissemination: Ariadne, International Journal of Digital
      Curation
   – eScience: eCrystals….etc.

 www.ukoln.ac.uk
 A centre of expertise in digital information management
Introduction to Me
• Been at UKOLN 9 years
• Now a remote worker
• Member of the Community & Outreach Team
• Currently working on:
   – Chair of the Institutional Web Management Workshop
   – Cultural heritage work
• Previous roles/projects include:
   – Good APIs project, JISC-PoWR, JISC Standards
     Catalogue, QA Focus, SPP Project Manager, ePrints UK
     project manager, Public Library Focus work, NOF-
     digitise, Web Magazines


    www.ukoln.ac.uk
    A centre of expertise in digital information management
Today’s Resources
• All resources (and more) linked with Delicious tag:
  http://delicious.com/mariekeguy/flexible2009
• All ppts etc will be available from my blog
  http://remoteworker.wordpress.com/
• And Slideshare:
  http://www.slideshare.net/MariekeGuy/how-to-be-a-
  connected-remote-worker-in-10-easy-steps-1609293
• Feel free to email me (m.guy@ukoln.ac.uk) or follow me on
  Twitter (mariekeguy)




 www.ukoln.ac.uk
 A centre of expertise in digital information management
How to be a Connected Remote Worker in 10 Easy Steps
Work is becoming something you do, not a place you go to




                            http://www.flickr.com/photos/latteart/2547757031/
What’s a Remote Worker?
• Anyone who works from home (occasionally or full-time)
• Anyone who works beyond the office
• Anyone who works in a virtual team

• Somebody outside the pond

• Esther Schindler’s four ways in which a RW can operate:
   – At a fixed location at the employee’s home
   – At different offices
   – At a client site
   – As a true nomad or ‘road warrior’


 www.ukoln.ac.uk
 A centre of expertise in digital information management
Why Remote Working?
• Work-life balance
• Flexibility
   – Work on the go
   – Separate sites
• Loyalty and reduced absenteeism, staff retention
• Ability to recruit from anywhere
• Productivity
   – Work continuity
• Environment
• Reduction of overheads


 www.ukoln.ac.uk
 A centre of expertise in digital information management
Remote Working on the Rise
• Right to request flexible working extended (April 2009) -
  4.5m parents eligible
• Currently one-fifth of the UK workforce does some work
  from home (UK Office for National Statistics records)
• 90% of these are in managerial, professional, technical and
  skilled trades
• Consider the effect of:
   – Recession – cutting overheads
   – Pandemic – swine flu, need for risk management
      strategy
   – Environment
   – Weather - snow

 www.ukoln.ac.uk
 A centre of expertise in digital information management
Challenges
• Loss of face-to-face contact
   – Connection/collaboration with the team
• Perceptions of remote workers
• Morale
• Blurred boundaries
• Organisational issues
   – Corporate identity
   – Management approach
   – Trust
   – Budget
   – Culture
• Technical issues
   – Support
   – Security
 www.ukoln.ac.uk
 A centre of expertise in digital information management
http://www.flickr.com/photos/jakesdad/2838195408/




The ideal solution for most employees who
work remotely is for the set-up at home to
replicate the set-up in the office
1:Getting a RW started
• Hardware
   – PC, monitor, printer, keyboard, laptop, DVD rewriters,
      scanners, audio & video equipment, headset, speakers,
      phone, etc.
• Software
   – All the programmes they have in the office, and more!
   – User accounts
   – Remote access to email, calendar etc.
• Broadband and Wireless
   – Offer options, reviews, support alternatives
• VPN (SSL)
• Introduction to the organisation
   – Overview of systems, servers, Web site and Intranet
 www.ukoln.ac.uk
 A centre of expertise in digital information management
TECHNOLOGY




Technology is about connections - connecting
people to each other, to ideas, and to possibilities
2: Communications Tools
• Email
• Telephony
• VOIP
   – Skype, vontage
• Online Chat
   – AIM, Skype, SMS, IRC, Jabber,
• Social Networking – Facebook, Linkedin, Xing,
• Microblogging –Twitter, Yammer, Jaiku
• RSS – Google reader
• Recommendation services – Friend Feed
• Blogs
 www.ukoln.ac.uk
 A centre of expertise in digital information management
3: Collaborative Working Tools
• Wikis
• Shared applications
   – Google docs
• Project management tools
• Bookmarking tools
   – Delicious, Connotea
• File transfer
• Calendars




 www.ukoln.ac.uk
 A centre of expertise in digital information management
4: Virtual Meetings
•     Access Grid
•     Virtual Room Videoconferencing System (VRVS)
•     Skype
•     Tokbox
•     Webinar

• Value of community – support from outside the pond




    www.ukoln.ac.uk
    A centre of expertise in digital information management
5: Mobile Devices
• Smartphones, PDAs, Blackberries, laptops
• Make sure they are added in a structured way – record all
  devices – ID number
• Handset envy?
• Maintain all devices
• Making your data (Intranet etc.) available on mobile
  devices
• Mobile unified communications – bringing data back
• Mobile broadband – dongles, 3G
• Security issues – both data (encryption?) and actual devices
  (locks)

 www.ukoln.ac.uk
 A centre of expertise in digital information management
6: Technical Support
• Tracking system
   – Logging support calls, detailed audit trails
• Create online documentation
   – FAQs, self-help tools
• Remote assistance/access (windows/LINUX), remote PC
  diagnostic tools
   – Problems tend to cover connectivity, access rights,
     equipment support and application software
• Availability of staff
• Give RWs freedom to support themselves, feedback
• Security - anti-malware, firewall, data encryption software
• Security of data (greater risk of loss or theft?), Laptop
  encryption
 www.ukoln.ac.uk
 A centre of expertise in digital information management
7: Amplified Conferences
• Video Streaming
• Assigning a tag
• Creative Commons
• Sharing available resources
   – PPTs – Slideshare
   – Photos - Flickr
   – Video – YouTube
   – Podcasts – Podomatic
• Promote your resources




    www.ukoln.ac.uk
    A centre of expertise in digital information management
POLICY




When a boardroom policy is being created it should always
keep practical implementation at the front of its mind



                              http://www.flickr.com/photos/a440/512348882/
8: Policies
• Set them up in advance
• Make them clear and transparent
• But also make them flexible
• Cover:
   – Eligibility, availability, contact procedures, workspace
      requirements, equipment and usage, expenses, training,
      ownership, etc.
• Questions for consideration:
   – Can they use their own PC if they chose?
   – Can they use their work PC for home use?
   – Can other people use their PC?
• Observe the development of effective patterns of usage
  rather than dictate
    www.ukoln.ac.uk
    A centre of expertise in digital information management
9: Improving Morale
• RW fodder - self-sufficiency, self-belief and the ability to
  motivate themselves
• Inclusion and Support
• Shared Goals
• Time management
• Commitment
   – From remote workers
   – From all other staff
   – From management
   – From IT services
• Responsibility
• Feedback mechanisms – for RW and from team leader


 www.ukoln.ac.uk
 A centre of expertise in digital information management
10: A Support Framework
• UKOLN
   – Iterative process
   – RW community
   – RW champion
• JISC project Location Independent Working
   – 40 staff
   – Training and handbook
• Support Framework =
   – Technology +
   – Policies and Procedures +
   – Commitment +
   – Feedback


 www.ukoln.ac.uk
 A centre of expertise in digital information management
Public Sector Barriers
• UKOLN is aware that there can be some barriers to use of
  Web 2.0 services (legal, cultural, financial, technical,
  resource wise etc.) in the public sector
• Currently carrying out some work looking at reasons for
  bans on services
• All resources tagged on delicious using ‘barriers-to-social-
  web’ tag
• Please share examples of policies; both restrictive and
  sensible

• Times they are a changin…




 www.ukoln.ac.uk
 A centre of expertise in digital information management
Conclusions
• Research on virtual teams - 90/10 rule, i.e. that to work
  effectively they should comprise 90% people, 10%
  technology
• Communication and community are key
   – Inclusion and support
   – Shared goals
   – Encourage constructive feedback
   – Policies and procedures
• A connected remote worker requires commitment from
  everyone in your organisation


 www.ukoln.ac.uk
 A centre of expertise in digital information management
COMMITMENT




  UKOLN remote workers

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How to be a Connected Remote Worker in 10 Easy Steps

  • 1. How to be a Connected Remote Worker in 10 Easy Steps Improving Services and Reducing Costs Through Flexible Working, Edgbaston, Public Sector Forums Tuesday 23rd June 2009 UKOLN is supported by: Marieke Guy Research Officer This work is licensed under a Attribution- NonCommercial-ShareAlike 2.0 licence www.ukoln.ac.uk www.bath.ac.uk A centre of expertise in digital information management
  • 2. What do you do? • I don’t work for a council, but do work in the public sector for a University • I’m not a manager or support staff, but I am a user • Who currently employs, manages or supports remote workers? • Who is a remote worker? • Who has had a go at working remotely? www.ukoln.ac.uk A centre of expertise in digital information management
  • 3. Introduction to UKOLN • UKOLN is a National centre of expertise in digital information management • Library and cataloguing background • Located at the University of Bath • Funded by JISC and MLA to advise UK HE and FE communities and the cultural heritage sector • Many areas of work including: – Digital preservation: DCC – Metadata, registry work – Repositories: eBank, Intute, SWORD, DRIVER – Dissemination: Ariadne, International Journal of Digital Curation – eScience: eCrystals….etc. www.ukoln.ac.uk A centre of expertise in digital information management
  • 4. Introduction to Me • Been at UKOLN 9 years • Now a remote worker • Member of the Community & Outreach Team • Currently working on: – Chair of the Institutional Web Management Workshop – Cultural heritage work • Previous roles/projects include: – Good APIs project, JISC-PoWR, JISC Standards Catalogue, QA Focus, SPP Project Manager, ePrints UK project manager, Public Library Focus work, NOF- digitise, Web Magazines www.ukoln.ac.uk A centre of expertise in digital information management
  • 5. Today’s Resources • All resources (and more) linked with Delicious tag: http://delicious.com/mariekeguy/flexible2009 • All ppts etc will be available from my blog http://remoteworker.wordpress.com/ • And Slideshare: http://www.slideshare.net/MariekeGuy/how-to-be-a- connected-remote-worker-in-10-easy-steps-1609293 • Feel free to email me (m.guy@ukoln.ac.uk) or follow me on Twitter (mariekeguy) www.ukoln.ac.uk A centre of expertise in digital information management
  • 7. Work is becoming something you do, not a place you go to http://www.flickr.com/photos/latteart/2547757031/
  • 8. What’s a Remote Worker? • Anyone who works from home (occasionally or full-time) • Anyone who works beyond the office • Anyone who works in a virtual team • Somebody outside the pond • Esther Schindler’s four ways in which a RW can operate: – At a fixed location at the employee’s home – At different offices – At a client site – As a true nomad or ‘road warrior’ www.ukoln.ac.uk A centre of expertise in digital information management
  • 9. Why Remote Working? • Work-life balance • Flexibility – Work on the go – Separate sites • Loyalty and reduced absenteeism, staff retention • Ability to recruit from anywhere • Productivity – Work continuity • Environment • Reduction of overheads www.ukoln.ac.uk A centre of expertise in digital information management
  • 10. Remote Working on the Rise • Right to request flexible working extended (April 2009) - 4.5m parents eligible • Currently one-fifth of the UK workforce does some work from home (UK Office for National Statistics records) • 90% of these are in managerial, professional, technical and skilled trades • Consider the effect of: – Recession – cutting overheads – Pandemic – swine flu, need for risk management strategy – Environment – Weather - snow www.ukoln.ac.uk A centre of expertise in digital information management
  • 11. Challenges • Loss of face-to-face contact – Connection/collaboration with the team • Perceptions of remote workers • Morale • Blurred boundaries • Organisational issues – Corporate identity – Management approach – Trust – Budget – Culture • Technical issues – Support – Security www.ukoln.ac.uk A centre of expertise in digital information management
  • 12. http://www.flickr.com/photos/jakesdad/2838195408/ The ideal solution for most employees who work remotely is for the set-up at home to replicate the set-up in the office
  • 13. 1:Getting a RW started • Hardware – PC, monitor, printer, keyboard, laptop, DVD rewriters, scanners, audio & video equipment, headset, speakers, phone, etc. • Software – All the programmes they have in the office, and more! – User accounts – Remote access to email, calendar etc. • Broadband and Wireless – Offer options, reviews, support alternatives • VPN (SSL) • Introduction to the organisation – Overview of systems, servers, Web site and Intranet www.ukoln.ac.uk A centre of expertise in digital information management
  • 14. TECHNOLOGY Technology is about connections - connecting people to each other, to ideas, and to possibilities
  • 15. 2: Communications Tools • Email • Telephony • VOIP – Skype, vontage • Online Chat – AIM, Skype, SMS, IRC, Jabber, • Social Networking – Facebook, Linkedin, Xing, • Microblogging –Twitter, Yammer, Jaiku • RSS – Google reader • Recommendation services – Friend Feed • Blogs www.ukoln.ac.uk A centre of expertise in digital information management
  • 16. 3: Collaborative Working Tools • Wikis • Shared applications – Google docs • Project management tools • Bookmarking tools – Delicious, Connotea • File transfer • Calendars www.ukoln.ac.uk A centre of expertise in digital information management
  • 17. 4: Virtual Meetings • Access Grid • Virtual Room Videoconferencing System (VRVS) • Skype • Tokbox • Webinar • Value of community – support from outside the pond www.ukoln.ac.uk A centre of expertise in digital information management
  • 18. 5: Mobile Devices • Smartphones, PDAs, Blackberries, laptops • Make sure they are added in a structured way – record all devices – ID number • Handset envy? • Maintain all devices • Making your data (Intranet etc.) available on mobile devices • Mobile unified communications – bringing data back • Mobile broadband – dongles, 3G • Security issues – both data (encryption?) and actual devices (locks) www.ukoln.ac.uk A centre of expertise in digital information management
  • 19. 6: Technical Support • Tracking system – Logging support calls, detailed audit trails • Create online documentation – FAQs, self-help tools • Remote assistance/access (windows/LINUX), remote PC diagnostic tools – Problems tend to cover connectivity, access rights, equipment support and application software • Availability of staff • Give RWs freedom to support themselves, feedback • Security - anti-malware, firewall, data encryption software • Security of data (greater risk of loss or theft?), Laptop encryption www.ukoln.ac.uk A centre of expertise in digital information management
  • 20. 7: Amplified Conferences • Video Streaming • Assigning a tag • Creative Commons • Sharing available resources – PPTs – Slideshare – Photos - Flickr – Video – YouTube – Podcasts – Podomatic • Promote your resources www.ukoln.ac.uk A centre of expertise in digital information management
  • 21. POLICY When a boardroom policy is being created it should always keep practical implementation at the front of its mind http://www.flickr.com/photos/a440/512348882/
  • 22. 8: Policies • Set them up in advance • Make them clear and transparent • But also make them flexible • Cover: – Eligibility, availability, contact procedures, workspace requirements, equipment and usage, expenses, training, ownership, etc. • Questions for consideration: – Can they use their own PC if they chose? – Can they use their work PC for home use? – Can other people use their PC? • Observe the development of effective patterns of usage rather than dictate www.ukoln.ac.uk A centre of expertise in digital information management
  • 23. 9: Improving Morale • RW fodder - self-sufficiency, self-belief and the ability to motivate themselves • Inclusion and Support • Shared Goals • Time management • Commitment – From remote workers – From all other staff – From management – From IT services • Responsibility • Feedback mechanisms – for RW and from team leader www.ukoln.ac.uk A centre of expertise in digital information management
  • 24. 10: A Support Framework • UKOLN – Iterative process – RW community – RW champion • JISC project Location Independent Working – 40 staff – Training and handbook • Support Framework = – Technology + – Policies and Procedures + – Commitment + – Feedback www.ukoln.ac.uk A centre of expertise in digital information management
  • 25. Public Sector Barriers • UKOLN is aware that there can be some barriers to use of Web 2.0 services (legal, cultural, financial, technical, resource wise etc.) in the public sector • Currently carrying out some work looking at reasons for bans on services • All resources tagged on delicious using ‘barriers-to-social- web’ tag • Please share examples of policies; both restrictive and sensible • Times they are a changin… www.ukoln.ac.uk A centre of expertise in digital information management
  • 26. Conclusions • Research on virtual teams - 90/10 rule, i.e. that to work effectively they should comprise 90% people, 10% technology • Communication and community are key – Inclusion and support – Shared goals – Encourage constructive feedback – Policies and procedures • A connected remote worker requires commitment from everyone in your organisation www.ukoln.ac.uk A centre of expertise in digital information management
  • 27. COMMITMENT UKOLN remote workers