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Be Remotely Human: Maintaining a human touch in a
remote-working environment
Dr Bonnie Cheuk, Business & Digital Transformation Leader
Co-Founder of Sense-Making Methodology Institute Company Restricted
DIGITAL
TRANSFORMATION
HUMAN TOUCH
PhD Info Seeking and Use behavior
Co-founder, Sense-Making Methodology Institute
Author, Social strategy in action: driving digital
transformation
Connect, Communicate, Collaborate, Innovation,
Knowledge Management, Enterprise2.0,
Marketing & Comms, Customer Experience
[Pharma, Banking, Consulting, Government]
/bonniecheukHello… My name is Bonnie Cheuk
In the next 30 min, we will uncover
3
1. Today: How do you feel about working
as a team in the virtual world?
2. Pathfinder: What might be some better
ways to be “Remotely Human”?
3. Tomorrow: Fill your shopping cart with
ways of working you really want!
#BeRemotelyHuman
http://sense-making.org/bonniecheuk/
Please take a piece
of paper and a pen.
Go back in time
Q1: How do you feel about the effectiveness of working remotely as a team?
4
Mar Jun Oct
1
Not very
Effective
5
Highly
effective
Q2. What have been most helpful and unhelpful, when you
collaborate as a team virtually?
5
(+)
Top 3
(-)
Top 3
Three phases of working remotely as a team
6
Tools(Basic)
What
tools to
use?
Tools(Advanced)
What
advanced
features
to use?
Teameffectiveness
Be
Remotely
Human:
Are we
effective?
“Just turned up the volume on how often your team use their existing meeting and
collaboration tools is not enough to work better together in a distributed way.”
How does work get done today?
7
New Ways of Working in a Virtual World
8
It is physical
distancing
NOT
social distancing
Working as a
team virtually
requires us to be
Remotely
Human
Being Human: We experience the world around us
9
Sense-Making Methodology Institute http://www.sense-making.org
Sense-Making Methodology Institute http://www.sense-making.org
Sense-Making Methodology Institute http://www.sense-making.org
Situation
• Assumptions
• Past experience
Gaps
• Questions
• Muddles
• Confusion
Help build the bridge
• Facts, data, ideas
• Beliefs, values, attitude
• Feeling, emotions, stories
Sources that may help
• Channels
• People
Outcomes
Context /
constraints
Sense-Making Methodology Institute http://www.sense-making.org
Be Remotely Human
13
“There's a loss of hallway chatter, camaraderie, and
serendipitous experiences with other colleagues.
Everyone is much less visible, and it takes a toll on
collaboration because it's just harder to connect with co-
workers, even with all the digital tools in hand.”
- Dion Hinchcliffe
14
Sense-Making Methodology Institute http://www.sense-making.org
Q1: What do I want to achieve?Q2: What situation am I facing?
What led up to this point?
Q3: What challenges,
questions, muddles do I
have? How do I feel?
Q4: What is helping?
What is not helping?
Q7. What can help me to
move forward?
Q8. How does that
connect with me, my
team, my function?
Q6. If I have a magic
wand, I would like….
Q5. Are there forces that
constraint me (e.g. can I
speak up)?
….
In groups of 4, share how you see the situation, guided by these questions.
Take turns to share your experience, 2 mins max per person. Do not interrupt the speaker until 2 mins is up.
Being Human: Dialogue Guide (Source: AstraZeneca COVID-19 Leader Toolkit)
3 scenarios
15
1. Face-to-face project check in meeting: Information
Sharing
2. Problem solving meetings: Brainstorm and Ideation
3. Work = back-to-back meetings?
Scenario 1: Face-to-face check in meetings
16
In a F2F meeting, you have
agenda, objectives, outcomes,
roles and decisions made. You
bring out issues and risks.
A lot of content is presented.
It is efficient, but not necessarily
with human touch.
Human beings are very adaptive.
We get used to it.
Scenario 2: Problem Solving meetings
17
In a F2F problem solving meeting,
you gather in groups. You explore the
problem, agree, disagree, brainstorm,
share your diverse views.
You use post-it, write in flipcharts, you
cross things out, you vote and finally
agree on a way forward.
You connect and build on one
another’s input. You relate with one
another.
Scenario 2: Problem Solving meetings
18
AND… we run out of time
• Meeting that goes on for too long
• Timekeeping is missing
• Some people dominate
• No time for everyone
• Talk over one another
• Not everyone has a voice
• No conclusion
• Sorry, I need to drop off
Scenario 3: We carry out a variety of tasks at work
19
In the office environment, how do you
get work done?
Sometimes you have a team meeting.
At other times, you walk over to your
colleague’s desk to ask a question.
You go to the coffee machine to have
a break. You organise an external
lunch meeting.
And… you set aside time to think,
analyse data, create work.
Be Remotely Human: Physical distancing NOT social distancing
20
You can take back control, take care of yourself and one another.
Option 1. Do you need another team meeting?
21
1. The matter requires input from other team
members
2. I am looking for an exchange of ideas
between team members
3. I need help brainstorming about a project
4. I have a clear meeting goal/agenda, and the
participants have enough time to prepare for
the meeting
5. I need to set up a 60-min meeting, I am asking
for feedback on a piece of deliverables
6. I need to set up a meeting to share updates
Which item(s) do you think do NOT need another team meeting?
How can you organise team work (virtually)
22
Office 365 capabilities
✓Real-time Doc
Collaboration
✓MS Team: sharing real
time updates
✓MS Forms: get
input/feedback
✓OneNote: Team minutes
✓MS Team planner:
organise tasks
✓Power BI, etc.
Familiar digital tools
✓Emails
✓MS Team calls
✓Documents in MS Team
Option 2. Challenge the Meeting Status Quo
23
Time Activities
9am Meeting
10am Meeting
11am Meeting
12pm Meeting
1pm Meeting
2pm Meeting
3pm Meeting
4pm Meeting
5pm Meeting
6pm Meeting
Time Activities
9am Meeting
10am Review deliverables
11am Post an update
12pm Create report, ppt
1pm Lunch
2pm 1:1 walking phone call
3pm [blank] *Time to take care of yourself and others
4pm Meeting
5pm Check updates, webinar
6pm 5-min reflection time
24
Option 3. Meeting Roles
Introduce meeting roles that enable inclusion; encourage diversity of
thoughts and aid effective (virtual) meetings​.
Option 4. Have Great Online Meetings
25
•Arriving form
•Arrived
•Be honest
Start
•Seek info
•Discuss
•Reflect
•Sensemaking
•Meeting roles
Middle •Conclusion
•GoodbyeEnd
Credit: Victoria Ward for her inspiration on this topic
26
Arriving from
Your “stage”
What can you see / hear
from where you are?
How are you feeling:
colour? weather?
Arrived
Welcome… Meeting
starting now
Agenda, Roles,
Protocols
(chat, raise hand,
recording)
Be Honest
Personal requests
(don’t assume others
know)
Exceptional
circumstances (ask for
understanding)
Start
1-min self-reflection:
One thing you think you MUST do at the beginning of virtual meetings
27
Seek Input
1-min self reflection
Timebox: Online Chat
1-2-4-ALL
Sense Making
Minimise info provision
(5 min)
Use Sense Making
Questions (8 min)
Make time for sharing
ideas (5 min)
Power of
Sharing
Leaders/SMEs give
explicit permission to
speak up
What do you agree and
disagree with (5 min of
dissent)
ESMO, Meeting roles,
Waterfall chat
Middle
• What happened? Tell me a time when you….
• What led you to this conclusion?
• Any questions, muddles?
• Any ideas, suggestions?
• How do you feel?
• What help?
• What hinder?
• Any power issue? Anything remain unsaid?
• How does this topic connect with you, your
function?
• If you have a magic wand, what would you
wish for?
Useful Questions to Give Voice to Everyone
Sense-Making Methodology Institute http://www.sense-making.org
Waterfall chat in action
Share your top 3
recommendations to be
remotely human
30
Shorter
Meeting
Give 5 min back
Say proper goodbye
Do not “drop” from the
meeting – it’s painful
Good closure
Clear next steps and
actions (doc location)
People who miss the
meeting can catch up
(Be transparent)
Asynchronous comms
between meetings
Reflect
What have I/we
learned?
What can be done
differently?
Give thanks and
recognition
End
31
Option 5: Learning out Loud Circles
32
Option 6: Pause-and-Reflect:
What have you learned in the past 4 weeks?
33
Option 7: Meet me at the Watercooler
Check out Time
34
1. Are you user-centric or employee-centric
when using remote working tools?
2. Do you use 6Hs – head, heart, hands,
habits, hegemony, habitus - to relate with
one another?
3. In remote working sessions, do you build
in micro-structures to give voice to
everyone? to allow collective sense
making?
4. Are you making use of digital tools in the
best way to avoid back-to-back meetings?
Check out Time
35
• Fill your shopping cart with (virtual) ways
of working you really want for your team
• Write down 3 things you like to put into
action – put them in the shopping cart!
We can all be remotely human…
36 It’s Physical Distancing NOT Social Distancing
37
38
COVID-19 Leadership Toolkit 2020 on Degreed
Virtual collaboration
1 Slow Down to Speed Up - Take the time
to set expectations, to focus, to create
processes on how the team will interact,
and to put the appropriate tools in place.
Review by asking: Do we need some
new agreements or to adjust some
existing ones? Use the collaboration
contract
2 Respect time zone difference: Rotate
the role of early riser on a weekly or
monthly basis
3 Put extra time and extra planning effort
to host virtual meetings, ensure
everyone has a voice, promote
mental/emotional connection with one
another. Create psychological safety by
building trust and encourage team
members to speak up
With the need to work as virtual teams, we need to take extra care to treat one another as human
beings with emotions and feelings, and to respect and celebrate diversity of thoughts/preference.
Top tips:
4 Maximise opportunity to express nonverbal cues:
turn on video, explicitly check-in on the sentiment
of the participants. Communication is key
5 Make people feel like they are physically
together: invite people to share where they are,
what do they see outside the window. Talking
about physical spaces create “togetherness”
6 Choose from a range of collaboration
Technologies to keep the virtual team connected.
Consider both live and asynchronous
collaboration tools. E.g. keep a chat room open
for team members to hang out anytime
7 Make feedback more frequent and less formal.
Set expectation with the team that it is something
you all deliberately practice. Consider meetings
with a celebration section on both work and
personal milestone. Workplace can be a great
place share successes
Key resources:
7 habits to virtual collaboration –
Workplace post
Peer-to-peer coaching and feedback
training video
Collaboration contract
Stakeholder mapping
Meeting design
Further resources:
How to run a great virtual meeting
How to be a virtual meeting hero
Alternative way to approach and
design how people work together
39
Credit to Dr Brenda Dervin for her
ongoing inspiration and guidance
@bonniecheuk/bonniecheuk http://www.sense-making.org
Thank you. Let’s learn together!
http://www.sense-making.org/bonniecheuk
Confidentiality Notice
This file is private and may contain confidential and proprietary information. If you have received this file in error, please notify us and remove
it from your system and note that you must not copy, distribute or take any action in reliance on it. Any unauthorized use or disclosure of the
contents of this file is not permitted and may be unlawful. AstraZeneca PLC, 1 Francis Crick Avenue, Cambridge Biomedical Campus,
Cambridge, CB2 0AA, UK, T: +44(0)203 749 5000, www.astrazeneca.com
40
Confidentiality Notice
This file is private and may contain confidential and proprietary information. If you have received this file in error, please notify us and remove
it from your system and note that you must not copy, distribute or take any action in reliance on it. Any unauthorized use or disclosure of the
contents of this file is not permitted and may be unlawful. AstraZeneca PLC, 1 Francis Crick Avenue, Cambridge Biomedical Campus,
Cambridge, CB2 0AA, UK, T: +44(0)203 749 5000, www.astrazeneca.com
10

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Be remotely human maintaining a human touch in a remote working environment Dr Bonnie Cheuk IQPC 28Oct2020

  • 1. Be Remotely Human: Maintaining a human touch in a remote-working environment Dr Bonnie Cheuk, Business & Digital Transformation Leader Co-Founder of Sense-Making Methodology Institute Company Restricted
  • 2. DIGITAL TRANSFORMATION HUMAN TOUCH PhD Info Seeking and Use behavior Co-founder, Sense-Making Methodology Institute Author, Social strategy in action: driving digital transformation Connect, Communicate, Collaborate, Innovation, Knowledge Management, Enterprise2.0, Marketing & Comms, Customer Experience [Pharma, Banking, Consulting, Government] /bonniecheukHello… My name is Bonnie Cheuk
  • 3. In the next 30 min, we will uncover 3 1. Today: How do you feel about working as a team in the virtual world? 2. Pathfinder: What might be some better ways to be “Remotely Human”? 3. Tomorrow: Fill your shopping cart with ways of working you really want! #BeRemotelyHuman http://sense-making.org/bonniecheuk/ Please take a piece of paper and a pen.
  • 4. Go back in time Q1: How do you feel about the effectiveness of working remotely as a team? 4 Mar Jun Oct 1 Not very Effective 5 Highly effective
  • 5. Q2. What have been most helpful and unhelpful, when you collaborate as a team virtually? 5 (+) Top 3 (-) Top 3
  • 6. Three phases of working remotely as a team 6 Tools(Basic) What tools to use? Tools(Advanced) What advanced features to use? Teameffectiveness Be Remotely Human: Are we effective? “Just turned up the volume on how often your team use their existing meeting and collaboration tools is not enough to work better together in a distributed way.”
  • 7. How does work get done today? 7
  • 8. New Ways of Working in a Virtual World 8 It is physical distancing NOT social distancing Working as a team virtually requires us to be Remotely Human
  • 9. Being Human: We experience the world around us 9 Sense-Making Methodology Institute http://www.sense-making.org
  • 10. Sense-Making Methodology Institute http://www.sense-making.org
  • 11. Sense-Making Methodology Institute http://www.sense-making.org
  • 12. Situation • Assumptions • Past experience Gaps • Questions • Muddles • Confusion Help build the bridge • Facts, data, ideas • Beliefs, values, attitude • Feeling, emotions, stories Sources that may help • Channels • People Outcomes Context / constraints Sense-Making Methodology Institute http://www.sense-making.org
  • 13. Be Remotely Human 13 “There's a loss of hallway chatter, camaraderie, and serendipitous experiences with other colleagues. Everyone is much less visible, and it takes a toll on collaboration because it's just harder to connect with co- workers, even with all the digital tools in hand.” - Dion Hinchcliffe
  • 14. 14 Sense-Making Methodology Institute http://www.sense-making.org Q1: What do I want to achieve?Q2: What situation am I facing? What led up to this point? Q3: What challenges, questions, muddles do I have? How do I feel? Q4: What is helping? What is not helping? Q7. What can help me to move forward? Q8. How does that connect with me, my team, my function? Q6. If I have a magic wand, I would like…. Q5. Are there forces that constraint me (e.g. can I speak up)? …. In groups of 4, share how you see the situation, guided by these questions. Take turns to share your experience, 2 mins max per person. Do not interrupt the speaker until 2 mins is up. Being Human: Dialogue Guide (Source: AstraZeneca COVID-19 Leader Toolkit)
  • 15. 3 scenarios 15 1. Face-to-face project check in meeting: Information Sharing 2. Problem solving meetings: Brainstorm and Ideation 3. Work = back-to-back meetings?
  • 16. Scenario 1: Face-to-face check in meetings 16 In a F2F meeting, you have agenda, objectives, outcomes, roles and decisions made. You bring out issues and risks. A lot of content is presented. It is efficient, but not necessarily with human touch. Human beings are very adaptive. We get used to it.
  • 17. Scenario 2: Problem Solving meetings 17 In a F2F problem solving meeting, you gather in groups. You explore the problem, agree, disagree, brainstorm, share your diverse views. You use post-it, write in flipcharts, you cross things out, you vote and finally agree on a way forward. You connect and build on one another’s input. You relate with one another.
  • 18. Scenario 2: Problem Solving meetings 18 AND… we run out of time • Meeting that goes on for too long • Timekeeping is missing • Some people dominate • No time for everyone • Talk over one another • Not everyone has a voice • No conclusion • Sorry, I need to drop off
  • 19. Scenario 3: We carry out a variety of tasks at work 19 In the office environment, how do you get work done? Sometimes you have a team meeting. At other times, you walk over to your colleague’s desk to ask a question. You go to the coffee machine to have a break. You organise an external lunch meeting. And… you set aside time to think, analyse data, create work.
  • 20. Be Remotely Human: Physical distancing NOT social distancing 20 You can take back control, take care of yourself and one another.
  • 21. Option 1. Do you need another team meeting? 21 1. The matter requires input from other team members 2. I am looking for an exchange of ideas between team members 3. I need help brainstorming about a project 4. I have a clear meeting goal/agenda, and the participants have enough time to prepare for the meeting 5. I need to set up a 60-min meeting, I am asking for feedback on a piece of deliverables 6. I need to set up a meeting to share updates Which item(s) do you think do NOT need another team meeting?
  • 22. How can you organise team work (virtually) 22 Office 365 capabilities ✓Real-time Doc Collaboration ✓MS Team: sharing real time updates ✓MS Forms: get input/feedback ✓OneNote: Team minutes ✓MS Team planner: organise tasks ✓Power BI, etc. Familiar digital tools ✓Emails ✓MS Team calls ✓Documents in MS Team
  • 23. Option 2. Challenge the Meeting Status Quo 23 Time Activities 9am Meeting 10am Meeting 11am Meeting 12pm Meeting 1pm Meeting 2pm Meeting 3pm Meeting 4pm Meeting 5pm Meeting 6pm Meeting Time Activities 9am Meeting 10am Review deliverables 11am Post an update 12pm Create report, ppt 1pm Lunch 2pm 1:1 walking phone call 3pm [blank] *Time to take care of yourself and others 4pm Meeting 5pm Check updates, webinar 6pm 5-min reflection time
  • 24. 24 Option 3. Meeting Roles Introduce meeting roles that enable inclusion; encourage diversity of thoughts and aid effective (virtual) meetings​.
  • 25. Option 4. Have Great Online Meetings 25 •Arriving form •Arrived •Be honest Start •Seek info •Discuss •Reflect •Sensemaking •Meeting roles Middle •Conclusion •GoodbyeEnd Credit: Victoria Ward for her inspiration on this topic
  • 26. 26 Arriving from Your “stage” What can you see / hear from where you are? How are you feeling: colour? weather? Arrived Welcome… Meeting starting now Agenda, Roles, Protocols (chat, raise hand, recording) Be Honest Personal requests (don’t assume others know) Exceptional circumstances (ask for understanding) Start 1-min self-reflection: One thing you think you MUST do at the beginning of virtual meetings
  • 27. 27 Seek Input 1-min self reflection Timebox: Online Chat 1-2-4-ALL Sense Making Minimise info provision (5 min) Use Sense Making Questions (8 min) Make time for sharing ideas (5 min) Power of Sharing Leaders/SMEs give explicit permission to speak up What do you agree and disagree with (5 min of dissent) ESMO, Meeting roles, Waterfall chat Middle
  • 28. • What happened? Tell me a time when you…. • What led you to this conclusion? • Any questions, muddles? • Any ideas, suggestions? • How do you feel? • What help? • What hinder? • Any power issue? Anything remain unsaid? • How does this topic connect with you, your function? • If you have a magic wand, what would you wish for? Useful Questions to Give Voice to Everyone Sense-Making Methodology Institute http://www.sense-making.org
  • 29. Waterfall chat in action Share your top 3 recommendations to be remotely human
  • 30. 30 Shorter Meeting Give 5 min back Say proper goodbye Do not “drop” from the meeting – it’s painful Good closure Clear next steps and actions (doc location) People who miss the meeting can catch up (Be transparent) Asynchronous comms between meetings Reflect What have I/we learned? What can be done differently? Give thanks and recognition End
  • 31. 31 Option 5: Learning out Loud Circles
  • 32. 32 Option 6: Pause-and-Reflect: What have you learned in the past 4 weeks?
  • 33. 33 Option 7: Meet me at the Watercooler
  • 34. Check out Time 34 1. Are you user-centric or employee-centric when using remote working tools? 2. Do you use 6Hs – head, heart, hands, habits, hegemony, habitus - to relate with one another? 3. In remote working sessions, do you build in micro-structures to give voice to everyone? to allow collective sense making? 4. Are you making use of digital tools in the best way to avoid back-to-back meetings?
  • 35. Check out Time 35 • Fill your shopping cart with (virtual) ways of working you really want for your team • Write down 3 things you like to put into action – put them in the shopping cart!
  • 36. We can all be remotely human… 36 It’s Physical Distancing NOT Social Distancing
  • 37. 37
  • 38. 38 COVID-19 Leadership Toolkit 2020 on Degreed Virtual collaboration 1 Slow Down to Speed Up - Take the time to set expectations, to focus, to create processes on how the team will interact, and to put the appropriate tools in place. Review by asking: Do we need some new agreements or to adjust some existing ones? Use the collaboration contract 2 Respect time zone difference: Rotate the role of early riser on a weekly or monthly basis 3 Put extra time and extra planning effort to host virtual meetings, ensure everyone has a voice, promote mental/emotional connection with one another. Create psychological safety by building trust and encourage team members to speak up With the need to work as virtual teams, we need to take extra care to treat one another as human beings with emotions and feelings, and to respect and celebrate diversity of thoughts/preference. Top tips: 4 Maximise opportunity to express nonverbal cues: turn on video, explicitly check-in on the sentiment of the participants. Communication is key 5 Make people feel like they are physically together: invite people to share where they are, what do they see outside the window. Talking about physical spaces create “togetherness” 6 Choose from a range of collaboration Technologies to keep the virtual team connected. Consider both live and asynchronous collaboration tools. E.g. keep a chat room open for team members to hang out anytime 7 Make feedback more frequent and less formal. Set expectation with the team that it is something you all deliberately practice. Consider meetings with a celebration section on both work and personal milestone. Workplace can be a great place share successes Key resources: 7 habits to virtual collaboration – Workplace post Peer-to-peer coaching and feedback training video Collaboration contract Stakeholder mapping Meeting design Further resources: How to run a great virtual meeting How to be a virtual meeting hero Alternative way to approach and design how people work together
  • 39. 39 Credit to Dr Brenda Dervin for her ongoing inspiration and guidance @bonniecheuk/bonniecheuk http://www.sense-making.org Thank you. Let’s learn together! http://www.sense-making.org/bonniecheuk
  • 40. Confidentiality Notice This file is private and may contain confidential and proprietary information. If you have received this file in error, please notify us and remove it from your system and note that you must not copy, distribute or take any action in reliance on it. Any unauthorized use or disclosure of the contents of this file is not permitted and may be unlawful. AstraZeneca PLC, 1 Francis Crick Avenue, Cambridge Biomedical Campus, Cambridge, CB2 0AA, UK, T: +44(0)203 749 5000, www.astrazeneca.com 40 Confidentiality Notice This file is private and may contain confidential and proprietary information. If you have received this file in error, please notify us and remove it from your system and note that you must not copy, distribute or take any action in reliance on it. Any unauthorized use or disclosure of the contents of this file is not permitted and may be unlawful. AstraZeneca PLC, 1 Francis Crick Avenue, Cambridge Biomedical Campus, Cambridge, CB2 0AA, UK, T: +44(0)203 749 5000, www.astrazeneca.com 10