This presentation is from Affiliate Summit East 2015 (August 2-4, 2015 in New York, NY). Session description: Home-based employees may mean top talent and lower overhead. But, they present challenges in HR, productivity and executing company vision. Learn strategies and tools to face these challenges head on.

1. Managing a Virtual Team
Rachel Honoway, CEO
FMTC

2. 5 Points in 18 Minutes
1.Have a Plan
2. Hire Carefully
3. Designate Systems
4. Set Policies
5. Communicate
Constantly

3. 1. Have a Plan
● Define your company’s purpose
● What are your gols for the next
week, month, etc?
● Document your plans
● Determine hiring needs (new
product or client, data)
● Create an org chart with holes
● Create a budget & schedule to fill
openings

4. 2. Hire Carefully
● Job descriptions
● Paid "tryouts"
● Contractor vs Employee
● Clear offer letters / contracts
● Training
● Be ready for a failure
● Fire before wasting time
"building a case"

5. 3. Designate Systems
● Phone (RingCentral &
UberConference)
● Email (Gmail)
● Document handling
(Google Drive)
● Who has access to
what? (LastPass)
● Where do you get in
touch with everyone?
(Skype)
● Tracking hours
(HubStaff)
● Tracking project
progress (Asana)

6. 4. Set Policies
● Require the use of
designated systems
● Set expected work hours &
what to do when you’re away
● Vacation and sick days
● Expenses
● Event attendance
● Social media / outward
communications
● Enforce the rules for
everyone!

7. 5. Communicate Constantly
● Ongoing chat
● Daily, Weekly, Monthly &
Quarterly Standing
Meetings/Messages
● Demand inter and cross
department meetings
● Define meeting purposes and
agendas
● Create feedback loops
● Annual reviews

8. Summary, Feedback and Questions
Summary:
1. Have a Plan
2. Hire Carefully
3. Designate Systems
4. Set Policies
5. Communicate
Constantly
Feedback & Questions
● Let’s chat!
● rachel@fmtc.co