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Tips Guides – Make it Easy to Apply Dozens of Short, Practical Ideas

Current Available Guides:

Both guides are available in softcopy form as a PDF file. Order now

77 Tips for Planning and Leading Exceptional Virtual Meetings

If you’re looking for ways to design and run more engaging virtual meetings, this tips guide is a great resource for you. Guided Insights principal Nancy Settle-Murphy created this quick reference guide to help remote meeting planners, virtual team leaders and team members find practical help where they need it most. Our 77 Tips for Planning and Leading Exceptional Virtual Meetings booklet draws from years’ worth of real-world client experience, collaboration, research and discussion groups. Please click here for ordering information.

Contents include:

  • ABCs of planning virtual meetings
  • Importance of prework
  • Using the right technology
  • Creating a realistic agenda
  • Engaging remote participants
  • Running “hybrid” meetings
  • Navigating cultural differences
  • Following up
  • Building on success

“I keep your tips booklet posted right next to me on the hutch of my desk and use it frequently when I’m planning meetings. This booklet is my most valuable meeting tool because, no matter what a meeting is about, following those tips ensures a successfully run meeting. Thanks for the great tool!”

Sample tips:

1.     Invite the minimum number of people needed to accomplish your objectives.  Even if you’re using some type of virtual collaboration tool to supplant a phone conversation, you’ll still want plenty of interaction on every call.  Try for between 6-10 people if you want a real discussion.

2.     Send out a workshop overview document ahead, which spells out meeting goals, topics, participants, roles, timing, and required pre-reading and preparation.  Make sure to send this both as an email attachment, as well as embedded in the meeting request.  Meeting requests, once accepted, disappear into the calendar only to be called up right before a meeting.  Better yet, send an email with a link to where you have posted the document to encourage people to use the team’s online conferencing tools.

3.     Assess whether a particular meeting or collaboration technology is likely to enhance or accelerate results.  An electronic flipchart, for example, can dramatically compress the time it takes for people to generate ideas, offer opinions, or vote.  If anonymity is important to encourage contributions, make sure your chosen tools have those capabilities.

4.     If you don’t have an automatic scheduling program shared among invitees, make sure everyone has the accurate meeting time for their time zones.  Double-check when in doubt.

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101 Essential Tips for Leading Amazingly Productive Virtual Teams

If you’re leading a geographically-dispersed team, either as a project leader or a direct manager, this new tips guide from Guided Insights principal Nancy Settle-Murphy can be an indispensable reference guide. Synthesized from content from some of her most popular courses, combined with real-life client experiences, these practical tips can dramatically improve the effectiveness of almost any virtual team.

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In addition, to the contents below, the guide also includes a few helpful templates to help jumpstart your virtual team.

  • Assessing capabilities, aptitudes
  • On-boarding and off-ramping team members
  • Creating a level playing field
  • Cultivating trust across borders
  • Building social capital – strengthening relationships
  • Navigating cultural differences
  • Creating a “big picture” virtual team communications plan
  • Do’s and don’ts of using email for virtual teams
  • Decision-making, virtually
  • Delivering coaching feedback from afar
  • Celebrating, recognizing, rewarding great performance
  • Best-practices norms to save virtual teams time, reduce frustration and boost productivity

Sample tips:

1    Assign tasks and leadership roles in ways that take full advantage of the different skills, experiences, and perspectives within your group. Look beyond the obvious people to find those who can benefit by growth opportunities, which can be rarer when working as a virtual team.

2    Assign a team “buddy” to help ramp-up each new team member. Try to rotate this responsibility, pairing people who may benefit from each other’s’ skills and experience. This should be done in person or via phone, when possible, versus relying primarily on email or IM to allow for more open, direct conversations.

3    Recognize and minimize power differentials – perceived and real. Be sensitive to the perceptions of remote workers that you may be playing favorites with those closest to you. Ask people on your team for an honest assessment about the extent to which they believe you treat all team members equitably.

4    Invite people to reveal a piece of themselves at every opportunity. Make it easy and fast for people to reveal a little bit of information about themselves. For example, you can ask people to answer a quick (non-invasive) personal question as they log in and/or dial in, such as “What is the title of the last book you’ve read? Or “Describe what you like best about the current season.”

5    Learn enough about the different cultures represented by your team so you can apply the most effective tactics for engaging all participants without fear of embarrassment or resentment.  In some cultures, for example, calling on someone by name may be awkward or humiliating.  Design your team meeting to encourage easy participation by everyone without calling anyone out. For example, you might go around the virtual table and ask each person for the one aspect of X that each likes the best and the one aspect that s/he considers most concerning.

Ordering information

Use the form below to order from PayPal. Once we receive your order, you will receive a PDF file via email, from which you can print the number of copies you have paid for. If you prefer to place an order using a purchase order, please contact us directly. If you find that you’d like to print more copies than you have paid for and would like to take advantage of a volume discount for additional copies, please contact us directly for pricing.

There are many other ways we can make this content available to your organization. For example, we can license the content to you for use inside or outside of your company. We can also make arrangements to imprint this guide with your organization’s name and logo. Please contact us via email or phone (+01.978.263.2545) to discuss options.

77 Tips $6.50 each
101 Essential Tips $7.50 each
I Want Both Guides $14.00 each set