From startup to global work giants and everything in between, you’ve (re)defined your (newly) remote ways of working and now need to figure out how to spread the news to your teams across the globe.
A magic wand would win first prize; a plug-and-play template gets awarded a close second. Sadly there’s no one-size-fits-all.
I realise that having built out WNDYR as a remote-first company, from the ground up, there are a couple of things I take for granted. Lessons learnt with each painful iteration since 2016 (and before), means I’ve come to appreciate that what seems like a simple task, is never as quick nor easy as anticipated.
So I’ve chosen to type this post this morning to jot down my learnings in remote workforce management. I’m hoping it will make for lighter work for anyone reading it. It’s not a fixed template, but a list of ideas that have transpired from my learnings on how to communicate standardized remote ways of working over the past many years.
You’ll make your own adjustments to suit your organisation, but I’m hoping it will at least give you a starting point. I know fully that you are juggling too much right now to have to get bogged down by some of these details. Get started. Have fun!
Here’s a process summary that will take you to each section so you can hop where you need to go in a jiffy, or get straight to work knowing what needs to be included where:
Yup, this is the beginning.
I’ve seen many such handbooks/playbooks/guides/packs on remote ways of working (seriously, they are called anything imaginable under the sun).
They come in multiple formats, from printed miniature beautifully bound books, a series of gorgeously designed flash cards you can keep on your desk, infographic-type one pagers, living pages within a hub or company website to a word-type-doc or PDF.
Regardless, whichever format you choose, know that you will need to be agile. This masterpiece will never (and should never) be “done”.
You have three main considerations here that you want to consider:
My preference (well suited to a rapidly growing, fully remote, work from anywhere startup): editable presentation deck with designed branded pages as a template base that can be quickly iterated by the selected team and saved as a PDF for easy sharing.
Aspirational preference (well suited for an established org, that can sustain a solid print run): call me old fashioned, but I do love the feel of a physical book in my hands. One day, when we are big(ger) I’d love to send a playbook copy to each employee on our team, regardless of where they are located. I’ll include a mini questionnaire at the end of each section to re-enforce the content. The physical book version is also a nice change for a digital first org.
Note: If you have a team in the US, you likely have an “Employee Handbook” which is different to this type of handbook, so choose your terminology carefully! While of course you may combine everything into one big meaty document, this might make for heavy reading and updating.
The US employee handbook typically includes:
Obvious; I know. But not so much when you’ve been challenged from the top of the office chain to get this circulated yesterday.
There is much to consider here and I like starting off with understanding the multiple uses of this workbook across the employee journey. While most orgs choose to incorporate their vision, mission and culture within their “remote ways for working guide”, I actually like keeping them separate, though fully aligned and living side by side. Hybrid versions work well too.
To get going, and because frankly we all have too much to read, I suggest keeping section headers simple with the following sections:
Before you dive in, four words of advice.
Okay, enough already, let’s dive into the meaty bits. Here’s what you can consider under each section header…
A brief message from your CEO to say hello and get everyone excited. Written, voice or video format can all work, but have it up front as it’s a good place to start.
The message on why and how your organisation is updating its remote ways of working should be enthusiastic and authentic, leaving the reader feeling inspired, supported and excited to be part of the organisation and journey that lies ahead.
In this section you are going to cover the culture bits. If you have recently shifted to remote ways of working, it’s likely time to have the leadership crew review these for new alignment.
If you don’t have what you need to populate this section, you can use the wisdom of Patrick Lencioni from his book, The Advantage.
Answer these questions to define company culture:
Note: If you have time, take your leadership team through the book, chapter by chapter, to bring clarity on these 6 to 7 questions above and get full buy-in and alignment moving forward. As a bonus, consider extending the training across your team as a way to bring everyone on the same page, reinforcing clarity with each new group trained.
It’s time for some acronyms and explanations. Every company, even those in aligned industries, adopt their own lingo over time. It’s not fair, nor kind, to expect all employees to know what each acronym means. Best to be inclusive and bring everyone onto the same literal and figurative page.
Going department by department at this stage of the game might be a winner. Get the team to shout out what jargon they use: MRR, SEO, SaaS, API, iPaaS, PPC are 6 quick examples of what may come up. Group the acronyms by function or department and add a one liner (with additional links if necessary/appropriate) to bring everyone into the loop and not left floundering or too shy to ask.
While you are at it, add your company’s explanations for:
This is that bit that can see you lost in the weeds. To help keep you on track, I suggest simplifying things.
All work, regardless of role, vocation, tenure, etc covers just 5 distinct areas:
That’s it. So when it comes to explaining the rules of work and how they relate to your newly defined remote ways of working, start with headers for each of these 5 sections with a clear explanation of: what, where, when and how (Add why if needed).
Pro tip: work this through the company lens and not the department. Department specifics may well differ from the company’s rules, so set expectations accordingly. At minimum, though department playbooks may differ from the company-wide one, they most certainly should be aligned.
This is where you tie everything together and make sure everyone has some handy best practice wisdom on hand.
Depending on your chosen remote ways of working, you may want to add some thoughts on how to get set up for success. You can pose these as FAQ’s or list them as learnings. Some ideas here could include:
Nope, I tricked you. Remember that this work is N-E-V-E-R done. You are absolutely almost done for now though 🙂
This handbook is such an integral part of your culture and sets the tone of how your team “play” at work. I suggest a solid copy edit or second set of eyes before you hit save and send.
Schedule time in your calendar or backlog to revisit this annually (at an absolute minimum and suited only for well-established orgs), ideally quarterly, before each new onboarding round, or designate a team champion to keep the live document iterated with each new advancement.
A final word of advice typed with a smile on my face. Creating this type of document can actually be fun. It’s one of those times you get to collate content that will move into a beautiful design that will be referenced constantly. Be proud of what you create.
Good luck!
Use Pattyrn's template to effectively communicate and implement your ways of work.