9 templates for a smooth transition to remote work

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As a newly remote team, success comes from evolving your workflows, not just changing personal productivity habits. These templates will help you rethink your team’s processes.

As more and more teams are transitioning away from their traditional office-based environments to more flexible remote alternatives, they’re faced with a new challenge: how should teams evolve their core workflows in order to effectively support remote collaboration and address rapidly changing market conditions?

Moreover, while the need to keep your team aligned and motivated is important no matter where your team is working, it takes on new importance when your entire team is undergoing a massive change that affects nearly every one of its processes.

Based on our conversations with our customers around the world, we’ve crafted some tools to help managers and teams address these issues. Consider these thought starters to help kickstart internal change—tweak them, add new things, and find the right balance for your organization.

Here’s three good places to start:

Building your remote manager toolkit Transitioning key workflows for a remote-first world Supercharging cross-functional collaboration

As a manager, navigating a transition to a distributed operating model is already challenging even under the best of circumstances: it takes time for people unaccustomed to remote work to build new habits and fully adapt to the new situation. Adding to the uncertainty, your team members may also be experiencing significant disruptions to the regular rhythms of their home lives.

To help combat the uncertainty resulting from significant changes to work and social structures, your whole team needs to be more deliberate than ever about creating and enforcing appropriate expectations and boundaries around team communications. One way to do this is to create more transparent, formal processes for communicating team priorities and critical status updates—and to ensure that the processes you’re using can accommodate a team which may be working asynchronously more often than it was before.

Weekly team meetings

While your team may have already been running weekly meetings before going remote, the transition to remote work raises several new considerations regarding making the important discussions and decisions from meetings more accessible. Are your meeting notes being organized in a central location? What’s the fastest way to surface relevant notes from previous meetings? How easy is it for a team member who missed a meeting to get back up to speed?

This weekly team meetings template provides a lightweight, flexible solution in which your team can write and store all of its meeting notes and agendas. It also has a built-in form workflow that your team members can use to submit discussion topics ahead of time, ensuring that your meetings can be as time-efficient and focused as possible. By building all of this into a single source of truth, your team can more easily keep everyone on the same page.

Daily check-ins

Without the spontaneous communication opportunities that naturally occur in an office environment, it can be easy to lose track of what other people on your team are doing. By providing a deliberate, thoughtful structure for daily check-ins with your team members, you can not only get a better sense of what each of them is spending their time doing, but you can also identify potential blockers before they have a negative impact on your team’s productivity.

This daily check-ins template

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