Best Practices for Leading a Newly Distributed Organization

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Article Summary

The uncertainties presented by COVID-19 have prompted many companies to ask some or all of their employees to work remotely. While over half of U.S. companies have team members who work at least part of the time remotely, these new policies are leaving many employees – and their managers – working out of their office and separated from their team members for the first time. For...

Educational health guideWritten for patient understanding and clinical awareness.
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Emergency safety firstUrgent warning signs are highlighted below.

Seek urgent medical care if you notice

These warning signs are general safety guidance. Local emergency numbers and clinical judgment should always come first.

  • Severe symptoms, breathing difficulty, fainting, confusion, or rapidly worsening illness.
  • New weakness, severe pain, high fever, or symptoms after a serious injury.
  • Any symptom that feels urgent, unusual, or unsafe for the patient.
1

Emergency now

Use emergency care for severe, sudden, rapidly worsening, or life-threatening symptoms.

2

See a doctor

Book a professional medical evaluation if symptoms persist, worsen, recur often, affect daily activities, or occur in a high-risk patient.

3

Learn safely

Use this article to understand possible causes, tests, treatment options, prevention, and questions to ask your clinician.

The uncertainties presented by COVID-19 have prompted many companies to ask some or all of their employees to work remotely. While over half of U.S. companies have team members who work at least part of the time remotely, these new policies are leaving many employees – and their managers – working out of their office and separated from their team members for the first time.

For leaders whose teams normally share an office, this can present several new challenges: How can you lead effectively when meetings are held virtually via Zoom rather than face-to-face? How do you ensure the business continues to run smoothly and employees remain productive?

We know firsthand what it means to successfully manage and lead remote teams. Approximately 1,200 of Upwork’s team members work remotely. Another 500 or so work from one of our three U.S. offices (San Francisco, Santa Clara, and Chicago), with the option to work from home at least one day a week. Every team within our organization leverages the remote talent and distributed team structures, from communications and social to finance and engineering.

This expertise helps us empower companies of all sizes—including over 30% of the Fortune 500—to remove location barriers and leverage both remote workers and distributed teams to create a competitive advantage for their organization.

With that in mind, we want to share some tips to help us all be more effective while working remotely, as well as some steps that corporate leaders and CEOs should be taking during this unique crisis.

Leading a newly remote organization

Managing a virtual team requires leaders to double down on the fundamentals of good management, including establishing clear goals, running effective meetings, communicating clearly, and leveraging team members’ individual and collective strengths.

However,  it can be difficult to quickly pivot when forced to adapt to a fully remote organization. Leaders can mobilize their team and ground their operations with a plan for today while keeping an eye toward the future with these five steps:

1. Identify a core team of critical leaders and create a plan to address key business risks as they arise

Work with this team to create an ongoing cadence for identifying, evaluating, and addressing new risks to your business. Set up daily or twice daily “stand ups” with this group and other internal leaders to check in around the following:

  • Impact on the team. How are teams coping? What decisions need to be made for them? This could mean a work-from-home policy with steps to support them and combat isolation.
  • Impact on the business. What are they seeing and what does it indicate about what’s coming next? For example, monitor key data streams and customer feedback channels for trends.
  • Position your business to ride out the crisis—and still thrive. What can you do to pivot quickly or minimize the business impact? As the dust settles and the path ahead becomes clearer, solutions like Upwork can help you source the skilled expertise you need to bridge talent gaps quickly. Being agile during a crisis is important to be able to adapt to changing business conditions. Also, keep an eye out for shifts in your industry and opportunities to reposition your company for accelerated recovery once business returns to normal.

2. Build a contingency plan

Tap the same team of leaders to build out some “what if” scenarios. Outline the subsequent decisions you’d have to make for each, and align guiding principles so you’re ready. Some example questions to ask yourselves:

  • What are our overarching principles and priorities in the face of a crisis?
  • Which stakeholders’ needs do we prioritize, and in what order? (i.e., Employees, customers, partners, shareholders, etc.)
  • What if we cannot return to our onsite locations for 6 weeks? 12 weeks? A year?
  • What if schools are closed for an extended period and our workers have to juggle child care?
  • Who are our most vulnerable populations? How can we support them?
  • What if our revenue drops by 25% overnight? 50%?

3. Develop your distributed working model muscles

Learning to lead a remote team won’t just help you navigate change now, it’s a valuable strength that you’ll increasingly need to lean on.

  • Communicate often. Legendary former CEO and current Intuit Board Chairman Brad Smith have taught me two critical lessons about communication. First, “In times of crisis or change, up your communication 3x.” Second, “Don’t wait until you have answers to start communicating. Start communicating the minute your employees have questions.” Take these two mantras to heart and both you and your team will get through this—potentially even better off than before.
  • Communicate across multiple channels. Only 7% of communication is based on the words you use—55% is body language and 38% is voice. So include phone or video to help avoid miscommunication.
  • Establish an email cadence—but communicate big changes in real-time. A cadence can help your employees know what to expect in terms of communication. But when breaking news happens or company policy changes, don’t sit on it.
  • Be available when you can, or establish virtual “office hours.” How does an open-door policy translate when you’re working remotely? Your team may still need to connect to discuss questions or concerns. Some ideas to make this work:
  • Leverage video recordings. Record valuable meetings to share later, especially if team members span multiple time zones or have uneven availability throughout the day—say,  when dealing with school closures.
  • Light up digital communication tools. You can build an arsenal of great tools to support distributed work. Some of our favorites include Google Hangouts or Zoom for video meetings, as well as Slack or MS Teams Live Chat for more casual conversations.
  • Remind teams to get exercise and fresh air. If they’re able to, encourage stepping away from the computer and getting outside. Feeling stuck in the house all day when you’re not used to it can sap motivation.

4. Listen to your customers

Talk to your customers. Find out what’s most on their minds and how you can help. It may be that your sales team dials back outreach for some time, or that you change up the messaging to address specific questions, needs, or concerns.

Crises are never welcome, but they can be opportunities to grow. We hope sharing what we’ve learned as a remote-first company over the years will help ease your transition during this difficult time. From all of us at Upwork: Stay safe, stay healthy and stay connected.

Patient safety assistant

Check your symptom safely

Hi, I am RX Symptom Navigator. I can help you understand what to read next and what warning signs need care.
Warning: Do not use this in emergencies, pregnancy, severe illness, or as a substitute for a doctor. For children or teens, use with a parent/guardian and clinician.
A rural-friendly guide: warning signs, when to see a doctor, related articles, tests to discuss, and OTC safety education.
1 Symptom 2 Severity 3 Safe guidance
First safety question

Is there chest pain, breathing trouble, fainting, confusion, severe bleeding, stroke-like weakness, severe injury, or pregnancy danger sign?

Choose quickly

Browse by body area
Start here: Write or select a symptom. The guide will show warning signs, doctor guidance, diagnostic tests to discuss, OTC safety education, and related RX articles.

Important: This tool is educational only. It cannot diagnose, treat, or replace a doctor. OTC information is not a prescription. In an emergency, contact local emergency services or go to the nearest hospital.

Doctor visit helper

Prepare before seeing a doctor

A simple rural-patient checklist to help you explain symptoms clearly, ask better questions, and avoid unsafe self-treatment.

Safety note: This is not a prescription or diagnosis. For severe symptoms, pregnancy danger signs, children with serious illness, chest pain, breathing difficulty, stroke-like weakness, or major injury, seek urgent care.

Which doctor may help?

Start with a registered doctor or the nearest qualified health center.

What to tell the doctor

  • Write when the problem started and how it changed.
  • Bring old prescriptions, investigation reports, and current medicines.
  • Write allergies, pregnancy status, diabetes, kidney/liver disease, and major past illnesses.
  • Bring one family member if the patient is weak, elderly, confused, or a child.

Questions to ask

  • What is the most likely cause of my symptoms?
  • Which danger signs mean I should go to hospital quickly?
  • Which tests are necessary now, and which can wait?
  • How should I take medicines safely and what side effects should I watch for?
  • When should I come for follow-up?

Tests to discuss

  • Vital signs: temperature, pulse, blood pressure, oxygen saturation
  • Basic physical examination by a clinician
  • CBC, urine test, blood sugar, or imaging only when clinically needed

Avoid these mistakes

  • Do not use antibiotics, steroid tablets/injections, or strong painkillers without proper medical advice.
  • Do not hide pregnancy, kidney disease, ulcer, allergy, or blood thinner use.
  • Do not delay emergency care when danger signs are present.

Medicine safety and first-aid guide

This section is for patient education only. It does not replace a doctor, pharmacist, or emergency care.

Safe first steps

  • Avoid heavy lifting, sudden bending, and prolonged bed rest.
  • Use comfortable posture and gentle movement as tolerated.
  • Discuss physiotherapy, X-ray, or MRI only when clinically needed.

OTC medicine safety

  • For mild back pain, pain-relief medicine may be discussed with a doctor or pharmacist.
  • Avoid repeated painkiller use if you have kidney disease, stomach ulcer, uncontrolled blood pressure, or are taking blood thinners.

Avoid these mistakes

  • Do not start antibiotics without a proper medical decision.
  • Do not use steroid tablets or injections casually for quick relief.
  • Do not delay emergency care because of home remedies.

Get urgent help if

  • Back pain with leg weakness, numbness around private area, loss of urine/stool control, fever, cancer history, or major injury needs urgent care.
Medicine names, dose, and timing must be decided by a qualified clinician or pharmacist after checking age, pregnancy, allergy, other diseases, and current medicines.

For rural patients and family caregivers

Patient health record and symptom diary

Write your symptoms, medicines already taken, test results, and questions before visiting a doctor. This note stays on your device unless you print or copy it.

Doctor to discuss: Doctor / qualified healthcare provider
Tests to discuss with doctor
  • Basic vital signs: temperature, pulse, blood pressure, oxygen level if needed
  • Relevant blood, urine, imaging, or specialist tests only after clinical assessment
Questions to ask
  • What is the most likely cause of my symptoms?
  • Which warning signs mean I should go to emergency care?
  • Which tests are really needed now?
  • Which medicines are safe for my age, pregnancy status, allergy, kidney/liver/stomach condition, and current medicines?

Emergency warning signs such as chest pain, severe breathing difficulty, sudden weakness, confusion, severe dehydration, major injury, or loss of bladder/bowel control need urgent medical care. Do not wait for online information.

Safe pathway to proper treatment

Back pain care roadmap

Use this simple roadmap to understand the next safe steps. It is educational and does not replace examination by a doctor.

Go to emergency care if you notice:
  • New leg weakness, numbness around private area, or loss of bladder/bowel control
  • Back pain after major injury, fever, unexplained weight loss, cancer history, or severe night pain
Doctor / service to discuss: Orthopedic/spine specialist, physical medicine doctor, physiotherapist under guidance, or qualified clinician.
  1. Step 1

    Check danger signs first

    If danger signs are present, seek emergency care and do not wait for online information.

  2. Step 2

    Record the symptom story

    Write when symptoms started, severity, medicines already taken, allergies, pregnancy status, and test results.

  3. Step 3

    Visit a qualified clinician

    A doctor, nurse, or qualified healthcare provider can examine you and decide which tests or treatment are needed.

  4. Step 4

    Do only useful tests

    Discuss neurological examination first. X-ray or MRI may be needed only when red flags, injury, nerve weakness, or persistent severe symptoms are present.

  5. Step 5

    Follow up and return early if worse

    If symptoms worsen, new warning signs appear, or treatment is not helping, return for review quickly.

Rural patient practical tips
  • Take a written symptom diary and all previous prescriptions/test reports.
  • Do not hide medicines already taken, even herbal or over-the-counter medicines.
  • Ask which warning signs mean urgent referral to hospital.
  • Avoid forceful massage or bone-setting when there is weakness, injury, fever, or nerve symptoms.

This roadmap is for education. A real diagnosis and treatment plan requires history, examination, and clinical judgment.

RX Patient Help

Ask a health question safely

Write your symptom story. A health professional or site editor can review it before any answer is prepared. This box is not for emergency care.

Emergency first: Severe chest pain, breathing trouble, unconsciousness, stroke signs, severe injury, heavy bleeding, or rapidly worsening symptoms need urgent local medical care now.

Frequently Asked Questions

Is this article a replacement for a doctor?

No. It is educational content only. Patients should consult a qualified clinician for diagnosis and treatment.

When should I seek urgent care?

Seek urgent care for severe symptoms, rapidly worsening condition, breathing difficulty, severe pain, neurological changes, or any emergency warning sign.

References

Add references, clinical guidelines, textbooks, journal articles, or trusted medical sources here. You can edit this area from the RX Article Professional Blocks panel.