Project Manager’s Guide to Running a Remote Team

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Project Manager’s Guide to Running a Remote Team

Article Summary

As a project manager, you may have a love-hate relationship with flexible work arrangements (FWAs). While using a virtual team can help you attract and retain top talents from anywhere in the world, managing remote employees often adds significant complexity to projects and require PMs to employ new techniques, tools, and soft skills to overcome the challenges. Here are some major challenges you may encounter when...

Key Takeaways

  • This article explains 1) Communicate Effectively Without In-Person Interactions in simple medical language.
  • This article explains 2) Collaborate Across Different Locations and Time Zones in simple medical language.
  • This article explains 3) Create Well Defined Workflows in simple medical language.
  • This article explains 4) Staff Your Projects With the Right Team Members in simple medical language.
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As a project manager, you may have a love-hate relationship with flexible work arrangements (FWAs).

While using a virtual team can help you attract and retain top talents from anywhere in the world, managing remote employees often adds significant complexity to projects and require PMs to employ new techniques, tools, and soft skills to overcome the challenges.

Here are some major challenges you may encounter when leading a remote team and what you can do to overcome them.

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1) Communicate Effectively Without In-Person Interactions

Most remote workers rely on written communications such as email and text messages. However, this can lead to misunderstanding because they don’t allow for verbal and non-verbal cues such as tone and inflection or facial expression and body language to communicate nuances in the messages.

Project managers should encourage and facilitate video conferencing among team members. There are several video conferencing platforms that are easy to set up and provide features like HD video, screen sharing, and recording. Make sure team members have access to the video conferencing platform and provide the necessary training so everyone can use the technology efficiently.

One of the most important components of communicating with remote teams is one-on-one meetings. These meetings can give managers insight into how each team member is doing and foreshadow issues that may become bigger problems.

During one-on-one meetings, look for cues that employees are facing challenges such as falling behind on their assignments or experiencing burnout. Here are a few ways to ensure these 1:1 meetings are effective:

Dedicate time for 1:1 meetings

Too many meetings are a plague for the business community, but for a project manager, there should be very few things on their agenda that supersede managing their team. By canceling these meetings a manager may feel they are opening up time in their calendar for a more pressing issue. The opposite is true according to Elizabeth Grace Saunders, a time management coach.

Saunders wrote in a Harvard Business Review article that, “there are some obvious issues that come from cancelling these meetings with regards to your direct reports’ work. Not having a predictable scheduled time with you can lead employees to work on something incorrectly, which can cause unnecessary emergencies and wasted time fixing errors. Or it can lead to a decrease in productivity because employees are confused and unclear about their priorities and therefore don’t accomplish much.”

“Not having a predictable scheduled time with you can lead employees to work on something incorrectly, which can cause unnecessary emergencies and wasted time fixing errors.”

Set expectations for the 1:1 meeting beforehand

Don’t just have 1:1 meetings on your schedule because you’re due on or it’s company policy for managers. Use these meetings to build rapport with remote team members while providing valuable guidance and feedback.

Take the time to set an agenda before the meeting and ask your employees to do the same. Share that agenda with them ahead of time so you both have clear expectations about what will be discussed.

Provide clear action items

Just as important as building relationships and reviewing work, 1:1 meetings should end with action items for all involved. This ensures you and your employees derive value from each of these conversations. For example, you could have reviewed one of your writer’s latest blog posts and an action item could be for them to write a new piece of content using the techniques you discussed with them.

Your next 1:1 meetings could involve reviewing how they implemented those techniques in their next piece.

It’s also important to involve your in-house team when communicating with groups of remote team members. In team meetings, encourage co-located team members to dial into the video calls so everyone can have the same experience and remote employees aren’t missing out on non-verbal cues.

2) Collaborate Across Different Locations and Time Zones

Remote team members can’t simply walk over to their colleagues’ desks to communicate and collaborate. To orchestrate remote teamwork effectively, you need to set expectations and use the right tools.

Implement cloud-based collaboration platforms for real-time communication, file sharing, and more. These applications include project management software (e.g., monday.com), a unified communications platform (e.g., 8×8), a team messaging application (e.g., Slack), ana d file sharing tool (e.g., Dropbox).

These platforms allow you to keep everything in one place to avoid miscommunications. Team members can log on at any time and from anywhere to catch up with all the conversations to minimize errors and delays.

Also, aim for schedule overlap so team members from different time zones can set up real-time communications (e.g., video or voice calls) without requiring anyone to work odd hours. Document employee time zones and work hours, then highlight the overlapping time slots on shared calendars for efficient scheduling. For example, your headquarters could be in EST and you have remote team members spread out between the west coast and Europe. 10 am EST could be a good time so the meeting isn’t too early or too late for anyone.

3) Create Well Defined Workflows

An assembly line comes to mind when I think of creating workflows. Your workflows should be easy-to-follow repeatable processes that spit out outstanding products or provide amazing customer experiences. These workflows create a clear structure around work that remote teams engage in and are the lifeblood of any successful team.

Workflows can be created for a task or set of tasks being completed towards an end goal. For example, your overall content strategy should have clearly defined workflows from content ideation, to writing, publishing, and ultimately promotion. Each step in the overall strategy may require multiple team members’ input. A potential workflow could look like this:

  • The marketing team performs research on topics that will resonate with their target customer persona.
  • Those topics get reviewed and approved by management.
  • The writing team produces the content.
  • That content gets reviewed for any changes by the marketing team.
  • The writing team makes any requested changes.
  • The content gets approved by the marketing team.
  • The writing team publishes the content.
  • The marketing team promotes the content across social media channels and email.

This process would have taken multiple emails, phone calls, and meetings to accomplish in the past. Today, technology helps keep that all organized and automated with tools like monday.com and Hive. These project management platforms give teams the ability to create repeatable workflows for specific projects, assign tasks to team members, create deadlines, and provide project managers with complete transparency.

4) Staff Your Projects With the Right Team Members

The biggest factor for success is the team, but not everyone works well in a remote environment. An employee that performs well in an office environment may not necessarily be as effective in a remote team.

When recruiting for a project, make sure team members have the right combination of work ethic, technical competence, and personal attributes for remote work. Here are a few things to consider when looking for remote team members:

Find doers

Doers just get stuff done. No matter if they are working from a secluded island or their bed at home. These people don’t need any micro-management or task assignment other than the overall organizational goal and guidance on their direction. Adding doers will increase the overall work productivity of the team.

You can spot doers by how they react to an assignment. Let’s say that you just had an all-hands meeting where you announced a new business line that the company will launch in 60 days. The doer will immediately go to work and approach their management team with ideas, strategies, and questions. The non-doer will go on with their day waiting for new tasks associated with the announcement.

Find people you can trust

Trust is key in a remote workforce. You have to trust that the people working outside your office are doing what they say they’re doing. Sure, you can monitor some of that in the work product they deliver, but you don’t know if they’re putting in the hours or working half days at home to produce the bare minimum.

You have to trust remote workers for the entire concept to work. On the flip side, management has to exhibit trust with the people who are hired. Management needs to set clear and well-defined expectations for remote work and then trust that they are meeting those expectations.

Find people who can write

Unlike a co-located office where information is shared vocally in person, a remote workforce shares most of the information through written email and chat. Remote workers who can explain things and provide instructions in writing for are imperative for communication in remote teams.

Find people who can work without a social environment

There’s no doubt that remote work environments are less social than co-located ones. People on remote teams should naturally be comfortable working in that type of environment – even thrive in it. This doesn’t mean that your remote workers should be completely shut off from the rest of the team. You should still foster socializing through digital “water cooler” spaces like team-wide Slack channels, virtual parties, and Friday video conferencing happy hours. This will ensure morale and company culture between remote workers are reinforced.

Enlist help from HR, as well as recruitment resources, to identify employees that are a good fit for the remote roles. Look for self-motivated people, who have good verbal and written communication skills, comfortable with communication technologies, and have excellent time management skills.

When hiring for a remote role, conduct in-person or video interviews to gauge the candidates’ interpersonal skills. Also, use online assessments to evaluate their level of self-motivation and other attributes that will make them effective members of your team.

5) Understand Your Technology

From that first moment of the remote onboarding process, a strong project manager must recognize that running an effective remote team means relying on technology that can create challenges from time to time. While these challenges may test you, they will certainly help you become a better leader for your remote team. We’ve laid out a few key areas that require a bit more attention to excel in the long term.

Provide Comprehensive Onboarding

Whether you’re hiring a new remote team member or transitioning a current employee to a virtual team, everyone should understand the various processes and policies associated with remote working.

Document all procedures and share them in a centralized location. Automate processes to streamline workflows, avoid bottlenecks, and ensure that nothing falls through the cracks. Establish communication guidelines so team members understand how to use the right tools for different purposes and the appropriate response time.

Provide comprehensive training on the various communication and collaboration platforms used by the virtual team and keep everyone updated on the latest features to improve cost-efficiency. It’s important that everyone keeps all the conversations in a centralized location to avoid miscommunication or having to repeat instructions.

Last but not least, as team members need to connect to your systems remotely using their equipment and networks, don’t overlook the importance of cybersecurity so you can protect sensitive information and customer data to avoid the high cost of data breaches. Here are some of the cyber security protocols you can put in place with your remote teams:

Strong password management

Weak passwords caused 30% of ransomware infections in 2019 alone. Many people repeat passwords across many online accounts they use for both business and personal reasons. This creates a huge cyber security threat for individuals and businesses alike. In addition, only 12% of people take advantage of password managers. Businesses need to put password policies in place such as requiring team members to use password managers like LastPass. These password managers auto-generate very difficult passwords for each online account they have and encrypt them for security purposes.

Suspicious website avoidance

There’s no doubt that your remote team is going to search the internet for both business and personal reasons. This ultimately opens their devices up to potential cyber threats from malicious websites. COVID-19 is a perfect example of this currently with thousands of fake COVID-19 websites popping up constantly. In addition to having all remote team members install cyber security tools like McAfee on their devices, they should also receive training about approved sites where they can get their updates.

Secure connections

Your remote team may connect to the internet from unsecured locations when working on business tasks. This creates a huge cyber threat as hackers can easily intercept information over these endpoints. First, your policy should be for all remote workers to only access the internet from a secure connection point. Second, provide all remote team members with a VPN solution that they are required to use whenever connecting to the internet for business purposes.

Onboarding is a crucial step in getting new remote team members quickly acclimated to your tools, workflows, and security protocols. Thoroughly onboarding at the beginning of their joining the team will lead to fewer headaches down the road.

Conclusion

Leading a remote team can be challenging at times. Yet, with the right strategies and technologies, you can access the best talents and tap into the many benefits of using a remote workforce by enabling your team to collaborate seamlessly and keeping your projects on time and within budget.

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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

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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.

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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

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