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Start A Remote Team: 3 Tips For a Smooth Transition

September 23, 2019

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Start A Remote Team: 3 Tips For a Smooth Transition

How to start a remote team:

  • Give New Employees A Test Run
  • Support Freedom And Flexibility
  • Develop A Strong Onboarding Process

Editor’s note: This post was originally published on 11/30/15 and has been updated for accuracy and comprehension.

How To Start Or Shift To A Remote Team

Due to COVID, your company may have been forced to shift into a virtual work situation and functioning as a remote team. If being remote is an entirely new concept, you’re possibly struggling with the drastic changes to "business as usual."

Some companies are even making the decision to stay remote. What does that mean for you and your business, as well as the consumers you serve? 

This article may not solve all your problems, but I hope it sets you on the right path. 

You see, at the end of the day, managing is about one thing: people

It doesn’t matter if they’re in the same room as you or across the world, you’re still dealing with unique people that have their own set of dreams, struggles and goals. 

In today’s post, I’m going to outline some practical tips to start a remote team – or make the shift toward remote work permanently.

1. Give New Employees A Test Run

This concept is a pretty big change for those shifting into the digital realm. And it’s also one of the most important aspects of bringing someone onto your remote team.

When you’re working with freelancers, this is even more important. 

As an example, I recently brought on four new writers to help me out with a huge project my team is tackling the next few months. 

It’s an exciting time, and I was stoked to be able to give some steady work to a few freelancers. 

Now, I could have said, “I’m going to hire you for 11 articles each week.” Instead, I gave each of the prospective writers a week’s worth of articles as a trial project. 

You know what happened? Two of them got the articles to me on time, one turned everything in late without any communication, and I still haven’t heard from the last one. 

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Testing the waters with trial projects shows you how the new person works well with your remote team. Or in the case of the last writer – how they don’t.

2. Always Support Freedom And Flexibility

The traditional business environment is highly structured. Perhaps that’s why I never thought I’d fit in. 

Not much for others structuring my day. *control issues…* 

A virtual environment definitely retains structure, but not in the traditional sense. Instead of telling people when, where and how to show up for work, you’ll provide guidelines on efficiency, effectiveness and workflow. 

Remote workers manage their time and workload independently. 

If you’re actually hiring them as an employee, you’ll have a bit more control. However, if you’re working with independent contractors, it may actually be against the law for you to demand certain things. 

I like what Hubstaff has to say about their remote team: 

“We stay off their backs, we allow them the freedom of getting their jobs done the way they choose. That freedom goes a long way in managing remote teams and for team member happiness.”

Personally, I’m a huge proponent of enabling people to be productive through their own internal drive. And if you give them the tools, encouragement and freedom, that can definitely happen.

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3. Develop A Strong Onboarding Process

Admittedly, I don’t have this perfected. 

But one of my recent hires did just tell me, “Man, this is the most comprehensive and easy onboarding I’ve ever seen.” 

I hate to tell her, it’s completely selfish. You see, the more effectively you onboard your new hires when you start a remote team, the less money you spend on them having to learn the ropes. 

Answering questions all day can eat away your time. So, if you can answer most of those questions up front, you’ll have saved yourself a ton of time. 

The read-worthy Zendesk ebook, How to Successfully Build and Manage a Virtual Team, puts an interesting spin on onboarding when dealing with remote teams: 

“Each member of a virtual team is essentially the sole inhabitant of an island. The more resources they have, the better. They are their own first line of defense, and if the team is well equipped from the get-go, their survival (read: success) is almost assured.” 

My onboarding process currently includes the following assets:

  • Company Intro Document: It’s a pretty good-looking slideshow I put together that reviews mission, behaviors and things of that nature.
  • Client + Assets Sheet: An overview of clients and assets the employee will need to be familiar with. Includes things like client codes, passwords, personas, strategy, etc.
  • Workflow Outlines: This is just walkthroughs of processes that they might not understand. For example, I just created a WordPress one for a new writer.
  • Management Dashboard: I geeked out one weekend and developed a huge spreadsheet using Google Sheets. It now feeds unique dashboards to each team member. For most, this would just be access to your project management system.

Final Thoughts

Setting up a good process helps new team members start off on the right foot. And if they do that, they’ll be more likely to stick around than an unprepared employee

Staying around in a job that you don’t feel confident doing is never ideal, but when it’s as part of a remote team, it can be disastrous. 

Start a remote team with the wrong employee with too little training and too much access and you cold face some serious damage. 



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Josh Coffy

Josh has an exhaustive understanding of technology and a creative marketing approach that drives client results. In his free time, Josh does CrossFit and travels with his wife.