10 tips for working virtually, beautifully

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I am an associate brand director for a large consumer packaged goods company, and for the past five years I have been doing the role from my home office — almost 3,000 miles and two time zones away from our headquarters.

When the management team at The Clorox Company signed off on my request to relocate from our corporate headquarters in Oakland, Calif., to Philadelphia in 2010, I became one of the beneficiaries of the company's willingness to flex to retain high-performing individuals and joined the growing army of men and women who work virtually with their direct reports, teams and managers.

Soon after my move, I started informally talking with Kyra Zeroll, another Clorox marketer, who had relocated to San Diego when her husband accepted a new job. We scheduled monthly "tip talks" to share virtual working best practices.

As Clorox continued to decentralize operations and more team members began working in virtual teams, Kyra and I realized our burgeoning band of virtual peers were having similar experiences. We had similar training needs, questions and answers worth sharing. So, in 2013, with the help of our corporate sponsor Erby Foster, Clorox's director of diversity and inclusion (and NEW treasurer), we launched an employee resource group named ORBIT with the mission to help Clorox employees thrive within our increasingly virtual work environment. Today, ORBIT is more than 550 global employees strong, spanning all functions and levels.

We offer insights to our IT department, find answers to our peers' questions and improve how all of Clorox's employees collaborate across locations and time zones.

Here are ORBIT'S 10 top tips for virtual collaboration:

1. Use video conferencing whenever possible.Video conferencing allows you to have a "presence” in the room during group discussions and presentations. It also helps you pick up on non-verbal cues — especially important when coaching direct reports remotely.

2. Get in the habit of ensuring all meeting invites include a way to connect remotely. You never know who will need to connect virtually on a given day. Don't make participants waste time tracking down call-in information.

3. Always have a backup plan for virtual meetings. What will you do if the go-to technology tool fails?

4. Frequently share personal info. Strengthen virtual working relationships by sending real-time photos and sharing stories about your weekend adventures and other meaningful information.

5. Get to know your IT partners. They will be invaluable in showing you the collaboration technologies you need to succeed. Some tools we use are Lync, BlueJeans, Jabber and Yammer. Remember to teach your teammates what you have learned!

6. Networking is even more important for remote employees. Find ways to connect with cross-functionals and senior leaders, like a virtual coffee chat via video conferencing. Plan travel strategically to foster relationships via in-person meetings and set time aside for networking during these office visits.

7. Good home office set makes a difference. Keep ergonomics in mind, get the right equipment (I love my Jabra Speak 410 external microphone and speaker), and make sure it’s a professional setting (quiet and few outside distractions).

8. Yes, brainstorming can be done effectively with a virtual team! Lync Whiteboard is a great option to brainstorm using "virtual sticky notes.” Try email for a "brain-writing” exercise – give your team a problem to brainstorm against and use an email chain from team member to team member to build on the idea.

9. Don’t take "No” for an answer. Often meetings, training and corporate events are set up for in-person attendance. By thinking creatively and leveraging your IT department, almost anything can be done virtually. Don’t be afraid to be the squeaky wheel to enable virtual participation. It will increase your and other virtual employees’ engagement and improve business results.

10. Ask for and give feedback on your virtual working situation. Listen to what is working well and what can be improved to advance your virtual working relationships and increase empathy for all parties involved. I like to use SurveyMonkey to get a pulse check after I’ve been working with a new team for two to three months.

Clorox has a strong network of employee resource groups. Diversity and inclusion is a high priority for the organization and we help all employees learn to be "every day leaders,” with groups supporting Asian, African-American and Latinos to LGBTQA, veterans and, of course, remote workers.

Blog Author Bio

Sacha Connor is director of marketing for Pine Sol, Liquid Plumr, Clorox Fraganzia and Green Works at The Clorox Company.

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