How to track remote employee’s activities

Hello, this is Laura Lee Rose.  I am a speaker and author. I am an expert in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for turning big ideas into on time and profitable projects.

At the end of the day, I give people peace of mind.
Today’s question came from a busy professional interested in freeing some time and space to advance in his career.

 

What is a good CRM for remote employees that tracks what they are doing every minute

I have a remote employee on a significant base who works from home and road with android phone. I want to track their day.

I want an CRM web app that runs on desktop and android phone:
– Sends me a daily email report that
1) chronologically lists how previous day was spent including


A) work day start time,
B) calls outgoing and incoming
– start, end time, contact, result
C) emails reading & writing
– start, send time, contact, result
D) meetings
– start, end and result.
E) Other activities eg driving
– start, end, contact, result


2) Sales pipeline status changes and value in graph format.

This should be done as automatically as possible. Ideally with no typing by salesperson. Ie buttons only. Or only one word typing if req.

I apologize if this answer seems too blunt….but I think it will be easier to find a salesperson that you trust. Requesting an app that automatically shows you exactly what they do every minute illustrates a lack of trust in their capability and competence. It’s better to find the type of people that you will value and trust; people with the right work ethics, experience and talent — then to try to micromanage those traits into the wrong people. The right people will be turned off and quite. And the wrong people will find a way around your app.

Keep it simple. Simply focus on your required results.
If you have sales quotas and success metrics in place – and they are meeting the success criteria; why do you need to know what they ate for breakfast?

My recommendation is to do your best to hire talented and trustworthy people to begin with. Setup goals and objectives around those important metrics (like hitting at least 20 sales calls a week, making at least 5 sales per week, or whatever you deem necessary). Then allow them to fully express their talent and skills they way that best works for them – in regards to meeting those success criteria.

If they are not meeting their quotas, offer them additional training or fire them.
If they are meeting your quotas, don’t fix what ain’t broke.

If you still need this day-to-day checking; I recommend setting up a daily 5 minute call with this person or team. In the agile development (this is called a SCRUM meeting), where you meet daily for a very short time to answer the critical status questions. For you – you may want to have a daily status meeting to report their sales made, sales in the pipeline, expected sales closed dates for those items in pipeline, any roadblocks to closing on time and if they need any help in closing the deals.
Bottom line – It’s a waste of time to “big brother” everything your sales person does. Setup clear expectations in regards to number of sales, leads, and lead-to-sales ratios. Then track only the metrics that bring in the money. Don’t worry about how they get it done. Just focus on the results and treat your team like experienced and valued professionals.

For you would like more information on how to better manage your team or increase their performance, why don’t we schedule a short call. That way I will be able to learn more about your unique situation and be able to recommend your next best step moving forward.

We also have a Professional Development Toolkit ecourse available for self-study.

 Once again, I know your situation is different. Why don’t we schedule an appointment, where I get to know more about your unique situation? And then I will be happy to make recommendations on what your best steps are moving forward. To schedule an appointment, book it HERE.

With enough notice, it would be my honor to guest-speak at no cost to your group organization.

I have a monthly presentation on “how to say YES to everything but on your own terms”. To sign up for the complimentary course, go to www.lauraleerose.com/Say-Yes

Best ways to show clients that they are appreciated

Hello, this is Laura Lee Rose.  I am a speaker and author. I am an expert in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for taking big ideas and converting them into smart, sound, and actionable ideas.

At the end of the day, I give people peace of mind.
Today’s question came from a busy professional interested in freeing some time and space to advance in his career.

What’s the best way to show customers they are appreciated?

The first step is to fully understand your company policies in regards to customer gifts, rewards, recognitions, and tokens of appreciations. Most companies have clear procedures and limits on customer appreciation gives to avoid the perceptions of kickbacks and payback.

Once you understand the company policies, you have various options to explore.

The key to client appreciation is understanding what the client values.  In Dr. Gary Chapman’s 5 Love Languages, people respond to 5 different categories of appreciation: Words of Affirmation, Acts of Service, Receiving Gifts, Quality Time and Physical Touch. I have a presentation on how to translate these “love languages” into the workplace and customer appreciation venue. If you are interested in a group presentation on this topic, I would be happy to guest speak at your organization.

In the meantime, a relationship (whether a personal, professional or business relationship) is composed of one or more people.  Therefore, a show of the right kind of appreciation (the one that the client would value most) in any of those venues would work.  Dr. Chapman mentions that everyone has 2 dominant categories.  For example – if you know that your client feels appreciated (loved) with words of affirmation and Acts of Service – you would best be served by giving them a plaque/award with some fanfare or a special “Done For You” complimentary service.   On the other hand, if your client doesn’t like to be put on stage and value their leisure time with their family above all else – then making them spend their leisure time to accept an award in front of people would have the opposite effect. He/she would resent being there.

Understanding the proper acts that make them feel appreciated (or loved) is the key to a successful client appreciation program.  Then selecting items that fit one of their dominate profiles would win the day.

The appreciation doesn’t have to be expensive, just valuable. For example, if your client owns a restaurant, then periodically taking your department to lunch at their establishment is of great value. Purchasing gift certificates from their shops to give as client appreciation gifts to other customers is of great value. Creating testimonials about their service and establishments would be of great value.

The key is to be in-tuned with what your client values.

I know your situation is different. Why don’t we schedule an appointment, where I get to know more about your unique situation? And then I will be happy to make recommendations on what your best steps are moving forward. To schedule an appointment, book it HERE.

With enough notice, it would be my honor to guest-speak at no cost to your group organization.

I have a monthly presentation on “how to say YES to everything but on your own terms”. To sign up for the complimentary course, go to www.lauraleerose.com/Say-Yes

Navigating Office Politics

Hello, this is Laura Lee Rose.  I am a speaker and author. I am an expert in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  .  I have a knack for turning big ideas into on time and profitable projects.

At the end of the day, I give people peace of mind.
Today’s question came from a busy professional interested in freeing some time and space to advance in his career.

How women can navigate office politics while staying professional,

Looking for career experts to offer advice on how women can navigate office politics while staying professional, staying focused on their career goals, etc.

Regardless of whether you are male or female, the most effective way to get ahead in an office environment is to do the following:

1)    Avoid gossip, rumors and negative judgments. Stay professional at all times.

2)    Stay in control of your emotions. Stay calm and don’t take anything personally. If you feel yourself becoming emotional, excuse yourself and regain your composure and confidence. (I have some great tips on how to regain your composure without leaving the room as well).

3)    Consistently quantify your results and performance toward the company goals, mission and visions.

4)    Publicize your results in metrics of $$:  increased revenue or decreased costs; increased customer satisfaction or reduce time to market.

5)    Think like the owner and treat the company like your company, regardless of your job title.  Take the initiative beyond your defined title, role and responsibilities.  Be responsible for creating leads, sales, promotions and illustrating that your company is the thought leader in their field.  Companies are in the business to make money.

6)    Compliment, acknowledge and publically recognize other team member’s contributions to your successes.

7)    Become an effective business networker, team lead and team builder toward the company’s bottom line.  Recognize that you can accomplish more with a complementary team or entourage around you.  If your manager is the only one that knows your value, you are doing a disservice to yourself.

In general, when you continue to focus on the larger corporate picture, you will be able to stay unattached to temporary situations and avoid many of the in-fighting and politics.   Start solving the higher-level, Big Picture, COMMON GOALS instead of the silos and individual project concerns.  Focus on the company WIN versus individual wins.

 If you are interested in a more detail program on these things, we have offer several intensive workshops from the 6 Critical Training Areas. (Technical Mastery, Exceptional Performance, Business Networking That Makes the Difference, True Leadership – the transformation from Worker Bee to Queen Bee, Communication that Matters, The Difference between playing with time and controlling it).

I know your situation is different. Why don’t we schedule an appointment, where I get to know more about your unique situation? And then I will be happy to make recommendations on what your best steps are moving forward. To schedule an appointment, book it HERE.

With enough notice, it would be my honor to guest-speak at no cost to your group organization.

I have a monthly presentation on “how to say YES to everything but on your own terms”. To sign up for the complimentary course, go to www.lauraleerose.com/Say-Yes

Overcoming Your First Mistake At A New Job

Hello, this is Laura Lee Rose.  I am a speaker and author. I am an expert in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for turning big ideas into on time and profitable projects.

At the end of the day, I give people peace of mind.

Today’s question came from a busy professional interested in freeing some time and space to advance in his career.

 

Overcoming Your First Mistake At A New Job

What advice do you have for new hires having to own up to their first big mistake on the job? Is there a professional way to apologize? What is the best way to bounce back after making a mistake?

 

First recommendation is to relax. Everyone that starts a new job is focused on making a good impression. We all want to prove that they were right to hire you. Everyone would be a little nervous about making a mistake. The good news is that everyone makes mistakes. It’s just that we feel more vulnerable at a new job, versus when we’ve been at a position for awhile. So my first recommendation is to relax.

Next is to avoid the term “mistake” and replace it with the idea that you were trying something new. Professionals makes “mistakes” when they are trying something new, experimenting, and stretching beyond their comfort zone. This is a good thing. People that never make mistakes are not growing, exploring or evolving. Every action or decision that you take merely generates more data and results. The results are either moving you closer to your goals OR giving you more data that will get you toward your goal.

The last concept is that your mistake doesn’t ruin your reputation.  It’s how you respond to your mistake that makes or breaks you in the eyes of your coworkers and employer.  By taking the initiative to correct, improve and eliminate the repetition of that same mistake is always a good step.  By creating an automated procedure, utility, better documenting the steps, or sharing the knowledge with others not only stops you from repeating the error but stops everyone that follows you.
Think like the owner of the company.  What would the business owner like to see come from this situation?

Under no circumstances would you try to cover up or blame someone else for the error. Taking responsibility for a situation isn’t taking the blame. Taking responsibility is actually being able to respond to the situation (response – able). Being able to respond to any difficult situation is a sign of a leader.

I know your situation is different. Why don’t we schedule an appointment, where I get to know more about your unique situation? And then I will be happy to make recommendations on what your best steps are moving forward. To schedule an appointment, book it HERE.

With enough notice, it would be my honor to guest-speak at no cost to your group organization.

I have a monthly presentation on “how to say YES to everything but on your own terms”. To sign up for the complimentary course, go to www.lauraleerose.com/Say-Yes

How to capitalize on your GENIUS

Hello, this is Laura Lee Rose.  I am a speaker and author. My background is in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for taking big ideas and converting them into smart, sound, and actionable ideas.

At the end of the day, I give people peace of mind.
Today’s question came from a busy professional interested in freeing some time and space to advance in his career.

I have lots of knowledge to share. What are some ways to share my knowledge and get additional exposure as an expert in my field? 

 

Can do it any number of ways – Speak it, Write it, Perform it.

JUST GET IT OUT OF YOUR HEAD!

 

Speak it: audio, webcam video

Write it: Articles, blogs, Tips, Interview

Perform it: brown bag lunches, professional organizations, Youtube it

  • Once you have it out of your head – you can productize it any number of ways.
  • Slap a graphic or slide deck to an audio, and you have a video
  • Put your speaker notes into your slide desk presentation and you have an ebook
  • Take your article and split it into digestible tips and you have your social media postings

Full list of the things you can do can be found in my Capitalizing On Your Genius Cheat Sheet at

http://eepurl.com/Vy0-n

Why should I do this? – If you’re the only one that knows how smart you are, what good are you – really?

 

Everyone already knows this stuff. It’s common sense – You’ll be surprised how uncommon, common sense is. Regardless – some people will know it, and some will not. Some people will be interested and some will not. So what? You’ll never know who will be interested in what you have to share if you never share it.

 

Others can say it better: So what? You can’t get better without practice.
I know your situation is different. Why don’t we schedule an appointment, where I get to know more about your unique situation? And then I will be happy to make recommendations on what your best steps are moving forward. To schedule an appointment, book it HERE.

With enough notice, it would be my honor to guest-speak at no cost to your group organization.

I have a monthly presentation on “how to say YES to everything but on your own terms”. To sign up for the complimentary course, go to www.lauraleerose.com/Say-Yes

How to Spot a Bad Boss in the Interview

This question came in from a professional wanting to advance in his career.
How can you tell in the interview that your boss is going to be horrible?
One recommendation is to remove the idea of “a Bad Boss”.  Instead, realize that there are various management styles that you work better with.  Once you understand that it’s just a matter of management styles, write down the management style in which you excel and perform best.  Identify the traits and environments that you work best.
REPEATING Important Concept: Instead of focusing on what makes someone a “Bad Boss” – focus on what helps you work at your best.

Once you have done this self-awareness discovery session, then you can easily come up with questions that will help you decide if this is the place for you.

For example – if you realize that you are the type of person that needs lots of direction (just starting out in this industry), explicit steps, and someone to review your work, then asking questions to see if the interview is a “hands-off” manager, a “mentor/coach” manager or a micro-manager.  You can find out about their training, orientation and mentoring/buddy program.

If you are more experienced and need more autonomy, you can ask questions about opportunities for you to mentor/coach/train other people in the group.  You can ask about team lead positions, etc.

Once again – I recommend and encourage high performers to avoid focusing on what you do not want “a Bad Boss” – and focus on what you DO want.  This means that you need to do some serious self-assessment to understand what type of environment will help you perform at your best.

If you need help in identify the proper work environment for you, what do you sign up for a discovery strategy session.  That way, I can find out more about your specific situation and can give you some next step recommendations.  You can easily sign up for a complimentary session at https://www.timetrade.com/book/WFSFQ

 

How introverts can break into a manager role

How introverts can break into a manager role even though they aren’t the most aggressive/outspoken?
The best way to become a good manager (regardless of being an introvert or extravert) is to focus on service:  service to your employees.  Introverts and extraverts have one think in common.  They spend too much time thinking about themselves.  An introvert is fearful of what people are thinking about them.  The extravert wants people to be thinking about them.  In both cases, it’s all about “them”.

Whether you are an introvert or extravert – the recommendation is the same:

1) Illustrate that your focus is not on yourself, but for the benefit of the employee, client and company.

2) Error on service to others; what you can do for your department, your team, your executive level and your clients

3) Quantify your performance in regards to client satisfaction, increased revenue, reduced time to market and employee retention.

Spend more time on learning about others.  Focus on doing the right thing instead of doing things right.

GET out of your own head, and get into theirs.

Getting out of your own heads helps with your introvert tendencies; getting into theirs helps with your management skills.
For morel tips on how to breakdown the strengths introverts usually possess that make them successful leaders and tips on helping them navigate office politics and professional opportunities that will lead to managerial promotions; why not setup an introductory success coaching session.  This way I can learn more about your unique situation and give you customized next step recommendations.

To setup an appointment, go to https://www.timetrade.com/book/WFSFQ

 

 

How introverts can become managers

how introverts can break into a manager role even though they aren’t the most aggressive/outspoken?
The best way to become a good manager (regardless of being an introvert or extravert) is to focus on service:  service to your employees.  Introverts and extraverts have one think in common.  They spend too much time thinking about themselves.  An introvert is fearful of what people are thinking about them.  The extravert wants people to be thinking about them.  In both cases, it’s all about “them”.

Whether you are an introvert or extravert – the recommendation is the same:

1) Illustrate that your focus is not on yourself, but for the benefit of the employee, client and company.

2) Error on service to others; what you can do for your department, your team, your executive level and your clients

3) Quantify your performance in regards to client satisfaction, increased revenue, reduced time to market and employee retention.

Spend more time on learning about others.  Focus on doing the right thing instead of doing things right.

GET out of your own head, and get into theirs.

Getting out of your own heads helps with your introvert tendencies; getting into theirs helps with your management skills.
For more tips on how to breakdown the strengths introverts usually possess that make them successful leaders and tips on helping them navigate office politics and professional opportunities that will lead to managerial promotions; why not setup an introductory success coaching session.  This way I can learn more about your unique situation and give you customized next step recommendations.

To setup an appointment, go to https://www.timetrade.com/book/WFSFQ

 

 

How do you get someone in another department to do something you need that isn’t important to them

How do you get someone in another department to do something you need that isn’t important to them?
Imagine you’re on a deadline that’s important to you. The
project might not qualify as “mission critical” to the rest of
the organization, but it’s certainly essential for your own
team. So far, so … ordinary.Now you run into a road block: a task wherein you need input
from someone from another department, or where you need the
other person to actively do something.  Sometimes, your request is a distraction to the other person’s business goal.
The key thing that you have already realized is that this isn’t important to them.  SO – they ARE doing you a favor.

Do not approach this as “they are the road block”.  Instead – approach them as a valued consult or mentor.  Make it easy for them to do this favor for you; and be prepared to do the work.

Approach with appreciation, admiration, and friendship.
Some recommendations:

1) Invite them to (and pay for) lunch or dinner to interview them on this topic.

2) Approach it as if you are gathering valuable information from them — AND YOU ARE NOT ASKING them to do the work.

3) Share your current situation and ask their advice on how to go about accomplishing it.  Ask them what they think your next step should be.  People often give their opinions and advice freely.  Take advantage of this human trait.
4) Be prepared to do the work, with the information and advice that they give you. (This may mean that you create the spreadsheet with their information.  Or that you do the research from the links and pointers that they give you. Or it may that you right your own recommendation and ask them to edit as they see fit.  Or that you do all the leg work and make it easy for them to sign-off.)
5) Do everything that you can possible do to reduce their effort and time.  Make it easy for them to help you. This monkey on your back is your monkey – not theirs; therefore, you are responsible for feeding your own monkey and not pass it onto someone else’ shoulders.

6) Ask permission for a follow-up  so that they could review your mid or final draft of your project.

7) If they say they can not help, emphasize how much you appreciate their time and admire their experience in this area.  Then ask them to recommend someone else that they think would be a better fit for this project.

Approach the topics with an appreciation of their time, their talent and their experience.  Treat them as special.  Realize that they are in the best at what they do and therefore are in much in demand.

End-Game:  The job isn’t done once you get what you want. It’s only just begun.

  • Don’t forget the THANK YOU:   And when they do come through for you – publicly recognize them in either a mention in your project proposal, Thank You Note to their superiors, and/or a gift of appreciation.
  • Reciprocate:  Take the time to learn about their various projects and volunteer your services in the near future.

How to handle obnoxious questions about your job search

Today’s question came from a professional interested in freeing some time and space to advance in his career.

How to handle obnoxious questions about your job search. I’m talking specifically about how to handle questions from friends, family about how it’s going, why you don’t have a job yet.
One of the most effective ways to handle questions that annoy you is to turn the tables on those questions.  Instead of seeing those questions as annoying; take them at face value; and thank them for their interest. Then tell them exactly what you are looking for, the industry you are interested in, the position level, the role and responsibilities you are focusing on.  Share your career goals and make them a co-conspirator to your success.  Ask them if they can think of any business or network contacts that you can reach out to.  Ask to schedule some time with them to review their linkedin and facebook contacts, to see if they have anyone in their sphere that would be able to help you.  Ask for their advise on who in their circle — you should meet and ask for a warm introduction from them.Once you switch your opinion of them from an annoyance to an asset, two things will happen:

1) You will start networking with the right people

2) The wrong people will stop asking the questions.

Hi, my name is Laura Rose.  I am a speaker and author. My background is in time management, professional development and work life balance strategies.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for taking big ideas and converting them into smart, sound, and actionable ideas.