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upscale
your business
with
GMT Client Training Manual
www.growmyteam.com.au
before your staff start
The successful transition of new
remote staff into your business
relies heavily on making sure that
you are set up and ready to go
getting setup
Software and hardware Recommendations
skype
scanner
A multi-feed scanner for hardcopy
correspondence transfer
voip
telephone networking system
cloud drive
software such as Google Drive or
Drop Box for example
project management
Cloud based Project Management
software such as Asana or Basecamp
training
We cannot stress enough the importance of a
thorough and detailed training schedule for all
new staff
The secret to engaging and
training remote workers?
Support and engage through technology
training
There are several good methods and tools
to use to train remote staff. You can use
one or several methods combined to
create your own personalised program to
fit in with your company structure and
culture
It may be a trial and error process and
you will find that one method works
better than than other
conducting staff training
project management
Using Project Management software such as
Asana or Basecamp
In both of these programs you can create
training modules specific to the task/s that you
would like learned by the staff
Using these cloud based programs,you can assign
time frames (using the shared calendar function)
and you can be notified when your staff have
completed a task
These programs also allow for fluid
conversation, so that you and staff can have a
conversation surrounding any task
conducting staff training
video conferencing
skype
anymeeting
zoom
o0voo
conducting staff training
video tutorials
sCreating video tutorials that show step by step
instructions
http://www.camstudio.org
http://www.screenvideorecorder.net
You can open source software such as
Camstudio or Screen Video
Recorder
understanding
This will have the duo result of
then creating documentation of
all your processes
Whatever method you use to
conduct training it is vital that
you make sure that your staff
have understood
For e.g. If you're doing a quick
lesson via Skype, require the
staff to summarise all the points
from your lesson in a succinct
email and send it back to you
after the session
onboarding process
3. Set up introductions to any
key staff members or clients. This
can be done via Skype or email
1. Setting up a company email
access, Skype account, and any
other other software logins
It is important to create an on boarding
process that is easy for you to manage
and easy for your staff to understand
2. Create a check list of required
tasks that must be completed on or
before the first day
the first day
Prior to your staff member’s first day we will
send through an email that contains their
contact info including their email address
and Skype handle
We encourage you to add them on Skype and
send a welcome email prior to their first day
On their first day, introduce yourself on Skype
to initiate training
We are always here to facilitate that
introduction on the first day
getting started
Remember that your new staff will be a little
nervous about starting a new job
Ease them into the job by setting the easier
tasks first
Make them feel comfortable to ask questions
and have an open dialogue at all times
Always tell your new staff member if they have
done something right or wrong and why. They
will learn to understand your expectations and
style
Examples of some of the less complicated tasks
Reading up the business
(website, any other collateral)
Watching training
tutorials
Adding content to
marketing templates
getting started
Data entry
Bookkeeping
Organising e-filing
go team!
keep staff motivated
It is important to make your remote staff feel
like they are part of your team
Have a clear vision. This ensures
that all team members are in tune with what
the business is trying to achieve
Trust your team to deliver on tight
deadlines or important projects remotely
Communicate with your staff. Make
an effort to speak your staff every day, or every
other day at the very least. Even if it is through
Instant Messenger (for e.g.Skype, Gchat).There
doesn’t need to be a reason for the chat. You
will end up discussing all sorts of things.
go team!
keep staff motivated
Make People Feel Part of a Team
Provide Feedback
Give Praise When It Is Due
paying staff
Staff are paid once a month
We pay directly into their personal bank
accounts
To ensure that all staff are paid promptly we
need to make sure that our clients pay their
invoice within 7 days
We send through several reminders before the
due date
paying staff
If clients are late in paying their
invoice, we do need to ask staff to
stop working until the invoice has
been paid
our terms are strict. if you are even 1 day
late, we need to ask your staff to
stop working
before your new staff member
begins work, we will issue you with
an invoice that covers our
recruitment fee ($200+GST) and the
staff member’s first month of wages
up front,
after that first month, we then
issue our invoices on the 1st of
each month. our payment terms are
strictly 7 days.
thank you!
If you have any questions at
all please do not hesitate to get in
touch. We are here to help and guide
you through the on boarding process

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How to Train and Manage your Virtual Staff

  • 1. upscale your business with GMT Client Training Manual www.growmyteam.com.au
  • 2. before your staff start The successful transition of new remote staff into your business relies heavily on making sure that you are set up and ready to go
  • 3. getting setup Software and hardware Recommendations skype scanner A multi-feed scanner for hardcopy correspondence transfer voip telephone networking system cloud drive software such as Google Drive or Drop Box for example project management Cloud based Project Management software such as Asana or Basecamp
  • 4. training We cannot stress enough the importance of a thorough and detailed training schedule for all new staff The secret to engaging and training remote workers? Support and engage through technology
  • 5. training There are several good methods and tools to use to train remote staff. You can use one or several methods combined to create your own personalised program to fit in with your company structure and culture It may be a trial and error process and you will find that one method works better than than other
  • 6. conducting staff training project management Using Project Management software such as Asana or Basecamp In both of these programs you can create training modules specific to the task/s that you would like learned by the staff Using these cloud based programs,you can assign time frames (using the shared calendar function) and you can be notified when your staff have completed a task These programs also allow for fluid conversation, so that you and staff can have a conversation surrounding any task
  • 7. conducting staff training video conferencing skype anymeeting zoom o0voo
  • 8. conducting staff training video tutorials sCreating video tutorials that show step by step instructions http://www.camstudio.org http://www.screenvideorecorder.net You can open source software such as Camstudio or Screen Video Recorder
  • 9. understanding This will have the duo result of then creating documentation of all your processes Whatever method you use to conduct training it is vital that you make sure that your staff have understood For e.g. If you're doing a quick lesson via Skype, require the staff to summarise all the points from your lesson in a succinct email and send it back to you after the session
  • 10. onboarding process 3. Set up introductions to any key staff members or clients. This can be done via Skype or email 1. Setting up a company email access, Skype account, and any other other software logins It is important to create an on boarding process that is easy for you to manage and easy for your staff to understand 2. Create a check list of required tasks that must be completed on or before the first day
  • 11. the first day Prior to your staff member’s first day we will send through an email that contains their contact info including their email address and Skype handle We encourage you to add them on Skype and send a welcome email prior to their first day On their first day, introduce yourself on Skype to initiate training We are always here to facilitate that introduction on the first day
  • 12. getting started Remember that your new staff will be a little nervous about starting a new job Ease them into the job by setting the easier tasks first Make them feel comfortable to ask questions and have an open dialogue at all times Always tell your new staff member if they have done something right or wrong and why. They will learn to understand your expectations and style
  • 13. Examples of some of the less complicated tasks Reading up the business (website, any other collateral) Watching training tutorials Adding content to marketing templates getting started Data entry Bookkeeping Organising e-filing
  • 14. go team! keep staff motivated It is important to make your remote staff feel like they are part of your team Have a clear vision. This ensures that all team members are in tune with what the business is trying to achieve Trust your team to deliver on tight deadlines or important projects remotely Communicate with your staff. Make an effort to speak your staff every day, or every other day at the very least. Even if it is through Instant Messenger (for e.g.Skype, Gchat).There doesn’t need to be a reason for the chat. You will end up discussing all sorts of things.
  • 15. go team! keep staff motivated Make People Feel Part of a Team Provide Feedback Give Praise When It Is Due
  • 16. paying staff Staff are paid once a month We pay directly into their personal bank accounts To ensure that all staff are paid promptly we need to make sure that our clients pay their invoice within 7 days We send through several reminders before the due date
  • 17. paying staff If clients are late in paying their invoice, we do need to ask staff to stop working until the invoice has been paid our terms are strict. if you are even 1 day late, we need to ask your staff to stop working before your new staff member begins work, we will issue you with an invoice that covers our recruitment fee ($200+GST) and the staff member’s first month of wages up front, after that first month, we then issue our invoices on the 1st of each month. our payment terms are strictly 7 days.
  • 18. thank you! If you have any questions at all please do not hesitate to get in touch. We are here to help and guide you through the on boarding process