1. Instructional Plan: Phase IV by Freddy Bullock CUR/516 December 1, 2014 Dr. Keith Bennett

2. Instructional Plan: How To Manage Remote Employees

3. Phase I How to Manage Remote Employees Training Description - This course is designed for leaders new to managing remote employees or for managers transitioning to working remotely. The content in this course is designed to review ways to keep remote employees engaged, hold them accountable, and address the differences in remote vs. office management. Managers attending this course will develop a foundation of what to expect and how to adapt their leadership styles to the remote environment. Target Audience Managers: Characteristics, - New to remote working - Age ranges between 20-75; broad age range because of various backgrounds. - Direct reports (some or all) recently transitioned to remote working. - No experience managing remote workers. - Genders include male and female. Delivery Modality and Length - Classroom setting/in-person. - Small group (10 participants maximum). - (2) Facilitators (1 trainer and 1 manager with experience managing remote teams). - Three (4) hour days (8am-12pm). Goals - Address how the workplace dynamic changes. - How to hold remote employees accountable. - How to maintain a strong sense of “team”. - How to ensure employee engagement.

4. Phase II How to Manage Remote Employees Goals The managers will learn workplace dynamic changes in a remote environment. The managers will understand how to hold remote employees accountable. The managers will learn how to maintain a strong sense of team using interactive team meetings. The managers will learn how to develop their staff and ensure employee engagement in a remote environment. Objectives After the training, managers will identify five management skills needed to create an effective remote environment with 90% accuracy. After the training, managers will write one complete SMART goal needed to effectively hold their direct reports accountable with 100% accuracy. After the training, managers will conduct a 15-20 minute team meeting using WebEx with 100% accuracy. After the training, managers will identify 3 development traits needed to enhance the professional development of their staff with 100% accuracy.

5. Phase II Encourage Critical Thinking The course objectives will encourage critical thinking by utilizing the existing skills of each manager and leveraging their strengths. The managers will learn how to use their knowledge and learning how to adapt their management style to fit a remote setting with remote direct reports. Instructional Strategies This face-to-face course will review common managers situations and strategies and flip them to review how to handle these in a remote setting. Critical thinking and creativity will be explored by doing breakout sessions (groups of 3-4) to explore responses to remote scenarios. In addition to 40% of the class being breakout sessions, managers will have a materials booklet to respond individually to various scenarios 15% of the time. Learning best practices from experienced managers will also account for 15% of the time. The remaining 30% will be classroom- led discussion. Instructional Technologies Technologies utilized will include: PowerPoint Teleconference WebCam WebEx IM video chat

6. Phase III Plan For Implementation The delivery of this course will take place December 2 nd – 4 th in a classroom with a group of managers not to exceed 10. This course will be 4 hours a day and take place over 3 consecutive days. Individuals involved will include a corporate trainer to facilitate the classroom content and a subject matter expert (a manager with tenure of 5+ years in a remote environment). Materials will include a workbook primarily to notate best practices and ideas learned in the classroom. This workbook will include the outline of classroom discussion.

7. Instructional Resources Computer and project Whiteboard and dry erase markers Large sheets of white paper Printed copies of workbook for each participant; this is for notating best practices after each activity and for daily takeaways. 1 Rewrite Handout for activity on Day 1

8. Implementation Plan A communication from senior leadership will go to all directors and manager-level employees to advise of this new requirement for all managers requesting to work remotely. This communication will include the steps involved on how the request is routed to training. This course will be a requirement prior to managers working remotely and must be completed prior to working from home. When the director submits the request to HR for the manager to telecommute, it will automatically send a request to the training department to enroll the manager in this course.

9. Implementation Plan (Continued) The instruction will be implemented in the Corporate Building and the trainers will determine the classroom. The course will run monthly or quarterly depending on the business need. The individuals involved will include the manager (participant), his/her director (to submit request), HR (to send the request to the training department), guest facilitator (manager in the field), and the trainer to organize and conduct the training.

10. Instructional Content and Strategies Day One TimeActivityGoalPBOAssessment 8:00am – 9:00am Icebreaker – 3 truths and a lie – Interactive Classroom Activity with All Participants The managers will get to know their peers during introductions. The managers will identify 3 specifics about their peer’s within 45 minutes of introductions. They will then report out to the class with 100% accuracy. N/A 9:00am – 9:45am Introduction to Managing Remotely – Classroom Discussion The managers will learn the differences on managing in person vs. remotely. The managers will identify at least 3 key differences on managing from a remote environment. Each participant will report out on one key difference and notate these in their workbooks with 100% accuracy. N/A 9:45am – 10:00amBreakN/A 10:00am – 11:15am Communication with your staff – Classroom Discussion Managers will learn efficient ways to communicate with their staff. The managers will create 2 example emails (1 to their team, 1 to a direct report) on an upcoming workplace change or update and include these in their workbooks with 100% accuracy. N/A 11:15am – 12:00pm Practice drafting communication – individual work using their workbook and Rewrite Handout (PDF) Managers will learn how the tone of their written communication impacts the receiver. The managers will create 2 example emails (1 to the team, 1 to a direct report) addressing a performance concern. They will also complete the Rewrite Handout. These should both be completed with 100% accuracy. Formative Assessment for the class to notate in their workbooks – 3, 2, 1 Format. 3 things I learned…, 2 things I found interesting…, 1 question I still have…

11. Instructional Content and Strategies Day Two TimeActivityGoalPBOAssessment 8:00am – 8:30amReview of Day One The managers will revisit takeaways and highlights from day one.N/A 8:30am – 9:45am Accountability Overview – Classroom discussion and 2- person breakouts during the last 30 minutes of this activity. The managers will use their experience and review staff accountability. The managers will identify 2 coaching skills needed to work with an underperformer; completed with 100% accuracy.N/A 9:45am – 10:00amBreakN/A 10:00am – 11:00am SMART Goal Overview – Classroom discussion and individual writing during last 15 minutes of this activity. Managers will understand how to incorporate SMART goals into their coaching. The managers will write one complete SMART goal for an underperforming direct report with 100% accuracy. Formative Assessment – What is your takeaway so far today? 11:00am – 12:00pm Performance-based Conversations – Classroom Discussion and individual writing during the last 15 minutes of this activity. Managers will learn how to document and conduct performance-based discussions with their employees. The managers will identify 5 details needed to successfully document performance-based conversations with 90% accuracy. Formative Assessment for the class to notate in their workbooks – 3, 2, 1 Format. 3 things I learned…, 2 things I found interesting…, 1 question I still have…

12. Instructional Content and Strategies Day Three TimeActivityGoalPBOAssessment 8:00am – 8:30amReview of Day Two The managers will revisit takeaways and highlights from day two.N/A 8:30am – 9:30am How to Conduct Team Meetings via WebEx – Classroom Demonstration and breakout sessions (group of 3-4). The managers will learn how to navigate WebEx for team meetings. The managers will demonstrate their knowledge by creating a WebEx and presenting a 5-10 minute team meeting with 100% accuracy.N/A 9:30am – 9:45amBreakN/A 9:45am – 10:45am Keeping your team Engaged – Classroom Discussion The managers will learn new ways on keeping a remote team engaged. The managers will identify 2 different ways to ensure team participation with 100% accuracy. Formative Assessment – What is your takeaway so far today? 10:45am – 11:30pm Developing your Team – Classroom Discussion The managers will learn how to professionally develop their staff. The managers will identify 3 activities to develop individuals on their team. Activities should be aligned with the individuals coaching needs and with 100% accuracy.N/A 11:30am – 12:00pmTakeaways and Implementation The managers will share with the class their final 1-2 takeaways and how they plan on implementing them.N/ASummative Evaluation

13. Activity: Rewrite Handout For Day One Rewrite Handout Please rewrite the example below. Make sure to address tone and make it “reader-friendly”. Example – Team, I am concerned about the lack of progress made by the team so far this month. Everyone’s average is below the department average. There is no excuse for this decrease in performance. Please reply back to me individually and explain why your performance has dropped for this month. Freddy Your rewrite- ___________________________________________________________

14. Formative Assessments 3, 2, 1 Format (Day 1 and Day 2) 3 things I learned today… 2 things I found interesting… 1 question I still have… Informal – Takeaways or “aha!” moments (Day 2 and Day 3) What is your biggest takeaway thus far? Share your “aha!” moment

15. Summative Evaluation - Completed by participants at the end of Day 3 - Feedback helps trainers assess content to consider for future trainings Course: How to Manage Employees Remotely Date: 12/2/14 Name (Optional) Course Evaluation Please circle the answer that most closely aligns with your feedback. 1. After this training, how prepared do you feel moving forward? (Circle only one). a. Extremely prepared b. Somewhat prepared c. Not at all prepared 2. How relevant was the content of this course to your job needs? (Circle only one). a. Extremely prepared b. Somewhat prepared c. Not at all prepared 3. Which session(s) were the most helpful? (Circle up to 3) a. Introduction to Managing Remotely b. Communicating with your Staff and Communication Practice c. Accountability Overview d. SMART Goals Overview e. Performance-Based Conversations f. How-to-Conduct Team Meetings via WebEx g. Keeping your Team Engaged h. Developing your Team i. I did not find any of the sessions helpful 4. What suggestions do you have on the overall training? Please explain.

16. Questions/Comments Thank you for your participation!