7 Ways to Optimize Your 2021 Appointment Schedule

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7 Ways to Optimize Your 2021 Appointment Schedule

The new year can’t come fast enough. Entrepreneurs and business leaders everywhere will be grateful for the opportunity to leave 2020 behind and look toward 2021. Part and parcel of that is setting up your appointment schedule for next year.

Don’t know where to start? This guide will get your wheels turning and your schedule set:

Learn From 2020

You can learn a lot from last year’s appointment schedule. Look at what techniques brought customers in the door and helped you serve them efficiently. Lean into those that worked and jettison the rest.

For example, what kept appointments coming COVID-19? Was it a social media promotion? Digital marketing or SEO? Chances are, those tactics will continue to perform in 2021.

Get Customers on the Calendar

Don’t wait until January 1 to start booking appointments for 2021. You’ll enter the new year with a bare schedule that will be stressful to fill up. Throughout the final weeks of 2020, you should be trying to book as many appointments in early 2021 as possible.

What about appointments for mid-2021 and beyond? Appointments planned too far in advance are more prone to cancellations. Decide with your team how far in advance you want to book while weighing the pros and cons.  

Hold a New Year’s Promotion

If you expect January to be a lean month, you can open up the year with a New Year’s promotion. As is true of all promotions, a good deal can incentivize a lot of appointments quickly.

Use customer’s New Year’s resolutions as a way to lure them to your business. For example, a dentist’s office can cater to customers who want to transform their look in 2021. Personal trainers will greatly benefit from a New Year’s deal, as getting in shape is one of the most common New Year’s resolutions.

Set Up Work Schedules

Once you’ve gotten your appointment schedule squared away, be sure to spend some time organizing your employee schedules. Making sure busy days have enough employees scheduled is key to keeping appointments flowing.

Plan out employees’ work schedules as far in advance as possible. Ask your team members to submit PTO requests as early as they can. Ironing out these details makes scheduling less stressful.

Aside from your team’s work schedule, don’t forget about your general business hours. With COVID-19 still affecting businesses everywhere, your regular hours might have changed. Make sure these are updated on your website, front door, and anywhere else you post them.

Decide Days Off

When setting up your appointment schedule for the end of the year, you should have the days marked off where you’re not taking appointments. Christmas and New Year’s are times for family, but don’t stop there. 

Say you’ve decided to open up all of 2021 for appointments. If a customer books a visit on the day before Thanksgiving — a day you’d planned to take off — they’ll be frustrated by your request that they rebook. As soon as you know what your schedule will look like, make it known online. 

Days off won’t just include holidays. Think about all-staff retreats and maintenance needs that might limit your availability. Even if it’s not a full day off, you may need to reduce the number of available slots on those days to accommodate your other responsibilities. 

Reach Out to Your Regulars

As you fill up your appointment slots for 2021, give your regular customers a ring. They’ll appreciate being given the opportunity to claim their preferred appointment times, encouraging loyalty while netting you recurring revenue.

This strategy is commonplace in the sports world. Season ticket holders get the first call to renew their membership before seats are opened up to the public. Sports franchises understand that their long-term fans are their most important asset; the same is true for your business.

Recalibrate Your Reminders

While setting up your appointment schedule, take time to go through the other settings of your appointment software. Updating your automated reminders is a great way to reduce your no-show rate and improve customer compliance.

Say you’re a doctor’s office that added colonoscopy services. Those customers can’t eat for a day or more before the procedure — something automated notifications can remind them off. Be sure they’re set appropriately. 

Get started now on making 2021 a great year for your business. The more prepared you are, the fewer things can shake you. And after 2020, you know just how important that is. 

Why Entrepreneurs Should Spend Time Earning a Passive Income

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Why Entrepreneurs Should Spend Time Earning a Passive Income

It’s a familiar occurrence. You’re taking a quick break from work to watch an inspiring video, such as a TedTalk, on YouTube. Before the video starts, there’s an ad from a charismatic individual promising that you can earn money while you sleep. And, by doing so, you get to live the life you want without having to deal with the nine to five grind. Same old crap right?

As entrepreneurs, we know that passive income isn’t a scam, though some of these videos do promote unproductive advice. In a previous Entrepreneur article, Kimanzi Constable explained this correctly. These are “entrepreneurs trying to sell you on one of their programs. You see what they’re offering and understand that the way they travel and make an income is through people buying their course.”

In other words, the person in the YouTube advertisement is earning a passive income. They may have developed a system that allowed them to thrive in the real estate industry, for instance. Now, they’re sharing their secrets of success with viewers via an online course. Selling real estate was their primary source of income. Now, they have a supplemental income through the educational course they’ve created.

But, is earning a passive income something that a respectable entrepreneur should really spend their resources on? In my experience, that’s a resounding yes.

What is passive income and why it’s important for entrepreneurs?

A passive income is earning money through little active involvement. Unlike your “day job,” a passive income isn’t tied to how many hours you put in. For example, you published a book five years ago. Ever since its publication, you’ve been earning money off of the sales of your book. While you did all of the work on the book years ago — you had to write it, after all, but you’re really no longer involved with the book. It’s there online for people to purchase while you’re sleeping, building your startup, or traveling.

Why is passive income necessary for entrepreneurs?

For starters, it creates multiple streams of income. Extra or other ways that you make money may not sound important when your business is raking in the six-figures. But, from personal experience, understand that you could lose everything in a blink of an eye.

I’ve shared my story multiple times, so I’ll give an abridged version. My first business was shut down by Amazon, and in a matter of months, I lost everything.

While a passive income wouldn’t have prevented my business from closing, if I had been earning an income from multiple sources it wouldn’t have been as stressful. It wouldn’t have hurt my family, and I could have temporarily stayed current with my bills. It would have helped get me back on my feet faster.

Even if you don’t experience failure, entrepreneurs can use this extra income to pay off their debt faster. How much would your life improve if you didn’t have student or business loans hanging over your head? Not having this debt is a weight off your shoulders and gives you an opportunity to take that money and invest it in your business, vacation fund, or retirement.

Having more than one income can increase your chances of becoming a millionaire. Tom Curley, the author of “Rich Habits,” found that 65 percent of self-made millionaires had three streams of income.

Of course, it’s not all about the benjamins. When you’re able to earn some extra cash on the side, you’re ready and able to focus more on the other things that really matter. It frees up your mind to hustle better. You’ll be able to think more creatively about ways to improve your business. You’ll find ways to spend more time with your family, working on a hobby, learning something new, or traveling.

Debunking common myths about passive income.

While I’m all for passive income, it would be remiss of me to discuss and debunk some of the most common misconceptions. Most notably is a myth that maybe it doesn’t take any type of investment. In reality, it will take an initial investment, either of time or money, to start earning additional income. The idea is you are front-loading your time and money.

Again, take the example of releasing a book. You can continue to earn royalties from your written work for the rest of your life after it’s been published. But, you still had to take the time to write the book. You still had to hire an editor, and you definitely had to do some promotion to let others know where and why they should purchase your title.

Lucas Miller adds in Entrepreneur that, “generating passive income isn’t as simple or straightforward as some of the world’s richest people can make it seem to be. Figuring out how to generate a steady flow of cash requires a fair amount of work.”

“Even more importantly, it requires that you dedicate your own time and investments in the right areas,” continues Miller.

Seven myths regarding passive income.

    • You can “set and forget” it. “This is perhaps the most dangerous myth associated with passive income,” says Miller. And, I agree. Let’s say that you earn money through affiliate links on your blog. If people aren’t visiting and clicking on those links that you aren’t bringing in an additional income. You still need to add fresh content and promote your site so that you can keep driving traffic to it.
    • It only takes a weekend to get started. It may just take you a weekend to build your website. But, it’s going to take months to get people to notice and interact with your site.
    • You only need one source of income. I’ve already briefly discussed this. But, as a reminder, by diversifying your income sources you have a security net in case your primary source of income dries up. What’s more, when you have more cash flowing in, you can pay off debts faster or set aside more money into an emergency fund.
    • Real estate is your safest bet. While renting properties can be a great way to earn an additional income, it can be costly. Remember, you’re responsible for keeping the rental in good shape and making any repairs. You also have to deal with tenants. If possible, a better option may be to flip a house then managing one.
    • You need a business idea. It may not be as exciting or bring-in as much money, but savings and retirement accounts are low-risk options for earning a passive income.
    • “If you build it, they will come.” Whether you run a blog, published a book, or built an educational program you still need to use marketing channels so that people will discover, and eventually, invest in your content.
    • You need a large sum of money to get started. You’re not launching a full-fledged business here. Saying that you’re not launching a full business means that you don’t need thousands of dollars to get started. In some cases, it may just take-up some of your time. In others, you may only need to invest with a couple of hundred dollars.

How can you make a passive income?

There’s no shortage of ways to create several different streams of income. It ultimately depends if you want to invest more of your money or time.

For example, if you’re strapped for time, you may want to invest your money. Maybe you will take some of your money and invest in the stock market, opening a high-yield saving account, peer-to-peer lending, or becoming a silent partner of a company.

If you have spare time, you can start a blog, write a book, create an eCourse, or sell digital products. If you go this route, the key is to use your existing knowledge and resources to your advantage. For example, a consultant could create their own online course or package existing blog posts together for an eBook.

What if you want to start your own side business? As with your startup, you need to do your research to understand your market, how you’re unique, and the best ways to promote the side gig. Most importantly, be patient.

You aren’t going to start earning an additional income overnight. It may take months, even years, before you can finally start earning a passive income.

7 Ways Appointment Software Supports Sales and Marketing

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7 Ways Appointment Software Supports Sales and Marketing

You know online appointment software can help customer service teams up their efficiency. But believe it or not, it can also make life easier for your sales and marketing teams. 

If you’re already licking your chops at the thought of squeezing in more sales meetings, then keep reading. This article will outline some of the ways appointment software can help you attract leads, close sales, and chisel your brand:

Online Booking Is Enticing

The simple perk of being able to book an appointment online is music to most customers’ ears. No longer will they have to wait on hold to ask about your availability and to hopefully get the slot they want. With appointment software, all they have to do is log onto your website and complete the booking process with a few clicks.

Ask your marketing team to come up with a campaign alerting new and existing companies of your new system. Social media and email marketing costs are minimal. Then, they can add small details to bring appointment software to the forefront of your branding, such as adding a “Book Now” button to your homepage.

Not only are buttons helpful for customers, but they also bring in new business. In other words, everyone wins. 

Customer Relationships Improve

A huge part of the sales process is building a relationship with the customer. The stronger the relationship, the more likely a customer is to commit to a purchase. 

Online appointment software starts the relationship-building process early. It incentivizes loyalty and makes it easy for customers to commit due to its sheer convenience. The software also tracks customer information for sales representatives to use when they reach out to clients.

Data Delivers New Insights

Speaking of tracking information, nothing helps a marketing team more than cold, hard data. Otherwise, marketers are forced to guess at what sorts of tactics and talking points lead to conversions.

There are a variety of data points appointment software can track for you. Some examples include:

  • No-show and late appointment rate
  • Age and gender demographics
  • Booking link clickthrough rate
  • Proportion of bookings per service line
  • Average amount spent per customer

This data can help your marketing team spot gaps in your audiences and services. If only a few women book appointments in a given month, for example, maybe it’s time for a campaign targeted specifically at them. If late appointments are common, maybe you need to institute buffer periods. 

Budgeting Becomes Easier

If you don’t know how many appointments to expect in a given month, it can be difficult to budget. How much you spend on office upgrades should depend on how much traffic your office gets, for example.

The more money you save, the more you can reinvest in your sales and marketing operations. Marketing might want to throw a live event as soon as the pandemic is over. Sales may need a new video conferencing tool, or perhaps a year-end reward to work their tails off.

Bookings Get Made 24/7

Your online appointment software doesn’t take breaks or expect weekends off. This means that your customers can continue to book appointments even when there’s no one around to answer the phone. 

This constant flow of customers also takes work off your sales team’s shoulders. They can focus on chasing down high-quality leads, rather than pursuing those that would have booked anyway.

SEO Gets a Boost

How your website ranks for relevant keywords has a lot to do with how much business it brings in. A higher position not only produces more traffic but also improves your brand’s credibility. 

Google puts a premium on the user experience. Making it easy for customers to book online improves your site’s UX, which should also help it appear higher in search engine results pages.

Knowing the Workload Dictates the Day

When customers book through online appointment software, your sales and marketing team members get a better sense of their workload for the day. Even if they aren’t directly serving customers, they probably get roped in regularly.

For example, on days projected to have few appointments, your sales team can make cold calls in an attempt to fill more slots. Your marketing team can also jump on board, perhaps by developing new ads or discount offers.

Online appointment software can make a night-and-day difference for every role on every team. Nowhere is that more true than sales and marketing. 

7 Ways To “Put Out Fires” Like Firefighters

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It’s happened to the best of us. We have our day all planned out. But, just as you’re getting ready to dive-in, a fire breaks out.

Sometimes these are small but inconvenient fires that can be easily extinguished. However, there are also massive fires that can burn hours in your day, week, or even month. If not addressed, they’re going to absolutely decimate your productivity.

But, how can you stop putting out fires every day? Well, take some cues from those who put their lives in danger of battling fires. Here are 7 ways firefighters put out fires.

1. Don’t squander the early morning hours.

When it comes to wildfires, Bill Gabbert, who worked wildland fire for 33 years, suggests that firefighters battle them in the morning. “Experienced firefighters know that large fires are typically most active in the mid-afternoon,” he writes. The reason?

“Solar heating has reached its peak. The ground, vegetation, and air are as hot as they will be all day.” And, it’s common “for firefighters to have to pull back and abandon what they were doing in the afternoon and retreat to a safety zone because the fire threatens to overrun their position.”

“Firelines painstakingly constructed can be lost,” he adds. It’s also “the hottest part of the day, sapping the energy of personnel and reducing their production while putting them at risk of heat-related injuries.”

“All of those factors can result in firefighters being least productive in the mid-afternoon,” Gabbert writes. However, there are times when “firefighters do not arrive at their work assignment on the fireline until mid to late morning. They may have squandered the time of day when the working conditions and the fire behavior were best suited for productive, safe work.”

While not as dangerous as firefighting, a lot of us also squander our mornings. We constantly hit snooze until we have to get out of bed. As a result, we rush to get to work.

A better idea would be to get up earlier and start the day on the right foot. That doesn’t mean you have to wake up at 4 am. It just means giving yourself some extra time to review your goals, priorities, and schedule so that you know what to focus on and address any possible conflicts.

2. Preparation is key.

Another advantage of giving yourself more time in the morning is that you can get to work earlier. In fact, it’s recommended that firefighters should be at their shift at least 30-minutes early.

“Preparation for that big fire begins when you walk through the door,” explains Eric Guida for FireRescue1. “Arriving early allows you to familiarize yourself with the apparatus you are assigned to before that 8:05 a.m. fire call.”

“It will also endear you to the off-going crew by grabbing that end-of-shift call,” he adds. “Start off on the right foot – arrive early. If you are on time, you’re late. If you’re early, you’re on time.”

Moreover, this lets firefighters check their equipment, such as PPE and SCBA, and every nozzle. “Check the rest of the equipment on the engine or truck to make sure it is where you left it the day before,” says Guida.

“If you are there for the first time, check to see where everything is,” he advises. “Knowledge of what is in those cabinets means you have one less thing to worry about when the big one hits.”

For you, you could prepare by planning your ideal week in advance or reviewing your to-do-list every evening. If you have a Zoom call, test everything out so that it starts on time is flawless. And, always put things back where they belong so that you know where they are when needed.

3. Implement a triage system.

“In addition to typical firefighter challenges, firefighters face unique problems, including the evacuation of civilians and animals; hazardous conditions, such as propane tanks, power lines, and hazardous materials; and protecting high-value assets at risk, including homes and businesses,” explains Chief Mike Bryant. “Because of these situations, firefighters must rapidly assess a structure to determine whether or not it can be safely and successfully defended.” For firefighters, this “evaluation process is called structure triage.”

“Structure Triage is the process of inspecting and classifying structures according to their dependability or non-defendability, based on fire behavior, location, construction, and adjacent fuels,” clarifies Chief Bryant.

Chief Bryant goes on to describe a tool developed by CAL FIRE WUI Working Group called S-FACT. It stands for survival, fire environment, access, construction/clearance, time constraints, and stay or go. In short, structure triage helps them identify where their priorities should be.

You probably can’t use the precise model; you also need to know which fire to put out first. Personally, I use a priority box like the famous Eisenhower Matrix where you place all of your to-do-lists items into one of the following quadrants:

  • Urgent and important. Tasks that you will do immediately.
  • Important, but not urgent. Tasks that you’ll schedule for later.
  • Urgent, but not important. Anything that can be delegated to someone else.
  • Neither urgent nor important. These should be eliminated from your list and schedule.

What happens when there’s a last-minute emergency? Utilize the 2-minute rule. It resembles more of a triage system in that it takes under 2-minutes to complete; you should just do it. If it’s something that could be done by someone else, delegate it to them.

For important, time-consuming actions, schedule it for later. And, if it’s unimportant, drop it.

4. Pass the nozzle.

A “senior man” is a firefighter who leads by example — regardless of their rank or pay. “The Senior Man is someone who not only trains but passes on experience learned in the past and applied to how things are done today using a new technology to their advantage,” writes Chief Patrick Kelly & Battalion Chief Tom Gaeta. “He/she holds that ‘slide tray’ of information in his/her head and is willing to share whenever the situation allows.”

“The Senior Man may pass the nozzle to the probie or talk you through a chimney fire because you’ve never done it,” they add. In other words, they’re a mentor who can prepare officers to become excellent firefighters.

Even if you aren’t in a leadership position, you also need to have some sort of succession plan. That means properly training others and giving them the resources to succeed. And also clearly communicating your expectations.

Most importantly, take the time to show them the ropes, like letting them shadow you and pick your brain during lunch. Since you took them under your wing, you’re confident that they can put any fire out without you. As an added perk, having your trust will strengthen your relationship with them.

5. Surround yourself with good company.

Of course, no matter how much you mentor others, they still need to possess similar traits as those of firefighters. According to firefighters around the country, these include:

  • Integrity
  • Physical fitness
  • Communication
  • Flexibility and adaptability
  • Dedication
  • Team player
  • Mechanical aptitude
  • Public image-conscious
  • Tolerance
  • Self-sacrifice

I don’t know about you. But, these are the type of people I would want in my support system. Having competent and talented people that I trust means that fires will never sabotage my most important work.

Why? Because I trust them and have all the faith in the world that they have my back. Of course, this goes all the way back to hiring the right team members from the get-go — whether if they’re full-time or freelancers.

In a previous Calendar article, Choncé Maddox suggests that this can be accomplished by:

  • Hiring on both potential and experience.
  • Hiring from diverse backgrounds.
  • Considering references and previous work samples.
  • Scheduling trial work.
  • Not rushing the hiring process and taking your time.
  • Offering fair pay.

6. Create a firewall.

I’m not talking about securing your devices — which you still should totally do. Rather, this firewall is the “fire-resistant barrier used to prevent the spread of fire for a prescribed period of time.”

Let’s say that throughout the day, you’re constantly interrupted by people stopping by your workspace — or blowing up your phone. If this becomes unbearable, then you need to install buffers. It could be as simple as placing a “Do Not Disturb” sign or your closed door to hiring a virtual assistant to handle calls and emails.

Another benefit of a virtual assistant is that they’re essentially your calendar’s gatekeeper. That means they will plan your schedule and share your availability with others. And, if something unexpected does pop-up, they can determine the level of urgency for you.

7. Preempt fires in the first place.

Don’t just sit back and wait for a fire to become unmanageable. Take steps to avoid them in the first place. Examples include electrical grounding during construction, not burning fires when it’s dry and windy, and investing in a fireproof safe to protect important documents.

As for you, you could back-up vital documents on the cloud. You could also learn from past mistakes, asking for feedback, and considering hypotheticals. Data analysis could also be used in identifying and anticipating problems in processes or workflows.

However, despite your best efforts, the unexpected is always lurking around the corner. As such, I’ve found that the best way to tackle this is by leaving some blank spots in your calendar.

How you do this is up to you. For some, they may tack-on additional time to a task. For instance, if something takes them an hour, they’ll block out an hour and a half. The idea is that they have 30-minutes to spare just in case. But, that may backfire thanks to Parkinson’s Law.

Personally, I leave blank spots in my calendar. For example, I might not schedule anything from 1 pm to 2 pm. That block can be used to attend to fires or shuffle my schedule around to be more flexible.

How to Use Appointment Software in Your Personal Life

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How to Use Appointment Software in Your Personal Life

Businesses use appointment software for all sorts of reasons. Making it easier for customers to book appointments is one. Another is helping the team manage its workload. 

Believe it or not, however, the benefits of appointment software extend beyond businesses. Some people use it in their personal lives as well. 

Why? Let’s take a look:

Staying Connected

Even though social distancing has taken over your social life, you can use online appointment software to stay in touch with friends. The software makes it simple to coordinate schedules, whether you’re meeting in person or virtually.

You can use online appointment software to show your availability to friends. Then, they can select a time that works best for a phone call, video chat, or meetup. This will help you stay connected even when conflicting schedules keep you apart.

Want to keep your friends on the hook? Each member of your group can rotate through being in charge of scheduling the next activity. With online appointment software, you can send a payment to them if they foot the bill. 

Networking

Connecting with business professionals is a great way to get ahead in your field. Networking events can be difficult to put together, given how busy industry veterans can be. Online appointment software makes it easier to coordinate with them.

Opening up appointments to mentors and people you’re trying to network with makes it easier to fit them into your schedule. It also eliminates the back-and-forth communication involved in pinpointing a time, helping you meet more people in less time. 

Hobbies and Side Gigs

Do you use online platforms to peddle some of your old trinkets? Hosting an online yard sale can be tricky. When you’re trying to find the right buyer, you may need to set up a time to chat.

Instead of playing phone tag with half a dozen people, let your online appointment software get the job done. Post your item of choice on the internet with an appointment link that allows a buyer to schedule a time to pick it up. Once a time is selected, you can close the software off to stop anyone else from booking after the sale is made. 

Your other ventures also benefit from online appointment software. Side gigs don’t get much love and care under normal circumstances, but online appointment software can help you book meetings with buyers and better organize your efforts. 

Event Hosting

While COVID-19 is putting most events on hold for the time being, the day will return when you’re able to put together fun family events once more. Be ready for it with appointment software.

Online appointment software can help you gather RSVPs to get a head count for seating, refreshments, and venue size. The software can also enable you to share the event easily, reaching everyone you wish to invite in a matter of seconds. 

Recreational Activities

Got a tennis buddy waiting for a rematch? Don’t keep them waiting! Use online appointment software to squeeze in some time on the court.

Online appointment software can help you organize all sorts of recreational activities. From planning a workout with your gym buddy to a family holiday event, appointment software makes schedule coordination simple. 

Tutoring and Coaching

Want to make 2021 your year? You can start by looking for ways to improve yourself. Schedule tutoring and coaching sessions that help you achieve personal development and fulfillment. 

Coordinate with your tutors and coaches using online appointment software. Tell them what you hope to achieve. Ask them to help you lay out the steps to get there. Book frequent appointments with them to measure your progress and to hold yourself accountable.

Meeting Deadlines

Deadlines can be easy to miss. To make sure you don’t let any slip through the cracks, block them off in your appointment software. 

Balancing class assignments, work initiatives, and personal projects can be difficult. Use your online appointment software to block off time prior to each. The rest is just a matter of buckling down.

Juggling Schedules

Even the most level-headed of people forget things. You don’t want to miss your daughter’s piano recital because you were too focused on scheduling out your work deadlines. Online appointment software will help you strike the perfect balance in your daily schedule.

Online appointment software is as flexible and useful as you make it. Download one, and you’ll see why it’s such a staple of the business world. 

Can You Actually Get More Done in Less Time? Yes. You Can.

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We have a tendency to believe that we must be productive every waking moment of the day. I’m sure you’ve found yourself immediately responding to emails as soon as you turn your alarm off in the morning. After that, you’re getting ready for the day, put in ten hours at work, cook dinner, and then go back to responding to messages before crashing.

Sure. There will be some days like that, such as when launching a new product or service. Daily, though, this just isn’t attainable. So, what can you do about this quagmire?

The easy answer? Work smarter by getting more done in less time. That might sound impossible, but it is by getting the maximum return on investment of your time by doing the following.

Schedule your most important work according to your internal clock.

“Numerous studies have demonstrated that our best performance on challenging, attention-demanding tasks – like studying in the midst of distraction – occurs at our peak time of day,” writes Cindi May for The Scientific American. “When we operate at our optimal time of day, we filter out the distractions in our world and get down to business.”

Another way of putting that? We all have our own unique natural rhythms. Known as circadian rhythms, these explain why some of us are morning birds while others are night owls.

Rather than fighting about yourself, tune into your body’s rhythms. For instance, after tracking your time, you realize that you’re most productive from 10 a.m. to noon. Now that you’re aware of this, you would schedule your most important tasks for the day during that block when you’re most alert and focused.

Use Parkinson’s Law to your advantage.

Another advantage of tracking your time? You’ll have a better pulse on how long you need to complete certain tasks.

For instance, in the past, you set aside four hours to improve daily operations’ efficiency and effectiveness. After tracking your time, though, you realize that this can be done in three. Obviously, that means you’re wasting an hour of your day.

What’s more, his will help you combat Parkinson’s Law, which states that “work will fill the time available for its completion.” So, if you plan to work four hours, then you’re going to fill every minute of that timeframe. The problem is that because you only need three hours, those extra 60-minutes will be used for trivial tasks or as an excuse to procrastinate.

To hack Parkinson’s Law, you could employ tactics like:

  • Cutting your deadlines in half.
  • Gamifying tasks by racing against the clock.
  • Using blackmail, such as not getting a latte if you go over time.
  • Creating consequences, like only working until your laptop battery dies.
  • Aligning work with external obligations. If you have a virtual meeting at 1 p.m., your most important work must be done by then.

Follow the 80/20 rule.

Also known as the Pareto Principle, this is a powerful way to encourage you to focus on the vital few. You don’t have to get too hump-up on the exact percentage here. The jest is that instead of wasting time on the trivial many, you spend it on the most important and valuable items.

How can you apply this? I would begin by simplifying your to-do-lists using strategies like:

  • Mapping out your 1-3-5 items. Here you merely identify your main priority, 3 medium priorities, and 5 smaller to-dos, so you know what to schedule first.
  • Employing a priority matrix. My personal favorite technique since it lets you determine what’s Important and Urgent, Not Urgent and Important, Not Urgent and Not Important, and Neither Urgent nor Important.
  • Identifying your MIT. Your MIT is simply your most important task that comes before anything else. No exceptions.
  • Creating a “done” list. Seeing what you’ve already accomplished lets your track your progress and spot recurring priorities.

After pinpointing your priorities, add them to your calendar. It’s just a simple way to guard your time and reject the unnecessary. Additionally, you should also be able to figure out what can be rescheduled, delegated, or deleted from your lists.

Manage your energy, not your time.

“Whenever someone says they need to get more done during the day, the answer is always to improve time management,” writes Choncé Maddox in a previous Calendar article. That’s not to say that you should through time management out the window. It’s just that time is a limited resource.

“The amount of time you have will never change,” explains Choncé. “What you do with your time can change, but it is heavily dependent on your motivation and energy levels.”

Because of this, “it’s much more important to manage your energy over managing time,” she suggests. “All the buzz about time management hacks can be helpful to a certain point, but ultimately, you need to start by managing your energy first if you want to be more efficient and have a better-balanced schedule. Here’s how to get started.”

While this may seem overwhelming, if you’ve begun working on any of the recommendations listed, you’re already on your way. Examples would include scheduling your priorities and working when energy levels are highest. You could prioritize physical activity and taking frequent breaks to rejuvenate.

Almost is good enough.

Does this mean you should just go through the motions? Of course not. You should always put your best foot forward.

However, that’s different than being a perfectionist. Remember, perfectionism is just a figment of your imagination. And, if you keep trying to obtain it, you’re only setting yourself up for failure.

A better approach is to think done instead of perfect. Just make sure to do the best you can. And, then you can move on to your next priority without falling behind.

Re-use previous materials.

“Your ability to reduce time by reusing and recycling work will vary depending on your particular responsibilities,” writes time management coach Elizabeth Grace Saunders over at HBR. “But where you can, copy, paste, and edit. That could happen with emails, presentations, pieces of training, proposals, and almost any other type of activity where you’re communicating something very similar. ”

“This strategy has proven most helpful for my coaching clients who give presentations or who teach,” adds Saunders. “When you’re pressed for time, fight the urge to entirely update or overhaul materials, and use something you already have to save hours and deliver the best content. Top speakers tend to give the same speech again and again because practice makes perfect.”

You could also review your calendar from last year to identify any recurring entries. For example, you notice that you have a weekly brainstorming session on Tuesdays at 3 pm. You could get a head start on next year’s schedule by making this a repeating event.

Another idea would be to recycle your content. For instance, you could turn high-performing blog posts into a slide deck or chapter of a book.

Be aware of emotional exhaustion.

“Emotional exhaustion refers to a specific state that includes not only physical symptoms of exhaustion, such as fatigue, headaches, sleep difficulties, and appetite changes but a distinct psychological experience of frustration, low motivation, helplessness, hopelessness,” explains clinical psychologist Deborah Offner, Ph.D.

“Emotional exhaustion is wider-ranging and longer-lasting than ‘a bad week,’” adds Dr. Offner. “It includes a constellation of physical and psychological symptoms that are caused by significant and prolonged stress in our professional or personal lives.” It’s also “a component of, or maybe a precursor to, burnout.”

In short, when you’re emotionally exhausted, you’re exhausted. Why? Because you have exceeded your capacity for emotional stress.

Eventually, if not addressed, this can lead to:

  • Feeling hopeless, depressed, and irritable.
  • Disconnecting and withdrawing from what’s around you.
  • A lack of motivation.
  • Trouble concentrating.
  • Physical fatigue.
  • Strained relationships.

If you notice any of the signs above, then you’re obviously not going to be as productive. More importantly, you’re putting your health and wellbeing in peril. To counter this, eat well, use coping skills like mindfulness, asking for help, and even taking a leave of absence to recharge.

Sharpen your saw.

Another way to avoid emotional exhaustion? Keep your saw sharp.

The idea comes from the story of a woodsman who was determined to cut down a tree. Despite all his elbow grease and grit, his blade was dull. But, the woodsman was too busy trying to stop to fix this problem.

Stephen Covey took this idea and listed it as Habit 7 in The 7 Habits of Highly Effective People. For Covey, this “means preserving and enhancing the greatest asset you have–you. It means having a balanced program for self-renewal in the four areas of your life: physical, social/emotional, mental, and spiritual.”

The idea is that you rest before you’re tired. As opposed to working non-stop, you should make it a point to take care of your health. You know, get enough sleep, eat healthy, and exercise. Using something like the Pomodoro Technique can encourage you to take breaks throughout the day.

Additionally, you can also use downtime to learn and grow. When you do, you can strengthen and develop new skills that can help you work faster. But, another facet of this is delegating or outsourcing things that you aren’t proficient at.

Reverse engineer your calendar.

“Fix your ideal schedule, then work backward to make everything fit–ruthlessly culling obligations, turning people down, becoming hard to reach, and shedding marginally useful tasks along the way,” suggests author and Georgetown University professor Cal Newport. “My experience in trying to make that fixed schedule a reality forces any number of really smart and useful in-the-moment productivity decisions.”

The idea here is that this gives you control over your schedule. So, if you have a block of time reserved for uninterrupted work, then guard that at all costs. Anything of less importance can get scheduled later.

Why Online Appointment Software Should Be on Your Christmas List

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Why Online Appointment Software Should Be on Your Christmas List

Most businesses probably have extensive Christmas lists after this tumultuous year: requests for more customers, better equipment, or even building renovations are likely stuffing Santa’s mailbox right now. Something that needs to be on every company’s list, though, is online appointment software. 

The benefits of online appointment software are plain to see and can make an instant impact on your business in 2021. Ready to learn more? Read through this article and then forward it on to Santa when you’re through:

Increases Appointment Volume

Want to get more appointment bookings? Look no further. Online appointment software makes it exponentially easier for customers to find and book appointment slots with your business. The increased convenience will draw in new customers and improve retention.

You can also insert your appointment software on your website and social media pages. This eliminates hurdles for clients looking to get in contact with your business, making it easy for customers to book an appointment with just the click of a button.

Something important to consider with any business implementation is return on investment, or ROI. With everything you do, you should strive for a positive ROI, meaning you make more money than you spent. Because online appointment software is relatively inexpensive and increases lead volume, the ROI is almost universally high. 

Balances Daily Schedules

An important aspect of setting appointments for your business is managing its daily schedule. Ensuring there are no overlaps and that enough staff will be available to handle the volume ensures every day is a smooth one for both business and customer. 

Online appointment software uses artificial intelligence to keep schedules balanced without supervision. It will monitor bookings to ensure there’s no overlap or that appointments aren’t attempted to be booked when there’s no availability.

Prevents Appointment Mishaps

One late customer can throw off the entire flow of your business. With busy schedules, sometimes an honest mistake will cause a customer to run late or miss an appointment entirely. Online appointment software will automatically send out reminders to customers to prevent this from happening as often.

On the other end, businesses can sometimes misplace customer appointment times or fail to confirm them, leaving them off the schedule entirely. Online appointment software will automatically update your bookings, so you won’t have to worry about mistakes being made at the expense of your customers. 

Provides Valuable Insight

Data metrics, when implemented correctly, can give your business a huge leg up. If you use online appointment technology to record all of your appointments, you’ll automatically be collecting relevant data that you can use.

For example, your software can tell you which one of your appointment packages is the most popular and which services might need some adjusting in order to sell better. You can also track customer data so you can see who your most loyal individuals are, as well as pinpoint key demographics for your marketing campaigns. 

Keep an eye on no-show rates, average duration of appointment, and any other metric you might find useful. This information can be of great use to the evolution of your company with proper access and implementation.

Increases Time Efficiency

Time is a valuable resource for both business and consumer. Online appointment software helps both sides to save time. For customers, appointment booking couldn’t be easier, taking no more than a few minutes to go through the process each time. 

For businesses, online software opens up time for employees who don’t have to man the phones and respond to emails throughout the day. They can spend more time focusing on customers, improving their appointment experience to encourage them to return again and again.

For both sides, payments can be made quickly and directly. Customers can see the change in their balance right away for budgeting and balancing. Businesses don’t have to worry about late payments or customers not covering their tab.

Improves Accessibility

Few customers want to call in and spend the time trying to relay the appointment information they hope to get into the system. In today’s world, people are simply more comfortable filling out a quick form online, and prefer to do it that way.

Online appointment software is available 24/7, meaning that your customers can book appointments at their convenience, regardless of their personal schedules. They can also make changes to their appointments without having to go through a hotline or a representative. 

Adds Online Value

If you’re trying to market your business online, as you very well should, then online appointment software is just the thing for you. Search results are becoming increasingly effective, with “near me” business searches growing at a rapid pace.

Online appointment software will improve your standing in online searches, making you visible to more customers searching for the services you provide. Once your name flashes by, the ability to book an appointment right away will lure in a lot of new clients. 

Helps Your Team

The benefits of online appointment software are not exclusive to helping your customers. The program will also be of great use for your team. You can use this tool to organize work schedules and time sheets so your employees know exactly when their shifts are in advance.

Online software also enables employees to more easily have shifts covered and swapped for greater flexibility of schedule. Changes can be approved right away, and the layout prevents too many employees from trying to ask off on the same day, leaving the company high and dry.

You better start writing to Mr. Claus so that your online appointment software will get here in time for the holidays. Transform your 2021 with programs like these, and your business will be thriving in no time. 

10 Reasons You Should Have a Calendar Cancellation Policy

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Your Appointment System Works for You. Does It Work for Your Clients?

Let me first start by saying, you should have a calendar cancellation policy.

Whether you use your calendar to book appointments with customers or schedule meetings with your team, last minute cancellations aren’t just frustrating. They’re also costly, time-consuming, and can throw your entire schedule out-of-whack. But, that’s just scratching the surface.

Here are the 10 reasons why should have a calendar cancellation policy and how to get started.

1. Protects your valuable time (and income).

Protecting your time is the main reason why you have any cancellation policy. Whenever someone cancels a meeting or appointment at the last minute that’s wasting your time. The actual block of time set aside for the event is essential, but you will also need time to prep and make sure your technology is ready for a virtual meeting. How infuriating is it to find out the meeting was canceled while you’re preparing to meet with them — and you weren’t informed?

Additionally, cancellations eat into your income. You would have spent this time working on work factors, like marketing and networking. That commute, if it was not a virtual meeting, has now eaten into your profit. If you’re in the service industry, you now have an open time slot where you’re not bringing in any money.

While emergencies happen, and they’re often unpredictable, they are rare. Cancellation policies encourage others to follow through with their commitments to you. For example, you could charge a fee for anyone who cancels within 24 hours. While this doesn’t address emergencies, this policy will help drastically reduce no-shows. Even if someone does have to cancel — at least you can recoup some time and it’s not a complete loss.

2. Reduces late arrivals.

Canceling a meeting or appointment is costly. However, so too are late arrivals since they’ve just pushed everything else on your calendar back. For instance, if a customer arrives 30 minutes late, that means all of your other customers are forced to wait. Tardiness will impact you, other clients and all of their schedules.

You could have an option where if the other party is late — let’s say by 10 minutes — then their time slot will be forfeited to someone else. If an employee is running late to a meeting, then they could be charged cash, budgets, or bonuses. Or, you could remove them from the meeting invite and proceed as planned. While you may be able to share the minutes with them, they could be missing out on crucial information and discussions — it also doesn’t give them the appearance of being a team player.

3. Gives you a chance to plug holes in your schedule.

The sooner someone cancels an appointment or meeting, the more opportunities you have to fill that time slot. For instance, you could generate a waiting list so that if a customer cancels the day before an appointment, you have someone that can be booked into that slot. Doing so is another way to protect your time and money.

What if you can’t fill the time slot? You could then rearrange your schedule so that you can finally get around to tasks that you’ve been putting off. Maybe you could use this time to clean out your inbox, organize your workplace, or do a little networking on social media. Even though you no longer have an appointment or meeting, at least your calendar can be filled with productive activities.

4. Holds everyone accountable.

When everyone knows that there are repercussions for missing a session or meeting, then they’re less likely to cancel at the last minute. These consequences could make accountability through cancellation fees. Another option would be a loss of privileges. For example, if a team member has rescheduled a meeting on several different occasions, they could be taken off the calendar invite.

In short, having a calendar cancellation policy keeps you, your employees, and customers on-track.

5. Establishes mutual respect.

In a perfect world, everyone who requests your time would honor that obligation. Unfortunately, we don’t live in such a world. While not always the norm some people believe that their time is more valuable than yours. As a result, they have no qualms in backing out on a meeting or appointment as they see fit.

Establishing a cancellation policy clearly sets expectations and lets them know that your time is just as precious as theirs. It informs them that you’re a professional whose expertise, knowledge and time should be respected. What’s more, it also lets them know that you will follow through with the commitment and are respectful of their time. As a consequence, this creates mutual respect and builds trust.

6. Allows you to vet others.

Whenever you add events to your calendar, you’re creating a document that you can refer to for future scheduling. For instance, you can generate recurring team meetings or appointments with customers. Even better, smart calendars that harness machine learning can automatically add these repeating events to your schedule.

However, there’s an added benefit. It maintains a record of canceling and rescheduling appointments. If you are aware that you have a client, customer, or employee who has a track record of rescinding appointments, then you can choose to no longer conduct business with them.

7. Lets you incentive regular attendance.

On the flip side, you can reward those who always honor their appointments with you. For example, if you have a customer who has never canceled a meeting then you could thank them with a discount on future services.

Not only will this show your gratitude, and reward them for their excellent behavior, but it will also encourage them to continue supporting your business. You may even notice that they schedule even more appointments than anticipated.

8. Adds flexibility.

We’ve all had one of these days when everything that could go wrong does. Instead of punishing people for something that was entirely out of their hands, you could be more empathetic.

Let’s say that a client got a flat tire while on their way to meet with you. You could have it in your policy that if there if is availability on the same they can book that time slot with you without any consequence. They’ll not only appropriate this courtesy, which builds rapport, but it also ensures that you’re still maintaining cash flow for that day.

9. Controls how others can share calendar information.

Using a shared calendar keeps everyone on the same page, avoids surprises, boosts productivity and manages workload, deadlines, tasks, and milestones. But, what if that shared calendar is no longer relevant?

For instance, your team just completed a project, or a team member is no longer with your organization? You can then remove their access to the shared calendar. It’s a simple way to avoid sharing the wrong information with the wrong people and controlling who has access to the information included in the calendar. Additionally, it eliminates any confusion regarding the shared calendar.

10. Ensures that you keep control of your schedule.

Finally, whenever someone commits to following your specific scheduling rules, you’re able to take full control of your schedule. That may not sound all that important. But, when you permit others to take charge of your time, it prevents you from addressing your priorities.

Setting your calendar cancellation policy.

If you’ve never created such a procedure, here’s what you should keep in mind when establishing your calendar cancellation policy:

Understand why and when most people cancel.

  • If someone cancels because of an emergency at the last minute, a fee will only make them more upset. At the same time, if people are missing a lot of appointments then consider if it’s on your end. A simple resolution could be sending them SMS or email reminders. I would track when people cancel so that you can identify patterns. Maybe a 24-hour reminder isn’t enough of a notice. In this situation, you start issuing reminder 2 or 3 days in advance.

Determine protocols.

  • Figure out if you will charge a cancellation fee and how much. Also, determine how much notice is required for a cancellation and rescheduling time slots.

Clearly state your policy.

  • It should be short, easy to understand, and include relevant information like a timeframe for cancellation and preferred communication methods.

Make sure the policy is visible.

  • Post your cancellation policy in your office and website. Include it in all documents. And, attach the policy to the reminders that you send.

Communicate the policy with your team.

  • You want to make sure that there is consistency. When your team isn’t on the same page, this can create confusion within your organization and customers.

Is your calendar public or private?

  • Regardless if you’re using an online calendar or appointment scheduling software or not — you can determine if you want your calendar to be shared publicly or privately. What’s more, you can control how much information you want to share. For example, there’s probably no need for everyone to know what your schedule is like outside of work. In this case, you would only want to share your work calendar.

How to Share the Holiday Spirit With Your Customers

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How to Share the Holiday Spirit With Your Customers

It’s the season of giving, and no one has given more to your business than your faithful customers. Why not start a new holiday tradition of giving them thanks?

Determine who your long-term customers are so they can have first dibs on the perks and benefits you plan to give out. Then, use your remaining resources to bring as many other customers into the fold as you can.

Here are some holiday sharing ideas you can implement to give back to your customers this Christmas:

Offer Holiday Discounts

Deck the halls with savings to show gratitude and to bring in new business. Nothing gets customers more excited than holiday savings, especially when they were already planning on visiting your office.

If you don’t want to hand out discounts to anyone who walks through the door, you can add a simple requirement for customers to cash in. Consider asking customers to show they follow your social media pages or to refer their friends in order to qualify for a discount. 

Send Gift Baskets

When new customers sign up for their first appointment, you likely record their personal information, including their residential address. You can use this information to your benefit by putting together a surprise gift basket to send to their doorstep.

This will be especially effective for your customers who still have concerns over COVID-19. Despite the safety precautions you’re taking, they will feel more comfortable in their homes. Sending them a small gift basket shows that you miss them and look forward to their return once the pandemic blows over.

Cash in on Loyalty

Your online appointment software should track your most frequent customers and the number of visits they’ve made throughout the year. Using this data, you can set benchmarks for loyalty rewards.

For example, you might decide to give customers who’ve made monthly appointments, or visited 12 times in the year, a $10 gift card. Perhaps you send customers who’ve 25 appointments a $25 gift card. Doing so shows new customers that you reward loyalty while giving thanks to your regulars.

Donate 

The holidays are the perfect time for companies to give back through charitable donations. While businesses don’t have pockets as deep as they would like due to the tumult of 2020, remember that other communities were hit just as hard.

Add a twist to your donations this year: When a customer does business with you, invite them to select a charity or cause to which you’ll donate. This makes their visit, as well as the associated donation, more personal to them.

Throw a Holiday Party

As long as you’re following social distancing guidelines, a holiday party is a fun way to give back to your faithful customers. Games, food, and prizes for customers and employees make for a fun year-end event.

Send out a holiday email to all of your customers inviting them to the event. Do this with enough time in advance for them to be able to commit, and to get a headcount to ensure yours is a COVID-safe gathering

Still uncertain about public gatherings? You can also hold an outdoor event, like a Christmas fun run. Donate entry fees to local charities, or to fund a food drive. 

Do a Customer Spotlight

Use your social media to showcase your favorite and most loyal customers. Not only does this demonstrate your appreciation for them, but it makes them feel proud to do business with you.

Want to go above and beyond? With each customer spotlight, you can offer another reward, like a free checkup. This will incentivize the customer to take part in the spotlight and come back for another appointment.

Social media is a natural ally of word-of-mouth marketing. Post about your holiday events, and encourage customers to spread the word.

Form a Partnership

Is there another brand like yours that your customers just can’t live without? Form a partnership to add value for your and your potential partner’s customers.

For example, let’s say you operate a massage therapy practice. Your regular customers love to go to you to relax, especially after getting in a hard workout at the gym. If so, partner with local fitness facilities. Perhaps membership holders can get a discounted price on appointments with you and vice versa. 

Orchestrate a Contest

If your resources are spread thin thanks to COVID-19, concentrate your efforts to give back in a single activity. A holiday contest can boost customer engagement while showing your intentions to give back, all while limiting the dollar cost of your campaign.

Entries can be taken either online or through physical appointments. Contest prizes can be purchased, but you should also see if a sponsor of yours would provide an in-kind donation or two. Regardless, make sure it’s something that your customers will actually want. 

Giving back is what the holidays are all about. Do your part. Support your customers this season, and you both will feel the joy of Christmas.

7 Leadership Strategies that Build Trust with Your Remote Team

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7 Leadership Strategies that Build Trust with Your Remote Team

The infrastructure of any solid relationship is trust. While certainly true in every sphere of your life, it’s essential in the workplace. After all, it’s been found that employees working in high-trust environments have reported:

  • 76% more engagement
  • 74% less stress
  • 70% more alignment with their companies’ purpose compared to employees in low-trust environments
  • 50% higher productivity

Moreover, numerous studies have found that trust is critical to team success. And, this is most true as remote managers are struggling with trust issues during COVID-10. Thankfully, you can use the following 7 strategies to turn this around.

1. Mitigate your team’s stress.

According to author and leading trust expert Paul Zak, stress is one of the most forceful oxytocin inhibitors. Why’s that important? Well, oxytocin is the hormone that’s responsible for social and romantic bonding.

As such, this chemical is kind of important when building trust with your team. Specifically, it helps teams work and grow together. And that can completely transform the workplace for the better.

“In my research, I’ve found that building a culture of trust is what makes a meaningful difference,” wrote Zak. “Employees in high-trust organizations are more productive, have more energy at work, collaborate better with their colleagues, and stay with their employers longer than people working at low-trust companies.”

“They also suffer less chronic stress and are happier with their lives, and these factors fuel stronger performance,” he added. So, yeah. This just makes sense.

But how exactly can you reduce workplace stress?

For starters, stop micromanaging your team. Instead, grant autonomy by letting them work however and whenever they want. Since they’re currency WFH, this is key since it can make work-life integration easier — like juggling work and homeschooling their kids.

Additionally, make it a point to communicate with them regularly. Regardless if it’s a quick phone call, weekly Zoom check-in, or through Slack, this gives you a chance to acknowledge them or address any concerns.

What’s more, you should make yourself available so that you can provide guidance. For example, if they’re struggling with time managementwhich is a stressor that 46% of employees, then offer advice on how they can fix this problem.

You should also encourage them to take time off and be respectful of their boundaries. That means not bombarding them with messages when they’re off-the-clock. And give them access to mindfulness apps like Calm.

2. Serve up the feedback sandwich.

Giving credit where it’s due is a proven way to build trust in the workplace. In fact, a Globoforce study found that those who received recognition from their leaders recently were significantly more likely to trust them (82% vs. 48%).

Here’s the thing, though. Eventually, singing your team members praises loses meaning. Studies actually show that “negative” feedback (if delivered appropriately) is more helpful than positive reinforcement.

The reason? People want to learn and grow. And, they want to be challenged, not cuddled.

A simple way to achieve both types of feedback is using the sandwich method. Here you would deliver feedback as follows; positive, constructive, positive.

Why does this work? Because you’re kicking and ending things on a positive note. At the same time, you’re also delivering honest and constructive feedback.

3. Get to (virtually) know your team members.

The cornerstone of fortifying any relationship is getting to know the other person. And, by that, I mean getting to know them outside of the workplace. Even if that’s regularly meeting with them in person, it’s having frequent and informal chats with them via text, email, or scheduled “coffee” meetings through Zoom.

While you don’t want to cross any lines here, ask them how they’re doing. Inquire about their hobbies, passions, or how their family has been. It sounds simple. But, spending a couple of minutes each week getting to know each team member helps you bond over similar interests while showing that you genuinely care about them as a person.

4. Make sure that your goals, objectives, and intentions are crystal clear.

Not to be too crass here. But, this is leadership 101. Always make sure that you always do this from jump street.

For instance, let’s say that when a team member has completed their portion of a project, they must notify the project manager. That may not sound like a biggie, but what is the preferred channel here? If it’s through Slack, but they sent an email, that could cause bottlenecks and lots of ibuprofen for the headaches this caused.

In short, make sure that you share your goals, objectives, and intentions with your team. More importantly, double-check that they understand them so that you’re all on the same page.

5. Be competent but also vulnerable.

“Trust in leadership is also based on a leader’s demonstration of on-the-job expertise and ability,” writes executive coach Dina Denham Smith. “In virtual teams where people can feel disconnected, strong communication is an especially critical leadership skill, one on which your competence will be judged and trust built or diminished.”

While you certainly do not want to cause information overload, “there’s no such thing as over-communicating,” adds Denham Smith. After all, “if you don’t communicate frequently and clearly, your people will fill in the blanks with their own, usually worst-case, assumptions.” Additionally, you need to be open about your expectations and transparent “on company direction, policies, and procedures, including the decision-making process.”

At the same time, admit that you don’t have all the answers. You should even own-up to your mistakes. And, if you need help, ask for it.

“While it may seem counterintuitive, leaders who ask for help draw others to them through this display of humanness, inspire others by making them feel needed and garner trust and followers,” adds Denham Hill.

6. Freshen up your virtual events and meetings.

Even though virtual meetings have been around for years, they’ve become the status quo thanks to the COVID-19 pandemic. While an adequate way to keep-in-touch and build rapport, they’re also exhausting. However, you can spruce them up to establish trust while also bolstering morale.

If you need some ideas, Calendar Co-Founder John Hall has the following suggestions:

  • Get underway by acknowledging your team’s achievements or sharing a joke.
  • Host theme events, like a holiday party or virtual lunches where participants share their favorite recipes.
  • Conduct weekly check-ins to provide updates or ask how everyone is holding up.
  • Always follow virtual meeting etiquette, like muting your mic when not speaking.
  • Encourage silent brainstorming sessions.
  • Organize virtual team-building activities such as fitness challenges or “happy hour.”
  • Keep them engaged by challenging them. For example, you could ask how they’ve overcome a problem in the past.
  • Shake things up occasionally, like surprising them by taking a virtual field trip or inviting a guest speaker.
  • Schedule events when it’s best for your team. While you’ll never find the perfect time and date, you could poll them to see what works best for the majority.
  • Wrap each function up on a high note. For instance, you could ask positive-direction questions like, “What did you find most valuable?”

7. Be consistent.

According to Jack Zenger and Joseph Folkman, there are three elements of trust; positive relationships, good judgment/expertise, and consistency. I think that you should have an idea about the first two. So, let’s go over what consistency means.

Consistency “is the extent to which leaders walk their talk and do what they say they will do,” they explain for HBR. “People rate a leader high in trust if they:

  • Are a role model and set a good example.
  • Walk the talk.
  • Honor commitments and keep promises.
  • Follow through on commitments.
  • Are willing to go above and beyond what needs to be done.

While this may not be the most important element, it’s still essential. For example, let’s say that you penciled in a one-on-one for Thursday at 3 pm. You had a family emergency and didn’t let the team member know you had to reschedule.

Your team member arrives on time and patiently waits. After some time has passed, they email you, and you reply that you had to cancel. That’s not only disrespectful of their time; it also shows them that you can’t be trusted to hold-up your end of the bargain.

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