Next Level Academy Virtual Team Building and Management eBook Course

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Module One: Getting Started

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Workshop Objectives

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. With that in mind, let’s review our goals for today.

At the end of this workshop, participants should be able to:

Define records and archives

Analyze records in context

Classify records

Understand different systems

Maintain and convert records



Module One: Getting Started
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
  • Pre-Assignment
  • Action Plans and Evaluations
Module Two: Setting Up Your Virtual Team (I)
  • Choose Self-Motivated People with Initiative
  • Face to Face Meeting At First
  • Diversity Will Add Value
  • Experienced with Technology
  • Case Study
  • Module Two: Review Questions
Module Three: Setting Up Your Virtual Team (II)
  • Personality Can Count as Much as Skills
  • Rules of Engagement
  • Setting up Ground Rules
  • Icebreakers and Introductions
  • Case Study
  • Module Three: Review Questions
Module Four: Virtual Team Meetings
  • Scheduling Will Always be an Issue
  • Have a Clear Objective and Agenda
  • Solicit Additional Topics in Advance
  • Discourage Just Being Status Reports
  • Case Study
  • Module Four: Review Questions
Module Five: Communication (I)
  • Early and Often
  • Rules of Responsiveness
  • Face to Face When Possible
  • Choose the Best Tool
  • Case Study
  • Module Five: Review Questions
Module Six: Communication (II)
  • Be Honest and Clear
  • Stay in Constant Contact
  • Don"t Make Assumptions
  • Setup Email Protocols
  • Case Study
  • Module Six: Review Questions
                                                                                            Module Seven: Building Trust
                                                                                            • Trust Your Team and They Will Trust You
                                                                                            • Be Aware of "Us vs. Them" Territorial Issues
                                                                                            • Share Best Practices
                                                                                            • Create a Sense of Ownership
                                                                                            • Case Study
                                                                                            • Module Seven: Review Questions
                                                                                            Module Eight: Cultural Issues
                                                                                            • Respect and Embrace Differences
                                                                                            • Be Aware of Different Work Styles
                                                                                            • Know Your Team Members Cultural Background
                                                                                            • Dealing With Stereotypes
                                                                                            • Case Study
                                                                                            • Module Eight: Review Questions
                                                                                            Module Nine: To Succeed With a Virtual Team
                                                                                            • Set Clear Goals
                                                                                            • Create a SOP"s
                                                                                            • Build a Team Culture
                                                                                            • Provide Timely Feedback
                                                                                            • Case Study
                                                                                            • Module Nine: Review Questions
                                                                                            Module Ten: Dealing With Poor Team Players
                                                                                            • Manage Their Results, Not Their Activities
                                                                                            • Be Proactive Not of Reactive
                                                                                            • Check in Often
                                                                                            • Remove Them
                                                                                            • Case Study
                                                                                            • Module Ten: Review Questions
                                                                                            Module Eleven: Choosing the Right Tools
                                                                                            • Communication Software
                                                                                            • Collaboration and Sharing Tools
                                                                                            • Project Management Software
                                                                                            • Use Whatever Works for You and Your Team
                                                                                            • Case Study
                                                                                            • Module Eleven: Review Questions
                                                                                            Module Twelve: Wrapping Up
                                                                                            • Words from the Wise
                                                                                            • Review of Parking Lot
                                                                                            • Lessons Learned
                                                                                            • Completion of Action Plans and Evaluations