ITAC Telework America Workshops
 

Workshop 7
GETTING READY TO IMPLEMENT

by John Corbett, Telework Programs Administrator
State of Arizona

CONTENTS
Setting the Stage
The Dress Rehearsal
Showtime Tips
Selling the Program

Setting the Stage

Were you ever in a high school play? I vividly remember watching our director pull a world-class production out of absolute chaos. It was amazing. The orchestra, choir, cast, choreographer, stage crew and extras, all practiced separately for several months. Then, just a few weeks before opening night, the whole show came together on stage for the first time. We didn’t have a clue how the show would look. We hadn’t even seen the costumes. But during dress rehearsal, for the first time we all realized we were part of something wonderful. We were confident the play was a success. On opening night, the audience sensed our enthusiasm and confidence.

In previous workshops, you and your implementation team gathered the facts, wrote policies and selection criteria, and you now have top management approval to prepare a telework project within your organization. All the homework is done. You know that telework "works" for other organizations. Now it’s time for your organization to test it out. It is time for a dress rehearsal, a trial program.

The Dress Rehearsal

In the telework dress rehearsal, the cast and crew are the audience. Each audience has its own set of concerns and expectations about telework. A good director takes the time to get to know his audience and tailors the show to appeal to them. He is also careful not to mislead the audience with false advertising. He doesn’t want them anticipating a murder mystery, when the show is really a love story.

Your telework credits may look somewhat like this:

Producer: The CEO - bought the show because he believes a telework program will help him reduce the cost of employee turnover. If the company can reduce the cost of production they can better compete for a larger portion of the market.

Director: The TELEWORK PROJECT CHAMPION - a progressive high level manager...a real coach. The Director cares about giving good employees the flexibility they need to manage their lives. He or she feels that a good employee will appreciate the flexibility and therefore remain loyal to the company’s mission and doesn’t care where they work, as long as the job gets done right.

Stage Crew: MID-MANAGERS & FRONT-LINE SUPERVISORS - were selected because they have a positive attitude towards telework, are willing to let their employees telework, have strong communication skills, manage by results and not by monitoring work hours, delegate work easily, are well-organized, are open to new ideas, and trust employees. They will select teleworkers for the project based upon the selection criteria. They appreciate that employees like telework. But secretly, they are a little concerned that it will be harder for them to manage remote workers.

The Cast: TELEWORKERS - were selected to participate because they tend to require minimal supervision and social interaction, have a high level of skill and knowledge in dealing with work-related responsibilities, work well with family members, prefer their home environment, are self-motivated, want to telework, are well organized, demonstrate a high level of productivity, and have strong time management skills. They’re all for it, but are concerned about what their co-workers will think; since everyone has not been offered the opportunity to telework during the trial.

Orchestra: CO-WORKERS - come in all types and sizes:

The stringed instrument section would do anything to help the project work. They hope that they might also be offered the opportunity to telework some day. 

The percussion section knows they can’t telework. But they would participate in other types of workplace flexibility (like compressed workweeks or flextime). They welcome the new program in hopes that the other options will also become available. 

The wind instrument section is another matter altogether. They think it’s all a lot of hot air. They’ve heard management tooting about boosting employee morale for years but management never seems to carry-through on their promises.

Choir: TELEWORK IMPLEMENTATION TEAM - Anything you say to this group about telework is just like preaching to the choir. These individuals were hand picked to represent the various sections of the organization to help plan and implement the program. They have high hopes for workplace flexibility and have their eyes fixed on what the telework program will look like three years from now.

Extras: THE CUSTOMERS - In most cases they won’t have a clue what is planned. The telework training will make sure that all communication with customers is "seamless". The customer will not know if the employee is working off-site or not.

It might interest you to look at an actual evaluation of how the various stakeholders viewed telework. The State of Arizona commissioned an exhaustive study of telework in 1996, after the telework program had been in place for six years. The executive summary is on the Arizona web site at http://www.telecommuting.state.az.us/evaluation/index.

Showtime Tip

In the musical South Pacific, Typhoid Mary sang a song called Happy Talk where she cautioned, "If you don’t have a dream, how you gonna make a dream come true?" Far too many telework programs are dwarfed by their lack of vision. A well thought-out telework trial will address the initial concerns of managers and supervisors, demonstrate the viability of the organizations "business case," and recommend future actions to expand telework and maximize the benefits. Therefore, there are at least three phases of implementation for which the trial is the main foundation: the trial phase, the expansion phase and the maximization phase.

The telework trial should confirm the direction of the program and recommend the next few steps that must be taken. The project should answer the questions: What is the future potential for telework to impact the organization’s bottom line? What are the barriers to reaching this potential? What steps should be taken to overcome the barriers and maximize the benefits of telework to the organization?

Don’t skip steps

One of the quickest ways to give a telework trial bad reviews is to skip some steps in the implementation process.

Plan to succeed

Run the trial from the top down. An important ingredient in a successful telework program is commitment from the CEO and other upper-level management. To obtain management support for a telework program, consider the following:

  • Show management the many benefits of starting a program, focusing on the bottom line.

  • Present telework as an opportunity, not as a problem. Present ideas in a positive business case to management.

  • Propose to creatively meet the challenges with a trial, allowing telework to demonstrate its own benefits.

  • Start the trial with a small, manageable group.

  • Plan to succeed by involving only the most qualified employees and supervisors who support the concept.

  • Build a track record of reliability and accountability, and then recommend expansion to a broader group of employees.

Communicate with everybody

Tell everybody what is going on and keep them informed throughout the project. A common sequence of internal communication might begin with management briefings. A memo or article in the newsletter to introduce the program to all employees could follow. Finally, telework orientations should be held for interested employees and supervisors to discuss guidelines, policies and employee benefits.

Keep the ball rolling during the trial program to help to create a positive corporate memory. Remember telework trials can be quite long, six months to a year. Your audience can easily lose interest in the project by the time you are ready to announce a successful conclusion. Hold focus groups of both supervisors and teleworkers. Encourage teleworkers to share with their working groups the benefits they are experiencing. Publish personal testimonials and creative solutions to problems that may arise during the project.

Bring all concerns to center stage

Beyond frequent communication, a successful telework program must invite open communication. Concerns can only be addressed when they are in the open. Concerns should always be considered as opportunities for innovative solutions, rather than problems. If concerns are left unvoiced, they will become land mines in the path of the expansion or the program.

In the first six workshops, you have learned that there are quite a few administrative, supervisory and personal issues that must be addressed before starting a telework program. The administrative concerns (personnel issues, legal issues and risk management issues) are easily handled in a trial by selecting the right participants and by adopting telework policies. The more specific concerns of each supervisor and teleworker are handled during training; where the two negotiate a formal telework agreement.

Evaluate the program

Written surveys, focus groups and individual interviews are the basic tools used to evaluate a telework program and identify what can be done to improve it. A successful trial will begin and end with surveys to document the success of the program.

Sample trial action plan

What does a project implementation action plan look like? The State of Arizona designed a handbook to simplify the task of expanding the telework program to nearly 100 very different State agencies, boards and commissions. All State agencies began with a trial and then expanded their program. The handbook was arranged in harmony with the action steps outlined below. As you review these action steps, you will see references to sample letters and program materials that were included in the handbook. These references were left in the text to give you a better feel of what it takes to implement a telework program.

State of Arizona Telecommuting Program Action Steps

1 The Telecommuting Coordinator works with the Director to determine the parameters of the agency pilot (which sections of the agency should be involved and how many participants should be selected).
2  The Telecommuting Coordinator may wish to select a committee to help them review the established State of Arizona Telecommuting Policies. While these State policies are not changeable, additional policies specific to agency concerns may need to be addressed. Any agency-specific policies should then be added to appropriate sections of State training packages (see Additional State of Arizona Telecommuting Program Materials list this section). The people most likely to be of assistance are from management information services, personnel and agency training staff.
3  The Telecommuting Coordinator arranges a briefing to prepare upper management for the agency pilot. (suggested letter provided in section 1; Management Briefing Script and Handouts provided in sections 2 and 3) The Department of Administration will provide the briefing if desired.
4 Upper management then selects which managers and supervisors will be asked to participate in the agency pilot and provides their names to the Telecommuting Coordinator.
5 The Agency Director issues a letter to selected managers and supervisors instructing them to attend an orientation provided by ADOA. The orientation will instruct them about the pilot and how to select telecommuters. (suggested letter to managers and supervisors in section 4)
6 Managers and supervisors then approach selected employees and ask them to volunteer for the agency pilot. Managers and supervisors notify the Telecommuting Coordinator who will be telecommuting from their section and bring them to the agency training.
7 The Telecommuting Coordinator distributes pre-pilot survey to participating supervisors and telecommuters to be completed and returned to the Telecommuting Coordinator prior to the training. (draft pre-pilot survey provided in section 5)
8  The Agency Trainer reviews the pre-pilot telecommuting survey results in advance of telecommuter/supervisor training. The pre-pilot surveys will highlight the attitudes and concerns of the pilot population about telecommuting.
9 The Agency Trainer uses the video and workbook entitled The Telecommuting Zone to train pilot telecommuters and supervisors (see additional State of Arizona Telecommuting Program Materials list this section). During the training, telecommuters and their supervisors will develop a Telecommuting Agreement outlining the new work arrangement. The Telecommuting Coordinator attends the training to discuss agency-specific policies. The names and work addresses of all telecommuters are then forwarded, with the training evaluations, to the Department of Administration.
10

The Telecommuting Coordinator meets with pilot participants in periodic focus groups to learn of their experiences and to address problems and suggest resolutions if necessary. (Sample memo inviting telecommuters and supervisors to focus groups and sample focus group questions provided in section 6)

11 The Telecommuting Coordinator issues a six-month pilot survey to supervisors, telecommuters and non-telecommuters. (six-month surveys and suggested transmittal letters to telecommuters, supervisors and non-participants in section 7)
12

The Telecommuting Coordinator meets with upper management to discuss survey results, recommend program revision, and identify program expansion opportunities within the agency.

13 The Agency Director publishes the results of the pilot, affirms current population of telecommuters, and directs new managers and supervisors to attend ADOA telecommuting orientations designed to help them identify additional telecommuters for agency training. (suggested program expansion letters to upper management in section 8; to current program participants in section 9 and to the entire agency in section 10)
14

Agency Trainer uses the training video and workbook entitled The Keys to Telecommuting Success to assist all new telecommuters and their supervisors to complete formal telecommuting agreements.

Selling the Program

Since a telework trial typically includes only the most foreword thinking supervisors and the best employees, there may appear to be little or no management resistance. But be assured that as the program is expanded beyond the trial stage, management resistance will become a barrier. Therefore it is important to the organization with a vision to collect lots of data on management issues during the trial and publish the experience broadly. For example, Arizona’s program evaluation focused on the myths concerning telework. These myths are commonly heard in any organization were telework is being introduced. We found that the myths are perpetuated by lack of experience or information and can become barriers to the adoption of a telework program. The evaluation’s executive summary published what experienced State employees had to say about these common myths. The executive summary may be found on the Arizona web site

Management can change their act

Focus groups conducted during this evaluation demonstrated that the exchange of information based upon actual experience increased positive attitudes about telework among front-line supervisors and mid-level managers. The ASU research team stated the following in their evaluation of the focus groups:

"It seemed to be a relatively easy process to change the perceptions of managers and supervisors regarding the barriers to telecommuting where those perceptions were based on unfamiliarity or misinformation. In each focus group, participants described the focus group as a learning situation about telecommuting. The least familiar members of each group were the most likely to express this opinion. The focus groups in general appeared to move participants into a position of being more supportive of telecommuting."

How are organizations doing when it comes to management resistance and telework?

The Families and Work Institute survey of 188 Fortune 1000 companies in 30 industry groups found management resistance to change as a barrier to implementing family-friendly programs (like telework) in the workplace. In each of the three stages of family friendliness described by the Institute, organizations can be categorized by how they overcome management resistance. It is revealing to note that one third of all the US companies surveyed by the Families and Work Institute fell short of the first stage of family-friendliness as described below. Forty-six percent of the companies were stage one organizations, nineteen percent were stage two organizations and two percent were stage three organizations.

Pre-stage one companies struggle with family-friendliness as not being a business issue and grapple with the appearance of unfairness by implementing a family-friendly program to ease the work-family conflict of only one segment in their workforce.

Stage one organizations realize that they can make a business case for offering policies or programs that help employees manage work and family issues. Such programs and policies have been proven to improve morale, reduce stress, increase productivity and reduce turnover. Stage one organizations also come to redefine fairness as being fair about offering everyone some assistance instead of offering everyone equal assistance.

Stage two organizations realize that even though they implement a comprehensive package of policies and programs, unless they have the commitment of top management these programs will not be successful.

Stage three organizations focus on changing their corporate culture and train management to recognize the intrinsic value of being family-friendly and how to work with employees to utilize their family-friendly policies and programs.

Conclusion:

A well thought-out telework trial will help to address the concerns of managers and supervisors, demonstrate the viability of the organizations official business case, and help to recommend the future actions that must be taken in order to expand telework and maximize the benefits for the organization and its employees.

John Corbett
Telework Programs Administrator
State of Arizona
Phone (602) 542-3637
Fax (602) 542-3636
[email protected]
www.telecommuting.state.az.us