Rev Ops - Remote Best Practices for Running Projects - What Are You Doing?
What are some best practices you have found for running Rev Ops projects since going remote?
Here are some I have found helpful:
1- Use a tool like JIRA, a custom object in SFDC to track, review, update and report out on requests, preferably in SFDC (have a dashboard)
2- If you are using Slack, use a Slack channel to communicate updates daily to teams impacted by changes
3- Have a daily check in via Zoom or in Slack channel at a set time - I like to meet with teams 2-3 times a week in combination with a daily check in during the first 30 minutes (like a daily stand up, but perhaps without kids asking for help for those who have kids at home needing direction on their homeschooling)
4- Do a weekly communication out to the teams, regardless if they have completed projects for the week or not with what was accomplished last week, this week and what is on deck.
5- Make sure to have at least bi-weekly Zoom meetings and a Slack channel set up for those teams to discuss items, including gathering feedback.
6- Dedicate sign off ownership if you have not already to those teams and communicate regularly if there are priority shifts at any time so people have proper expectations.
7- Make sure to take the time to have fun - crack some jokes, share funny stories about home life, call out people for great work done!
Cannot wait to hear from others about things they are doing!
Thanks!
Melissa
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Melissa-
I love all of your ideas! I work in a team - so I am the Rev Ops person, I have a dev, an admin, and a project manager. We are 100% remote, so we have a lot of great practices that were in place before this tragedy hit. Here are a few:
- Daily Standups: We start the day talking through projects: Active, Upcoming, and Completed by each of our clients (you can do this for in house teams to and categorize by project)
-Shared document tool: We use Notion, I have also used Quip in the past. It an easy way for us to all collaborate on the same documents without having a crazy google drive (that drives me nuts!!)
-Water Cooler!! 3x a week we have 30-60 minutes carved out in an open zoom meeting (not mandatory) to have 'water cooler' conversations. This has been huge in helping a team spread all over the US and Canada get to know each other VERY well. Sometimes team members will suggest a topic, other times we just chat. Monday's was very Tiger King focused :)
-Slack: We have project channels which help with quick updates. I always make sure we use slack in the best way possible - if its something that needs action, its better in email. If its something you would tell someone in person in passing that doesn't require action - slack is a great place. Plus we have fun channels: Meme's, Kudos *love this one, Music, and Bingeworth.
Can't think of more off the top of my head but I know there are lots!! Would love to hear some other creative ideas :)
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