The remote work hiring process

Remote work is becoming mainstream. The benefits of remote work range from no commute (hello Angelenos!), to increased productivity, to happier and healthier workers, to flexibility and more. But what does the remote work hiring process actually look like? I spoke with Zach Montroy, Director of People & Team Strategy with Summit CPA Group about the remote work hiring process, and here’s what he had to say:

Andrea: What does the remote work hiring process look like? Where do you start?

Zach: The hiring process actually looks very similar to a brick-and-mortar company process. However, being a distributed firm allows us to be more agile in the process and we’re able to expand our possibilities. For example, we have the opportunity to recruit talent from anywhere in the USA, and we don’t have the added costs of relocation. The way we advertise for the job is different as well. We target a variety of markets and home in on areas of expertise by tapping into platforms such as LinkedIn, Indeed, Virtual Vocations, and FlexJobs.

 Andrea: Do you interview candidates remotely as well?

Zach: We do. Our team is in front of a screen interacting with colleagues and clients every day, so it’s a perfect filter. It’s important to see how candidates interact with the camera, and also how they handle the technology. We utilize the power of our team in every step asking candidates about their professional journey, how they live out our core values, what their core values are, and we test for things like emotional intelligence and job skills. For our Virtual CFOs, we do interviews in person as well.

Andrea: How does culture fit into the hiring process?

Zach: We take our core values very seriously and we work to live them out daily. We ask our candidates examples of how they live out our core values and what they look like to them. We’re “changing the way people think about accounting”– it’s at the core of who we are, and we need to ensure the candidates’ values align with Summit CPA Group. Studies have found that Emotional Intelligence accounts for 60% of job success so we test for that in our process as well. Emotional intelligence testing gives us a good sense of how the candidate will interact with others and how their emotions play into, and help manage, relationships.

Andrea: Do you require candidates to perform test projects?

Zach: We use case studies as a way to assess past performance and knowledge around the job. We ask candidates how they would approach situations. This allows us to see first-hand how the candidate will likely function in the environment.

 Andrea: What is the biggest challenge of hiring remotely?

Zach: If you had told me 10 years ago that I’d be hiring people without ever meeting them in person, I would have called you crazy. I think there is value in spending extended lengths of time with a candidate, but that can be done virtually as well. Spending an entire day with a candidate is really telling. Anyone can be in character for an hour or two, but throughout a day, you really see their personality and how they handle different situations. You lose a bit of that aspect with remote hiring, but we’ve really tried to compensate for this in our process to make sure we’re getting the right people on the bus and getting them in the right seats quickly.

Andrea: What’s the biggest opportunity of hiring remote workers?

Zach: Being able to pull from a larger geographic area. I can find the best of the best when I don’t have any geographic limitations. Remote work opens up opportunity for people with expertise who have “traditional work hour” limitations. We’re also helping people get their lives back. When we lived in Chicago, my wife commuted 3 hours each day. That was 15 hours of her week, GONE. It also helps team members be more efficient, I’m able to collaborate and be social, but working remotely allows our team members to focus when they need that space as well.

Andrea: What qualities do you see in remote workers?

Zach: Grit, resilience, adaptability, strong work ethic, integrity. The tech tools we use as a remote company are always changing, and at Summit CPA Group we are always embracing new technology. Our team must be comfortable with technology and with change. Self-discipline is huge. As a remote worker you must be able to shut it off. No one is going to show up with their best self if they are working 24/7.

Straight from the horse's mouth

If you hear something “(straight) from the horse's mouth", you hear it from the person who has direct personal knowledge of it.  Your customers are the best source of trust and enthusiasm in your brand, products, services. Does your marketing toolbox include testimonials? It should.

Correctly using testimonials is an art. Too fake and fluffy—you run the risk of not being taken seriously. Prospects can see straight through fake testimonials. Also, a short and sweet testimonial (such as, “I love this service!”) recommends your brand, but doesn’t say much else as to why potential customers should choose your brand. Ask your customers to elaborate on why they love your brand, and what sets your brand apart. 

Request that your best customers provide testimonials with details that definitively describe key and unique benefits of your brand. Customers should focus on addressing a pain points that your services resolve. Testimonials should answer the question of why someone should use your brand.

What are your best tips for curating testimonials?

Is Your Venue Safe?

The world is changing and so must meeting planners. If the past year has been any indication, no place is exempt from risk. Think beyond terrorism. Think about hurricanes, volcanoes, shooters, and military coups — anything that puts your attendees at risk. Today, meetings and events come with a specific set of risks. The factors in determining hotel safety alone are numerous.

The big question you should be asking your meeting planner: Have you assessed the venue from a risk standpoint?

Your planner should conduct proper due diligence when sourcing a location and venue. Then they should develop a customized risk assessment questionnaire to be completed by the venue ahead of contract signature.

The top 8 factors in determining venue safety are:

1. Hard-wired smoke detectors.
These are more reliable as they are connected to a power supply and will sound indefinitely until turned off. They have battery backups to ensure they continue in the event the power supply is cut.

2. Adequate emergency lighting.
Does the venue have a generator? Does it auto turn on? You certainly don’t want attendees using their cell phone lights in the dark!

3. Locking devices on windows and doors.
Do the windows and doors open outward? If so they can be difficult to barricade. Does the venue have active-shooter denial devices? If not, will they add and train staff to use?

4. Emergency operations plan.
The venue should have a plan for all types of hazards — fire, hurricane, earthquake, terrorism. The plan should among many things, clearly marked evacuation routes, and the locations of fire extinguishers. Ask them to share their plan.

5. Readily available AEDs, and a list of staff trained in first aid and CPR.
You’d be shocked at the number of hotels that respond with “no first aid/CPR training.” I recently received the response, “We usually just call 911 and they arrive pretty quick.” (Scary.)

6. Security training.
Who on staff is trained to recognize threats? Will those people be onsite for your event? Who is the go-to person to report suspicious activity?

7. Food terrorism.Does the kitchen have procedures to combat food terrorism? What’s their procedure for vetting kitchen staff and food?

8. Recent threats?
This should be the first thing you ask — have there been any recent (and define recent) threats to the venue?

Bottom line: work with an experienced planner. If you need assistance assessing the safety and risk preparedness of a venue, andgreat can help! We invite you to contact us today.

Event Management Services Defined

Events, meetings, and conferences bring a team together, they energize actions and expand world views. Planning and managing events, meeting, and conferences is also a ton of work!

Whether it’s a company retreat, industry conference or a VIP summit we integrate logistics and meeting content to achieve a focused event with maximum impact. We find, select, negotiate, coordinate, plan, manage, promote, create, transport, staff, direct, reconcile, measure, and track.

We can do it all for you or just provide select services as an extension of your team.

Do you need help managing your next meeting or event?

4 reasons you should NOT outsource your event to your office manager

Do you think outsourcing your event and meeting planning to your office manger, virtual assistant, or executive assistant will save you a whole lot of time and hassle? Think again.  Likely your office manager will likely be “winging it.” She doesn’t know the ins and outs of the meeting planning world. You will end up spending more time, paying more money, and be more involved than you really ever cared to be. 

Sadly, in many small and medium businesses the task of planning the company retreat or board meeting or conference is often assigned to office managers, receptionists, VAs and even sales professionals. This is a huge mistake as you are pulling their time, concentration and energy away from performing their own set of important tasks. Plus, you are creating a level of expectation and responsibility that, in all fairness, does not live under the scope of their job description. Contrary to popular belief, everyone is not a meeting professional.

A meeting professional knows what to do and what not to do and is 100% focused on your meeting or event. Professional meeting planners are masters of juggling details, people and priorities. They don’t get frazzled. They just go on with the show!

Still not convinced?  Here are four reasons to hire a professional:

1.    Office managers do not have supplier relationships.
Professional meeting planners have built deep relationships with suppliers. Once you tell your planner the basic essentials like goals, date, budget, number of people, she can get to work straight away for you. And I really do mean straight away. With just the minimum parameters, she’ll be able to rattle off at least a half dozens perfect hidden gems that she will send RFPs. She’ll spend minimal time researching because she knows the properties. And, did you know that most site selection services are complimentary. So you won’t be paying a dime to hire a professional planner to source and negotiate the perfect venue, for a great rate.

2.    Office managers do not know the intricacies of destinations.
Professional meeting planners know that if you want to your event in Napa, for example, you best stay away from the month of October. All suppliers have windows they need to fill, and a professional planner will find those windows and negotiate the best rates, concessions, and deliver you a cost savings report. (all complimentary, btw) A professional planner also likely has relationships with third-party vendors in most major cities, and can leverage those relationships to get you the best bang for your buck. The work closely with CVBs to review the calendar so to avoid such conflicts as city-wides.

3.    Office managers do not know the questions to ask.
You don’t know what you don’t know. Negotiating contracts is a very important part of meeting planning. Your office manager probably doesn’t know what attrition is or to ask for more than 10%. Professional meeting planners know all the questions to ask and to be sure certain clauses are included in the contract. These clauses are things as a CEO you aren’t even aware of or thinking about.

4.    Office managers are not meeting planners.
Did you know that the position of meeting planner made the Forbes list for the top 5 most stressful jobs in 2017? Meeting planning requires expertise in communications, preparation, management, logistics, marketing and crisis management too. Because, with events, last-minute problems and emergencies happen — all the time. A professional meeting planner does more than plan your event or meeting—she focuses on the branding, marketing, reputation and future success of your business.

Meeting planning is one of the most stressful jobs around, however, professional meeting planners know how to handle the stress — and deliver memorable experiences. Dumping that degree of stress onto an individual not equipped to handle it with grace under fire is simply bad for your event or meeting — and quite frankly, bad for your business.

    

5 Tips for an Engaging Gifting Experience

This article was first printed in Prevue Magazine on July 11, 2018. https://prevuemeetings.com/spark-blog/flip-the-script/5-tips-for-an-engaging-gifting-experience/

Corporate gifting is an opportunity to connect with clients, strengthen relationships and provide an experience—and it takes on many shapes.

At one end of the spectrum, you have the (boring, non-creative, no choice) old-school room drop with a branded goodie bag filled with a few sponsored snacks, and at the opposite spectrum you have a custom corporate gifting experience that’s focused on selection, choice and brands.

Planners are definitely using gifting more now than ever. Many companies are realizing that a fabulous trip in a beautiful destination is only a part of the experience. Corporate gifting now tends to be a bigger part of the memorable experience and companies are recognizing this and the attendees are wanting (and expecting) more.

 

The meetings and events industry is skewed towards the female gender, and Associated Luxury Hotels International (ALHI) never ceases to impress with its lady-friendly corporate gifts such as lipgloss with mirror and OPI-branded nail polish in ALHI Red. At a horse race event, Preferred Hotels partnered with a hat company to allow attendees to select a hat or fascinator to go with their outfit. Impact GPS partnered with Maui Jim for its Los Angels event a few weeks ago to provide a custom sunglass fitting experience. Attendees were able to try on about eight different pairs of sunglasses, see how they fit, seek professional fitting advice and walk away with a free pair of Maui Jims sunglasses.

A meeting planner veteran noted, “I always give gifts as a reminder of the key takeaways of that meeting. If it is an incentive meeting, it is a reminder of the fun that was had and a talking point for when they see you in the shirt, sunglasses etc. It leads to a discussion: Where did you get those glasses?”

andgreat has personally commissioned custom belt buckles for a VIP client event in Austin, Texas. We mailed the buckles ahead of time as an event teaser, and then brought the artist onsite with leather straps for a complete custom belt fitting experience. Not only was it a memorable experience, it tied into the unique destination.

Here are my top five tips for corporate gifting:

Check Corporate Policies

Many companies—especially in the pharmaceutical world—cannot participate in corporate gifting as they pay their attendees an honorarium. A pharma planner noted that corporate gifting is still relevant but gets harder and harder with parameters being put into place by companies.

Determine Wants

Knowing your audience will help narrow and focus your selection. If you know your attendees are mostly female, for example, have a heavier selection of lady-friendly products. If you audience is a mixed bag, you can’t go wrong with a selection of high-end male, female and unisex sunglasses, running shoes or sandals.

Get Creative 

Corporate gifting that reflects the city or destination you are hosting your event is a great starting point. Tying the corporate gifting to the event destination lends to the overall experience. If you’re meeting in a colder mountain destination, a branded Patagonia fleece makes sense. If you’re meeting at a beach resort, consider offering a sandals experience.

Quality Over Quantity

Branded “junk” is self-serving and comes across as such. No one wants branded stress balls. And at the end of the day, your corporate gifting reflects your brand and your reputation. Do you want to be associated with junk?

Find a Trusted Partner

Find a partner that will be with you every step of the way and has experience with corporate gifting. While Maui Jim pioneered the onsite experiential gifting concept over 17 years ago, there are other vendors that offer a wider range of products and brands. Global Gifting partners with high-end brands that manufacturer everything from sandals to electronics, for example.

What’s the coolest corporate gift you’ve received?

Seven Tips for Curating a Memorable Company Retreat

This article was originally published in the May 2018 Group Travel Leader Magazine.

http://smallmarketmeetings.com/articles/seven-tips-planning-memorable-company-retreat/

More companies, especially distributed ones, are implementing company retreats into their budgets. It’s a smart move as it allows employees to bond in a more relaxed, open environment and for leadership to receive candid real-time feedback. It’s also a great way to kick off the year and set goals. As with any event, all the elements are a big puzzle—that you the planner—need to fit together. Andrea Cannistraci, CMM, President & Founder of andgreat, a marketing, branding , and events agency, shares seven tips to ensure a successful and memorable company retreat.

1. Send a pre-planning survey
Survey your attendees before the company retreat. Find out what destinations interest them, what topics they would like to discuss, what goals they hope to achieve from attending, and what activities interest them. Getting attendees onboard at the planning stage will ensure better participation, excitement, and a much more focused and successful event.

2. Develop a strong team of suppliers
Reach out to the local CVB of your chosen destination. They are the experts on the area and will be essential to helping you navigate the area and source the best caterers, AV, entertainment, restaurants, transportation, off site venues, and team building activities.

3. Conduct a site inspection

It’s imperative that you know the area and your way around. Meet personally with all the suppliers you’ve received quotes, experience the activities, restaurants, venues, entertainment. Start to build the relationships. Take copious notes. Know where the closest hospital, pharmacy, Kinkos, and grocery store are located.

4. Schedule free time
One of the biggest mistakes you can make is not building free time into your agenda.  Give attendees an hour each later afternoon before dinner to check-in with family, refresh, relax, or hit the gym. Often, you’ll see the attendees will want to continue the day’s conversions at the bar, or around the pool. Those unstructured moments where employees bond on their own can create the most insight—and best memories.

5. Use natural meeting space

If your company retreat is in a warm climate, definitely take advantage of outdoor meetings places for casual breakouts and meals. There’s nothing worse than being in an awesome destination but stuck inside four walls all day. Let your attendees see the sun and feel the breeze! A simple U-shape of chairs under a tree, or a few cabanas at the pool are excellent non-traditional meeting spaces for breakouts. Many conference rooms have patios—use those for breakfasts and lunches. Trust me, your attendees will thank you.  (And the Instagram pics will be the envy of all.)

6. Consider meeting floor plans
The setup of the meeting room matters.  Know how many attendees you are expecting and plan accordingly. Your General Session should be configured so that everyone can see everyone. A flat oval shape works well.  Will attendees be taking notes on their laptops? If so, they’ll need a bit more space.  The last thing you want is a room full of sardines.  A good rule to follow is two people per six foot table. And make sure the room has windows—preferably doors that open to a patio (see #4.)

7. Plan an unforgettable group activity
Almost every company retreat has at least one group activity incorporated.  This is a great opportunity to make your company retreat memorable. Look at your destination. Look at your demographics.  Keep it local. If you’re at a beach, consider SUP or surfing lessons, or chartering a boat for a dinner cruise. If you’re in wine country, schedule dinner in a wine cave or a biking wine tour with lunch. If you’re in New Orleans, plan a hands-on Creole cooking class for dinner or a scavenger hunt through the Garden District.

Curating Memorable Experiences: An Interview with Prevue Magazine

I was recently interviewed by Jessie Fetterling with Prevue Magazine for the professional development section of their website and newsletters related to the same topic.  Prevue provides meeting and incentive planners with insightful, experiential destination coverage to help them imagine and create exceptional group events. Prevue publishes its exclusive content across numerous platforms including a bi-monthly print edition (reaching 35,000 meeting and incentive planners), a digital edition, www.prevuemeetings.com and Prevue Extra (its monthly e-newsletter).

http://prevuemeetings.com/spark-blog/the-shakedown/how-one-planner-curates-memorable-experiences-for-corporate-retreats/

What do you define as a "memorable" experience?

A memorable experience is one that attendees will recall with a smile on their faces and continue to talk about weeks and months after the experience. Most often this is achieved y conducting a short pre-event survey. Find out more about the attendees--what do they want to learn, to see, eat? Allowing attendees to be involved in the process, ensures they have a great experience. A memorable experience involves getting out of the ballroom, outside the four hotel walls--it means hosting breakout sessions in a circle outside on the lawn, in a vineyard, on the beach. It means breaking away from your typical boring F&B options and customizing. Swap out the traditional "continental breakfast" for an avocado toast bar, for example. Lastly, I always try to use boutique properties that have lots of outdoor space and windows. If people are going to fly to across the country to a retreat--let them be reminded every minute where they are. Don't hold them hostage in a big box hotel conference room that could be anywhere in the world.

What tends to be the biggest hurdles to achieving "memorable" experiences at events?

Budget, time, and travel. The company must build in a budget for an experience, they must be willing to carve out time in their agenda, and be willing to have their employees travel to a destination that is often not a single flight away. 

What are three ways you have curated "memorable" experiences at corporate retreats?
1. Reserved a wine cave dinner in Sonoma County with fun photo photo props. The F&B was all local and seasonal and of course the wine was all estate wine. A real farm to table experience. I don't think one person in that group had ever dined in a wine cave. They had so many questions ahead of the dinner. They were excited, some were anxious. It was memorable and they are still talking about it a year later.

2. Arranged a Baja Truck driving experience in Colorado. The son of the resort owner is a well known Baja 500 driver and had a track and trucks on property with a driving school. I had the trucks wrapped with the company logo and they just loved it. It was truly a once in a lifetime experience. 

3. Hired a corporate leadership facilitator to administer a DISC profile--a tool used for discussion of people's behavioral differences. Attendees completed the profile and received tips related to working with people of other styles. The exercise increased self-knowledge and attendees were better able to understand how they respond to conflict, what motivates them, what causes them to stress, and how they solve problems. It not only helped facilitate better teamwork, it helped the leadership team, to manage more effectively by understanding the dispositions and priorities of employees and team members.Now when the company needs to make company-wide decisions, they ask, "How will the D's react to this? Do we need to be concerned about the S's?" Overall, a fun exercise that truly made a difference to the company and it's employees.

What are three ways you have curated "memorable" experiences at off-the-beaten-path destinations?

1. I use a remote property in Western Colorado often as I can do a buy-out, and produce a truly memorable experience. It's a pain to get to, but once you're there, you forget about the travel. It's two hours from anything really, so everything must be done onsite. They have an Auto Museum on property and I produced a "Dinner through the Ages" Welcome Reception. The museum contains cars from the early 1800's up to 1989. I worked closely with Chef to choose small bites and a cocktail from each time period. That "Dinner through the Ages" is now a part of their menu--a huge compliment!

2. Chartered a boat to a private island off the coast of Southern Belize for attendees to enjoy the day as they pleased. Simply building a few hours into the agenda for attendees to explore the destination on their own and with whom they want can be memorable. Often Corporate Retreats are structured so much that there is no free time. 

3. Scheduled a hands on cooking class with an award winning James Beard Chef and author in Santa Fe. Everyone divided up into teams: appetizers, salads, main course, desserts. The experience was very interactive and the cuisine was all local fare and allowed for collaboration across different cross-functionally teams. Some people had never cooked before, others were "at home" in the kitchen. It was great to see everyone working together toward an end goal: a memorable, and delicious lunch. I made sure the recipes were all printed out so everyone could try cooking the meal back home. And, as a bonus, everyone was able to keep their branded apron as a reminder of their experience.

What tends to be the attendee feedback in regard to these experiences?Attendees love the free time. Again, often agendas are jammed packed, run over, and there is no time to even breathe. Building in an hour every day--right before dinner--is always appreciated. It gives attendees a chance to checkin with family, clients, workout, rest and refresh. Some attendees don't mind the travel time to reach the memorable destinations, and some do. It just depends on the personalities of your group. They definitely enjoy experiencing the local food, culture, and activities. They especially enjoy the time away form he office and getting to know colleagues on a different level. The partnerships and bonds that are created during these retreats strengthen the work relationships and often translate into higher revenues and ROI. 

Are you meeting the experiential needs of your attendees?

Ensuring terrific attendee experiences is an increased focus for meeting planners. It’s imperative to design an engaging experience for your attendees that aligns with their style of learning (during corporate retreats, for example, many companies implement a DISC assessments or similar personality test to assess employee personalities to facilitate a better working/learning environment.) The experience starts well before and extends until after the meeting, in addition to the on-site experience itself.

Traditional meeting formats --like a jammed packed agenda with a 10 min break and six one hour long Power point presentations—are super out-dated. Who can sit through that?  Attendees need the correct environment and space to digest and discuss the new ideas being presented.

A few strategies that I find successful include:
1. Distribute agenda and content ahead of the event. This allows attendees to have an idea on what will be discussed, and gives them some time to think about the topics prior to the meeting.  This allows the valuable face-to-face time to be used to discuss, debate, and evaluate what was presented.

2. Small breakout sessions help facilitate more meaningful, honest dialogue.  Attendees can choose the breakoutout topic that best resonates with them.

3. Group dinners in the evenings are a perfect venue for continuing the days conversations in a relaxed, casual atmosphere. The real team bonding and relationships are forged over food and drinks with 5-6 people.

4. Interesting snack breaks. Don’t just throw sodas and granola bars at your attendees. Customize the breaks to be memorable, and unique. Cool (or warm) lavendar scented towels coupled with a build your own old fashioned rootbeer float station.

5. Purpose-built networking activities. Trust falls and rope courses, move aside. Any activity—whether it be a wine blending, ziplining, or historical tour – can have great ROI. Providing a platform for attendees to continue the discussions, network, and forge relationships is priceless.  Giving attendees the opportunity to meet and talk with colleagues from other departments that they usually don’t have a chance to interact, helps promote cross functional learning and awareness.

How are you meeting the experiential needs of your attendees? I’d love to hear!