FILTERS
Two business colleagues walking outside and having a discussion

Regaining Your Office Groove

  • Business Ownership
  • Newsletter

Getting ready to re-enter the world of people? Consider these tips for transitioning your business back to in-person work.

Many months may have passed since you last saw your favorite clients and your staff in person. What are the new rules of engagement? People who were up close and personal may no longer be huggers or hand-shakers, greetings and goodbyes may be fraught with awkwardness, and meetings might need to happen outdoors. There are things we may want to save from our seemingly endless WFH days, and things we want to quickly toss out the window. Here’s how to navigate the new normal.

Make it safe

Rule number one when welcoming anyone back into the office or meeting in person: make it safe. Consult the CDC and local state and business mandates for the latest health and safety recommendations where you’re doing business – and then communicate out the safety protocols you’ve instituted to staff and clients alike.

Tip: Do a quick Google survey with staff to learn what they would feel comfortable with in the office and how they want to engage. Some may want to remain remote for a percentage of the workweek, others may want to return full time. Make accommodations for staff who want to distance their workspace from others, or those who want to be near a window they can open. Collaboration is the key here, so gather your info and have an all-hands-on-deck Zoom meeting before re-entering the office. Buy-in is important, and you want everyone to feel they have input and will be completely safe coming to the office, even if it’s just for a meeting once a week.

Tip: A direct email to clients announcing your reopening of the office, with bullet points of all the safety steps you have taken, will go miles in assuring them they will feel comfort­able coming into the office. Offer digital or hybrid options for those who still don’t feel comfortable.

Tried and true

We’re all bound to be more than a little awkward when coming face to face again. Stick with the tried and true – be genuine, look people in the eye, ask questions, stay off your phone and focus on the interaction at hand. Catch up on latest achievements, wins and life events, and ask about peo­ple’s priorities now that the pandemic has shifted.

Do staff want to keep some of their pandemic work schedules going? Many of us have learned new things in the past year and are placing value on different areas of our lives as a result – find out more about changing values or new norms from those you serve and work with.

Tip: Communicate your safety preferences up front and ask what theirs are so you can set the stage for a comfortable interaction.

Tip: Get people to open up with three simple words – tell me more. These words can open up conversations you never knew you’d have.

Tip: If you started obsessively baking homemade sourdough bread during the pandemic, share that with your staff or your clients. Ask what habits they developed and even swap recipes.

Get outside

With the advent of warmer weather across the country, meeting and working outdoors may become a standard. Many restau­rants have doubled their seating outdoors, a trend that will continue through the fall. And with more people enjoying being outside, consider new ways to connect with your staff. Instead of indoor meetings to set strategy for the next year, why not horseback riding or picnicking at a local park? Can client meet­ings be moved to outdoor venues as well?

Tip: Explore walking meetings – these have been proven to not just get the ideas flowing, but may even extend your lifespan.

Keep or toss?

The pandemic changed a lot about the way we do busi­ness, the way we interact and even the way we dress – WFH sweatpants, anyone? We had to adapt, and quickly, to new technologies, new protocols and new ways of being. Digital everything propelled to the forefront at lightning speed. Pickup and delivery replaced in-person shopping. The chal­lenge is to identify the habits we want to keep and to throw out the ones we don’t.

Tip: Make a list of all the things that made life better or worked well during the pandemic. Contactless pickup? The ability to get more delivered? Share your list with your staff – which pandemic working and living habits would they like to keep, and which would they like to throw away?

As we return to life in the office and in-person client meet­ings, tune in to those you are interacting with, eliminate awkwardness by genuinely connecting, and continue to build those all-important client and staff relationships.

Next steps

  • Consider making your next staff meeting a walking meeting – plot a short course around the office as a test run
  • Establish a safety protocol for your office following CDC, state and local mandates
  • Think about new places to connect with clients, and consider outdoor meetings

Sources: pwc.com; crainsdetroit.com; shrm.org; esquire.com; cnet.com; huffpost.com; youtube.com

TAG CLOUD

Important Disclosures

Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. Saling Wealth Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Saling Wealth Advisors’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Saling Wealth Advisors’ web site on the Internet should not be construed by any consumer and/or prospective client as Saling Wealth Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Saling Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Saling Wealth Advisors, please contact the state securities regulators for those states in which Saling Wealth Advisors maintains a registration filing. A copy of Saling Wealth Advisors’ current written disclosure statement discussing Saling Wealth Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Saling Wealth Advisors upon written request. Saling Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Saling Wealth Advisors’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.