Tag Archives: virtual meetings

Adapting to virtual project work

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It is encouraging to see major system implementations continue to move forward during this period. Seattle Children’s, UI Health and Steward Health Care are just a few examples of EHR go lives in recent weeks. Kudos to all the teams who are working to ensure they go smoothly and safely as they provide a combination of virtual and onsite support.

My StarBridge Advisors colleague, David Muntz, and I just completed an ERP selection with a client. We have moved into the contracting and planning phase. All our work has been virtual. There was a short period where the client team was partially back in their offices but as case numbers in that state rose, they returned to the work from home arrangement with the exception of senior leaders in the office on certain days. The vendors successfully conducted virtual demos over several days with very high participation and engagement by the client organization.

While the vendor of choice is understandably anxious to meet with the client team in person, that is not happening for the foreseeable future. By the time of go live in Spring 2022, it should be a very different situation with onsite work. But for now, it will be all virtual work. And even when regular travel and onsite work is considered safe, I expect more work by the vendor and their implementation team to be done remotely to save on travel costs and time.

Bottom line, we have all made this virtual way of working a success. Yes, there were a few times when being in person in the same room would have really helped – the initial period of work when we were getting to know the client team and some of the key decision meetings. Learning the culture and “reading the room” can be a challenge in the virtual world but it is all doable. Continue reading →

7 Tips for effective virtual meetings

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If you have the kind of job where you can work from home, you have probably been on hundreds of virtual meetings in the past four months. And this will most likely continue for the foreseeable future as many companies have no set date for when they will have employees return to their offices. There are plenty of articles with overall tips for working from home. Here are my tips for effective virtual meetings:

Follow meeting norms – If your company had meeting guidelines and standard practices when you were all in person, continue to follow them. During my interim engagement at the University of Vermont Health Network, I became very familiar with the meeting norms in IT and shared them in a previous blog post – “We’re at meeting norms”. I consider them best practice. They included behaviors that contribute to productive, collaborative work. I can honestly say that the meetings there were some of the most productive, focused, and efficient meetings I have seen in all the organizations I’ve worked in. One of the most useful is having 25- or 50-minute meetings. When you are working in whatever home office setup you have, you do not have to move between meeting rooms. But you still need time between calls whether it’s a bio break, time to stand up and stretch, organize your follow-ups, or get ready for the next meeting.

Know how to use the tools – Get to know all the features of your preferred/default video conference tool and be comfortable navigating in it. But be flexible and quick to adapt to other tools as needed if the meeting host has a different default tool. Be patient when technical issues arise and work together to resolve quickly or find a workaround. People are more supportive and tolerant of issues now compared to when there was just one or two people remote with everyone else in a conference room together wondering why the remote people were having issues. Continue reading →