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Posted By Deborah Bartlett, Washington State University,
Monday, August 8, 2022
Updated: Friday, August 5, 2022
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Protect the Records You'll Need to Restart Operations Quickly Disasters, in the form of fires, broken water pipes, floods, and other unforeseen natural and man-made events, can happen at any time. Many of us have been involved with developing and publishing emergency preparedness policies and plans for our colleges and universities. Many institutional IT groups already have data backup and recovery in mind as part of their emergency preparedness plans. But emergency preparedness applies to each and every one of us -- and records protection needs to be a part of that conversation. Each one of us has records stored in our computers and offices regarding the business we undertake on a daily basis. Have you and your organizations considered what records you'd need to replace after a disaster to allow you to restart operations as quickly as possible? If you work for a state institution, you may already have state requirements regarding identifying and protecting essential records, also referred to as vital records. However, even if your college or university is a private institution, I urge you to consider adding essential records protection to your emergency preparedness policies and plans. Identify and Backup Essential Records Before disasters occur, it's important to identify what records are essential, create backups of the records, and store those backups in offsite locations. Offsite backup of essential records is key to “surviving” a catastrophe. To identify essential records, you'll want to review your records and consider the following: - What are the functions you or your unit will be unable to perform if the record is destroyed?
- What is the need for you or your unit to perform a particular function?
- What are the consequences to your unit or institution, including loss of rights or inconvenience, if the record is destroyed?
- Is there a need for the record to be replaced or reconstructed quickly?
- What time, money, and labor costs would be involved to reconstruct the record?
- Are there replacement sources available for the record?
- What media format is used (e.g., paper, computer hard drive, digital drive or cloud, disc, microfilm)?
- What is the accessibility of the format after an emergency?
Use the above prompts to audit your records and develop a list of the essential record types that you hold. Then schedule regular backups of your essential records and store the backups in an offsite location. For example, my policy office regularly backs up our policies in-progress and policy archives, as well as unit administrative records. Because our work is mostly managed electronically, we worked with our IT group to establish a shared drive for storing our backups that's located in a server housed in a building that's a considerable physical distance away from our office building. Be Prepared
It’s crucial to consider the importance of your records and how to protect them, as well as to consider the minimum amount of time you need to keep those records. Don't let an unexpected event stop you in your tracks.
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Deborah Bartlett
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Posted By Jessica Teets CCEP, Purdue University,
Monday, July 18, 2022
Updated: Thursday, July 14, 2022
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Does your policy support or stress your employees? Death affects us in different ways. As much as we may think we understand someone else’s grief following the loss of a loved one, we can never really know how they feel. Many factors go into the way we experience grief. Our relationship to the individual, the circumstances of their death, the last memory we have of that person, the things we said or didn’t say to them before they were gone, what we believe others expect from us after the death. As an employer, does your institution’s bereavement policy bring needed support to the grieved or does it add stress to an already difficult time? Consider a few aspects of your bereavement policy to ensure it works for both your institution and your employees. Number of Days in Paid Status For most employers, the number of days of paid bereavement leave depends on the relationship of the employee to the deceased. More time is given to close relatives like parents, spouses, children, and siblings, with less time offered to more distant relations like uncles, aunts, and cousins. But families are complicated. What about relatives that live in the employee’s home? What about in-laws and step-relatives? If an employee’s spouse loses a parent and needs to make arrangements, it seems likely that the employee would be involved in those arrangements and would need the same amount of time as if it were their own parent. While lines do need to be drawn somewhere, consider whether widening the circle of relatives for whom the employee is allowed longer bereavement leave causes any real detriment to the institution. An employee who is granted sufficient time away will be more productive when they return to work. Timeframe for Taking Bereavement Leave In the United States, it is common for funerals and other services or memorials for the deceased to happen within several days or a couple weeks of the death. Common, but not absolute. The circumstances of the individual’s death may require a delay in mourning rituals. Weather could play a factor in fulfilling the decedent’s wishes. A pandemic could prevent family from coming together right away. If your policy imposes a time limit by which bereavement leave needs to be taken, consider whether that limit allows enough flexibility for the employee. A two-week limit to take leave is a pretty short period of time. The weather is not likely to change much in two weeks if it’s January in New York. Offering employees a month or even six months can help them make decisions without undue pressure. Does your policy require the employee to take all the leave consecutively? That, too, could put undue pressure on the grieved. If your policy allows five days of leave, it may be more helpful to allow the employee to divide that time up as they need it. An employee who feels supported in their time of need will likely be a more dedicated employee in the long run. Documentation Does your policy require that the employee turn in an obituary or other proof of loss? If so, why? Trust isn’t given, it is earned. Yes, there may be a few people who come up with phantom relatives or friends in order to get a day off. But do you really need to put your supervisors in a position of policing bereavement leave? Just because someone turns in an obituary for a sweet old lady who died last week, doesn’t mean that lady was really their aunt. Trust employees to be honest and do the right thing. The employees who need the time will be grateful that the process for taking leave was easy.
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bereavement
human resources
Jessica Teets
leave of absence
leaves
policy
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Posted By Lisa Biagas, Pennsylvania Academy of Fine Arts,
Monday, June 13, 2022
Updated: Friday, June 10, 2022
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Hybrid Schedules are Here to Stay Can you believe it? It’s been two years of working remotely, but some folks are getting tired of their home offices and want to get back to campus. However, not every campus is back to pre-pandemic workplace traffic. I imagine that on your campus, faculty and staff were working remotely out of necessity during the COVID-19 pandemic while pre-pandemic working from home was done on an ad hoc basis. Now, it appears that remote work has become a permanent part of work schedule options. Essentially, hybrid work schedules are arrangements where folks work a combination of work from home some days and other days are on campus. If your campus chooses the hybrid model, it should be done with intention that takes into consideration that the arrangements need to be monitored and adjusted as the work evolves and folks’ personal needs change. The traditional campus work life won’t and shouldn’t go away. Simply, the hybrid schedules supplement it. What’s amazing about this hybrid workforce model is that it challenges our assumptions about our campus spaces and what collaboration looks and feels like. We’ve all gained virtual work skills during the pandemic even if we have never worked remotely before. We’ve relied heavily on our WiFi and our IT colleagues. So, it is critical that your IT function be included in the strategizing as various tools are needed for calendaring, chatting, e-signing, managing projects, payroll access, and document sharing. Ha! And, we’ve all come to love videoconferencing in the form of Zoom or something like it. As a human resources professional, my observation is that folks often underestimate how much of their work is virtual, even when they are on campus. In many cases, we conduct much of our business through email exchanges with folks we may rarely have face-to-face meetings or connections. In my view, it is critical that social and interpersonal skills are components of any workplace strategy and culture. Clearly, the COVID-19 pandemic has reshaped the way we work and to adapt necessary changes are needed to strengthen our campus work cultures. For obvious reasons, your campus will need to think through role-specific criteria for hybrid work schedules, but arrangements will also be driven by the employee’s personal circumstances. Supervisors of teams with full or hybrid schedules should seek out support from HR. Employee engagement and connection is important for collegial, high performing team collaborations. HR can assist with crafting activities, training, and other interventions to create inclusive experiences for all employees. Whether folks have chosen to be on campus or not, we must recognize that all of our constituencies are looking for assistance to maintain a healthy work and family life.
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hybrid
hybrid work
IT
Lisa Biagas
pandemic
remote work
virtual
working remotely
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Posted By Evelyn Vanderburg, The University of Texas at San Antonio,
Monday, May 9, 2022
Updated: Thursday, April 28, 2022
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Free Tool Does the Job without Programming or Coding
Have you ever tried to figure out how to convert policy pages into a PDF file and found it to be a tedious experience? Convoluted html coding, such as </p>, <ol>, <li>, <div>, <span>, and  , confuse you?
There are several software apps and policy management developers who claim to be able to convert web pages into PDF format at minimal cost. Why spend a lot of money trying to find out what to use when you can use this guide for free, thanks to your ACUPA
membership!
By following these steps, you will be able to convert HTML code to PDF in no time. The Adobe Acrobat-Create PDF extension tool lets you quickly convert HTML to PDF in your Google Chrome browser. The conversion process happens in seconds without
manual deletion of the HTML and CSS codes. Here’s how.
- In Google Chrome, check to see if you have the extension. Choose Settings then click Extensions. If you do not see a box with the extension displayed, skip to Step 6 for instructions on downloading the extension.
- Enable the Adobe Acrobat-Create PDF extension, by clicking the toggle switch to the right.
- Navigate to the page you want to convert.
- Use one of the following two options:
- Click on the Extensions symbol, and click on Adobe Acrobat PDF edit, convert, sign tools.

- In the pop-up box, click on Convert Web page to Adobe PDF.
OR
- Right-click on the web page, choose Adobe Acrobat: PDF edit, convert, Convert Web Page to Adobe PDF.

- Your browser will save the file according to your browser settings. Note: Design features and images on the page may not convert depending on the page coding. However, all text should convert seamlessly.
- If you need to download the extension, go to the following URL in Google Chrome: https://chrome.google.com/webstore/detail/adobe-acrobat-pdf-edit-co/efaidnbmnnnibpcajpcglclefindmkaj
- Click the button to Add to Chrome.
- In the pop-up window, click Add extension.
- The extension is automatically enabled, so you can go back to Step 3 to convert a page.
Tags:
Evelyn Vanderburg
PDF
policy library
policy process
tools
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Posted By Gina Kennedy, Northern Ontario School of Medicine,
Thursday, April 14, 2022
Updated: Wednesday, April 13, 2022
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A Practical Look at Committee Efficiency and Development
Think back to a time when you were on a committee that was poorly run or just plain bad. How did you feel?
An important and productive tool for an association, board or council is the work of a committee. Committees are indispensable, enabling work to get done in the most efficient manner. It is also true that committees (and meetings) can eat up countless hours while not accomplishing the intended goals and outcomes. A committee: “A group of people who talk for hours to produce a result called minutes.” (A. D., quoted in READER'S DIGEST, 5/76.)
Like that of policy creation, how do you create an effective committee? Is it the people? Is it the meetings? Is it the directive?
Committees don’t work well when there is:
- Lack of goals both short and long term
- Reliance on bad information (not enough)
- Inability to focus on the right issues
- Poor involvement or incorrect membership
- Lack of clear purpose
Committees can benefit from many of the same approaches and tools that make board meetings more effective---an overview by the committee chair at the beginning of each meeting, a strategic focus for discussions, prioritized agendas, annual calendar of committee meetings and major decisions, consent agendas, and evaluation of the committee and the meetings.
For me its all that and a little bit more. Committee creation, development and maintenance is no different than that of creating a policy or procedure. First, I ask why (sometimes a few times)? Then I begin the development phase and population stage, then there is review and maintenance.
Like a policy or procedure, many times lack of attention or attendance is due in part from lack of review and reflection of the purpose and mandate.
What makes a term of reference effective?
- Does it clearly describe the purpose?
- Does it define the roles and accountabilities for everyone---members, administration, and support?
- Is it collaboratively developed with input and approved by the authority body?
- is it easy to read and understand?
- Is it fluid and does it evolve with the nature of the work and organization?
- Do you use a consistent template and process as the rest of the organization?
For me, the basic purpose of a committee is to determine, through a collective wisdom and research, the best solution to assist leadership in the decision-making process. There are many elements that will directly impact a committee’s ability to be successful. Once
you have the overall purpose and function of the committee, a key is the right membership and understanding of the purpose.
Have you thought about the different experiences and diversity that are needed to do the work of the committee and how the members will be recruited? Are the members on fixed terms or will there be opportunities to refresh the membership to offer a balance of experience and fresh perspective?
Have you provided roles and accountabilities for the committee and the members so that they can know what to expect?
What is the role of the chair, do you have a vice chair (co-chair) to help with responsibilities? Leadership is important, with a chair, having a back up, each position has a role to avoid the situation of ‘cracks in the sofa cushions,’ which could happen in situations where there are changes.
With a clear mandate and function, the committee should align itself with the overall strategic initiatives and follow a clear and transparent path. It’s not all about the terms of reference document, but it’s the start.
As you can see, the important details of developing strong, functional committees are like that of developing policies, having efficient and effective terms of reference can help set your committee and organization for success. Have
you looked at the terms of reference lately? Is your steering committee steering?
Tags:
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Gina Kennedy
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Posted By Stefan Fletcher, University of Wisconsin,
Monday, March 14, 2022
Updated: Friday, March 11, 2022
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A Continuous Improvement Approach to Policy Management
This post is co-authored by Stefan's colleague Erin Hastey,
Project Assistant for Administrative Policies and Special Projects at
the University of Wisconsin.
In an effective policy administration system, policies are regularly reviewed and revised to align with our institutions’ missions and implementation needs. That same emphasis on review and revision applies to our policy management processes. In the University
of Wisconsin (UW) System, we follow these guidelines to facilitate continuous improvement.
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Appropriate policy work channels
Policy owners are our subject matter experts, and we leverage their expertise for maximum impact. At the UW System, we do this by having two, separate policy review committees: one for academic and student affairs policies, and another for finance
and general administration policies. Each committee is empowered to develop the internal and institutional review processes best aligned with their subject matter.
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Frequent requests for key stakeholder input
We cast a wide net for stakeholder input—draft policies and policy revisions are sent to administrators and shared governance groups at every institution each month. Draft policies include web comment forms through which stakeholders can submit
their feedback and see others’. Additionally, as part of our annual policy prioritization process, we survey institution stakeholders for their top policy priorities. Based on the survey results, we work with our policy owners to identify
areas most in need of attention in the coming year. This allows policy end-users to drive policy prioritization from the start.
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Regular “fresh eyes” on our process
Perhaps the most important part of continuous improvement for any process is regularly having it considered from different perspectives. At UW System, we do this in three ways:
- Attend the ACUPA conference! By sharing information about our process at conferences, we gain valuable feedback from colleagues and learn emerging best practices. The implementation of our policy equity lens was a direct result of participating
in an ACUPA conference.
- Graduate fellow program. Through the UW System graduate fellowship program, a fellow serves as our process coordinator. Graduate fellowships last one to two years, and students come from diverse backgrounds and programs of study. This gives
us a new perspective on our process at least every two years.
- Get “familiar eyes” on our process too. While it’s important to get new perspectives, we also benefit from the perspectives of those most familiar with our process. To this end, we survey our policy owners and end-users at least biennially
to get their recommendations for improvement.
Questions to inform continuous improvement for your process:
Key stakeholders: Who are the key stakeholders in our policy management process, and how do we engage them? Do we seek their feedback on our process as well as our policies? How does our process support their (and ultimately, students’) success?
Peer benchmarking: When did we last review our peers’ policy management processes, whether through conferences, research, or direct outreach? What questions or new ideas did that prompt with respect to our process?
ACUPA: How have we taken advantage of our ACUPA member resources to improve our process? What’s one resource we could utilize in the next month?
Tags:
benchmarking
continuous improvement
Erin Hastey
improvement
input
perspectives
policy administration
policy management
policy review committees
policy work channels
prioritization
reviewed
revised
stakeholder
Stefan Fletcher
University of Wisconsin
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Posted By Deborah Bartlett, Washington State University,
Monday, February 14, 2022
Updated: Friday, February 11, 2022
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Framework Recommendations Instead of Templates In conversations and webinars with other policy administrators, the debate about whether or not to use templates for writing and developing policies continually comes up. A number of institutions mandate the use of one or more templates for their users who want to develop policy and/or procedures documents.
I've worked for the past 25 years in the administrative policies office for Washington State University. We've chosen not to use a template for developing the administrative policies and/or procedures our office publishes. We do have a style guide, but it’s mostly involved with formatting and layout so that sections and policies have a uniform “look.” Our choice has predominantly been based on the idea of providing flexibility to our subject expert departments as they update or add new sections to our long-established administrative policy manuals. In accordance with WSU's executive Policy on Policies (EP5), departments may begin development of their administrative policy/procedure rough drafts prior to bringing my office into the process or may request our assistance with developing the drafts from the beginning. As subject expert administrators get started, we do occasionally get requests for policy framework guidance from those who are new to policy writing and development. Here’s a general outline that my office recommends for writing a new policy or policy/procedure section for placement in one of our administrative manuals: - Overview and/or Policy Statement
It’s sometimes useful to have both. If a section is especially long, placing a set of links to subsections in the document in the overview can be useful. For examples, see the beginnings of WSU's policy sections EP8 and EP38.
In a section that's predominantly procedural, an overview might be more appropriate as a place to provide a summary of or references to the applicable policy.
- Purpose
A purpose statement provides a brief description of the purpose of the policy and/or activity. In some cases, a purpose statement is provided in an overview or policy statement.
- Scope
A scope statement describes the limitations or boundaries of the policy/procedure. Some writers choose to combine scope statements/subsections in either an overview or policy statement or within an applicability statement.
- Applicability
An applicability statement or subsection describes the members of the institution's community (internal and/or external) directly impacted by the policy and/or expected to follow the policy/procedures.
- Roles and Responsibilities
Roles and responsibilities statements provide a summary of the actions and/expectations each employee or role category is expected to fulfill with relation to the policy/procedures.
- Requirements
Policy requirements are provided in this subsection. If procedures are included, any required procedural steps would be provided in the order the actions are to occur.
- Procedures (if applicable)
Some institutions choose to keep policies and procedures separate. At WSU, we have quite a number of combined policy and procedures sections in our administrative manuals. For the most part, we recommend publishing procedures and policy/procedures within our business and safety manuals. However, we do have a small number of executive policies in which the executive administrators insisted upon including both policies and procedures.
- Definitions
We recommend providing definitions applicable to the policy/procedures in their own subsection, especially if terms are used that are specific to a subject and/or include jargon. If there are only one or two terms that need to be defined, the definitions may be included directly with the reference.
If this subsection is short, it might be placed after the applicability statement. However, if the definitions list is longer than a page, we often recommend placing the subsection at or near the end and providing an internal document link and/or reference, if needed, earlier in the policy.
- Additional Resources
An additional resources subsection provides descriptions or lists and references (e.g., website URLs) including, but not limited to, supporting department contacts, state and federal agencies' websites, other supporting or related institutional policies and procedures.
Every policy office and institution handles their policy development process differently, and there's really no right or wrong answer. Does your institution mandate policy/procedure templates? Or make framework recommendations? Things to consider for both you and your users… NOTE: ACUPA members have access to a number of resources, including templates, samples, and other tools that you may find useful in writing and developing your policies and procedures. To access the Templates and Tools under the Resources tab, sign in as a member.
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Posted By Jessica Teets CCEP, Purdue University,
Tuesday, January 11, 2022
Updated: Tuesday, January 11, 2022
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Seemingly Similar Words Can Be Very Different
Policies would not exist without someone to write them. That may or may not be your responsibility. Once they’re written, they need to be reviewed—for content, accuracy, use of template, comprehension, and grammar. If you are involved in policy administration,
some aspect of review is bound to be your responsibility. My job affords me the opportunity to both write and review policies to one degree or another, so I see examples of good writing and not so good writing all the time. A common mistake I see
when reviewing policy drafts is using one word to mean another. Let me explain what I mean…
Ensure/Insure
These two words used to be synonyms. However, sometime in the 1800s, as insurance policies became more common, the definitions diverged.
- Insure means to have some kind of financial backing for the potential loss of an asset, your health or life, etc. It should only be used when referring to insurance.
- Ensure means to make a promise or guarantee that something will happen.
- Examples:
- The real estate agent recommended we insure our barn.
- The vice president for human resources will ensure that background checks are conducted on all new hires.
Since/Because
Most people say the word “since” when they mean because. For this reason, acceptance of the two words as synonyms in dialogue is growing. However, when writing formal documents like policies, the difference between the words should be recognized.
- Since refers to a period of time between two events or from the last occurrence of an event.
- Because refers to the reason for something happening.
- Examples:
- Since the last time employees had training, the regulations changed.
- Because the regulations changed, employees will be required to go through training.
That/Which
The difference between these two words often comes down to a comma. Both are used to provide further explanation of something, but one is used when the explanation is essential to the understanding of what is being described, and the other provides nonessential
information.
- Use that when the information is essential, and do not use a comma.
- Use which when the information is nonessential, and put a comma before it.
- Examples:
- Information Technology is responsible for maintaining the system that employees use to submit travel requests.
In this sentence, without the information after the word “that,” IT would not know which system it has to maintain.
- Employees must use the travel system, which is maintained by Information Technology, to submit travel requests.
In this sentence, who maintains the system is irrelevant to the employee’s understanding of how to submit requests.
He/She/They
This is another example of language changing with culture. Once upon a time, we used “one” as the pronoun for anyone. “He” also was acceptable as a less formal option to refer to persons of any sex. As times changed, and women demanded more equality,
we began to use “he or she” or “he/she.” As Bob Dylan sang, “the times they are a-changin’” once again, and a more inclusive pronoun is “they.” However, many grammar wonks are not comfortable using a plural pronoun when the noun it describes is singular.
Here are some options that may help make everyone happy.
- Use the word “individuals”
- Instead of: An employee must include their date of hire on the form.
- Write: Individuals must include their date of hire on the form.
- Omit unnecessary pronouns
- Instead of: The vice president, or their delegate, will review the application.
- Write: The vice president, or designee, will review the application.
- Restructure the sentence
- Instead of: When the employee returns from leave, they will need to provide documentation to their supervisor.
- Write: Employees need to provide documentation to their supervisors upon returning from leave.
Word usage and the ever-changing rules that apply to the English language fascinate me. Language is a living, breathing organism that grows and morphs as culture demands. This can make it difficult to keep up with the rules. Are there any examples you have come across in your work?
Tags:
editing
Jessica Teets
policy review
Word tips
wordingg
writing
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Posted By Lisa Biagas, Pennsylvania Academy of the Fine Arts,
Tuesday, December 14, 2021
Updated: Monday, December 13, 2021
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Reevaluating Your Values and Codes of Conduct
I imagine each of your campuses has a values statement that highlights what you aspire to be and how you want to live your values. I
also imagine many of your campuses needed to rethink their values in light of Black Lives Matter, the pandemic or anti-Asian violence. How did your campus navigate using terms like ‘people of color’ and BIPOC or anti-Asian or AAPI?
For some campuses, their values statement provides organizational clarity in moments of crisis. While
others might need to reevaluate their statement to address incongruence between its aspiration to living their values through the code of conduct and what is actually happening in the community. This
means that we need to turn our values into behaviors and actions that positively impact the language we use, how we treat each other, how we see the world, and what is unacceptable.
Why are values so important?
Values guide our strategies, policies, practices and behaviors. They send a consistent message to our colleagues and other stakeholders. They remove ambiguity. They define what is important to us. Researchers
such as Collins and Porras have found that values can inspire discretionary effort, particularly when there is a good ‘cultural fit’ between the organization and its workforce. But we must see the relevance of the values to our interconnectedness
for this to happen. We must know what the values mean in practice. People pick up on signals, both big and small, about how to behave, so any behavior that is inconsistent with the values should be stopped. Recruitment, onboarding
and community dialogues help to reinforce the values and build understanding of them.
But, having values isn’t enough, particularly if we want to create the inclusive communities with a sense of belonging that we’re striving to become. To outline how to live our values, we need a code of conduct that serves as an official commitment to the communities we serve about the behaviors we expect. You
know the saying, ‘are you walking the walk and talking the talk?’
Tips for your campus code of conduct
How can your campus code of conduct be integrated into your community, that is proactive and supports a healthy culture? I offer
a few tips below.
- Outline a code of conduct that flows from and advances your mission and values.
- Assess your campus’ risk.
- Engage a committee of stakeholders to review its relevance and resonance to social or racial justice.
- Incorporate how to exercise good judgment in decisions and actions:i.e., respect; diversity and inclusion; anti-discrimination, harassment, and bullying; handling conflicts of interest; health and safety; and political activity.
- Publish the code of conduct information in different formats and languages to make it easier to retain and be able to recall important code concepts.
- Create interactive content to provide easy access to information and training.
- List how to report violations, including phone, web, text and anonymously.
- State the possible sanctions for unacceptable behavior.
If you find your campus is trying to embody the values, policies, and practices that are discussed here. Please look to your values statement and code of conduct as
a place to start. Our campuses must be blended voices of various stakeholders bound together for a common purpose and woven together as the fabric of community, regional and national reflection and discourse. How
else can we put our values into action?
Tags:
code of conduct
engaging community
Lisa Biagas
organizational clarity
proactive
remove ambiguity.
strategies
values
values statement
values statements
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Posted By Gina Kennedy, Northern Ontario School of Medicine ,
Wednesday, November 10, 2021
Updated: Tuesday, November 9, 2021
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Why effective communication is an essential skill in today’s changing virtual workplace First, I must start this off by saying that I am not your ordinary policy administrator, and if you are expecting a how-to-write policies blog entry, I must tell you I really tried. As I sit down and put pen to paper on essential ‘what do to when your policy goes wrong’ or ‘writing the perfect EDI statement,’ I find that I get writer’s block. Maybe because I do this every day—and more so because of the multifarious interests and activities in which I have immersed myself over the years—that I want to write about other skills needed in our ever-changing positions that heighten and brighten our roles. The COVID-19 pandemic has presented many with a unique opportunity to reinvent our workplace. For most organizations, the future involves a blend of remote and on-site work. This impact throws us policy administrators into presenting and meeting online, where normally we work behind the scenes. Even with my years as a Toastmaster, I still find that the new challenges of hybrid workplace models and endless virtual meetings has presented new trials and experiments and that my speaking skills are put to the test at every meeting. Have you been asked to present ‘off the cuff’ in a meeting, or forced into the limelight now that you are virtual? Have you been in a meeting where you were on mute (but kept talkin’), where a pet took over, or your presentation online just didn’t go as planned? In a recent meeting, I witnessed a Zoom gone wrong for several reasons. A professional team uhm’d and ah’d their way through a meeting, coupled with some beard picking and the awkward ‘hot potato’ answer that made the meeting seem to go on forever. “I’m sorry, you go.” “no sorry..I…” Well,” …. 5 voices speak at once … then suddenly ‘crickets”. I think it would have added that spark to the meeting if a pet were to take over the screen, but it didn’t happen. When you present virtually, there are more nuances to showing a polished professional presence—a manner that reflects poise and professionalism, confidence, and capability. Your presentation is all ready to go, but you aren’t. During this time when virtual meetings and online conferences have become the norm rather than the exception, those nuances are worth exploring. While its valuable to work within the parameters of our jobs, speaking and communication skills are essential and sometimes a forgotten art. Here are a few simple reminders: Imagine your audience and know your audience. Get to know who is in the meeting or call and if you don’t know who they are, then imagine you have a friend in the call and talk to them. I will elevate your presence and knowing your audience is essential to a professional image. Watch your background. What can people see behind you? Unmade bed? Not so great. Walk around your office or house and find a pleasant, not too distracting background or put a background on. Adjust your lighting. The light source should come from in front of you. Avoid backlighting – which can make you look like a scary silhouette. Raise your computer. The most flattering angle for the camera to capture your face is from the same level or a little above your face Dress the part. Even though participants can usually only see you from the shoulders up, wear something that looks great on you from head to toe, the better your posture will be and the better you’ll feel, in general. When you feel better, you’re a more relaxed and a more confident presenter. Watch your eyes. When you’re looking at the little black dot (the camera) at the top of your computer screen, your audience will feel like you’re looking at them. If you need to look elsewhere – like on your computer or on your actual desk to refer to your materials, that’s fine. Just make sure that every so often you look at the camera. Watch your hands. Remember that your hands and gestures, playing with your outfit and your hair or beard is very distracting and no matter whether you are in front of an audience or on a video call, be aware of your ‘presenters ticks’ that turn your audience off. If you must scratch, turn off your video. Be Ready. If you are asked an impromptu question and don’t have the answer, defer it by saying “that is a great question, how about I find the answer for the committee and circulate after the meeting or later in the meeting” or “repeat the question, if I understand you correctly… (while doing that you can find your answer). Be honest, if you missed the question, say I’m sorry could you repeat that question and don’t forget to let the moderator know when you have stepped away.
Be patient with yourself and your fellow presenters and learn more about cross-cultural communication skills. There is a great article on Avoiding Cross-Cultural Faux Pas that may help you avoid unintended or embarrassing mistakes with team members from different countries. Learn to create your own opportunities, attend a workshop, or join a Toastmasters Club to hone your skills even further. Speaking in front of audiences (in person or virtual) is not for everyone, which is why it is essential that you broaden your horizons and take your talent to the next level. You and your future Zoom audience will be glad you did!
Tags:
communication
communication skills
cross-cultural
effective communication
essential skill
ffective
Gina Kennedy
hybrid
online
on-site work
pandemic
present virtually
remote work
virtual meetings
Zoom
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