Today we have a guest post from Gene Marks.  Gene, an idiot, is also an author of four best selling small business management books and a frequent online columnist for Forbes.com, Businessweek.com and American City Business Journals.  Gene owns The Marks Group PC, a ten-person CRM and Financial consulting firm located in Bala Cynwyd, PA.

I am a remote worker.  And I am an idiot. 


I'm also the owner of a small business and everyone in my company also works remotely.  We used to have an office.  We now have a virtual private network supported by a local IT firm.  



And now Windows 7 is released.  Now that really sucks for my IT firm.

My ten person company is no different than many other small businesses around the world.  Most of the businesses my size are still in Windows XP Land. That's because they were smart enough to stay away from Windows Vista and all of its shortcoming.  I recently read Windows Vista has been adopted by only 8.8% of potential users.  At the same stage in its lifecycle Windows XP had been adopted by 87.1% of potential users.  



The bad news is that I've been told that my company is going to have to migrate to Windows 7 in the next year or two.  Citrix Online recently conducted a poll of 200 IT professionals in the SMB world and found that 42% of them expect Windows 7 will have "more than a small impact" on their operations next year.  And at the same time, only 13% of these guys plan on hiring extra staff to help migrate their clients to the new platform. 



I've got everything PERFECTLY organized on the computer I've been using for the past five years.  Upgrading me will not be fun.    



Thank God for GoToAssist.  Whether I decide to upgrade my existing computer (unlikely) or get a new computer (probably, but it still kills me to do so), my IT guys will be using GoToAssist to take control of my system.  This way I can turn my computer on while they connect and do what they have to do to configure my system. 



And thank God for GoToMeeting.  Because even before I let my IT guys touch my beloved, perfectly configured and trusted Windows XP workstation, I'm going to need to have an infinite number of conversations with them. With GoToMeeting, my IT guys can show me what I'll be expecting to see on my screen and how they're going to get me there. 



The research firm Forrester says that there are about 34 million "teleworkers".  They say that by 2012 enterprise mobile workers will make up 73 percent of the workforce.  My IT firm, and many IT firms like them, will have their hands full supporting idiots like me when we all have to upgrade to Windows 7.  They're going to need all the remote tools they can get their hands on.  



By the way I forgot about one other remote connection tool.  That's GoToMyPC.  I'll be using it to connect to my old Windows XP box which I fully intend to keep up and running.  Just in case Windows 7 hiccups.  Hey, maybe I'm not such an idiot after all!

If you want to read more detail about Windows 7 migration, online tools and why I'm an idiot, check out the extended version of this post, er, a whitepaper (or so I'm told): Windows 7 Migration and Online Tools.

If you're sick of reading, check out the webinar I recently was a part of: Windows 7 Nirvana Roundtable.

Photo Credit: techedlive

Recently I have been reading the Starfish and the Spider, a book I have been meaning to read for a while now.  Finally I started it and I am half way through.  As I was reading the first couple chapters there were a few things that made me think of workshifters.  In the first section of the book there is a discussion about decentralized organizations, this is where I started to see direct correlations to workshifters.  

In the book, Brafman and Beckstrom make the point that in a decentralized organization, a starfish organization, to be productive there needs to be a core set of principles that remain constant.  The best example for this is the reference to Alcoholics Anonymous.  Anyone can start a group.  However, the recovery process is exactly the same.  The core principle is the recovery process, but anyone can start a group in any place they want.  This should remain the same for any workshifter.  We should have a consistent set of core principles and/or behaviors regardless of where we are working.  

For instance, in our company, we ask all our employees to log their time in Less Time Spent so that we can manage client hours, we use Basecamp to manage projects and we meet on Skype daily with our project manager to discuss what's on deck for the day.  Those are our core principles that remain constant no matter where we are workshifting.  This is what allows us to be starfish workshifters, no matter what environment we are in we can work productively keeping our core principles in tact.

If you are thinking of allowing your team to start workshifting, you should develop a set of  guidelines that remain constant such as work product or work process.  This will allow your team to workshift while still remaining productive.  

What are the core principle that remain the same for your workshifters?

Photo Credit: Topyti

So much advice is being disseminated I thought it would be worthwhile to talk about lessons learned from the inside.  We were experimenting around with social media in late 2008.  To be honest, we were just tinkering with Twitter.  We noticed that people were having conversations about our brand and we wanted to get in on the action.  To keep this post brief, I'm going to focus specially on Twitter.
 
We started working with New Marketing Labs to help us narrow our focus, or should I say, start focusing. Lesson 1: learn how to listen.  Listening is hard.  When we started, we responded to just about every post on Twitter. There is a balance between the community being self sufficient and the company's desire to join the conversation.  We were trying not to be "that guy".  You know..."that guy", the one that brings a hundred business cards to an event and measures his success by the amount of cards he gave out.  I think, in the beginning, we were "that guy".  We measured success by the amount of conversations we were involved in as opposed to engagement with the community.
 
Twitter, to many companies, is public customer service and the Twitter public timeline is the diary.  A company's successes and failures are there for the world to watch in real time.  The companies that do it right, are the best listeners, not the best talkers.  My advice is spend 2/3 of your time listening and 1/3 engaging.  It's a simple metric which is derived from from how we listen in the real world.  As humans we have the ability to listen at 400 words per minute but we talk at roughly 130 words per minute.  That's a good guidepost as opposed to a rule.  However, some of the most useful advice comes from the people that are the faces behind the branded Twitter accounts.

Glenn Dobson manages our GoToMeeting Twitter account and he was kind enough to give me his thoughts on how to be an effective listener.  Most people that follow GoToMeeting on Twitter know Glenn as ^GD.  He is the man behind the tweets.  I believe he even had a marriage proposal on Twitter from a crazed fan.  You should ask him about it.  

Glenn's Top 5 Tips for Effective Social Listening:

1. Be genuine in your interactions: People can spot a fake and do not appreciate lip service, you could do more damage than not engaging at all.
   
   
2. Be responsive:  If you are going to offer a presence you need to be there when needed.
   
   
3. Know when to take it offline: Sometimes 140 characters are not enough to work through an issue, know when to offer a more traditional support channel so that you can resolve the issue sooner. Don't be afraid to lose the publicity of resolving the issue in public on Twitter.
   
   
4. Be open to feedback even if it's negative: All feedback is good and sometimes negative feedback is best for growth.
   
   
5. Don't feed the trolls: Everyone knows the Internet is full of trolls, no one can make them happy so sometimes the best response is none at all. Put your efforts into the people who want to work with you.
   

My Top 5 Tips for Effective Social Listening:

1. Use tools such as CoTweet and Radian6 (and hire a ^GD clone).
   
   
2. Separate support inquiries from general conversations about your brand.  Assign a specific group to manage the support inquiries (in our case, tech support and product queries).
   
   
3. Create a branded Twitter account.  List the real names and pictures of the people "on deck" as part of the Twitter profile.  This helps humanize the brand.  Check out GoToMeeting Twitter account for an example of how we're doing it.
   
   
4. Use the carrot symbol and initials to identity who is posting.  If I was posting from the branded account I would end my post with ^DB. 
   
   
5. Learn from the best.  Check out: Southwest Airlines and Comcast as just two of the many great examples available.
   

It's very likely that you and/or your brand are being talked about on Twitter.  Follow the advice that is relevant to your needs, and toss out the rest.

What are your tips for effective listening?

Photo Credit: abrinsky
 

In any relationship, trust is a critical part of the foundation. For Workshifters and the companies that employ them, working arrangements must be based on mutual trust to be successful.

Businesses need to trust their telecommuting employees aren't slacking off and are actually working when they say they're working. Workshifters, on the other hand, need to be able to trust that their physical absence from the office doesn't isolate them from the team and negatively impact their chances for growth within the company.

So what builds trust? Here are some tips from a Workshifter's perspective that may help:

For Managers:

• Maintain a sense of teamwork. Feeling as though they're part of the team can often be one of the most challenging aspects from Workshifters. Find ways to create and sustain a sense of camaraderie among your employees. One way to do this is to schedule regular team meetings, by phone, video conference or other methods.
  
  
• Assess the needs of your remote workers to determine the tools they need to succeed. This isn't going to be the same for everyone, so I recommend addressing these needs on an individual basis. If you demonstrate that you're invested in their success it will go a long way in establishing trust.
   
• Share organizational knowledge. Develop tools to keep your Workshifters plugged in. Whether it's Google Docs, a server that's accessible via a VPN client or other applications, remote workers need to be able to access organizational knowledge anytime and anywhere to be successful.
   
• Finally, be accessible to your remote team and make it a point to connect on a regular basis. This will go a long way in building the relationship with your Workshifters and building mutual trust.
  

For Workshifters:

• Establish a consistent routine so coworkers know when and where to reach you. Being predictable in your actions will build trust with the people who aren't able to observe you work every day.
  
  
• Be responsive. This is even more important for Workshifters than our office counterparts. After all, your colleagues will probably begin to wonder what you're up to if you haven't returned phone calls or checked your email all day.
   
• Deliver as promised. Although this is a bit of a no brainer, I feel it's still worth mentioning. One of the quickest ways to build trust, after all, is to deliver quality work when promised and on a consistent basis.
   
  
• Finally, go beyond emails when you're communicating with your coworkers. We all send and receive hundreds of emails a day. Go out of your way to build stronger relationships with the people you work with by picking up the phone or making time to stop in the office, if possible.
  

What are some of the tactics you've used to build trust?

Photo Credit: vagawi

A few years ago this discussion wouldn't be happening. It is (or was) the American Dream to buy a home and pay a boat load for it during the prime years of your life. The years when you are starting a family, have a secure job and could afford the nicely wrapped payments mixed between the two weeks of vacation you were given from your employer. Over the past two years the mindsets of many people (including myself) have changed.

For some, time has become more important than income and material things. Experiences, people and memories serve as souvenirs from a life well lived. No longer were we subject to the white picket fence that meant we had to settle down in one place for as long as possible.

In the workshifting, lifestyle design and internet business world, we are coming to a piece of mind that renting may actually be a better option to this lifestyle. Renting allows us the freedom to move from place to place, traveling the country or the world and putting our saved monies into other investments, or even in experiencing more things. A recent article from Housing Watch notes that "a mere 55% of adults say buying a home is the best investment families can make."

Personally, I still believe in the power of real estate investments. But my mindset in working from home, the beach or the park tells me that 6-12 month rentals are not only freeing mentally, but they can save you a ton of money in the short term to enjoy your time. I am not pretending to be an expert in real estate (I read everything I can get my hands on, but still get confused), but I can see that investing in a home that is depreciating faster than the interest is rising is not a good financial plan for my own future. Much like many of us have made the decision to work location independent, whether for a company or out on our own - we did it to better our situations in life.

A recent article from the LA Times echoes that fact for people in upside down mortgages as proposed by Professor Brent T. White:

Go ahead. Break the chains. Stop paying on your mortgage if you owe more than the house is worth. And most important: Don't feel guilty about it. Don't think you're doing something morally wrong.

Renting may be the answer, but maybe its not. In my own life, I am torn between these 2 worlds. There are benefits and advantages to both. What I want to do is turn the conversation over to the community and see what you think of the situation.  What do you think about the following questions:

• Are you renting or do you own a home?
• Have you thought of foreclosing, a short sale, etc?
• How do you manage your travel and work schedule with your living situation?

Let's learn from each other in this community. To buy or not to buy, that is only part of the question!

Photo Credit: Azhure

Now that we're just about 5% of the way through 2010, you may be at that point where some of those New Year's resolutions you made just a few weeks ago are already starting to slip.  There is still time to recover and keep to those resolutions.  But, make sure we don't make the following mistakes or else you'll certainly derail yourself:

Ten surefire ways to fail your New Year's Resolutions!

1. Make huge, unrealistic and unsustainable resolutions like "Lose 6KGs in the next 4 weeks", "join gym and go every day" or "Go to bed at 9.30pm every night without fail"
   
   
2. Make sure you set the sort of resolutions that you think you should achieve, not those that really "pull" you towards them.  New Year's Resolutions have nothing to do with who you are and who you want to become.
   
   
3. Ensure that you make at least 5 New Year's Resolutions, preferably addressing every area of your life. That'll keep you busy for this first week of January!
   
   
4. Make New Year's resolutions into your one and only chance to change your life this year.   Keep telling yourself that if you fail now, you may as well give up and accept that you'll never make those positive changes.
   
   
5. Test your resolution at every opportunity. So for example, if you've resolved to give up smoking, hang around all your nicotine pals at every opportunity.  If you've resolved to be a calm parent when your children test you, make sure you are exhausted most of the time and that you haven't met your own needs first.
   
   
6. Remember that you must do it alone.  It's not up to any of your friends or family to support you in achieving your New Year's Resolutions.
   
   
7. If you've managed to keep your New Year's Resolution through to the end of January, don't give yourself a pat on the back. You have to keep on your toes, dammit!  Just because you've managed a month that doesn't mean you should reward yourself or acknowledge your so-called achievement in any way.
    
8. Ensure that  your New Year's Resolutions fill you with horror/dread/a sinking feeling every time you think about them (all ten of them). Nothing worth achieving was ever easy, was it? No pain no gain!
   
   
9. Compare yourself frequently with other people who appear to have achieved what you are trying to achieve with your resolutions.  Remember that whatever you achieve, there will always be someone who has achieved it faster and better than you.
   
   
10. Don't prepare for your resolutions at all.
    

Of course, I don't need to tell you that, in order to achieve your resolutions, the opposite of the above ten points apply!  However, let's get the positivity flowing for 2010, shall we.  Here are the ten tips that will increase your chances of success with your resolutions:

Ten Ways to increase your chances of succeeding in your New Year's Resolutions

1. Make small, achievable resolutions.  Instead of "Never lose my temper with my children again", try a resolution that addresses when and/or why you lose your temper.  It might be because you are tired, you are in a rush, and you've got too much on.  Which resolution might you choose that addresses one of the underlying causes of you losing your temper?  
Or try a more general resolution.  Try on "Be nice to me and my kids by ensuring I get my 8 hours sleep most nights".
   
   
2. Set resolutions that are a reflection of you and your values, not resolutions that reflect someone else's values.
   
   
3. This year, just try one or two resolutions.  Once you've achieved one (maybe you could set a realistic date), then try another.  Think quality resolutions rather than quantity.
   
   
4. You're bound to have days when you do less well in keeping your resolution than you'd hoped.  Don't define such days as failure. Instead use them to reflect and learn in order to do better tomorrow.
   
   
5. Just because you don't achieve 100%, it doesn't mean you've failed the test.  Treat your new year's resolutions in a similar way. Give yourself the best chances of success by keeping temptation out of reach. If this is impossible, then make a choice as to whether a tempting situation is going to mean that your resolution is not going to be kept on that particular occasion.  If you anticipate this and give yourself permission to "slip up", then you're more likely to keep with the resolution afterwards.
    
6. You're more likely to achieve your resolution if you get support from those who want you to succeed.  Note the careful wording there - choose your support team carefully and avoid the naysayers and false friends!
   
   
7. Build in celebratory milestones and acknowledge yourself for what you've achieved at each of those milestones.  I believe that people nowadays are starved of acknowledgement, and it's important that you learn to acknowledge yourself in all areas of your life, not just for your resolutions!
   
   
8. Choose resolutions that fill you with joy, peace or pleasure at the thought of achieving them.  Put each resolution through the joy/pleasure/peace filter. If they don't meet one, bin them!
   
   
9. Remember that comparison is the killer of creativity. This is your resolution - nobody else's!
   
   
10. Prepare!  The following questions WILL of course help you to prepare effectively for keeping your resolutions:
• "How can I give myself best chances of success?"
• "What must I do more of/start doing in order to keep this resolution?"
• "What must I do less of/start doing in order to keep this resolution?"
• "Will this bring me nearer to achieving this resolution or further away?"
  

Happy New Resolutions!

Photo Credit: beX out loud

Business Week did a fascinating story about the effect of the real estate market on unemployment and economic recovery.

Twenty-three percent of all mortgagees owe more than their house is worth. In Nevada, a whopping 65% of property owners are upside-down with their mortgage. According to the article, that together with a depressed housing market, the aging population, and other factors, has led to record low mobility.

So what does that have to do with unemployment? It turns out, according to Nobel Prize-winning economist Joseph Stiglitz, that mobility is fundamental to economic recovery. If people aren't willing or able to relocate in order to find work, high rates of unemployment will continue.

That's where workshifting comes in! Bringing the work to the worker, rather than the other way around would allow people to find gainful employment without taking a bath on the sale of their home. It would also save companies a bundle in relocation packages.

Has workshifting allowed you to avoid a costly move? How else might it help speed up our economic recovery?

Photo Credit: The Shifted Librarian 

I am on a long work related trip right now.  Actually, I have four different business trips that end with the beginning of the next.  This workshifting trip will keep me away from home for 65 days.  So, naturally, I have travel on the mind. 

I have been thinking about how to remain productive while traveling, and I will probably be sharing some of the things I have learned with you in the next few posts.  Yesterday, I was at Denver International Airport and decided to post a review on TripIt, an application for travelers that allows you to easily and seamlessly build trip itineraries.  I have used this app for a long time, and find it very useful.

If you can't view this video, you can check it out over on my Vimeo channel.

Have you used Tripit or similar apps?  What are your thoughts?

Photo Credit: 704 Race

Like most of you, I travel ... A TON.  Last year, Melissa and I traveled about 55% of the year.   I absolutely adore traveling! We purposefully built our business this way.  However, one of the very difficult elements about traveling so often is being able to effectively manage your bookkeeping while on the road.  During the course of our travels last year, we became very serious about finding the best online tools to help us with this incredibly annoying problem. 

On Saturday, we are departing for a very long 62 day workshifting trip that will take us through three continents.  I thought it might be helpful to post a little video on what we use to keep our accounting in order while we are on the road.

If you can't view this video, head over to my Vimeo channel.

The three applications that I discussed during the video are:

• Shoeboxed
• LessAccounting
• FreshBooks

Are there other apps that you use?  What are some of your favorites?

Photo Credit: The Shifted Librarian

This is a guest post from Deb Brown, an internet workshifter and small business owner of www.debworks.com

An Internet Workshifter in the Hinterlands

In my county of 10,000 people, I'm a workshifter.  I bring my business to you.  I teach small businesses how to determine a social media plan that works for them, then I help them get it started and we work together to grow it. 

I meet in the local coffee shop with a client, determine what kind of assistance they are looking for, work with them to match my services with their needs and make the appointment for our first on site visit.  The coffee shop does not have internet service.  It does have a group of local people that show up there regularly for coffee.  We all know each other and believe in supporting our local businesses.  

My client wants to know how to use social media.  Should they blog?  Or create a Facebook account and reach out to the community?  We've devised a plan based on what they need, and what they can commit too.  They are not sure what kind of computer they have, but are pretty sure they have cable.  (There's my first clue.)

Are You Ready for the Surprises?

I show up on time at their office or store, with my lovely Dell Inspiron, ready to hook up to their router system.  Except they don't have one.  They have a desktop running Windows 98 in the back office.  The desktop hooks up to the phone line.  That would be dial up.  You know what internet service they use - yup, AOL.

You know the desktop has no real memory, moves slower than molasses in January in Iowa and is not equipped to work with photos, doesn't have Word - and was only really designed to be used to read email and maybe look at a site or two.  Mac?  That's the cousin who lives in Missouri.  Not a known animal in the hinterlands. 

This happens.  If you're not smart, it will happen to you a lot.  Don't give up on these rural small businesses.  They have been doing the best they know how to do with what they have.  It's YOUR job, local workshifter, to show them the way. 

Listen, Really Listen

I learned quickly to start interviewing my clients before making any kind of agreement for work. I ask a lot of questions.  I listen to the answers.    I know when I walk into that office or store exactly what kind of computer, what kind of internet service, what kind of hook up they have.  I keep The Computer Guy on speed dial.  That's our local man that provides computer repair service, new hook up service and new computers for sale.  He can be at my location within 20 minutes - ready to service the client.  He will also bill them and work with them on payment.  Who does that?  We do that in a small community.
 

A Commitment to the Community

Workershifters in a rural community have a great challenge.  We are asked to bring our friends and families into this century.  We choose to do it, because it needs to be done.  We have stepped up to the plate and expect to hit the ball out of the park.  Because that is what people in rural America do - we help each other.
 
Score.org gives these statistics for small businesses in the rural economy:
 

• Since 1969, the number of self-employed persons in rural America has increased over 240 percent to 5.3 million.
• There are more than 1.2 million rural, small businesses. 
• In the rural economy, small business comprises almost two-thirds of jobs and 90 percent of rural establishments.
• In the service sector, rural firms are particularly important where they account for 64 percent of rural jobs and 89 percent of rural establishments.
• It is estimated that by 2015, one in three persons in rural America will be self-employed in some capacity.
  

We have a commitment to the community.  This workshifter is determined to work with the small businesses where she lives to keep our community vibrant, exciting and growing.

Photo Credit: David Michael Morris

This was originally posted over on [justinrlevy.com] but I thought that it would be helpful to you as well. This gear bag isn't just applicable for CES. A light, mobile gear bag can be a great option for any long day such as a conference, walking through the city, or any other time where you'll be on your feet for a long time but need to get work done.

So, I'm here in Las Vegas gearing up for the start of CES 2010. Since this is my 2nd year attending CES, I wanted to share with you some advice as well as what I'll be carrying in my gear bag to help keep me connected without creating unnecessary weight.

If you can't view this video, check it out over on my YouTube channel.



Did I leave anything out? What are some of your tips for surviving CES?

Being in the web conferencing / workshifting space I hear a lot of discussion around the topic of Unified Communications (UC), and plenty is being written about it.  In a recent article from CNN, Citrix Online was highlighted for its performance in the market. While this is very noteworthy (more so because I work there), it is the direction of the market, and more importantly, the view point of the end user that I'm most interested in.
 
In my role I have the opportunity to interview customers and non-customers alike.  One message resonates above all others, and that is simplicity.  No matter how cool your latest augmented-reality, real-time, location-based, cloud computer widget is; it doesn't mean squat unless it's easy to use.
 
Customers want unified services but only as long as the integration doesn't add complexity and improves the experience.  A good example of this is iGoogle.  I have my calendar, docs, etc., all in one easy place.  The experience is not defined by the tool(s), it's what you are doing when you use the tools.  Striving to create a unified experience is more important then Unified (ubiquitous) Communications.  One of the best examples of this is the iPhone.  The applications improve the user experience.  That experience is so important that people make a conscience tradeoff in value, i.e.., dropped calls.
 
How does this apply to workshifting? Improving the experience of workshifters should be the goal of those striving for Unified Communications.  To accomplish this, companies need to be asking the right questions around the experience, and stop selling tools and start selling solutions.  If you're a technology slinger, a musician, a hotel, an airport....we are all in the Unified Experience business.
 
Here's an example of when the Unified Experience fell apart.  I recently attended Jeff Pulver's 140Conf LA Meetup.  Since I knew it would be a long night, I booked a room at the local Marriott.  I made sure they had Wifi and a business center so all I packed was my toothbrush and my iPod Touch.  While I was there I could not get their WiFi to work, ever, and I needed to get to my desktop at work but they blocked GoToMyPC...gasp. My last resort was our corporate webmail which worked, but I still couldn't get to my applications.  I have some stuff in Google and that helped a bit, but overall my experience was bad.  It was a real challenge to workshift.  
 
The calamity of technology failures created a bad experience.  I'm sure each vendor will say, "if you'd only done this...". What it comes down to is the technology at the hotel failed.  Instead of focusing on the user's needs (mine) they were hell bent on locking down their network.  The hotel didn't focus on the experience.  They thought that providing the tools was enough, as opposed to focusing on how the tools would be used then developing a solution to support the experience.
 
I know it sounds like I'm picking on Marriott...I'm really not.  I have stayed at their hotels many times and will continue to do so.  It just happens to be my most recent experience.  But it demonstrates that we are all in the Unified Experience business.  To steal a phrase from Gary Vaynerchuk: "don't get romanced by the tools". The tools (I.e., Twitter, Facebook, etc.) will come and go.  Focus on developing tools that complement and enhance the experience.  
 
Workshifters unite for a Unified Experience.  To accomplish this, you should be vocal.  Guest post on Workshifting and other blogs, shout-out on Twitter, and talk about your experiences, but don't just complain.  Offer up some solutions.  I don't care how crazy they may be.  Be an effective voice and lets work together for a better (unified) experience.
 
Over the weeks and months to come I'll be interviewing execs at Citrix Online and other companies, so you can listen to their opinions too.  
 
What are your thoughts on this?
 

Do you workshift while on vacation?  What tips would you suggest to others?

Photo by: melissaleon