Strategies for Effective Virtual Team Check-Ins

One of the hardest balances to master as a leader is staying informed about your team’s work without crossing the line into micromanaging them. You want to support them, remove roadblocks, and guide outcomes without making them feel like you’re hovering. Here’s a framework I’ve found effective for maintaining that balance: 1. Set the Tone Early Make it clear that your intent is to support, not control. For example: “We’ll need regular updates to discuss progress and so I can effectively champion this work in other forums. My goal is to ensure you have what you need, to help where it’s most valuable, and help others see the value you’re delivering.” 2. Create a Cadence of Check-Ins Establish structured moments for updates to avoid constant interruptions. Weekly or biweekly check-ins with a clear agenda help: • Progress: What’s done? • Challenges: What’s blocking progress? • Next Steps: What’s coming up? This predictability builds trust while keeping everyone aligned. 3. Ask High-Leverage Questions Stay focused on outcomes by asking strategic questions like: • “What’s the biggest risk right now?” • “What decisions need my input?” • “What’s working that we can replicate?” This approach keeps the conversation productive and empowering. 4. Define Metrics and Milestones Collaborate with your team to define success metrics and use shared dashboards to track progress. This allows you to stay updated without manual reporting or extra meetings. 5. Empower Ownership Show your trust by encouraging problem-solving: “If you run into an issue, let me know your proposed solutions, and we’ll work through it together.” When the team owns their work, they’ll take greater pride in the results. 6. Leverage Technology Use tools like Asana, Jira, or Trello to centralize updates. Shared project platforms give you visibility while letting your team focus on execution. 7. Solicit Feedback Ask your team: “Am I giving you enough space, or would you prefer more or less input from me?” This not only fosters trust but also helps you refine your approach as a leader. Final Thought: Growing up playing sports, none of my coaches ever suited up and got in the game with the players on the field. As a leader, you should follow the same discipline. How do you stay informed without micromanaging? What would you add? #leadership #peoplemanagement #projectmanagement #leadershipdevelopment

Hybrid Meetings ≠ Inclusive Meetings. I’ve lived it - and here’s 5 practical tips to ensure everyone has a voice, regardless of location. I spent more than 10,000 hours in hybrid meetings while as a remote leader for The Clorox Company. I was often the 𝘰𝘯𝘭𝘺 remote attendee - while the rest of the group sat together in a conference room at HQ. Here’s what I learned the hard way: 𝗠𝗲𝗲𝘁𝗶𝗻𝗴𝘀 𝗱𝗼𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗺𝗼𝘃𝗲 𝘄𝗼𝗿𝗸 𝗳𝗼𝗿𝘄𝗮𝗿𝗱, 𝘁𝗵𝗲𝘆 𝘀𝗵𝗮𝗽𝗲 𝘁𝗲𝗮𝗺 𝗰𝘂𝗹𝘁𝘂𝗿𝗲... ...by showing who gets heard, who feels seen, and who gets left out. If you're leading a distributed or hybrid team, how you structure your meetings sends a loud message about what (and who) matters. 𝟱 𝘁𝗶𝗽𝘀 𝗳𝗼𝗿 𝗱𝗲𝘀𝗶𝗴𝗻𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗮𝗻𝗱 𝗶𝗻𝗰𝗹𝘂𝘀𝗶𝘃𝗲 𝗵𝘆𝗯𝗿𝗶𝗱 𝗺𝗲𝗲𝘁𝗶𝗻𝗴𝘀: 1️⃣ 𝗗𝗲𝘀𝗶𝗴𝗻𝗮𝘁𝗲 𝗮 𝘀𝘁𝗿𝗼𝗻𝗴 𝗳𝗮𝗰𝗶𝗹𝗶𝘁𝗮𝘁𝗼𝗿 – who will actively combat distance bias and invite input from all meeting members 2️⃣ 𝗔𝘀𝘀𝗶𝗴𝗻 𝗮 𝗽𝗿𝗼𝗱𝘂𝗰𝗲𝗿 – to monitor the chat and the raised hands, to launch polls and to free up the facilitator to focus on the flow 3️⃣ 𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗹𝗼𝗴 𝗶𝗻 - so that there is equal access to the chat, polls, and reactions 4️⃣ 𝗕𝘂𝗱𝗱𝘆 𝘀𝘆𝘀𝘁𝗲𝗺 – pair remote team members with in-room allies to help make space in the conversation and ensure they can see and hear everything 5️⃣ 𝗣𝗿𝗲𝗽 𝗮 𝗯𝗮𝗰𝗸𝘂𝗽 𝗽𝗹𝗮𝗻 – be ready with a Plan B for audio, video, or connectivity issues in the room 𝘞𝘢𝘯𝘵 𝘵𝘰 𝘵𝘢𝘬𝘦 𝘵𝘩𝘪𝘴 𝘦𝘷𝘦𝘯 𝘧𝘶𝘳𝘵𝘩𝘦𝘳? 𝗧𝗿𝘆 𝗮 𝗗𝗶𝗴𝗶𝘁𝗮𝗹-𝗙𝗶𝗿𝘀𝘁 𝗺𝗲𝗲𝘁𝗶𝗻𝗴. If even one person is remote, have everyone log in from their own device from their own workspace to create a level playing field. 🔗 𝗚𝗲𝘁 𝗺𝗼𝗿𝗲 𝘁𝗶𝗽𝘀 for creating location-inclusive distributed teams in this Nano Tool I wrote for Wharton Executive Education: https://lnkd.in/eUKdrDVn #LIPostingDayApril

I’ve been thinking a lot about the 90 minute virtual meeting paradox. We spend the first 30 minutes on welcoming everyone and introductions, the next 15 on framing, and then a few people share thoughts. Then, just when the conversation gets meaningful, the host abruptly announces "We're out of time!” and throws a few rushed closing thoughts and announcements together. Sound familiar? We crave deep, meaningful, trust-based exchanges in virtual meeting environments that feel both tiring and rushed. It seems like as soon as momentum builds and insights emerge, it’s time to wrap up. Share-outs become a regurgitation of top-level ideas—usually focused on the most soundbite-ready insights and omitting those seeds of ideas that didn’t have time to be explored further. And sometimes, we even cite these meetings as examples of participation in a process, even when that participation is only surface level to check the participation box.  After facilitating and attending hundreds (thousands?) of virtual meetings, I've found four practices that create space for more engagement and depth: 1. Send a thoughtful and focused pre-work prompt at least a few days ahead of time that invites reflection before gathering. When participants arrive having already engaged with the core question(s), it’s much easier to jump right into conversation. Consider who designs these prompts and whose perspectives they center. 2. Replace round-robin introductions with a focused check-in question that directly connects to the meeting's purpose. "What's one tension you're navigating in this work?" for example yields more insight than sharing organizational affiliations. Be mindful of who speaks first and how difference cultural communication styles may influence participation.  3. Structure the agenda with intentionally expanding time blocks—start tight (and facilitate accordingly), and then create more spaciousness as the meeting progresses. This honors the natural rhythm of how trust and dialogue develop, and allows for varying approaches to processing and sharing.  4. Prioritize accessibility and inclusion in every aspect of the meeting. Anticipating and designing for participants needs means you’re thinking about language justice, technology and materials accessibility, neurodivergence, power dynamics, and content framing. Asking “What do you need to fully participate in this meeting?” ahead of time invites participants to share their needs. These meeting suggestions aren’t just about efficiency—they’re about creating spaces where authentic relationships and useful conversations can actually develop. Especially at times when people are exhausted and working hard to manage their own energy, a well-designed meeting can be a welcome space to engage. I’m curious to hear from others: What's your most effective strategy for holding substantive meetings in time-constrained virtual spaces? What meeting structures have you seen that actually work?

Yesterday afternoon we held our monthly CS Leadership Roundtable on Managing Remote Teams. During our discussion, Olha posed a question about balancing the need for alignment through meetings with remote CS teams and avoiding meeting overload and burnout and Debbie asked me to post my response here. This is an expanded version of what I was talking about during the webinar. 🤔 The Remote CS Team Meeting Paradox 🤔 Remote customer success teams face a brutal paradox: You need alignment to prevent silos, but meeting overload kills the collaboration you're trying to build. 🏁 Here's how the best CS leaders are solving it: The 50/25/15 Rule → 50% reduction in standing meetings → 25% converted to async communication → 15% reserved for true collaboration Meeting Hierarchy That Actually Works 💥 Weekly: 30-min team sync (wins, blockers, knowledge sharing) 💥 Bi-weekly: Customer portfolio reviews 💥 Monthly: Strategic planning + team building 💥 Quarterly: Deep relationship building 💥 Daily meetings? Only for crisis management. Async-First Wins ✅ Shared customer health dashboards ✅ Weekly Slack updates vs. status meetings ✅ Recorded video updates for complex situations ✅ Collaborative docs for ongoing projects The Well-being Integration: ✔️ Focus Fridays - No internal meetings ✔️ Morning protection - Deep customer work until 10 AM ✔️ Buffer time - 15-30 minutes between meetings ✔️ Energy management - Alternate heavy/light meeting days Watch for These Red Flags: Over-meeting symptoms: 🚩 Team multitasking during calls 🚩 "Quick calls" multiplying outside scheduled time 🚩 Complaints about lack of customer focus time Under-alignment symptoms: 🚩 Duplicate work across accounts 🚩 Missed expansion opportunities 🚩 Knowledge hoarding between CSMs The bottom line is that you want to create a culture where people want to collaborate because it makes their job easier and customers more successful, not because they're required to attend meetings. When alignment serves customer success, it becomes energizing rather than draining. What's your biggest meeting challenge with remote CS teams? Drop it below - let's crowdsource solutions 👇