Five Things to Remember: Building Trust Through Communication in a Virtual Business World

By: Becky Pearson

“Teamwork begins by building trust.” – Patrick Lencioni

Numerous events and shifts over the last several years have certainly changed how we all work – and how we all work together. The COVID-19 pandemic meant we were working from home, adapting to a remote work schedule, juggling family and work obligations, all while trying to stay safe and provide a “normal” environment for ourselves and our family.

Nothing about these last couple of years has been normal - even if normal is all a matter of perspective. The way teams communicate has changed. Many of the shifts we’ve all experienced have been for the better. We’re now adept at working both remotely and in person and for those of us who balance both, the dynamics of each option often play off of one another with positive results. 

Communication amongst teams and the individuals making up those teams has never been more important. Now, more than ever, it is critical that hiring managers, team leaders, and those new team members joining an organization, remain aware of how and when they communicate. It is impossible to over-communicate in the early stages of any working relationship, since it is communication that builds trust. Without that good communication, we’re all left guessing and assuming.

Given the importance of communication across all teams and channels, the following five key points are helpful reminders to teams working to build trust at any stage of development:

  1. Identify communication styles during the hiring process (or as early as possible in the working relationship)

    During the interview and assessment process, be sure to discuss communication styles and expectations and how those styles, if different, can work together. If you are someone who prefers to pick up the phone to talk in real-time while you verbally process information, you may find it more difficult to build trust with someone who prefers  written communication as their primary mode for sharing information as this difference in communication style can be frustrating for all parties.

    Understanding and then, where needed, working with one another or with a coach to recognize, discuss, and make a plan to move forward, will be imperative for those team members working with others whose preferred communication styles are different from their own. Through those discussions, the focus should remain on business (rather than the personal) and the players should keep in mind that there is not one “better” communication style than another.

  2. Use the tools, find the balance

    Technology can be helpful in providing tools to help those on opposite ends of the communication preference spectrum to successfully work with one another and maintain respect for one another’s ideal communication style. Voice notes, or sending audio messages through a communication platform like Slack, and other collaborative platforms are good options for meeting in the middle when it comes to communication.

    Keep in mind that regardless of how you and your colleagues communicate, you are all looking to efficiently and effectively work toward the common goals of the organization. Even the best and most established of teams benefit from looking into new-to-them options. Technology can help make teams great – we encourage you to go out and find the tools that work best for you!

  3. Remember the basic tenants of human communication

    When alone in our home offices, it’s easy to get lost in our own projects and priorities. Even though we may not be going into the office together every day, we should not forget that part of building trust is getting to know one another. Popping into Slack or email, as well as the tried-and-true option of picking up the phone or embracing the Zoom room for a coffee or cocktail hour now and then, provide ample opportunities to get to know and keep in touch with colleagues.

    As humans, most of us appreciate being able to share bits about our lives outside of work, especially with those we trust. A key part of any relationship is sharing commonalities, perspectives, and giving and receiving support. Even though we may sit in different parts of the country, it is still important to find time to gather, share, drop in and say “hello,” and be there to lift each other up.

  4. Avoid micromanagement

    There is a fine line between over-communication and micromanagement. Team members, whether new to the organization or seasoned, are learning what they can about how to do their jobs and how to do those jobs well through both what they are being told, and what they see in practice. Managers must then walk the walk and talk the talk. This means providing plenty of communication about preferences, expectations, and priorities. 

    The use of a collaborative platform such as Ninety.io can help teams – remote or otherwise – strategize, plan, track to-dos, and accomplish goals. These platforms cannot and will not replace the need for in-person and real-time communication, though are helpful for in-between meeting productivity and efficiency. Team leaders can stay apprised of progress on various tasks while the team member has the autonomy to work on those tasks within the understood parameters.

  5. Set clear expectations

    The team leader and their team members all hold the responsibility of setting expectations, preferably in the early stages of a relationship, and continuously working to meet and exceed those expectations when it comes to communication. Being human means we make mistakes. Being human also means we have the opportunity to learn from those mistakes (or recognize them before they become reality) and to make adjustments.

    Think about the last time you and a team member didn’t communicate well. Was it because expectations weren’t met? Either yours or theirs, or those of your supervisor’s? The root of the issue likely points to unclear expectations and the communication around those expectations. The golden rule suggests we should do unto others as we would have them do to us. The platinum rule goes a bit further, at least when it comes to communication: “Do unto others as they would want done unto them.”

With the right tools and cadence, communication amongst teams becomes second nature, though inevitable change requires flexibility and the ability to shift. Collaboration has never been more possible thanks to technology. It’s now up to us to make the most of those tools and to bring and maintain the human connection to our team interactions. The changes of the last several years (and for many companies operating remotely even before the pandemic) have given us all the ability to work with people we love and to make a difference, while sitting anywhere in the world.

CASE STUDY: The Impact of Integrating EOS® to Improve Business Structure and Performance

COMPANY FACTS

Company Name: Hot Taco Inc.

President & Visionary: Leslie Pierson

Fractional Integrator: Lisa McCurdy (engagement: 1 day/week)

Location: 100% Virtual

Team Size: <10

Industry: E-commerce 

The Hot Taco team celebrating St. Patricks Day!

Background:

Leslie Pierson, President & Visionary of Hot Taco Inc., creators of the surprising strategic card game Taco vs Burrito, which was created by her 7-year-old son, was a solo entrepreneur who was struggling with managing their business, including setting goals and holding employees accountable. Hot Taco Inc., lacked structure, deliverable metrics, and core values, resulting in chaotic operations. Additionally, Leslie had difficulty hiring the right team members into the right seats which resulted in issues leading, managing, and holding the team members accountable. 

Challenge:

Leslie wanted to improve their business structure, accountability, and overall performance. They were looking for a method to help them identify core values, set goals, and hold employees accountable. Through the Million Dollar Sellers (MDS) group, they found the Entrepreneurial Operating System (EOS®) and heard about the benefits of EOS from other entrepreneurs. They began self-implementing EOS and working with an Integrator who was good, but hadn’t worked in e-commerce before and wasn’t able to be the strategic thought partner that Leslie desired. Then, Leslie found Catalyst Integrators® and began working with Lisa McCurdy, which was a total game changer for the business. 

Solution:

Leslie started self-implementing EOS to address their business challenges.  Initially, she was hoping to receive structure and improve their hiring process, but they received much more than that. EOS tools, such as quarterly planning and the Vision Traction Organizer (V/TO), helped Leslie define their goals and provided a clear strategy. Hot Taco Inc., started using Rocks (90-day goals), which helped them achieve their quarterly objectives that fed into their 1-Year Plan, making their vision a reality. The turnaround was really seen in having Lisa lead the L10’s as the Integrator. Their IDS (Identity, Discuss, and Solve)time transitioned from a long list of To Do’s for Leslie only to delegating tasks to the right people which reduced Leslie's workload and allowed the team the ability to get to the root and solve issues forever.

Impact:

Working with Catalyst and Lisa as her Integrator while running on EOS as their operating system was a game-changer for Leslie and the team at Hot Taco Inc., as it enabled Leslie to work “ON” the business instead of getting stuck “IN” the business. Lisa helped Leslie define the company's V/TO which they integrated into their company culture, including core values, a core focus, a marketing strategy and clear 10/3/1 year goals. Integrating projects and accountability with Rocks helped them stay on track with their goals and report on/off track weekly to address issues as they arose and before things became a fire. The clearly defined core values helped them make sure that all team members were the right people in the right seats. While the clearly defined roles and responsibilities helped them easily hold team members accountable. 

Leslie was so impressed with the EOS method that she even applied it to her personal life by creating a personal L10 meeting and involved her Integrator, Lisa. The structure helped Leslie address areas of her personal life that she was neglecting, such as self-care and relationships.

 “Creating an Ideal Life for our Visionaries is crucial in the process to ensure that when we set company goals, they are in alignment with the ideal end result.” - Lisa McCurdy on Ideal Life

Implementing EOS and partnering with Lisa McCurdy and Catalyst Integrators® had a significant impact on Hot Taco's business structure, accountability, and performance. Thanks to working with Lisa, Hot Taco Inc., was able to define its goals, hold their team accountable, and improve the hiring process, resulting in a more productive and efficient business. Not to mention the positive impact it has had on Leslie’s personal life, further demonstrating the versatility of the EOS tools. That doesn’t even begin to address the financial growth they have also seen!

Since beginning to self-implement EOS in 2020, Hot Taco has grown by approx. 50% y/y, and is positioned to do the same this year (2023). In 2020, they did $3MM in revenue and they grew to $5.6 MM in 2021. In 2022 and their first year working with Lisa, Hot Taco closed at $8.7MM, with a small team of 3 rockstars. Integrating EOS and the partnership with Lisa McCurdy of Catalyst Integrators® has made these growth spurts easier because it has helped clarify the goals and see them through execution.

Closing Thoughts: 

LISA MCCURDY: “Leslie, what advice would you give to an entrepreneur looking to take the next step in their business growth?”

LESLIE PIERSON: “Definitely number one would have to be, to integrate EOS! The structure and the planning and the deliberate approach Catalyst Integrators brings was a game changer.

To expand, I recommend finding an awesome partner, like Lisa McCurdy, at Catalyst Integrators. Finding somebody in a role as an Integrator/COO that can really partner with you to actually implement all of your ideas so that you can sit solely in the Visionary seat is so important. So, if you see yourself as a Visionary and you don't have that person to help realize your vision, whether or not you do EOS, you will always feel the weight of the business until you find that right partner.

Lastly, I highly recommend starting by hiring a fractional Integrator. You might not be at a stage where you need a full-time person, and for us, I think we will always have a fractional Integrator. You may think, ‘What can they possibly get done in eight hours?’ Let me tell you, it’s a lot! It's game-changing. Plus it is more cost effective than hiring somebody full-time at that same level. Additionally, they have ‘seen the movie before,’ and I feel like they can help you better than a full-time Integrator. Not only are they helping bring your vision to reality but they have had exposure to so many different types of clients that they can help you see things from other perspectives that you might otherwise miss.” - Leslie Pierson, President & Visionary, Hot Taco Inc.

The Hot Taco team having a fun themed Quarterly Planning Session.

Resources: The Entrepreneurial Operating System (EOS) www.eosworldwide.com 

Catalyst Integrators® is not an affiliate of EOS Worldwide.