Best Practices For Training Your Remote Team Member

Success begins with a solid foundation. Follow these best practices to effectively train your Remote Team Member and reduce mistakes, stress, and escalations.

1. Be Specific

Before hiring, have a thorough understanding of what you want them to do. The more specific and detailed your job requirements, the easier it will be to train the Remote Team Member.

2. Train Daily

Spend significant time with your new RTM on the front end. While a utility coordinator may need 1 hour daily for two weeks, a maintenance coordinator might require 2 hours daily for two months. Investing time early reduces long-term errors.

3. Record the Training

Use video-conferencing (Zoom, etc.) to record sessions. Have the RTM rewatch the video later that day. Build a searchable video library (like YouTube) for future reference.

4. Keep Training Sessions Short

Information retention drops after two hours. Keep training sessions under two hours and hold them frequently—ideally daily.

5. Start From the Beginning Each Time

Build a process flow (Visio/LucidChart) and use it to train. Start from the beginning of the process every day. This repetition (hearing it multiple times) increases retention and helps identify blind spots or missing policies in your process.

6. Have Them Build the Manual

As you train, have the Remote Team Member document the training systems, manuals, exams, and videos. They will learn significantly more from documenting than from just reading a provided manual.

7. What's Next? (The 90-Day Goal)

Once training is complete, have the RTM escalate all instances for a short period while explaining what they would do. After about 90 days, 90% of instances should be solved independently by the Remote Team Member.

Review these verified resources for RTM Management:

• How to Manage My RTM: Weekly Meetings & Success
• How to Update a Job Title for Role Changes or Promotions
• Can I Invite a Virtual Team Member to Company Accounts?
• Check if an RTM is Looking for Another Job
• How to Give an RTM a Pay Raise

If you have any further questions or need additional assistance please don't hesitate to reach out to our team.

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