5 Tools that Will Help You Scale Your Team
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Get full access to all Data Science, Machine Learning, and AI courses built for finance professionals.
One-time payment - Lifetime access
Or create a free account to start
A step-by-step guide covering Python, SQL, analytics, and finance applications.
Or create a free account to access more
If you are ready to go to the next level with your team, you have to make sure that you get things into order. Organization and communication is key when you want to get things done with a team. Thankfully, you won’t have to work with email all day to keep in contact with your team and keep track of tasks. Now you can use different tools that are going to help you move forward quickly with your goals.
Understanding how these tools can work together will help you be more effective as you are working with your teams to set up processes.
When you have a team that works remotely or is able to have some days when they don’t come into the office then you definitely want to have video conferencing with Zoom. Video conferencing allows everyone to feel like they are in the same room without actually having to go there.
With Zoom, you have a lot of ability to interact with each other. The engagement you can have on the platform is unparalleled. If you are a light users, the platform is free but if you want to upgrade features, you are going to have to get a monthly membership.
If people were not able to make it on live, there are full video replays available. You can also use recordings to create video clips and promo reels or any other video you want to make from the session that you had live on zoom. It is easy to export and edit.
Asana makes life easier for your team because you will be able to assign tasks and subtasks to the people in your team. Asana is great for making sure tasks have been done, have been done on time and have been done by the right people.
You can set up reminders and deadlines in a simple manner that will allow even beginners to get started on team projects.
If you are using email and excel sheets to keep track of tasks, it is time for an upgrade.
When you use Asana to manage your team, you are able to improve your management, work efficiency and increase collaboration.
Trello is another great way to stay in touch with your team on projects. With it’s “board” and list function, it works well for those people that are visual learners. You can also put labels and color code so you can see at a glance where everyone is in the process. You can add and remove people from boards easily and move the cards without trouble. Make a mistake? It’s easy to put things back where they were.
It’s such a pain to go chasing a file down in your email. Even if you know the exact file name, it can be difficult to find the file that you want. The problem is that many times we don’t even know what the exact file name is so we find it difficult to find the files.
When you use Google Docs, you are able to share files and folders with other people so they can either view or edit those files and folders. There are many permission levels so you will be able to make sure that no one who shouldn’t be able to edit won’t be able to.
You can use other Google products as well such as Gmail for business if you want to stick with one company for your online office needs.
MindMeister is a great tool for mind mapping. You can plan out your site structure, organizational structure or anything about any type of project that you need to work on. It is a great tool for productivity if you want to put down your most important tasks and prioritize your work with your team.
While this is not something that has a way to collaborate, it is a way to make sure that you know what you are supposed to be working on with your team and with the advancement of your plans.
Bonus – One of the best ways to quickly scale your team is to work with a PEO service that can help you with all of your HR needs. Many companies are simply unable to have their own HR because they are too busy or not experienced enough to set it up.
What is a PEO, exactly? A company that serves as a helping hand for human resources, administrative, and legal compliance. When you work with a PEO service, they know exactly how to help you hire talent, develop that talent, work on payroll and anything else that has to do with human resources. Make sure that you find a reputable service since you will be allowing them to work on a very private and important part of your business. If you are not sure if you should have in-house HR or outsource HR, you should look at some of the success stories of companies that have been using these companies.
As you are scaling your team, the more tools that you have in place to help you through the process, the better. There are tools that are inexpensive and some on the premium end so make sure that you see which ones are going to be the best for your team. You should not skimp on important things like your HR department. You want to have the best team in place for your team as possible. Knowing they are important will help your team be inspired to work and produce more.