Meetings & Conventions: Planner's Portfolio May
2002

May 2002
PLANNER'S
PORTFOLIO:
Checklist
BY MARTHA COOKE
MAKING A PITCH TO TELECOMMUTE
The following checklist was compiled with the
assistance of Pat Katepoo, president of both www.workoptions.com
and www.telecommutingproposal.com
GENERAL RESEARCH
Research the company’s telecommuting policy, if one
exists.Find out whether any other employees telecommute on a formal or
informal basis. Ask for their advice in developing your own
proposal.Consider how others might perceive your telecommuting
arrangement. Devise strategies and replies to likely queries;
position the arrangement in a positive light in the eyes of
internal and external customers.JOB FUNCTIONS
List all of your job functions and decide which ones can be
performed at a remote office (home or telework center) vs. at the
main office.Assess how a telecommuting arrangement will impact the workflow
of superiors, co-workers and subordinates.Devise specific strategies and solutions for maintaining
efficient and timely job performance.If necessary, devise acceptable ways for certain job functions
to be delegated or reassigned on the days when you are not in the
main office.SCHEDULE AND COMMUNICATIONS
Develop a proposed telecommuting schedule. (The standard is
three or fewer days off-site.)Consider variations to address peak periods.Determine which hours of the day and by what means you will be
accessible while working remotely (e.g., e-mail, voice mail, pager,
wireless telephone, office telephone, intranet, video or Web
conferencing).Determine if, when and with whom you will hold routine workload
briefings on the days you are working remotely.If you are compensated on an hourly basis, determine a
mechanism for tracking hours.Decide how internal and external customers will be notified of
the new arrangement and schedule.SPACE AND EQUIPMENT
For a home office (vs. a telework center), arrange a separate,
safe and quiet work area. Determine furniture needs and who will
provide and pay for them. Include cost details.Determine what type of computer and peripherals, fax, printer,
software, back-up device and other tools will be needed and who
will provide them. Include cost details.Decide how many separate telephone and data transmission lines
will be needed and their type (e.g., dial-up, DSL or ISDN).
Determine who will pay for them, and include monthly costs.Confer with the IT manager to set up remote communications for
e-mail system and data/file access, with consideration to security
issues.EVALUATION AND PROPOSAL
Propose a three- to six-month trial period with at least two
troubleshooting sessions with supervisors.Devise ways to solicit and gauge feedback from colleagues and
customers.Incorporating the above items, develop a persuasive written
proposal emphasizing the business case for telecommuting and
bottom-line employer benefits.Include examples and case studies of productivity increases
realized by employers who telecommute.After negotiations and approval, summarize the specifics of the
schedule, physical setup, costs, communications and evaluation
plans into a letter of agreement to be signed by your
supervisor.Diligently follow up on evaluation measures. Troubleshoot and
modify arrangements as necessary to maintain the effectiveness of
the arrangement.
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