3 Must-Know Tips for Your Next Team Onsite

Easily Centralize Your Team’s Onsite Work in a Bluescape Whiteboard

We all want to work in ways that bring out our best work. We want the flexibility of remote work to accommodate the demands of our personal lives while remaining productive. We also want to reignite the spark of seeing each other in person and nothing beats the energy and relationship-building of in person collaboration :bearded_person:.

What does this mean for accommodating the best of both worlds? Well, we’re glad you asked! It’s all about leaning into technology that can help make the back and forth of remote to in person to hybrid feel seamless.

Here are a few tips:

1. Prepare in Advance

To get the most out of face-to-face time, get all your team preparation work done in advance. Have your team upload work-in-progress materials that are easily referenceable in Bluescape’s workspace.

Creating a single workspace for the ongoing project saves time spent sifting through chat, email, and online folders to find the right, most recently updated materials. Project materials could include market research in an Excel file, high resolution screenshots of a prototype, videos from your marketing team, or even a fun GIF to let everyone know just how you’re feeling about the current state of a project.

If there is background information or research that needs to be presented to the whole team, do this in advance by starting a Meet video call directly in the workspace :wave:. Then click the ‘Lead’ button to get everyone following your navigation and presentation in the workspace.

Be clear about the onsite schedule :clock12:. Post the agenda ahead of time with any other supporting material so team members have time to look it over. Easily drop the Bluescape ‘Simple Meeting’ template into your workspace and customize.

2. Let the Energy Flow

Open your workspace on your laptops :computer: and cast to a large in-room monitor (optional) or send workspace to a Wall. Have a few remote participants, too? No worries. Start a video call in the workspace for remote participants to follow your lead in the workspace. Just make sure to pick one audio source in the room for all attendees :sound:.

Review the day’s agenda again. Then get your team ideating. Use the ‘Lots of Medium Notecards’ template to populate the workspace with notecard stacks for large groups. Anyone can also easily drop digital notecards from the workspace toolbar too. See and relish all the activity live on the large screen!

But don’t stop there! Let the energy flow, and if the team wants to start using a physical whiteboard to draw concepts, keep the momentum going! But remember to not exclude remote participants so consider a camera pointed at the whiteboard or use the tip below as new ideas are added.

Now don’t forget to not lose your work at the close of the session. For example, if the team used any physical materials, make sure everything gets captured and digitized appropriately. Use the Bluescape mobile app to grab a photo of the physical whiteboard to automatically post in your workspace to reference when everyone is remote again.

3. Conduct a Lessons Learned Post Onsite

Ask the team to add notecards to your workspace for areas that they believe should be improved. Then schedule a meeting with everyone to jump back into the project workspace to agree on any specific areas of the onsite format or the preparation to implement in future sessions. Next, quickly pivot back to your onsite’s collaborative content (notecards, diagramming, etc.) to organize into priority items. Assign the next steps to your team members :calendar:. You may want to use the ‘Simple Project Plan’ template.

Finally, take a moment after your next onsite to see how your project has evolved in such a short time. With a bird’s eye view in your workspace, there is nothing like seeing your team’s work take shape into something spectacular :tada:!

Have any best practices to share about how you conducted a successful team onsite :blue_car: using Bluescape? Share below!