Wednesday, February 10th, 2021

Training New Staff Virtually

“An organization’s ability to learn, and translate that learning into action rapidly is the ultimate competitive advantage.” – Jack Welch

CPA firms have come a long way since last March. While working remotely is now a fact of life, some aspects of surviving in a virtual world have been more challenging. Firms are sometimes struggling with things like interviewing, orientation, onboarding and training.

In a recent discussion on the CPAFMA discussion board, the question was asked about how to train new team members virtually.

Jen Zarins, Director of Learning & Development for the Tidwell Group in Columbus, Ohio graciously allowed me to share her response. I hope you find it helpful in structuring your firm’s virtual training process.

We utilized zoom a ton.   We keep zoom meeting rooms open all day so they can ask questions for the first few days.   Monitoring their timesheets to verify they aren’t spinning wheels too long is needed in the beginning. We utilize Slack for instant messaging and it seems the recent college grads are way more comfortable sending IMs instead of emails or picking up the phone. The interns also have a Slack channel to ask questions. We have the seniors monitoring the channel and answering questions more timely than emails to folks who are in meetings.

Screen sharing and going thru their first couple sets of review comments instead of just them reading tone in them also helps. I think it is important that they show their face on the screen to read the expressions to see if they are really understanding. If they are shy on camera, we have found playing a few online games with zoom open was a great ice breaker.

  • "The only thing worse than training your employees and having them leave is not training them and having them stay. "
  • Credited to Henry Ford

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