Your firm’s essential checklist for switching to hybrid work

Hybrid work is taking root in law, finance, and consulting firms around the globe. While remote work enabled these businesses to continue to operate during the pandemic, it lacked one crucial thing: in-person client meetings.

In the office, employees and clients can meet, collaborate, and build relationships in a way that can’t be replicated on a video call. It’s no wonder why many firms are eager to adopt hybrid work. With hybrid, employers can attract talent interested in flexible working options, save on costly real estate expenses, and invite clients to the office to build critical business relationships.

While adopting a hybrid work model is no easy feat, it’s possible with the right planning and tools. That’s why we created this handy checklist. Use it to prepare your firm for hybrid work and ensure you take the right steps to create a great onsite experience.

Your hybrid work checklist


Section 1: Prepare your firm to switch to hybrid

Create a hybrid work policy

Create a clear hybrid work policy so employees know what’s expected of them. Include why your firm chose a hybrid model, when employees should be onsite, and where folks can direct their questions about the new working model.

Socialize the policy with employees

Before you officially switch to hybrid, be sure to socialize the policy with employees in relevant meetings and communication channels.

Upgrade your technology for hybrid work

Put the right technology in place to support your team and employees, including video conferencing technology and a workplace platform that:

  • Enables employees to easily find and book space to work in the office
  • Empowers employees to coordinate their work schedules with coworkers
  • Integrates with the tools your team and employees already use
  • Streamlines the client experience so every guest feels like a VIP

Train folks on the new technology

Set up training sessions for your team and employees to learn how to use any new technologies. This will prepare them to transition smoothly to hybrid work and make them more likely to actually use the tools your firm invests in.

Section 2: Create a welcoming space using occupancy data

Analyze the occupancy data in your workplace platform

Once your firm officially adopts hybrid, use the occupancy data in your workplace platform to glean insights into where and how employees prefer to work in the office. Use the data on foot traffic, desk bookings, and meeting room bookings to optimize the office for employees and clients.

Add a variety of space types for employees to work and socialize

Now, diversify your space to help your employees and clients work flexibly. This will ensure they have the right space for the job or activity at hand. Examine your office layout. Then, use the occupancy data mentioned above to identify underutilized areas to convert into spaces your employees prefer.

Identify the best days to invite clients to the office

With folks coming and going from the office at different times, it’s important to plan ahead so clients don’t walk into a space that feels deserted or overcrowded. To prepare, use employee and client foot traffic data to pinpoint when the office will be busiest and when it’ll be quieter.

Section 3: Elevate the employee experience

Survey employees to find out which amenities they prefer

Need some ideas? Here are a few fan favorites: Stock snacks and beverages that folks can easily take on the go to enjoy between meetings. Or, organize regular happy hours to help employees socialize with other members of the firm.

Establish a client experience strategy

Employees will appreciate the extra care your team takes to make their clients feel welcome and happy. To do this regularly and at scale, you need a client experience strategy. Create one by following the steps below:

  • Map out the client experience from invite to exit
  • Define your firm’s client experience goals
  • Create a strategy to meet each of the goals set
  • Continually assess your performance toward these goals and make changes to your strategy as needed

Pro tip: Use the visitor data in your workplace platform to identify which employees invite clients to the office most often. Then, meet with these employees to learn how your team can help make their clients feel more welcome in the office.

Collect and incorporate employee feedback

Send employees a quarterly survey to get feedback on how to improve the office for hybrid work. This is a great way to surface new ideas for your space while also getting a better feel for what folks like and dislike about it. With this knowledge, you can make adjustments to the office that employees care most about.

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Bring your team back to a safe, flexible workplace

Making hybrid work isn’t easy. But by following the steps in this checklist, you can successfully lead your company’s transition from remote to hybrid work. Want to find out how Envoy can help you prepare your people and space for hybrid work? Check out our website.