Your firm’s essential checklist for switching to hybrid work

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. 

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

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

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.

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.

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.

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.

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.

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

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.