Remote Sessions

What are remote sessions?

Remote sessions are appointments during which I access your computer remotely via the Web-based product GoToMeeting while we talk by phone. Remote access allows all meeting participants to use their own keyboard and mouse, and create or make changes to files. Such meetings provide an opportunity for you to receive real-time training specific to your needs. Typical uses include:

1. fixing a specific problem
2. demonstrating or reviewing a process
3. conducting an assessment or audit

How can I schedule a meeting?

Contact us to set up a meeting. I will send a list of openings. Once a mutually agreed-upon time is set, I will e-mail you a link to use to join the online meeting. I send more specific instructions with the link, and give final instructions by phone at the start of the meeting.

My bookkeeper works from home. Can she join the meeting too?

A maximum of 26 people can participate in the meeting from multiple locations. However, it will be necessary to set up a conference call if more than two sites are involved. Just provide me with the names and e-mail addresses of all participants ahead of time and I’ll set up the call and send links and instructions to all participants.

How will I remember what we talk about?

In order to provide a written record of the topics, solutions, decisions, or other key events that may occur during a session, I provide a written session report. Clients will typically receive session reports within one business day of the remote session.

The session report may include some or all of the following:

1. Summary of main points covered
2. Summary of solutions discovered
3. Illustrations, explanations, or descriptions of new concepts
4. An agenda for the next session
5. Action items to be completed prior to the next session

How can I use the session report?

The session write-up serves several functions:

1. Allows you to focus on the conversation rather than attempting to keep notes
2. Provides basic summarized instructions for accomplishing given tasks (please note that detailed, illustrated, company-specific instructions are always available for an additional fee)
3. Provides a historical progress record for me so that “catch-up” time in subsequent meetings will be minimized
4. Includes an agenda for the next meeting, to maximize efficiency and keep us on target
5. Lists action items for each party to accomplish prior to the next meeting, to maintain momentum.

How long do the sessions last?

Sessions are typically two hours in length, but any length may be scheduled. The time required to complete the session report will necessarily vary with the length and complexity of the session. Typically, 15 minutes will be allowed per two hour session, and a proportional amount for sessions of other durations. This time will be included in the conference session time. For example, in a two hour session scheduled for 1:00 – 3:00 p.m., the telephone part of the session will conclude at 2:45 p.m. with the remaining time devoted to creating the session report.