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How to Effectively Utilise Your Virtual Assistant
Identify Repetitive Tasks
• Your first step should be to identify what tasks are eating into your
time.
• What you can delegate to your PA, depends on their knowhow and
areas of expertise.
• Getting a list of things to suggest them to take on within their
contracted hours is a good place to start.
Establish Your Workflow
• Do you require your assistant to be available at certain hours?
Or would you rather they just get on with the work and give you
periodic updates?
• Establish these things early on in the process to ensure that
you’re both on the same page.
• That way you can reduce any frustration from not being able to
get in contact with your VA when you need them the most.
• Tip: Always check the time-zone difference, you never know
what time it might be where they are located.
Build a Rapport
• If you develop a great relationship with you virtual assistant,
things will run much smoother
• Having good working relationships are essential to getting
things done and of high quality.
• Ask your assistant about their life, and in turn share yours. You're
both human so its best to have that human touch.
• That’s the big benefit of Virtual Assistants over a algorithm one.
Try Different Tasks First to Gauge
Your VA’s Strengths and Weaknesses
• From there, you can get an idea of how your virtual assistant
works and what they can do for you.
• It might take some time but once you know what they are best
at, you can be as efficient as possible with the hours you have.
• By testing the waters, you can be better assured that your VA
has the skills, and if not what you might need to train them on.
Check in With Your VA
• After you set their first task, check in on them about 20% in.
• This is a great standard practice for any new virtual assistant.
• Everyone has a different way of doing things, and how they like
things done.
• By checking in on the progress so far you can direct you virtual
assistant so that they're not wasting both yours, and their time.
• This should only be done until you're comfortable with their
work, you don’t want to micromanage.
Make Communication a Priority
• In our modern society, communication has become easier and
easier
• Setting up communications protocols ensures that you and your
assistant always know how to stay in contact.
• Good communication is key to any relationship. The one
between you and your VA is like any other.
• You can set weekly skype calls, out of hours communication
preferences (such as WhatsApp), and even what day of the week
to send reports.
Utilise the Cloud
• The cloud makes working with a virtual assistant so much easier.
• Gone are the days where you would have to request a file form
someone.
• Now you can watch your VA’s progress in real time (If you really
hove nothing else going on)
• The cloud also ensures that is anything goes wrong with the Vas
computer, everything is safely sored and backed up.
• There are loads of other tools which can help you too.
Manage Expectations
• This goes for both you (the client) and the assistant.
• By managing expectations and having a clear communications
procedure, let downs can be avoided.
• Say, for example, one task may take you 2 hours to complete,
and you ask your VA to do it in 1.
• If it took you that long and you do it often, you cant expect your
VA to do it better right of the bat. Give them time to adjust.
• Conversely, your assistant should be able to gauge how long it
might take and inform you accordingly.

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How to Utilise Your Virtual Assistant

  • 1. How to Effectively Utilise Your Virtual Assistant
  • 2. Identify Repetitive Tasks • Your first step should be to identify what tasks are eating into your time. • What you can delegate to your PA, depends on their knowhow and areas of expertise. • Getting a list of things to suggest them to take on within their contracted hours is a good place to start.
  • 3. Establish Your Workflow • Do you require your assistant to be available at certain hours? Or would you rather they just get on with the work and give you periodic updates? • Establish these things early on in the process to ensure that you’re both on the same page. • That way you can reduce any frustration from not being able to get in contact with your VA when you need them the most. • Tip: Always check the time-zone difference, you never know what time it might be where they are located.
  • 4. Build a Rapport • If you develop a great relationship with you virtual assistant, things will run much smoother • Having good working relationships are essential to getting things done and of high quality. • Ask your assistant about their life, and in turn share yours. You're both human so its best to have that human touch. • That’s the big benefit of Virtual Assistants over a algorithm one.
  • 5. Try Different Tasks First to Gauge Your VA’s Strengths and Weaknesses • From there, you can get an idea of how your virtual assistant works and what they can do for you. • It might take some time but once you know what they are best at, you can be as efficient as possible with the hours you have. • By testing the waters, you can be better assured that your VA has the skills, and if not what you might need to train them on.
  • 6. Check in With Your VA • After you set their first task, check in on them about 20% in. • This is a great standard practice for any new virtual assistant. • Everyone has a different way of doing things, and how they like things done. • By checking in on the progress so far you can direct you virtual assistant so that they're not wasting both yours, and their time. • This should only be done until you're comfortable with their work, you don’t want to micromanage.
  • 7. Make Communication a Priority • In our modern society, communication has become easier and easier • Setting up communications protocols ensures that you and your assistant always know how to stay in contact. • Good communication is key to any relationship. The one between you and your VA is like any other. • You can set weekly skype calls, out of hours communication preferences (such as WhatsApp), and even what day of the week to send reports.
  • 8. Utilise the Cloud • The cloud makes working with a virtual assistant so much easier. • Gone are the days where you would have to request a file form someone. • Now you can watch your VA’s progress in real time (If you really hove nothing else going on) • The cloud also ensures that is anything goes wrong with the Vas computer, everything is safely sored and backed up. • There are loads of other tools which can help you too.
  • 9. Manage Expectations • This goes for both you (the client) and the assistant. • By managing expectations and having a clear communications procedure, let downs can be avoided. • Say, for example, one task may take you 2 hours to complete, and you ask your VA to do it in 1. • If it took you that long and you do it often, you cant expect your VA to do it better right of the bat. Give them time to adjust. • Conversely, your assistant should be able to gauge how long it might take and inform you accordingly.