Delegating Tasks to Virtual Assistants


Congratulations, you just hired a virtual personal assistant for the first time. You needed the extra help, saw the growth within the virtual assistant job market and decided that having a virtual assistant would help you towards your own business goals. But, now what?

Unlike in-office employees where there is on boarding, training, etc. you are now hiring an employee who could be a town over, a state over, or even in another country, so how do you figure out what they should do and teach them how to do it?

There are many ways you can go about this virtual assistant training so that your virtual assistant will be knowledgeable and ready to take on the daily tasks without questions in no time. Below are ways to delegate tasks to a new virtual personal assistant.

Be a welcoming employer, first and foremost:

There is an immediate distance between yourself and your virtual assistant that comes from not working in the same office. While virtual assistants know they will not be feeling the same as if they were in office, you as the employer also need to make sure they feel welcomed enough to stay. Unfortunately, virtual positions make coming and going much easier–so best to make your new virtual assistant want to come on and stay.

Take the time to train:

You made the decision to hire a virtual assistant to free up time, but now the time is being used to train them. No worries, it is a short-term step for a long-term goal. Holding virtual meet-ups on a daily or weekly basis depending on the level of work needed will help acclimate the virtual assistant to how you and your company does things. Screen-sharing meetings to train processes, taking the time to write up tutorials for them to reference if need be are great ways to create less stress and a more easy transition from you doing the work to your new virtual personal assistant.

Create Guidelines:

Without guidelines, you won’t have a set way to train your virtual assistant and a basis for standards. Make sure your new virtual personal assistant is given guidelines on processes, what to do and not to do, and how the company voice should sound. This extra step will ensure you are keeping the virtual assistant to a fair standard and eliminates the fear of major damage control if anything happens. Guidelines also can include deadlines so you and your virtual assistant have an agreed upon regular due date for projects so you are not actively seeking their work.

Figure out your needs as an employer/company:

You may still be doing a portion of your work while slowly handing your virtual assistant projects to take on when you cannot. It is a great idea to give basic projects at first–to see how well they do them and to take some edge off of your workload–and then see how the work still is on your end. Is it beginning to pile up? Well, maybe it is time to give your virtual assistant a few more projects. Flexibility is a key factor in a virtual assistant succeeding in the field, so handing them more projects on an agreed-upon basis should not be an issue and will continue to free up your time to run your company.

Actively follow-up

Your virtual assistant is there to assist you–hence the name. Make sure to follow up with them to make sure they are receiving enough work on their end to support their needs as well. It is easy to fall into a process, but without check-ins, you may be missing out on potential other skills and projects they are able to do. Maybe they just completed an online certification in CSS and HTML and you need a website revamp or just became certified in Adwords and you want to do some paid Google advertising, now you have a new project for them that you may have otherwise never given had there been no follow-up regularly on work.

These are just a few steps to properly delegate and create a smooth workflow between yourself and your virtual assistant. The goal is that questions and teachings will taper off and that your virtual assistant will run their end of the business smoothly and efficiently over time.


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