Finally, you’ve decided it’s time to get help and you’ve taken the leap to start working with your very own virtual assistant. What’s next?

The next phase seems to be tedious and time-consuming itself when the irony is that the reason you started all this is you actually need more time for your business. Don’t worry, as soon as you get to the initial stage, everything that follows will be easy peasy!

Create a task list

The first thing to do is to look at your crowded to-do list and figure out the tasks that you will be delegating. It is important that you carefully decided which part of your business will be handed over and which part will remain on your plate. On a previous blog post, I have outlined important questions to ask yourself to help you delegate tasks. Once you identify the tasks that you need help with, create a list of to-dos for your VA.

Create Video Tutorials

Now that you identified the areas where you need the most help, it’s time to show your VA how it can be done. Some virtual assistants already know the ins and outs of certain tasks and might not need as much help but it is still best to show them how you usually do these tasks and how you want them to get done.

I personally use Loom for video tutorials to my clients. Loom allows you to record videos using your screen. You can record how you usually get the task done and just send over the video link to your VA. By using video tutorials, r everything will be crystal clear to your VA and makes delegation easy.

Create Timelines

It’s crucial that you have to be clear with the deadlines of your task list. Make sure that your virtual assistant understands when you need it done by. It is best if you put a day or 2 before your actual deadline. This way, you would have enough time for either revisions or changes.

Use a project management system like Basecamp or Asana for you and your VA. It makes it everything more organized for both of you. Systems like this usually send out deadline reminders via email to help ensure tasks get done on time.

Share your credentials securely

Another important issue when working with a VA is security. You will need to share important login details with your VA which gives potential risks for hackers. One of the safest ways to do this is thru LastPass. LastPass allows you to share important login details with your VA securely without displaying your passwords. Your virtual assistant can securely log in to your accounts without even knowing your passwords.

I personally use this with clients over the years and my clients feel safe and secure sharing all their login details. Plus, once the task is complete, you can remove the access so no one else can log back in without your permission.

Once you do these steps, you’re ready to start working with your virtual assistant. Of course, there will be questions along the way but make sure to respond and assist your VA during the first few days of working together. Eventually, the handover process will be much easier.

Do you have any other tips when delegating tasks? Share them in the comments below.


Pin It on Pinterest

Share This