Creating Systems and Procedures; Setting Your VA Up For Success

June 18, 2013 in Outsourcing - Virtual Assistants


Creating Systems and Procedures; Setting Your VA Up For Success

Feel Like You Have Too Much to Juggle?

Outsourcing should always be done with the idea that you will have more time in your life once you have “delegated” some of your work.  That may be more leisure time, more time to work “on your business” or you may have an entirely different reason. It could be that you just hate doing a particular job.

The one thing that you don’t want to do again and again, is start from scratch training someone. So it’s really important to create procedures and systems right from the beginning that you can use again and again. Will this take some time? You bet! But you will thank me later.

There will surely come a time when your employee or VA will move on, and you will have to hire someone as a replacement.  Even though the goal is to create these systems once and be done, in reality you will always have to update these procedures from time to time. But if you take the time now to do it right, you will never again have to start from the beginning. So let’s get to work.


Task Packages; what are they and why do I need them?

I came up with this name for the information packet that I would make for my VA every time I had a new job or a new task for her. I wanted a place for to keep everything that she would need for a particular task.

When you first look at this you will be tempted to say, “That looks a little bit like over-kill”.  I can assure you that it isn’t.

I have found that things you and I take for granted, will not be things necessarily that your VA will know or have experience with. Even when I thought I had every little detail nailed down, my VA would be confused about a tiny step I had omitted.


What Should Be Included In My Training? Read the rest of this entry →