Ultimate Virtual Assistant Checklist for Business Owners

Congratulations! You finally found the virtual assistant that you will work with towards success. As a business owner, you want everything to be seamless between you and your virtual assistant or VA.

To help with the whole process of hiring and onboarding a virtual assistant, creating a checklist will help you ensure the transition goes effortless and trouble-free. After all, this is one big decision that you made.

To make sure that you and your virtual assistant are on the same boat from day one, hiring and interview checklists are essential. This step allows you to see the development of the process of recruiting a virtual assistant.

An onboarding checklist, on the other hand, is an effective start for your virtual assistant to expose to the key areas of the business.

Why is a virtual assistant checklist important?

A checklist is a set of goals, objects, or items for consideration. They usually come in a variety of forms like a list, steps to be carried out, or even a question. Checklists are reliable helpful tools for business owners so tasks will be accurate and help you avoid forgetting any details.

To ensure you have a great virtual assistant experience, both hiring and onboarding checklists, we have created a simplified checklist you can use.

Before Hiring a VA Checklist

1. Define what daily tasks you can delegate.
   1. List down the tasks you do every day.
   2. Identify the required energy level and time to accomplish these tasks.
   3. Categorize the tasks you have to do yourself and which tasks you can assign. Do you have to do each of these things yourself or should you assign them?
2. Start approaching everything you do throughout the day as though it was your last time to finish them.
   1. You may either initiate or complete your workflow.
   2. Write down every move with every job that you perform.
   3. Make sure the workflows are sufficiently easy to grasp that a sixth-grader can follow the directions.
3. Have you created a job role? Are there tasks you need particular help with?
   1. Create a worklist that the VA would be responsible for completing.
   2. How are you going to reach your VA (phone, video conferencing, etc.)?
   3. What is the strategy of establishing goals and ensuring accountability?
4. Evaluate your existing workload and set targets for obligations that could be delegated in the future.
5. Recognize that you can never be able to substitute yourself. However, you can position your virtual assistant to improve your business branding and digital marketing.
6. What are your expectations from a virtual assistant? Do you have the time to train a virtual assistant?

During Hiring Checklist

Now that you have decided you NEED a virtual assistant, the next move is to find the RIGHT one for you. We have previously created an article with a series of guide questions to help you identify and know that you are making the right decision about hiring a virtual assistant.

Along with the set of interview questions, you can find this checklist useful:

• ⃞ Inform the virtual assistant of your expectations.
• ⃞ Discuss salary from the start. Are they paid per hour or project?
• ⃞ Bring up the terms and mode of payment.
• ⃞ Talk about the expected outputs.
• ⃞ Agree on working hours.
• ⃞ Go into the details on the system of updating you on the tasks and communication.
• ⃞ Talk about the management tools that both of you are comfortable using.
• ⃞ Finalize the list of tasks that you will be delegating.

Onboarding Checklist

The onboarding process often looks at past processes in companies. In fact, 22% of companies in the US have no systematic onboarding method at all, while only 49% have a proven effective program. The onboarding process reduces employee turnover, encourages new employees to be productive, briefs new employees on their roles in the company, and reduces work-related anxiety.

The checklist below will help you seamlessly go through your onboarding process.

• ⃞ Create a company email address for the new virtual assistant.
• ⃞ Give the virtual assistant access to platforms and tools that you require them to work into.
• ⃞ Give the right login information for the accounts you have created.
• ⃞ Send over a summary of the tasks that need to be completed based on priority levels like urgent tasks, weekly, monthly, etc.
• ⃞ If you can provide materials on general productivity and effectiveness, then do it.
• ⃞ Discuss company policy.
• ⃞ Introduce your new virtual assistant to the team.
• ⃞ Set clear expectations.
• ⃞ Discuss company policy.
• ⃞ Do not forget to tell the virtual assistant about your company.

If you need help with daily tasks, managing your digital marketing, and more, we welcome your questions and inquiries on recruiting, hiring, and managing virtual assistants.

Let us find your virtual assistant. For more information and inquiries, contact info@value-va.com. For more contents like this, connect with us on our Linked In and Facebook Page.

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