Delegate, Focus, and GROW Your Business

Best Practices for Working with Your VA

If you have a Virtual Assistant, you already understand the value they bring to the table. Having an experienced VA on your side can save you time and money, allowing you to focus on the most important aspects of running your business. At CVA, we want you to get the most out of every minute you invest in your VA, so we have put together a list of best practices for working with your VA. These can help ensure that your VA has everything they need to be as efficient as possible when completing your projects.

Setting Expectations

One of the basics of a great working relationship with your VA is setting exact expectations. Although you may know what your expectations are, never assume that your VA understands these if you have not effectively communicated what these include. Before delegating a project, give your VA written or recorded information on:


  • When the project needs to be completed
  • Exact parameters of what needs to be done
  • Any needed information to complete the task
  • Priorities for multiple tasks

This can eliminate the need for back and forth communication that can stall the project completion. It is better to give too much information than not enough.

Share Processes for Repetitive Tasks

Are you having a VA take over a task that is repetitive, such as ordering, data entry or blog management? Instead of expecting your VA to find the quickest way to do these ongoing tasks, share your processes. Just like an employee, a certain amount of training on existing projects can save your VA time, which saves you money.

Email is Our Friend

While there may be times that you need to talk with your VA in person, often email can be a more efficient way to communicate. This also allows you to document what you need done and gives your VA a written correspondence that they can reference. It also allows them to multi-task easier than talking on the phone, giving them the ability to finish all their projects for you and their other clients faster.

We hope these tips can help you get the most value out of working with your VA. Never hesitate to ask your VA if there is something you can do or provide to help them be more efficient. They are always open to finding ways to save time and money for our clients.

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Posted on April 29th, 2015 by Rachel Braam, Office Manager

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