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How To Establish Successful Working Guidelines With Your Virtual Assistant

Working with a Virtual Assistant can be a rewarding experience for you and your VA. However, to avoid frustration on both ends of the relationship, some patterns of communication and expectations need to be established. The sooner you establish successful working guidelines in your relationship, the smoother and more beneficial the relationship will be.

Tips To Establish Successful Working Guidelines

Communicating with your virtual assistant may seem like an easy task. Things are so digital that everyone is right at your fingertips. But communicating is very different from communicating effectively.

Effective communication will make your business relationship run like a well-oiled machine. But it isn’t just about emails, text messages, and zoom calls; these are just tools available to help the communication process run smoothly. Interpersonal relationship skills will put you and your virtual assistant on the same page.

Following these tips will remove a lot of stress and guesswork and help you establish successful working guidelines:

Establishing A Schedule

Setting up a basic schedule for the delivery of assignments and due dates creates a routine that both parties can schedule on a recurring basis. Whether this is once a week, daily, or once every two weeks will depend on the client’s needs. If a VA knows that they will be receiving new assignments from a client every Wednesday due the following Monday, they can regularly schedule time at the end of their workweek for that client’s projects. They’ll turn down or schedule other work to not interfere with those priorities. This doesn’t mean there can’t be deviations for this schedule as the need arises; it just gives both parties an understanding of the ‘standard’ expectations.

Setting Workload Expectations

When making assignments to a VA, it is important to understand how many hours they have committed and are available for your projects during a given time. Assuming that you can increase their workload by 10 hours one week without prior notice is a bit presumptuous. Most VA’s have several clients they are working for every month. Although they may leave room for several last-minute requests and extra projects, their available time does have constraints that must be considered when requesting extra work with a short deadline.

Planing Time Off

Vacation days, holidays, and sick days need to be accommodated when working with a virtual workforce, just as they do with in-house employees. Open communication and preplanning for these downtimes will help keep everything running smoothly. Clients and VA’s should notify each other of planned time off as far in advance as possible and whether or not they will be available for communication during that period or not.

Communication Is the Key

Detailed communication between a client and their VA regarding expectations and workload is the key to maintaining a positive and beneficial relationship. Confirmation of communications received and understood is important to make sure that both parties agree on those expectations.

(After all Communication in Business is King right?)

Don’t Have Your Own VA?

If you are ready to see your business grow this year, having a CVA Virtual Assistant might be the best step forward for you. Contact Us Today! We would love to hear about your business to see if we are the right fit for you.

Posted on December 30th, 2021 by Client Advocate Team

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