Knowing where to start with how to onboard and delegate to your new Virtual Assistant is daunting. So I’m here to give you a few tips on how to get started and ways to delegate to your VA.
Clear instructions and outcomes
It will always take a bit of time to get used to any new working relationship. That of the client and VA is no different. Make things easier for yourself and your VA by providing a task list, clear instructions and desired outcomes. Specific timelines and deadlines are always helpful too. There are plenty of tools to help with project management and sharing task lists. Your VA can help you get this set up if you don’t already have something in place. Some popular ones include Asana and Trello.
LastPass
If your VA is going to be managing different accounts for you, you’ll need an easy and secure way to share all your login details. LastPass is a great tool for this. If you don’t already have an account set up, the sooner the better. Then it’s ready to go once you’ve hired your VA, and you can give them access to your account. It also automatically asks if you want to save any new usernames and passwords from sites you visit using the Chrome plugin. Easy!
Screen Recording
If you want something done a specific way, why not show your VA exactly how you want it done via a screen recording? Also useful if you want to show your VA your filing system on the cloud – usually showing is better than just trying to blindly explain! Loom is a screen recording service you can use, but your device may also have some type of function too. Then, just send it to your VA and it’s done!
Zoom
I’m sure by now, we’re all familiar with Zoom and all the other video conferencing tools out there. If you’re in doubt as to where to start with onboarding your new VA, why not get on a Zoom call to go through everything. Even better, screen share while you’re explaining how things work.
Branding and other templates
If your VA is going to be managing your Inbox, or creating some graphics and Social Media posts, they’ll definitely need access to templates for these. Where email is concerned, if you don’t have templates set up yet, this is actually a great task to get your VA to do. They can go through your emails and create a few templates based on what you’ve sent in the past. If you have a Canva pro account, share this with your VA too, so they have access to your brand kit within the site and can get started on any graphics you need.