10 ways to prepare your VA to work with you

Virtual assistants (VAs) have become invaluable assets in today’s digital age, helping individuals and businesses streamline tasks, increase productivity, and achieve their goals. However, to ensure a successful working relationship with your VA, it’s essential to lay a solid foundation and prepare them for the specific requirements of your work. Here are 10 ways to prepare your VA to work with you:



1. Define Your Objectives and Expectations:

Clearly communicate your goals, objectives, and expectations to your virtual assistant. Provide them with a comprehensive overview of the tasks they will handle and the outcomes you expect. This ensures that both parties are aligned right from the start.






2. Document Your Processes:

Create detailed process documents for recurring tasks, including step-by-step instructions, resources, and examples. These documents will serve as a reference for your virtual assistant and enable them to complete tasks efficiently and accurately.



3. Share Relevant Information:

Share access to relevant files, folders, and software tools that your VA will need to perform their duties. Grant them the necessary permissions and provide instructions on how to access and utilize these resources effectively.






4. Establish Communication Channels:

Determine the preferred channels of communication between you and your virtual assistant. Whether it’s email, instant messaging platforms, or project management tools, establish a clear line of communication to ensure seamless collaboration and prompt response times.





5. Conduct Onboarding Sessions:

Schedule onboarding sessions to introduce your virtual assistant to your company’s culture, values, and work processes. These sessions can be conducted via video calls and can also include training on specific tools or software they will be using.






6. Assign Initial Tasks:

Start with assigning smaller tasks or projects to help your virtual assistant become familiar with your work style, preferences, and expectations. Provide constructive feedback on their performance and guide them towards improving their skills.




7. Encourage Questions and Feedback:

Create an open and supportive environment where your virtual assistant feels comfortable asking questions and providing feedback. Regularly check in with them to address any concerns or doubts they may have and ensure that they have the resources needed to excel in their role.






8. Set Clear Deadlines:

Establish clear deadlines for tasks and projects. This will help your virtual assistant prioritize their work and manage their time effectively. Regularly review progress and provide feedback to ensure they stay on track.




9. Provide Ongoing Training and Development:

Invest in your virtual assistant’s professional growth by offering relevant training and development opportunities. This can include online courses, webinars, or workshops that enhance their skills and keep them updated with industry trends.






10. Foster a Positive Working Relationship:

Maintain a positive and respectful working relationship with your virtua

l assistant. Recognize their achievements, celebrate milestones, and show appreciation for their hard work. A positive work environment encourages loyalty, motivation, and long-term commitment.




Preparing your virtual assistant to work effectively with you requires clear communication, proper documentation, and ongoing support. By following these ten effective ways, you can lay the groundwork for a successful working relationship, enabling your virtual assistant to contribute to your goals and drive productivity in your business or personal life.





Don’t know what to do after hiring a Virtual Assistant? Check this article below and learn more!

I’ve Hired my Virtual Assistant Now What?

Want to know more about how to prepare your Virtual Assistant? Click here.

You can also follow me on my Facebook Page. Fancy Freelancers, to learn more about being a Virtual Assistant.

Date Created: July 04, 2023

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