The Ultimate List of Delegation Do’s and Don’ts for a Virtual Assistant

Delegation is another one of those virtual assistant buzzwords that people love or hate. Those who mastered the delicate art of delegation sing its praises. Others shudder when they think of delegation, either because of a terrible experience or because they can’t imagine it actually working for them.

Here’s the thing. Delegation is great for any virtual assistant in any situation. Delegation is a powerful tool for freeing up your time and energy, finding someone better suited for the task at hand, and using your company’s limited resources better. It is often the first step in major growth for your business.

Of course, delegating for the first time can be nerve wracking. But, you have a lot of control over the end result with how you delegate. Follow these delegation do’s and don’ts for a positive (and quite possibly life-changing) delegation experience.

Delegation Do’s

Do Articulate Priorities. If your virtual assistant must choose between making the deadline or taking a bit more time to submit a quality project, which do they choose? Is the underlying goal of the delegation to train the virtual assistant to take over the task (so they should bring any questions to you to learn the correct process the first time around)? Or is it to free up your time (so they should work on trying to fix the problem on their own first)? Your virtual assistant will need to make decisions regarding communication, time commitment, etc. Making sure they understand your priorities will help them work for you better.
Do Create Guidelines. Be sure your virtual assistant knows their expected time and effort commitment. You don’t want to be caught off guard discovering the employee spent several hours on a task you expected to take thirty minutes. Establish clear boundaries for how long they should work on this project in relation to their other normal duties. Set guidelines as well on the line of communication. If your virtual assistant has questions, do they go directly to you? Is there a chain of command they should follow? When (if ever) is it appropriate to contact you outside of office hours regarding the project? Communicate expectations clearly from the start to avoid misunderstandings or lost time.
Do Provide Support. The sink or swim strategy is not a great leadership approach. Do what you can to empower your virtual assistant to succeed. Provide examples of the task or comparable work. Gather up all the login information into one place. Check in at certain points to see how they are doing and provide opportunity for them to ask you questions. Giving this support helps set up the virtual assistant for success.
Do Let the Virtual Assistant Feel Comfortable Saying No. We may think the virtual assistant is ready for greater responsibility. But, if they genuinely do not feel ready it may be a bad experience for them. Try to build up their confidence and remind them that you feel they are ready. If that fails and they still are uncomfortable at the thought of the project, find a new virtual assistant. It is not worth the anxiety it will cause your original pick.
Do Discuss the Experience After They Finish. Take a few minutes to talk with the virtual assistant about how things went. See if there is anything you could have done differently to make the experience better. Ask if they are comfortable doing the task again. If the Virtual Assistant made mistakes, use this time as a learning opportunity to gently guide them. Finally, thank them for their work and find something to praise about their output.

Delegation Don’ts

Don’t Micromanage. The purpose of delegation is for you to no longer deal with the project! Even if this assignment is a training opportunity, you still need to provide your virtual assistant with enough space to learn on their own. Virtual assistants know when their boss does not trust them, which can really undermine their confidence in their own ability. Showcase your belief in your virtual assistant by taking your hands off the reins, and keeping them off.
Don’t Underestimate the Project’s Timeline. When giving your virtual assistant a deadline, be cautious about underestimating the length of time the project will take. It may only take you a week, but your employee may need to do outside research adding a day or two. Or maybe your virtual assistant hits some unexpected roadblocks, requiring you to take the time to provide guidance or assistance. Always estimate more time to provide a buffer in case things don’t go as smoothly as planned.
Don’t Delegate What You Should Be Doing. Yes, everyone can and should delegate tasks. But not every task can and should be delegated. Some tasks do require your expertise or insight. Be selective in what you delegate, keeping the important tasks on your to-do list.
Don’t Delegate Because You Hate the Project. No one likes the boss who uses delegation to avoid doing unpleasant tasks. Good leadership means being willing to do the menial, the unappealing, and aggravating tasks for the good of the business. Delegation is about making your company more efficient. Passing off tasks because you hate them, not because someone else should be doing them, is a bad management strategy. It’s tempting, but your employees will lose respect for you if you do it.

You can make or break your delegation experience. Implementing the “dos” and avoiding the “don’ts” prepares you and your employee for a mutually beneficial experience. Your employee can learn or hone their skills while you get to remove something from your plate. If you are new to delegating, you can start off small. You will be surprised at how useful a tactic it can be in managing your business!

What is Facebook Live? 6 Tips on How Virtual Assistants Can Use It

While Facebook Live has been available for a while for elite users, the tool finally made its way to the average user. Facebook is beginning to push for users to take advantage of this great tool, even altering the Facebook News Feed algorithm so Live Videos rank higher. As a result, the tool is growing in popularity in the marketing world and is becoming a new resource virtual assistants needs to take advantage of. Using Facebook Live is relatively simple, but there are a few tricks of the trade to ensure the live videos meet a virtual assistant’s goals.

What is Facebook Live?

Facebook Live allows users to share live video from their mobile devices. The option is included in the iOS app so there’s nothing you need to download. Individuals create a Facebook Live video from their personal account, and virtual assistants can create this video and then share it to their organization’s page.

Mark Zuckerburg’s goal for Facebook Live is for the tool to offer “a way for people to have a more authentic and intimate experience sharing about their lives.”

This goal, of course, fits right into a marketer’s efforts to humanize their organization and foster relationships with their audience. Virtual assistants can use Facebook Live in a variety of ways: sharing a daily/weekly message, hosting a question and answer session with someone, sharing breaking industry or company news, sharing industry secrets, walking audiences through the steps of a how-to, product or service demo, providing a behind the scenes glimpse, the list goes on and on!

7 Tips on How to Use Facebook Live

Part of the beauty of Facebook Live is the opportunity for spontaneity by organizations-but that doesn’t mean virtual assistants should abandon any planning or strategy! Virtual assistants can be intentional about how they create videos to ensure they gain the most marketing bang for the buck when they create scripted or spontaneous videos. The tips below will help you be as effective as possible when creating Facebook Live videos, and follow the timeline of before the live video, during the live video, and after the live video.

Identify the focus and purpose of the video. You don’t need to write a script word for word, but as with any social media marketing effort you do need a clear understanding of why you are doing it. Ensuring your video has a clear and concise focus prevents it from becoming a convoluted rambling video that will bore audiences. Articulating the purpose of the video helps shape the direction of the video, and provides a foundation for measuring whether the goal of the video was met.
Inform followers of an upcoming live video. Make sure your followers know you are planning on streaming and what time they can expect the video with a simple post (“live streaming our fundraising event in an hour”). To kill two birds with one stone, you can later tweak that informative post to make it the description of the video when you create it. You can even have viewers subscribe to know when you are going live.
Pursue variety in the video itself and among the videos you create. In each video, vary your voice and use front and back cameras to change up the scenery to keep your audiences engaged. Utilize a variety of topics and structures when you create videos. Just like you wouldn’t follow the same Facebook post structure each day, don’t fall into a predictable video pattern either.
Interact with followers. During the live streaming, viewers can send in comments. When relevant, acknowledge individual users and answer their questions or respond to their comments. Give them a personal shout out! This is a great, simple way to really strengthen that relationship and show your organization’s devotion to its consumers.
Include a call to action. Always. Always. Always. In your marketing you want your customer to DO something. Give them a task. Give them somewhere to go. Every social media effort needs a call to action, and live videos are no different. A call to action can be as simple as encouraging people to visit a website, sign up for your newsletter, or send them to your lead page. But use a call to action to keep the relationship going.
Edit the video. After the video is published, go back and make sure the thumbnail, category, and call to action clearly represent the video’s focus. Always be thinking of your brand. Does this video match what you want to represent?
Play around with various broadcast lengths and times. Just as you should be with post creation, vary up the length of video and the time you stream to see when your audience is most responsive.

Make sure you go Live often and be creative. Have fun with it and enjoy getting to know your fans!

Facebook Live offers many different uses for virtual assistants to reach their audience in an engaging and personable way. If you know you want to take advantage of this great tool, but aren’t sure how to get started or want guidance, Virtual Assistant Roadmap is here for you! We’d love to help guide you through Facebook Live video (or any other aspect of business building). Just shoot us an email!

How Do I Structure My Virtual Assistant Business?

There are many steps when starting a virtual assistant business. It can be overwhelming and scary at first. But you know that you want to start out on the right, legal foot. Some new virtual assistants start out not taking their business serious. If you want to be looked at as reputable, you have to walk the walk.

Every business, big or small, home based or not needs some form of business license to be authentic. You will also want to make sure you set up a business bank account and keep your finances separate. Rules and regulations vary depending on individual state laws, so make sure you research your area. It is very important you are clean on the type of business you have, or the one you hope to build in the future. This will help determine a lot of the legal steps you’ll need to peruse, since there are different types of license and permits. The Small Business Administration is a great resource to help build your business plan. Then you can start to implement those business plans.

So let’s start with the basics. Most virtual assistants operate their business as a sole proprietor or an LLC.

What is the difference between an LLC and a Sole Proprietorship?

As a virtual assistant business owner you will need to determine which way you want to drive your business. In a sole proprietorship the owner is personally responsible for business debts. If the assets of the sole proprietorship or partnership cannot satisfy the debt, creditors can go after the owner’s personal bank account, house, etc., to make up the difference.

By contrast, if an LLC runs out of funds, or is in other legal trouble, the owners are usually held liable. As an LLC owner, you are mainly putting your financial contribution to your LLC, not your other personal assets, on the line. However, as an LLC owner, you may still be personally liable for your own conduct or LLC loans in some cases. You will want to make sure you fully research how these different set ups can impact your personal financial needs.

Taxes

This is a huge portion of what you need to remember if being a virtual assistant or contractor is new to you. Taxes and business expenses are some of the “perks” that come with being the boss. Make sure you are saving and planning on a percentage of your earnings going to taxes. You will also want to make sure you look at all your business expenses, such as printer ink, website hosting, business cards, telephone cost, internet cost, etc., and keep records of them all. You may want to consult with your accountant on any procedures you are unsure of.

There are other business structures that may be a better fit, but these are the typical two that new virtual assistants start out with. Remember to reach out to your community, mentors, and support people to ask any questions.

There are several monotonous and tedious steps you will need to complete before starting your virtual assistant business that are important for the growth and wellbeing of your business, but revel and enjoy this planning time. Following your dreams and chasing a goal are exciting and rewarding ventures. You get to make your business what you want it to be. Enjoy the ride.

How to Set Work Hours Working From Home as a Virtual Assistant

The ability for a virtual assistant to design their own work schedule is a double-edged sword. It’s great not feeling chained to your desk for the arbitrary 9-5 grind.

But it’s also easy to avoid ever setting a schedule. Before you know it, you’re always either working or thinking about work. It’s increasingly difficult to leave work at work. Projects that could be done in an hour end up taking longer.

The irony of the “I don’t need to abide by a set schedule” virtual assistant life is that we often function better when we create a schedule.

The Benefit of Setting Work Hours

Many work-from-home virtual assistants resist setting work hours like the plague. One huge appeal of being your own boss is the freedom that comes with control over your schedule right?

But the reality of failing to set work hours tells a different story. Not sticking to a work schedule ends up hurting you in the long wrong in different ways.

It’s hard to leave work at work as a virtual assistant. When work stops at 5, it’s easier to stop thinking about work at 5. When there is no firm end to the work day, it’s so much harder to transition from “work mode” to “living your life mode.” You feel guilty watching TV and wonder if you should go get that one article done. You daydream thinking of your to-do list. You always feel “on,” making it difficult to give yourself the rest you need.
You waste precious mental energy. Each day you wake up without a firm schedule. Each day, you waste time and energy deciding how much you will work and when. It’s the element of decision fatigue. The more decisions we make each day, the more drained we become. It’s why superstars like Steve Jobs wore the same outfit every day. One less decision to make meant a bit more energy for more important matters.
Tasks take longer than they should. Parkinson’s Law basically states however long a task can take is usually how long it will. Maybe you wake up and know, if needed, you could log a 10-hour day today to get that big project done. What ends up happening? You tend to work that 10-hour day. The beauty of the set work schedule is work is only allowed to fill those hours. Usually, everything always gets done.

These problems can be tackled (or at least minimized) by setting a consistent work schedule. The initial constraint of work hours ends up giving you more free time and freedom to enjoy your time outside work guilt free.

Setting an Optimized Work Schedule

Here is where you get to enjoy the freedom of being a virtual assistant. Maybe your peak creativity hours are early morning and early evening. In the middle of the day, you suffer from the afternoon slump. So work in the peak hours and go workout or run errands when your brain power dips.

A virtual assistant work schedule does not mean you must bow down at the altar of the 9-5 work week. Those hours are not ideal anyway! In fact, with the right productivity tactics you may get 8 hours of work done in 7 or 6. All a work schedule means is setting strict work hours and strict non-work hours. If you can accomplish you work between 10-4, that’s great!

You can even set a different work schedule for different days of the week. Maybe you are a work-from-home parent taking advantage of a babysitting co-op. On Tuesday mornings, you get to wrangle the group’s kiddos to the library activity. So on Tuesdays, your work day starts a few hours later.

It doesn’t matter what type of schedule you make. What matters is knowing going into the day which hours you work. Designated work hours protect your “non-work” time.

Once you create a schedule, protect it fiercely. Don’t check your email outside of work hours. Let your clients know what hours they can expect to reach you by phone…and don’t pick up if it’s outside of those (or work into your contract it’s a $75 fee every time they do). When you are done for the day, be done. Don’t fall into the trap of well I could get one more thing done. Allow yourself to rest and relax!

Working from home can be the ideal set up. Setting optimized work hours helps you be the ideal worker and live a balanced life. It’s a win-win!

If you want assistance on setting hours that work for you or need help getting all your work done in the allotted time,the Virtual Assistant Roadmap is here for you! Just shoot us an email to get started.

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